Personal Banker Associate I - Fieldstone Farms (Franklin, TN)

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

Develop and deepen customer relationships using a consultative sales approach and Financial Needs Assessment. Use Retail product knowledge to recommend solutions for consumers and small businesses, proactively reach out with approved marketing tools, and focus on cross-selling and outside sales activities. Partner with business teams (Mortgage, Small Business, Commercial, Investment) to refer customers and provide holistic financial solutions. Manage risk responsibly, meet production and customer experience goals, and maintain confidentiality.

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Fifth Third Bancorp
Fifth Third Bancorp
1 week ago

Personal Banker Associate I - Fieldstone Farms (Franklin, TN)

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Last checked: 4 hours agoStatus: Live

Job Summary

Develop and deepen customer relationships using a consultative sales approach and Financial Needs Assessment. Use Retail product knowledge to recommend solutions for consumers and small businesses, proactively reach out with approved marketing tools, and focus on cross-selling and outside sales activities. Partner with business teams (Mortgage, Small Business, Commercial, Investment) to refer customers and provide holistic financial solutions. Manage risk responsibly, meet production and customer experience goals, and maintain confidentiality.
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/services and recommend solutions.
  • •Use CAMP and other approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to the existing customer base and engage in outside sales activities such as presentations, sales calls, and community financial literacy events.
  • •Follow risk, confidentiality, and conduct policies while processing teller transactions and participating in consumer loan and bankcard processes.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Demonstrated ability to engage in sales activities to acquire new consumer households and/or cross-sell to existing customers.
  • •Must demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Must be able to obtain/maintain S.A.F.E. Act registration at the time of employment through NMLS.
Experience:Financial industry
Skills:Consultative salesCustomer relationship buildingRisk awarenessProfessional communicationConfidentiality
Certifications: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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