Personal Banker Associate I - Clermont, FL

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer relationship building","Professional communication","Risk awareness","Ethical conduct"]

Use a consultative sales approach to assess customers’ financial needs, build and maintain customer profiles, and recommend appropriate retail and small business products. Proactively reach out using CAMP and marketing tools, cross-sell to existing customers, and engage in outside sales activities and community events. Process teller transactions, support referrals with business partners, and help meet customer experience and financial center production goals while following risk and ethics policies.

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Fifth Third Bancorp
Fifth Third Bancorp
6 days ago

Personal Banker Associate I - Clermont, FL

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Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Live

Job Summary

Use a consultative sales approach to assess customers’ financial needs, build and maintain customer profiles, and recommend appropriate retail and small business products. Proactively reach out using CAMP and marketing tools, cross-sell to existing customers, and engage in outside sales activities and community events. Process teller transactions, support referrals with business partners, and help meet customer experience and financial center production goals while following risk and ethics policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Become a Retail Personal Banker I after completing a 4-8 week onboarding and education program with rotations in operations and Sales & Service.
  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend solutions using the bank’s value proposition.
  • •Proactively reach out to customers using CAMP and approved marketing tools to set appointments for periodic financial reviews.
  • •Process teller transactions and participate in the consumer loan and bankcard process, including sourcing loans and supporting opening/closing processes.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills (or a combination of education and experience).
  • •Experience in the financial industry preferred.
  • •Demonstrated ability to engage in sales activities to acquire new customers and/or cross-sell to existing customers.
  • •Must be able to demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •Ability to obtain S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial servicesConsumer bankingSmall business lending
Skills:Consultative sellingCustomer relationship buildingProfessional communicationRisk 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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