Personal Banker Associate II - Woodlands Pkwy

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

Build customer relationships and drive sales growth by using a consultative sales process and Financial Needs Assessment to identify needs for deposits, loans, and fee-based services. Serve retail and small business customers with specialized service, proactively reach out using CAMP and approved marketing tools, and cross-sell with support from business partners. Maintain risk awareness, follow policies, and help guide CSRs through the sales and referral process.

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Fifth Third Bancorp
Fifth Third Bancorp
4 days ago

Personal Banker Associate II - Woodlands Pkwy

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Build customer relationships and drive sales growth by using a consultative sales process and Financial Needs Assessment to identify needs for deposits, loans, and fee-based services. Serve retail and small business customers with specialized service, proactively reach out using CAMP and approved marketing tools, and cross-sell with support from business partners. Maintain risk awareness, follow policies, and help guide CSRs through the sales and referral process.
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/future needs.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and approved marketing tools to reach out to customers, set appointments, and conduct periodic financial reviews.
  • •Primarily cross-sell to the existing customer base and conduct outside sales activities as directed.
  • •Act with responsibility for risk, follow policies, maintain customer confidentiality, and meet/exceed customer experience and production goals.
Travel: Medium travel

Key Requirements

  • •College degree or work experience with transferrable skills (or a combination of education and experience).
  • •Demonstrated ability to develop comfort level with sales activities to acquire customers and cross-sell to established customers.
  • •Understand advanced math functions to analyze credit and financial information.
  • •Develop working knowledge of Retail policies and procedures to make sound decisions.
  • •S.A.F.E. Act registration required at the time of employment through NMLS (MU4R questions/registration).
Experience:Financial servicesConsumer bankingSmall business banking
Skills:Customer-focusedConsultative sellingRisk awarenessProfessional communicationEthical conduct
Licenses:S.A.F.E. Act registrationNMLS registration
Tech Stack:NMLSCAMP

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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