Personal Banker II - Schaumburg, IL

Fifth Third Bank • Schaumburg, IL

8d • $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, including rotations in Operations and Sales & Service and a concluding certification. The role focuses on sales development and relationship building through the promotion of deposits, loans, fee-based services, and customer retention. The banker sells banking products and services to meet customer needs, provides specialized service, and uses the prescribed consultative sales and service process and tools to support referrals.

The position is accountable for managing risk, following policies and procedures, and promoting positive experiences for customers and colleagues. It requires developing customer relationships, meeting individual and team production goals, supporting customer and small-business financial needs, and working with internal business partners. The role works in a normal office environment and includes travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility.

Requirements

• College degree, 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 used to analyze 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 is preferred.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to develop 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 directed outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
• Build working relationships with Mortgage, Small Business, Commercial, and Investment business partners and refer customers when appropriate.
• Meet or exceed customer experience and individual and team production goals, contributing to year-over-year revenue growth as measured by Financial Center P&L.
• Guide CSRs on sales and referral processes.
• Provide friendly, helpful, and professional customer service; 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 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 for mitigating fraud and unnecessary risk or exposure.
• Identify, assess, manage, monitor, and report risks while operating within the Bank's risk appetite.

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: Mid Level
• Education Level: Associate degree