Personal Banker Associate II - Carmel, IN

Fifth Third Bank, N.A.; Carmel (IN); On-site; USD 45,000 - 65,000; Full time

Job summary

Fifth Third Bank seeks a Retail Personal Banker II to provide exceptional customer service and promote banking products. This role involves building relationships through consultative selling, completing a training program, and adhering to banking policies, striving for customer satisfaction and sales goals.

Benefits

Inclusive culture and equal employment opportunity

Qualifications

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

Responsibilities

• Use consultative sales process to build customer profiles.
• Cross-sell to existing customers and engage in outside sales activities.
• Meet or exceed customer experience and sales goals.

Skills

Sales Development

Relationship Building

Customer Retention

Professional 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 II 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 Retail Personal Banker II role is a sales position focused on sales development and relationship building through promoting deposits, loans, fee-based services, and customer retention. Responsible for selling a full range of banking products and services to meet customer needs, while providing specialized care and service. Utilize and promote the consultative sales and service process, using prescribed tools and interacting with staff for referrals.

Responsible and accountable for risk by following policies and procedures, elevating concerns, and ensuring actions drive a positive customer experience. Achieve 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 solutions using our value proposition.
3. Utilize CAMP and other approved marketing tools to proactively 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 and refer customers for holistic financial solutions.
6. Meet or exceed customer experience and sales goals, and contribute to revenue growth.
7. Guide CSRs on sales and referral processes.
8. Promote customer satisfaction with professionalism and a helpful demeanor.
9. Answer customer questions confidently and own customer issues.
10. Maintain confidentiality and act with trust and responsibility.
11. Follow the Bank's Code of Conduct and policies, ensuring ethical behavior.
12. Adhere to policies when opening/servicing Retail products.
13. Participate in the loan and bankcard process, owning sourced loans from application to closing.
14. Assist in opening/closing the Financial Center or Bank Mart as directed.
15. Stay updated on Retail procedures to mitigate fraud and risk.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES:

• 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 via NMLS required at employment.

WORKING CONDITIONS:

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

Location: Carmel, Indiana 46032

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 status.