Personal Banker Associate I - Owosso

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer relationship building","Risk awareness","Professional communication","Ethical conduct"]

Drive consultative sales for retail customers and prospects by using the Financial Needs Assessment to build profiles and identify current and future financial needs. Recommend retail consumer and small business products, cross-sell to existing customers, and use CAMP and approved marketing tools to reach out and set appointments. Build relationships with mortgage, small business, commercial, and investment business partners, meet production and customer experience goals, and support loan processing and Financial Center operations.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate I - Owosso

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Last checked: 4 hours agoStatus: Live

Job Summary

Drive consultative sales for retail customers and prospects by using the Financial Needs Assessment to build profiles and identify current and future financial needs. Recommend retail consumer and small business products, cross-sell to existing customers, and use CAMP and approved marketing tools to reach out and set appointments. Build relationships with mortgage, small business, commercial, and investment business partners, meet production and customer experience goals, and support loan processing and Financial Center operations.
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 appropriate solutions using the value proposition.
  • •Use CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to the existing customer base and support outside sales activities including business sales calls and community financial literacy events.
  • •Process teller transactions and participate in the consumer loan and bankcard process, owning sourced loans from application through closing, including Financial Center opening/closing support as directed.
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 preferred.
  • •Demonstrated ability to comfortably perform sales activities to acquire new consumer household and small business customers and/or cross-sell to established customers.
  • •Ability to demonstrate understanding of advanced math functions for analyzing 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 sellingCustomer relationship buildingRisk awarenessProfessional communicationEthical conduct
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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Glassdoor: 3.7
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