Personal Banker l - South Holland, IL
Fifth Third Bank, South Holland, IL, United States
General Function
Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week onboarding and education program that includes rotations in operations and Sales & Service. The program culminates in a certification to demonstrate necessary skills. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The role focuses on acquiring new households and deepening existing customer relationships through lobby leadership, aisle time, and tele-consulting. It also handles teller transactions and platform staff duties. 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 ensures actions drive a positive customer experience. While operating within the bank’s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. Essential Duties And 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. Utilize CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. Primarily focus on cross‑selling to existing customers and engaging in outside sales activities (e.g., Membership Advantage onsite presentations, business sales calls, community financial literacy events) as directed. Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment) and refer customers when appropriate. Consistently meet or exceed customer experience and team production goals and enhance year‑over‑year revenue growth as measured by the Financial Center P & L. Provide guidance to CSRs regarding the sales and referral process. Promote customer satisfaction with a friendly, helpful demeanor and professionalism. Answer customer questions and own customer issues with confidence. 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 to mitigate fraudulent activity and unnecessary risk or exposure. Supervisory Responsibilities
None. Minimum Knowledge, Skills and Abilities Required
College degree or work experience providing transferrable skills, or a 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 households and small businesses and/or cross‑sell to established customers. Must be able to demonstrate understanding of advanced math functions for analysis of credit and financial information. Professional appearance and verbal/written communication skills. Knowledge of Retail policies and procedures and sound judgment. This position requires S.A.F.E. Act registration at the time of employment through NMLS. The NMLS website provides the MU4R questions and registration required for employment. Working Conditions
Normal office environment. Extending viewing of computer screens. Requires travel within the affiliate for training and scheduling flexibility. Travel outside the affiliate required for classroom training sessions. Compensation & Location
Personal Banker I – South Holland, IL Base Salary Range: $43,680.00 – $69,900.00 USD per annum Location: South Holland, Illinois 60473. Equal Employment Opportunity
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and promotes and ensures equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
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Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week onboarding and education program that includes rotations in operations and Sales & Service. The program culminates in a certification to demonstrate necessary skills. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The role focuses on acquiring new households and deepening existing customer relationships through lobby leadership, aisle time, and tele-consulting. It also handles teller transactions and platform staff duties. 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 ensures actions drive a positive customer experience. While operating within the bank’s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. Essential Duties And 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. Utilize CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. Primarily focus on cross‑selling to existing customers and engaging in outside sales activities (e.g., Membership Advantage onsite presentations, business sales calls, community financial literacy events) as directed. Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment) and refer customers when appropriate. Consistently meet or exceed customer experience and team production goals and enhance year‑over‑year revenue growth as measured by the Financial Center P & L. Provide guidance to CSRs regarding the sales and referral process. Promote customer satisfaction with a friendly, helpful demeanor and professionalism. Answer customer questions and own customer issues with confidence. 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 to mitigate fraudulent activity and unnecessary risk or exposure. Supervisory Responsibilities
None. Minimum Knowledge, Skills and Abilities Required
College degree or work experience providing transferrable skills, or a 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 households and small businesses and/or cross‑sell to established customers. Must be able to demonstrate understanding of advanced math functions for analysis of credit and financial information. Professional appearance and verbal/written communication skills. Knowledge of Retail policies and procedures and sound judgment. This position requires S.A.F.E. Act registration at the time of employment through NMLS. The NMLS website provides the MU4R questions and registration required for employment. Working Conditions
Normal office environment. Extending viewing of computer screens. Requires travel within the affiliate for training and scheduling flexibility. Travel outside the affiliate required for classroom training sessions. Compensation & Location
Personal Banker I – South Holland, IL Base Salary Range: $43,680.00 – $69,900.00 USD per annum Location: South Holland, Illinois 60473. Equal Employment Opportunity
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and promotes and ensures equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
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