Personal Banker Associate I

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Customer-focused communication","Professionalism","Ethical conduct","Risk awareness","Problem ownership"]

Use a consultative sales process and Financial Needs Assessment to understand customers’ current and future financial needs. Build and maintain relationships by cross-selling retail consumer and small business products, proactively reaching out with approved marketing tools, and referring customers to partners for holistic solutions. Meet customer experience and production goals while processing teller transactions, supporting platform staff, and following risk, confidentiality, and ethical conduct requirements.

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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: 3 hours agoStatus: Live

Job Summary

Use a consultative sales process and Financial Needs Assessment to understand customers’ current and future financial needs. Build and maintain relationships by cross-selling retail consumer and small business products, proactively reaching out with approved marketing tools, and referring customers to partners for holistic solutions. Meet customer experience and production goals while processing teller transactions, supporting platform staff, and following risk, confidentiality, and ethical conduct requirements.
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.
  • •Recommend retail consumer and small business products/services using the company value proposition.
  • •Use CAMP and other approved marketing tools to reach out, set appointments, and conduct periodic financial reviews.
  • •Engage in cross-selling and outside sales activities, including community financial literacy events and business sales calls.
  • •Provide guidance on the sales and referral process, process teller transactions, and maintain confidentiality while following risk policies and procedures.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferable skills (or a combination of education and experience).
  • •Experience in the financial industry preferred.
  • •Ability to develop comfort with sales activities to acquire new consumer households and/or cross-sell to established customers.
  • •Demonstrate understanding of advanced math functions for analyzing credit and financial information.
  • •Ability to develop working knowledge of Retail policies and procedures to make sound decisions.
Experience:Financial industry
Education:Bachelor's
Skills:Customer-focused communicationProfessionalismEthical conductRisk awarenessProblem ownership
Certifications:S.A.F.E. Act registration
Tech Stack:CAMPNMLSMU4R

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
WebsiteLinkedInGlassdoor