Retail Personal Banker Associate I - Greenville SC and Surrounding Areas

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer relationship building","Cross-selling","Professional communication","Risk awareness"]

Serve as a Retail Personal Banker focused on consultative sales and financial needs discovery for consumer and small business customers. Build customer profiles using Financial Needs Assessment, cross-sell retail products, and drive revenue by setting appointments and conducting outside sales activities. Partner with business areas (Mortgage, Small Business, Commercial, Investment) to refer customers and provide holistic solutions. Complete onboarding and training leading to certification, while processing teller transactions and following risk and confidentiality policies.

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Fifth Third Bancorp
Fifth Third Bancorp
6 hours ago

Retail Personal Banker Associate I - Greenville SC and Surrounding Areas

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Last checked: 6 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker focused on consultative sales and financial needs discovery for consumer and small business customers. Build customer profiles using Financial Needs Assessment, cross-sell retail products, and drive revenue by setting appointments and conducting outside sales activities. Partner with business areas (Mortgage, Small Business, Commercial, Investment) to refer customers and provide holistic solutions. Complete onboarding and training leading to certification, while processing teller transactions and following risk and confidentiality policies.
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 financial needs.
  • •Recommend appropriate solutions using retail consumer and small business product knowledge and the value proposition.
  • •Use CAMP and other approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Primarily cross-sell to the existing customer base and engage in outside sales activities as directed.
  • •Establish relationships with business partners (Mortgage, Small Business, Commercial, Investment) and refer customers to provide timely, holistic solutions.
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 with sales activities to acquire new consumer household and small business customers and/or cross-sell existing customers.
  • •Must demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Completion of S.A.F.E. Act registration through NMLS (MU4R) at the time of employment.
Experience:Financial industry
Skills:Consultative salesCustomer relationship buildingCross-sellingProfessional communicationRisk awareness
Certifications: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
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Glassdoor: 3.7
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