Personal Banker Associate I- Warren & Evergreen

Fifth Third Bancorp
Detroit
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer service","Cross-selling","Risk management","Communication"]

Use a consultative sales process and Financial Needs Assessment to build customer profiles, identify financial needs, and cross-sell retail consumer and small business products. Proactively reach out using CAMP and approved marketing tools, set appointments for periodic financial reviews, and support appointment setting and outside sales activities. Serve as a trusted point of contact for customers and coordinate referrals with mortgage and small business partners while processing teller transactions and following risk and confidentiality requirements.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate I- Warren & Evergreen

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Use a consultative sales process and Financial Needs Assessment to build customer profiles, identify financial needs, and cross-sell retail consumer and small business products. Proactively reach out using CAMP and approved marketing tools, set appointments for periodic financial reviews, and support appointment setting and outside sales activities. Serve as a trusted point of contact for customers and coordinate referrals with mortgage and small business partners while processing teller transactions and following risk and confidentiality requirements.
Location: Detroit
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.
  • •Recommend appropriate retail consumer and small business solutions using the value proposition.
  • •Utilize CAMP and approved marketing tools to proactively reach out, set appointments, and conduct periodic financial reviews.
  • •Cross-sell to existing customers and engage in outside sales activities, including presentations, business sales calls, and community financial literacy events.
  • •Establish relationships with business partners and refer customers when appropriate, while processing teller transactions and maintaining confidentiality and ethical conduct.
Travel: Low travel

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Demonstrated ability to develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to established customers.
  • •Must be able to demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Demonstrated ability to develop working knowledge of retail policies and procedures to use good judgment in decision-making.
  • •This position requires S.A.F.E. Act registration at time of employment through NMLS.
Experience:Financial services
Skills:Consultative sellingCustomer serviceCross-sellingRisk managementCommunication
Certifications:S.A.F.E. Act registration

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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