Retail Personal Banker II - Growth & Client Relationships

Fifth Third Bank; Chicago (IL); In loco; USD 44.000 - 70.000; Tempo pieno

Descrizione del lavoro

Fifth Third Bank in Saint Charles, Illinois is seeking a Personal Banker Associate II after a 4-8 week onboarding and certification. The role emphasizes sales development and relationship building through deposits, loans, and service, with cross-selling to existing customers and collaboration with partners for holistic solutions.

The candidate should demonstrate comfort with sales activities, strong customer communication, and adherence to risk policies.

Competenze

• College degree or work experience providing transferable skills.
• Experience in the financial industry preferred.
• Ability to demonstrate comfort with sales activities to acquire new consumer and small business customers and cross-sell to existing customers.
• Understanding of advanced math functions for analysis of credit and financial information.
• Demonstrated professional appearance and verbal/written communication.
• Requires S.A.F.E. Act registration through NMLS at time of employment.

Mansioni

• Use consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
• Maintain knowledge of Retail products/services and recommend solutions.
• Use CAMP and marketing tools to reach out to customers and set appointments for reviews.
• Primarily cross-sell to existing customers and engage in outside sales activities.
• Refer customers to Business Partners for holistic financial solutions.
• Meet/exceed customer experience and production goals; drive revenue growth.
• Guide CSRs on sales and referral processes; promote professionalism and confidentiality.
• Open/close process for Financial Center or Bank Mart as directed; participate in loan and bankcard processes.
• Mitigate fraudulent activity by following established policies and procedures.

Conoscenze

Sales

Customer service

Financial needs assessment

Communication skills

Formazione

College degree or equivalent experience

Descrizione del lavoro

Fifth Third Bank in Saint Charles, Illinois is seeking a Personal Banker Associate II after a 4-8 week onboarding and certification. The role emphasizes sales development and relationship building through deposits, loans, and service, with cross-selling to existing customers and collaboration with partners for holistic solutions.

The candidate should demonstrate comfort with sales activities, strong customer communication, and adherence to risk policies.