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Personal Banker Associate I - Greenwood

Fifth Third Bank

Personal Banker Associate I – Greenwood Location: Greenwood, Indiana 46142 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 focus on cross‑selling to existing customers and engaging in outside sales activities (e.g., Membership Advantage onsite presentations, business sales calls, community financial literacy events) as directed. Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, holistic financial solutions. Consistently meet or 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 regarding 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. 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 with sales activities designed to acquire new consumer households and small business customers and/or cross‑sell to established customers. Must be able to demonstrate understanding of advanced math functions that allow 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 to make sound decisions using good judgment. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS website (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Working Conditions Normal office environment. Requires extended viewing of computer screens. Program requires the ability to travel within the affiliate for training and scheduling flexibility. Travel outside of the affiliate for various classroom training sessions. Benefits Base salary reflective of the U.S. range for this role. Additional benefits include comprehensive health, financial, and lifestyle programs designed to support the well‑being of employees and their families. Equal Employment Opportunity Statement 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. #J-18808-Ljbffr Fifth Third Bank

Vacancy posted 5 days ago
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