Personal Banker I - Chicago, IL (Brickyard) (Spanish Speaking Preferred)

Fifth Third Bank • Chicago, IL

1d • 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. The role builds new household relationships and deepens existing relationships through activities such as lobby leadership, tele-consulting, and outside sales. It also processes teller transactions and serves as a member of the platform staff.

Selected candidates 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 position is accountable for managing risk, following policies and procedures, protecting customer and business confidentiality, and providing a positive customer experience. Training requires travel within the affiliate and travel outside the affiliate for classroom sessions, as well as scheduling flexibility.

Requirements

• College degree or 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 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.
• Must obtain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment.

Nice To Haves

• Spanish speaking preferred.
• Experience in the financial industry 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 or team production goals, and contribute 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.
• 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, 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 intended to mitigate fraud and unnecessary risk or exposure.
• Complete onboarding and education rotations and the certification at the end of the program.

Benefits

• Comprehensive benefits programs designed to support 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