Personal Banker Associate II - Knoxville, TN

Fifth Third Bancorp
Tennessee
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer relationship building","Risk management","Professional communication","Confidentiality"]

Develop customer relationships and drive deposit, loan, and fee-based sales through a consultative process and Financial Needs Assessments. Participate in an onboarding and education program with rotations in Operations and Sales & Service, earning certification at completion. Proactively reach out using marketing tools, cross-sell to existing customers, conduct outside sales/community events, partner with business teams, and meet production and customer experience goals while managing risk appropriately.

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Fifth Third Bancorp
Fifth Third Bancorp
2 months ago

Personal Banker Associate II - Knoxville, TN

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 21 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Develop customer relationships and drive deposit, loan, and fee-based sales through a consultative process and Financial Needs Assessments. Participate in an onboarding and education program with rotations in Operations and Sales & Service, earning certification at completion. Proactively reach out using marketing tools, cross-sell to existing customers, conduct outside sales/community events, partner with business teams, and meet production and customer experience goals while managing risk appropriately.
Location: Tennessee
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Complete an onboarding and education program with rotations in Operations and Sales & Service, leading to certification to perform within the Retail Personal Banker job family.
  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
  • •Maintain knowledge of retail consumer and small business products/services and recommend solutions aligned to customer needs.
  • •Use CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell and support referral activities with business partners, meet/exceed production and customer experience goals, and manage customer issues while following policies and procedures.
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).
  • •Demonstrated ability to build comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to existing customers.
  • •Ability to demonstrate understanding of advanced math functions for analyzing credit and financial information.
  • •S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Skills:Consultative salesCustomer relationship buildingRisk managementProfessional communicationConfidentiality
Licenses:NMLS
Certifications:S.A.F.E. Act registration
Tech Stack:CAMPNMLSS.A.F.E. ActFinancial Needs Assessment

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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