Personal Banker Associate I - Speedway IN

Fifth Third Bank • Indianapolis, IN

10d • Onsite

About The Position

Selected candidates are intended to become a Retail Personal Banker I after completing a 4–8 week onboarding and education program, which includes rotations in operations and Sales & Service. Candidates complete a certification at the end of the program to demonstrate the skills needed for a role in the Retail Personal Banker job family.

The Personal Banker I is a Financial Center position focused on using a consultative sales process to identify and meet customers’ and prospects’ financial needs. The role works to acquire new households and deepen existing customer relationships through activities such as lobby leadership or aisle time, tele-consulting, and outside sales. It processes teller transactions and works as part of the platform staff. The position is accountable for managing risk, following bank policies and procedures, and supporting positive customer experiences while achieving results within the Bank’s risk appetite.

The role requires travel within the affiliate for training, travel outside the affiliate for some classroom training sessions, and scheduling flexibility. The work environment is a normal office environment and includes extended viewing of computer screens.

Requirements

• College degree or work experience providing transferable skills, or a combination of education and experience.
• Demonstrated ability to develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to existing customers.
• Ability to demonstrate understanding of advanced mathematical functions for analyzing credit and financial information.
• Ability to professionally represent Fifth Third Bank in appearance and verbal and written communication.
• Demonstrated ability to develop working knowledge of Retail policies and procedures and use sound judgment in decision-making.
• Must obtain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.
• Ability to travel within the affiliate for training and outside the affiliate for classroom training sessions; scheduling flexibility is required.

Nice To Haves

• Experience in the financial industry is preferred.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
• Maintain in-depth knowledge of Retail consumer and small business products and services, and recommend appropriate solutions.
• Use CAMP and other approved marketing tools to proactively contact customers and schedule appointments for periodic financial reviews.
• Cross-sell to existing customers and participate in outside sales activities as directed, including onsite presentations, business sales calls, and community financial literacy events.
• Build working relationships with assigned Mortgage, Small Business, Commercial, and Investment Business Partners, referring customers when appropriate.
• Meet or exceed customer experience and individual and team production goals, and contribute to year-over-year revenue growth measured by the Financial Center P&L.
• Provide guidance to CSRs on sales and referrals.
• Promote customer satisfaction through a friendly, helpful, and professional demeanor; answer customer questions and take ownership of customer issues.
• Keep business information confidential and follow the Bancorp Code of Business Conduct and Ethics and related policies.
• Follow established policies and procedures when opening and servicing Retail products.
• Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing processes as directed by the Financial Center Manager.
• Stay current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
• Exchange ideas and opinions openly, elevate concerns, and follow risk and compliance policies and procedures.

Benefits

• Comprehensive benefits programs designed to support employees’ and families’ physical, financial, emotional, and social well-being.
• Differentiated compensation offerings.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed