Personal Banker I - Dayton Southwest Region

Fifth Third Bancorp
Ohio
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer service","Professional communication","Confidentiality","Customer issue ownership"]

Grow customer households and deepen relationships through a consultative sales process in a Financial Center. You’ll use Financial Needs Assessment to identify current and future needs, recommend retail consumer and small business solutions, and proactively reach out with approved marketing tools. The role also includes processing teller transactions, collaborating with business partners (Mortgage, Small Business, Commercial and Investment), and meeting customer experience and production goals while adhering to risk and ethical policies.

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Fifth Third Bancorp
Fifth Third Bancorp
1 month ago

Personal Banker I - Dayton Southwest Region

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Grow customer households and deepen relationships through a consultative sales process in a Financial Center. You’ll use Financial Needs Assessment to identify current and future needs, recommend retail consumer and small business solutions, and proactively reach out with approved marketing tools. The role also includes processing teller transactions, collaborating with business partners (Mortgage, Small Business, Commercial and Investment), and meeting customer experience and production goals while adhering to risk and ethical policies.
Location: Ohio
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 current and future financial needs.
  • •Maintain in-depth knowledge of retail consumer and small business products and recommend solutions using the value proposition.
  • •Use CAMP and approved marketing tools to proactively reach out and set appointments for periodic financial reviews.
  • •Cross-sell to the existing customer base and conduct outside sales activities such as presentations, sales calls, and community financial literacy events.
  • •Process teller transactions and partner with assigned Business Partners (Mortgage, Small Business, Commercial and Investment) to refer customers for holistic solutions.
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 customers and cross-sell to existing customers.
  • •Must demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Skills:Consultative salesCustomer serviceProfessional communicationConfidentialityCustomer issue ownership
Certifications:S.A.F.E. Act registration
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
Glassdoor
Glassdoor: 3.7
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