Retail Personal Banker Associate I - Castleton

Fifth Third Bancorp
Indianapolis
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer service","Communication","Confidentiality","Risk awareness"]

Serve as a Retail Personal Banker I in a Financial Center role, using a consultative sales approach and Financial Needs Assessment to build customer profiles and proactively identify needs. Cross-sell to existing households and small business customers, run marketing outreach using approved tools, and set appointments for periodic reviews. Process teller transactions, handle consumer loan and bankcard steps from application through closing, and partner with Mortgage and Small Business teams to deliver holistic solutions.

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Fifth Third Bancorp
Fifth Third Bancorp
5 days ago

Retail Personal Banker Associate I - Castleton

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Last checked: 5 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker I in a Financial Center role, using a consultative sales approach and Financial Needs Assessment to build customer profiles and proactively identify needs. Cross-sell to existing households and small business customers, run marketing outreach using approved tools, and set appointments for periodic reviews. Process teller transactions, handle consumer loan and bankcard steps from application through closing, and partner with Mortgage and Small Business teams to deliver holistic solutions.
Location: Indianapolis
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future needs.
  • •Maintain product/service knowledge for Retail consumer and small business offerings and recommend appropriate solutions.
  • •Proactively reach out to customers using CAMP and other approved marketing tools to set appointments for financial reviews.
  • •Cross-sell to the existing customer base and participate in outside sales activities and community financial literacy events as directed.
  • •Support the consumer loan and bankcard process, owning sourced loans from application through closing and participating in the Financial Center opening/closing process as directed.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills, or combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Demonstrated ability to sell to acquire new consumer households and small business customers and/or cross-sell to established customers.
  • •Must be able to demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Ability to professionally represent the bank and develop working knowledge of retail policies and procedures to make sound decisions.
Experience:Financial services
Skills:Consultative salesCustomer serviceCommunicationConfidentialityRisk awareness
Licenses:S.A.F.E. Act registrationNMLS registration
Tech Stack:CAMPFinancial Needs Assessment

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cincinnati, United States
Founded: 1858
Glassdoor
Glassdoor: 3.7
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