Retail Personal Banker Associate I - Sunset Financial Center

Fifth Third Bancorp
Charlotte
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer relationship building","Risk awareness","Communication","Professionalism"]

Use a consultative sales approach and Financial Needs Assessment to build customer profiles, identify needs, and recommend retail banking and small business solutions. Proactively reach out using approved marketing tools, cross-sell to existing households, and engage in outside sales and community events. Process teller transactions, support loan and bankcard processes from application through closing, and help maintain a strong customer experience while following risk, confidentiality, and conduct policies.

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Fifth Third Bancorp
Fifth Third Bancorp
19 hours ago

Retail Personal Banker Associate I - Sunset Financial Center

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

Job Summary

Use a consultative sales approach and Financial Needs Assessment to build customer profiles, identify needs, and recommend retail banking and small business solutions. Proactively reach out using approved marketing tools, cross-sell to existing households, and engage in outside sales and community events. Process teller transactions, support loan and bankcard processes from application through closing, and help maintain a strong customer experience while following risk, confidentiality, and conduct 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 identify customers’ current and future financial needs.
  • •Maintain knowledge of retail consumer and small business products and recommend solutions using the bank’s value proposition.
  • •Use approved marketing tools (e.g., CAMP) to proactively 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 presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions and participate in consumer loan and bankcard processes, owning sourced loans from application through closing.
Travel: Medium travel

Key Requirements

  • •Complete a 4–8 week on-boarding and education program leading to certification for the Retail Personal Banker I role.
  • •College degree or work experience providing transferrable skills (or a combination of education and experience).
  • •Demonstrate comfort with sales activities to acquire new consumer households and small business customers and cross-sell to existing customers.
  • •Demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Obtain and maintain S.A.F.E. Act registration at time of employment through NMLS (MU4R questions/registration).
Experience:Financial industry
Skills:Consultative salesCustomer relationship buildingRisk awarenessCommunicationProfessionalism
Certifications:S.A.F.E. Act registration

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
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