Personal Banker Associate II - Hollywood Denovo FC

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

Develop new and existing customer relationships through consultative sales, using a Financial Needs Assessment to identify needs and promote deposit, loan, and fee-based banking products. Cross-sell within the customer base and support outside sales activities, while partnering with Mortgage, Small Business, Commercial, and Investment teams to refer customers. Maintain required retail knowledge, meet customer experience and production goals, and follow policies to manage risk and protect customer data.

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Fifth Third Bancorp
Fifth Third Bancorp
16 hours ago

Personal Banker Associate II - Hollywood Denovo FC

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Develop new and existing customer relationships through consultative sales, using a Financial Needs Assessment to identify needs and promote deposit, loan, and fee-based banking products. Cross-sell within the customer base and support outside sales activities, while partnering with Mortgage, Small Business, Commercial, and Investment teams to refer customers. Maintain required retail knowledge, meet customer experience and production goals, and follow policies to manage risk and protect customer data.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Complete onboarding and education program rotations in Operations and Sales & Service, leading to a certification to perform in the Retail Personal Banker job family.
  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
  • •Recommend retail consumer and small business products/services using the bank’s value proposition and support consultative sales and service.
  • •Use CAMP and approved marketing tools to reach out to customers, set appointments for financial reviews, and primarily cross-sell to existing customers.
  • •Meet/exceed customer experience and production goals, manage confidential information, and help CSRs with sales/referral 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.
  • •Ability to develop comfort level with sales activities to acquire new consumer household and small business customers and cross-sell to existing customers.
  • •Demonstrated ability to analyze credit and financial information using advanced math functions.
  • •S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment (MU4R questions/registration required).
Experience:Financial servicesBankingConsumer banking
Skills:Consultative sellingRelationship buildingCustomer experienceRisk awarenessProfessional communication
Certifications:S.A.F.E. ActNMLS

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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Glassdoor: 3.7
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