Personal Banker II - St Charles

General Function

Selected candidates will become a Retail Personal Banker II after completing a 4‑8 week onboarding and education program that includes rotations in Operations and Sales & Service. The program ends with a certification that demonstrates the skills required to perform in the Retail Personal Banker role. This is a sales position focused on sales development and relationship building through the promotion of deposits, loans, fee‑based services, and customer retention.

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
• Maintain in‑depth knowledge of retail consumer and small business products/services and recommend appropriate solutions based on our value proposition.
• 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 the existing customer base and engage in outside sales activities such as membership advantage onsite presentations, business sales calls, and community financial literacy events.
• Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment) and refer customers when appropriate for timely, holistic financial solutions.
• Consistently meet or exceed customer experience and individual/team production goals and enhance year‑over‑year revenue growth 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 confidentiality of all business information.
• 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.
• Complete consumer loan and bankcard processes, 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.

• College degree or equivalent work experience providing transferrable skills.
• Experience in the financial industry is 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.
• Proficient in advanced math functions to analyze credit and financial information.
• Professional representation in appearance and verbal/written communication.
• Working knowledge of retail policies and procedures to apply sound judgment.
• Required S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.
• Ability to navigate the NMLS web site (mortgage.nationwidelicensingsystem.org) to complete MU4R questions and registration required for employment.

Normal office environment; extended computer screen use. The program may require travel within the affiliate for training and additional classroom training sessions outside the affiliate.

Base salary range: $43,680.00 – $69,900.00 USD annually. Salaries within this range vary based on role, relevant skillset, experience, education, and geographic location.

Our benefits programs support the physical, financial, emotional, and social well‑being of employees and their families.

Saint Charles, Illinois 60174.

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