Personal Banker Associate I - Rockford Riverside - Spanish Preferred

Fifth Third Bank • Rockford, IL

4d • $43,680 - $69,900 • Onsite

About The Position

Selected candidates are intended to become a Retail Personal Banker I after completing a 4–8 week onboarding and education program, which includes rotations in operations and Sales & Service. Candidates complete a certification at the conclusion of the program to demonstrate the skills needed for a role within the Retail Personal Banker job family.

The Personal Banker I is a Financial Center position focused on using a consultative sales process to proactively identify and meet customers’ and prospects’ financial needs. The role acquires new households and deepens existing customer relationships through activities such as lobby leadership, tele-consulting, and other sales and service activities. It also processes teller transactions and works as a member of the platform staff.

The position is accountable for managing risk, following policies and procedures, protecting confidential business information, and acting in customers’ and colleagues’ best interests. It works toward customer experience, individual and team production, and revenue-growth goals while operating within the Bank’s risk appetite.

The position is based in Rockford, Illinois. The work environment is a normal office environment, with extended computer-screen viewing. Training requires travel within the affiliate, scheduling flexibility, and travel outside the affiliate for classroom training sessions. The listed total base pay range is $43,680–$69,900 annually; individual pay varies based on factors including skills, experience, education, and location. Spanish is preferred, as indicated in the job title.

Requirements

• College degree or work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities intended to acquire new consumer households and small business customers and/or cross-sell to established customers.
• Ability to demonstrate understanding of advanced math functions used to analyze credit and financial information.
• Ability to professionally represent Fifth Third Bank through appearance and verbal and written communication.
• Ability to develop working knowledge of Retail policies and procedures and use good judgment to make sound decisions.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) is required at the time of employment.
• Ability to travel within the affiliate for training and outside the affiliate for classroom training; scheduling flexibility is required.

Nice To Haves

• Experience in the financial industry is preferred.
• Spanish is preferred.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
• Maintain knowledge of Retail consumer and small business products and services, and recommend appropriate solutions.
• Use CAMP and other approved marketing tools to contact customers proactively and schedule periodic financial reviews.
• Cross-sell to existing customers and participate in directed outside sales activities, such as onsite presentations, business sales calls, and community financial literacy events.
• Build working relationships with assigned Mortgage, Small Business, Commercial, and Investment partners, and refer customers when appropriate.
• Meet or exceed customer experience and individual and team production goals, and contribute to year-over-year revenue growth as measured by Financial Center P&L.
• Guide CSRs on sales and referral processes.
• Promote customer satisfaction through a friendly, helpful, professional demeanor; answer questions confidently and take ownership of customer issues.
• Protect confidential business information and comply with the Bancorp Code of Business Conduct and Ethics and related policies.
• Follow established policies and procedures when opening and servicing Retail products.
• Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
• Participate in the Financial Center or Bank Mart opening and closing process as directed.
• Stay current on Retail procedures designed to mitigate fraud and unnecessary risk or exposure.
• Process teller transactions and work as a member of the platform staff.
• Identify, assess, manage, monitor, and report risks in accordance with the Bank’s risk appetite.
• Complete the 4–8 week onboarding and education program, including rotations and a concluding certification.
• Travel within the affiliate for training and outside the affiliate for classroom training sessions.

Benefits

• Comprehensive benefits programs designed to support employees and their families’ physical, financial, emotional, and social well-being.
• Differentiated compensation offerings.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed