Personal Banker Associate I - Birmingham, AL

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer focus","Professional communication","Ethical conduct","Risk awareness"]

Build customer financial profiles and drive consultative sales using the Financial Needs Assessment and CAMP marketing tools. Recommend retail consumer and small business solutions, cross-sell to existing customers, and support outside sales activities through community presentations and business calls. Partner with Mortgage, Small Business, Commercial and Investment Business Partners to refer customers for timely, holistic outcomes, while meeting production and customer experience goals and maintaining risk, ethics, and confidentiality standards.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate I - Birmingham, AL

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Build customer financial profiles and drive consultative sales using the Financial Needs Assessment and CAMP marketing tools. Recommend retail consumer and small business solutions, cross-sell to existing customers, and support outside sales activities through community presentations and business calls. Partner with Mortgage, Small Business, Commercial and Investment Business Partners to refer customers for timely, holistic outcomes, while meeting production and customer experience goals and maintaining risk, ethics, and confidentiality standards.
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.
  • •Maintain product knowledge of retail consumer and small business offerings and recommend appropriate solutions.
  • •Use CAMP and approved marketing tools to reach out to customers, set appointments, and complete periodic financial reviews.
  • •Cross-sell to existing customers and conduct outside sales activities including onsite presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions, support loan activities from application through closing, and keep all retail procedures to mitigate fraud and manage risk.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills (or a combination of education and experience).
  • •Experience in the financial industry preferred.
  • •Demonstrated ability to perform sales activities to acquire new consumer household and small business customers and cross-sell to established customers.
  • •Must be able to demonstrate understanding of advanced math functions for analyzing credit and financial information.
  • •Requires S.A.F.E. Act registration at time of employment through NMLS (MU4R questions and registration via NMLS).
Experience:Financial services
Skills:Consultative sellingCustomer focusProfessional communicationEthical conductRisk awareness
Certifications:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMPNMLS

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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