Retail Personal Banker Associate I-Black Mountain and Surrounding Areas

Fifth Third Bancorp
North Carolina
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer relationship management","Risk awareness","Professional communication","Ethical conduct"]

After a 4-8 week onboarding and education program with rotations in operations and Sales & Service, become a Retail Personal Banker I focused on consultative selling. Proactively assess customers’ financial needs, cross-sell retail and small business products, and use CAMP and marketing tools to set appointments. Build relationships, guide CSRs on sales/referrals, support loan and bankcard processes, and help achieve customer experience and production goals while operating within risk and ethics policies.

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Fifth Third Bancorp
Fifth Third Bancorp
1 month ago

Retail Personal Banker Associate I-Black Mountain and Surrounding Areas

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

After a 4-8 week onboarding and education program with rotations in operations and Sales & Service, become a Retail Personal Banker I focused on consultative selling. Proactively assess customers’ financial needs, cross-sell retail and small business products, and use CAMP and marketing tools to set appointments. Build relationships, guide CSRs on sales/referrals, support loan and bankcard processes, and help achieve customer experience and production goals while operating within risk and ethics policies.
Location: North Carolina
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 in-depth knowledge of retail consumer and small business products/services and recommend solutions using the company value proposition.
  • •Use CAMP and approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to existing customers and conduct outside sales activities, including onsite presentations and community financial literacy events.
  • •Process teller transactions and participate in consumer loan and bankcard processes, including owning sourced loans from application through closing.
Travel: Medium travel

Key Requirements

  • •College degree or work experience with 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 consumer and small business customers and/or cross-sell to existing customers.
  • •Demonstrated understanding of advanced math functions to analyze credit and financial information.
  • •Ability to professionally represent the bank and demonstrate working knowledge of retail policies and procedures to make sound decisions.
Experience:Financial industry
Skills:Consultative salesCustomer relationship managementRisk awarenessProfessional communicationEthical conduct
Licenses:NMLS MU4R
Certifications: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
Glassdoor
Glassdoor: 3.7
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