Personal Banker II - Schaumburg, IL

Fifth Third Bank•Schaumburg, IL

6d•$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. Candidates complete a certification at the end of the program to demonstrate the skills required for a role in the Retail Personal Banker job family. The Retail Personal Banker II is a sales position focused on sales development and relationship building through the promotion of 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 customer care. It uses a consultative sales and service process and approved tools to build customer relationships and generate referrals. The banker is accountable for managing risk, following policies and procedures, acting ethically, and supporting a positive customer experience while achieving individual and team goals. The position is based in a normal office environment in Schaumburg, Illinois. The training program requires travel within the affiliate and travel outside the affiliate for classroom training, as well as scheduling flexibility. The listed annual base-pay range is $43,680–$69,900; individual pay may vary based on skills, experience, education, and geographic location. Fifth Third describes its benefits as comprehensive and designed to support employees’ and families’ physical, financial, emotional, and social well-being.

Requirements

College degree, work experience that provides 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 through appearance and verbal and written communication.
Ability to develop working knowledge of Retail policies and procedures and use sound judgment in decision-making.
S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) is required at the time of employment.
Ability to travel within the affiliate for training and outside the affiliate for classroom training, and to meet scheduling flexibility requirements.

Nice To Haves

Experience in the financial industry is 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 proactively and set appointments for 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 assigned Business Partners in Mortgage, Small Business, Commercial, and Investment, 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 the Financial Center P&L.
Guide CSRs on the sales and referral process.
Promote customer satisfaction through friendly, helpful, professional service; answer customer 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 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 as directed by the Financial Center Manager.
Keep current on Retail procedures designed to mitigate fraud and unnecessary risk or exposure.
Identify, assess, manage, monitor, and report risks while operating within the Bank’s risk appetite.