Retail Personal Banker II - Crown Point

General Function

Selected candidates will become a Retail Personal Banker II after completing a 4–8 week onboarding and education program that includes rotations in Operations and Sales & Service. Upon certification at the conclusion of the program, candidates will be fully qualified to perform the Retail Personal Banker role.

• Use the consultative sales process and Financial Needs Assessment to build thorough customer profiles 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 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 in outside sales activities, such as on‑site presentations, business sales calls and community financial‑literacy events.
• Develop close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment) and refer customers when appropriate to provide timely, holistic financial solutions.
• Consistently meet or exceed customer‑experience, individual and team production goals and enhance year‑over‑year revenue growth as measured by the Financial Center P&L.
• Provide guidance to CSRs on 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 all related policies.
• Adhere to established policies and procedures while opening and 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 and closing of the Financial Center or Bank Mart as directed.
• Keep up to date on retail procedures designed to mitigate fraudulent activity and unnecessary risk or exposure.

• College degree or equivalent work experience providing transferable skills.
• Preferred experience in the financial industry.
• Demonstrated ability to develop a comfort level with sales activities designed to acquire new consumer household and small‑business customers and/or cross‑sell to established customers.
• Ability to perform advanced math functions for the analysis of credit and financial information.
• Professional appearance and clear verbal and written communication skills.
• Working knowledge of retail policies and procedures and the ability to use good judgment in making sound decisions.
• Requirement to obtain S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Normal office environment with extended computer screen usage. The program requires travel within the affiliate for training and scheduling flexibility, and travel outside the affiliate for classroom training sessions.

Crown Point, Indiana 46307.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and ensures 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.