Personal Banker Associate I - Coconut Creek - DeNovo

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer relationship-building","Communication","Risk awareness","Professionalism"]

Serve as a Retail Personal Banker I in a Financial Center, using a consultative sales process and Financial Needs Assessment to identify and meet customers’ current and future needs. Build household relationships via lobby/aisle time, tele-consulting, and cross-selling. Support customer onboarding and loan processes, maintain retail product and policy knowledge, and partner with mortgage and small business teams to refer customers appropriately while following risk and ethics procedures.

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Fifth Third Bancorp
Fifth Third Bancorp
16 hours ago

Personal Banker Associate I - Coconut Creek - DeNovo

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Serve as a Retail Personal Banker I in a Financial Center, using a consultative sales process and Financial Needs Assessment to identify and meet customers’ current and future needs. Build household relationships via lobby/aisle time, tele-consulting, and cross-selling. Support customer onboarding and loan processes, maintain retail product and policy knowledge, and partner with mortgage and small business teams to refer customers appropriately while following risk and ethics procedures.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Use consultative sales and Financial Needs Assessment to build a customer profile and identify financial needs.
  • •Recommend appropriate retail consumer and small business solutions using the value proposition.
  • •Use CAMP and other approved marketing tools to reach out, set appointments, and conduct periodic financial reviews.
  • •Cross-sell to existing customers and support outside sales activities, including partner referrals and community financial literacy events.
  • •Process teller transactions and support consumer loan and bankcard processes, owning sourced loans from application through closing, while following retail policies to mitigate fraud and risk.
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.
  • •Ability to develop comfort level with sales activities to acquire new consumer household and small business customers and/or cross-sell to existing customers.
  • •Demonstrated ability to use advanced math functions to analyze credit and financial information.
  • •Ability to obtain S.A.F.E. Act registration through NMLS (MU4R questions/registration required for employment).
Experience:Financial services
Skills:Consultative salesCustomer relationship-buildingCommunicationRisk awarenessProfessionalism
Certifications:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMPNMLSMU4R

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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