Personal Banker Associate I

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer relationship management","Professional communication","Ethics","Problem ownership"]

Build strong customer relationships by using a consultative sales process and Financial Needs Assessment to identify and meet consumer and small business financial needs. Recommend retail products, cross-sell existing customers, and set appointments using CAMP and approved marketing tools. Work with business partners to refer customers for holistic solutions, support teller and platform duties, and help drive Financial Center goals while following risk, ethics, and confidentiality requirements.

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Fifth Third Bancorp
Fifth Third Bancorp
2 months ago

Personal Banker Associate I

✓ Verified Job

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Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Build strong customer relationships by using a consultative sales process and Financial Needs Assessment to identify and meet consumer and small business financial needs. Recommend retail products, cross-sell existing customers, and set appointments using CAMP and approved marketing tools. Work with business partners to refer customers for holistic solutions, support teller and platform duties, and help drive Financial Center goals while following risk, ethics, and confidentiality requirements.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Use consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future needs.
  • •Maintain product knowledge of Retail consumer and small business offerings and recommend solutions.
  • •Utilize CAMP and approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to existing customers and perform outside sales activities, including community and business presentations/calls.
  • •Support referrals with business partners (Mortgage, Small Business, Commercial and Investment) and process teller/platform responsibilities while meeting goals and driving revenue growth.
Travel: Medium travel

Key Requirements

  • •College degree or work experience with transferrable skills (or combination of education and experience).
  • •Experience in the financial industry preferred.
  • •Ability to comfort with sales activities to acquire customers and cross-sell to existing customers.
  • •Demonstrated understanding of advanced math functions for analyzing credit and financial information.
  • •Ability to develop knowledge of Retail policies and procedures; S.A.F.E. Act registration required at time of employment via NMLS.
Experience:Financial services
Skills:Consultative salesCustomer relationship managementProfessional communicationEthicsProblem ownership
Licenses:S.A.F.E. Act (NMLS)
Certifications:S.A.F.E. Act registration
Tech Stack:CAMPNMLSMU4R

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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