Personal Banker 2 Associate

Fifth Third Bancorp
Michigan
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Communication","Customer focus","Sales","Professionalism","Risk awareness"]

Develop customer relationships and drive sales growth by promoting deposits, loans, and fee-based services. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend solutions, and proactively reach out using approved marketing tools. Cross-sell to existing customers, support referral activity with business partners, and help guide CSRs through sales and referral processes while maintaining risk accountability and ethical conduct.

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Fifth Third Bancorp
Fifth Third Bancorp
1 month ago

Personal Banker 2 Associate

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Develop customer relationships and drive sales growth by promoting deposits, loans, and fee-based services. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend solutions, and proactively reach out using approved marketing tools. Cross-sell to existing customers, support referral activity with business partners, and help guide CSRs through sales and referral processes while maintaining risk accountability and ethical conduct.
Location: Michigan
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Complete an onboarding/education program and obtain certification to perform within the Retail Personal Banker II job family.
  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
  • •Recommend appropriate retail consumer and small business solutions and meet/exceed customer experience and production goals.
  • •Proactively reach out to customers, set appointments for financial reviews, and perform outside sales activities as directed.
  • •Own parts of the consumer loan and bankcard process and support referrals and risk accountability while maintaining confidentiality and ethical conduct.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills, or combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Demonstrated ability to acquire new customers and cross-sell to established customers using sales activities.
  • •Ability to understand advanced math functions to analyze credit and financial information.
  • •This position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Skills:CommunicationCustomer focusSalesProfessionalismRisk awareness
Licenses:S.A.F.E. Act registrationNMLS

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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