Retail Personal Banker Associate II - Cary

Fifth Third Bancorp
North Carolina
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer relationship building","Problem ownership","Communication","Risk awareness"]

Build customer relationships and drive deposit, loan, and fee-based sales as part of a 4–8 week onboarding program that includes rotations in Operations and Sales & Service. Use a consultative sales approach and Financial Needs Assessment to understand customers’ needs, proactively reach out with approved marketing tools (CAMP), and cross-sell retail and small business products. Meet production and customer experience goals while supporting risk awareness and referrals with business partners.

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Fifth Third Bancorp
Fifth Third Bancorp
1 month ago

Retail Personal Banker Associate II - Cary

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Build customer relationships and drive deposit, loan, and fee-based sales as part of a 4–8 week onboarding program that includes rotations in Operations and Sales & Service. Use a consultative sales approach and Financial Needs Assessment to understand customers’ needs, proactively reach out with approved marketing tools (CAMP), and cross-sell retail and small business products. Meet production and customer experience goals while supporting risk awareness and referrals with business partners.
Location: North Carolina
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Use the 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 appropriate solutions.
  • •Use CAMP and other approved marketing tools to proactively reach out to customers and schedule periodic financial reviews.
  • •Cross-sell to existing customers and conduct outside sales activities, including presentations and community events.
  • •Work with business partners (Mortgage, Small Business, Commercial, Investment) to refer customers and provide timely, holistic financial solutions.
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 with sales activities to acquire new customers and/or cross-sell to existing customers.
  • •Ability to demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •S.A.F.E. Act registration required through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.
Experience:Financial industry
Skills:Consultative sellingCustomer relationship buildingProblem ownershipCommunicationRisk awareness
Certifications:S.A.F.E. Act registration
Tech Stack:CAMPNMLSMU4RFinancial Needs Assessment

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
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Glassdoor: 3.7
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