Personal Banker Associate I - Highland Pike Financial Center (NKY)

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

Provide consultative retail and small-business banking service by using financial needs assessments to build customer profiles, recommend appropriate products, and cross-sell to acquire new households and deepen relationships. Maintain in-depth knowledge of retail products, use approved marketing tools to reach customers and set appointment reviews, and refer to business partners for holistic solutions. Process teller transactions, support loans and bankcard processes, and follow policies to manage risk and protect confidentiality.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Personal Banker Associate I - Highland Pike Financial Center (NKY)

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Last checked: 5 hours agoStatus: Live

Job Summary

Provide consultative retail and small-business banking service by using financial needs assessments to build customer profiles, recommend appropriate products, and cross-sell to acquire new households and deepen relationships. Maintain in-depth knowledge of retail products, use approved marketing tools to reach customers and set appointment reviews, and refer to business partners for holistic solutions. Process teller transactions, support loans and bankcard processes, and follow policies to manage risk and protect confidentiality.
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 needs.
  • •Recommend retail consumer and small business solutions using the company value proposition.
  • •Use CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell and engage in outside sales activities, including customer presentations and community financial literacy events.
  • •Process teller transactions and participate in consumer loan and bankcard processes, owning sourced loans from application through closing.
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 develop comfort with sales activities to acquire new customers and cross-sell to established customers.
  • •Ability to demonstrate understanding of advanced math functions for analysis of 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 industry
Skills:Consultative salesCustomer relationship managementProfessional communicationRisk awarenessEthics
Licenses:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMP

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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