Fifth Third Bancorp

2 days ago

Personal Banker Associate I (NorthLake)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 46 minutes agoStatus: Live

Job Summary

Serve as a Retail Personal Banker I in a Financial Center role by using a consultative sales process and Financial Needs Assessment to identify customers’ current and future needs. Build customer profiles, recommend retail consumer and small business solutions, and use CAMP and marketing tools to reach out and set appointments. Cross-sell, conduct outside sales activities, partner with business teams (Mortgage/Small Business/Commercial/Investment), meet production and customer experience goals, and help CSRs through the sales/referral process.

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 financial needs.
•Maintain knowledge of retail consumer and small business products/services and recommend appropriate solutions using the value proposition.
•Utilize CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
•Cross-sell to existing customers and engage in outside sales activities, including community financial literacy events and membership presentations.
•Build relationships with assigned business partners (Mortgage, Small Business, Commercial and Investment), refer customers appropriately, and help CSRs with the sales and referral process.

Travel: Low travel

Key Requirements

•College degree or work experience providing transferable 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 households and/or cross-sell to existing customers.
•Ability to demonstrate understanding of advanced math functions for analysis of credit and financial information.
•S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Experience:Financial industry

Skills:Consultative salesCustomer relationship buildingCommunicationRisk awareness

Certifications:S.A.F.E. Act registration

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: 3.7

Website LinkedIn Glassdoor

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Fifth Third Bancorp

2 days ago

Personal Banker Associate I (NorthLake)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 46 minutes agoStatus: Live

Job Summary

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 financial needs.
•Maintain knowledge of retail consumer and small business products/services and recommend appropriate solutions using the value proposition.
•Utilize CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
•Cross-sell to existing customers and engage in outside sales activities, including community financial literacy events and membership presentations.
•Build relationships with assigned business partners (Mortgage, Small Business, Commercial and Investment), refer customers appropriately, and help CSRs with the sales and referral process.

Travel: Low travel

Key Requirements

•College degree or work experience providing transferable 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 households and/or cross-sell to existing customers.
•Ability to demonstrate understanding of advanced math functions for analysis of credit and financial information.
•S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Experience:Financial industry

Skills:Consultative salesCustomer relationship buildingCommunicationRisk awareness

Certifications:S.A.F.E. Act registration

Tech Stack:CAMPNMLS

Company Brief

Fifth Third Bancorp

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: 3.7

Website LinkedIn Glassdoor