Personal Banker I - MORTON GROVE, IL

Fifth Third Bank • Morton Grove, IL

13d • $43,680 - $69,900 • Onsite

About The Position

The Personal Banker I is a Financial Center position focused on proactively identifying and meeting customers’ and prospects’ financial needs through a consultative sales process. The role seeks to acquire new households and deepen existing customer relationships through activities such as lobby leadership or aisle time, tele-consulting, and outside sales. It also processes teller transactions and works as part of the platform staff. Selected candidates first complete a 4–8 week onboarding and education program, including rotations in operations and Sales & Service, and must complete a certification demonstrating skills needed for the Retail Personal Banker job family.

The position is accountable for managing risk and following policies and procedures while delivering a positive customer experience. It works with assigned business partners to provide timely, holistic financial solutions, and supports sales and referral processes. The role requires travel within the affiliate for training, as well as travel outside the affiliate for some classroom training sessions. The work is performed in a normal office environment and involves extended viewing of computer screens.

Requirements

• College degree or work experience providing transferable skills, or a combination of education and experience.
• Ability to develop 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 proactively contact customers and schedule periodic financial reviews.
• Cross-sell to existing customers and participate in outside sales activities, such as onsite presentations, business sales calls, and community financial literacy events, as directed.
• Build working 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, 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 demeanor and professionalism; answer customer questions 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, owning 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.
• Exchange ideas and opinions, elevate concerns, and follow risk policies and procedures.

Benefits

• Comprehensive benefits programs supporting employees’ and their 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