Personal Banker Associate II

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer relationship building","Professional communication","Risk awareness","Ethics and confidentiality"]

Build and grow customer relationships as a Retail Personal Banker II by using a consultative sales process and Financial Needs Assessment to identify deposit, loan, and fee-based opportunities. Recommend retail consumer and small business solutions, use CAMP and marketing tools to set financial review appointments, and cross-sell within the existing customer base. Manage trust and compliance, support referral relationships with business partners, and help meet customer experience and financial center goals.

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Fifth Third Bancorp
Fifth Third Bancorp
1 week ago

Personal Banker Associate II

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Build and grow customer relationships as a Retail Personal Banker II by using a consultative sales process and Financial Needs Assessment to identify deposit, loan, and fee-based opportunities. Recommend retail consumer and small business solutions, use CAMP and marketing tools to set financial review appointments, and cross-sell within the existing customer base. Manage trust and compliance, support referral relationships with business partners, and help meet customer experience and financial center goals.
Location: United States
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 current and future needs.
  • •Maintain in-depth knowledge of retail consumer and small business products and recommend appropriate solutions.
  • •Use CAMP and approved marketing tools to proactively reach out and set appointments for periodic financial reviews.
  • •Focus on cross-selling to existing customers and conduct outside sales activities as directed.
  • •Follow policies and procedures to manage risk while promoting customer satisfaction and confidentiality.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVision

Key Requirements

  • •College degree or work experience with transferable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Ability to develop comfort with sales activities to acquire new customers and/or cross-sell to existing customers.
  • •Demonstrated understanding of advanced math functions to analyze credit and financial information.
  • •Ability to register for S.A.F.E. Act through NMLS (NMLS registration required at time of employment).
Experience:Financial services
Skills:Consultative salesCustomer relationship buildingProfessional communicationRisk awarenessEthics and confidentiality
Certifications:S.A.F.E. Act registration (NMLS)
Tech Stack:NMLSCAMP

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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