Personal Banker Associate I

Fifth Third Bancorp
Ohio
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Consultative selling","Customer service","Communication","Risk awareness","Confidentiality"]

Become a Retail Personal Banker I by completing a 4–8 week onboarding and certification program with rotations across operations and sales/service. Use a consultative sales process and Financial Needs Assessment to build customer profiles, cross-sell retail and small business products, and set appointments using approved marketing tools. Process teller transactions, guide CSRs on sales/referrals, partner with business teams, and help meet customer experience and production goals while managing risk and confidentiality.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Become a Retail Personal Banker I by completing a 4–8 week onboarding and certification program with rotations across operations and sales/service. Use a consultative sales process and Financial Needs Assessment to build customer profiles, cross-sell retail and small business products, and set appointments using approved marketing tools. Process teller transactions, guide CSRs on sales/referrals, partner with business teams, and help meet customer experience and production goals while managing risk and confidentiality.
Location: Ohio
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Use a consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
  • •Recommend retail consumer and small business products using the bank’s value proposition and conduct proactive outreach and appointment setting.
  • •Drive cross-selling to existing customers and participate in outside sales activities and community financial literacy events.
  • •Establish relationships with business partners (Mortgage, Small Business, Commercial, Investment) and refer customers for holistic solutions.
  • •Process teller transactions and support risk management, confidentiality, policy compliance, and goal attainment for customer experience and production.
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 perform sales activities to acquire new customers and/or cross-sell to existing customers.
  • •Demonstrated understanding of advanced math functions for credit and financial information analysis.
  • •S.A.F.E. Act registration required at the time of employment through NMLS.
Experience:Financial services
Education:Bachelor's
Skills:Consultative sellingCustomer serviceCommunicationRisk awarenessConfidentiality
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
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