3 days 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: 7 hours agoStatus: Live

Job Summary

Join the pathway to become a Retail Personal Banker I through a 9-week onboarding and education program with rotations across operations and Sales & Service. Use a consultative sales process and Financial Needs Assessment to build customer profiles, cross-sell retail and small business products, and set appointments using CAMP and approved marketing tools. You’ll process teller transactions, support platform staff, and help grow households and customer relationships while adhering to risk and compliance requirements.

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 using the company value proposition.
•Use CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
•Cross-sell to existing customers and perform outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
•Build relationships with business partners (Mortgage, Small Business, Commercial and Investment) and refer customers for holistic solutions; meet production and customer experience goals while processing teller transactions.

Travel: Medium travel

Key Requirements

•Complete a college degree or have work experience providing transferrable skills (or a combination of education and experience).
•Develop comfort with sales activities to acquire new consumer households and small business customers and cross-sell to existing customers.
•Demonstrate understanding of advanced math functions for analysis of credit and financial information.
•Build a working knowledge of Retail policies and procedures to apply good judgment in decision-making.
•Obtain and maintain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment (MU4R registration).

Skills:Consultative sellingCustomer relationship buildingProfessional communicationEthical conductCustomer-focused problem solving

Licenses: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

3 days 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: 7 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 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 using the company value proposition.
•Use CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
•Cross-sell to existing customers and perform outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
•Build relationships with business partners (Mortgage, Small Business, Commercial and Investment) and refer customers for holistic solutions; meet production and customer experience goals while processing teller transactions.

Travel: Medium travel

Key Requirements

•Complete a college degree or have work experience providing transferrable skills (or a combination of education and experience).
•Develop comfort with sales activities to acquire new consumer households and small business customers and cross-sell to existing customers.
•Demonstrate understanding of advanced math functions for analysis of credit and financial information.
•Build a working knowledge of Retail policies and procedures to apply good judgment in decision-making.
•Obtain and maintain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment (MU4R registration).

Skills:Consultative sellingCustomer relationship buildingProfessional communicationEthical conductCustomer-focused problem solving

Licenses: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