Personal Banker Associate I - Lawrenceburg Financial Center (Indiana)

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer experience","Risk awareness","Confidentiality","Communication"]

Become a Retail Personal Banker I through a 4–8 week onboarding and education program with rotations in operations and Sales & Service, ending with certification. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend Retail consumer and small business solutions, and use CAMP/marketing tools to set appointments. Cross-sell, conduct outside sales, support referrals with business partners, process teller transactions, and uphold risk, confidentiality, and customer experience standards.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate I - Lawrenceburg Financial Center (Indiana)

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Last checked: 15 minutes agoStatus: Live

Job Summary

Become a Retail Personal Banker I through a 4–8 week onboarding and education program with rotations in operations and Sales & Service, ending with certification. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend Retail consumer and small business solutions, and use CAMP/marketing tools to set appointments. Cross-sell, conduct outside sales, support referrals with business partners, process teller transactions, and uphold risk, confidentiality, and customer experience standards.
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 current and future financial needs.
  • •Maintain 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.
  • •Engage in cross-selling and outside sales activities, including presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions and support the loan/bankcard process, including owning sourced loans from application through closing and participating in financial center open/close activities as directed.

Key Requirements

  • •Complete a 4–8 week on-boarding and education program that includes rotations in operations and Sales & Service, with certification at the end.
  • •College degree or work experience providing transferrable skills, or combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Demonstrated ability to develop comfort with sales activities to acquire new consumer household/small business customers and cross-sell to existing customers.
  • •Ability to demonstrate understanding of advanced math functions for analysis of credit and financial information.
Experience:Financial industry
Skills:Consultative salesCustomer experienceRisk awarenessConfidentialityCommunication
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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