Personal Banker Associate II (Ann Arbor Lilley)

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

Become a Retail Personal Banker II, focusing on sales development and long-term relationship building. Build customer profiles using a consultative sales approach and Financial Needs Assessment, cross-sell deposits, loans, and fee-based services, and set appointments using approved marketing tools. Collaborate with business partners through referrals, meet customer experience and production goals, support CSRs in the sales/referral process, and manage risk by following policies while protecting customer confidentiality.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate II (Ann Arbor Lilley)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 21 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker II, focusing on sales development and long-term relationship building. Build customer profiles using a consultative sales approach and Financial Needs Assessment, cross-sell deposits, loans, and fee-based services, and set appointments using approved marketing tools. Collaborate with business partners through referrals, meet customer experience and production goals, support CSRs in the sales/referral process, and manage risk by following policies while protecting customer confidentiality.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify needs.
  • •Maintain product knowledge for retail consumer and small business offerings and recommend appropriate solutions.
  • •Use CAMP and approved marketing tools to reach out to customers and set appointments for periodic reviews.
  • •Cross-sell to existing customers and engage in outside sales activities, including presentations and community events.
  • •Support referral activity with business partners, meet customer experience and production goals, and follow risk 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.
  • •Ability to develop comfort level with sales activities to acquire customers and cross-sell to established customers.
  • •Demonstrated understanding of advanced math functions to analyze credit and financial information.
  • •S.A.F.E. Act registration at time of employment through NMLS (MU4R registration required).
Experience:Financial services
Skills:Customer serviceProfessional communicationRisk awarenessConfidentialitySales
Licenses:MU4R
Certifications:S.A.F.E. Act registration (NMLS)

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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