2 days ago

Personal Banker Associate I - Birmingham/Vestavia Hills

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 22 hours agoStatus: Live

Job Summary

Develop into a Retail Personal Banker I through a 4–8 week onboarding and education program with rotations in operations and Sales & Service, culminating in a certification. Use a consultative sales process and Financial Needs Assessments to build customer profiles, recommend retail consumer and small business solutions, and drive cross-selling. Proactively reach customers using CAMP and approved marketing tools, support outside sales and community events, and collaborate with mortgage and business partners to refer customers to holistic financial solutions.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Complete the onboarding program and certification process to transition into a Retail Personal Banker I role.
•Use consultative sales and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
•Recommend retail consumer and small business products/services using the bank’s value proposition.
•Proactively reach out to customers using CAMP and approved marketing tools to set appointments for periodic financial reviews.
•Cross-sell and support outside sales activities, partner referrals (Mortgage, Small Business, Commercial and Investment), and help meet production and customer experience goals.

Key Requirements

•College degree or work experience with transferrable skills, or a combination of education and experience.
•Experience in the financial industry preferred.
•Ability to comfortably perform sales activities to acquire new customers and/or cross-sell to existing customers.
•Demonstrated understanding of advanced math functions to analyze credit and financial information.
•Ability to maintain Retail policies and procedures knowledge to make sound decisions; S.A.F.E. Act registration through NMLS required at time of employment.

Experience:Financial services

Education:Bachelor's

Skills:Consultative sellingCustomer relationship buildingProfessional communicationProblem ownershipEthical judgment

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

Tech Stack:CAMPNMLSNationwide Mortgage Licensing System (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

Glassdoor: 3.7

Website LinkedIn Glassdoor

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Fifth Third Bancorp

2 days ago

Personal Banker Associate I - Birmingham/Vestavia Hills

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 22 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 the onboarding program and certification process to transition into a Retail Personal Banker I role.
•Use consultative sales and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
•Recommend retail consumer and small business products/services using the bank’s value proposition.
•Proactively reach out to customers using CAMP and approved marketing tools to set appointments for periodic financial reviews.
•Cross-sell and support outside sales activities, partner referrals (Mortgage, Small Business, Commercial and Investment), and help meet production and customer experience goals.

Key Requirements

•College degree or work experience with transferrable skills, or a combination of education and experience.
•Experience in the financial industry preferred.
•Ability to comfortably perform sales activities to acquire new customers and/or cross-sell to existing customers.
•Demonstrated understanding of advanced math functions to analyze credit and financial information.
•Ability to maintain Retail policies and procedures knowledge to make sound decisions; S.A.F.E. Act registration through NMLS required at time of employment.

Experience:Financial services

Education:Bachelor's

Skills:Consultative sellingCustomer relationship buildingProfessional communicationProblem ownershipEthical judgment

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

Tech Stack:CAMPNMLSNationwide Mortgage Licensing System (NMLS)

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