Personal Banker Associate I (Westwood Jackson)

Fifth Third Bancorp
Jackson
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Consultative sales","Relationship building","Professional communication","Risk awareness","Ethical conduct"]

Develop and grow customer relationships by using a consultative sales approach and Financial Needs Assessment to build customer profiles and promote deposits, loans, and fee-based services. Cross-sell to existing customers and support outside sales activities, including community events and presentations. Coordinate with business partners (Mortgage, Small Business, Commercial, and Investment) for holistic referrals, meet production and customer experience goals, and responsibly manage risk while serving customers professionally.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate I (Westwood Jackson)

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Last checked: 4 hours agoStatus: Live

Job Summary

Develop and grow customer relationships by using a consultative sales approach and Financial Needs Assessment to build customer profiles and promote deposits, loans, and fee-based services. Cross-sell to existing customers and support outside sales activities, including community events and presentations. Coordinate with business partners (Mortgage, Small Business, Commercial, and Investment) for holistic referrals, meet production and customer experience goals, and responsibly manage risk while serving customers professionally.
Location: Jackson
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 in-depth knowledge of retail consumer and small business products/services and recommend solutions using the bank’s value proposition.
  • •Utilize CAMP and approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • •Focus on cross-selling to the existing customer base and participate in outside sales activities such as presentations, business sales calls, and community financial literacy events.
  • •Establish working relationships with business partners and refer customers as appropriate; provide guidance on the sales and referral process and meet customer experience and production goals.
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 level with sales activities to acquire new customers and cross-sell to established customers.
  • •Ability to demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Must be able to obtain S.A.F.E. Act registration at time of employment through NMLS.
Experience:Financial servicesBanking
Education:Bachelor's
Skills:Consultative salesRelationship buildingProfessional communicationRisk awarenessEthical conduct
Certifications:S.A.F.E. Act registration
Tech Stack: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
Glassdoor
Glassdoor: 3.7
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