Retail Personal Banker Associate I - Indianapolis

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

Develop customer relationships and grow new households using a consultative sales process and Financial Needs Assessment. Recommend retail consumer and small business products, use CAMP and approved marketing tools to reach out and set appointments, and support outside sales activities such as onsite presentations and financial literacy events. Process teller transactions, refer to business partners (Mortgage, Small Business, Commercial and Investment) when appropriate, and meet customer experience and production goals while adhering to risk, ethics, and confidentiality requirements.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Retail Personal Banker Associate I - Indianapolis

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live

Job Summary

Develop customer relationships and grow new households using a consultative sales process and Financial Needs Assessment. Recommend retail consumer and small business products, use CAMP and approved marketing tools to reach out and set appointments, and support outside sales activities such as onsite presentations and financial literacy events. Process teller transactions, refer to business partners (Mortgage, Small Business, Commercial and Investment) when appropriate, and meet customer experience and production goals while adhering to risk, ethics, and confidentiality requirements.
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 current and future financial needs.
  • •Maintain knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and approved marketing tools to proactively reach out, set appointments, and conduct periodic financial reviews.
  • •Cross-sell to existing customers and participate in outside sales activities and community financial literacy events as directed.
  • •Process teller transactions and participate in the consumer loan and bankcard process, including opening/closing responsibilities as directed.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills (or combination of education and experience).
  • •Experience in the financial industry preferred.
  • •Ability to develop comfort with sales activities to acquire new customers and/or cross-sell to established customers.
  • •Ability to demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •Ability to develop working knowledge of Retail policies and procedures to make sound decisions.
Experience:Financial industry
Skills:Consultative sellingCustomer relationship buildingRisk awarenessProfessional communicationConfidentiality
Licenses:S.A.F.E. Act registration (NMLS/MU4R)

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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