Personal Banker Associate I

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer focus","Professional communication","Risk awareness","Ethical conduct"]

Build customer relationships and drive consultative financial sales by creating customer profiles using a Financial Needs Assessment and recommending retail consumer and small business solutions. Use CAMP and approved marketing tools to reach out, set appointments, and participate in outside sales activities. Collaborate with business partners (mortgage, small business, commercial, investment) to refer customers and help them with holistic financial needs, while meeting experience and production goals and supporting teller transaction processing.

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Fifth Third Bancorp
Fifth Third Bancorp
6 hours ago

Personal Banker Associate I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Build customer relationships and drive consultative financial sales by creating customer profiles using a Financial Needs Assessment and recommending retail consumer and small business solutions. Use CAMP and approved marketing tools to reach out, set appointments, and participate in outside sales activities. Collaborate with business partners (mortgage, small business, commercial, investment) to refer customers and help them with holistic financial needs, while meeting experience and production goals and supporting teller transaction processing.
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 financial needs.
  • •Maintain in-depth knowledge of retail consumer and small business products and recommend appropriate solutions.
  • •Proactively reach out to customers using CAMP and other approved marketing tools and set appointments for periodic financial reviews.
  • •Cross-sell to the customer base and perform outside sales activities as directed (e.g., onsite presentations and community financial literacy events).
  • •Process teller transactions and participate in the consumer loan and bankcard process, owning sourced loans 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 with sales activities to acquire new customers and cross-sell to established customers.
  • •Must demonstrate understanding of advanced math functions for analyzing credit and financial information.
  • •This position requires S.A.F.E. Act registration at the time of employment through NMLS.
Experience:Financial services
Skills:Consultative sellingCustomer focusProfessional communicationRisk awarenessEthical conduct
Certifications:S.A.F.E. Act registration
Tech Stack:CAMPFinancial Needs AssessmentNMLS

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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