Personal Banker Associate II - Landen FC
On-siteLoveland, Ohio, United States
Job Summary
Conduct consultative sales and service using the Financial Needs Assessment to build customer profiles and identify needs for deposits, loans, and fee-based services. Proactively reach out to existing and prospective customers via CAMP tools to set appointments for periodic financial reviews, focusing on cross-selling and outside sales activities like onsite presentations and community events. Maintain in-depth knowledge of retail consumer and small business products to recommend appropriate solutions while managing risk through policy adherence and fraud mitigation. Provide guidance to customer service representatives on the sales and referral process, ensuring ethical behavior and confidentiality. Participate in the full loan and bankcard process from application through closing, and support the opening or closing of the Financial Center as directed.
Required Qualifications
- College degree or work experience providing transferrable skills or combination of education and experience
- Experience in the financial industry
- Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers
- Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information
- Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication
- Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions
- S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS)
- Must be able to travel within the affiliate for training
- Scheduling flexibility
Desired Qualifications
- Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers
- Experience in the financial industry
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