Retail Personal Banker I - Skokie, IL

Fifth Third Bank•Skokie, IL

2d•Onsite

About The Position

Selected candidates complete a 4–8 week onboarding and education program, including rotations in operations and Sales & Service, followed by a certification demonstrating the skills needed for the Retail Personal Banker job family. The Personal Banker I is a Financial Center role that uses a consultative sales process to identify and meet customers’ and prospects’ financial needs. The role focuses on acquiring new households and deepening existing relationships through activities such as lobby leadership, aisle time, and tele-consulting. It also processes teller transactions and serves as a member of the platform staff. The position is accountable for managing risk, following policies and procedures, and supporting positive customer experiences. It requires maintaining knowledge of retail consumer and small business products, developing customer relationships, meeting sales and customer experience goals, and collaborating with business partners to provide financial solutions. The role may involve travel within and outside the affiliate for training and requires scheduling flexibility.

Requirements

College degree or work experience providing transferable skills, or a combination of education and experience.
Ability to develop comfort with sales activities intended 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 sound judgment in decision-making.
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 in-depth 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.
Focus on cross-selling to existing customers and participate in outside sales activities as directed, including onsite presentations, business sales calls, and community financial literacy events.
Build working relationships with assigned Mortgage, Small Business, Commercial, and Investment partners, referring customers when appropriate.
Meet or exceed customer experience and individual or team production goals and contribute to year-over-year revenue growth.
Guide CSRs on the sales and referral process.
Promote customer satisfaction through a friendly, helpful, and professional demeanor; 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 policies and procedures when opening and servicing retail products.
Participate in the consumer loan and bankcard process and own sourced loans from application through closing.
Participate in opening and closing the Financial Center or Bank Mart as directed.
Stay current on retail procedures that mitigate fraud and unnecessary risk or exposure.
Process teller transactions and perform platform staff duties.
Identify, assess, manage, monitor, and report risks while operating within the Bank’s risk appetite.