Personal Banker Associate II - Ft. Harrison Branch - Indianapolis IN

Fifth Third Bank • Indianapolis, IN

1d • Onsite

About The Position

Selected candidates are intended to become a Retail Personal Banker II after a 4–8 week onboarding and education program that includes rotations in Operations and Sales & Service. Candidates complete a certification at the end of the program to demonstrate the skills needed to perform within the Retail Personal Banker job family. The Retail Personal Banker II role focuses on sales development and relationship building through promotion of deposits, loans, fee-based services, and customer retention. The role sells banking products and services to meet customer needs, provides specialized customer care, and uses the bank’s consultative sales and service process and approved tools to support referrals.

The position is accountable for managing risk, following policies and procedures, and supporting positive experiences for customers and colleagues. It works primarily with existing customers while also conducting directed outside sales activities and coordinating with business partners to provide financial solutions. The role may participate in consumer loan and bankcard processes and in Financial Center or Bank Mart opening and closing procedures.

The position is based in a normal office environment, includes extended viewing of computer screens, and requires travel within the affiliate for training, as well as travel outside the affiliate for classroom training. Scheduling flexibility is required for the program. Fifth Third describes its Total Rewards as including comprehensive benefits and differentiated compensation; specific benefit details are available through its careers page or a talent acquisition partner.

Requirements

• College degree, 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 math functions to analyze 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 the Nationwide Mortgage Licensing System 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 suitable solutions.
• Use CAMP and other approved marketing tools to proactively contact customers and schedule periodic financial reviews.
• Cross-sell primarily 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 Mortgage, Small Business, Commercial, and Investment partners and make referrals when appropriate.
• 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 sales and referral processes.
• Promote customer satisfaction through a friendly, helpful, and 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 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 for mitigating fraud and unnecessary risk or exposure.
• Complete the 4–8 week onboarding and education program, including rotations and a concluding certification.

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