Personal Banker Associate I - Monroe Michigan FC

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Customer-focused","Communication","Professionalism","Ethical conduct","Relationship building"]

Serve customers in a Financial Center by using a consultative sales process and Financial Needs Assessment to identify and meet consumer and small-business financial needs. Complete a 9-week onboarding and education program with rotations in operations and Sales & Service, ending with certification. Build thorough customer profiles, cross-sell products, use CAMP and marketing tools to drive outreach and appointments, and partner with Mortgage, Small Business, Commercial, and Investment teams to refer holistic solutions.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I - Monroe Michigan FC

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Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Serve customers in a Financial Center by using a consultative sales process and Financial Needs Assessment to identify and meet consumer and small-business financial needs. Complete a 9-week onboarding and education program with rotations in operations and Sales & Service, ending with certification. Build thorough customer profiles, cross-sell products, use CAMP and marketing tools to drive outreach and appointments, and partner with Mortgage, Small Business, Commercial, and Investment teams to refer holistic solutions.
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 needs.
  • •Maintain knowledge of retail consumer and small business products/services and recommend solutions aligned to value proposition.
  • •Utilize CAMP and approved marketing tools to proactively reach out and set appointments for periodic financial reviews.
  • •Cross-sell to the existing customer base and participate in outside sales activities as directed.
  • •Establish close working relationships with assigned business partners (Mortgage, Small Business, Commercial and Investment) and refer customers appropriately; process teller transactions and participate in consumer loan and bankcard processing.
Travel: Low 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 level with sales activities to acquire new consumer and small-business customers and/or cross-sell to existing customers.
  • •Ability to demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •SAFE Act registration through NMLS at the time of employment.
Experience:Financial industryRetail bankingConsumer banking
Skills:Customer-focusedCommunicationProfessionalismEthical conductRelationship building
Tech Stack:CAMPNMLSSAFE ActMortgage Licensing System (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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Glassdoor: 3.7
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