Retail Banking Associate I

2 weeks ago


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 customer service. Upon completion, candidates will be positioned to transition into the role of Retail Personal Banker I.

This position is centered around utilizing a consultative sales approach to proactively identify and address the financial needs of both customers and prospects.

The Retail Personal Banker I plays a crucial role in acquiring new clients and enhancing existing customer relationships through various initiatives, including lobby engagement and tele-consulting.

Responsibilities include processing transactions and collaborating effectively with the platform team.

Accountability for risk management is essential, requiring open communication, raising concerns, and adherence to established policies and procedures.

Upholding a commitment to ethical behavior and ensuring a positive customer experience is paramount.


KEY RESPONSIBILITIES:


- Employ a consultative sales methodology and Financial Needs Assessment to develop a comprehensive customer profile and identify both current and future financial requirements.

- 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 with customers and schedule appointments for financial reviews.

- Focus on cross-selling to the existing customer base while participating in outside sales activities, such as community events and business presentations.

- Foster strong relationships with assigned business partners, referring customers as necessary to deliver timely and comprehensive financial solutions.

- Consistently achieve or surpass customer satisfaction and individual/team production targets, contributing to year-over-year revenue growth.

- Provide support and guidance to customer service representatives regarding the sales and referral process.

- Promote a positive customer experience through professionalism and a friendly demeanor.

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

- Maintain confidentiality and trust in all business dealings.

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

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

- Assist in the opening and closing procedures of the financial center as directed.

- Stay informed about retail procedures to mitigate fraudulent activities and minimize risk exposure.


SUPERVISORY ROLE:
No supervisory responsibilities.

QUALIFICATIONS:
- A college degree or relevant work experience that provides transferable skills, or a combination of both.

- Previous experience in the financial sector is preferred.

- Demonstrated ability to engage in sales activities aimed at acquiring new consumer households and small business clients, as well as cross-selling to existing customers.

- Proficiency in advanced mathematical functions for analyzing credit and financial data.

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

- Knowledge of retail policies and procedures to make informed decisions.

- Registration under the S.A.F.E. Act is required at the time of employment through the Nationwide Mortgage Licensing System (NMLS).


WORK ENVIRONMENT:
- Standard office setting with extended periods of computer screen usage.

- Flexibility to travel within the affiliate for training and attend various classroom sessions as required.


Fifth Third Bank is committed to fostering an inclusive culture and ensuring equal employment opportunities for all individuals, regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status, or any other legally protected status.

  • 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 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 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 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 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 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 Shinola- Retail Full time

    About Shinola RetailShinola Retail is a luxury design brand committed to crafting high-quality, handcrafted goods that are built to last. Our company values thoughtful craftsmanship, timeless design, and spirited stories that inspire our customers to live well.Job SummaryWe are seeking a skilled Retail Sales Associate to join our team. As a Retail Sales...


  • 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 Personal Banker Associate I, you will play a key role in building strong relationships with our customers and helping them achieve their financial goals.Key ResponsibilitiesCustomer Engagement: Use the consultative sales...


  • 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...


  • 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 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 Affinity Executive Search Full time

    About the RoleWe are seeking a highly skilled Corporate Banking Associate to join our team at Affinity Executive Search. As a key member of our corporate banking group, you will work closely with experienced bankers, analysts, and portfolio managers to deliver exceptional client service and drive business growth.Key ResponsibilitiesCollaborate with Corporate...


  • 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...


  • Chicago, Illinois, United States BMO Financial Group Full time

    About the RoleWe are seeking a highly skilled Portfolio Banking Associate to join our team at BMO Financial Group. As a key member of our banking team, you will be responsible for providing exceptional customer service and portfolio management in lending services for existing and potential clients.Key ResponsibilitiesProvide technical expertise for proactive...


  • Chicago, Illinois, United States Jobot Full time

    About the RoleWe are seeking a highly skilled Banking and Finance Associate Attorney to join our top-ranked team. As a key member of our team, you will be responsible for providing expert legal advice and support to our clients in the banking and finance sector.Key ResponsibilitiesProvide legal advice and support to clients on banking and finance...


  • Chicago, Illinois, United States Compass Group USA Full time

    Job Summary**Job Title:** Retail Sales Associate**Job Summary:** We are seeking a Retail Sales Associate to join our team at the Field Museum. As a Retail Sales Associate, you will be responsible for providing excellent customer service, operating a cash register, and maintaining a clean and organized retail environment.Key Responsibilities:Operate a cash...


  • Chicago, Illinois, United States Fifth Third Full time

    GENERAL OVERVIEW:Join a dynamic team at Fifth Third Bank, where we strive to connect exceptional talent with outstanding opportunities. As an integral part of our investment banking division, you will engage in a variety of complex analytical tasks, valuation assessments, and financial modeling to facilitate the execution of investment banking...