Personal Banker Associate II - Alamo Heights

Fifth Third Bancorp
San Antonio
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Consultative sales","Relationship building","Customer service","Risk awareness","Professional communication"]

Serve as a Retail Personal Banker II, building customer relationships through consultative sales to promote deposits, loans, and fee-based services while retaining customers. Use Financial Needs Assessment and retail product expertise to recommend solutions, use approved marketing tools (CAMP) to reach out and schedule reviews, and conduct outside sales/community events. Meet production and customer experience goals, guide CSR referral and sales processes, and follow risk/compliance policies while supporting mortgage and other business partner referrals.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate II - Alamo Heights

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Last checked: 3 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker II, building customer relationships through consultative sales to promote deposits, loans, and fee-based services while retaining customers. Use Financial Needs Assessment and retail product expertise to recommend solutions, use approved marketing tools (CAMP) to reach out and schedule reviews, and conduct outside sales/community events. Meet production and customer experience goals, guide CSR referral and sales processes, and follow risk/compliance policies while supporting mortgage and other business partner referrals.
Location: San Antonio
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 financial needs.
  • •Maintain in-depth knowledge of retail consumer and small business products and recommend appropriate solutions.
  • •Use CAMP and approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • •Primarily cross-sell to the existing customer base and engage in outside sales activities and community financial literacy events.
  • •Meet/exceed customer experience and production goals, provide guidance to CSRs on sales/referrals, and keep customer information confidential while following policies and procedures.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills (or combination of education and experience).
  • •Experience in the financial industry preferred.
  • •Demonstrated ability to acquire new customers and cross-sell to established customers through sales activities.
  • •Must demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Ability to obtain/maintain S.A.F.E. Act registration through NMLS at time of employment.
Experience:Financial servicesConsumer bankingSmall business banking
Education:Bachelor's
Skills:Consultative salesRelationship buildingCustomer serviceRisk awarenessProfessional communication
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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