1 day ago

Personal Banker Associate II - Michigan American

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker II by completing a 4–8 week onboarding and education program with rotations in Operations and Sales & Service, followed by a certification. In this sales-focused role, build customer profiles using a consultative process and Financial Needs Assessment, cross-sell deposits, loans, and fee-based services, and retain customers through proactive outreach and appointment setting. Partner with mortgage, small business, commercial, and investment teams while following policies, managing risk, and delivering strong customer experience.

Location: Michigan

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Complete a 4–8 week onboarding and education program with rotations in Operations and Sales & Service, followed by certification.
•Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
•Maintain knowledge of retail consumer and small business products and recommend appropriate solutions.
•Use CAMP and approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
•Cross-sell to the existing customer base, conduct outside sales activities, and refer customers to business partners while meeting production and customer experience goals.

Travel: Medium travel

Key Requirements

•College degree or work experience providing transferable skills, or a combination of education and experience.
•Experience in the financial industry (preferred).
•Demonstrated ability to develop comfort with sales activities to acquire new customers and/or cross-sell to existing customers.
•Ability to demonstrate understanding of advanced math functions to analyze credit and financial information.
•S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Experience:Financial industry

Skills:Consultative salesRelationship buildingRisk awarenessProfessional communicationCustomer service

Licenses:S.A.F.E. Act registration (NMLS)MU4R

Tech Stack:CAMPNMLS

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

1 day ago

Personal Banker Associate II - Michigan American

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Location: Michigan

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Complete a 4–8 week onboarding and education program with rotations in Operations and Sales & Service, followed by certification.
•Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
•Maintain knowledge of retail consumer and small business products and recommend appropriate solutions.
•Use CAMP and approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
•Cross-sell to the existing customer base, conduct outside sales activities, and refer customers to business partners while meeting production and customer experience goals.

Travel: Medium travel

Key Requirements

•College degree or work experience providing transferable skills, or a combination of education and experience.
•Experience in the financial industry (preferred).
•Demonstrated ability to develop comfort with sales activities to acquire new customers and/or cross-sell to existing customers.
•Ability to demonstrate understanding of advanced math functions to analyze credit and financial information.
•S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Experience:Financial industry

Skills:Consultative salesRelationship buildingRisk awarenessProfessional communicationCustomer service

Licenses:S.A.F.E. Act registration (NMLS)MU4R

Tech Stack:CAMPNMLS

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