Retail Personal Banker Associate I - Eastway Crossing

Fifth Third Bancorp
Charlotte
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer relationship building","Risk awareness","Professional communication","Confidentiality"]

Build customer relationships as a Financial Center Personal Banker I using a consultative sales approach and Financial Needs Assessment. Use product expertise to recommend solutions across retail consumer and small business offerings, proactively reach out with marketing tools, and cross-sell to deepen households. You’ll process teller transactions, participate in consumer loan and bankcard workflows, and coordinate referrals with business partners while meeting production and customer experience goals.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Retail Personal Banker Associate I - Eastway Crossing

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Last checked: 6 hours agoStatus: Live

Job Summary

Build customer relationships as a Financial Center Personal Banker I using a consultative sales approach and Financial Needs Assessment. Use product expertise to recommend solutions across retail consumer and small business offerings, proactively reach out with marketing tools, and cross-sell to deepen households. You’ll process teller transactions, participate in consumer loan and bankcard workflows, and coordinate referrals with business partners while meeting production and customer experience goals.
Location: Charlotte
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.
  • •Recommend appropriate retail consumer and small business product solutions using the company value proposition.
  • •Proactively reach out to customers using CAMP and other approved marketing tools to set appointments for financial reviews.
  • •Focus on cross-selling and outside sales activities, including presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions and participate in consumer loan and bankcard processes from application through closing.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Demonstrated ability to develop comfort with sales activities to acquire new customers and cross-sell to existing customers.
  • •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 the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial services
Skills:Consultative sellingCustomer relationship buildingRisk awarenessProfessional communicationConfidentiality
Certifications:S.A.F.E. Act registration
Tech Stack:CAMPNMLSNationwide Mortgage Licensing System (NMLS)S.A.F.E. Act

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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