Personal Banker Associate I - Research Forest

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Research & Scientific (R&D)Skills: ["Consultative selling","Customer service","Risk awareness","Communication","Ethical conduct"]

Start a retail banking career by completing a structured 4–8 week onboarding and certification program, rotating through operations and Sales & Service. Use a consultative sales approach and Financial Needs Assessment to build customer profiles, cross-sell retail and small business products, and drive appointments using approved marketing tools. Process teller transactions, support risk management and ethical conduct, and collaborate with business partners to deliver holistic financial solutions for new and existing households.

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Fifth Third Bancorp
Fifth Third Bancorp
4 days ago

Personal Banker Associate I - Research Forest

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Source: Company careers pageValidated by: Fursa AI
Last checked: 23 hours agoStatus: Live

Job Summary

Start a retail banking career by completing a structured 4–8 week onboarding and certification program, rotating through operations and Sales & Service. Use a consultative sales approach and Financial Needs Assessment to build customer profiles, cross-sell retail and small business products, and drive appointments using approved marketing tools. Process teller transactions, support risk management and ethical conduct, and collaborate with business partners to deliver holistic financial solutions for new and existing households.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Research & Scientific (R&D)
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 retail consumer and small business products/services using the company value proposition.
  • •Utilize CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to existing customer base and conduct outside sales activities, including community financial literacy events and business sales calls.
  • •Process teller transactions, maintain confidentiality, and follow risk and ethics policies while meeting customer experience and production goals.

Key Requirements

  • •College degree or work experience providing transferrable skills (or a combination of education and experience).
  • •Demonstrated ability to develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell established customers.
  • •Must demonstrate understanding of advanced math functions for analyzing credit and financial information.
  • •Demonstrated ability to develop working knowledge of retail policies and procedures to make sound decisions.
  • •This role requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at time of employment.
Experience:Financial services
Skills:Consultative sellingCustomer serviceRisk awarenessCommunicationEthical conduct
Certifications:S.A.F.E. Act registration (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
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Glassdoor: 3.7
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