Personal Banker Associate II - Hammond

Fifth Third Bank • Hammond, IN

13d • 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 that includes rotations in Operations and Sales & Service. A certification at the conclusion of the program gives candidates the opportunity to demonstrate the skills needed to perform a role within the Retail Personal Banker job family.

The Retail Personal Banker II role is a sales position focused primarily 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 customer needs and provides specialized care and service to existing and prospective customers. The banker uses the consultative sales and service process and approved tools, collaborates with staff to generate referrals, and is accountable for managing risk and following policies and procedures. The role is expected to support positive customer experiences and achieve results while operating within the Bank’s risk appetite.

The role requires travel within the affiliate for training, travel outside the affiliate for some classroom training, and scheduling flexibility. The working environment is a normal office environment and involves extended viewing of computer screens. The position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System 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 intended 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 represent Fifth Third Bank professionally in 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.

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 using the Bank’s value proposition.
• Use CAMP and other approved marketing tools to proactively contact customers and set appointments for periodic financial reviews.
• Focus on cross-selling to existing customers and participate in directed outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
• Build relationships with assigned Business Partners in Mortgage, Small Business, Commercial, and Investment, and refer customers when appropriate.
• Meet or exceed customer experience and individual or team production goals and contribute 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 questions confidently and take ownership of customer issues.
• Protect confidential business information and comply with 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, owning 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 to mitigate fraud and unnecessary risk or exposure.
• Complete the 4–8 week onboarding and education program, including Operations and Sales & Service rotations, and the concluding certification.
• Travel within the affiliate for training and outside the affiliate for classroom training as required.

Benefits

• Comprehensive benefits designed to support employees and their families in 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