Retail Personal Banker ll - East side Cincinnati (Anderson, Batavia, Eastgate, Mt Washington)

Fifth Third Bancorp
Cincinnati
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer relationship building","Risk awareness","Communication","Confidentiality"]

Act as a Retail Personal Banker II with a sales-first focus on developing relationships and promoting a full range of banking products. Build customer profiles using a consultative sales process and Financial Needs Assessment, cross-sell deposits, loans, and fee-based services, and drive appointments for periodic reviews using approved marketing tools. Partner closely with mortgage and business teams, meet production goals, and provide consultative service while adhering to risk, confidentiality, and compliance requirements.

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FursaFursa
Fifth Third Bancorp
Fifth Third Bancorp
5 days ago

Retail Personal Banker ll - East side Cincinnati (Anderson, Batavia, Eastgate, Mt Washington)

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Act as a Retail Personal Banker II with a sales-first focus on developing relationships and promoting a full range of banking products. Build customer profiles using a consultative sales process and Financial Needs Assessment, cross-sell deposits, loans, and fee-based services, and drive appointments for periodic reviews using approved marketing tools. Partner closely with mortgage and business teams, meet production goals, and provide consultative service while adhering to risk, confidentiality, and compliance requirements.
Location: Cincinnati
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • •Engage in cross-selling and outside sales activities, including referral activity with business partners (mortgage, small business, commercial, and investment).
  • •Adhere to risk management, confidentiality, policies, and ethical conduct while meeting customer experience and production goals.
Travel: Low travel

Key Requirements

  • •College degree or work experience providing transferrable skills (or a combination of education and experience).
  • •Demonstrated ability to develop comfort with sales activities to acquire new consumer customers and cross-sell to established customers.
  • •Must demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Ability to professionally represent the bank through appearance and verbal/written communication.
  • •Must be able to register under the S.A.F.E. Act at the time of employment through NMLS.
Experience:Financial industry
Skills:Consultative salesCustomer relationship buildingRisk awarenessCommunicationConfidentiality
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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