Relationship Banking Specialist II

Fifth Third Bank; Westfield (IN); Sur place; USD 40 000 - 55 000; Plein temps

Résumé du poste

Fifth Third Bank in Westfield, IN is seeking a Retail Personal Banker II as part of a structured onboarding program to develop sales and relationship-building skills. The role emphasizes deposits, loans, and fee-based services with a focus on cross-selling to existing customers.

Selected candidates progress through a 4-8 week program, culminating in a certification for the Retail Personal Banker family. Travel for training may be required, and risk controls apply throughout the process.

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 households 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.
• This position requires S.A.F.E. Act registration at the time of employment through the NMLS.

Responsabilités

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
• Maintain knowledge of Retail products/services and recommend appropriate solutions.
• Proactively reach out to customers and set appointments for periodic financial reviews.
• Cross-sell to the existing customer base and engage in outside sales activities.
• Establish relationships with Business Partners to provide holistic financial solutions.

Connaissances

Sales ability

Customer service

Communication skills

Math skills

NMLS knowledge

Professional appearance

Formation

College degree or transferrable experience

Description du poste

Fifth Third Bank in Westfield, IN is seeking a Retail Personal Banker II as part of a structured onboarding program to develop sales and relationship-building skills. The role emphasizes deposits, loans, and fee-based services with a focus on cross-selling to existing customers.

Selected candidates progress through a 4-8 week program, culminating in a certification for the Retail Personal Banker family. Travel for training may be required, and risk controls apply throughout the process.