Personal Banker Associate I - Norwood

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Consultative sales","Customer focus","Risk awareness","Professional communication","Confidentiality"]

Build and deepen relationships with retail customers and small business clients using a consultative sales process and Financial Needs Assessment. Maintain product/service knowledge to recommend appropriate solutions, cross-sell, and use approved marketing tools to reach customers and set appointments. Process teller transactions, support loan and bankcard activities from application through closing, and collaborate with business partners to refer customers for holistic financial solutions while following risk and ethics policies.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I - Norwood

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Last checked: 12 hours agoStatus: Live

Job Summary

Build and deepen relationships with retail customers and small business clients using a consultative sales process and Financial Needs Assessment. Maintain product/service knowledge to recommend appropriate solutions, cross-sell, and use approved marketing tools to reach customers and set appointments. Process teller transactions, support loan and bankcard activities from application through closing, and collaborate with business partners to refer customers for holistic financial solutions while following risk and ethics 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 financial needs.
  • •Recommend solutions by maintaining in-depth knowledge of retail consumer and small business products and services.
  • •Use CAMP and other approved marketing tools to proactively reach customers and set appointments for financial reviews.
  • •Cross-sell to the existing customer base and engage in outside sales activities as directed.
  • •Participate in consumer loan and bankcard processing, owning sourced loans from application through closing, and support opening/closing processes as directed by the Financial Center Manager.
Travel: Medium 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 households and small business customers and/or cross-sell to established customers.
  • •Must demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •Ability to develop working knowledge of retail policies and procedures to make sound decisions.
Experience:Financial servicesConsumer bankingSmall business banking
Education:Bachelor's
Skills:Consultative salesCustomer focusRisk awarenessProfessional communicationConfidentiality
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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