Personal Banker I - Northbrook, IL

Fifth Third Bank•Northbrook, IL

6d•$43,680 - $69,900•Onsite

About The Position

The Personal Banker I is a Financial Center position focused on using a consultative sales process to identify and meet customers’ and prospects’ financial needs. Selected candidates first complete a 4–8 week onboarding and education program, including rotations in operations and Sales & Service, followed by certification demonstrating the skills needed for the Retail Personal Banker job family. The role builds new household relationships and deepens existing ones through activities such as lobby leadership or aisle time and tele-consulting. It also includes processing teller transactions and serving as part of the platform staff. The Personal Banker I is accountable for managing risk, following policies and procedures, and acting in customers’ and colleagues’ best interests to support a positive customer experience. The role works within the Bank’s risk appetite while identifying, assessing, managing, monitoring, and reporting risks. The position requires travel within the affiliate for training, travel outside the affiliate for some classroom sessions, and scheduling flexibility.

Requirements

College degree, relevant 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 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 exercise 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 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 Mortgage, Small Business, Commercial, and Investment partners and refer customers as appropriate.
Meet or exceed customer experience and individual and team production goals, contributing to year-over-year revenue growth as measured by the Financial Center P&L.
Provide guidance to CSRs on sales and referrals.
Promote customer satisfaction through a friendly, helpful, and professional demeanor; 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 consumer loan and bankcard processes, managing sourced loans from application through closing.
Participate in opening and closing the Financial Center or Bank Mart as directed.
Keep current on Retail procedures intended to mitigate fraud, risk, and unnecessary exposure.
Process teller transactions and perform platform staff duties.
Identify, assess, manage, monitor, and report risks while operating within the Bank’s risk appetite.

Benefits

Comprehensive benefits programs supporting employees’ and families’ physical, financial, emotional, and social well-being.
Differentiated compensation offerings.

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