Fifth Third Bancorp

1 week ago

Personal Banker Associate II - Stratford

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 45 minutes agoStatus: Live

Job Summary

Develop customer relationships and drive sales by using a consultative process and Financial Needs Assessment to identify financial needs. Recommend retail consumer and small business products, proactively reach out using CAMP and approved marketing tools, and cross-sell deposits, loans, and fee-based services. Collaborate with business partners (Mortgage, Small Business, Commercial, Investment), support CSRs, meet production and customer experience goals, and maintain confidentiality while following risk and ethics policies.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future needs.
•Maintain in-depth knowledge of retail consumer and small business products and recommend solutions aligned to customer needs.
•Use CAMP and approved marketing tools to reach out to customers, set appointments, and conduct periodic financial reviews.
•Cross-sell to the existing customer base and perform outside sales activities such as onsite presentations, business sales calls, and community financial literacy events.
•Partner with assigned business teams (Mortgage, Small Business, Commercial, Investment) and refer customers appropriately while meeting customer experience and production goals.

Travel: Medium travel

Key Requirements

•College degree or work experience providing transferrable skills (or combination of education and experience).
•Demonstrated ability to become comfortable with sales activities to acquire new customers and/or cross-sell to existing customers.
•Ability to demonstrate understanding of advanced math functions for credit and financial information analysis.
•Experience in the financial industry is preferred.
•S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).

Experience:Financial industry

Skills:Consultative salesRelationship buildingCustomer focusRisk awarenessProfessional communication

Certifications:S.A.F.E. Act registration (NMLS)

Tech Stack:CAMPNMLSS.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: 3.7

Website LinkedIn Glassdoor

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Fifth Third Bancorp

1 week ago

Personal Banker Associate II - Stratford

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 45 minutes agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future needs.
•Maintain in-depth knowledge of retail consumer and small business products and recommend solutions aligned to customer needs.
•Use CAMP and approved marketing tools to reach out to customers, set appointments, and conduct periodic financial reviews.
•Cross-sell to the existing customer base and perform outside sales activities such as onsite presentations, business sales calls, and community financial literacy events.
•Partner with assigned business teams (Mortgage, Small Business, Commercial, Investment) and refer customers appropriately while meeting customer experience and production goals.

Travel: Medium travel

Key Requirements

•College degree or work experience providing transferrable skills (or combination of education and experience).
•Demonstrated ability to become comfortable with sales activities to acquire new customers and/or cross-sell to existing customers.
•Ability to demonstrate understanding of advanced math functions for credit and financial information analysis.
•Experience in the financial industry is preferred.
•S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).

Experience:Financial industry

Skills:Consultative salesRelationship buildingCustomer focusRisk awarenessProfessional communication

Certifications:S.A.F.E. Act registration (NMLS)

Tech Stack:CAMPNMLSS.A.F.E. Act

Company Brief

Fifth Third Bancorp

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: 3.7

Website LinkedIn Glassdoor