Personal Banker - Dayton Southeast Region

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

Use a consultative sales process to assess customer financial needs, build customer profiles, and cross-sell Retail consumer and small business products. Proactively reach out using approved marketing tools, set appointments for periodic reviews, and support outside-sales activities and community events. Establish relationships with business partners (Mortgage, Small Business, Commercial, Investment) through referrals, process teller transactions, maintain customer confidentiality, and help ensure a positive customer experience while meeting production and revenue goals.

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Fifth Third Bancorp
Fifth Third Bancorp
10 hours ago

Personal Banker - Dayton Southeast Region

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Use a consultative sales process to assess customer financial needs, build customer profiles, and cross-sell Retail consumer and small business products. Proactively reach out using approved marketing tools, set appointments for periodic reviews, and support outside-sales activities and community events. Establish relationships with business partners (Mortgage, Small Business, Commercial, Investment) through referrals, process teller transactions, maintain customer confidentiality, and help ensure a positive customer experience while meeting production and revenue goals.
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 in-depth knowledge of Retail consumer and small business products/services and recommend solutions.
  • •Use CAMP and other approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to the existing customer base and participate in outside sales activities and community financial literacy events as directed.
  • •Process teller transactions and participate in the consumer loan and bankcard process, including originating loans through closing.

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 engage in sales activities to acquire new consumer households and small business customers and/or cross-sell to existing customers.
  • •Demonstrated understanding of advanced math functions to analyze credit and financial information.
  • •S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Skills:Consultative salesCustomer relationship buildingCross-sellingRisk managementProfessional communication
Certifications:S.A.F.E. Act registrationNMLS registration

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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