Retail Personal Banker Associate I- Eastland Spanish Speaking Preferred

Fifth Third Bancorp
Charlotte
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer focus","Risk management","Professional communication","Confidentiality"]

Build customer relationships and identify financial needs using a consultative sales process and Financial Needs Assessment. Recommend retail consumer and small business solutions, use CAMP and approved marketing tools to reach out and set appointments, and focus on cross-selling while engaging in outside sales and community events. Partner with Business Partners to refer customers, support CSRs on the sales/referral process, and consistently meet customer experience and production goals while adhering to risk and ethical policies.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Retail Personal Banker Associate I- Eastland Spanish Speaking Preferred

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Build customer relationships and identify financial needs using a consultative sales process and Financial Needs Assessment. Recommend retail consumer and small business solutions, use CAMP and approved marketing tools to reach out and set appointments, and focus on cross-selling while engaging in outside sales and community events. Partner with Business Partners to refer customers, support CSRs on the sales/referral process, and consistently meet customer experience and production goals while adhering to risk and ethical policies.
Location: Charlotte
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 retail consumer and small business products/services using the company’s value proposition.
  • •Use CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to existing customers and conduct outside sales activities, including community financial literacy events.
  • •Process teller transactions and help open/close the Financial Center or Bank Mart as directed while following retail policies to mitigate fraud and risk.
Travel: Low travel

Key Requirements

  • •College degree or work experience with transferrable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Ability to develop comfort with sales activities to acquire customers and cross-sell to established customers.
  • •Demonstrated ability to understand advanced math functions to analyze 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).
Experience:Financial servicesConsumer bankingSmall business banking
Skills:Consultative sellingCustomer focusRisk managementProfessional communicationConfidentiality
Certifications:S.A.F.E. Act registration
Languages:Spanish
Tech Stack:CAMPNMLSNationwide Mortgage Licensing System

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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