Jobs · Finance · Illinois

Retail Personal Banker II - Shorewood, IL

Fifth Third Bank · Shorewood, IL · 2 wk ago
FinanceFull-time

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.
  • Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.
  • 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.
  • S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Qualifications

  • Minimum 2 years of retail banking experience.
  • Experience in the financial industry preferred.
  • Strong interpersonal and communication skills.
  • Proficient in Microsoft Office applications.
  • Ability to work independently and as part of a team.
  • Knowledge of banking products and services.

Skills

  • Consultative sales and service process.
  • Financial Needs Assessment.
  • CAMP and other approved Marketing tools.
  • Customer relationship management.
  • Product knowledge and expertise.
  • Financial analysis and decision-making.
  • Communication and interpersonal skills.
  • Problem-solving and risk management.

Benefits

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

Pay

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

Schedule

Scheduling flexibility and occasional travel may be required.

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