Personal Banker Associate I - Copper Ranch

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Professional communication","Customer service orientation","Risk awareness","Ethical decision-making"]

Use a consultative sales approach and Financial Needs Assessment to build customer profiles, identify needs, and cross-sell Retail consumer and small business products. Proactively reach out using CAMP and approved marketing tools, set appointments, and support periodic financial reviews. Partner with business teams (e.g., Mortgage and Small Business) to refer customers for holistic solutions, meet production goals, and guide CSRs on sales and referral processes while following risk and ethics policies.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I - Copper Ranch

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Use a consultative sales approach and Financial Needs Assessment to build customer profiles, identify needs, and cross-sell Retail consumer and small business products. Proactively reach out using CAMP and approved marketing tools, set appointments, and support periodic financial reviews. Partner with business teams (e.g., Mortgage and Small Business) to refer customers for holistic solutions, meet production goals, and guide CSRs on sales and referral processes while following risk and ethics 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 deep knowledge of Retail consumer and small business products and recommend solutions using the bank’s value proposition.
  • •Use CAMP and approved marketing tools to proactively reach out, set appointments, and support periodic financial reviews.
  • •Primarily cross-sell to existing customers and engage in outside sales activities such as onsite presentations and community financial literacy events.
  • •Process teller transactions and participate in the consumer loan and bankcard process from application through closing, while following policies to mitigate fraud and risk.
Travel: Medium travel

Key Requirements

  • •College degree or work experience with transferable skills (or a combination of education and experience).
  • •Experience in the financial industry preferred.
  • •Ability to perform sales activities to acquire customers and/or cross-sell to established customers.
  • •Demonstrated understanding of advanced math functions to analyze credit and financial information.
  • •Must be able to obtain/maintain S.A.F.E. Act registration at employment through NMLS (MU4R).
Experience:Financial servicesConsumer bankingSmall business banking
Skills:Consultative sellingProfessional communicationCustomer service orientationRisk awarenessEthical decision-making
Tech Stack:CAMPNMLSMU4RS.A.F.E. ActFinancial Needs Assessment

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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