Personal Banker I - Dunwoody

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Consultative selling","Customer focus","Communication","Confidentiality","Risk awareness"]

Serve as a Retail Personal Banker who uses a consultative sales process and Financial Needs Assessment to identify and meet customers’ retail and small-business financial needs. Acquire new households and deepen existing relationships through lobby/aisle leadership and tele-consulting, proactive outreach using CAMP and marketing tools, and cross-selling with a focus on revenue growth. Process teller transactions, support platform staff, and guide CSRs on sales and referrals while maintaining risk, confidentiality, and ethical conduct.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker I - Dunwoody

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Last checked: 3 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker who uses a consultative sales process and Financial Needs Assessment to identify and meet customers’ retail and small-business financial needs. Acquire new households and deepen existing relationships through lobby/aisle leadership and tele-consulting, proactive outreach using CAMP and marketing tools, and cross-selling with a focus on revenue growth. Process teller transactions, support platform staff, and guide CSRs on sales and referrals while maintaining risk, confidentiality, and ethical conduct.
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 current and future financial needs.
  • •Maintain knowledge of retail consumer and small business products/services and recommend solutions based on the value proposition.
  • •Use CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to the existing customer base and participate in outside sales activities and community financial literacy events as directed.
  • •Process teller transactions, participate in consumer loan and bankcard processes, and refer customers to business partners to deliver holistic solutions.
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/or cross-sell to existing customers.
  • •Must demonstrate understanding of advanced math functions for credit and financial analysis.
  • •This position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.
Experience:Financial industry
Education:Bachelor's
Skills:Consultative sellingCustomer focusCommunicationConfidentialityRisk awareness
Licenses:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMPFinancial Needs AssessmentNMLSMU4R

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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