Retail Financial Solutions Advisor

Fifth Third Bank

Skokie (IL)

On-site

USD 44,000 - 70,000

Full time

4 days ago
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Job summary

Fifth Third Bank in Niles, IL is looking for a Retail Personal Banker II to start with a 4–8 week onboarding program, including rotations in Operations and Sales & Service, followed by a certification to advance in the Retail Personal Banker family.

The role emphasizes consultative sales, cross-selling deposits and loans, and building long-term customer relationships while partnering with Mortgage, Small Business, and Commercial teams to deliver holistic financial solutions.

Qualifications

  • College degree or equivalent transferrable experience.
  • Experience in the financial industry preferred.
  • Sales aptitude for acquiring new consumer and small business customers and cross-selling.

Responsibilities

  • Build customer profiles using Financial Needs Assessment to identify needs.
  • Know Retail products and recommend solutions using our value proposition.
  • Proactively reach out to customers and set appointments for financial reviews.
  • Cross-sell to existing customers and conduct outside sales activities.
  • Collaborate with Mortgage, Small Business, and Commercial teams to refer customers for holistic solutions.

Skills

Sales experience
Customer service
Communication skills
Math skills
Ethical/Trust

Education

College degree or equivalent

Tools

NMLS knowledge

Job description

Fifth Third Bank in Niles, IL is looking for a Retail Personal Banker II to start with a 4–8 week onboarding program, including rotations in Operations and Sales & Service, followed by a certification to advance in the Retail Personal Banker family.

The role emphasizes consultative sales, cross-selling deposits and loans, and building long-term customer relationships while partnering with Mortgage, Small Business, and Commercial teams to deliver holistic financial solutions.

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