Retail Personal Banker ll - Cincinnati Westside

Fifth Third Bancorp
Cincinnati
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Relationship building","Customer service","Risk awareness","Professional communication"]

Develop customer relationships and grow deposits, loans, and fee-based services by using a consultative sales process and Financial Needs Assessment. Build and maintain expertise in retail consumer and small business products, proactively reach out using CAMP and approved marketing tools, and conduct outside sales activities. Partner with mortgage, small business, commercial, and investment teams to refer customers and deliver consultative, customer-first experiences while following risk and ethics policies.

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Fifth Third Bancorp
Fifth Third Bancorp
1 month ago

Retail Personal Banker ll - Cincinnati Westside

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Develop customer relationships and grow deposits, loans, and fee-based services by using a consultative sales process and Financial Needs Assessment. Build and maintain expertise in retail consumer and small business products, proactively reach out using CAMP and approved marketing tools, and conduct outside sales activities. Partner with mortgage, small business, commercial, and investment teams to refer customers and deliver consultative, customer-first experiences while following risk and ethics policies.
Location: Cincinnati
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 financial needs.
  • •Recommend retail consumer and small business products/services using the bank’s value proposition.
  • •Use CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to the existing customer base and engage in outside sales activities as directed.
  • •Provide guidance to CSRs on sales and referral processes, while maintaining confidentiality and adhering to policies and procedures.
Travel: Low travel

Key Requirements

  • •College degree or work experience providing transferable skills (or 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 existing customers.
  • •Must be able to demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •This position requires S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industryConsumer bankingRetail banking
Skills:Consultative salesRelationship buildingCustomer serviceRisk awarenessProfessional communication
Certifications:S.A.F.E. Act registrationNMLS
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
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Glassdoor: 3.7
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