Personal Banker Associate I

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Professional communication","Customer service","Ethical behavior","Risk awareness","Sales ability"]

Serve as a Retail Personal Banker focused on consultative selling to identify and meet customers’ financial needs. Build customer profiles using Financial Needs Assessments, recommend retail consumer and small-business solutions, and use marketing tools to reach out and set appointments. Cross-sell, participate in outside sales and community events, support loan/bankcard processes, and maintain trusted, compliant handling of customer information.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Personal Banker Associate I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker focused on consultative selling to identify and meet customers’ financial needs. Build customer profiles using Financial Needs Assessments, recommend retail consumer and small-business solutions, and use marketing tools to reach out and set appointments. Cross-sell, participate in outside sales and community events, support loan/bankcard processes, and maintain trusted, compliant handling of customer information.
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 financial needs.
  • •Recommend appropriate retail consumer and small business solutions using the company’s value proposition.
  • •Use CAMP and other 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 and community financial literacy events as directed.
  • •Process teller transactions and support consumer loan and bankcard workflows, owning sourced loans from application through closing as required.
Travel: Low travel

Key Requirements

  • •College degree or work experience with 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/or cross-sell to established customers.
  • •Demonstrated ability to develop a working knowledge of Retail policies and procedures to make sound decisions.
  • •Must obtain S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial services
Skills:Professional communicationCustomer serviceEthical behaviorRisk awarenessSales ability
Licenses:NMLS registration
Certifications:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMPFinancial Needs AssessmentNMLS

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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