Retail Personal Banker ll - areas East of Cincinnati

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

Serve as a Retail Personal Banker II focused on consultative sales and relationship building. You’ll promote deposits, loans, and fee-based services, cross-sell to existing customers, and conduct outside sales activities to drive growth. Build customer profiles using a Financial Needs Assessment, use approved marketing tools to set appointment reviews, and collaborate with business partners for referrals. Ensure risk awareness, follow policies, and maintain a professional customer experience.

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Fifth Third Bancorp
Fifth Third Bancorp
5 days ago

Retail Personal Banker ll - areas East of Cincinnati

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker II focused on consultative sales and relationship building. You’ll promote deposits, loans, and fee-based services, cross-sell to existing customers, and conduct outside sales activities to drive growth. Build customer profiles using a Financial Needs Assessment, use approved marketing tools to set appointment reviews, and collaborate with business partners for referrals. Ensure risk awareness, follow policies, and maintain a professional customer experience.
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 solutions.
  • •Use CAMP and approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • •Primarily cross-sell to the existing customer base and perform outside sales activities as directed.
  • •Follow risk, confidentiality, and ethics policies; support loan processing and participate in financial center opening/closing 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.
  • •Ability to develop comfort with sales activities to acquire new customers and cross-sell to established customers.
  • •Demonstrated ability to analyze credit and financial information, including understanding of advanced math functions.
  • •Must be able to obtain S.A.F.E. Act registration at time of employment through NMLS (MU4R questions/registration required).
Experience:Financial services
Skills:Consultative salesRelationship buildingCustomer serviceRisk awarenessProfessional communication
Certifications:S.A.F.E. Act registration (NMLS)NMLS MU4R

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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