Personal Banker II: Sales, Service & Financial Solutions

Fifth Third Bank

Batesville (IN)

On-site

USD 35,000 - 52,000

Full time

10 days ago
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Job summary

Fifth Third Bank in Batesville, Indiana is seeking a Retail Personal Banker II through a development program that includes rotations in Operations and Sales & Service. The role focuses on deposits, loans, and the promotion of financial products to customers while building lasting relationships.

During onboarding, candidates learn consultative sales, risk awareness, and regulatory requirements. A college degree or transferrable experience is preferred, with strong math, communication, and

Qualifications

  • College degree or work experience providing transferrable skills or combination of education and experience.
  • Experience in the financial industry preferred.
  • Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
  • Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
  • Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
  • This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Responsibilities

  • Use the consultative sales process to build customer profiles and identify financial needs.
  • Maintain knowledge of Retail products and recommend appropriate solutions.
  • Proactively reach out to customers and set appointments for reviews.
  • Cross-sell to existing customers and engage in outside sales activities as directed.
  • Refer customers to partners for mortgages, small business and commercial solutions.
  • Meet or exceed customer experience and production goals.
  • Provide guidance to CSRs on sales and referral processes.
  • Promote customer satisfaction with a friendly and professional demeanor.
  • Maintain confidentiality and follow Bank policies and procedures.
  • Assist with consumer loan and bankcard processes from application to closing.
  • Participate in opening/closing of the Financial Center or Bank Mart as directed.
  • Stay up to date on procedures to mitigate fraudulent activity and risk.

Skills

Sales experience
Customer service
Communication
Math skills

Education

College degree or transferrable experience

Job description

Fifth Third Bank in Batesville, Indiana is seeking a Retail Personal Banker II through a development program that includes rotations in Operations and Sales & Service. The role focuses on deposits, loans, and the promotion of financial products to customers while building lasting relationships.

During onboarding, candidates learn consultative sales, risk awareness, and regulatory requirements. A college degree or transferrable experience is preferred, with strong math, communication, and

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