Personal Banker Associate II- Lyon Township

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Communication","Customer focus","Confidentiality","Risk awareness","Professionalism"]

Develop customer relationships and drive sales by using a consultative process and Financial Needs Assessment to understand needs and recommend retail banking solutions. Promote deposits, loans, and fee-based services while cross-selling to existing customers and conducting outside sales activities. Build referrals with mortgage, small business, commercial, and investment business partners. Meet production and customer experience goals, support the referral process, and follow risk, confidentiality, and conduct policies.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate II- Lyon Township

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Canonical indexed version, validated from employer's careers page.

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

Job Summary

Develop customer relationships and drive sales by using a consultative process and Financial Needs Assessment to understand needs and recommend retail banking solutions. Promote deposits, loans, and fee-based services while cross-selling to existing customers and conducting outside sales activities. Build referrals with mortgage, small business, commercial, and investment business partners. Meet production and customer experience goals, support the referral process, and follow risk, confidentiality, and conduct policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Use consultative sales and Financial Needs Assessment to build customer profiles and identify needs.
  • •Maintain knowledge of retail consumer and small business products/services and recommend solutions.
  • •Use CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Primarily cross-sell to the existing customer base and conduct outside sales activities (e.g., presentations, sales calls, and community financial literacy events).
  • •Follow risk, confidentiality, and ethics policies while opening/servicing retail products and owning sourced loans from application through closing.
Travel: Medium travel

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 level with sales activities to acquire new consumer household and small business customers and/or cross-sell to existing customers.
  • •Demonstrated understanding of advanced math functions to analyze credit and financial information.
  • •Requires S.A.F.E. Act registration at the time of employment through NMLS (MU4R registration required).
Experience:Financial services
Skills:CommunicationCustomer focusConfidentialityRisk awarenessProfessionalism
Licenses:S.A.F.E. Act registrationNMLS registration (MU4R)

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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