Personal Banker Associate II - Beech Grove

Fifth Third Bank • Indianapolis, IN

7d • 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, including 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 Retail Personal Banker II role focuses on sales development and relationship building through promoting deposits, loans, fee-based services, and customer retention. The role sells banking products and services to meet prospective and existing customers’ needs while providing specialized customer care. It uses the bank’s consultative sales and service process, prescribed tools, and staff referral activity.

The position is accountable for managing risk, following policies and procedures, and acting in the best interests of customers and colleagues. It works toward customer experience and production goals while operating within the bank’s risk appetite.

The position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment. The work is in a normal office environment and includes extended viewing of computer screens. Training requires travel within the affiliate, scheduling flexibility, and travel outside the affiliate for some classroom sessions. The location is Indianapolis, Indiana 46203.

Requirements

• College degree, work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities to acquire consumer household and small business customers and/or cross-sell to established customers.
• Ability to understand 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 good judgment in making sound decisions.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System is required at the time of employment.
• Ability to travel within the affiliate for training and outside the affiliate for classroom training, with scheduling flexibility.
• Ability to view computer screens for extended periods.

Nice To Haves

• Experience in the financial industry.

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 contact customers proactively and arrange periodic financial reviews.
• Focus on cross-selling 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 in Mortgage, Small Business, Commercial, and Investment, and refer customers as appropriate.
• Meet or exceed customer experience and individual and team production goals, supporting year-over-year revenue growth as measured by the Financial Center P&L.
• Guide CSRs on sales and referrals.
• Promote customer satisfaction through a friendly, helpful, and professional demeanor.
• Answer customer questions confidently and take ownership of customer issues.
• Maintain confidentiality and 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 manage 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 intended to mitigate fraud and unnecessary risk or exposure.
• Complete the onboarding and education program, including Operations and Sales & Service rotations, and the concluding certification.

Benefits

• Comprehensive benefits programs supporting 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