Retail Personal Banker I - Elgin (Spanish Speaking Preferred)
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General Function :
Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program. 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 is responsible for processing teller transactions as well as working as a member of the platform staff.
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 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).
- Consistently meet / exceed customer experience and individual / team production goals.
- 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.
- Keep up to date on Retail procedures in place 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, 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.This position requires S.A.F.E. Act registration at the time of employment.Working Conditions :
Normal office environment.Extending viewing of computer screens.This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.Travel outside of the affiliate will be required for various classroom training sessions.Total Base Pay Range : $41,600.00 - $66,600.00 USD Annual
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.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Location Elgin, Illinois 60120