Retail Personal Banker Associate I - Bell Oaks

Fifth Third Bank; Indiana; Vor Ort; USD 41.000 - 54.000; Vollzeit

Zusammenfassung

Fifth Third Bank in Newburgh, Indiana is seeking a Retail Personal Banker I to join its on-site team. The role begins with a 4-8 week onboarding and education program including rotations in operations and Sales & Service, culminating in a certification to advance within the Retail Personal Banker family.

You will use a consultative sales process to identify customer needs, deepen relationships, and cross-sell products. Strong math, communication, and adherence to NMLS/S.A.F.E.

Qualifikationen

• College degree or work experience in a transferrable role; financial services preferred.
• Ability to perform basic math for credit/financial information analysis.
• Strong communication and relationship-building skills; consultative sales approach.
• Knowledge of NMLS licensing and SAFE Act requirements.

Aufgaben

• Use consultative sales to profile customers and identify financial needs.
• Cross-sell retail products and refer to partners for holistic solutions.
• Assist in opening/closing Financial Centers or Bank Marts as directed.
• Adhere to policies, manage risk, and protect customer information.

Ausbildung

College degree or work experience

Sales experience

Customer service

Financial analysis

Communication

NMLS/SAFE Act knowledge

Jobbeschreibung

Retail Personal Banker Associate I - Bell Oaks### Retail Personal Banker Associate I - Bell OaksApply: Newburgh, IN: Full time: Posted Today: End Date: December 31, 2026 (30+ days left to apply): R74533**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 on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform 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 proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES:* Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.* Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.* Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.* Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.* Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.* Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.* Provide guidance to CSRs with respect to the sales and referral process.* Promote customer satisfaction with a friendly, helpful demeanor and professionalism.* Act with confidence by answering customer questions and owning customer issues.* Maintain a position of trust and responsibility by keeping all business confidential.* Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.* Adhere to established policies and procedures while opening/servicing the full range of Retail products.* Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.* Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.* Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. SUPERVISORY RESPONSIBILITIES:None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:* 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.* Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.* This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. WORKING CONDITIONS:* Normal office environment.* Extending viewing of computer screens.* This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.* Travel outside of the affiliate will be required for various classroom training sessions.#LI-DH2Retail Personal Banker Associate I - Bell OaksAt Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. LOCATION -- Newburgh, Indiana 47630Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.