Fifth Third Bancorp

2 months ago

Personal Banker Associate I

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Develop customer profiles using a consultative sales process and Financial Needs Assessment to identify and meet retail and small business financial needs. Recommend solutions using product knowledge, proactively reach out with CAMP and approved marketing tools, and cross-sell to deepen existing relationships. Partner with mortgage and business teams to refer customers appropriately, meet production and customer experience goals, and support CSRs while processing teller transactions.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Use consultative sales and Financial Needs Assessment to build customer profiles and identify financial needs.
•Maintain knowledge of retail consumer and small business products/services and recommend appropriate solutions.
•Use CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
•Cross-sell to existing customers and support outside sales activities and community financial literacy events as directed.
•Refer customers to assigned business partners (Mortgage, Small Business, Commercial and Investment) and process teller transactions while supporting platform staff.

Travel: Low travel

Key Requirements

•College degree or work experience with transferrable skills, or a combination of education and experience.
•Experience in the financial industry is preferred.
•Demonstrated ability to perform sales activities to acquire new customers and cross-sell to existing customers.
•Must be able to demonstrate understanding of advanced math functions to analyze credit and financial information.
•This position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS).

Experience:BankingFinancial services

Skills:Consultative sellingCustomer focusProfessional communicationRisk awarenessConfidentiality

Certifications:S.A.F.E. Act registration

Tech Stack:CAMPNMLS

Company Brief

Fifth Third Bancorp

Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Cincinnati, United States

Founded: 1858

Glassdoor: 3.7

Website LinkedIn Glassdoor

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Fifth Third Bancorp

2 months ago

Personal Banker Associate I

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Use consultative sales and Financial Needs Assessment to build customer profiles and identify financial needs.
•Maintain knowledge of retail consumer and small business products/services and recommend appropriate solutions.
•Use CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
•Cross-sell to existing customers and support outside sales activities and community financial literacy events as directed.
•Refer customers to assigned business partners (Mortgage, Small Business, Commercial and Investment) and process teller transactions while supporting platform staff.

Travel: Low travel

Key Requirements

•College degree or work experience with transferrable skills, or a combination of education and experience.
•Experience in the financial industry is preferred.
•Demonstrated ability to perform sales activities to acquire new customers and cross-sell to existing customers.
•Must be able to demonstrate understanding of advanced math functions to analyze credit and financial information.
•This position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS).

Experience:BankingFinancial services

Skills:Consultative sellingCustomer focusProfessional communicationRisk awarenessConfidentiality

Certifications:S.A.F.E. Act registration

Tech Stack:CAMPNMLS

Company Brief

Fifth Third Bancorp

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Cincinnati, United States

Founded: 1858

Glassdoor: 3.7

Website LinkedIn Glassdoor