Personal Banker I - S PULASKI (Spanish Speaking Preferred)

Fifth Third Bank • Chicago, IL

2d • $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 the financial needs of customers and prospects. The role focuses on acquiring new households and deepening existing customer relationships through activities such as lobby leadership, tele-consulting, and outside sales. It also involves processing teller transactions and working 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 to demonstrate the skills needed for a role in the Retail Personal Banker job family. The role is accountable for managing risk, following policies and procedures, protecting confidential information, and delivering a positive customer experience while achieving individual and team goals.

The position is based in a normal office environment in Chicago, Illinois. Training requires travel within the affiliate and travel outside the affiliate for classroom sessions, as well as scheduling flexibility. Spanish speaking is preferred.

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 in 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 is required at the time of employment.
• Ability to travel within the affiliate for training and outside the affiliate for classroom training; scheduling flexibility is required.

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 engage in outside sales activities as directed, including onsite presentations, business sales calls, and community financial literacy events.
• Build relationships with assigned Business Partners and refer customers for timely, holistic financial solutions.
• 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.
• Guide CSRs on sales and referral processes.
• Promote customer satisfaction through a friendly, helpful, professional demeanor; answer 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 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.
• Complete the onboarding and education program and its concluding certification.
• Travel for training within and outside the affiliate, and maintain scheduling flexibility.

Benefits

• Comprehensive benefits programs supporting 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