Retail Personal Banker Associate I - Myers Park

Fifth Third Bancorp
Charlotte
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer service","Communication","Risk awareness","Ethical conduct"]

Develop customer relationships as a Personal Banker in a Financial Center, using a consultative sales process and Financial Needs Assessment to identify and meet retail and small business financial needs. Recommend solutions across retail products, proactively reach out with approved marketing tools, and cross-sell to grow households and revenue. Process teller transactions, participate in consumer loan and bankcard processes, and partner with mortgage and other business units for referrals while maintaining risk and ethics responsibilities.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Fifth Third Bancorp
Fifth Third Bancorp
4 days ago

Retail Personal Banker Associate I - Myers Park

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 23 hours agoStatus: Live

Job Summary

Develop customer relationships as a Personal Banker in a Financial Center, using a consultative sales process and Financial Needs Assessment to identify and meet retail and small business financial needs. Recommend solutions across retail products, proactively reach out with approved marketing tools, and cross-sell to grow households and revenue. Process teller transactions, participate in consumer loan and bankcard processes, and partner with mortgage and other business units for referrals while maintaining risk and ethics responsibilities.
Location: Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Use a 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 solutions using the company value proposition.
  • •Utilize CAMP and other approved marketing tools to proactively reach out, set appointments, and conduct periodic financial reviews.
  • •Cross-sell to the existing customer base and engage in outside sales activities, including community financial literacy events.
  • •Process teller transactions and participate in consumer loan and bankcard processing, owning sourced loans from application through closing.
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 is preferred.
  • •Demonstrated ability to acquire new consumer household and small business customers and/or cross-sell to established customers.
  • •Ability to 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 industryConsumer bankingSmall businessMortgage lending
Skills:Consultative salesCustomer serviceCommunicationRisk awarenessEthical conduct
Licenses:NMLS registration
Certifications:SAFE Act (NMLS)

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
WebsiteLinkedInGlassdoor