Personal Banker Associate

Fifth Third Bancorp
Ohio
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer service","Communication","Risk awareness","Ethical conduct"]

Use a consultative sales approach to identify and meet customers’ financial needs, building thorough customer profiles through the Financial Needs Assessment. Recommend retail consumer and small business products, use CAMP and approved marketing tools to reach out and set appointments, and focus on cross-selling while conducting outside sales activities. Support customer satisfaction, handle teller transactions, own consumer loan processes, and partner with internal business specialists to deliver holistic solutions.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Use a consultative sales approach to identify and meet customers’ financial needs, building thorough customer profiles through the Financial Needs Assessment. Recommend retail consumer and small business products, use CAMP and approved marketing tools to reach out and set appointments, and focus on cross-selling while conducting outside sales activities. Support customer satisfaction, handle teller transactions, own consumer loan processes, and partner with internal business specialists to deliver holistic solutions.
Location: Ohio
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.
  • •Proactively reach out to customers using CAMP and other approved marketing tools and set appointments for periodic financial reviews.
  • •Primarily focus on cross-selling and participate in outside sales activities such as presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions and participate in consumer loan and bankcard activities, including owning sourced loans from application through closing.

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Ability to demonstrate comfort level with sales activities to acquire new consumer household and small business customers and/or cross-sell established customers.
  • •Demonstrated ability to analyze credit and financial information using advanced math functions.
  • •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 serviceCommunicationRisk awarenessEthical conduct
Certifications:S.A.F.E. Act registrationNMLS (Nationwide Mortgage Licensing System)

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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