Personal Banker Associate I - Mt. Pleasant (Greenwood, IN)

Fifth Third Bank; Greenwood (IN); On-site; USD 35,000 - 50,000; Full time

Job summary

Fifth Third Bank seeks a Retail Personal Banker I in Greenwood, Indiana. This role focuses on using consultative sales processes to meet customers' financial needs while managing risks and ensuring a positive experience. Candidates will complete a comprehensive onboarding program and aim to build lasting customer relationships while achieving sales goals.

Qualifications

• Experience in the financial industry preferred.
• Understanding of advanced math functions for credit and financial analysis.
• S.A.F.E. Act registration through NMLS required at employment.

Responsibilities

• Use consultative sales to identify customer financial needs.
• Process teller transactions and acquire new households.
• Meet/exceed customer experience and sales goals.

Skills

Sales Activities

Customer Experience

Consultative Sales

Risk Management

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 identify and meet customers' financial needs. This role involves acquiring new households, deepening existing relationships, and processing teller transactions, working as part of the platform staff.

This role is responsible for risk management by following policies, ensuring a positive customer experience, and operating within the Bank's risk appetite while achieving results through risk assessment and management.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Use consultative sales and Financial Needs Assessment to build customer profiles and identify financial needs.
• Maintain knowledge of Retail products/services and recommend appropriate solutions.
• Utilize marketing tools to proactively reach out to customers and set appointments.
• Focus on cross-selling to existing customers and engaging in outside sales activities.
• Establish relationships with Business Partners and refer customers for holistic solutions.
• Meet/exceed customer experience and sales goals, contributing to revenue growth.
• Guide CSRs in sales and referral processes.
• Promote customer satisfaction with professionalism and friendliness.
• Answer customer questions confidently and own customer issues.
• Maintain confidentiality and adhere to the Bank's Code of Conduct and policies.
• Participate in loan and bankcard processes, owning sourced loans from application to closing.
• Assist in opening/closing the Financial Center or Bank Mart as directed.
• Stay updated on procedures to mitigate fraud and risk.

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 functions 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 through NMLS is required at employment.

WORKING CONDITIONS:

• Standard office environment.
• Extended viewing of screens.
• Travel within the affiliate for training and scheduling flexibility.
• Travel outside the affiliate for training sessions.

Location: Greenwood, Indiana 46142

Fifth Third Bank is committed to an inclusive culture and equal employment opportunity for all applicants regardless of protected statuses.