Retail Personal Banker II - Chicago, IL (Diversey & Clybourn)

Fifth Third Bank • Chicago, IL

11h • 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 certification demonstrating the skills needed for the Retail Personal Banker job family. The Retail Personal Banker II is a sales position focused on sales development and relationship building through deposits, loans, fee-based services, and customer retention. The role sells banking products and services to meet customer needs while providing specialized care and service to existing and prospective customers. It uses a consultative sales and service process, approved tools, and staff referrals. The position is accountable for managing risk, following policies and procedures, and delivering a positive customer experience. Training requires travel within the affiliate and travel outside the affiliate for classroom sessions, as well as scheduling flexibility. The position works in a normal office environment and involves extended viewing of computer screens. The stated annual base pay range is $43,680 to $69,900, with individual pay varying according to factors including skills, experience, education, and location.

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 good judgment in making sound decisions.
• SAFE 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, recommending solutions using the bank’s value proposition.
• 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, including onsite presentations, business sales calls, and community financial literacy events, as directed.
• 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 and contribute to year-over-year revenue growth 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 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 and manage 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 intended to mitigate fraud and unnecessary risk or exposure.
• Exchange ideas and opinions openly, raise concerns, and follow policies and procedures to manage risk.
• Complete the 4–8 week onboarding and education program, rotations, and concluding certification.
• Travel within the affiliate for training and outside the affiliate for classroom training sessions.

Benefits

• Comprehensive benefits programs designed to support 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