Personal Banker Associate II

4 weeks ago

West Lafayette, 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 II 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 Retail Personal Banker II role is a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to meet existing and prospective customer's needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service process, using the prescribed tools and interacting with the staff for referral activity.

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 II - West Lafayette (University Square)

LOCATIONWest Lafayette, Indiana 47906

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 Associate II

    4 weeks ago

    West Palm Beach, 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 II after completing a 4-8 week on-boarding and education program that includes rotations in Operations...

  • Personal Banker Associate II

    1 month ago

    West Palm Beach, 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 II after completing a 4-8 week on-boarding and education program that includes rotations in Operations...

  • Personal Banker II

    2 months ago

    West Chester, 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 II after completing a 4-8 week on-boarding and education program that includes rotations in Operations...

  • Personal Banker II

    3 months ago

    West Chester, 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 II after completing a 4-8 week on-boarding and education program that includes rotations in Operations...

  • Personal Banker II

    3 months ago

    West Babylon, United States Suffolk Credit Union Full time

    Job DescriptionJob DescriptionJoin our Member Services team as a Personal Banker ll and start enjoying all of the benefits of loving where you work!As a leader in the industry, Suffolk Credit Union offers superior value, unique products and personal service so our members have access to the best banking solutions around. And, just as we value our members, we...

  • Personal Banker Associate I

    4 weeks ago

    West Bloomfield, 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...

  • Personal Banker II

    2 days ago

    West Harrison, Indiana, United States Civista Bank Full time

    Job SummaryCivista Bank is seeking a highly skilled and customer-focused Personal Banker II to join our team. As a key member of our banking team, you will be responsible for building and maintaining strong relationships with our customers, providing exceptional customer service, and identifying opportunities to expand our banking relationships.Key...

  • Personal Banker II

    4 days ago

    West Harrison, Indiana, United States Civista Bank Full time

    Job SummaryCivista Bank is seeking a highly skilled and customer-focused Personal Banker II to join our team. As a key member of our banking team, you will be responsible for building and maintaining strong relationships with our customers, providing exceptional customer service, and identifying opportunities to expand our banking relationships.Key...

  • Personal Banker

    7 days ago

    Lafayette, United States Patelco Credit Union Full time

    Are you ready to make a difference as a Personal Banker (Member Solutions Specialist) and elevate our members experience by delivering exceptional service? This exciting opportunity empowers you to maximize member engagement by providing a range of Personal Banker, Solutions, Specialist, Banker, Solution, Financial, Technology, Banking

  • Personal Banker Associate I- BENCH

    4 days ago

    West Bloomfield, 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...

  • Personal Banker II

    3 days ago

    West Harrison, Indiana, United States Civista Bank Full time

    Job SummaryCivista Bank is seeking a highly skilled and customer-focused Personal Banker II to join our team. As a key member of our banking team, you will be responsible for building and maintaining strong relationships with our customers, providing exceptional customer service, and identifying opportunities to expand our banking relationships.Key...

  • Personal Banking Advisor II

    2 weeks ago

    West Islip, New York, United States TD Bank N.A Full time

    Position Title: Retail Banker II FloatOverview:The Retail Banker II Float serves as a vital connection between customers and TD Bank, ensuring the delivery of exceptional service and financial guidance. This role is essential in promoting TD's commitment to customer satisfaction by providing tailored banking solutions to meet individual needs.Key...

  • Personal Banker Associate I

    2 months ago

    West Chester, 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...

  • Personal Banker II or Senior

    3 months ago

    West Columbia, United States Synovus Full time

    Serves as the front-line point of contact for retail branch customers executing activities required to meet sales and service needs of customers and branch goals and objectives. Operates as a multi-functional team member with the ability to process t Personal Banker, Relationship Banker, Senior, Customer Service, Operations, Banker, Business Services

  • Personal Banker- 3/4 Time Bilingual English/Spanish

    2 weeks ago

    Lafayette, United States Elevations Credit Union Full time

    As part of the branch team, the Financial Solutions Guide (FSG) meets with Elevations members and prospective members to provide account services, financial guidance and offer value adding financial solutions. The FSG is an important part of the bra Personal Banker, Bilingual, English, Spanish, Banker, Banking, Financial

  • Personal Banker

    2 months ago

    Lafayette, United States Patelco Credit Union Full time

    About Patelco Credit Union: Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California. We are here for our members...

  • Financial Services Specialist

    4 months ago

    West Columbia, United States First Citizens Bancshares, Inc. Full time

    Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Financial Services Specialist supports sales and service delivery in the branch. Builds and expands banking relationships through proactive customer Personal Banker, Financial, Specialist, Customer Service, Banker, Sales

  • Personal Banker

    2 weeks ago

    West Memphis, United States Evolve, LLC Full time

    Job Description: The Personal Banker is responsible for assessing needs and delivering banking solutions for new and existing customers. The solutions include, but are not limited to, processing transactions, opening lines of credit, receiving checks and deposits, and resolving discrepancies. Main Job Tasks and Responsibilities: Greet and welcome clients,...

  • Personal Banker

    1 month ago

    West Covina, California, United States WELLS FARGO 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 you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance...

  • Personal Banker

    6 hours ago

    West Palm Beach, Florida, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a skilled Personal Banker to join our team. As a Personal Banker, you will play a critical role in building and maintaining strong relationships with our customers, providing them with personalized financial solutions and exceptional customer service.Key ResponsibilitiesCustomer Relationship Building:...