Personal Banker Associate I - Murfreesboro, TN

Fifth Third Bancorp
Tennessee
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer service","Professional communication","Risk awareness","Ethical judgment"]

Build customer profiles and recommend retail and small business financial solutions using a consultative sales process and Financial Needs Assessment. Proactively reach customers with approved marketing tools to set reviews, cross-sell to existing relationships, and support outside sales activities. Work closely with business partners (Mortgage, Small Business, Commercial & Investment) while meeting customer experience and revenue goals. Process teller transactions and follow risk, ethics, and retail procedures.

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Fifth Third Bancorp
Fifth Third Bancorp
2 months ago

Personal Banker Associate I - Murfreesboro, TN

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Build customer profiles and recommend retail and small business financial solutions using a consultative sales process and Financial Needs Assessment. Proactively reach customers with approved marketing tools to set reviews, cross-sell to existing relationships, and support outside sales activities. Work closely with business partners (Mortgage, Small Business, Commercial & Investment) while meeting customer experience and revenue goals. Process teller transactions and follow risk, ethics, and retail procedures.
Location: Tennessee
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 needs.
  • •Maintain knowledge of retail consumer and small business products/services and recommend solutions using the value proposition.
  • •Utilize CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to the existing customer base and engage in outside sales activities as directed.
  • •Support partner referrals (Mortgage, Small Business, Commercial and Investment) and participate in consumer loan and bankcard processes from application through closing.
Travel: Medium travel

Key Requirements

  • •College degree or work experience with 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 consumer and small business customers and/or cross-sell to existing customers.
  • •Must demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •Ability to professionally represent the bank through appearance and verbal/written communication.
Experience:Financial industryRetail banking
Skills:Consultative salesCustomer serviceProfessional communicationRisk awarenessEthical judgment
Certifications:S.A.F.E. Act registration
Tech Stack:CAMPNMLSS.A.F.E. Act

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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