Personal Banker Associate I- Goose Creek, SC

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

Use a consultative sales approach to identify and meet retail customers’ and prospects’ financial needs. Build customer profiles using Financial Needs Assessment, cross-sell retail and small business products, and proactively reach out using CAMP and approved marketing tools to set periodic review appointments. Establish relationships with business partners (mortgage, small business, commercial, investment), process teller transactions, participate in loan/bankcard processes, and follow risk, ethics, and confidentiality policies.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Personal Banker Associate I- Goose Creek, SC

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Use a consultative sales approach to identify and meet retail customers’ and prospects’ financial needs. Build customer profiles using Financial Needs Assessment, cross-sell retail and small business products, and proactively reach out using CAMP and approved marketing tools to set periodic review appointments. Establish relationships with business partners (mortgage, small business, commercial, investment), process teller transactions, participate in loan/bankcard processes, and follow risk, ethics, and confidentiality policies.
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 offerings and recommend solutions using the value proposition.
  • •Use CAMP and approved marketing tools to proactively reach out and set appointments for periodic financial reviews.
  • •Focus on cross-selling and outside sales activities, including onsite presentations and business sales calls, as directed.
  • •Process teller transactions and support the loan process from application through closing, while participating in opening/closing activities as directed.
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 develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to existing customers.
  • •Ability to demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Must be able to complete S.A.F.E. Act registration at the time of employment through NMLS.
Experience:Financial services
Skills:Consultative sellingCustomer serviceRisk managementProfessional communicationConfidentiality
Certifications:S.A.F.E. Act registrationNMLS

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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