Retail Personal Banker Associate I

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

Develop and grow customer relationships by using a consultative sales process and Financial Needs Assessment to identify current and future financial needs. Recommend retail consumer and small business products, proactively reach out to customers with marketing tools, and cross-sell through outside activities and community events. Partner with business groups (e.g., Mortgage, Small Business, Commercial, Investment) and help meet customer experience and production goals while processing transactions and supporting platform staff.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Retail Personal Banker Associate I

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Develop and grow customer relationships by using a consultative sales process and Financial Needs Assessment to identify current and future financial needs. Recommend retail consumer and small business products, proactively reach out to customers with marketing tools, and cross-sell through outside activities and community events. Partner with business groups (e.g., Mortgage, Small Business, Commercial, Investment) and help meet customer experience and production goals while processing transactions and supporting platform staff.
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 financial needs.
  • •Recommend retail consumer and small business solutions using product knowledge and the bank’s value proposition.
  • •Use CAMP and approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to existing customers and perform outside sales activities, including presentations and financial literacy events.
  • •Process teller transactions and participate in consumer loan and bankcard processes from application through closing; support financial center opening/closing as directed.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Sales capability to acquire new consumer household and small business customers and/or cross-sell to established customers.
  • •Ability to demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Comfort with Retail policies and procedures to make sound decisions and use good judgment.
  • •S.A.F.E. Act registration at the time of employment through NMLS (MU4R questions/registration required).
Education:Bachelor's
Skills:Consultative salesCustomer relationship buildingCustomer serviceCommunicationRisk awareness
Licenses:S.A.F.E. Act registration (NMLS)

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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