Retail Personal Banker Associate II - Clearing - Polish/ Arabic / Spanish Speaking Preferred
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 certification 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 the promotion of deposits, loans, fee-based services, and customer retention. The role sells banking products and services that address existing and prospective customers’ needs, provides specialized customer care, and uses the bank’s consultative sales and service process and approved tools to support referrals. The position is accountable for managing risk, following policies and procedures, and acting in the best interests of customers and colleagues while delivering a positive customer experience. The role is based in a normal office environment in Chicago, Illinois, and requires flexibility and travel for training, including travel outside the affiliate for classroom sessions. Polish, Arabic, or Spanish language skills are preferred according to the job title.
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 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 sound judgment in making decisions.
- Must obtain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment.
- Ability to travel within the affiliate for training and to travel outside the affiliate for classroom training.
- Scheduling flexibility is required.
Nice To Haves
- Experience in the financial industry is preferred.
- Polish, Arabic, or Spanish language skills are 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 using the bank’s value proposition.
- Use CAMP and other approved marketing tools to proactively contact customers and schedule periodic financial reviews.
- Focus on cross-selling to existing customers and participate in directed outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
- Build 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 as measured by the Financial Center P&L.
- Guide CSRs on the sales and referral process.
- Promote customer satisfaction through a friendly, helpful, and professional demeanor.
- Answer customer questions confidently and take ownership of customer issues.
- Protect confidential business information and maintain a position of trust and responsibility.
- Follow the Bancorp Code of Business Conduct and Ethics and related policies, maintaining ethical behavior.
- Follow established policies and procedures when opening and servicing Retail products.
- Participate in consumer loan and bankcard processes and own 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 intended to mitigate fraud and unnecessary risk or exposure.
- Complete the onboarding and education program and certification for the Retail Personal Banker II role.
Benefits
- Comprehensive benefits programs supporting employees’ and families’ physical, financial, emotional, and social well-being.
- Differentiated compensation offerings.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
