Personal Finance Specialist

4 days ago


Florence, Kentucky, United States Fifth Third Full time

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

  1. Provide personalized financial guidance, leveraging expert knowledge to address customer queries and concerns.
  2. Collaborate with Business Partners to develop targeted marketing campaigns, promoting our products and services to existing and prospective customers.
  3. Analyze customer data, identifying opportunities to upsell and cross-sell relevant products and services.
  4. 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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