Personal Banker Associate I - Schaumburg East

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeUSD 43,680 - 69,900 annuallyFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Consultative selling","Customer focus","Risk awareness","Professional communication","Confidentiality"]

Use a consultative sales process and Financial Needs Assessment to build customer profiles and proactively identify financial needs for consumers and small businesses. Maintain product knowledge and recommend solutions, using approved marketing tools to reach out and set appointments. Cross-sell, support outside sales activities, refer to business partners, and meet customer experience and production goals while processing teller transactions and following risk and conduct policies.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I - Schaumburg East

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Use a consultative sales process and Financial Needs Assessment to build customer profiles and proactively identify financial needs for consumers and small businesses. Maintain product knowledge and recommend solutions, using approved marketing tools to reach out and set appointments. Cross-sell, support outside sales activities, refer to business partners, and meet customer experience and production goals while processing teller transactions and following risk and conduct policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Use consultative sales and the Financial Needs Assessment to build thorough customer profiles and identify current and future financial needs.
  • •Recommend appropriate retail consumer and small business solutions using the company value proposition.
  • •Use CAMP and approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to existing customers and engage in outside sales activities as directed, including community financial literacy events.
  • •Establish relationships with business partners (Mortgage, Small Business, Commercial and Investment) and refer customers to deliver timely, holistic financial solutions.
Travel: Medium travel

Pay and Benefits

Salary: USD 43,680 - 69,900 annually

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Experience in the financial industry (preferred).
  • •Ability to comfortably perform sales activities to acquire new consumer household and small business customers and/or cross-sell to existing customers.
  • •Demonstrated understanding of advanced math functions to analyze credit and financial information.
  • •This position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.
Experience:Financial services
Education:Bachelor's
Skills:Consultative sellingCustomer focusRisk awarenessProfessional communicationConfidentiality
Licenses:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMPNMLSMU4R

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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