Personal Banker Associate I- Grand River Beck

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Communication","Professionalism","Risk awareness","Customer service"]

Serve as a Retail Personal Banker, using a consultative sales process and Financial Needs Assessment to build customer profiles, cross-sell retail and small business products, and set appointments for periodic financial reviews. Maintain strong relationships with assigned partners (mortgage, small business, commercial, investment), process teller transactions, support risk management and compliance, and participate in consumer loan and bankcard processing, including client servicing and openings/closings.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I- Grand River Beck

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Last checked: 5 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker, using a consultative sales process and Financial Needs Assessment to build customer profiles, cross-sell retail and small business products, and set appointments for periodic financial reviews. Maintain strong relationships with assigned partners (mortgage, small business, commercial, investment), process teller transactions, support risk management and compliance, and participate in consumer loan and bankcard processing, including client servicing and openings/closings.
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 financial needs.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend solutions using the value proposition.
  • •Use CAMP and other approved marketing tools to reach out to customers and set appointments for financial reviews.
  • •Cross-sell to the existing customer base and support outside sales activities, including community financial literacy events and business sales calls.
  • •Process teller transactions and participate in consumer loan and bankcard processes from application through closing, while following retail policies to mitigate fraud and risk.

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Demonstrated ability to perform sales activities 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.
  • •S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Skills:CommunicationProfessionalismRisk awarenessCustomer service
Certifications:S.A.F.E. Act registration
Tech Stack:CAMPNMLSNationwide Mortgage Licensing SystemMU4R

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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