Retail Personal Banker Associate I- DeWitt

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Customer-focused communication","Risk awareness","Confidentiality","Professionalism","Sales execution"]

Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail and small business solutions, and drive cross-selling. Engage customers through lobby leadership and tele-consulting, use CAMP and other marketing tools to set appointments, and collaborate with mortgage, small business, commercial, and investment business partners. Complete a 9-week onboarding program and earn certification to support teller transactions, lending processes, and safe, ethical risk management.

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Fifth Third Bancorp
Fifth Third Bancorp
1 hour ago

Retail Personal Banker Associate I- DeWitt

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail and small business solutions, and drive cross-selling. Engage customers through lobby leadership and tele-consulting, use CAMP and other marketing tools to set appointments, and collaborate with mortgage, small business, commercial, and investment business partners. Complete a 9-week onboarding program and earn certification to support teller transactions, lending processes, and safe, ethical risk management.
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 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 financial reviews.
  • •Cross-sell to the existing customer base and engage in outside sales activities as directed.
  • •Support loan sourcing and participate in opening/closing processes while processing teller transactions and following retail policies to mitigate fraud and risk.
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 develop comfort with sales activities to acquire new consumer households and cross-sell to existing customers.
  • •Must demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •This role requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.
Experience:Financial industry
Skills:Customer-focused communicationRisk awarenessConfidentialityProfessionalismSales execution
Licenses:NMLS
Certifications:S.A.F.E. Act registration
Tech Stack:CAMPNMLS

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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