Personal Banker II - New Lenox, IL

Fifth Third Bank • New Lenox, IL

3d • $43,680 - $69,900 • Onsite

About The Position

The selected candidate will complete a 4–8 week onboarding and education program, including rotations in Operations and Sales & Service, followed by a certification intended to demonstrate the skills needed for the Retail Personal Banker job family. The Retail Personal Banker II role focuses on sales development and relationship building through promoting deposits, loans, fee-based services, and customer retention. The banker sells a range of banking products and services to meet existing and prospective customers’ needs and provides specialized customer care, using the bank’s consultative sales and service process and approved tools.

The position is accountable for managing risk, following policies and procedures, protecting confidential information, and supporting positive customer experiences. The role works with customers and internal business partners to identify financial needs and provide appropriate solutions. Training requires travel within the affiliate and to classroom sessions outside the affiliate, as well as scheduling flexibility. The work is performed in a normal office environment and involves extended viewing of computer screens.

Requirements

• College degree, work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities to acquire consumer household and small business customers and cross-sell 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 sound judgment.
• 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 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 partners and refer customers when appropriate.
• Meet or exceed customer experience and individual and team production goals, contributing to year-over-year revenue growth measured by Financial Center P&L.
• Guide CSRs on sales and referral processes.
• Provide professional, friendly customer service; answer questions and take ownership of customer issues.
• Maintain confidentiality and comply with 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 and manage sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing as directed by the Financial Center Manager.
• Stay current on Retail procedures for preventing fraud and reducing 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