Personal Banker Associate l - Overlook

Fifth Third Bancorp
Cincinnati
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Communication","Customer focus","Relationship building","Sales","Ethical behavior"]

Use a consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs for new and existing retail and small business customers. Maintain product knowledge and recommend solutions, proactively reach customers using CAMP and approved marketing tools, and cross-sell through outside sales and community events. Work with business partners (Mortgage, Small Business, Commercial, Investment) to refer customers and meet production and revenue goals while following risk and confidentiality policies.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate l - Overlook

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Last checked: 6 hours agoStatus: Live

Job Summary

Use a consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs for new and existing retail and small business customers. Maintain product knowledge and recommend solutions, proactively reach customers using CAMP and approved marketing tools, and cross-sell through outside sales and community events. Work with business partners (Mortgage, Small Business, Commercial, Investment) to refer customers and meet production and revenue goals while following risk and confidentiality policies.
Location: Cincinnati
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.
  • •Recommend retail consumer and small business solutions using the bank’s value proposition.
  • •Use CAMP and approved marketing tools to reach out to customers and set appointments for financial reviews.
  • •Cross-sell to existing customers and conduct outside sales activities such as onsite presentations, sales calls, and community financial literacy events.
  • •Refer customers to assigned business partners (Mortgage, Small Business, Commercial, Investment) and help guide CSRs on sales and referral processes.
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 develop comfort with sales activities to acquire new households and/or cross-sell to established customers.
  • •Demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Maintain a working knowledge of retail policies and procedures to make sound decisions.
Experience:Financial industry
Skills:CommunicationCustomer focusRelationship buildingSalesEthical behavior
Certifications:S.A.F.E. Act registrationNMLS
Tech Stack:CAMP

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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