Retail Personal Banker Associate I- Brooklyn Village

Fifth Third Bancorp
Charlotte
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer-focused communication","Professionalism","Risk awareness","Ethics"]

Serve as a Financial Center Personal Banker by using a consultative sales approach and Financial Needs Assessment to build customer profiles and identify retail and small business financial needs. Cross-sell products, proactively reach out with approved marketing tools, and set appointments for recurring financial reviews. Process teller transactions, support platform staff, guide customer service representatives on sales/referrals, and help meet customer experience and production goals while following risk, compliance, and ethics policies.

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Fifth Third Bancorp
Fifth Third Bancorp
19 hours ago

Retail Personal Banker Associate I- Brooklyn Village

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Serve as a Financial Center Personal Banker by using a consultative sales approach and Financial Needs Assessment to build customer profiles and identify retail and small business financial needs. Cross-sell products, proactively reach out with approved marketing tools, and set appointments for recurring financial reviews. Process teller transactions, support platform staff, guide customer service representatives on sales/referrals, and help meet customer experience and production goals while following risk, compliance, and ethics policies.
Location: Charlotte
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 to recommend appropriate solutions.
  • •Use CAMP and approved marketing tools to proactively reach out, set appointments, and conduct periodic financial reviews.
  • •Focus on cross-selling and engage in outside sales activities such as presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions and support the platform staff while maintaining confidentiality and adhering to risk/compliance policies.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferable skills, or a combination of education and experience.
  • •Experience in the financial industry is preferred.
  • •Demonstrated ability to comfortably perform sales activities to acquire new customers and/or cross-sell to existing customers.
  • •Must demonstrate understanding of advanced math for analyzing 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 servicesBanking
Skills:Consultative salesCustomer-focused communicationProfessionalismRisk awarenessEthics
Licenses:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMP

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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