Retail Personal Banker II — Training Path to PB I

Fifth Third

Indianapolis (IN)

On-site

USD 42,000 - 65,000

Full time

14 days+

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Job summary

Fifth Third Bank in Indianapolis is seeking a Retail Personal Banker Associate II at South Indianapolis (Maple Road). You will begin with a 4-8 week onboarding program including rotations in operations and Sales & Service to build customer profiles and recommend financial solutions.

You will focus on cross-selling, consultative needs assessments, and establishing relationships with partners to deliver holistic banking services.

Qualifications

College degree or work experience providing transferrable skills, or a combination of education and experience.
Experience in the financial industry preferred.
Demonstrated ability to develop comfort level with sales activities to acquire new customers and cross-sell to existing customers.
Must understand advanced math functions for analyzing credit and financial information.
Ability to represent Fifth Third Bank professionally in appearance and communication.
Knowledge of Retail policies and procedures to exercise sound judgment.
S.A.F.E. Act registration via NMLS is required at time of employment.

Responsibilities

Use the consultative sales process and needs assessment to profile customers and identify financial needs.
Maintain knowledge of Retail products and services and recommend solutions using our value proposition.
Reach out to customers with CAM P tools and set appointments for periodic reviews.
Cross-sell to existing customers and engage in outside sales activities as directed.
Work with business partners and refer customers for holistic solutions.
Meet or exceed customer experience and revenue goals; support risk management and policy adherence.