Personal Banker Associate II - Terre Haute

Fifth Third Bank • Terre Haute, IN

25d • 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 skills needed for a role in the Retail Personal Banker job family.

The Retail Personal Banker II role is a sales position focused on sales development and relationship building through the promotion of deposits, loans, fee-based services, and customer retention. The role sells a full range of banking products and services to meet existing and prospective customers’ needs while providing specialized customer care and service. It uses the bank’s consultative sales and service process and approved tools, and works with staff on referral activity. The position is accountable for managing risk, following policies and procedures, acting in customers’ and colleagues’ best interests, and contributing to a positive customer experience.

The role requires travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility. The working environment is a normal office environment with extended viewing of computer screens. Fifth Third describes its Total Rewards as including comprehensive benefits and differentiated compensation, with benefits intended to support employees and their families’ physical, financial, emotional, and social well-being; no specific benefit offerings or salary figures are listed in the posting.

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 existing customers.
• Ability to demonstrate understanding of advanced math functions used 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 good judgment in making sound decisions.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) is required at the time of employment.
• Ability to travel within the affiliate for training and outside the affiliate for classroom training, and to accommodate scheduling flexibility.

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 in-depth 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 schedule periodic financial reviews.
• Focus on cross-selling to existing customers and conduct outside sales activities as directed, such as onsite presentations, business sales calls, and community financial literacy events.
• Build working relationships with assigned Mortgage, Small Business, Commercial, and Investment partners, referring customers when appropriate.
• Meet or exceed customer experience and individual and team production goals and contribute to year-over-year revenue growth as measured by the Financial Center P&L.
• Guide CSRs on the sales and referral process.
• Promote customer satisfaction through a friendly, helpful demeanor and professionalism; answer questions confidently and take ownership of customer issues.
• Maintain customer and business confidentiality and 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 the consumer loan and bankcard process and own sourced loans from application through closing.
• Participate in opening and closing the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Keep current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
• Complete the onboarding and education program and its concluding certification.

Benefits

• Comprehensive benefits programs designed to support employees and their 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