Personal Banker II - Bethelview DeNovo

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Professional communication","Customer focus","Risk awareness","Confidentiality","Sales development"]

Develop customer relationships and drive sales of retail banking products by using a consultative sales process and Financial Needs Assessment. Build customer profiles, cross-sell to existing clients, and proactively reach out using approved marketing tools to schedule periodic financial reviews. Partner with mortgage, small business, commercial, and investment teams for holistic solutions, meet production and customer experience goals, and support referral and sales processes while adhering to risk, confidentiality, and ethics requirements.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Personal Banker II - Bethelview DeNovo

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Source: Company careers pageValidated by: Fursa AI
Last checked: 23 hours agoStatus: Live

Job Summary

Develop customer relationships and drive sales of retail banking products by using a consultative sales process and Financial Needs Assessment. Build customer profiles, cross-sell to existing clients, and proactively reach out using approved marketing tools to schedule periodic financial reviews. Partner with mortgage, small business, commercial, and investment teams for holistic solutions, meet production and customer experience goals, and support referral and sales processes while adhering to risk, confidentiality, and ethics requirements.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend solutions using the bank’s value proposition.
  • •Use approved marketing tools to reach out to customers, set appointments for periodic financial reviews, and drive consultative sales and service.
  • •Primarily cross-sell to the existing customer base and perform directed outside sales activities and community events.
  • •Participate in consumer loan and bankcard processes, help ensure ethical behavior and confidentiality, and support risk management by following policies and procedures.
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.
  • •Demonstrated ability to acquire new consumer household and small business customers and/or cross-sell to established customers.
  • •Must be able to demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Education:Bachelor's
Skills:Professional communicationCustomer focusRisk awarenessConfidentialitySales development
Licenses:NMLS
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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