Personal Banker Associate I - Reynolda

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

Build customer profiles and meet financial needs using a consultative sales process and Financial Needs Assessment. Recommend retail consumer and small business solutions, proactively reach out with approved marketing tools, and set appointments for periodic reviews. Cross-sell to existing households, conduct outside sales/community events, partner with Business Partners to refer customers, and help meet customer experience and production goals while processing teller transactions and supporting platform staff.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Personal Banker Associate I - Reynolda

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Build customer profiles and meet financial needs using a consultative sales process and Financial Needs Assessment. Recommend retail consumer and small business solutions, proactively reach out with approved marketing tools, and set appointments for periodic reviews. Cross-sell to existing households, conduct outside sales/community events, partner with Business Partners to refer customers, and help meet customer experience and production goals while processing teller transactions and supporting platform staff.
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 appropriate solutions.
  • •Use CAMP and approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • •Focus on cross-selling existing customers and participate in outside sales activities and community financial literacy events.
  • •Process teller transactions, participate in consumer loan and bankcard processes, and support the opening/closing of the Financial Center or Bank Mart as directed.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Demonstrated ability to perform sales activities to acquire new customers and cross-sell to existing customers.
  • •Must demonstrate understanding of advanced math functions for analyzing credit and financial information.
  • •S.A.F.E. Act registration required at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industryConsumer bankingSmall business
Education:Bachelor's
Skills:Consultative salesCustomer serviceRisk managementProfessional communicationEthical conduct
Certifications:S.A.F.E. Act registrationNMLS registration

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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