Retail Banking Specialist II

2 weeks ago


Chicago, Illinois, United States Fifth Third Full time
OVERVIEW:

At Fifth Third Bank, we strive to connect exceptional individuals with remarkable career opportunities. Are you prepared to elevate your career in banking?


POSITION SUMMARY:

The selected candidates will undergo a comprehensive 4-8 week onboarding and educational program, which includes rotations in Operations and Sales & Service, with the aim of becoming a Retail Personal Banker II.

Upon completion of the program, candidates will have the opportunity to showcase their skills through a certification process, demonstrating their readiness for the Retail Personal Banker role.

This position is primarily focused on sales and relationship management, emphasizing the promotion of deposits, loans, fee-based services, and customer retention.

Responsibilities include offering a complete range of banking products and services tailored to meet the needs of both existing and prospective customers, while ensuring exceptional service and care.

Utilizing a consultative sales approach, candidates will engage with customers, leveraging prescribed tools and collaborating with staff for referral opportunities.

Accountability for risk management is essential, involving open communication of ideas and concerns, and adherence to established policies and procedures.

Consistently prioritizing the customer experience, candidates will ensure their actions foster positive interactions and outcomes.

While operating within the Bank's risk parameters, candidates will achieve results by identifying, assessing, managing, and reporting various types of risks.


KEY RESPONSIBILITIES:

- Employ the consultative sales process and Financial Needs Assessment to develop comprehensive customer profiles and identify financial needs.

- Maintain extensive knowledge of retail consumer and small business products/services, recommending suitable solutions aligned with our value proposition.

- Utilize approved marketing tools to proactively engage customers and schedule appointments for financial reviews.

- Focus on cross-selling to the existing customer base and participate in outside sales activities as directed.

- Foster strong relationships with assigned Business Partners, referring customers to provide timely and holistic financial solutions.

- Consistently meet or exceed customer experience and production goals, contributing to year-over-year revenue growth.

- Guide Customer Service Representatives in the sales and referral process.

- Promote customer satisfaction through a friendly and professional demeanor.

- Address customer inquiries confidently and take ownership of customer issues.

- Uphold confidentiality and maintain a position of trust and responsibility.

- Follow the Bancorp Code of Business Conduct and Ethics, ensuring ethical behavior at all times.

- Adhere to established policies and procedures while managing the full range of retail products.

- Participate in the consumer loan and bankcard processes, overseeing sourced loans from application to closing.

- Assist in the opening and closing processes of the Financial Center as directed.

- Stay informed on retail procedures to mitigate fraudulent activity and manage risk.


SUPERVISORY ROLE:

No supervisory responsibilities.


QUALIFICATIONS:

- A college degree or relevant work experience that provides transferable skills.

- Experience in the financial sector is preferred.

- Demonstrated ability to engage in sales activities aimed at acquiring new customers and cross-selling to existing ones.

- Proficiency in advanced math functions for analyzing credit and financial information.

- Ability to represent Fifth Third Bank professionally in appearance and communication.

- Understanding of retail policies and procedures to make sound decisions.

- This position requires S.A.F.E. Act registration upon employment through the Nationwide Mortgage Licensing System (NMLS).


WORK ENVIRONMENT:

- Standard office environment with extended computer screen viewing.

- Flexibility in scheduling and travel may be required for training purposes.



  • Chicago, Illinois, United States Fifth Third Full time

    About the RoleFifth Third Bank is seeking a highly motivated and customer-focused individual to join our team as a Retail Personal Banker II. As a key member of our banking team, you will be responsible for building and maintaining strong relationships with our customers, providing personalized financial solutions, and driving sales growth.Key...


  • Chicago, Illinois, United States Fifth Third Full time

    About the RoleFifth Third Bank is seeking a highly motivated and customer-focused individual to join our team as a Retail Personal Banker II. As a key member of our financial center team, you will be responsible for building strong relationships with existing and prospective customers, providing personalized financial solutions, and driving sales growth.Key...


  • Chicago, Illinois, United States Fifth Third Full time

    About the RoleFifth Third Bank is seeking a highly motivated and customer-focused Retail Banking Professional to join our team. As a key member of our team, you will be responsible for building and maintaining strong relationships with our customers, providing personalized financial solutions, and driving sales growth.Key ResponsibilitiesSales and...


  • Chicago, Illinois, United States Fifth Third Full time

    About the RoleFifth Third Bank is seeking a highly motivated and customer-focused individual to join our team as a Retail Banking Professional. As a key member of our team, you will be responsible for building and maintaining strong relationships with our customers, providing personalized financial solutions, and driving business growth.Key...


  • Chicago, Illinois, United States Fifth Third Full time

    About the RoleFifth Third Bank is seeking a highly motivated and customer-focused individual to join our team as a Retail Banking Professional. As a key member of our Financial Center team, you will be responsible for providing exceptional customer service and sales support to our clients.Key ResponsibilitiesDevelop and maintain strong relationships with...


  • Chicago, Illinois, United States Fifth Third Bank, N.A. Full time

    About the RoleFifth Third Bank, N.A. is seeking a highly motivated and customer-focused individual to join our team as a Retail Banking Associate. In this role, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesUse a consultative approach to understand customer needs and...


