Personal Banker Associate I - Richardson - Belt Line

Fifth Third Bancorp
Plano
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer service","Risk awareness","Communication","Problem ownership"]

Become a Retail Personal Banker I by completing a 4–8 week onboarding and education program with rotations in operations and Sales & Service, culminating in a certification. Use the consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and proactively reach out using approved marketing tools. Cross-sell, support referrals with business partners, process teller transactions, and help meet production and customer experience goals.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate I - Richardson - Belt Line

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Last checked: 6 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker I by completing a 4–8 week onboarding and education program with rotations in operations and Sales & Service, culminating in a certification. Use the consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and proactively reach out using approved marketing tools. Cross-sell, support referrals with business partners, process teller transactions, and help meet production and customer experience goals.
Location: Plano
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.
  • •Recommend appropriate retail consumer and small business products/services using the bank’s value proposition.
  • •Use CAMP and approved marketing tools to reach out to customers, set appointments, and conduct ongoing financial reviews.
  • •Primarily cross-sell to existing customers and engage in outside sales activities as directed.
  • •Maintain teller transaction processing and participate in the consumer loan and bankcard process, including sourcing loans through closing.

Key Requirements

  • •College degree or work experience providing transferable skills (or a combination of education and experience).
  • •Demonstrated ability to develop comfort with sales activities to acquire and cross-sell to new and existing customers.
  • •Must demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Ability to professionally represent the bank through appearance and verbal/written communication.
  • •SAFE Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industryRetail banking
Skills:Consultative sellingCustomer serviceRisk awarenessCommunicationProblem ownership
Licenses:SAFE Act registrationNMLS registration
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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