Personal Banker Associate II - Carmel, IN

Fifth Third; Carmel (IN); On-site; USD 40,000 - 55,000; Full time

Job summary

Fifth Third Bank is looking for a Personal Banker Associate II in Carmel, IN, where you'll promote deposits, loans, and services, focusing on relationship building and customer satisfaction. This role includes a comprehensive onboarding program and aims to develop retail banking professionals ready for advancement.

Qualifications

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

Responsibilities

• Build customer profiles and identify financial needs using the consultative sales process.
• Recommend retail products/services and engage in selling activities.
• Establish relationships with Business Partners and contribute to sales goals.

Skills

Sales development

Relationship building

Consultative sales

Customer service

Education

College degree or relevant work experience

Job description

Personal Banker Associate II - Carmel, IN

Personal Banker Associate II - Carmel, IN

Apply locations Carmel, IN
Time type Full time
Posted on Posted Yesterday
Time left to apply End Date: August 1, 2025 (30+ days left to apply)
Job requisition id R59518

Make banking a Fifth Third better

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GENERAL FUNCTION:

Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week onboarding and education program, including rotations in Operations and Sales & Service. There will be a certification at the end of the program to demonstrate skills necessary for the role. The Retail Personal Banker II role focuses on sales development and relationship building through promoting deposits, loans, fee-based services, and customer retention. Responsibilities include selling banking products, providing specialized care, and utilizing consultative sales processes.

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 solutions.
3. Utilize marketing tools to reach out to customers and schedule financial reviews.
4. Focus on cross-selling and outside sales activities, including community events.
5. Establish relationships with Business Partners and refer customers for holistic solutions.
6. Meet/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 friendliness.
9. Respond confidently to customer questions and own customer issues.
10. Maintain confidentiality and adhere to policies and ethical standards.
11. Participate in loan and bankcard processes, including application to closing.
12. Assist with opening/closing the Financial Center or Bank Mart.
13. Stay updated on procedures to mitigate risks and fraud.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

1. College degree or relevant work experience.
2. Experience in financial industry preferred.
3. Ability to develop comfort with sales activities and cross-selling.
4. Understanding of advanced math functions for credit and financial analysis.
5. Professional appearance and communication skills.
6. Knowledge of retail policies and good judgment.
7. S.A.F.E. Act registration via NMLS required at employment.

WORKING CONDITIONS:

1. Standard office environment.
2. Extended screen viewing.
3. Travel within the affiliate for training and scheduling flexibility.
4. Travel outside the affiliate for training sessions.

Note: The job posting is active and not expired.