Retail Personal Banker

Fifth Third Bancorp
Lima
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Communication","Customer focus","Risk awareness","Professionalism"]

Serve as a Retail Personal Banker I in a Financial Center role, using a consultative sales approach and Financial Needs Assessment to build customer profiles and proactively meet customer financial needs. Acquire new households and deepen existing relationships through lobby leadership, tele-consulting, and outside sales. Recommend retail consumer and small business solutions, refer customers to business partners, process teller transactions, and help ensure compliant, risk-aware service.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Retail Personal Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker I in a Financial Center role, using a consultative sales approach and Financial Needs Assessment to build customer profiles and proactively meet customer financial needs. Acquire new households and deepen existing relationships through lobby leadership, tele-consulting, and outside sales. Recommend retail consumer and small business solutions, refer customers to business partners, process teller transactions, and help ensure compliant, risk-aware service.
Location: Lima
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
  • •Maintain deep knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and approved marketing tools to proactively reach out, set appointments, and conduct periodic financial reviews.
  • •Cross-sell to existing customers and engage in outside sales activities, including community financial literacy events and business sales calls.
  • •Establish working relationships with business partners (Mortgage, Small Business, Commercial and Investment) and process teller transactions while maintaining confidentiality and compliant risk practices.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Demonstrated ability to develop comfort level with 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 to analyze credit and financial information.
  • •Ability to professionally represent the bank with strong verbal and written communication and appearance.
  • •This position requires S.A.F.E. Act registration through NMLS at the time of employment.
Experience:Financial servicesBanking
Skills:CommunicationCustomer focusRisk awarenessProfessionalism
Licenses:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMPNMLS

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
Glassdoor
Glassdoor: 3.7
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