Personal Banker Associate I - Surprise-Bell-Bullard

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Cross-selling","Customer service","Communication","Risk awareness"]

Work toward becoming a Retail Personal Banker I by completing onboarding and rotations covering operations and sales/service. In the role, use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and drive cross-selling through appointments, lobby/aisle engagement, and outside community activities. Maintain risk and ethical standards, process teller transactions, support referrals, and meet customer experience and production goals.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate I - Surprise-Bell-Bullard

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Work toward becoming a Retail Personal Banker I by completing onboarding and rotations covering operations and sales/service. In the role, use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and drive cross-selling through appointments, lobby/aisle engagement, and outside community activities. Maintain risk and ethical standards, process teller transactions, support referrals, and meet customer experience and production goals.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
  • •Develop product/service knowledge for retail consumer and small business offerings and recommend solutions aligned to customer needs.
  • •Proactively reach out to customers using CAMP and other approved marketing tools to set appointments for periodic financial reviews.
  • •Drive cross-selling and outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions and support the platform staff while maintaining confidentiality, risk accountability, and adherence to policies and procedures.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Demonstrated ability to engage in sales activities to acquire new consumer household and small business customers and/or cross-sell to existing customers.
  • •Ability to demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Ability to obtain S.A.F.E. Act registration at the time of employment through NMLS (MU4R questions and registration required).
Experience:Financial industryConsumer bankingSmall business
Skills:Consultative salesCross-sellingCustomer serviceCommunicationRisk awareness
Certifications:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMPNMLSS.A.F.E. ActMU4R

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
Glassdoor: 3.7
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