Personal Banker II - Springboro

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer relationship building","Risk awareness","Communication","Professionalism","Confidentiality","Goal orientation"]

Develop customer relationships and drive sales of deposits, loans, and fee-based services as a Retail Personal Banker II. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend solutions, and set appointments using marketing tools. Cross-sell to existing customers and engage in outside sales activities, while partnering with mortgage and small business teams. Maintain compliance and risk accountability, meet production and customer experience goals, and provide guidance and confidentiality.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker II - Springboro

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Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Live

Job Summary

Develop customer relationships and drive sales of deposits, loans, and fee-based services as a Retail Personal Banker II. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend solutions, and set appointments using marketing tools. Cross-sell to existing customers and engage in outside sales activities, while partnering with mortgage and small business teams. Maintain compliance and risk accountability, meet production and customer experience goals, and provide guidance and confidentiality.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Complete a 4-8 week onboarding and education program with rotations in Operations and Sales & Service, including certification at the conclusion of training.
  • •Sell a full range of retail banking products and services to meet customer needs for existing and prospective customers.
  • •Use Financial Needs Assessment and a consultative sales process to build customer profiles and identify current and future financial needs.
  • •Use CAMP and approved marketing tools to proactively reach out and set appointments for periodic financial reviews.
  • •Maintain compliance and risk accountability by following policies and procedures, mitigating fraud risks, and keeping all business confidential.

Key Requirements

  • •College degree or work experience with transferrable skills (or a combination of education and experience).
  • •Experience in the financial industry preferred.
  • •Demonstrated ability to acquire new consumer/small business customers and cross-sell to existing customers.
  • •Ability to demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •Must be able to obtain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.
Experience:Financial industryConsumer bankingSmall business
Skills:Consultative sellingCustomer relationship buildingRisk awarenessCommunicationProfessionalismConfidentialityGoal orientation
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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