Personal Banker Associate I - Grand River Beck

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Customer focus","Professional communication","Ethical conduct","Risk awareness","Confidentiality"]

Serve as a Retail Personal Banker I in a Financial Center, using a consultative sales process and Financial Needs Assessment to build customer profiles and identify needs. Recommend retail consumer and small business products, proactively reach out using approved marketing tools, and cross-sell to deepen households and business relationships. Process teller transactions, support referrals with mortgage and business partners, meet production goals tied to the Financial Center P&L, and follow policies to manage risk and protect customer confidentiality.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I - Grand River Beck

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Last checked: 5 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker I in a Financial Center, using a consultative sales process and Financial Needs Assessment to build customer profiles and identify needs. Recommend retail consumer and small business products, proactively reach out using approved marketing tools, and cross-sell to deepen households and business relationships. Process teller transactions, support referrals with mortgage and business partners, meet production goals tied to the Financial Center P&L, and follow policies to manage risk and protect customer confidentiality.
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 a thorough customer profile and identify financial needs.
  • •Maintain knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and other approved marketing tools to reach out to customers, set appointments, and conduct periodic financial reviews.
  • •Cross-sell to existing customers and support outside sales activities such as onsite presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions, support referrals with mortgage and business partners, and help guide CSRs on the sales and referral process.
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.
  • •Demonstrated ability to develop comfort with sales activities to acquire new consumer households and small business customers and/or cross-sell to existing customers.
  • •Must demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Ability to build a working knowledge of retail policies and procedures to make sound decisions; requires SAFE Act registration through NMLS at time of employment.
Experience:Financial industry
Skills:Customer focusProfessional communicationEthical conductRisk awarenessConfidentiality
Certifications:SAFE Act registration (NMLS)
Tech Stack:CAMPNMLS

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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