3 days ago

Personal Banker Associate I

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker I by learning through a 9-week onboarding and education program with rotations across operations and Sales & Service, culminating in a certification. Use a consultative sales approach and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and proactively reach out using approved marketing tools. Cross-sell, support referrals with business partners, process teller transactions, and help drive financial center 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 financial needs.
•Maintain in-depth knowledge of retail consumer and small business products and recommend solutions using the bank’s value proposition.
•Utilize CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
•Cross-sell to the existing customer base and support outside sales activities such as onsite presentations, business sales calls, and community financial literacy events.
•Process teller transactions and participate in the consumer loan and bankcard process, owning sourced loans from application through closing.

Travel: Low travel

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 households and small business customers and cross-sell to existing customers.
•Must be able to demonstrate understanding of advanced math functions to analyze 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 services

Education:Bachelor's

Skills:Consultative sellingCustomer relationship buildingCommunicationEthical conductCustomer service

Certifications:S.A.F.E. Act registrationNMLS 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: 3.7

Website LinkedIn Glassdoor

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Fifth Third Bancorp

3 days ago

Personal Banker Associate I

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours 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 in-depth knowledge of retail consumer and small business products and recommend solutions using the bank’s value proposition.
•Utilize CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
•Cross-sell to the existing customer base and support outside sales activities such as onsite presentations, business sales calls, and community financial literacy events.
•Process teller transactions and participate in the consumer loan and bankcard process, owning sourced loans from application through closing.

Travel: Low travel

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 households and small business customers and cross-sell to existing customers.
•Must be able to demonstrate understanding of advanced math functions to analyze 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 services

Education:Bachelor's

Skills:Consultative sellingCustomer relationship buildingCommunicationEthical conductCustomer service

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

Tech Stack:CAMPNMLSMU4R

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