Personal Banker II - Kedron Village

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

Serve as a Retail Personal Banker II, building customer relationships through consultative sales and Financial Needs Assessment. Promote and cross-sell deposits, loans, and fee-based services, using CAMP and approved marketing tools to generate appointments and periodic financial reviews. Support outside sales activities and partner referrals (Mortgage, Small Business, Commercial, and Investment) while meeting production and customer experience goals. Maintain risk awareness, confidentiality, and compliance with retail policies and procedures.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker II - Kedron Village

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Last checked: 3 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker II, building customer relationships through consultative sales and Financial Needs Assessment. Promote and cross-sell deposits, loans, and fee-based services, using CAMP and approved marketing tools to generate appointments and periodic financial reviews. Support outside sales activities and partner referrals (Mortgage, Small Business, Commercial, and Investment) while meeting production and customer experience goals. Maintain risk awareness, confidentiality, and compliance with retail policies and procedures.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

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 appropriate solutions.
  • •Use CAMP and other approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Primarily focus on cross-selling to the existing customer base and perform outside sales activities as directed.
  • •Meet/exceed customer experience and production goals, guide CSRs on sales/referrals, and keep all customer information confidential while following risk and ethics policies.
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 is preferred.
  • •Demonstrated ability to develop comfort with sales activities to acquire new customers and/or cross-sell to existing customers.
  • •Must demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •This position requires S.A.F.E. Act registration through NMLS (MU4R questions and registration required for employment).
Experience:Financial industryConsumer bankingSmall business bankingRetail banking
Education:Bachelor's
Skills:Consultative salesRelationship buildingCustomer serviceRisk awarenessProfessional communication
Licenses:NMLS MU4R
Certifications:S.A.F.E. Act 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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