Personal Banker Associate I

Fifth Third Bancorp
Louisville
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Customer focus","Communication","Risk management","Confidentiality","Sales"]

Serve as a Financial Center Retail Personal Banker I, using a consultative sales process and Financial Needs Assessments to identify customer and prospect needs. Build thorough customer profiles, recommend retail consumer and small business solutions, and use CAMP/marketing tools to reach out and set appointments. Cross-sell, support outside sales and community events, and partner with Mortgage, Small Business, Commercial and Investment teams while meeting production and customer experience goals.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Serve as a Financial Center Retail Personal Banker I, using a consultative sales process and Financial Needs Assessments to identify customer and prospect needs. Build thorough customer profiles, recommend retail consumer and small business solutions, and use CAMP/marketing tools to reach out and set appointments. Cross-sell, support outside sales and community events, and partner with Mortgage, Small Business, Commercial and Investment teams while meeting production and customer experience goals.
Location: Louisville
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 financial needs.
  • •Recommend appropriate retail consumer and small business products/services using the value proposition.
  • •Utilize CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to existing customers and perform outside sales activities and community financial literacy events as directed.
  • •Process teller transactions and participate in the consumer loan and bankcard process through closing, while maintaining confidentiality and compliance.
Travel: Medium travel

Key Requirements

  • •College degree or work experience with transferrable skills (or combination of education and experience).
  • •Comfort developing sales activities to acquire new consumer households and/or cross-sell to existing customers.
  • •Ability to demonstrate understanding of advanced math functions for analyzing credit and financial information.
  • •Demonstrated ability to build working knowledge of Retail policies and procedures to make sound judgments.
  • •S.A.F.E. Act registration required at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial services
Skills:Customer focusCommunicationRisk managementConfidentialitySales
Licenses:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMP

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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