Personal Banker Associate I - Westlake-Bee Caves

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer service","Risk awareness","Communication","Confidentiality"]

Complete a 4–8 week onboarding and education program to transition into a Retail Personal Banker role in a Financial Center. Use a consultative sales process and Financial Needs Assessment to build customer profiles, cross-sell retail consumer and small business products, and support ongoing financial reviews. Process teller transactions, guide and refer customers to business partners, manage risk according to policies, and meet customer experience and production goals.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate I - Westlake-Bee Caves

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Last checked: 4 hours agoStatus: Live

Job Summary

Complete a 4–8 week onboarding and education program to transition into a Retail Personal Banker role in a Financial Center. Use a consultative sales process and Financial Needs Assessment to build customer profiles, cross-sell retail consumer and small business products, and support ongoing financial reviews. Process teller transactions, guide and refer customers to business partners, manage risk according to policies, and meet customer experience and production goals.
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 customer financial needs.
  • •Maintain knowledge of retail consumer and small business products and recommend solutions using the bank’s value proposition.
  • •Use CAMP and other approved marketing tools to reach out to customers, set appointments, and drive periodic financial reviews.
  • •Cross-sell to the existing customer base and engage in outside sales activities, including community financial literacy events and onsite presentations.
  • •Process teller transactions, participate in consumer loan and bankcard processes, and follow policies to mitigate fraud and unnecessary risk while keeping customer information confidential.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills (or a combination of education and experience).
  • •Ability to develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to existing customers.
  • •Demonstrated understanding of advanced math functions to analyze credit and financial information.
  • •Ability to represent the bank professionally in appearance and verbal/written communication.
  • •Completion of S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Skills:Consultative salesCustomer serviceRisk awarenessCommunicationConfidentiality
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
Glassdoor
Glassdoor: 3.7
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