Personal Banker Associate I - Meridian Parke, Greenwood IN

Fifth Third Bank•Greenwood, IN

6d•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, including rotations in operations and Sales & Service and a concluding certification. The position is based in a financial center and uses a consultative sales process to identify and meet customers’ and prospects’ financial needs. It focuses on acquiring new households and deepening existing customer relationships through activities such as lobby leadership, tele-consulting, and teller transactions, while also serving as a member of the platform staff. The role is accountable for managing risk by sharing ideas and concerns, following policies and procedures, and acting in the best interests of customers and colleagues. Employees are expected to support a positive customer experience and consistently identify, assess, manage, monitor, and report risks within the Bank’s risk appetite. The role requires travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility. The work is performed in a normal office environment and involves extended viewing of computer screens.

Requirements

College degree, work experience that provides transferable skills, or a combination of education and experience.
Ability to develop comfort with sales activities focused on acquiring new consumer households and small business customers and/or cross-selling to existing customers.
Ability to demonstrate advanced math functions for analyzing credit and financial information.
Ability to professionally represent Fifth Third Bank through appearance and verbal and written communication.
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 at the time of employment.

Nice To Haves

Experience in the financial industry.

Responsibilities

Use the consultative sales process and Financial Needs Assessment to develop customer profiles and identify current and future financial needs.
Maintain knowledge of Retail consumer and small business products and services and recommend appropriate solutions.
Use CAMP and other approved marketing tools to contact customers and schedule periodic financial reviews.
Cross-sell to existing customers and participate in directed outside sales activities, such as onsite presentations, business sales calls, and community financial literacy events.
Build working relationships with assigned Business Partners and refer customers when appropriate to provide timely, holistic financial solutions.
Meet or exceed customer experience and individual and team production goals, contributing to year-over-year revenue growth measured by the Financial Center P&L.
Guide CSRs on the sales and referral process.
Promote customer satisfaction through a friendly, helpful, and professional demeanor.
Answer customer questions confidently and take ownership of customer issues.
Maintain confidentiality of business information.
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 consumer loan and bankcard processes, managing sourced loans from application through closing.
Participate in opening and closing the Financial Center or Bank Mart as directed by the Financial Center Manager.
Stay current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
Complete the onboarding and education program, rotations, and concluding certification.

Benefits

Comprehensive benefits programs supporting employees’ and families’ physical, financial, emotional, and social well-being.
Differentiated compensation offerings.

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