Personal Banker Associate I - Los Gatos Area

Fifth Third Bancorp
San Jose
Workplace: OnsiteFull timeUSD 43,680 - 69,900 annuallyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Consultative selling","Customer relationship management","Risk awareness","Professional communication","Confidentiality"]

Work with customers in a Financial Center setting using a consultative sales process to identify financial needs, build thorough customer profiles, and cross-sell retail and small business products. Support revenue growth and customer experience goals, process teller transactions, and participate in loan and bankcard processes. Complete a 4–8 week onboarding and education program that includes rotations and leads to certification, along with required S.A.F.E. Act registration.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I - Los Gatos Area

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Last checked: 5 hours agoStatus: Live

Job Summary

Work with customers in a Financial Center setting using a consultative sales process to identify financial needs, build thorough customer profiles, and cross-sell retail and small business products. Support revenue growth and customer experience goals, process teller transactions, and participate in loan and bankcard processes. Complete a 4–8 week onboarding and education program that includes rotations and leads to certification, along with required S.A.F.E. Act registration.
Location: San Jose
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.
  • •Maintain in-depth knowledge of retail consumer and small business products and recommend appropriate solutions.
  • •Use CAMP and approved marketing tools to proactively reach out, set appointments, and conduct periodic financial reviews.
  • •Focus on cross-selling and outside sales activities, including presentations, business calls, and community financial literacy events.
  • •Process teller transactions and participate in consumer loan and bankcard processes, owning originated loans through closing.
Travel: Medium travel

Pay and Benefits

Salary: USD 43,680 - 69,900 annually

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 consumer and small business households and/or cross-sell to established customers.
  • •Must demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •S.A.F.E. Act registration required at time of employment through NMLS (MU4R registration).
Experience:Financial servicesRetail bankingConsumer banking
Education:High School
Skills:Consultative sellingCustomer relationship managementRisk awarenessProfessional communicationConfidentiality
Licenses:NMLS S.A.F.E. Act registration
Certifications:S.A.F.E. Act registration (NMLS/MU4R)

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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