Personal Banker Associate I

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

Support customers by using a consultative sales process and Financial Needs Assessment to identify current and future financial needs. Build and maintain household relationships through proactive outreach, appointment setting, cross-selling, and outside activities such as presentations and community events. Maintain strong product knowledge across retail consumer and small business offerings, follow risk and ethics policies, and process teller transactions while referring customers to partners for holistic solutions.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Personal Banker Associate I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Support customers by using a consultative sales process and Financial Needs Assessment to identify current and future financial needs. Build and maintain household relationships through proactive outreach, appointment setting, cross-selling, and outside activities such as presentations and community events. Maintain strong product knowledge across retail consumer and small business offerings, follow risk and ethics policies, and process teller transactions while referring customers to partners for holistic solutions.
Location: Cincinnati
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.
  • •Recommend appropriate retail consumer and small business solutions using the company value proposition.
  • •Use CAMP and approved marketing tools to proactively reach out, set appointments, and conduct periodic financial reviews.
  • •Cross-sell to existing customers and participate in outside sales activities, including community financial literacy events.
  • •Process teller transactions, maintain confidentiality, follow policies to mitigate fraud and risk, and support loan sourcing through closing.
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.
  • •Ability to comfortably perform sales activities to acquire new customers and/or cross-sell to existing customers.
  • •Demonstrated understanding of advanced math for analyzing credit and financial information.
  • •Ability to professionally represent the bank through appearance and verbal/written communication.
Experience:Financial services
Skills:Customer focusCommunicationProfessionalismRisk awarenessConfidentiality
Licenses:S.A.F.E. Act registration (NMLS/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
Glassdoor
Glassdoor: 3.7
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