Personal Finance Specialist
4 days ago
Our Values
At Fifth Third Bank, we believe in empowering our employees to succeed. As a Personal Banker Associate I, you will be part of a dynamic team that values collaboration, innovation, and customer satisfaction. We strive to create a workplace that is inclusive, supportive, and rewarding, where everyone has the opportunity to grow and thrive.
Job Role
This role involves working in a busy financial center, interacting with customers and colleagues to deliver exceptional service and drive business growth. Key responsibilities include:
Main Responsibilities
- Provide personalized financial guidance, leveraging expert knowledge to address customer queries and concerns.
- Collaborate with Business Partners to develop targeted marketing campaigns, promoting our products and services to existing and prospective customers.
- Analyze customer data, identifying opportunities to upsell and cross-sell relevant products and services.
- Maintain accurate records, ensuring compliance with all relevant policies and procedures.
Requirements
- Bachelor's degree or equivalent experience, with a strong focus on numerical analysis and problem-solving.
- Experience in the financial industry, preferably in a customer-facing role.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
- Demonstrated ability to work accurately and efficiently in a fast-paced environment, managing multiple priorities simultaneously.
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