Sales-Driven Personal Banker II

Fifth Third Bank

Chicago (IL)

On-site

USD 44,000 - 70,000

Full time

3 days ago
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Job summary

Fifth Third Bank in Chicago, IL is seeking a motivated candidate for the Retail Personal Banker II role. After completing a 4-8 week onboarding program with rotations in Operations and Sales & Service, you will promote deposits, loans and fee-based services while building trusted relationships.

The position emphasizes consultative sales, cross-selling to the existing customer base, and collaboration with Mortgage, Small Business, Commercial and Investment partners to provide comprehensive

Qualifications

  • College degree or work experience providing transferable 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).

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, referring customers to provide timely, holistic financial solutions.
  • Consistently meet/exceed customer experience and production goals and enhance year-over-year revenue growth.
  • 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.
  • 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 to mitigate fraudulent activity and unnecessary risk or exposure.

Skills

Sales ability
Communication
Math skills
Appearance
Retail policy knowledge

Education

College degree or relevant experience

Job description

Fifth Third Bank in Chicago, IL is seeking a motivated candidate for the Retail Personal Banker II role. After completing a 4-8 week onboarding program with rotations in Operations and Sales & Service, you will promote deposits, loans and fee-based services while building trusted relationships.

The position emphasizes consultative sales, cross-selling to the existing customer base, and collaboration with Mortgage, Small Business, Commercial and Investment partners to provide comprehensive

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