Personal Banker Associate I- Jackson Zeeb

Fifth Third Bancorp
Ann Arbor
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer service","Risk awareness","Professional communication","Confidentiality"]

Support a Financial Center as a Retail Personal Banker I by using a consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs. Recommend retail consumer and small business solutions, use CAMP and marketing tools to reach customers and set appointments, and focus on cross-selling and outside sales activities. Process teller transactions, refer customers to business partners, maintain confidentiality, and help ensure compliance, risk awareness, and customer satisfaction.

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Fifth Third Bancorp
Fifth Third Bancorp
11 hours ago

Personal Banker Associate I- Jackson Zeeb

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Support a Financial Center as a Retail Personal Banker I by using a consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs. Recommend retail consumer and small business solutions, use CAMP and marketing tools to reach customers and set appointments, and focus on cross-selling and outside sales activities. Process teller transactions, refer customers to business partners, maintain confidentiality, and help ensure compliance, risk awareness, and customer satisfaction.
Location: Ann Arbor
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 financial needs.
  • •Maintain product/service knowledge of Retail consumer and small business offerings and recommend solutions using the bank’s value proposition.
  • •Use CAMP and approved marketing tools to proactively reach out, set appointments, and conduct periodic financial reviews.
  • •Cross-sell to the existing customer base and participate in outside sales activities as directed.
  • •Establish relationships with business partners (Mortgage, Small Business, Commercial and Investment) and refer customers as appropriate; process teller transactions and support confidentiality and ethical conduct.
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.
  • •Demonstrated ability to develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to established customers.
  • •Must be able to demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Skills:Consultative salesCustomer serviceRisk awarenessProfessional communicationConfidentiality
Certifications:S.A.F.E. Act registration (NMLS)

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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