Personal Banker Associate I - Woodridge - Bench Position

Fifth Third Bank; Woodridge (IL); On-site; USD 41,000 - 67,000; Full time

Job summary

Join a leading company in banking as a Personal Banker Associate I. This role involves a comprehensive training program and focuses on meeting customers' financial needs through effective sales strategies and excellent customer service. Ideal candidates will possess strong communication skills and an understanding of financial products.

Benefits

Inclusive culture

Equal employment opportunity

Qualifications

• Experience in the financial industry preferred.
• Ability to develop comfort with sales activities and cross-selling.
• Understanding of advanced math for credit and financial analysis.

Responsibilities

• Use the consultative sales process to identify financial needs.
• Establish relationships for holistic financial solutions.
• Guide Customer Service Representatives in sales processes.

Skills

Communication skills

Sales

Customer service

Risk management

Education

College degree or relevant work experience

Tools

NMLS registration

Job description

Make banking a Fifth Third better

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Selected candidates will complete a 4-8 week onboarding and education program, including rotations in operations and Sales & Service. Upon completion, a certification will be awarded to demonstrate the skills necessary for a Retail Personal Banker I role. This position focuses on using a consultative sales process to identify and meet customers' financial needs, aiming to acquire new households and deepen existing relationships through various activities such as lobby leadership, aisle time, and tele-consulting. The role involves processing teller transactions and working as part of the platform staff.

Responsible and accountable for risk, following policies and procedures, and ensuring a positive customer experience. The role requires managing risks effectively within the bank's risk appetite.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
• Maintain knowledge of Retail products/services and recommend appropriate solutions.
• Utilize marketing tools to proactively reach out to customers and set appointments for financial reviews.
• Focus on cross-selling to existing customers and engaging in outside sales activities.
• Establish relationships with Business Partners and refer customers for holistic financial solutions.
• Meet/exceed customer experience and sales goals, contributing to revenue growth.
• Guide Customer Service Representatives in sales and referral processes.
• Promote customer satisfaction with professionalism and helpfulness.
• Own customer issues and answer questions confidently.
• Maintain confidentiality and adhere to ethical standards and policies.
• Participate in loan and bankcard processes from application to closing.
• Assist in opening/closing the Financial Center or Bank Mart as directed.
• Stay updated on procedures to mitigate fraud and risk.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• College degree or relevant work experience.
• Experience in the financial industry preferred.
• Ability to develop comfort with sales activities and cross-selling.
• Understanding of advanced math for credit and financial analysis.
• Professional appearance and communication skills.
• Knowledge of Retail policies and sound judgment.
• S.A.F.E. Act registration via NMLS required at employment.

WORKING CONDITIONS:

• Normal office environment.
• Extended computer use.
• Travel within the affiliate for training and scheduling flexibility, including outside travel for classroom sessions.

Position: Personal Banker Associate I - Woodridge, Bench Position

Salary Range: $41,600 - $66,600 USD annually

Location: Woodridge, Illinois 60517

Fifth Third Bank is committed to an inclusive culture and equal employment opportunity for all.