Personal Banker Associate I (Port St Lucie)

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Customer service","Consultative selling","Professional communication","Risk awareness","Problem ownership"]

Serve as a Retail Personal Banker I focused on consultative selling to identify and meet customers’ financial needs. Build customer profiles using Financial Needs Assessment, recommend retail consumer and small business products, and use CAMP and marketing tools to reach out and set appointments. Drive cross-selling, support outside sales and community events, and partner with business groups to refer customers. Process teller transactions and help open/close the financial center or bank mart.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate I (Port St Lucie)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker I focused on consultative selling to identify and meet customers’ financial needs. Build customer profiles using Financial Needs Assessment, recommend retail consumer and small business products, and use CAMP and marketing tools to reach out and set appointments. Drive cross-selling, support outside sales and community events, and partner with business groups to refer customers. Process teller transactions and help open/close the financial center or bank mart.
Location: United States
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 knowledge of retail consumer and small business products/services and recommend appropriate solutions using the value proposition.
  • •Utilize CAMP and other approved marketing tools to reach out to customers and schedule periodic financial review appointments.
  • •Drive primarily cross-selling to the existing customer base and participate in outside sales activities and community financial literacy events as directed.
  • •Establish relationships with mortgage, small business, commercial, and investment business partners to refer customers; also process teller transactions and participate in consumer loan and bankcard processing.
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.
  • •Ability to perform sales activities to acquire new consumer household and small business customers and/or cross-sell to existing customers.
  • •Must demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •Requires S.A.F.E. Act registration at time of employment through NMLS.
Experience:Financial services
Skills:Customer serviceConsultative sellingProfessional communicationRisk awarenessProblem ownership
Certifications:S.A.F.E. Act registration
Tech Stack:CAMPNMLSS.A.F.E. Act

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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