Personal Banker Associate I/Scottsdale-McDowell

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer focus","Risk management","Communication","Confidentiality"]

Use a consultative sales process and Financial Needs Assessment to understand customers’ current and future needs, building thorough customer profiles and cross-selling retail and small business solutions. Proactively reach out with approved marketing tools, set appointments, and drive outside sales activities. Serve as platform staff by processing teller transactions, participating in consumer loan and bankcard processes, and supporting the opening/closing of the financial center while following policies, managing risk, and delivering a strong customer experience.

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Fifth Third Bancorp
Fifth Third Bancorp
4 days ago

Personal Banker Associate I/Scottsdale-McDowell

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

Job Summary

Use a consultative sales process and Financial Needs Assessment to understand customers’ current and future needs, building thorough customer profiles and cross-selling retail and small business solutions. Proactively reach out with approved marketing tools, set appointments, and drive outside sales activities. Serve as platform staff by processing teller transactions, participating in consumer loan and bankcard processes, and supporting the opening/closing of the financial center while following policies, managing risk, and delivering a strong customer experience.
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 needs.
  • •Recommend retail consumer and small business products/services and provide solutions using the company value proposition.
  • •Use CAMP and approved marketing tools to reach out to customers, set appointments, and conduct periodic financial reviews.
  • •Drive cross-selling and outside sales activities, including referrals to assigned business partners for timely holistic solutions.
  • •Process teller transactions and participate in the consumer loan and bankcard process, as well as opening/closing activities for the financial center or bank mart, while following policies and mitigating fraud and risk.
Travel: Low travel

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Ability to develop comfort level with sales activities to acquire new consumer household and small business customers and/or cross-sell to established customers.
  • •Demonstrated understanding of advanced math functions to analyze credit and financial information.
  • •Ability to professionally represent the bank with strong appearance and verbal/written communication.
  • •Ability to maintain S.A.F.E. Act registration at the time of employment through NMLS (MU4R questions/registration required).
Experience:Financial services
Skills:Consultative salesCustomer focusRisk managementCommunicationConfidentiality
Certifications:S.A.F.E. Act (SAFE) registrationNMLS (Nationwide Mortgage Licensing System)

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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Glassdoor: 3.7
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