Personal Banker

2 months ago

Greenwood, United States Fifth Third Bank Full time

Make banking a Fifth Third better

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank‘s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND 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 focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
  • Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
  • Consistently meet/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 with respect to 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.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

  • 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 designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
  • Must be able to demonstrate understanding of advanced math functions that will allow for 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 in order to utilize good judgment in making sound decisions.
  • This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.

WORKING CONDITIONS:

  • Normal office environment.
  • Extending viewing of computer screens.
  • This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.
  • Travel outside of the affiliate will be required for various classroom training sessions.

Personal Banker Associate I - Meridan Parke

LOCATION -- Greenwood, Indiana 46142

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.

  • Personal Banker

    1 week ago

    Greenwood Village, United States Academy Bank Full time

    Summary Personal Bankers are enthusiastic about understanding and promoting bank products and services to individuals and companies; delivering an excellent client experience; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals. Responsibilities Achieve specific sales goals on a...

  • Personal Banker Associate I

    1 week ago

    Greenwood, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and...

  • Relationship Banker

    4 days ago

    Greenwood, United States Old National Bank Full time

    Relationship BankerJob Locations US-IN-GreenwoodCategory/Function Retail Banking CenterPosition Type Regular Full-TimeRequisition ID 2024-15518Workplace Type On SiteSalary Min USD $17.00/Hr.Salary Max USD $27.50/Hr.OverviewOld National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional...

  • Universal Banker

    1 week ago

    Greenwood, United States Horizon Bank Full time

    At Horizon Bank, we're not just about banking; we're about empowering dreams and transforming lives when we Go Beyond! Our passion lies in creating meaningful connections with our clients and providing financial solutions that pave the way to success. We're a dynamic team, dedicated to redefining the banking experience by going beyond and making a real...

  • Senior Banker

    2 days ago

    Greenwood, United States Bank of America Full time

    Senior Banker - Greenwood Financial Center - Greenwood, Indiana Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to...

  • Client Relationship Representative

    3 weeks ago

    Greenwood, United States First Merchant's Bank Full time

    First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) - Reserve to join our team! This full-time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial needs of bank...

  • Client Relationship Representative

    1 week ago

    Greenwood, United States First Merchant's Bank Full time

    First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) - Reserve to join our team! This full-time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial needs of bank...

  • Client Relationship Representative

    1 week ago

    Greenwood, United States First Merchants Bank Full time

    Description First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) - Reserve to join our team! This full-time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial needs of...

  • Portfolio Manager

    4 days ago

    Greenwood Village, United States Inbank Full time

    Description:SUMMARY OF JOB:Lead the credit underwriting and portfolio management process, for commercial loans (C&I, Agricultural, Enterprise Value, Real Estate, Construction, Tax Incentivized, Private Banking, etc.), in a manner designed to maximize efficiency, accuracy, and quality. Collect, compile, and analyze financial information to facilitate lending...

  • Middle Market Banking

    2 days ago

    Greenwood Village, United States NBH Bank Full time

    It starts with our culture ... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn't just...

  • Wells Fargo

    3 weeks ago

    Greenwood, United States WELLS FARGO BANK Full time

    Why Wells Fargo:Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to...

  • PEPI Manager

    4 days ago

    Greenwood Village, United States Alvarez & Marsal Full time

    Description Alvarez & Marsal Private Equity Performance Improvement Manager, Software Product and Tech Diligence Alvarez & Marsal is a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services, is seeking to expand its Private Equity Performance Improvement...

  • Consumer Lender II

    2 months ago

    Greenwood Village, United States Collegiate Peaks Bank Full time

    About The RoleSummary The Consumer Loan Officer originates a high volume of consumer loans and manages the entire loan origination process. Underwrites loans, analyzes financials, and has strong analytical and problem-solving skills. Provides support to the Consumer Loan Manager on loan functions from start to finish throughout the process. This role will...

  • Senior Manager, Trade Services

    3 weeks ago

    Greenwood Village, United States Disability Solutions Full time

    Benefits OverviewA career at CoBank can offer you the opportunity to make a personal impact on the people and communities where we do business. When you choose a career with CoBank, you make a difference by standing for something that matters. In order to be the best, we hire the best!Remarkable Benefits Offered by CoBankCareers with a purpose. Stand for...

  • Legal - Associate General Counsel

    1 month ago

    Greenwood Village, CO, United States NBH Bank Full time

    7800 E Orchard Rd, Greenwood Village, CO 80111, USA Job Description Posted Thursday, October 24, 2024 at 6:00 AM It starts with our culture... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all...