Personal Banker Associate 2

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Consultative selling","Customer focus","Professional communication","Ethics","Risk awareness"]

Develop and grow relationships with retail consumers and small business customers by using a consultative sales process and Financial Needs Assessment to identify needs. Promote deposits, loans, and fee-based services, cross-sell to the existing customer base, and engage in outside sales activities. Maintain strong product knowledge, use marketing tools to set appointments, and refer customers to business partners for holistic solutions while following risk and ethics policies.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Personal Banker Associate 2

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Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live

Job Summary

Develop and grow relationships with retail consumers and small business customers by using a consultative sales process and Financial Needs Assessment to identify needs. Promote deposits, loans, and fee-based services, cross-sell to the existing customer base, and engage in outside sales activities. Maintain strong product knowledge, use marketing tools to set appointments, and refer customers to business partners for holistic solutions 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

  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future needs.
  • •Recommend appropriate retail consumer and small business solutions using the bank’s value proposition.
  • •Use CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to the existing customer base and conduct outside sales activities, including presentations, business calls, and community events.
  • •Ensure risk and ethical compliance while opening/servicing retail products and supporting loan process through closing.
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 develop comfort with sales activities to acquire new customers and cross-sell to established customers.
  • •Ability to demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •This position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial services
Education:Bachelor's
Skills:Consultative sellingCustomer focusProfessional communicationEthicsRisk awareness
Certifications: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
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