Retail Personal Banker II: Growth Path & Certification

Fifth Third; Chicago (IL); On-site; USD 44,000 - 70,000; Full time

Job summary

Fifth Third Bank in Chicago, IL is seeking candidates for the Retail Personal Banker II on-boarding program. The role focuses on sales development and relationship building through deposits, loans, and fee-based services, while delivering exceptional customer care.

Selected candidates complete a 4–8 week training with rotations in Operations and Sales & Service, earn a certification at the end, and will work toward handling consumer and small business needs with cross-selling.

Qualifications

• College degree or work experience providing transferrable skills.
• Experience in the financial industry preferred.
• Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
• Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
• Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
• This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
• Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
• Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
• Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.).
• Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
• Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.

Skills

Consultative sales

Relationship building

Cross-selling

Customer service

Education

College degree or equivalent experience

Job description

Fifth Third Bank in Chicago, IL is seeking candidates for the Retail Personal Banker II on-boarding program. The role focuses on sales development and relationship building through deposits, loans, and fee-based services, while delivering exceptional customer care.

Selected candidates complete a 4–8 week training with rotations in Operations and Sales & Service, earn a certification at the end, and will work toward handling consumer and small business needs with cross-selling.