Retail Personal Banker Associate I-Kannapolis and Surrounding Area

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer service","Risk awareness","Professional communication","Confidentiality"]

Build customer profiles and identify financial needs using a consultative sales process and Financial Needs Assessment. Recommend retail consumer and small business solutions, proactively reach out using approved marketing tools, and cross-sell to deepen household relationships. Partner with business teams (mortgage, small business, commercial, and investment) to refer customers for holistic solutions. Process teller transactions, support sales/referrals for CSRs, and maintain trust by following policies, ethics, and confidentiality.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Retail Personal Banker Associate I-Kannapolis and Surrounding Area

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Build customer profiles and identify financial needs using a consultative sales process and Financial Needs Assessment. Recommend retail consumer and small business solutions, proactively reach out using approved marketing tools, and cross-sell to deepen household relationships. Partner with business teams (mortgage, small business, commercial, and investment) to refer customers for holistic solutions. Process teller transactions, support sales/referrals for CSRs, and maintain trust by following policies, ethics, and confidentiality.
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.
  • •Recommend appropriate retail consumer and small business products/services using the bank’s value proposition.
  • •Use CAMP and other approved marketing tools to reach out, set appointments, and conduct periodic financial reviews.
  • •Cross-sell to the existing customer base and engage in outside sales activities such as onsite presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions and participate in consumer loan and bankcard processing, owning sourced loans from application through closing.
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 develop comfort with sales activities to acquire new customers and cross-sell to established customers.
  • •Ability to demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •This position requires S.A.F.E. Act registration at time of employment through NMLS (MU4R questions/registration on the NMLS website).
Experience:Financial services
Skills:Consultative sellingCustomer serviceRisk awarenessProfessional communicationConfidentiality
Licenses:NMLS registration
Certifications:S.A.F.E. Act registration (NMLS)
Tech Stack: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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Glassdoor: 3.7
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