Personal Banker Associate I

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

Become a Retail Personal Banker I by completing a 4–8 week onboarding and education program with rotations in operations and Sales & Service, leading to a certification. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and proactively reach out using CAMP and approved marketing tools. Cross-sell, support referrals with business partners, process teller transactions, and help meet customer experience and production goals.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate I

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

Job Summary

Become a Retail Personal Banker I by completing a 4–8 week onboarding and education program with rotations in operations and Sales & Service, leading to a certification. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and proactively reach out using CAMP and approved marketing tools. Cross-sell, support referrals with business partners, process teller transactions, and help meet customer experience and production goals.
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 appropriate retail consumer and small business products/services using the bank’s value proposition.
  • •Use CAMP and other approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Primarily cross-sell to existing customers and participate in outside sales activities as directed.
  • •Process teller transactions and support loan intake through closing, including opening/closing of the Financial Center or Bank Mart as directed.
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.
  • •Ability to perform sales activities to acquire new consumer household and small business customers and cross-sell to existing customers.
  • •Demonstrate understanding of advanced math functions for analysis of 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 industry
Education:Bachelor's
Skills:Consultative sellingCustomer focusProfessional communicationConfidentialityRisk awareness
Tech Stack:CAMPNMLSNationwide Mortgage Licensing SystemS.A.F.E. Act

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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