Personal Banker Associate I - Augusta, GA

Fifth Third Bancorp
Georgia
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Communication","Customer service","Risk management","Professionalism"]

Use a consultative sales process and Financial Needs Assessment to build customer profiles, identify financial needs, and recommend retail consumer and small business solutions. Proactively reach out using approved marketing tools, cross-sell to existing customers, and support outside sales activities. Process teller transactions, guide CSRs on sales/referral flow, refer customers to partners for holistic solutions, and help drive customer experience and production goals while managing risk and following policies.

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Fifth Third Bancorp
Fifth Third Bancorp
2 months ago

Personal Banker Associate I - Augusta, GA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Use a consultative sales process and Financial Needs Assessment to build customer profiles, identify financial needs, and recommend retail consumer and small business solutions. Proactively reach out using approved marketing tools, cross-sell to existing customers, and support outside sales activities. Process teller transactions, guide CSRs on sales/referral flow, refer customers to partners for holistic solutions, and help drive customer experience and production goals while managing risk and following policies.
Location: Georgia
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/future financial needs.
  • •Recommend appropriate retail consumer and small business products using the bank’s value proposition.
  • •Use CAMP and approved marketing tools to proactively reach out and set appointments for financial reviews.
  • •Cross-sell to existing customers and engage in outside sales activities as directed.
  • •Process teller transactions and support risk management and compliance by following policies and procedures while opening/servicing retail products.
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.
  • •Ability to develop comfort with sales activities to acquire new customers and cross-sell to existing customers.
  • •Demonstrated ability to understand advanced math functions for analyzing credit and financial information.
  • •Ability to obtain S.A.F.E. Act registration at time of employment through NMLS (MU4R questions/registration required).
Experience:Financial industry
Skills:Consultative sellingCommunicationCustomer serviceRisk managementProfessionalism
Certifications:S.A.F.E. Act registration (NMLS)
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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