Personal Banker Associate I - McMahan Financial Center (Louisville, KY)

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

Build customer relationships by using a consultative sales process and Financial Needs Assessment to identify and meet retail consumer and small business financial needs. Recommend appropriate products, use approved marketing tools to reach customers and schedule reviews, and focus on cross-selling and outside sales activities. Collaborate with business partners through referrals, meet production and customer experience goals, and support CSRs with the sales/referral process while following risk, ethics, and confidentiality policies.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate I - McMahan Financial Center (Louisville, KY)

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Last checked: 10 hours agoStatus: Live

Job Summary

Build customer relationships by using a consultative sales process and Financial Needs Assessment to identify and meet retail consumer and small business financial needs. Recommend appropriate products, use approved marketing tools to reach customers and schedule reviews, and focus on cross-selling and outside sales activities. Collaborate with business partners through referrals, meet production and customer experience goals, and support CSRs with the sales/referral process while following risk, ethics, and confidentiality policies.
Location: Louisville
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.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend solutions.
  • •Use CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Perform cross-selling and directed outside sales activities, including community and business presentations/calls.
  • •Process teller transactions and participate in retail product onboarding, including consumer loan and bankcard processes through closing.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferable skills, or a combination of education and experience.
  • •Demonstrated ability to develop comfort level with sales activities to acquire new customers and cross-sell to established customers.
  • •Must demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Experience in the financial industry is preferred.
  • •S.A.F.E. Act registration at the time of employment through NMLS is required.
Experience:Financial industry
Skills:Consultative sellingCommunicationCustomer serviceRisk awarenessEthical conduct
Licenses: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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