Personal Banker II - Marion

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer relationship building","Communication","Problem ownership","Risk awareness"]

Develop customer relationships and drive sales of deposits, loans, and fee-based services for retail and small business customers. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend solutions, and conduct outreach via CAMP and approved marketing tools. Cross-sell, support referrals with business partners, meet customer experience and production goals, and follow risk, ethics, and confidentiality requirements.

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Fifth Third Bancorp
Fifth Third Bancorp
19 hours ago

Personal Banker II - Marion

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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 deposits, loans, and fee-based services for retail and small business customers. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend solutions, and conduct outreach via CAMP and approved marketing tools. Cross-sell, support referrals with business partners, meet customer experience and production goals, and follow risk, ethics, and confidentiality requirements.
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.
  • •Recommend retail consumer and small business solutions and promote deposits, loans, fee-based services, and customer retention.
  • •Use CAMP and approved marketing tools to reach out to customers, set appointments, and conduct periodic financial reviews.
  • •Perform cross-selling and outside sales activities, including presentations, business sales calls, and community financial literacy events.
  • •Follow risk, confidentiality, and ethics policies; participate in consumer loan and bankcard processes and help with financial center opening/closing.

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Demonstrated ability to conduct sales activities to acquire new customers and cross-sell to established customers.
  • •Ability to analyze credit and financial information using advanced math functions.
  • •Ability to develop working knowledge of retail policies and procedures to make sound judgments.
  • •S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.
Experience:Financial industry
Skills:Consultative salesCustomer relationship buildingCommunicationProblem ownershipRisk awareness
Licenses:S.A.F.E. Act registrationNMLS 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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Glassdoor: 3.7
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