Retail Personal Banker Associate I

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer focus","Professional communication","Confidentiality","Ethics"]

After a 4–8 week onboarding and education program, you’ll become a Retail Personal Banker I in a Financial Center role. Use a consultative sales process and Financial Needs Assessments to build customer profiles, recommend retail consumer and small business solutions, and cross-sell to acquire new households and deepen relationships. Engage customers through lobby leadership, tele-consulting, outside sales activities, and referrals to mortgage, small business, commercial, and investment business partners, while consistently meeting production goals and managing risk.

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Fifth Third Bancorp
Fifth Third Bancorp
6 hours ago

Retail Personal Banker Associate I

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

After a 4–8 week onboarding and education program, you’ll become a Retail Personal Banker I in a Financial Center role. Use a consultative sales process and Financial Needs Assessments to build customer profiles, recommend retail consumer and small business solutions, and cross-sell to acquire new households and deepen relationships. Engage customers through lobby leadership, tele-consulting, outside sales activities, and referrals to mortgage, small business, commercial, and investment business partners, while consistently meeting production goals and managing risk.
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 current and future financial needs.
  • •Develop in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions using the value proposition.
  • •Utilize CAMP and other approved marketing tools to reach out to customers, set appointments, and conduct periodic financial reviews.
  • •Focus on cross-selling existing customers and perform outside sales activities such as presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions and support the platform staff, while following policies and procedures and maintaining risk ownership and confidentiality.
Travel: Medium travel

Key Requirements

  • •College degree or work experience with transferrable skills, or a combination of education and experience.
  • •Demonstrated ability to develop comfort level with sales activities to acquire new consumer household and small business customers and/or cross-sell to established customers.
  • •Must be able to demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •Ability to professionally represent Fifth Third Bank through appearance and verbal/written communication.
  • •This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Skills:Consultative salesCustomer focusProfessional communicationConfidentialityEthics
Licenses: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
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