3 days ago

Personal Banker Assoc. I - Toledo Metro Region

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker I by completing a 4–8 week onboarding and education program with rotations in operations and Sales & Service, followed by a certification. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, cross-sell, set financial review appointments using CAMP and marketing tools, and process teller transactions while supporting platform staff.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Use consultative sales 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.
•Utilize CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
•Focus on cross-selling and outside sales activities, including presentations and community financial literacy events.
•Provide customer guidance and referrals with assigned business partners (Mortgage, Small Business, Commercial and Investment) while processing teller transactions and serving as platform staff.

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 is preferred.
•Ability to comfortably perform sales activities to acquire new customers and cross-sell to existing customers.
•Demonstrated understanding of advanced math functions for analyzing credit and financial information.
•S.A.F.E. Act registration at time of employment through NMLS (MU4R questions/registration required).

Experience:Financial services

Skills:Consultative sellingCustomer focusCommunicationRisk awarenessConfidentiality

Certifications:S.A.F.E. Act registration (NMLS)

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 Assoc. I - Toledo Metro Region

✓ 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 consultative sales 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.
•Utilize CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
•Focus on cross-selling and outside sales activities, including presentations and community financial literacy events.
•Provide customer guidance and referrals with assigned business partners (Mortgage, Small Business, Commercial and Investment) while processing teller transactions and serving as platform staff.

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 is preferred.
•Ability to comfortably perform sales activities to acquire new customers and cross-sell to existing customers.
•Demonstrated understanding of advanced math functions for analyzing credit and financial information.
•S.A.F.E. Act registration at time of employment through NMLS (MU4R questions/registration required).

Experience:Financial services

Skills:Consultative sellingCustomer focusCommunicationRisk awarenessConfidentiality

Certifications:S.A.F.E. Act registration (NMLS)

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