Personal Banker Associate I

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer service","Communication","Ethical conduct","Risk awareness"]

Serve as a Retail Personal Banker I for customers and prospects using a consultative sales process and Financial Needs Assessment to build profiles and identify current and future needs. Recommend retail consumer and small business products, use marketing tools to reach out and set appointments for periodic reviews, and cross-sell through lobby presence and outside activities. Process teller transactions, support sales/referrals with Business Partners, and help maintain risk and ethical standards while meeting customer experience and production goals.

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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: 11 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker I for customers and prospects using a consultative sales process and Financial Needs Assessment to build profiles and identify current and future needs. Recommend retail consumer and small business products, use marketing tools to reach out and set appointments for periodic reviews, and cross-sell through lobby presence and outside activities. Process teller transactions, support sales/referrals with Business Partners, and help maintain risk and ethical standards while meeting customer experience and production goals.
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 retail consumer and small business products/services using the bank’s value proposition.
  • •Use CAMP and other approved marketing tools to proactively reach out, set appointments, and drive periodic financial reviews.
  • •Focus on cross-selling and engage in outside sales activities such as onsite presentations, business sales calls, and community events.
  • •Process teller transactions and support account growth while maintaining confidentiality, risk standards, and ethical conduct.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Ability to develop comfort with sales activities to acquire new customers and/or cross-sell to established customers.
  • •Demonstrated ability to develop working knowledge of retail policies and procedures to make sound decisions.
  • •Must be able to demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Must obtain S.A.F.E. Act registration at time of employment through NMLS (including MU4R).
Experience:Financial industry
Skills:Consultative salesCustomer serviceCommunicationEthical conductRisk awareness
Certifications:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMPNMLSMU4R

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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