Personal Banker Associate I - Huntington Beach

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeUSD 43,680 - 69,900 annuallyFunction: Banking, Lending & CreditSkills: ["Consultative selling","Risk awareness","Professional communication","Customer service","Confidentiality"]

Serve as a Retail Personal Banker I in a Financial Center role, using a consultative sales process and Financial Needs Assessment to build customer profiles and proactively meet financial needs. Execute lobby and outside-sales activities, cross-sell retail consumer and small business products, set appointments via approved marketing tools, and refer customers to business partners for holistic solutions. Support risk-focused, ethical operations while meeting customer experience and production goals and assisting with teller transactions and loan processing through closing.

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Fifth Third Bancorp
Fifth Third Bancorp
4 days ago

Personal Banker Associate I - Huntington Beach

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Last checked: 8 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker I in a Financial Center role, using a consultative sales process and Financial Needs Assessment to build customer profiles and proactively meet financial needs. Execute lobby and outside-sales activities, cross-sell retail consumer and small business products, set appointments via approved marketing tools, and refer customers to business partners for holistic solutions. Support risk-focused, ethical operations while meeting customer experience and production goals and assisting with teller transactions and loan processing through closing.
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 needs.
  • •Maintain in-depth knowledge of retail consumer and small business products and recommend solutions using the value proposition.
  • •Proactively reach out to customers and set appointments for periodic financial reviews using CAMP and approved marketing tools.
  • •Primarily focus on cross-selling and support outside sales activities, including community financial literacy events and business sales calls.
  • •Participate in the consumer loan and bankcard process, owning sourced loans from application through closing; process teller transactions and support Financial Center opening/closing.
  • •Refer customers to assigned business partners (Mortgage, Small Business, Commercial and Investment) for timely, holistic solutions.
Travel: Low travel

Pay and Benefits

Salary: USD 43,680 - 69,900 annually

Key Requirements

  • •College degree or work experience with transferrable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Ability to comfortably perform sales activities to acquire new customers and cross-sell to existing customers.
  • •Demonstrated ability to use advanced math functions to analyze credit and financial information.
  • •Must be able to obtain S.A.F.E. Act registration at employment through NMLS (MU4R).
Experience:Financial services
Skills:Consultative sellingRisk awarenessProfessional communicationCustomer serviceConfidentiality
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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