Personal Banker Associate I - Liberty Park (Vestavia Hills, AL)

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Communication","Sales","Customer service","Risk awareness","Professionalism"]

Use a consultative sales process and Financial Needs Assessment to build customer profiles and identify ongoing financial needs. Recommend retail consumer and small business products, proactively reach out using approved marketing tools, and cross-sell to deepen relationships. Partner with business contacts like Mortgage, Small Business, Commercial, and Investment teams to refer customers for holistic solutions. Manage teller transaction processing, support customer experience goals, and participate in consumer loan and bankcard processes.

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Fifth Third Bancorp
Fifth Third Bancorp
4 days ago

Personal Banker Associate I - Liberty Park (Vestavia Hills, AL)

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Use a consultative sales process and Financial Needs Assessment to build customer profiles and identify ongoing financial needs. Recommend retail consumer and small business products, proactively reach out using approved marketing tools, and cross-sell to deepen relationships. Partner with business contacts like Mortgage, Small Business, Commercial, and Investment teams to refer customers for holistic solutions. Manage teller transaction processing, support customer experience goals, and participate in consumer loan and bankcard processes.
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 identify current and future customer financial needs.
  • •Maintain in-depth knowledge of retail consumer and small business products to recommend appropriate solutions.
  • •Utilize CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Primarily cross-sell to the existing customer base and participate in outside sales activities and community financial literacy events.
  • •Process teller transactions and participate in opening/servicing retail products, including consumer loan and bankcard processes from application through closing.
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 customers and/or cross-sell to existing customers.
  • •Must be able 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 NMLS.
Education:Bachelor's
Skills:CommunicationSalesCustomer serviceRisk awarenessProfessionalism
Tech Stack:NMLSMU4RCAMPS.A.F.E. Act

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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