Fifth Third Bancorp

2 months 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: 23 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker I by completing a 9-week onboarding and education program with rotations across operations and Sales & Service, followed by certification. Use a consultative sales approach and Financial Needs Assessment to identify customer needs, recommend retail consumer and small business solutions, and drive cross-selling. Conduct outreach using CAMP and other marketing tools, set appointments, collaborate with business partners, process teller transactions, and own loan origination from application through closing while managing risk and maintaining confidentiality.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Complete a 9-week onboarding and education program with rotations in operations and Sales & Service, leading to certification to perform within the Retail Personal Banker job family.
•Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
•Maintain in-depth knowledge of retail consumer and small business products/services and recommend solutions using the bank’s value proposition.
•Proactively reach out to customers using CAMP and approved marketing tools to set appointments for periodic financial reviews; focus on cross-selling and outside sales activities as directed.
•Process teller transactions as part of platform staff and participate in consumer loan and bankcard processes, owning originated loans from application through closing while following retail procedures to mitigate fraud and risk.

Key Requirements

•College degree or work experience with transferrable skills, or a combination of education and experience.
•Experience in the financial industry preferred.
•Demonstrated ability to handle sales activities to acquire new consumer household and small business customers and/or cross-sell to existing customers.
•Must demonstrate understanding of advanced math functions for analysis of credit and financial information.
•S.A.F.E. Act registration required at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Experience:Financial industry

Skills:Consultative sellingCustomer relationship buildingRisk awarenessProfessional communicationEthical conduct

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

Tech Stack:CAMPNMLSMU4RS.A.F.E. ActFinancial Needs Assessment

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

2 months 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: 23 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Complete a 9-week onboarding and education program with rotations in operations and Sales & Service, leading to certification to perform within the Retail Personal Banker job family.
•Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
•Maintain in-depth knowledge of retail consumer and small business products/services and recommend solutions using the bank’s value proposition.
•Proactively reach out to customers using CAMP and approved marketing tools to set appointments for periodic financial reviews; focus on cross-selling and outside sales activities as directed.
•Process teller transactions as part of platform staff and participate in consumer loan and bankcard processes, owning originated loans from application through closing while following retail procedures to mitigate fraud and risk.

Key Requirements

•College degree or work experience with transferrable skills, or a combination of education and experience.
•Experience in the financial industry preferred.
•Demonstrated ability to handle sales activities to acquire new consumer household and small business customers and/or cross-sell to existing customers.
•Must demonstrate understanding of advanced math functions for analysis of credit and financial information.
•S.A.F.E. Act registration required at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Experience:Financial industry

Skills:Consultative sellingCustomer relationship buildingRisk awarenessProfessional communicationEthical conduct

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

Tech Stack:CAMPNMLSMU4RS.A.F.E. ActFinancial Needs Assessment

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