Personal Banker Associate II

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Customer-focused","Professional communication","Confidentiality","Risk awareness","Consultative selling"]

Build customer relationships and drive sales of deposits, loans, and fee-based services as part of a Retail Personal Banker II path. Complete a 9-week onboarding and education program with rotations in Operations and Sales & Service, then pass a final certification. Use a consultative sales process and Financial Needs Assessment, proactively reach out with approved marketing tools, cross-sell to existing customers, and coordinate referrals with Mortgage, Small Business, Commercial, and Investment partners.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Personal Banker Associate II

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Build customer relationships and drive sales of deposits, loans, and fee-based services as part of a Retail Personal Banker II path. Complete a 9-week onboarding and education program with rotations in Operations and Sales & Service, then pass a final certification. Use a consultative sales process and Financial Needs Assessment, proactively reach out with approved marketing tools, cross-sell to existing customers, and coordinate referrals with Mortgage, Small Business, Commercial, and Investment partners.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Use a consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future needs.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend solutions.
  • •Use CAMP and approved marketing tools to reach out, set appointments, and conduct periodic financial reviews.
  • •Cross-sell to existing customers and engage in outside sales activities including presentations, sales calls, and community financial literacy events.
  • •Own loan sourcing from application through closing and participate in opening/closing processes for the financial center or bank mart as directed.

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 develop comfort with sales activities to acquire new customers and cross-sell to established customers.
  • •Understanding of advanced math functions to analyze credit and financial information.
  • •S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Skills:Customer-focusedProfessional communicationConfidentialityRisk awarenessConsultative selling
Certifications:S.A.F.E. Act registrationNMLS registration (MU4R)
Tech Stack:CAMPNMLS

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
WebsiteLinkedInGlassdoor