Personal Banker II - Chicago, IL (Morgan Park)

About the role

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

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.) as directed.
• 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.
• Provide specialized care and service to existing and prospective bank customers.
• Utilize the consultative sales and service process, using the prescribed tools and interacting with the staff for referral activity.
• Accountable for always doing the right thing for customers and colleagues, and ensuring that actions and behaviors drive a positive customer experience.
• Achieve results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

Requirements

• College degree or work experience providing transferrable skills or combination of education and experience.
• 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.

Qualifications

• S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Skills

• Consultative sales and service process.
• Financial Needs Assessment.
• CAMP and other approved Marketing tools.
• Advanced math functions.
• Professional representation of Fifth Third Bank.
• Working knowledge of Retail policies and procedures.

Benefits

See details on our 53.com Careers page: https://www.53.com/content/fifth-third/en/careers/benefits.html

Pay

Total Base Pay Range: $43,680.00 - $69,900.00 USD Annually

Schedule

Scheduling flexibility and travel requirements may apply.