Personal Banker Associate I - Katy Mason

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer experience","Risk awareness","Communication","Professionalism"]

Serve as a Financial Center Personal Banker focused on consultative selling and proactively identifying customers’ financial needs. Build customer profiles using Financial Needs Assessment, recommend retail and small business solutions, and use approved marketing tools to reach out and set appointments. Cross-sell and support outside sales activities, partner with mortgage and business teams for referrals, and help meet customer experience and revenue goals while processing teller transactions and supporting risk management.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I - Katy Mason

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Last checked: 20 hours agoStatus: Live

Job Summary

Serve as a Financial Center Personal Banker focused on consultative selling and proactively identifying customers’ financial needs. Build customer profiles using Financial Needs Assessment, recommend retail and small business solutions, and use approved marketing tools to reach out and set appointments. Cross-sell and support outside sales activities, partner with mortgage and business teams for referrals, and help meet customer experience and revenue goals while processing teller transactions and supporting risk management.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future needs.
  • •Recommend appropriate retail consumer and small business solutions using the bank’s value proposition.
  • •Utilize CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to existing customers and participate in outside sales activities, including community financial literacy events.
  • •Process teller transactions and support financial center opening/closing activities as directed.
Travel: Medium travel

Key Requirements

  • •College degree or work experience with transferrable skills (or a combination of education and experience).
  • •Experience in the financial industry preferred.
  • •Ability to develop comfort level with sales activities to acquire new customers and cross-sell to existing customers.
  • •Must demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •This role requires S.A.F.E. Act registration at the time of employment through NMLS.
Experience:Financial industry
Skills:Consultative sellingCustomer experienceRisk awarenessCommunicationProfessionalism
Certifications:S.A.F.E. Act registration
Tech Stack:CAMPNMLSNationwide Mortgage Licensing SystemMU4R

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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