Personal Banker Associate I - Meadows

Fifth Third Bank; Terre Haute (IN); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Retail Personal Banker I to join their team. This role focuses on building customer relationships through consultative sales, identifying financial needs, and cross-selling products. The ideal candidate will thrive in a collaborative environment, driving customer satisfaction and revenue growth while adhering to ethical standards. If you have a passion for finance and a knack for sales, this opportunity could be your next career step in a supportive and inclusive workplace.

Qualifications

• College degree or relevant work experience required.
• Experience in the financial industry preferred.

Responsibilities

• Use consultative sales process to identify customer financial needs.
• Cross-sell products and engage in community events.

Skills

Sales Skills

Customer Service

Financial Analysis

Risk Management

Education

College Degree

Relevant Work Experience

Tools

CAMP Marketing Tools

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 the financial needs of customers or prospects. The role involves acquiring new households and deepening existing customer relationships through activities such as lobby leadership (Financial Centers), aisle time (Bank Marts), and tele-consulting. Responsibilities include processing teller transactions and working as part of the platform staff.

Risk and Customer Focus:

Responsible for risk management by adhering to policies, elevating concerns, and ensuring actions drive a positive customer experience. Achieves results by identifying, assessing, managing, monitoring, and reporting risks within the Bank's risk appetite.

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 consumer and small business products/services and recommend appropriate solutions.
3. Utilize CAMP and other marketing tools to reach out to customers and set appointments for financial reviews.
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 (Mortgage, Small Business, Commercial, Investment) and refer customers for holistic solutions.
6. Meet/exceed customer experience and sales goals, contributing to revenue growth.
7. Guide CSRs in sales and referral processes.
8. Promote customer satisfaction with professionalism and helpfulness.
9. Respond confidently to customer questions and own customer issues.
10. Maintain confidentiality and trust.
11. Follow the Bank's Code of Conduct and other policies, maintaining ethical standards.
12. Adhere to policies while opening and servicing Retail products.
13. Participate in the loan and bankcard process from application to closing.
14. Assist in opening/closing the Financial Center or Bank Mart as directed.
15. Stay updated on procedures to mitigate fraud and risk.

SUPERVISORY RESPONSIBILITIES: None.

MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES:

• College degree, relevant work experience, or a combination thereof.
• 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 viewing of computer screens.
• Travel within the affiliate for training and scheduling flexibility.
• Travel outside the affiliate for classroom training sessions.

Location: Meadows, Terre Haute, Indiana 47803

Fifth Third Bank is committed to an inclusive culture and equal employment opportunity for all applicants regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military or veteran status, or other protected categories.