Personal Banker Associate I

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Consultative selling","Customer relationship building","Communication","Professionalism","Risk awareness"]

Use a consultative sales process and Financial Needs Assessment to build customer profiles, identify needs, and recommend Retail consumer and small business solutions. Proactively reach out using CAMP and approved marketing tools, set appointments for periodic financial reviews, and drive cross-selling through outside sales activities and partner referrals. Process teller transactions, support fraud-risk mitigation with Retail procedures, meet customer experience and production goals, and complete the SAFE Act registration process.

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Fifth Third Bancorp
Fifth Third Bancorp
10 hours ago

Personal Banker Associate I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Use a consultative sales process and Financial Needs Assessment to build customer profiles, identify needs, and recommend Retail consumer and small business solutions. Proactively reach out using CAMP and approved marketing tools, set appointments for periodic financial reviews, and drive cross-selling through outside sales activities and partner referrals. Process teller transactions, support fraud-risk mitigation with Retail procedures, meet customer experience and production goals, and complete the SAFE Act registration process.
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 in-depth knowledge of Retail consumer and small business products/services and recommend solutions aligned to the value proposition.
  • •Utilize CAMP and other approved marketing tools to proactively reach customers and schedule periodic financial reviews.
  • •Engage in cross-selling and outside sales activities, including membership onsite presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions and participate in the consumer loan and bankcard process from application through closing, following Retail policies and fraud/risk procedures.
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 develop comfort with sales activities to acquire new customers and cross-sell to established customers.
  • •Ability to demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •Ability to develop a working knowledge of Retail policies and procedures to make sound decisions; SAFE Act registration required at time of employment via NMLS.
Experience:Financial industryConsumer bankingSmall businessRetail banking
Education:Bachelor's
Skills:Consultative sellingCustomer relationship buildingCommunicationProfessionalismRisk awareness
Licenses:SAFE Act (NMLS registration)
Tech Stack:CAMPNMLSSAFE ActTele-consulting

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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