Personal Banker Associate II - Veterans Pkwy Financial Center (Jeffersonville, IN)

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Customer focus","Sales development","Relationship building","Risk awareness","Ethical conduct"]

Develop customer relationships and drive sales growth as a Retail Personal Banker II. Use a consultative sales process and Financial Needs Assessment to identify needs, recommend retail banking solutions, and proactively reach customers using approved marketing tools. Cross-sell deposits, loans, and fee-based services, partner with business groups for referrals, and help ensure a strong customer experience while staying accountable for risk and compliance.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate II - Veterans Pkwy Financial Center (Jeffersonville, IN)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Develop customer relationships and drive sales growth as a Retail Personal Banker II. Use a consultative sales process and Financial Needs Assessment to identify needs, recommend retail banking solutions, and proactively reach customers using approved marketing tools. Cross-sell deposits, loans, and fee-based services, partner with business groups for referrals, and help ensure a strong customer experience while staying accountable for risk and compliance.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Use consultative sales and the Financial Needs Assessment to build customer profiles and identify current and future needs.
  • •Maintain product/service knowledge for retail consumer and small business and recommend appropriate solutions.
  • •Use CAMP and approved marketing tools to reach out to customers, set appointments, and conduct periodic financial reviews.
  • •Cross-sell to the existing customer base and conduct outside sales activities, including community financial literacy events and business sales calls.
  • •Meet customer experience and production goals, provide sales/referral guidance, and support loan processes from application through closing.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Ability to comfortably conduct sales activities to acquire new customers and cross-sell to existing customers.
  • •Understanding of advanced math functions to analyze credit and financial information.
  • •S.A.F.E. Act registration required at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial services
Skills:Customer focusSales developmentRelationship buildingRisk awarenessEthical conduct
Licenses:NMLS registration
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
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