Retail Personal Banker II - CHICAGO, IL (Lincoln Square)

Fifth Third Bank•Lincoln Square, IL

6d•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 and a concluding certification. The role focuses on sales development and relationship building through the promotion of deposits, loans, fee-based services, and customer retention. The banker sells banking products and services, provides specialized customer care, and uses a consultative sales and service process to identify and address customer needs. The role is accountable for managing risk, following policies and procedures, and delivering a positive customer experience while achieving business results.

Requirements

College degree, relevant 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 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.

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 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.
Cross-sell to existing customers and conduct outside sales activities, including onsite presentations, business sales calls, and community financial literacy events, as directed.
Build working relationships with assigned Mortgage, Small Business, Commercial, and Investment partners, and refer customers when appropriate.
Meet or exceed customer experience and individual and team production goals, and contribute to year-over-year revenue growth as measured by Financial Center P&L.
Guide Customer Service Representatives (CSRs) on sales and referrals.
Promote customer satisfaction through a friendly, helpful, and professional demeanor; answer questions confidently 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, 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 for mitigating fraud and unnecessary risk or exposure.
Complete onboarding rotations, education, and certification; travel within the affiliate and outside it for training as required.