Personal Banker Associate II - Columbus North

Fifth Third Bancorp
Columbus
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Customer focus","Risk awareness","Professional communication","Confidentiality","Sales capability"]

Develop and grow customer relationships as a Retail Personal Banker II by proactively identifying financial needs and promoting deposit, loan, and fee-based services. Use a consultative sales process and Financial Needs Assessment to build customer profiles, cross-sell to existing clients, and support outside sales activities and referrals with business partners. Own key loan processes, help CSRs with sales/referral workflows, and maintain compliance, risk accountability, and a positive customer experience.

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Fifth Third Bancorp
Fifth Third Bancorp
19 hours ago

Personal Banker Associate II - Columbus North

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Source: Company careers pageValidated by: Fursa AI
Last checked: 36 minutes agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Develop and grow customer relationships as a Retail Personal Banker II by proactively identifying financial needs and promoting deposit, loan, and fee-based services. Use a consultative sales process and Financial Needs Assessment to build customer profiles, cross-sell to existing clients, and support outside sales activities and referrals with business partners. Own key loan processes, help CSRs with sales/referral workflows, and maintain compliance, risk accountability, and a positive customer experience.
Location: Columbus
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 knowledge of retail consumer and small business products/services and recommend solutions aligned to customer needs.
  • •Use CAMP and approved marketing tools to reach customers, set appointments, and support periodic financial reviews.
  • •Primarily focus on cross-selling and engage in outside sales activities such as presentations, business sales calls, and community financial literacy events.
  • •Follow policies and procedures to open/serve retail products, participate in consumer loan and bankcard processes, and keep business confidential while supporting risk management and customer experience goals.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills or a combination of education and experience.
  • •Experience in the financial industry is preferred.
  • •Ability to develop comfort level with sales activities to acquire new consumer and small business customers and/or cross-sell to existing customers.
  • •Must demonstrate understanding of advanced math functions for analysis of 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:Customer focusRisk awarenessProfessional communicationConfidentialitySales capability
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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