Personal Banker Associate I - Preston-John Hickman

Fifth Third Bancorp
Texas
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Customer focus","Professional communication","Problem ownership","Ethical conduct"]

Join a training program to transition into a Retail Personal Banker I role focused on consultative selling and meeting customers’ financial needs. You’ll build customer profiles using Financial Needs Assessment, recommend retail consumer and small business solutions, and use marketing tools to set appointments. The role includes cross-selling, teller transactions, referring customers to business partners, supporting referrals, and meeting customer experience and production goals.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Personal Banker Associate I - Preston-John Hickman

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Last checked: 17 hours agoStatus: Live

Job Summary

Join a training program to transition into a Retail Personal Banker I role focused on consultative selling and meeting customers’ financial needs. You’ll build customer profiles using Financial Needs Assessment, recommend retail consumer and small business solutions, and use marketing tools to set appointments. The role includes cross-selling, teller transactions, referring customers to business partners, supporting referrals, and meeting customer experience and production goals.
Location: Texas
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.
  • •Recommend appropriate retail consumer and small business products/services using the bank’s value proposition.
  • •Utilize CAMP and approved marketing tools to proactively reach out to customers and set appointments for financial reviews.
  • •Cross-sell to existing customers and engage in outside sales activities, including presentations and community events.
  • •Process teller transactions and support the full range of retail products while maintaining confidentiality, risk accountability, and ethical conduct.
Travel: Low travel

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Comfort developing new customer acquisition and cross-selling to established customers through sales activities.
  • •Ability to demonstrate understanding of advanced math functions for analyzing credit and financial information.
  • •Ability to develop working knowledge of Retail policies and procedures to make sound decisions.
  • •S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.
Skills:Customer focusProfessional communicationProblem ownershipEthical conduct
Certifications:S.A.F.E. Act registration
Tech Stack:CAMPNMLSMU4R

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
Glassdoor: 3.7
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