Personal Banker Associate II - Saint Charles West

Fifth Third Bank•Saint Charles, IL

2d•Onsite

About The Position

Selected candidates are intended to become a Retail Personal Banker II after completing a 4–8 week onboarding and education program, including rotations in Operations and Sales & Service, followed by a certification demonstrating the skills needed for a role within the Retail Personal Banker job family. The Retail Personal Banker II is a sales role focused on developing sales and customer relationships through deposits, loans, fee-based services, and customer retention. The role sells banking products and services to meet existing and prospective customers’ needs and provides specialized customer care and service. The banker uses the consultative sales and service process and approved tools to identify customer needs, make appropriate recommendations, and generate referrals. The role is accountable for following policies and procedures, managing risk, protecting confidential information, and delivering a positive customer experience while achieving individual and team goals. The position is based in Saint Charles, Illinois. Work takes place in a normal office environment and includes travel within the affiliate for training, as well as travel outside the affiliate for classroom training. Scheduling flexibility is required. The stated annual base pay range is $43,680–$69,900; individual pay depends on factors including skills, experience, education, and geographic location. The employer describes its benefits programs as supporting employees’ physical, financial, emotional, and social well-being, but does not enumerate specific benefits in this posting.

Requirements

College degree, work experience providing transferable skills, or a combination of education and experience.
Demonstrated ability to develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to existing 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 develop customer profiles and identify current and future financial needs.
Maintain knowledge of Retail consumer and small business products and services, and recommend suitable solutions using the bank’s value proposition.
Use CAMP and other approved marketing tools to proactively contact customers and arrange periodic financial reviews.
Cross-sell to existing customers and participate in outside sales activities, including Membership Advantage presentations, business sales calls, and community financial literacy events, as directed.
Build working relationships with Mortgage, Small Business, Commercial, and Investment partners and refer customers when appropriate.
Meet or exceed customer experience and individual and team production goals, contributing to year-over-year revenue growth measured through the Financial Center P&L.
Guide Customer Service Representatives (CSRs) on the sales and referral process.
Promote customer satisfaction through friendly, helpful, professional service; 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 procedures as directed by the Financial Center Manager.
Stay current on Retail procedures intended to mitigate fraud and unnecessary risk or exposure.