Personal Banker Associate I - West Main

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Professional communication","Customer focus","Risk awareness","Confidence","Ethics/compliance"]

Complete a 9-week onboarding and education program to transition into a Retail Personal Banker I role. Use a consultative sales process and Financial Needs Assessments to build customer profiles, recommend retail consumer and small business solutions, and proactively reach out with approved marketing tools to set appointments. Support cross-selling through lobby leadership, outside sales, referrals to business partners, and teller transaction processing, while following risk policies and maintaining confidentiality.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Personal Banker Associate I - West Main

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Last checked: 17 hours agoStatus: Live

Job Summary

Complete a 9-week onboarding and education program to transition into a Retail Personal Banker I role. Use a consultative sales process and Financial Needs Assessments to build customer profiles, recommend retail consumer and small business solutions, and proactively reach out with approved marketing tools to set appointments. Support cross-selling through lobby leadership, outside sales, referrals to business partners, and teller transaction processing, while following risk policies and maintaining confidentiality.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Use a 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 solutions using the bank’s value proposition.
  • •Use CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • •Focus on cross-selling and outside sales activities, including presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions and support retail product opening/servicing, including participating in consumer loan and bankcard processes 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.
  • •Demonstrated ability to handle sales activities to acquire new consumer household and small business customers and cross-sell to established customers.
  • •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 industry
Skills:Professional communicationCustomer focusRisk awarenessConfidenceEthics/compliance
Certifications:S.A.F.E. Act registrationNMLS registration
Tech Stack:CAMPNMLS (Nationwide Mortgage Licensing System)S.A.F.E. ActTele-consulting

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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