Personal Banker Associate II - Fifth Third Center

Fifth Third Bank, N.A.; Chicago (IL); On-site; USD 41,000 - 67,000; Full time

Job summary

A leading banking institution is seeking a Retail Personal Banker II to enhance customer relationships and promote banking products. The role involves sales development, risk management, and ensuring customer satisfaction. Candidates will undergo a comprehensive onboarding program to prepare for success in this dynamic position.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k)

Employee Stock Purchase Plan

Paid Time Off

Wellness Programs

Qualifications

• Experience in the financial industry preferred.
• Ability to develop comfort with sales activities and cross-selling.

Responsibilities

• Build customer profiles and identify financial needs.
• Cross-sell products and meet customer experience goals.
• Handle customer questions and maintain confidentiality.

Skills

Sales Development

Relationship Building

Risk Management

Customer Satisfaction

Education

College Degree

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 are intended to become a Retail Personal Banker II after completing a 4-8 week onboarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to demonstrate skills necessary to perform successfully within the Retail Personal Banker role. This is a sales position focused on sales development and relationship building through promoting deposits, loans, fee-based services, and customer retention. Responsibilities include selling a full range of banking products, providing specialized service, and utilizing consultative sales processes.

The role involves risk management by following policies, ensuring a positive customer experience, and identifying, assessing, and managing risks effectively.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
2. Maintain knowledge of Retail products/services and recommend solutions using our value proposition.
3. Use CAMP and other approved tools to reach out to customers and set appointments for financial reviews.
4. Focus on cross-selling to existing customers and outside sales activities like presentations, calls, and community events.
5. Build relationships with Business Partners and refer customers for holistic solutions.
6. Meet/exceed customer experience and sales goals, contributing to revenue growth.
7. Guide CSRs on sales and referral processes.
8. Promote customer satisfaction with professionalism and a helpful demeanor.
9. Handle customer questions confidently and own customer issues.
10. Maintain confidentiality and adhere to ethical standards and policies.
11. Participate in loan and bankcard processes from application to closing.
12. Assist with opening/closing the Financial Center or Bank Mart as directed.
13. 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:

• Standard office environment.
• Extended computer screen viewing.
• Travel within the affiliate for training and scheduling flexibility.
• Travel outside the affiliate for training sessions.

We offer a comprehensive benefits package supporting health, happiness, and financial well-being, including medical, dental, vision, 401(k), employee stock purchase plan, paid time off, and wellness programs. For more details, contact your recruiter.

Compensation includes a competitive base salary ranging from $41,600 to $66,600 annually, based on role, skills, experience, education, and location.

Location: Chicago, Illinois 60606

Fifth Third Bank values an inclusive culture and is an equal opportunity employer, promoting diversity across all employment decisions.