Personal Banker Associate II - Fifth Third Bank Indianapolis
Overview
As a Personal Banker Associate II at Fifth Third Bank, you will complete a 4-8 week on-boarding program with rotations in Operations and Sales & Service, then transition to a Retail Personal Banker II role. You will own sales development and relationship building, promoting deposits, loans, and fee-based services. You will use a consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs. This role is distinct for its structured training and clear path to a personal banker position, with mentorship from business partners.
What You'll Do9
- 1Build thorough customer profiles using the Financial Needs Assessment and consultative sales process to identify current and future financial needs.
- 2Maintain in-depth knowledge of Retail consumer and small business products, recommending solutions using our value proposition.
- 3Proactively reach out to customers using CAMP and other approved marketing tools to set appointments for financial reviews.
- 4Cross-sell to existing customers and engage in outside sales activities like Membership Advantage onsite presentations and community financial literacy events.
- 5Establish close working relationships with assigned business partners in Mortgage, Small Business, Commercial, and Investment to refer customers for holistic solutions.
- 6Meet or exceed customer experience and production goals, enhancing year-over-year revenue growth as measured by the Financial Center P&L.
- 7Provide guidance to CSRs on the sales and referral process, promoting customer satisfaction with a friendly, helpful demeanor.
- 8Own customer issues from application through closing for consumer loans and bankcards, ensuring compliance and risk mitigation.
- 9Adhere to Retail policies and procedures, participate in opening/closing processes, and stay current on fraud prevention measures.
Requirements8
- 1College degree or work experience providing transferable skills, or a combination of education and experience.
- 2Experience in the financial industry preferred.
- 3Demonstrated ability to develop comfort with sales activities to acquire new households and small business customers or cross-sell to established customers.
- 4Understanding of advanced math functions for analyzing credit and financial information.
- 5Professional representation of Fifth Third Bank in appearance and verbal/written communication.
- 6Demonstrated ability to develop working knowledge of Retail policies and procedures for sound decision making.
- 7S.A.F.E. Act registration through NMLS at time of employment.
- 8Ability to travel within the affiliate for training and scheduling flexibility.
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