Retail Personal Banker II: Sales & Relationship Builder

Fifth Third; Lake Forest (FL); On-site; USD 44,000 - 70,000; Full time

Job summary

Fifth Third Bank in Lake Forest, IL is seeking candidates for a Retail Personal Banker II pathway after a 4–8 week onboarding, with rotations in Operations and Sales & Service. This sales-focused program builds customer relationships, promotes deposits/loans, and advances to a Personal Banker role.

The role emphasizes consultative selling, risk awareness, and compliance with bank policies while delivering a positive customer experience across a diverse client base.

Qualifications

• College degree or work experience providing transferrable skills or combination of education and experience.
• 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.
• Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
• This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
• The NMLS web site provides the MU4R questions and registration required for employment in this position.

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.
• 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.
• Provide guidance to CSRs with respect to the sales and referral process.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
• Act with confidence by answering customer questions and owning customer issues.
• Maintain a position of trust and responsibility by keeping all business confidential.
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
• Adhere to established policies and procedures while opening/servicing the full range of Retail products.
• Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
• Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.

Skills

Sales

Relationship building

Communication

Math/financial analysis

NMLS Registration

Education

College degree or equivalent

Job description

Fifth Third Bank in Lake Forest, IL is seeking candidates for a Retail Personal Banker II pathway after a 4–8 week onboarding, with rotations in Operations and Sales & Service. This sales-focused program builds customer relationships, promotes deposits/loans, and advances to a Personal Banker role.

The role emphasizes consultative selling, risk awareness, and compliance with bank policies while delivering a positive customer experience across a diverse client base.