Personal Banker I - WHEATON, IL and surrounding areas

Fifth Third Bank • Wheaton, IL

1d

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. The role builds new household relationships and deepens existing ones through customer outreach, lobby leadership or aisle time, tele-consulting, and outside sales activities. It also processes teller transactions and works as a member of the platform staff.

Selected candidates complete a 4–8 week onboarding and education program, with rotations in Operations and Sales & Service, followed by a certification demonstrating the skills needed for the Retail Personal Banker job family. The position is accountable for managing risk, following policies and procedures, protecting confidential information, and supporting a positive customer experience while achieving individual and team production goals.

The role requires travel within the affiliate for training, travel outside the affiliate for some classroom training, and scheduling flexibility. The work environment is a normal office environment and includes extended viewing of computer screens.

Requirements

• College degree or work experience providing transferable skills, or a combination of education and experience.
• Ability to demonstrate comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to established customers.
• Ability to demonstrate understanding of advanced math functions for analyzing 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 good judgment in making sound decisions.
• 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.

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, including onsite presentations, business sales calls, and community financial literacy events.
• Build relationships with assigned Business Partners and refer customers for appropriate, timely financial solutions.
• Meet or exceed customer experience and individual and team production goals, contributing to year-over-year revenue growth.
• Guide CSRs on the sales and referral process.
• Promote customer satisfaction through a friendly, helpful, and professional manner; answer customer 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 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 by the Financial Center Manager.
• Stay current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
• Complete onboarding, education rotations, and the concluding certification.
• Travel within and outside the affiliate for training as required.

Benefits

• Comprehensive benefits programs designed to support 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