Personal Banker Associate II

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Consultative selling","Customer relationship building","Risk awareness","Communication","Confidentiality"]

Serve as a Retail Personal Banker II focused on consultative sales and relationship building. Promote deposits, loans, and fee-based services while meeting customer experience and production goals. Use the Financial Needs Assessment to develop customer profiles, conduct periodic financial reviews using marketing tools, and cross-sell to consumers and small businesses. Support referral activity with Business Partners, maintain confidentiality, manage risk, and complete a 4–8 week onboarding and education program with certification.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate II

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker II focused on consultative sales and relationship building. Promote deposits, loans, and fee-based services while meeting customer experience and production goals. Use the Financial Needs Assessment to develop customer profiles, conduct periodic financial reviews using marketing tools, and cross-sell to consumers and small businesses. Support referral activity with Business Partners, maintain confidentiality, manage risk, and complete a 4–8 week onboarding and education program with certification.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and other approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Engage in cross-selling and outside sales activities, including presentations and community financial literacy events, as directed.
  • •Provide guidance on the sales and referral process, answer customer questions, resolve customer issues, and follow policies to manage risk and protect 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.
  • •Demonstrated ability to develop comfort level with sales activities to acquire new customers and/or cross-sell to existing customers.
  • •Must demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industryRetail bankingConsumer banking
Education:Bachelor's
Skills:Consultative sellingCustomer relationship buildingRisk awarenessCommunicationConfidentiality
Certifications:S.A.F.E. Act registration
Tech Stack:NMLS

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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