Personal Banker Associate I

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer service","Professional communication","Risk awareness","Relationship building"]

Serve as a Retail Personal Banker focused on consultative sales and Financial Needs Assessment to build customer profiles, identify financial needs, and cross-sell retail and small business products. Use marketing tools to reach customers and set appointments, refer to business partners for holistic solutions, and meet production and customer experience goals. Process teller transactions, support risk and confidentiality expectations, and complete a 9-week onboarding and education program that leads to certification.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I

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

Job Summary

Serve as a Retail Personal Banker focused on consultative sales and Financial Needs Assessment to build customer profiles, identify financial needs, and cross-sell retail and small business products. Use marketing tools to reach customers and set appointments, refer to business partners for holistic solutions, and meet production and customer experience goals. Process teller transactions, support risk and confidentiality expectations, and complete a 9-week onboarding and education program that leads to certification.
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.
  • •Recommend retail consumer and small business products/services and proactively reach out to customers to set appointments for periodic financial reviews.
  • •Primarily focus on cross-selling and engage in outside sales activities and community financial literacy events as directed.
  • •Establish relationships with business partners (Mortgage, Small Business, Commercial and Investment) and refer customers appropriately for timely solutions.
  • •Process teller transactions, participate in consumer loan and bankcard processes, and follow policies/procedures to manage risk and ensure confidentiality.
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.
  • •Ability to build comfort level with sales activities to acquire new customers and cross-sell to established customers.
  • •Demonstrated ability to develop working knowledge of Retail policies and procedures to make sound decisions.
  • •Must obtain S.A.F.E. Act registration at the time of employment through NMLS.
Experience:Financial services
Skills:Consultative salesCustomer serviceProfessional communicationRisk awarenessRelationship building
Certifications:S.A.F.E. Act registration
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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