Retail Personal Banker Associate I- Eastman

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Customer-focused","Communication","Professionalism","Risk awareness","Confidentiality"]

Serve as a Retail Personal Banker I after a 4–8 week onboarding and education program with rotations in operations and Sales & Service. Use a consultative sales approach and Financial Needs Assessment to build customer profiles, cross-sell retail consumer and small business products, and set appointments using marketing tools. Process teller transactions, support loan and bankcard workflows, refer customers to business partners, and help drive customer experience and production goals.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Retail Personal Banker Associate I- Eastman

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker I after a 4–8 week onboarding and education program with rotations in operations and Sales & Service. Use a consultative sales approach and Financial Needs Assessment to build customer profiles, cross-sell retail consumer and small business products, and set appointments using marketing tools. Process teller transactions, support loan and bankcard workflows, refer customers to business partners, and help drive customer experience and 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 needs.
  • •Maintain knowledge of retail consumer and small business products and recommend solutions using the value proposition.
  • •Use CAMP and other approved marketing tools to proactively reach out, set appointments, and complete periodic financial reviews.
  • •Cross-sell to existing customers and engage in outside sales activities, including presentations, business calls, and community events.
  • •Process teller transactions and participate in consumer loan and bankcard processes, including owning sourced loans through closing.
Travel: Medium travel

Key Requirements

  • •College degree or work experience with transferrable skills, or a combination of education and experience.
  • •Experience in the financial industry (preferred).
  • •Ability to develop comfort with sales activities to acquire customers and/or cross-sell to established customers.
  • •Demonstrated understanding of advanced math functions for analysis of credit and financial information.
  • •Must be able to obtain S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial services
Skills:Customer-focusedCommunicationProfessionalismRisk awarenessConfidentiality
Licenses:NMLS registration
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
Glassdoor
Glassdoor: 3.7
WebsiteLinkedInGlassdoor