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Job Description & How to Apply Below
The Person al Banker Associate I position is designed for candidates to step into a Financial Center role after a comprehensive onboarding program. Responsibilities include building customer profiles, recommending financial solutions, and cross-selling products while fostering relationships with business partners. Engage in outside sales activities and enhance customer satisfaction through a consultative approach.
Key Responsibilities:
• Build thorough customer profiles using sales processes
• Recommend solutions based on an in-depth product knowledge
• Conduct periodic financial reviews and set customer appointments
• Engage in community sales and literacy events
• Maintain confidentiality and adhere to ethical business conduct
Requirements:
• College degree or relevant experience preferred
• Prior financial industry experience is a plus
• Strong sales ability and understanding of financial products
• Ability to perform advanced math functions
• Must register with NMLS as required
Maximize your sales skills and customer relations expertise in this engaging role at Fifth Third Bank in San Jose.
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Position Requirements
10+ Years
work experience
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