Personal Banker Associate I - Watsonville

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeUSD 43,680 - 69,900 annuallyFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer relationship building","Customer service","Risk awareness","Communication"]

Serve as a Retail Personal Banker by using a consultative sales process and Financial Needs Assessment to identify customers’ current and future financial needs. Build household relationships through cross-selling, outside sales activities, and ongoing appointment setting using approved marketing tools. Process teller transactions, provide customer guidance and referrals to partners (mortgage, small business, commercial, and investment), and maintain risk and ethical compliance while meeting production and customer experience goals.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I - Watsonville

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Last checked: 5 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker by using a consultative sales process and Financial Needs Assessment to identify customers’ current and future financial needs. Build household relationships through cross-selling, outside sales activities, and ongoing appointment setting using approved marketing tools. Process teller transactions, provide customer guidance and referrals to partners (mortgage, small business, commercial, and investment), and maintain risk and ethical compliance while meeting production and customer experience 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 in-depth knowledge of retail consumer and small business products/services and recommend solutions.
  • •Use CAMP and other approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Primarily cross-sell to 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.
Travel: Medium travel

Pay and Benefits

Salary: USD 43,680 - 69,900 annually

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Demonstrated ability to engage in 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 to analyze credit and financial information.
  • •This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial services
Skills:Consultative salesCustomer relationship buildingCustomer serviceRisk awarenessCommunication
Licenses:S.A.F.E. Act registration (NMLS)

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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