Personal Banker Associate II

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer relationship building","Customer service","Risk awareness","Ethical conduct"]

Develop customer relationships and drive growth by selling a full range of retail banking products and services. Use a consultative sales process and Financial Needs Assessment to identify customer needs, promote deposits, loans, and fee-based services, and support retention. Proactively reach out using approved marketing tools, perform outside sales activities, and collaborate with business partners for referrals while maintaining risk, ethics, and customer experience standards.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Personal Banker Associate II

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Develop customer relationships and drive growth by selling a full range of retail banking products and services. Use a consultative sales process and Financial Needs Assessment to identify customer needs, promote deposits, loans, and fee-based services, and support retention. Proactively reach out using approved marketing tools, perform outside sales activities, and collaborate with business partners for referrals while maintaining risk, ethics, and customer experience standards.
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 customer profiles and identify current and future financial needs.
  • •Maintain product/service knowledge for retail consumer and small business customers and recommend appropriate 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 such as presentations and community financial literacy events.
  • •Meet production goals, provide guidance on the sales and referral process, and ensure confidentiality, risk management, and adherence to policies and ethics.
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 is preferred.
  • •Ability to perform 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.
  • •Ability to represent the bank professionally through appearance and verbal/written communication, and to use retail policies and procedures with good judgment.
Experience:Financial services
Skills:Consultative salesCustomer relationship buildingCustomer serviceRisk awarenessEthical conduct
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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Glassdoor: 3.7
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