Personal Banker Associate II - Westfield, IN

Fifth Third Bank•Westfield, IN

5d•Onsite

About The Position

Selected candidates are intended to become a Retail Personal Banker II after completing a 4–8 week onboarding and education program, with rotations in Operations and Sales & Service and a certification at the program’s conclusion. The Retail Personal Banker II role focuses on sales development and relationship building through the promotion of deposits, loans, fee-based services, and customer retention. The position sells banking products and services to meet existing and prospective customers’ needs while providing specialized customer care. It uses a consultative sales and service process, prescribed tools, and staff referrals. The role is accountable for managing risk, following policies and procedures, and supporting positive experiences for customers and colleagues. The position works within the Bank’s risk appetite while identifying, assessing, managing, monitoring, and reporting risks. 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. The position requires S.A.F.E. Act registration through NMLS at the time of employment.

Requirements

College degree, work experience providing transferable skills, or a combination of education and experience.
Ability to develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to established customers.
Ability to demonstrate understanding of 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.
S.A.F.E. Act registration through NMLS is required at the time of employment.

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 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 arrange periodic financial reviews.
Cross-sell to existing customers and participate in directed outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
Build working relationships with assigned Business Partners and refer customers when appropriate for timely, holistic financial solutions.
Meet or exceed customer experience and individual and team production goals, and contribute to year-over-year revenue growth measured by Financial Center P&L.
Guide CSRs on the sales and referral process.
Promote customer satisfaction through a friendly, helpful, professional demeanor.
Answer customer questions confidently and take ownership of customer issues.
Protect confidential business information and maintain a position of trust and responsibility.
Follow the Bancorp Code of Business Conduct and Ethics and related policies, maintaining ethical behavior.
Follow established policies and procedures when opening and servicing Retail products.
Participate in consumer loan and bankcard processes and own sourced loans from application through closing.
Participate in Financial Center or Bank Mart opening and closing as directed by the Financial Center Manager.
Stay current on Retail procedures intended to mitigate fraud and unnecessary risk or exposure.
Complete the onboarding and education program, including Operations and Sales & Service rotations, and demonstrate required skills in the concluding certification.