Personal Banker Associate I-Richardson-Beltline

Fifth Third Bancorp
Plano
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Communication","Professionalism","Risk management","Customer focus"]

Become a Retail Personal Banker I by completing a 4–8 week onboarding and education program with rotations in operations and Sales & Service, followed by a certification. Use a consultative sales process and Financial Needs Assessment to build customer profiles, cross-sell retail consumer and small business solutions, and set appointments using approved marketing tools. Process teller transactions, provide guidance and referrals, and help drive customer experience and revenue goals while managing risk and confidentiality.

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Fifth Third Bancorp
Fifth Third Bancorp
4 days ago

Personal Banker Associate I-Richardson-Beltline

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Last checked: 11 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker I by completing a 4–8 week onboarding and education program with rotations in operations and Sales & Service, followed by a certification. Use a consultative sales process and Financial Needs Assessment to build customer profiles, cross-sell retail consumer and small business solutions, and set appointments using approved marketing tools. Process teller transactions, provide guidance and referrals, and help drive customer experience and revenue goals while managing risk and confidentiality.
Location: Plano
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 appropriate solutions.
  • •Use CAMP and other approved marketing tools to reach out to customers, set appointments, and support periodic financial reviews.
  • •Primarily focus on cross-selling existing customers and perform outside sales activities as directed.
  • •Process teller transactions and participate in the consumer loan and bankcard process from application through closing, including opening/closing processes as directed.
Travel: Medium travel

Key Requirements

  • •College degree or work experience with transferrable skills, or a combination of education and experience.
  • •Experience in the financial industry is preferred.
  • •Demonstrated ability to develop comfort with sales activities to acquire new consumer and small business customers and/or cross-sell to existing customers.
  • •Must 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 NMLS (including MU4R registration).
Experience:Financial industry
Skills:CommunicationProfessionalismRisk managementCustomer focus
Certifications:S.A.F.E. Act registrationNMLS MU4R

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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Glassdoor: 3.7
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