Personal Banker Associate I - Ingram

Fifth Third Bancorp
Texas
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Communication","Customer service","Ethical behavior","Risk awareness","Relationship building"]

Build trusted customer relationships and identify financial needs using a consultative sales process and Financial Needs Assessment. Recommend retail consumer and small business products, use CAMP and other marketing tools to reach out and set appointments, and drive cross-selling and outside sales. Work within a financial center/platform team environment, support referrals to business partners, and help meet customer experience and production goals while maintaining risk and ethical standards.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Personal Banker Associate I - Ingram

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Last checked: 15 hours agoStatus: Live

Job Summary

Build trusted customer relationships and identify financial needs using a consultative sales process and Financial Needs Assessment. Recommend retail consumer and small business products, use CAMP and other marketing tools to reach out and set appointments, and drive cross-selling and outside sales. Work within a financial center/platform team environment, support referrals to business partners, and help meet customer experience and production goals while maintaining risk and ethical standards.
Location: Texas
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 a customer profile and identify financial needs.
  • •Recommend appropriate retail consumer and small business products/services using the company value proposition.
  • •Proactively reach out to customers using CAMP and other approved marketing tools to set appointments for periodic financial reviews.
  • •Drive cross-selling and outside sales activities, including onsite presentations and community financial literacy events as directed.
  • •Process teller transactions, support loan/bankcard activities from application through closing, and follow risk/ethics and retail procedures.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills (or combination of education and experience).
  • •Experience in the financial industry preferred.
  • •Ability to develop comfort level with sales activities to acquire new customers and cross-sell to established customers.
  • •Demonstrated ability to understand advanced math functions for analysis of credit and financial information.
  • •Successful S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Skills:CommunicationCustomer serviceEthical behaviorRisk awarenessRelationship building
Licenses:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMPNMLS

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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