Personal Banker Associate II - Anaheim

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeUSD 43,680 - 69,900 annuallyFunction: Banking, Lending & CreditSkills: ["Customer relationship building","Consultative selling","Professional communication","Risk awareness","Ownership"]

Build customer relationships and drive sales of deposits, loans, and fee-based services as a Retail Personal Banker II. Use a consultative sales process and Financial Needs Assessment to create customer profiles and recommend solutions across retail consumer and small business offerings. Proactively reach out with marketing tools, cross-sell to existing customers, and support outside sales and referral partnerships, while meeting customer experience and production goals and following risk policies.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate II - Anaheim

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Last checked: 14 hours agoStatus: Live

Job Summary

Build customer relationships and drive sales of deposits, loans, and fee-based services as a Retail Personal Banker II. Use a consultative sales process and Financial Needs Assessment to create customer profiles and recommend solutions across retail consumer and small business offerings. Proactively reach out with marketing tools, cross-sell to existing customers, and support outside sales and referral partnerships, while meeting customer experience and production goals and following risk policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and approved marketing tools to reach out to customers, set appointments, and support periodic financial reviews.
  • •Focus on cross-selling and participate in outside sales activities as directed.
  • •Build relationships with business partners (Mortgage, Small Business, Commercial and Investment) and refer customers to provide holistic solutions.
Travel: Low travel

Pay and Benefits

Salary: USD 43,680 - 69,900 annually

Key Requirements

  • •College degree or work experience with transferrable skills (or combination of education and experience).
  • •Experience in the financial industry is preferred.
  • •Demonstrated ability to engage in sales activities to acquire customers and cross-sell to established customers.
  • •Must demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Skills:Customer relationship buildingConsultative sellingProfessional communicationRisk awarenessOwnership
Licenses:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMPFinancial Needs AssessmentNMLSMU4R

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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