  • Chicago, Illinois, United States Fifth Third Full time

    About the RoleFifth Third Bank is seeking a highly motivated and customer-focused individual to join our team as a Retail Banking Associate. As a key member of our Financial Center team, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesUse a consultative approach to...


  • Chicago, Illinois, United States Fifth Third Full time

    About the RoleFifth Third Bank is seeking a highly motivated and customer-focused Retail Banking Professional to join our team. As a key member of our team, you will be responsible for building and maintaining strong relationships with our customers, providing personalized financial solutions, and driving sales growth.Key ResponsibilitiesCustomer Engagement:...


  • Chicago, Illinois, United States Fifth Third Full time

    Position Overview:At Fifth Third Bank, we are dedicated to connecting talented individuals with exceptional career opportunities in the banking sector. Are you prepared to elevate your career? Explore a role in banking with us.GENERAL FUNCTION:The selected candidates will undergo a comprehensive 4-8 week onboarding and training program, which includes...


  • Chicago, Illinois, United States Fifth Third Full time

    Overview:At Fifth Third Bank, we are dedicated to connecting exceptional individuals with remarkable career opportunities in the banking sector. Are you prepared to advance your career in finance?POSITION SUMMARY:The selected candidates will undergo a comprehensive 4-8 week onboarding and educational program, which includes rotations in operations and...


  • Chicago, Illinois, United States Fifth Third Full time

    About the RoleFifth Third Bank is seeking a highly motivated and customer-focused Retail Banking Professional to join our team. As a key member of our team, you will be responsible for building and maintaining strong relationships with our customers, providing personalized financial solutions, and driving sales growth.Key ResponsibilitiesCustomer Engagement:...


  • Chicago, Illinois, United States Bank of Montreal Full time

    Job Summary: As a Retail Relationship Banker at Bank of Montreal, you will play a key role in delivering exceptional service to our customers and prospects. Your primary responsibility will be to identify customer needs and provide advice and guidance on financial solutions.Key Responsibilities:Build and maintain strong relationships with customers to...


  • Chicago, Illinois, United States G-PAC Full time

    Job Description:Job Title: Commercial Banking SpecialistJob Summary:G-PAC is seeking a highly skilled Commercial Banking Specialist to join our team. As a Commercial Banking Specialist, you will be responsible for identifying and cross-selling a wide range of commercial banking services to our clients.Key Responsibilities:Develop new loans and manage the...


  • Chicago, Illinois, United States American Osteopathic Association Full time

    Job SummaryThe American Osteopathic Association is seeking a highly skilled Item Bank Specialist to join our team in the Certifying Board Services department. As an Item Bank Specialist, you will play a critical role in providing item banking, exam construction, and exam publication services to our clients.Key ResponsibilitiesItem Bank Management: Work as...


  • Chicago, Illinois, United States Huntington National Bank Full time

    About the Role:Huntington National Bank is seeking a highly skilled Senior Liquidity Specialist to join our team. As a Senior Liquidity Specialist, you will play a critical role in coordinating the execution of our Commercial Liquidity Strategy at the sales level.Key Responsibilities:Coordinate with sales teams to identify and pursue liquidity opportunities...


  • Chicago, Illinois, United States Fifth Third Bank, N.A. Full time

    About the RoleFifth Third Bank, N.A. is seeking a highly skilled and experienced Wealth Management Advisor II to join our team. As a key member of our Private Bank, you will play a critical role in delivering exceptional client service and driving business growth.Key ResponsibilitiesSales and Business Development: Develop and prospect internal and external...


  • Chicago, Illinois, United States American Osteopathic Association Full time

    Job SummaryThe American Osteopathic Association is seeking a highly skilled Item Bank Specialist to join our team in providing item banking, exam construction, and exam publication services to our clients. This role requires a high degree of attention to detail, excellent communication skills, and the ability to work well in a complex system of inter-related...


  • Chicago, Illinois, United States Associated Banc-Corp Full time

    Join Our Team at Associated BankAt Associated Bank, we are dedicated to fostering an inclusive environment where diverse perspectives are appreciated and recognized as vital to our success. If you are looking for a workplace that supports your growth and development, Associated Bank could be the ideal fit for you.Position OverviewUnder the guidance of a Bank...


  • Chicago, Illinois, United States Wintrust Financial Full time

    About Wintrust FinancialWintrust is a prominent financial holding entity managing approximately $50 billion in assets and publicly traded on NASDAQ under the symbol WTFC. Our foundation is built on the "HAVE IT ALL" philosophy, which combines advanced technology and the extensive resources of a large banking institution with a commitment to personalized,...


  • Chicago, Illinois, United States Huntington Bancshares, Inc. Full time

    About the Role:Huntington Bancshares, Inc. is seeking a highly skilled and experienced Retail Area Manager to lead the development and execution of the Retail Banking strategy for a large geographic market. As a key member of our team, you will be responsible for directing the sales and service delivery channels to meet financial goals.Key...