Personal Banker Associate I - Wynnewood

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer focus","Professional communication","Risk awareness","Confidentiality"]

Join the training program to become a Retail Personal Banker I, learning through onboarding rotations in operations and Sales & Service, then earning certification to serve customers using a consultative sales process. Build customer profiles with Financial Needs Assessment, cross-sell retail consumer and small business products, use marketing tools to set appointments, guide CSRs on sales/referrals, and help meet customer experience and revenue goals while processing teller transactions and supporting platform staff.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Personal Banker Associate I - Wynnewood

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Last checked: 3 hours agoStatus: Live

Job Summary

Join the training program to become a Retail Personal Banker I, learning through onboarding rotations in operations and Sales & Service, then earning certification to serve customers using a consultative sales process. Build customer profiles with Financial Needs Assessment, cross-sell retail consumer and small business products, use marketing tools to set appointments, guide CSRs on sales/referrals, and help meet customer experience and revenue goals while processing teller transactions and supporting platform staff.
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 in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • •Primarily focus on cross-selling and support outside sales activities, including onsite and community financial literacy events as directed.
  • •Process teller transactions and participate in opening/closing activities, while participating in consumer loan and bankcard processes from application through closing.
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 cross-sell to established customers.
  • •Ability to demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •This position requires S.A.F.E. Act registration through NMLS (NMLS MU4R registration at employment time).
Experience:Financial industry
Skills:Consultative salesCustomer focusProfessional communicationRisk awarenessConfidentiality
Certifications:S.A.F.E. Act registration (NMLS MU4R)
Tech Stack:CAMPFinancial Needs AssessmentNMLS

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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