Personal Banker Associate I

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Customer-focused","Consultative selling","Communication","Risk awareness","Professionalism"]

Build and expand customer relationships by using a consultative sales process and Financial Needs Assessment to identify current and future retail and small business needs. Recommend suitable products, use approved marketing tools to reach out and set appointments, and support cross-selling through outside sales activities and community events. Process teller transactions, provide guidance on sales/referrals, follow risk and ethics policies, and participate in consumer loan and bankcard workflows as part of Financial Center operations.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Build and expand customer relationships by using a consultative sales process and Financial Needs Assessment to identify current and future retail and small business needs. Recommend suitable products, use approved marketing tools to reach out and set appointments, and support cross-selling through outside sales activities and community events. Process teller transactions, provide guidance on sales/referrals, follow risk and ethics policies, and participate in consumer loan and bankcard workflows as part of Financial Center operations.
Location: United States
Workplace: Onsite
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 a customer profile and identify financial needs.
  • •Maintain product knowledge and recommend appropriate retail consumer and small business solutions using the bank’s value proposition.
  • •Use CAMP and approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • •Focus on cross-selling and outside sales activities, including presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions and participate in consumer loan and bankcard processes, owning sourced loans through closing, 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 preferred.
  • •Ability to perform sales activities to acquire new consumer household and small business customers and/or cross-sell to established customers.
  • •Ability to demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •This position requires S.A.F.E. Act registration at the time of employment through NMLS (MU4R questions/registration required).
Experience:Financial services
Skills:Customer-focusedConsultative sellingCommunicationRisk awarenessProfessionalism

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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