Personal Banker Associate I - 10 Mile - Kelly

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Relationship-building","Professional communication","Customer service","Ethical behavior"]

Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail and small business solutions, and proactively reach out with marketing tools to set periodic financial review appointments. Focus on cross-selling, supporting outside sales activities, and partnering with mortgage and business teams to refer customers for holistic solutions. Process teller transactions, follow risk and ethics policies, and help achieve customer experience and Financial Center revenue goals.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I - 10 Mile - Kelly

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail and small business solutions, and proactively reach out with marketing tools to set periodic financial review appointments. Focus on cross-selling, supporting outside sales activities, and partnering with mortgage and business teams to refer customers for holistic solutions. Process teller transactions, follow risk and ethics policies, and help achieve customer experience and Financial Center revenue goals.
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.
  • •Recommend retail consumer and small business products/services using the company value proposition.
  • •Use CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to existing customers and conduct outside sales activities, including community financial literacy events and business sales calls.
  • •Process teller transactions and participate in the consumer loan and bankcard process, owning sourced loans through closing.

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 and small business customers and cross-sell to established customers.
  • •Demonstrated ability to develop working knowledge of Retail policies and procedures to use good judgment in decision-making.
  • •S.A.F.E. Act registration required at the time of employment through the NMLS (MU4R registration).
Experience:Financial industry
Skills:Consultative sellingRelationship-buildingProfessional communicationCustomer serviceEthical behavior
Certifications:S.A.F.E. Act registration (NMLS)MU4R registration
Tech Stack:CAMPNMLSMU4R

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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