Personal Banker Associate II - Walton Adams

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer relationship building","Risk awareness","Communication","Customer service"]

Serve as a Retail Personal Banker II focused on sales development and relationship building. Use consultative sales and Financial Needs Assessment to understand customer needs, recommend retail consumer and small business products, and proactively reach out using approved marketing tools. Cross-sell deposits, loans, and fee-based services, meet production and customer experience goals, refer to business partners, and manage risks while providing a consistently great customer experience.

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Fifth Third Bancorp
Fifth Third Bancorp
1 hour ago

Personal Banker Associate II - Walton Adams

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Last checked: 1 hour agoStatus: Live

Job Summary

Serve as a Retail Personal Banker II focused on sales development and relationship building. Use consultative sales and Financial Needs Assessment to understand customer needs, recommend retail consumer and small business products, and proactively reach out using approved marketing tools. Cross-sell deposits, loans, and fee-based services, meet production and customer experience goals, refer to business partners, and manage risks while providing a consistently great customer experience.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future 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 primarily to the existing customer base and support outside sales activities as directed.
  • •Meet/exceed customer experience and individual/team production goals, support risk management, and participate in the consumer loan and bankcard process.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills or combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Demonstrated ability to develop comfort with sales activities to acquire new customers and cross-sell to established customers.
  • •Ability to 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 buildingRisk awarenessCommunicationCustomer service
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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