Retail Personal Banker Associate I - Speedway

Fifth Third Bank; Speedway (IN); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Retail Personal Banker I to join their team. This role offers an exciting opportunity to engage with customers through a consultative sales approach, helping them meet their financial needs while fostering long-term relationships. After completing a comprehensive onboarding program, you will be equipped to excel in a dynamic banking environment. The ideal candidate will possess strong sales skills, a commitment to customer satisfaction, and the ability to thrive in a collaborative team setting. If you're ready to make a difference in people's financial lives, this is the perfect opportunity for you.

Qualifications

• Seeking candidates with a college degree or relevant experience in the financial industry.
• Strong consultative sales skills and ability to cross-sell are essential.

Responsibilities

• Build customer profiles and identify financial needs using consultative sales.
• Maintain knowledge of retail products and recommend solutions.

Skills

Consultative Sales

Financial Needs Assessment

Cross-Selling

Customer Relationship Management

Ethical Standards

Education

College Degree

Relevant Work Experience

Tools

CAMP

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 I 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 to succeed in the Retail Personal Banker role. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet customer financial needs. The role involves acquiring new households, deepening existing relationships, and processing teller transactions, working as part of the platform staff.

This role is responsible for risk management by following policies, ensuring positive customer experiences, and operating within the Bank's risk appetite while achieving results through effective risk assessment and management.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Use consultative sales and Financial Needs Assessment to build customer profiles and identify financial needs.
2. Maintain knowledge of Retail products/services and recommend solutions.
3. Use CAMP and marketing tools to reach out to customers and set appointments.
4. Focus on cross-selling to existing customers and engaging in outside sales activities.
5. Establish relationships with Business Partners and refer customers for holistic solutions.
6. Meet/exceed customer experience and sales goals, contributing to revenue growth.
7. Guide CSRs in sales and referral processes.
8. Promote customer satisfaction with professionalism and a friendly demeanor.
9. Respond confidently to customer questions and own customer issues.
10. Maintain confidentiality and adhere to ethical standards and policies.
11. Participate in loan and bankcard processes from application to closing.
12. Assist in opening/closing the Financial Center or Bank Mart as directed.
13. Stay updated on procedures to mitigate fraud and risk.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• College degree or relevant work experience.
• Experience in financial industry preferred.
• Ability to develop comfort with sales activities and cross-selling.
• Understanding of advanced math for credit and financial analysis.
• Professional appearance and communication skills.
• Knowledge of Retail policies and good judgment in decision-making.
• S.A.F.E. Act registration via NMLS required at employment.

WORKING CONDITIONS:

• Normal office environment.
• Extended viewing of screens.
• Travel for training and scheduling flexibility required.

Location: Speedway, Indianapolis, Indiana 46224

Fifth Third Bank is committed to an inclusive culture and equal employment opportunity for all applicants.