Personal Banker Associate I - 15 and Gratiot

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

Serve as a Financial Center personal banker using a consultative sales process to identify and meet customers’ financial needs. Build customer profiles with Financial Needs Assessment, cross-sell retail consumer and small business products, and use marketing tools to reach out and set appointments. Process teller transactions, support loan and bankcard activities, guide CSR sales/referrals, and maintain risk and ethical responsibilities while meeting customer experience and production goals.

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Fifth Third Bancorp
Fifth Third Bancorp
16 hours ago

Personal Banker Associate I - 15 and Gratiot

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live
Reposted: similar role first listed 3 weeks ago

Job Summary

Serve as a Financial Center personal banker using a consultative sales process to identify and meet customers’ financial needs. Build customer profiles with Financial Needs Assessment, cross-sell retail consumer and small business products, and use marketing tools to reach out and set appointments. Process teller transactions, support loan and bankcard activities, guide CSR sales/referrals, and maintain risk and ethical responsibilities while meeting customer experience and production goals.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
  • •Recommend retail consumer and small business solutions and cross-sell to existing customers, including outside sales activities as directed.
  • •Proactively reach out to customers using CAMP and other approved marketing tools to set appointments for periodic reviews.
  • •Process teller transactions and adhere to policies and procedures when opening/servicing retail products.
  • •Participate in the consumer loan and bankcard process, owning sourced loans from application through closing, and support Financial Center opening/closing processes as directed.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills (or combination of education and experience).
  • •Experience in the financial industry is preferred.
  • •Demonstrated ability to comfortably perform sales activities to acquire new consumer household and small business customers and/or cross-sell to existing customers.
  • •Must demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Skills:Consultative salesCustomer profilingRisk awarenessEthical behaviorProfessional communication
Certifications:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMP

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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Glassdoor: 3.7
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