Personal Banker Associate II

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Consultative selling","Customer relationship building","Customer service","Risk management","Professional communication"]

Develop customer relationships and drive sales of retail banking products and services, using a consultative sales process and Financial Needs Assessment to identify customers’ current and future needs. Follow risk and compliance responsibilities while delivering an exceptional customer experience. Proactively reach out using approved marketing tools, cross-sell to existing customers, participate in outside sales activities and referrals with business partners, and support loan processing from application through closing.

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Fifth Third Bancorp
Fifth Third Bancorp
19 hours ago

Personal Banker Associate II

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

Job Summary

Develop customer relationships and drive sales of retail banking products and services, using a consultative sales process and Financial Needs Assessment to identify customers’ current and future needs. Follow risk and compliance responsibilities while delivering an exceptional customer experience. Proactively reach out using approved marketing tools, cross-sell to existing customers, participate in outside sales activities and referrals with business partners, and support loan processing from application through closing.
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 build customer profiles and identify needs.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Utilize CAMP and other approved marketing tools to reach out to customers and set appointments for financial reviews.
  • •Cross-sell to existing customers and participate in outside sales activities as directed.
  • •Provide guidance on the sales and referral process, maintain customer trust and confidentiality, and follow retail policies and procedures while opening/servicing retail products.
Travel: Low travel

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Sales experience focused on acquiring new consumer household and small business customers and cross-selling to established customers.
  • •Ability to demonstrate understanding of advanced math functions for analyzing credit and financial information.
  • •Demonstrated ability to develop working knowledge of retail policies and procedures to make sound decisions.
  • •This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial servicesRetail banking
Education:Bachelor's
Skills:Consultative sellingCustomer relationship buildingCustomer serviceRisk managementProfessional communication
Certifications:S.A.F.E. Act registrationNMLS

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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