Personal Banker Associate I - Rockford Riverside - Spanish Preferred

Fifth Third Bank • Rockford, IL

6d • $43,680 - $69,900 • Onsite

About The Position

The Personal Banker Associate I is a Financial Center position intended to prepare selected candidates to become Retail Personal Banker I after completing a 4–8 week onboarding and education program. The program includes rotations in operations and Sales & Service and concludes with a certification to demonstrate the skills needed for a role in the Retail Personal Banker job family.

The Personal Banker I uses a consultative sales process to identify and meet customers’ and prospects’ financial needs, acquire new households, and deepen existing customer relationships. The role includes processing teller transactions and serving as a member of the platform staff. The position also requires accountable risk management, adherence to policies and procedures, and actions that support positive customer and colleague experiences.

The position is based in a normal office environment in Rockford, Illinois. The program requires travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility. The stated annual base pay range is $43,680–$69,900; individual pay may vary based on relevant skills, experience, education, and geographic location. Spanish is preferred, as indicated in the job title.

Requirements

• College degree, work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities to acquire new consumer household 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 represent Fifth Third Bank professionally in appearance and verbal and written communication.
• Ability to develop working knowledge of Retail policies and procedures and use sound judgment in decision-making.
• 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, and to accommodate scheduling flexibility.

Nice To Haves

• Experience in the financial industry preferred.
• Spanish 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 and schedule periodic financial reviews.
• Cross-sell to existing customers and participate in directed outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
• Build working relationships with assigned Business Partners in Mortgage, Small Business, Commercial, and Investment, and refer customers when appropriate.
• Meet or exceed customer experience and individual and team production goals and contribute to year-over-year revenue growth measured by the Financial Center P&L.
• Guide CSRs on sales and referral processes.
• Promote customer satisfaction through a friendly, helpful, and professional demeanor; answer questions confidently and take ownership of customer issues.
• Protect confidential business information and follow the Bancorp Code of Business Conduct and Ethics and related policies.
• Follow established policies and procedures when opening and servicing Retail products.
• Participate in consumer loan and bankcard processes, managing sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing processes as directed by the Financial Center Manager.
• Stay current on Retail procedures to mitigate fraud and unnecessary risk or exposure.
• Identify, assess, manage, monitor, and report risks while operating within the Bank’s risk appetite.
• Complete onboarding and education rotations and the concluding certification program.

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