Personal Banker Associate II - Glenwood

Fifth Third Bank • Glenwood, IL

21d • $43,680 - $69,900 • Onsite

About The Position

The Personal Banker Associate II candidate completes a 4–8 week onboarding and education program that includes rotations in Operations and Sales & Service, followed by a certification demonstrating the skills needed for the Retail Personal Banker job family. The Retail Personal Banker II role focuses on sales development and relationship building through the promotion of deposits, loans, fee-based services, and customer retention. The position sells banking products and services to meet existing and prospective customers’ needs while providing specialized customer care and service. It uses the bank’s consultative sales and service process, approved tools, and staff referrals.

The role is accountable for managing risk, following policies and procedures, raising concerns, and acting in customers’ and colleagues’ best interests while delivering a positive customer experience. The position works in a normal office environment and requires extended computer-screen viewing, travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility.

Requirements

• A college degree, 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 for analyzing credit and financial information.
• Ability to professionally represent Fifth Third Bank in appearance and verbal and written communication.
• Ability to develop working knowledge of retail policies and procedures and use sound judgment in making decisions.
• Must obtain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System 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 outside sales activities, including onsite presentations, business sales calls, and community financial literacy events, as directed.
• Build working relationships with assigned Business Partners and refer customers when appropriate for holistic financial solutions.
• Meet or exceed customer experience and individual and team production goals, and contribute to year-over-year revenue growth as 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 customer questions confidently and take ownership of customer issues.
• Protect confidential business information and maintain a position of trust and responsibility.
• 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 for mitigating fraud and unnecessary risk or exposure.

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