Personal Banker Associate l - Dent (Harrison Avenue)

Fifth Third Bancorp
Ohio
Full timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer relationship building","Professional communication","Risk awareness","Confidentiality"]

Use a consultative sales process and Financial Needs Assessments to build customer profiles, recommend retail consumer and small business solutions, and cross-sell to deepen relationships or acquire new households. Reach out using CAMP and approved marketing tools to set appointments, participate in outside sales and community events, and partner with business teams (Mortgage, Small Business, Commercial, Investment) to refer customers. Process teller transactions and support Financial Center platform staffing while following policies and risk procedures.

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Fifth Third Bancorp
Fifth Third Bancorp
1 month ago

Personal Banker Associate l - Dent (Harrison Avenue)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Closed

Job Summary

Use a consultative sales process and Financial Needs Assessments to build customer profiles, recommend retail consumer and small business solutions, and cross-sell to deepen relationships or acquire new households. Reach out using CAMP and approved marketing tools to set appointments, participate in outside sales and community events, and partner with business teams (Mortgage, Small Business, Commercial, Investment) to refer customers. Process teller transactions and support Financial Center platform staffing while following policies and risk procedures.
Location: Ohio
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 knowledge of retail consumer and small business products/services and recommend solutions using the value proposition.
  • •Utilize CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell existing customers and engage in outside sales activities and community financial literacy events.
  • •Process teller transactions and work as a member of the platform staff while following retail policies, procedures, and risk management expectations.

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Experience in the financial industry is preferred.
  • •Demonstrated ability to develop comfort with sales activities to acquire new customers and/or cross-sell to established customers.
  • •Ability to demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial services
Skills:Consultative sellingCustomer relationship buildingProfessional communicationRisk awarenessConfidentiality
Certifications:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMPNMLS

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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