Personal Banker - Virtual Interviews - Huntsville & Birmingham, AL locations

Fifth Third Bancorp
United States
Full timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer relationship management","Risk awareness","Communication","Confidentiality"]

Use a consultative sales approach to assess customers’ financial needs, build customer profiles, and recommend retail consumer and small business products. Proactively reach out using approved marketing tools, set appointments, and primarily cross-sell to existing customers while engaging in directed outside sales activities. Partner with business teams (Mortgage, Small Business, Commercial and Investment) through timely referrals, help guide CSRs, meet production and customer experience goals, and maintain confidentiality and risk-aware conduct.

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Fifth Third Bancorp
Fifth Third Bancorp
11 hours ago

Personal Banker - Virtual Interviews - Huntsville & Birmingham, AL locations

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Use a consultative sales approach to assess customers’ financial needs, build customer profiles, and recommend retail consumer and small business products. Proactively reach out using approved marketing tools, set appointments, and primarily cross-sell to existing customers while engaging in directed outside sales activities. Partner with business teams (Mortgage, Small Business, Commercial and Investment) through timely referrals, help guide CSRs, meet production and customer experience goals, and maintain confidentiality and risk-aware conduct.
Location: United States
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.
  • •Maintain knowledge of retail consumer and small business products/services and recommend solutions using the value proposition.
  • •Use CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to existing customers and engage in directed outside sales activities, including community financial literacy events and business sales calls.
  • •Process teller transactions and participate in consumer loan and bankcard processes, owning sourced loans from application through closing.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferable skills, or combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Ability to develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to established customers.
  • •Demonstrated ability to analyze credit and financial information using advanced math functions.
  • •Must be able to complete S.A.F.E. Act registration through NMLS at the time of employment.
Experience:Financial services
Skills:Consultative salesCustomer relationship managementRisk awarenessCommunicationConfidentiality
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
Glassdoor
Glassdoor: 3.7
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