Retail Personal Banker II - Niles, IL

Fifth Third Bank • Oakton, IL

1d • Onsite

About The Position

The selected candidate begins with a 4–8 week onboarding and education program that includes rotations in Operations and Sales & Service, followed by a certification demonstrating the skills needed for the Retail Personal Banker job family. The Retail Personal Banker II is a sales-focused role centered on developing sales and customer relationships through deposits, loans, fee-based services, and customer retention. The banker sells a full range of banking products and services, provides specialized care to current and prospective customers, and uses the bank’s consultative sales and service process and approved tools to identify needs and generate referrals.

The role is accountable for managing risk, following bank policies and procedures, protecting confidential information, and contributing to a positive customer experience. The position requires travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility. It is based in a normal office environment and involves extended viewing of computer screens. No supervisory responsibilities are assigned.

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 existing customers.
• Ability to perform advanced math functions for analysis of 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 making 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 outside sales activities, such as 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 the sales and referral process.
• Promote customer satisfaction through a friendly, helpful, and professional demeanor; answer questions and take ownership of customer issues.
• Keep business information confidential 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, managing sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing processes as directed by the Financial Center Manager.
• Stay current on Retail procedures designed to mitigate fraud and unnecessary risk or exposure.
• Complete the onboarding and education program and its concluding certification.
• Travel within the affiliate and outside the affiliate for training, with scheduling flexibility as required.

Benefits

• Comprehensive benefits programs supporting employees’ and their 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: No Education Listed