Personal Banker Associate II- 23 Mile and Chesterfield

Fifth Third Bancorp
Michigan
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Relationship building","Risk awareness","Customer service","Communication"]

Develop customer relationships and drive sales of deposits, loans, and fee-based services through a consultative sales approach. Build customer profiles using Financial Needs Assessment, leverage CAMP and approved marketing tools to reach customers and set appointments, and focus on cross-selling to existing customers while supporting outside sales activities. Maintain risk accountability, uphold confidentiality and ethics, meet production and customer experience goals, and guide CSRs on sales and referral processes.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate II- 23 Mile and Chesterfield

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

Job Summary

Develop customer relationships and drive sales of deposits, loans, and fee-based services through a consultative sales approach. Build customer profiles using Financial Needs Assessment, leverage CAMP and approved marketing tools to reach customers and set appointments, and focus on cross-selling to existing customers while supporting outside sales activities. Maintain risk accountability, uphold confidentiality and ethics, meet production and customer experience goals, and guide CSRs on sales and referral processes.
Location: Michigan
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 financial needs.
  • •Recommend retail consumer and small business solutions using the bank’s value proposition.
  • •Use CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Perform primarily cross-selling and outside sales activities, including presentations, business sales calls, and community financial literacy events.
  • •Manage risk responsibly by following policies and procedures, maintain confidentiality, and help guide CSRs on the sales and referral process.
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 perform sales activities to acquire customers and cross-sell to established customers.
  • •Ability to demonstrate understanding of advanced math functions for analyzing credit and financial information.
  • •Ability to develop working knowledge of retail policies and procedures to make sound decisions; requires S.A.F.E. Act registration through NMLS at time of employment.
Experience:Financial industry
Skills:Consultative sellingRelationship buildingRisk awarenessCustomer serviceCommunication
Licenses: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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