Retail Personal Banker II - Lombard, IL

Fifth Third Bank • Lombard, IL

3d • Onsite

About The Position

Selected candidates begin with 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 Retail Personal Banker II is a sales-focused role centered on developing sales and building customer relationships through deposits, loans, fee-based services, and customer retention. The banker sells banking products and services that meet customer needs and provides specialized care to existing and prospective customers.

The role uses a consultative sales and service process, approved tools, and staff referrals to identify customer needs and recommend solutions. The banker is accountable for managing risk, following policies and procedures, protecting confidential information, and acting in ways that support a positive customer experience. The position also involves cross-selling, outside sales activities, referrals to business partners, consumer loan and bankcard support, and helping meet individual and team production goals.

The position is based in a normal office environment in Lombard, Illinois. Training requires travel within the affiliate, scheduling flexibility, and travel outside the affiliate for some classroom sessions. The listed annual base pay range is $43,680–$69,900; individual pay may vary based on factors including skills, experience, education, and location. The employer describes its rewards as including comprehensive benefits and differentiated compensation, with details available on its careers benefits page.

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 used to analyze 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 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 knowledge of Retail consumer and small business products and services, and recommend appropriate solutions.
• 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, such as onsite presentations, business sales calls, and community financial literacy events.
• Build relationships with assigned Mortgage, Small Business, Commercial, and Investment business partners, referring 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 friendly, helpful, professional service; answer questions confidently 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 the consumer loan and bankcard process, owning sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing as directed by the Financial Center Manager.
• Stay current on Retail procedures intended to mitigate fraud, risk, and unnecessary exposure.
• Complete the onboarding and education program and its concluding certification.
• Travel for training within the affiliate and, as required, outside the affiliate for classroom training.

Benefits

• Comprehensive benefits programs designed to support employees and their families across 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