Personal Banker Associate I - Chapel Hill

Fifth Third Bank; Indianapolis (IN); On-site; USD 40,000 - 60,000; Full time

Job summary

Fifth Third Bank is seeking a Retail Personal Banker I in Indianapolis. This key role focuses on building customer relationships and achieving sales goals through consultative processes. Candidates should have a college degree or relevant experience, with a strong ability to drive sales and manage risks in an inclusive work environment.

Qualifications

• Experience in the financial industry preferred.
• Ability to develop comfort with sales activities and cross-selling.
• Professional appearance and communication skills.

Responsibilities

• Use consultative sales process to build customer profiles.
• Cross-sell existing customers and engage in outside sales.
• Process teller transactions while managing customer needs.

Skills

Sales

Customer Relationship Management

Risk Management

Financial Analysis

Communication

Education

College degree or relevant work experience

Job description

Make banking a Fifth Third better

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week onboarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to demonstrate skills necessary for a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet customer or prospect financial needs. This role involves acquiring new households and deepening existing customer relationships through activities like lobby leadership or aisle time and tele-consulting. Responsibilities include processing teller transactions and working as part of the platform staff.

This role is responsible for risk management by following policies, raising concerns, and ensuring actions align with the bank's risk appetite, all while maintaining a positive customer experience.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
2. Maintain knowledge of Retail products/services and recommend appropriate solutions.
3. Utilize CAMP and other marketing tools to proactively reach out to customers and set appointments.
4. Focus on cross-selling to existing customers and engaging in outside sales activities such as community events and business calls.
5. Establish relationships with Business Partners and refer customers for holistic solutions.
6. Meet or exceed customer experience and sales goals, contributing to revenue growth.
7. Guide CSRs regarding sales and referral processes.
8. Promote customer satisfaction with professionalism and friendliness.
9. Respond confidently to customer questions and resolve issues.
10. Maintain confidentiality and ethical behavior.
11. Follow policies when opening/servicing Retail products and participate in loan processes.
12. Assist in opening/closing the Financial Center or Bank Mart as directed.
13. Stay updated on procedures to prevent fraud and manage risks.

SUPERVISORY RESPONSIBILITIES: None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• College degree or relevant work experience.
• Experience in the financial industry preferred.
• Ability to develop comfort with sales activities and cross-selling.
• Understanding of advanced math for credit and financial analysis.
• Professional appearance and communication skills.
• Knowledge of Retail policies and sound judgment in decision-making.
• S.A.F.E. Act registration via NMLS required at employment.

WORKING CONDITIONS:

• Standard office environment.
• Extended computer screen viewing.
• Travel within the affiliate for training and scheduling flexibility.

Location: Indianapolis, Indiana 46214

Fifth Third Bank is committed to an inclusive culture and equal employment opportunity for all employees and applicants.