Personal Banker Associate I - Hopple St (Mon - Fri)

Fifth Third Bancorp
Cincinnati
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Consultative selling","Customer relationship management","Risk management","Professional communication","Ethical judgment"]

Serve customers in a Financial Center by using a consultative sales process and Financial Needs Assessment to uncover and meet personal and small-business financial needs. Build customer profiles, recommend retail products, and use approved marketing tools (including CAMP) to reach out and set appointments. Cross-sell existing customers, support referrals to mortgage and business partners, handle teller transactions, and process consumer loans through closing while following risk, ethics, and confidentiality policies.

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Fifth Third Bancorp
Fifth Third Bancorp
5 days ago

Personal Banker Associate I - Hopple St (Mon - Fri)

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Last checked: 5 hours agoStatus: Live

Job Summary

Serve customers in a Financial Center by using a consultative sales process and Financial Needs Assessment to uncover and meet personal and small-business financial needs. Build customer profiles, recommend retail products, and use approved marketing tools (including CAMP) to reach out and set appointments. Cross-sell existing customers, support referrals to mortgage and business partners, handle teller transactions, and process consumer loans through closing while following risk, ethics, and confidentiality policies.
Location: Cincinnati
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.
  • •Proactively reach out to customers using CAMP and approved marketing tools to set appointments for financial reviews.
  • •Primarily cross-sell to existing customers and conduct outside sales activities as directed.
  • •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).
  • •Demonstrated ability to comfortably perform 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 use good judgment in decision-making.
  • •S.A.F.E. Act registration required at the time of employment through NMLS (MU4R registration).
Experience:Financial industry
Education:Bachelor's
Skills:Consultative sellingCustomer relationship managementRisk managementProfessional communicationEthical judgment
Certifications:S.A.F.E. Act registrationNMLS MU4R
Tech Stack:CAMPNMLSMU4RMortgage.nationwidelicensingsystem.org

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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