Retail Personal Banker II: Growth & Solutions

Fifth Third Bank

Valparaiso (IN)

On-site

USD 42,000 - 54,000

Full time

3 days ago

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Job summary

Fifth Third Bank in Valparaiso, IN is seeking a Personal Banker Associate II. The role begins with a 4-8 week onboarding and education program, including rotations in Operations and Sales & Service, culminating in a certification for the Retail Personal Banker role.

The position emphasizes consultative sales and relationship building, promoting deposits, loans, and fee-based services while servicing customers.

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 to acquire new customers.
Must understand advanced math functions to analyze credit and financial information.
S.A.F.E. Act registration via NMLS required for employment.

Responsibilities

Use consultative sales process and Financial Needs Assessment to identify customer needs.
Maintain knowledge of Retail products and services to propose suitable solutions.
Proactively reach out to customers and set appointments for financial reviews.
Cross-sell to existing customers and engage in outside sales activities.
Refer customers to Business Partners for holistic financial solutions.
Meet/exceed customer experience and production goals; contribute to revenue growth.
Guide CSRs on sales and referral processes.
Maintain confidentiality and adhere to Code of Conduct and policies.