Personal Banker Associate I - Woodward Winthrop

Fifth Third Bancorp
Michigan
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer focus","Risk management","Professional communication","Relationship building"]

Serve as a Retail Personal Banker I in a Financial Center, using a consultative sales process and Financial Needs Assessment to build customer profiles and recommend retail consumer and small business solutions. Proactively reach out using approved marketing tools, cross-sell to existing customers, and support outside sales activities. Maintain relationships with business partners by referring customers for holistic financial solutions, meet customer experience and production goals, and help guide CSRs through sales and referral processes while following risk and confidentiality policies.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate I - Woodward Winthrop

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Last checked: 14 minutes agoStatus: Live

Job Summary

Serve as a Retail Personal Banker I in a Financial Center, using a consultative sales process and Financial Needs Assessment to build customer profiles and recommend retail consumer and small business solutions. Proactively reach out using approved marketing tools, cross-sell to existing customers, and support outside sales activities. Maintain relationships with business partners by referring customers for holistic financial solutions, meet customer experience and production goals, and help guide CSRs through sales and referral processes while following risk and confidentiality policies.
Location: Michigan
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 bank’s value proposition.
  • •Utilize CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • •Focus on cross-selling existing customers and engage in outside sales activities as directed.
  • •Establish relationships with business partners (Mortgage, Small Business, Commercial and Investment) and refer customers when appropriate to deliver timely, holistic solutions.
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 households and/or cross-sell to established customers.
  • •Ability to demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Skills:Consultative salesCustomer focusRisk managementProfessional communicationRelationship building
Licenses:S.A.F.E. Act registrationNMLS MU4R

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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Glassdoor: 3.7
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