Personal Banker II - Chicago, IL (Lakeview)

Fifth Third Bank • Chicago, IL

2d • $43,680 - $69,900 • Onsite

About The Position

Selected candidates are intended to become a Retail Personal Banker II after completing 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 role. This is a sales position focused on developing sales and customer relationships through deposits, loans, fee-based services, and customer retention. The role sells banking products and services to meet existing and prospective customers’ needs while providing specialized care and service.

The Personal Banker uses the consultative sales and service process and approved tools to identify customer needs, build relationships, make referrals, and deliver appropriate financial solutions. The role is accountable for managing risk, following policies and procedures, protecting confidential information, and supporting a positive customer experience while achieving individual and team goals.

The position requires training travel within the affiliate and travel outside the affiliate for classroom training. It is based in a normal office environment and includes extended viewing of computer screens. The position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment.

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/or cross-selling to existing 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 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 outside sales activities, including onsite presentations, business sales calls, and community financial literacy events, as directed.
• Build working relationships with Mortgage, Small Business, Commercial, and Investment business partners and refer customers as appropriate.
• Meet or exceed customer experience and individual and team production goals, and contribute to year-over-year revenue growth measured by the Financial Center P&L.
• Guide CSRs on sales and referral processes.
• Promote customer satisfaction through friendly, helpful, professional service; 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, managing 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.
• Openly exchange ideas and opinions, elevate concerns, and identify, assess, manage, monitor, and report risks within the Bank’s risk appetite.

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: Mid Level