Personal Banker Associate II - St. Matthews Financial Center (Louisville, KY)

Fifth Third Bancorp
Louisville
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Customer focus","Consultative selling","Risk accountability","Communication","Ethical behavior"]

Build customer relationships and drive sales of deposits, loans, and fee-based services as a Retail Personal Banker II. Use a consultative sales process and Financial Needs Assessment to create customer profiles, cross-sell within the existing base, and support outside-sales activities and periodic financial reviews. Coordinate with business partners for referrals, maintain risk accountability, and meet customer experience and production goals.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate II - St. Matthews Financial Center (Louisville, KY)

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Last checked: 11 hours agoStatus: Live

Job Summary

Build customer relationships and drive sales of deposits, loans, and fee-based services as a Retail Personal Banker II. Use a consultative sales process and Financial Needs Assessment to create customer profiles, cross-sell within the existing base, and support outside-sales activities and periodic financial reviews. Coordinate with business partners for referrals, maintain risk accountability, and meet customer experience and production goals.
Location: Louisville
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 knowledge of retail consumer and small business products and recommend solutions using the bank’s value proposition.
  • •Use CAMP and approved marketing tools to proactively reach out, set appointments, and conduct periodic financial reviews.
  • •Focus on cross-selling to existing customers and participate in outside sales activities and community events as directed.
  • •Support loan activities through application to closing and follow policies to mitigate fraud, unnecessary risk, and exposure.
Travel: Medium travel

Key Requirements

  • •College degree or work experience with transferable skills (or a combination of education and experience).
  • •Demonstrated ability to develop comfort with sales activities to acquire new customers and cross-sell to established customers.
  • •Understanding of advanced math functions to analyze credit and financial information.
  • •Ability to represent the bank professionally through appearance and verbal/written communication.
  • •S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Skills:Customer focusConsultative sellingRisk accountabilityCommunicationEthical behavior
Licenses:S.A.F.E. Act registration
Tech Stack:CAMPNMLS

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
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