Personal Banker Associate I - Morganfield, KY

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Consultative sales","Customer focus","Risk management","Professional communication","Confidentiality"]

Serve as a Retail Personal Banker I after completing an onboarding and certification program, using a consultative sales approach to identify and meet customers’ financial needs. Build customer profiles through Financial Needs Assessment, recommend retail consumer and small business solutions, and proactively reach out using approved marketing tools. Cross-sell, support outside sales and community events, partner with business teams for referrals, and process teller and retail product transactions.

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Fifth Third Bancorp
Fifth Third Bancorp
4 days ago

Personal Banker Associate I - Morganfield, KY

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Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker I after completing an onboarding and certification program, using a consultative sales approach to identify and meet customers’ financial needs. Build customer profiles through Financial Needs Assessment, recommend retail consumer and small business solutions, and proactively reach out using approved marketing tools. Cross-sell, support outside sales and community events, partner with business teams for referrals, and process teller and retail product transactions.
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 in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •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 community financial literacy events and membership presentations.
  • •Process teller transactions and support retail product opening/servicing, including consumer loan and bankcard 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.
  • •Demonstrated ability to develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to existing customers.
  • •Must demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial services
Education:Bachelor's
Skills:Consultative salesCustomer focusRisk managementProfessional communicationConfidentiality
Licenses:NMLS
Certifications:SAFE 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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