Personal Banker Associate I -Preston-Mapleshade

Fifth Third Bancorp
Dallas
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Consultative selling","Professional communication","Customer service","Risk awareness","Confidentiality"]

Build customer relationships and grow new households by using a consultative sales process and Financial Needs Assessment to understand customers’ current and future needs. Recommend retail consumer and small business solutions, use CAMP and approved marketing tools to reach out and schedule periodic reviews, and cross-sell through outside sales activities and business partner referrals. Process teller transactions and support financial center platform operations while maintaining risk, ethics, and confidentiality standards.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I -Preston-Mapleshade

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Last checked: 3 hours agoStatus: Live

Job Summary

Build customer relationships and grow new households by using a consultative sales process and Financial Needs Assessment to understand customers’ current and future needs. Recommend retail consumer and small business solutions, use CAMP and approved marketing tools to reach out and schedule periodic reviews, and cross-sell through outside sales activities and business partner referrals. Process teller transactions and support financial center platform operations while maintaining risk, ethics, and confidentiality standards.
Location: Dallas
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 financial needs.
  • •Recommend appropriate retail consumer and small business solutions using the company value proposition.
  • •Use CAMP and other approved marketing tools to reach out to customers and schedule periodic financial reviews.
  • •Cross-sell to existing customers and perform outside sales activities as directed.
  • •Process teller transactions and participate in consumer loan and bankcard processing from application through closing, while adhering to risk, ethics, and confidentiality policies.
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 customers and cross-sell to established customers.
  • •Must demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •This position requires S.A.F.E. Act registration at the time of employment through NMLS.
Experience:Financial servicesBanking
Education:Bachelor's
Skills:Consultative sellingProfessional communicationCustomer serviceRisk awarenessConfidentiality
Certifications:S.A.F.E. Act registration
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
Glassdoor
Glassdoor: 3.7
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