Retail Personal Banker Associate II - Madisonville, KY

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

Support sales development and relationship building for retail and small-business customers by promoting deposits, loans, and fee-based services. Use the consultative sales process and Financial Needs Assessment to understand customer needs, proactively reach out with marketing tools to set financial review appointments, and cross-sell across the existing customer base. Maintain risk accountability, confidential handling of information, and guidance support for CSRs while working toward individual and team production goals.

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Fifth Third Bancorp
Fifth Third Bancorp
3 hours ago

Retail Personal Banker Associate II - Madisonville, KY

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

Job Summary

Support sales development and relationship building for retail and small-business customers by promoting deposits, loans, and fee-based services. Use the consultative sales process and Financial Needs Assessment to understand customer needs, proactively reach out with marketing tools to set financial review appointments, and cross-sell across the existing customer base. Maintain risk accountability, confidential handling of information, and guidance support for CSRs while working toward individual and team production goals.
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 customer profiles and identify current and future 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 and set appointments for periodic financial reviews.
  • •Focus on cross-selling and support outside sales activities, including presentations and community financial literacy events.
  • •Provide guidance to CSRs on sales and referral processes while meeting customer experience and production goals.
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 develop comfort level with sales activities to acquire new customers and/or cross-sell to established customers.
  • •Must be able to demonstrate understanding of advanced math functions for analyzing credit and financial information.
  • •This position requires S.A.F.E. Act registration at employment through NMLS (MU4R).
Experience:Financial services
Skills:Consultative salesCustomer experienceRisk awarenessProfessional communicationConfidentiality
Licenses:S.A.F.E. Act registration (NMLS MU4R)
Tech Stack:Financial Needs AssessmentCAMP

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
Glassdoor
Glassdoor: 3.7
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