Fifth Third Bancorp

4 weeks ago

Personal Banker Associate I - Westerville Area

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Use a consultative sales approach to identify and meet retail and small-business financial needs while acquiring new households and deepening existing relationships. After a 4–8 week onboarding and certification program, you’ll maintain product/service expertise, use CAMP and approved marketing tools to book financial reviews, cross-sell and conduct outside sales, and partner with mortgage and business teams to refer customers appropriately.

Location: Ohio

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Use a consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
•Maintain knowledge of retail consumer and small business products/services and recommend solutions using the company value proposition.
•Use CAMP and approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
•Cross-sell to the existing customer base and participate in outside sales activities such as onsite presentations, business sales calls, and community financial literacy events.
•Work with business partners (mortgage, small business, commercial, investment) to refer customers and provide timely, holistic financial solutions.

Travel: Medium travel

Key Requirements

•Complete a 4–8 week onboarding and education program that includes rotations in operations and Sales & Service, with certification at the end.
•College degree or work experience with transferrable skills, or a combination of education and experience.
•Experience in the financial industry preferred.
•Demonstrate ability to develop comfort with sales activities to acquire new customers and cross-sell to existing customers.
•Must be able to demonstrate understanding of advanced math functions for analysis of credit and financial information, and complete S.A.F.E. Act registration via NMLS at time of employment.

Experience:Financial industryBanking

Education:Bachelor's

Skills:Consultative sellingCustomer relationship buildingCommunicationProfessionalismEthical judgment

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

Tech Stack:CAMPNMLSMU4R

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

4 weeks ago

Personal Banker Associate I - Westerville Area

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Location: Ohio

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Use a consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
•Maintain knowledge of retail consumer and small business products/services and recommend solutions using the company value proposition.
•Use CAMP and approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
•Cross-sell to the existing customer base and participate in outside sales activities such as onsite presentations, business sales calls, and community financial literacy events.
•Work with business partners (mortgage, small business, commercial, investment) to refer customers and provide timely, holistic financial solutions.

Travel: Medium travel

Key Requirements

•Complete a 4–8 week onboarding and education program that includes rotations in operations and Sales & Service, with certification at the end.
•College degree or work experience with transferrable skills, or a combination of education and experience.
•Experience in the financial industry preferred.
•Demonstrate ability to develop comfort with sales activities to acquire new customers and cross-sell to existing customers.
•Must be able to demonstrate understanding of advanced math functions for analysis of credit and financial information, and complete S.A.F.E. Act registration via NMLS at time of employment.

Experience:Financial industryBanking

Education:Bachelor's

Skills:Consultative sellingCustomer relationship buildingCommunicationProfessionalismEthical judgment

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

Tech Stack:CAMPNMLSMU4R

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