Personal Banker Associate II - Romeoville - Full-Time

Fifth Third Bank•Romeoville, IL

5d•Onsite

About The Position

The selected candidate will complete a 4–8 week onboarding and education program, including rotations in Operations and Sales & Service, followed by a certification demonstrating the skills needed for the Retail Personal Banker job family. The role is a sales position focused on developing sales and customer relationships by promoting deposits, loans, fee-based services, and customer retention. It involves selling banking products and services, providing specialized customer care, and using a consultative sales and service process to identify and address customers’ financial needs. The Personal Banker Associate II manages customer and business risks by following policies and procedures, raising concerns, and identifying, assessing, monitoring, and reporting risks. The role is accountable for delivering a positive customer experience and achieving individual and team production goals. It also involves working with business partners to provide holistic financial solutions, assisting CSRs with sales and referrals, and participating in Financial Center operations as directed. The position is based in a normal office environment, includes extended viewing of computer screens, and requires travel within the affiliate for training, as well as travel outside the affiliate for some classroom training. Scheduling flexibility is required. The stated annual base pay range is $43,680–$69,900; individual pay varies based on factors including skills, experience, education, and geographic location. Fifth Third describes its benefits as supporting employees’ physical, financial, emotional, and social well-being.

Requirements

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

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 conduct directed outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
Build 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, contributing to year-over-year revenue growth measured by the Financial Center P&L.
Guide CSRs on the sales and referral process.
Promote customer satisfaction through a friendly, helpful, and professional demeanor; answer questions 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.
Complete the onboarding and education program and its concluding certification.