Personal Banker Associate I - New Albany

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer focus","Professional communication","Confidentiality","Risk awareness"]

Serve as a Retail Personal Banker I within a Financial Center, using a consultative sales process and Financial Needs Assessment to identify and meet customer needs. Build customer profiles, cross-sell retail consumer and small business products, and use approved marketing tools to reach out and schedule periodic reviews. Partner with mortgage and small business professionals, handle teller transactions, support loan processing through closing, and help drive customer experience and production goals.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Personal Banker Associate I - New Albany

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Last checked: 6 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker I within a Financial Center, using a consultative sales process and Financial Needs Assessment to identify and meet customer needs. Build customer profiles, cross-sell retail consumer and small business products, and use approved marketing tools to reach out and schedule periodic reviews. Partner with mortgage and small business professionals, handle teller transactions, support loan processing through closing, and help drive customer experience and production 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 financial needs.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and approved marketing tools to proactively reach out, set appointments, and conduct periodic financial reviews.
  • •Cross-sell to existing customers and conduct outside sales activities, including onsite presentations and community financial literacy events.
  • •Process teller transactions and participate in consumer loan and bankcard processes from application through closing.
Travel: Medium travel

Key Requirements

  • •College degree or work experience with 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 customers and cross-sell to existing customers.
  • •Must demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •This position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.
Experience:Financial servicesFinancial industryConsumer bankingSmall business banking
Skills:Consultative salesCustomer focusProfessional communicationConfidentialityRisk awareness
Licenses:S.A.F.E. Act registrationNMLS registration

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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