Personal Banker Associate I- Woodward Hamilton

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer relationship management","Risk awareness","Professional communication","Ethical conduct"]

Support customers in a Financial Center by using a consultative sales process and Financial Needs Assessment to identify and meet retail and small-business financial needs. Build customer profiles, cross-sell products, and proactively reach out using approved marketing tools to schedule periodic financial reviews. Process teller transactions, handle customer issues, and refer to mortgage, small business, commercial, and investment partners while maintaining risk, confidentiality, and ethical conduct.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Fifth Third Bancorp
Fifth Third Bancorp
5 days ago

Personal Banker Associate I- Woodward Hamilton

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Support customers in a Financial Center by using a consultative sales process and Financial Needs Assessment to identify and meet retail and small-business financial needs. Build customer profiles, cross-sell products, and proactively reach out using approved marketing tools to schedule periodic financial reviews. Process teller transactions, handle customer issues, and refer to mortgage, small business, commercial, and investment partners while maintaining risk, confidentiality, and ethical conduct.
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.
  • •Maintain knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and other approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Focus on cross-selling and engage in outside sales activities as directed, including community financial literacy events and business sales calls.
  • •Process teller transactions, support risk management, maintain confidentiality, and refer customers to business partners for holistic solutions.
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 with sales activities to acquire new consumer household and small business customers and/or 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 at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial services
Skills:Consultative sellingCustomer relationship managementRisk awarenessProfessional communicationEthical conduct
Licenses:NMLS registration
Certifications:S.A.F.E. Act registration (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
Glassdoor
Glassdoor: 3.7
WebsiteLinkedInGlassdoor