Personal Banker Associate I - Toledo Metro Region

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

Build and grow retail customer relationships using a consultative sales process and Financial Needs Assessment. Recommend retail consumer and small business solutions, proactively reach out with CAMP and other marketing tools, and set appointments for periodic financial reviews. Cross-sell, support outside sales activities, and partner with Mortgage, Small Business, Commercial, and Investment teams through referrals. Process teller transactions and help deliver goals tied to the Financial Center P&L while following risk and ethics policies.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I - Toledo Metro Region

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Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Build and grow retail customer relationships using a consultative sales process and Financial Needs Assessment. Recommend retail consumer and small business solutions, proactively reach out with CAMP and other marketing tools, and set appointments for periodic financial reviews. Cross-sell, support outside sales activities, and partner with Mortgage, Small Business, Commercial, and Investment teams through referrals. Process teller transactions and help deliver goals tied to the Financial Center P&L while following risk and ethics policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Complete a 9-week onboarding and education program with rotations in operations and Sales & Service, leading to certification as a Personal Banker I.
  • •Use consultative sales and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
  • •Maintain knowledge of retail consumer and small business products/services and recommend appropriate solutions using the value proposition.
  • •Proactively use CAMP and approved marketing tools to reach out to customers, set appointments, and conduct periodic financial reviews.
  • •Process teller transactions, provide guidance to CSRs on sales and referrals, and work with business partners to refer customers for holistic solutions.
Travel: Low 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 comfort with sales activities to acquire new customers and cross-sell to existing customers.
  • •Ability to demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •S.A.F.E. Act registration required at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial services
Skills:Consultative salesCustomer serviceProfessional communicationRisk awarenessEthical conduct
Certifications:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMPNMLSS.A.F.E. ActMU4RTele-consulting

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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