Personal Banker Associate II

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

Serve retail and small business customers by using a consultative sales process and Financial Needs Assessment to build customer profiles and recommend deposit, loan, and fee-based solutions. Proactively reach out with approved marketing tools to set financial review appointments, cross-sell to existing customers, and perform outside sales activities. Support holistic outcomes through referrals with business partners while meeting production goals, delivering exceptional customer experience, and adhering to risk and ethics policies.

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Fifth Third Bancorp
Fifth Third Bancorp
10 hours ago

Personal Banker Associate II

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Serve retail and small business customers by using a consultative sales process and Financial Needs Assessment to build customer profiles and recommend deposit, loan, and fee-based solutions. Proactively reach out with approved marketing tools to set financial review appointments, cross-sell to existing customers, and perform outside sales activities. Support holistic outcomes through referrals with business partners while meeting production goals, delivering exceptional customer experience, and adhering to risk and ethics policies.
Location: San Jose
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 build customer profiles and identify current and future financial needs.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and other approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to existing customers and engage in outside sales activities, including coordinating referrals with Business Partners.
  • •Meet/exceed customer experience and individual/team production goals while following risk, confidentiality, and code-of-conduct policies.
Travel: Medium travel

Pay and Benefits

Salary: USD 43,680 - 69,900 annually

Key Requirements

  • •College degree or work experience providing transferable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Ability to 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 required through NMLS at the time of employment.
Experience:Financial servicesRetail bankingConsumer banking
Education:Bachelor's
Skills:Consultative sellingCustomer relationship buildingRisk awarenessProfessional communicationEthical conduct
Licenses:NMLS registration
Certifications: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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