Personal Banker I Associate - Shelter Cove

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Communication","Customer focus","Confidentiality"]

Train into a Retail Personal Banker I role for a Financial Center position focused on consultative sales. You’ll build customer profiles using Financial Needs Assessment, recommend retail consumer and small business solutions, and use CAMP and approved marketing tools to reach customers and set appointments. The role emphasizes cross-selling, outside sales activities, referral partnerships for mortgages and business services, and achieving customer experience and production goals.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker I Associate - Shelter Cove

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Last checked: 3 hours agoStatus: Live

Job Summary

Train into a Retail Personal Banker I role for a Financial Center position focused on consultative sales. You’ll build customer profiles using Financial Needs Assessment, recommend retail consumer and small business solutions, and use CAMP and approved marketing tools to reach customers and set appointments. The role emphasizes cross-selling, outside sales activities, referral partnerships for mortgages and business services, and achieving customer experience and production goals.
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 knowledge of retail consumer and small business products and recommend appropriate solutions using the value proposition.
  • •Use CAMP and other approved marketing tools to proactively reach out, set appointments, and conduct periodic financial reviews.
  • •Cross-sell to the existing customer base and participate in outside sales activities and community events as directed.
  • •Process teller transactions and participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
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 preferred.
  • •Ability to develop comfort with sales activities to acquire new customers and cross-sell to established customers.
  • •Demonstrated understanding of advanced math functions to analyze credit and financial information.
  • •S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial services
Skills:CommunicationCustomer focusConfidentiality
Certifications:S.A.F.E. Act registrationNMLS registration

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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