Personal Banker Associate II - Sullivan

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

Serve as a Retail Personal Banker II focused on consultative sales and relationship building. Promote and sell deposits, loans, and fee-based services to retail and small business customers using a Financial Needs Assessment and approved marketing tools. Manage risk by following policies and monitoring and reporting risk types, while meeting customer experience and production goals and supporting referrals with business partners. Complete a 4–8 week onboarding and certification program.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate II - Sullivan

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Source: Company careers pageValidated by: Fursa AI
Last checked: 34 minutes agoStatus: Live

Job Summary

Serve as a Retail Personal Banker II focused on consultative sales and relationship building. Promote and sell deposits, loans, and fee-based services to retail and small business customers using a Financial Needs Assessment and approved marketing tools. Manage risk by following policies and monitoring and reporting risk types, while meeting customer experience and production goals and supporting referrals with business partners. Complete a 4–8 week onboarding and certification program.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

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 and deliver value-proposition based solutions.
  • •Use CAMP and 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 and community financial literacy events as directed.
  • •Meet/exceed customer experience and production goals, provide CSR guidance on sales/referrals, and participate in consumer loan and bankcard processes from application through closing.
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 conduct sales activities to acquire new customers and/or cross-sell to established customers.
  • •Demonstrated understanding of advanced math functions to analyze credit and financial information.
  • •This role requires S.A.F.E. Act registration at the time of employment through NMLS (MU4R questions/registration required).
Experience:Financial industryConsumer bankingSmall business
Skills:Consultative salesRelationship buildingCustomer serviceRisk managementProfessional communication
Licenses:S.A.F.E. 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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