Personal Banker I: Relationship Builder & Cross-Sell Pro
Fifth Third Bank, N.A.
General Function Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week onboarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Essential Duties and Responsibilities Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in‑depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. Primarily focused on cross‑selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. Consistently meet/exceed customer experience and individual/team production goals and enhance year‑over‑year revenue growth as measured by the Financial Center P&L. Provide guidance to CSRs with respect to the sales and referral process. Promote customer satisfaction with a friendly, helpful demeanor and professionalism. Act with confidence by answering customer questions and owning customer issues. Maintain a position of trust and responsibility by keeping all business confidential. Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. Adhere to established policies and procedures while opening/servicing the full range of Retail products. Participate in the consumer loan and bank card process, owning sourced loans from application through closing. Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. Supervisory Responsibilities None. Minimum Knowledge, Skills and Abilities Required College degree or work experience providing transferable skills, or a combination of education and experience. Experience in the financial industry preferred. 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. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Working Conditions Normal office environment. Extending viewing of computer screens. This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. Travel outside of the affiliate will be required for various classroom training sessions. Personal Banker Associate I – Carthage Financial Center (M–F) Benefits Base salary is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skill set, relevant experience, education and geographic location. Comprehensive benefits programs support the individual needs of employees and their families, encompassing physical, financial, emotional and social well‑being. Location Cincinnati, Ohio 45216 Equal Employment Opportunity Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. #J-18808-Ljbffr Fifth Third Bank, N.A.
- ...institution in Cincinnati, Ohio, is seeking a Retail Personal Banker I. This role focuses on identifying and meeting... ...industry backgrounds. Responsibilities include cross-selling products and managing customer relationships. The position offers opportunities for...Suggested
- ...client service experience both in person and on the phone through the... ...of new and existing client relationships. Provides financial solutions... ...opportunities. Will be cross trained to perform required teller... ...discussing, recommending and selling various deposit, credit and...SuggestedTemporary workWork at officeNight shiftWeekend work
- ...candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-... ...and/or deepening existing customer relationships through a variety of activities, including... ...reviews. Primarily focused on cross-selling to existing customer base and...SuggestedWork experience placementWork at office
- ...Fifth Third Bank Personal Banker I Make banking a Fifth Third better We connect great... ...households and/or deepening existing customer relationships through a variety of activities,... ...reviews. Primarily focused on cross-selling to existing customer base and engaging...SuggestedWork experience placementWork at office
- ...markets. Job Title: Private Banking Relationship Manager FLSA Status: Exempt... ...Responsibilities: Provide extensive personalized service to customers with specific or special... ...the affluent customer segment by selling the full range of SYB products and services...SuggestedTemporary workWork at officeMonday to FridayFlexible hours
- ...intended to become a Retail Personal Banker II after completing a 4-8 week... ...on sales development and relationship building through the promotion... ...customers. Responsible for selling a full range of banking products... .... Primarily focused on cross-selling to existing customer...Work experience placementWork at office
- First Fidelity Bank in Midwest City is seeking a dedicated Personal Banker. This role focuses on building meaningful relationships with clients, providing exceptional service, and facilitating their financial goals. Candidates must have strong sales skills, customer service...
- PNC in Cincinnati, OH is looking for a Personal Banker to enhance customer relationships and maximize client loyalty through proactive sales and exceptional service. This role involves managing the customer experience in the Groesbeck branch and adhering to risk management...
- .... in Cincinnati, Ohio is looking for a Retail Personal Banker I. This position involves connecting with customers... ...to meet their financial needs and strengthen relationships. The successful candidate will engage in cross-selling, customer service, and must have a college...
