Personal Banker I - MORTON GROVE, IL

Fifth Third Bank•Morton Grove, WV

22h•$43,680 - $69,900

About The Position

Candidates are intended to become a Retail Personal Banker I after completing a 4–8 week onboarding and education program, including rotations in Operations and Sales & Service and a certification demonstrating the skills needed for the Retail Personal Banker job family. This Financial Center role uses a consultative sales process to proactively identify and meet customers’ and prospects’ financial needs. The Personal Banker I focuses on acquiring new households and deepening existing customer relationships through activities such as lobby leadership or aisle time and tele-consulting. The role also processes teller transactions and works as a member of the platform staff. The position is accountable for managing risk, following policies and procedures, and acting in the best interests of customers and colleagues. It aims to deliver a positive customer experience while identifying, assessing, managing, monitoring, and reporting risks within the Bank’s risk appetite.

Requirements

College degree, 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 cross-selling to established customers.
Ability to demonstrate understanding of advanced math functions for analyzing credit and financial information.
Ability to represent Fifth Third Bank professionally in appearance and verbal and written communication.
Ability to develop working knowledge of Retail policies and procedures and use sound judgment in decision-making.
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.

Responsibilities

Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
Maintain in-depth 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 close working relationships with assigned Business Partners in Mortgage, Small Business, Commercial, and Investment, and make referrals 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, 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, 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 designed to mitigate fraud and unnecessary risk or exposure.
Complete onboarding and education, including rotations, certification, and required training travel.