Personal Banker Associate I - Broadway

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer relationship management","Cross-selling","Communication","Risk awareness"]

Use a consultative sales process to identify and meet customers’ financial needs while building thorough customer profiles. Recommend retail consumer and small business products, proactively reach out using approved marketing tools, and cross-sell to deepen relationships. Work with assigned business partners by referring customers for holistic solutions, support CSRs in the sales/referral process, and help meet customer experience and production goals.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I - Broadway

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Use a consultative sales process to identify and meet customers’ financial needs while building thorough customer profiles. Recommend retail consumer and small business products, proactively reach out using approved marketing tools, and cross-sell to deepen relationships. Work with assigned business partners by referring customers for holistic solutions, support CSRs in the sales/referral process, and help meet customer experience and production goals.
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 financial needs.
  • •Maintain in-depth knowledge of retail consumer and small business products and recommend appropriate solutions.
  • •Use CAMP and other approved marketing tools to proactively reach out, set appointments, and support periodic financial reviews.
  • •Cross-sell to existing customers and perform outside sales activities as directed.
  • •Process teller transactions and support loan processes from application through closing, while helping with financial center opening/closing.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Demonstrated ability to build comfort with sales activities to acquire new consumer households and/or cross-sell to established customers.
  • •Ability to demonstrate understanding of advanced math functions for analyzing credit and financial information.
  • •Professional representation of Fifth Third Bank through appearance and verbal/written communication.
  • •Ability to obtain and maintain S.A.F.E. Act registration through NMLS at the time of employment.
Experience:Financial servicesRetail bankingConsumer bankingSmall business lending
Skills:Consultative sellingCustomer relationship managementCross-sellingCommunicationRisk awareness
Licenses:NMLS
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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