Personal Banker Associate I- Carlsbad area

Fifth Third Bancorp
San Diego
Workplace: OnsiteFull timeUSD 43,680 - 69,900 annuallyFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Consultative selling","Customer relationship building","Risk management","Communication","Confidentiality"]

Serve as a Retail Personal Banker I by completing an onboarding and education program that combines rotations in operations and sales/service, ending with certification. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail and small business solutions, and proactively reach customers using approved marketing tools. Cross-sell, support outside sales and referrals with business partners, help achieve financial center goals, and maintain risk, ethics, and confidentiality standards.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate I- Carlsbad area

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Last checked: 2 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker I by completing an onboarding and education program that combines rotations in operations and sales/service, ending with certification. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail and small business solutions, and proactively reach customers using approved marketing tools. Cross-sell, support outside sales and referrals with business partners, help achieve financial center goals, and maintain risk, ethics, and confidentiality standards.
Location: San Diego
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 thorough customer profiles and identify needs.
  • •Maintain knowledge of retail consumer and small business products/services and recommend solutions using the bank’s value proposition.
  • •Use CAMP and other approved marketing tools to proactively reach out and schedule periodic financial reviews.
  • •Cross-sell to existing customers and engage in outside sales activities, including presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions and participate in consumer loan and bankcard processes, including owning sourced loans through closing.
Travel: Low travel

Pay and Benefits

Salary: USD 43,680 - 69,900 annually

Key Requirements

  • •College degree or work experience providing transferable skills (or a combination of education and experience).
  • •Experience in the financial industry preferred.
  • •Ability to develop comfort with sales activities 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.
  • •This position requires S.A.F.E. Act registration at the time of employment through NMLS.
Experience:Financial industry
Education:Bachelor's
Skills:Consultative sellingCustomer relationship buildingRisk managementCommunicationConfidentiality
Licenses:S.A.F.E. Act registration (NMLS)
Certifications:S.A.F.E. Act registration
Tech Stack:NMLSCAMP

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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