Personal Banker Associate I - Gahanna

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

Build customer households and deepen relationships by using a consultative sales process and Financial Needs Assessment to identify current and future needs. Recommend retail consumer and small business products, use marketing tools to reach out and schedule reviews, and focus on cross-selling through outside activities and business partner referrals. Handle teller transactions and help operate the financial center while maintaining risk ownership, ethical conduct, confidentiality, and progress toward production and customer experience goals.

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Fifth Third Bancorp
Fifth Third Bancorp
16 hours ago

Personal Banker Associate I - Gahanna

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Build customer households and deepen relationships by using a consultative sales process and Financial Needs Assessment to identify current and future needs. Recommend retail consumer and small business products, use marketing tools to reach out and schedule reviews, and focus on cross-selling through outside activities and business partner referrals. Handle teller transactions and help operate the financial center while maintaining risk ownership, ethical conduct, confidentiality, and progress toward production and customer experience 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 needs.
  • •Maintain in-depth knowledge of retail consumer and small business products and recommend appropriate solutions.
  • •Use CAMP and other approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Focus on cross-selling to the existing customer base and engage in outside sales activities as directed.
  • •Process teller transactions and participate in loan and bankcard processes, including owning sourced loans from application through closing.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Demonstrated ability to develop comfort level with sales activities to acquire new customers and/or cross-sell to existing customers.
  • •Must demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Ability to develop working knowledge of retail policies and procedures to apply sound judgment in decisions.
  • •This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial servicesConsumer bankingSmall business banking
Skills:Consultative sellingProfessional communicationRisk awarenessCustomer serviceConfidentiality
Certifications:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMP

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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