Personal Banker Associate I (Jackson Zeeb)

Fifth Third Bancorp
Ann Arbor
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer relationship management","Professional communication","Risk awareness","Confidentiality"]

Serve as a Personal Banker within a Financial Center, using a consultative sales approach and Financial Needs Assessment to identify customer needs and deepen relationships. Process teller transactions while driving cross-selling of retail consumer and small business products, using approved marketing tools to set appointments and meet production and customer experience goals. Build partnerships with internal business groups and handle consumer loan and bankcard workflows, while following risk and ethics policies.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate I (Jackson Zeeb)

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Last checked: 15 minutes agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Serve as a Personal Banker within a Financial Center, using a consultative sales approach and Financial Needs Assessment to identify customer needs and deepen relationships. Process teller transactions while driving cross-selling of retail consumer and small business products, using approved marketing tools to set appointments and meet production and customer experience goals. Build partnerships with internal business groups and handle consumer loan and bankcard workflows, while following risk and ethics policies.
Location: Ann Arbor
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Use consultative sales and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
  • •Maintain product knowledge and recommend solutions for retail consumer and small business customers using the bank’s value proposition.
  • •Use CAMP and approved marketing tools to proactively reach out, set appointments, and conduct periodic financial reviews.
  • •Focus on cross-selling and outside sales activities, including community financial literacy events and business sales calls.
  • •Process consumer loans and bankcards, owning sourced loans from application through closing, while following risk and ethics policies.
Travel: Medium travel

Key Requirements

  • •College degree or work experience with transferrable skills.
  • •Experience in the financial industry preferred.
  • •Demonstrated ability to acquire new consumer households and cross-sell to established customers through sales activities.
  • •Understanding of advanced math to analyze credit and financial information.
  • •S.A.F.E. Act registration at the time of employment through NMLS (MU4R questions/registration required).
Experience:Financial industry
Skills:Consultative salesCustomer relationship managementProfessional communicationRisk awarenessConfidentiality
Certifications: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
Glassdoor
Glassdoor: 3.7
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