Personal Banker II - Eaton

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Customer relationship building","Consultative selling","Professional communication","Risk awareness","Confidentiality"]

Develop customer relationships and drive sales growth by promoting deposits, loans, and fee-based services while providing consultative, service-focused support. Build customer profiles using the Financial Needs Assessment, cross-sell to existing clients, and set appointments using CAMP and approved marketing tools. Coordinate referrals with business partners, meet production goals, support CSRs in the sales process, and maintain confidentiality and compliance, including SAFE Act/NMLS registration.

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Fifth Third Bancorp
Fifth Third Bancorp
1 week ago

Personal Banker II - Eaton

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Develop customer relationships and drive sales growth by promoting deposits, loans, and fee-based services while providing consultative, service-focused support. Build customer profiles using the Financial Needs Assessment, cross-sell to existing clients, and set appointments using CAMP and approved marketing tools. Coordinate referrals with business partners, meet production goals, support CSRs in the sales process, and maintain confidentiality and compliance, including SAFE Act/NMLS registration.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Use the consultative sales process and Financial Needs Assessment to profile customers and identify financial needs.
  • •Maintain product knowledge and recommend appropriate retail consumer and small business solutions.
  • •Use CAMP and approved marketing tools to reach out to customers and schedule periodic financial reviews.
  • •Focus on cross-selling and outside sales activities, including presentations and community financial literacy events.
  • •Own customer issues by answering questions, guiding the loan/bankcard process, and following confidentiality and risk/compliance policies.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferable skills, or a combination of education and experience.
  • •Experience in the financial industry is preferred.
  • •Demonstrated ability to acquire new customers and cross-sell to established customers.
  • •Ability to understand advanced math functions to analyze credit and financial information.
  • •S.A.F.E. Act registration at time of employment through NMLS (MU4R required).
Experience:Financial services
Education:Bachelor's
Skills:Customer relationship buildingConsultative sellingProfessional communicationRisk awarenessConfidentiality
Certifications:S.A.F.E. Act registrationNMLS (Nationwide Multistate Licensing System)

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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