$20 - $24.95 per hour
...are encouraged to apply. Summary The Relationship Banker will primarily focus on product sales... ...product knowledge and excellent needs-based selling skills. Upon the recommendation of the... ...with other co‑workers regardless of personality, presence or communication style Must...Hourly payFull timeMonday to ThursdayFlexible hoursNight shift- ...Job Description Job Description Account Relationship Manager Job Grade: Full time, Non-ExemptPosition SummaryThe Account... ...products and digital services while identifying opportunities to cross-sell additional solutions. The Account Relationship Manager...Full timeLocal areaWeekend workAfternoon shift
- ...the financial goals. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Work at officeFlexible hoursWeekend work
- ...contribute to the company’s success. As a Personal Banker within PNC's Retail organization, you... ...to acquire, expand and retain relationships. Creates customer loyalty and grows... ...Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs Work...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Commercial Banking Relationship Manager Stock Yards Bancorp, Inc., parent company of Stock Yards Bank & Trust Company, with offices in... ...with clients, team members, and vendors via phone, video, and in person Visual acuity sufficient to read computer screens, printed...Full timeTemporary workWork at officeRemote workFlexible hours
$96k - $181k
...Relationship Manager Location: 301 East Fourth Street, Cincinnati Ohio Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Relationship Manager...Work experience placementWork at officeLocal areaFlexible hoursNight shift- A financial services company in Cincinnati is hiring a Loan Originator to evaluate and promote loan products, maintain relationships with realtors and other professionals, and oversee the loan process from application to closing. The ideal candidate needs a minimum of 1...
- ...Cincinnati is seeking a Loan Originator to market and promote its products. You'll evaluate financial needs, establish relationships with realtors and builders, and guide clients through the loan process. Ideal candidates have a high school diploma, at least 12 months of...Full time
$139k - $217k
...this role: Wells Fargo is seeking a Lead Commercial Banking Relationship Manager for clients with annual revenue of $100MM to $2B... ...compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information...Work experience placementLocal area- ...Float Personal Banker Associate I Make banking a Fifth Third better We connect great people to great opportunities. Are you ready... ...and effectively refer customers to business partners for the selling and cross-selling of bank products and services. Utilize appropriate...Work at office
$44.72k - $57.5k
...contribute to the company’s success. This Personal Banker role is located at the Groesbeck... ...Influence to acquire, expand and retain relationships. Creates customer loyalty and grows the... ...Solving, Prospecting, Retail Lending, Selling, Understanding Customer Needs Work...Full timeTemporary workWork experience placementWork at office- ...assist clients in the lobby with self-service banking resources and manage cash transactions. Key responsibilities include building relationships to understand client needs and providing solutions. Candidates should possess strong communication skills, experience in...Flexible hours
- U.S. Bancorp in Cincinnati is looking for a Private Wealth Management professional responsible for managing relationships with high net worth clients. This role requires ten years of experience in private wealth management and in-depth knowledge of banking products. Responsibilities...Work at office
- ...make lasting friendships and have fun!SUMMARYThe Personal Banker is responsible for building meaningful, lasting relationships and providing exceptional service to new and... ...transactions; preparing change orders; and selling gift cards, savings bonds, cashiers and travelers...Work experience placementFlexible hoursRotating shift
- ...seeking a client-focused individual for a role that delivers exceptional service both in-person and over the phone. The successful candidate will build and expand client relationships while providing tailored financial solutions. Responsibilities include advising on...
- General Electric Credit Union in Cincinnati is looking for a Relationship Banker to provide exceptional service to members. The ideal candidate will have strong interpersonal skills and a background in customer service, ideally within a financial institution. Responsibilities...
- A leading financial institution in Newport, KY, is seeking a Client Relationship Consultant 3 to build strong relationships with customers. You will engage clients through multiple channels and provide tailored banking solutions while educating them on available products...Full time
- Relationship Banker- Virtual Branch (onsite) General Electric Credit Union is a not-for-profit, member‑owned full service financial institution... ...electronically through DocuSign or by scheduling an in-person loan closing at a branch location Manage loan pipeline by conducting...Work experience placementWork at officeMonday to Friday
- ...that meet the financial goals. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Shift workWeekend workDay shift
- ...Sr. Private Banker Cincinnati BA - Blue Ash, OH 45242 Overview... ...banking experience for personal banking clients. Our unique... ...boutique banking model emphases relationship-building over transactional... ...calling efforts and cross-selling activities with line of business...Full time
$23.75 - $29.03 per hour
...Job Title Client Relationship Consultant Job Description Client Relationship Consultants build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel. Strong client relationships are...Temporary workWork at office
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