Retail Personal Banker Associate I - Steele Creek

Fifth Third Bancorp
Charlotte
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer relationship building","Professional communication","Risk awareness","Confidentiality"]

Serve as a Retail Personal Banker after a 4–8 week onboarding and education program with rotations in operations and sales/service. Use a consultative sales process 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 to deepen and grow household relationships, partner with business teams to refer customers, support teller transactions, and meet customer experience and production goals while maintaining compliance and risk accountability.

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Fifth Third Bancorp
Fifth Third Bancorp
4 days ago

Retail Personal Banker Associate I - Steele Creek

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Source: Company careers pageValidated by: Fursa AI
Last checked: 23 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker after a 4–8 week onboarding and education program with rotations in operations and sales/service. Use a consultative sales process 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 to deepen and grow household relationships, partner with business teams to refer customers, support teller transactions, and meet customer experience and production goals while maintaining compliance and risk accountability.
Location: Charlotte
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.
  • •Use CAMP and approved marketing tools to proactively reach out, set appointments, and perform periodic financial reviews.
  • •Primarily focus on cross-selling and outside sales activities; establish relationships with business partners and refer customers when appropriate.
  • •Process teller transactions, participate in consumer loan and bankcard processes, and assist with Financial Center/Bank Mart opening/closing while following policies and procedures.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills (or a combination of education and experience).
  • •Experience in the financial industry preferred.
  • •Ability to develop comfort with sales activities to acquire new customers and cross-sell to established customers.
  • •Must demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Ability to obtain/maintain S.A.F.E. Act registration at time of employment through NMLS.
Experience:Financial services
Skills:Consultative sellingCustomer relationship buildingProfessional communicationRisk awarenessConfidentiality
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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