Personal Banker Associate I

Fifth Third Bancorp
Naples
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Customer service","Professional communication","Risk awareness","Confidentiality","Goal orientation"]

Use the consultative sales process and Financial Needs Assessment to build customer profiles, identify financial needs, and recommend retail and small business solutions. Proactively reach out with approved marketing tools, cross-sell to existing customers, and perform outside sales activities. Maintain strong relationships with business partners and meet customer experience and production goals, while processing teller transactions and following risk, ethics, and retail procedures. Participate in consumer loan and bankcard processes as assigned.

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Fifth Third Bancorp
Fifth Third Bancorp
10 hours ago

Personal Banker Associate I

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Use the consultative sales process and Financial Needs Assessment to build customer profiles, identify financial needs, and recommend retail and small business solutions. Proactively reach out with approved marketing tools, cross-sell to existing customers, and perform outside sales activities. Maintain strong relationships with business partners and meet customer experience and production goals, while processing teller transactions and following risk, ethics, and retail procedures. Participate in consumer loan and bankcard processes as assigned.
Location: Naples
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.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • •Focus on cross-selling and support outside sales activities such as onsite presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions and participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
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/or cross-sell to established customers.
  • •Must be able to demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Requires S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial services
Skills:Customer serviceProfessional communicationRisk awarenessConfidentialityGoal orientation
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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