Personal Banker Associate II

3 weeks ago


Evergreen Park, United States Fifth Third Full time
Make banking a Fifth Third better®

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

GENERAL FUNCTION:

Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Retail Personal Banker II role is a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to meet existing and prospective customer's needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote 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 ensures that actions and behaviors 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 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.
  • 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, 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 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 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). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration Required for employment in this position.
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.


Personal Banker Associate II - MID-SOUTH Region

LOCATIONEvergreen Park, Illinois 60805

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure 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.

  • Evergreen Park, United States First American Bank Full time

    **Job Description**: First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our...


  • Evergreen Park, United States First American Bank Full time

    Job Description: First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our...


  • Orland Park, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations...


  • Oak Park, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations...


  • Orland Park, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations...


  • Orland Park, Illinois, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....

  • Personal Banker

    2 months ago


    Pinellas Park, United States PNC Bank Corp. Full time

    Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partner Personal Banker, Customer Experience, Banker, Operations, Financial, Business Services

  • Associate Banker I

    2 months ago


    Palos Park, United States Republic Bank of Chicago Full time

    GENERAL FUNCTION: The role of the Teller/Associate Banker I is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions. The Teller/Associate Banker is responsible for performing accurate account transactions and functions which mirror the sales process (Opportunity Management, Needs Assessment,...


  • Overland Park, United States NBH Bank Full time

    It starts with our culture ... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn't just...


  • Overland Park, United States NBH Bank Full time

    It starts with our culture ... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn't just...


  • Pinellas Park, United States Fifth Third Full time

    Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the prog Personal Banker, Associate, Banker, Customer Experience, County, Financial, Banking, Business Services

  • Personal Banker

    2 weeks ago


    Loves Park, United States PNC Financial Services Group Full time

    Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute...

  • Personal Banker

    1 month ago


    Overland Park, United States Dickinson Financial Corporation Full time

    Position DescriptionSummary Personal Bankers are enthusiastic about understanding and promoting bank products and services to individuals and companies; delivering an excellent client experience; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals. ResponsibilitiesAchieve specific...

  • Personal Banker

    4 weeks ago


    Overland Park, United States Dickinson Financial Corporation Full time

    Position DescriptionSummary Personal Bankers are enthusiastic about understanding and promoting bank products and services to individuals and companies; delivering an excellent client experience; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals. ResponsibilitiesAchieve specific...

  • Personal Banker

    2 weeks ago


    Overland Park, United States CrossFirst Bank Full time

    Overview: The Personal Banker provides extraordinary service to the Banks clients. This position requires a high level of accuracy to comply with regulatory requirements and minimize risk. Responsibilities: Perform personal banking transactions for clients, such as deposits, withdrawals and transfers. Possess a clear understanding of features and benefits...


  • Cliffside Park, United States Wells Fargo Full time

    Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially - Assist customers with b Personal Banker, Customer Experience, Banker, Financial, Banking, Business Services, Relationship

  • Personal Banker

    3 weeks ago


    Oakland Park, United States American National Bank Full time

    Job Overview: We are seeking a highly motivated and customer-focused individual to join our team as a Personal Banker. As a Personal Banker, you will be responsible for providing exceptional service to our customers and assisting them opening accounts, cross-selling Bank products and services, performing account maintenance, assisting customers with problem...


  • Pinellas Park, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and...


  • Pinellas Park, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and...

  • Retail Banker II

    2 months ago


    College Park, United States First Financial Bancorp Full time

    ** Retail Banker II - Float** **Job Category****:** Retail Banker **Requisition Number****:** RETAI002125 Showing 1 location **Job Details** **Description** ****This position will float between the different branches in the Weatherford Region.**** **SCOPE/CONTACTS:** Incumbent will primarily perform teller and/or personal banker duties. This position...