Personal Banker Associate I - Loveland

Fifth Third Bancorp
Ohio
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Consultative sales","Customer focus","Communication","Confidentiality","Risk awareness"]

Serve as a Retail Personal Banker I focused on consultative sales to proactively identify and meet customers’ financial needs. After a 4–8 week onboarding and education program with rotations in operations and Sales & Service, you’ll support teller transactions and platform staff. Build customer profiles via Financial Needs Assessments, cross-sell retail products, use CAMP and marketing tools to schedule financial reviews, and refer customers to business partners for holistic solutions while managing risk and maintaining ethical conduct.

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Fifth Third Bancorp
Fifth Third Bancorp
1 month ago

Personal Banker Associate I - Loveland

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Last checked: 5 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker I focused on consultative sales to proactively identify and meet customers’ financial needs. After a 4–8 week onboarding and education program with rotations in operations and Sales & Service, you’ll support teller transactions and platform staff. Build customer profiles via Financial Needs Assessments, cross-sell retail products, use CAMP and marketing tools to schedule financial reviews, and refer customers to business partners for holistic solutions while managing risk and maintaining ethical conduct.
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 a customer profile and identify current and future financial needs.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend solutions using the company value proposition.
  • •Use CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to the existing customer base and participate in outside sales activities, including community financial literacy events and business sales calls.
  • •Process teller transactions and work as a member of the platform staff while meeting customer experience and production goals, and properly referring customers to business partners when appropriate.

Key Requirements

  • •Complete a 4–8 week onboarding and education program with rotations in operations and Sales & Service, followed by a certification at program conclusion.
  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Demonstrate the ability to develop comfort with sales activities to acquire new customers and/or cross-sell to existing customers.
  • •Obtain S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Education:Bachelor's
Skills:Consultative salesCustomer focusCommunicationConfidentialityRisk awareness
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
Glassdoor: 3.7
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