Personal Banker Associate II

Fifth Third Bancorp
United States
Full timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer relationship building","Customer service","Ethical conduct","Professional communication"]

Develop customer relationships and drive sales of deposits, loans, and fee-based services by using a consultative sales process and Financial Needs Assessment. Maintain expertise in retail consumer and small business products, proactively reach out with approved marketing tools, and cross-sell within the existing customer base while supporting outside sales activities. Manage referrals with business partners, meet customer experience and production goals, and follow risk, compliance, and confidentiality requirements.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate II

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Develop customer relationships and drive sales of deposits, loans, and fee-based services by using a consultative sales process and Financial Needs Assessment. Maintain expertise in retail consumer and small business products, proactively reach out with approved marketing tools, and cross-sell within the existing customer base while supporting outside sales activities. Manage referrals with business partners, meet customer experience and production goals, and follow risk, compliance, and confidentiality requirements.
Location: United States
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 financial needs.
  • •Recommend retail consumer and small business solutions using the bank’s value proposition.
  • •Use CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to the existing customer base and engage in outside sales activities as directed.
  • •Provide referrals with business partners, guide CSRs on sales and referrals, meet goals, and support loan processing and retail account operations.
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.
  • •Demonstrated ability to engage in sales activities to acquire new customers and/or cross-sell to established customers.
  • •Must demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •S.A.F.E. Act registration at time of employment through NMLS (MU4R registration required).
Experience:Financial industryConsumer bankingSmall business bankingFinancial services
Skills:Consultative sellingCustomer relationship buildingCustomer serviceEthical conductProfessional communication
Licenses:S.A.F.E. Act registrationNMLS MU4R

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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