Personal Banker Associate I - 59th & Western

Fifth Third Bank • Chicago, IL

11d • Onsite

About The Position

The Personal Banker Associate I is intended to become a Retail Personal Banker I after completing a 4–8 week onboarding and education program. The program includes rotations in Operations and Sales & Service, followed by a certification that evaluates the skills needed to perform within the Retail Personal Banker job family.

The Personal Banker I is a Financial Center role focused on using a consultative sales process to identify and meet customers’ and prospects’ financial needs. The role works to acquire new households and deepen existing customer relationships through activities such as lobby leadership or aisle time and tele-consulting. It also processes teller transactions and serves as a member of the platform staff.

The position is accountable for managing risk, following policies and procedures, and acting in customers’ and colleagues’ best interests. Employees are expected to support a positive customer experience and identify, assess, manage, monitor, and report risks while operating within the Bank’s risk appetite.

The position requires travel within the affiliate for training, travel outside the affiliate for some classroom training, and scheduling flexibility. The stated work setting is a normal office environment.

Requirements

• College degree, work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities aimed at acquiring new consumer household and small business customers and/or cross-selling 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 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.

Nice To Haves

• Experience in the financial industry 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 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 relationships with assigned Business Partners and refer customers when appropriate for holistic financial solutions.
• Meet or exceed customer experience and individual or team production goals, and contribute to year-over-year revenue growth measured by Financial Center P&L.
• Guide CSRs on the sales and referral process.
• Promote customer satisfaction through a friendly, helpful, and professional manner; answer questions confidently and take ownership of customer issues.
• Keep business information confidential 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 the consumer loan and bankcard process, managing sourced loans from application through closing.
• Participate in opening and closing the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Stay current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
• Process teller transactions and work as a member of the platform staff.

Benefits

• Comprehensive benefits programs supporting employees’ and 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