Retail Personal Banker Associate I - Effingham

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

Job summary

A leading bank is seeking a Retail Personal Banker I in Effingham, Illinois. This role involves engaging customers through consultative sales, processing transactions, and building relationships to meet financial needs. Candidates will undergo a comprehensive training program to develop necessary skills. Join a team that values customer satisfaction and professional growth.

Qualifications

• Financial industry experience preferred.
• Ability to develop comfort with sales activities and cross-selling.

Responsibilities

• Use consultative sales process to identify financial needs.
• Maintain knowledge of retail consumer and small business products.
• Focus on cross-selling and engaging in outside sales activities.

Skills

Sales

Customer Service

Financial Analysis

Education

College degree or relevant work experience

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 I 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 for a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The role involves acquiring new households and deepening existing customer relationships through activities like lobby leadership or aisle time and tele-consulting. This position is responsible for processing teller transactions and working as a member of the platform staff.

Risk and Compliance:

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures. Always act in the best interest of customers and colleagues, ensuring actions drive a positive customer experience. Operate within the Bank's risk appetite by identifying, assessing, managing, monitoring, and reporting risks.

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 consumer and small business products/services and recommend appropriate solutions.
3. Utilize CAMP and other marketing tools to proactively reach out to customers and set appointments for financial reviews.
4. Focus on cross-selling to existing customers and engaging in outside sales activities such as community events and business calls.
5. Establish relationships with Business Partners for holistic financial solutions.
6. Meet/exceed customer experience and sales goals, contributing to revenue growth.
7. Guide CSRs regarding sales and referral processes.
8. Promote customer satisfaction with professionalism and friendliness.
9. Own customer issues and answer questions confidently.
10. Maintain confidentiality and trust.
11. Follow Bank policies, procedures, and codes of conduct.
12. Participate in the loan and bankcard processes, managing sourced loans from application to closing.
13. Assist with opening/closing the Financial Center or Bank Mart as directed.
14. Stay updated on procedures to prevent fraud and manage risk.

Supervisory Responsibilities:

None.

Minimum Knowledge, Skills, and Abilities:

• College degree or relevant work experience, or a combination of both.
• Financial industry experience preferred.
• Ability to develop comfort with sales activities and cross-selling.
• Understanding of advanced math for financial analysis.
• Professional appearance and communication skills.
• Knowledge of Retail policies and sound judgment.
• Must be registered with S.A.F.E. Act through NMLS at employment.

Working Conditions:

• Normal office environment.
• Extended viewing of computer screens.
• Travel within the affiliate for training and scheduling flexibility.
• Travel outside the affiliate for classroom training sessions.

Retail Personal Banker Associate I - Effingham

Total Base Pay Range: $41,600 - $66,600 USD annually

Location: Effingham, Illinois 62401

Fifth Third Bank, National Association, promotes an inclusive culture and equal employment opportunity for all applicants regardless of protected statuses.