- 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.
- 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 ) provides the MU4R questions and registration required for employment in this position.
- 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.
-
Associate Banker
3 weeks ago
Bank of Montreal Indianapolis, United StatesApplication Deadline:05/23/2024 Address:4200 S East Street. Job Family Group:Retail Banking Sales & Service. Our Ambition:We want to build a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty all powered by a Wi Customer Experience, Banker, As ...
-
Associate Banker
3 weeks ago
Bank of Montreal Indianapolis, United StatesApplication Deadline:06/02/2024 Address:1402 E 86th Street. Job Family Group:Retail Banking Sales & Service. Our Ambition:We want to build a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty all powered by a Wi Customer Experience, Banker, As ...
-
Associate Banker
2 weeks ago
Bank of Montreal Indianapolis, United StatesApplication Deadline:06/02/2024 Address:7652 Shadeland Avenue. Job Family Group:Retail Banking Sales & Service. Our Ambition:We want to build a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty all powered by a Customer Experience, Banker, As ...
-
Associate Banker
3 weeks ago
BMO Financial Group Indianapolis, United States**Our Ambition:** · We want to build a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty all powered by a Winning Culture and driven by our Purpose to Boldly Grow the Good, _in business and life_ . Weve been recognized for our retail banking ...
-
Personal Banker Associate I
16 hours ago
Fifth Third Bank, N.A. Indianapolis, United StatesMake 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 completin ...
-
Personal Banker Associate II
1 week ago
Fifth Third Indianapolis, United StatesMake 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 complet ...
-
Personal Banker Associate I
2 weeks ago
Fifth Third Indianapolis, United StatesMake 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 completi ...
-
Personal Banker Associate II
2 weeks ago
Fifth Third Indianapolis, United StatesMake 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 complet ...
-
Lead CSR/Teller
2 days ago
Fifth Third Bank N.a. Indianapolis, United States Full timeMake banking a Fifth Third betterWe 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:Provide excellent customer service in all interactions. Refer customers to the appropriate busin ...
-
Lead CSR/Teller
16 hours ago
Fifth Third Bank, N.A. Indianapolis, United States Full timeMake 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: · Provide excellent customer service in all interactions. Refer customers to the appropri ...
-
Lead CSR/Teller
16 hours ago
Fifth Third Indianapolis, United States Full timeLead CSR/Teller - Speedway - Full Time page is loaded Lead CSR/Teller - Speedway - Full Time Apply locations Indianapolis, IN time type Full time posted on Posted 2 Days Ago job requisition id R49115 Make banking a Fifth Third betterWe connect great people to great opportunities. ...
-
Lead CSR/Teller
2 weeks ago
Fifth Third Indianapolis, United States Full timeLead CSR/Teller - Speedway - Full Time page is loaded · Lead CSR/Teller - Speedway - Full Time · Apply · locations · Indianapolis, IN · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · R49115 · Make banking a Fifth Third better · We connect ...
-
Personal Banker
16 hours ago
PNC Indianapolis, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...
-
Licensed Private Client Banker
1 week ago
KeyBank Indianapolis, United StatesJob Description · Location: · 1305 E 86th Street - Indianapolis, Indiana 46240Job Summary · Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and wi ...
-
Lead CSR/Teller
2 weeks ago
Fifth Third Bank N.a. Indianapolis, United States Full timeMake banking a Fifth Third betterWe 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:Provide excellent customer service in all interactions. Refer customers to the appropriate busin ...
-
Lead CSR/Teller
1 week ago
Fifth Third Indianapolis, United States Full timeMake 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: · Provide excellent customer service in all interactions. Refer customers to the appro ...
-
Lead CSR/Teller
4 days ago
Fifth Third Indianapolis, United States Full timeMake 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: · Provide excellent customer service in all interactions. Refer customers to the appro ...
-
Lead CSR/Teller
3 weeks ago
Fifth Third Indianapolis, United States Full timeMake 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: · Provide excellent customer service in all interactions. Refer customers to the appro ...
-
Lead CSR/Teller
1 week ago
Fifth Third Bank, N.A. Indianapolis, United States Full timeMake 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: · Provide excellent customer service in all interactions. Refer customers to the appropr ...
-
Lead CSR/Teller
3 weeks ago
Fifth Third Bank, N.A. Indianapolis, United States Full timeMake 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: · Provide excellent customer service in all interactions. Refer customers to the appropri ...
Retail Personal Banker Associate II - Indianapolis, United States - Fifth Third
Description
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:
SUPERVISORY RESPONSIBILITIES:
None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
WORKING CONDITIONS:
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.
