Personal Banker Associate II - Franklin, IN

Personal Banker Associate II – Franklin, IN 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 the bank’s value proposition. Utilize CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. Engage in cross‑selling to the existing customer base and outside sales activities such as onsite presentations, business sales calls, and community financial literacy events. Establish close working relationships with assigned business partners (Mortgage, Small Business, Commercial and Investment) and refer customers when appropriate to provide holistic financial solutions. Consistently meet or exceed customer experience and individual/team production goals and contribute to year‑over‑year revenue growth as measured by the Financial Center P&L. Provide guidance to Client Service Representatives on the sales and referral process. Promote customer satisfaction with a friendly, helpful demeanor and professionalism. Maintain confidentiality and adhere to the Bancorp Code of Business Conduct and Ethics and other related policies. Open and service the full range of retail products in accordance with established policies and procedures. 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 to mitigate fraudulent activity and unnecessary risk. Qualifications College degree or equivalent combination of education and work experience. Preferred experience in the financial industry. Ability to develop comfort with sales activities designed to acquire new consumers and small‑business customers and/or cross‑sell to established customers. Understanding of advanced math functions for analysis of credit and financial information. Professional appearance and strong verbal/written communication skills. Working knowledge of retail policies and procedures to exercise good judgment. Must hold S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Working Conditions Normal office environment with extended computer screen use. Travel within the affiliate for training and scheduling flexibility. Travel outside the affiliate for classroom training sessions. Equal Employment Opportunity 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. Location Franklin, Indiana 46131 #J-18808-Ljbffr Fifth Third