Personal Banker Associate I

Fifth Third Bancorp
San Jose
Workplace: OnsiteFull timeUSD 43,680 - 69,900 annuallyFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Consultative selling","Customer experience","Risk awareness","Professional communication","Ethical conduct"]

Serve as a Retail Personal Banker who uses a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail and small business solutions, and drive cross-selling and revenue growth. Manage customer acquisition and relationship deepening through lobby leadership, outside sales activities, and tele-consulting. Process teller transactions, support customer experience goals, follow risk and conduct policies, and work toward S.A.F.E. Act/NMLS registration.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Live
Reposted: similar role first listed 4 weeks ago

Job Summary

Serve as a Retail Personal Banker who uses a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail and small business solutions, and drive cross-selling and revenue growth. Manage customer acquisition and relationship deepening through lobby leadership, outside sales activities, and tele-consulting. Process teller transactions, support customer experience goals, follow risk and conduct policies, and work toward S.A.F.E. Act/NMLS registration.
Location: San Jose
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 needs.
  • •Maintain in-depth knowledge of retail consumer and small business products and recommend appropriate solutions.
  • •Use CAMP and approved marketing tools to reach out to customers, set appointments, and support periodic financial reviews.
  • •Cross-sell to existing customers and engage in outside sales activities while meeting/exceeding customer experience and production goals.
  • •Follow risk and conduct policies, keep customer information confidential, open/serve retail products, and participate in the consumer loan and bankcard process.
Travel: Medium travel

Pay and Benefits

Salary: USD 43,680 - 69,900 annually

Key Requirements

  • •College degree or work experience with transferrable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Ability to perform sales activities to acquire new consumer household and small business customers and/or cross-sell to existing customers.
  • •Ability to demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •Ability to develop working knowledge of Retail policies and procedures to make sound decisions.
Experience:Financial industry
Education:Bachelor's
Skills:Consultative sellingCustomer experienceRisk awarenessProfessional communicationEthical conduct
Certifications:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMPNMLS

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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