Personal Banker Associate II - Lake Forest

Job Summary

Selected candidates will be trained to become a Retail Personal Banker II, after completing a 4‑ to 8‑week onboarding and education program. The role focuses on sales development and relationship building, promoting 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 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 focus on cross‑selling to existing customers and engage in outside sales activities such as Membership Advantage onsite presentations, business sales calls, and community financial literacy events as directed.
• Establish close working relationships with assigned business partners (Mortgage, Small Business, Commercial and Investment) and refer customers to provide timely, holistic financial solutions.
• Consistently meet or 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 regarding 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 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 to mitigate fraudulent activity and unnecessary risk or exposure.

• College degree or work experience providing transferable skills or a combination of education and experience.
• Experience in the financial industry preferred.
• Demonstrated ability to develop comfort with sales activities designed to acquire new consumer household and small business customers and/or cross‑sell to established customers.
• Ability to demonstrate understanding of advanced math functions for analysis of credit and financial information.
• Professional appearance and verbal/written communication skills.
• Working knowledge of retail policies and procedures to make sound judgments.
• S.A.F.E. Act registration required at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Normal office environment with extended computer screen viewing. The program requires travel within the affiliate for training and occasional travel outside the affiliate for classroom training sessions.

Total Base Pay Range: $43,680.00 – $69,900.00 USD annually.

Includes comprehensive benefits and differentiated compensation offerings.

Lake Forest, Illinois 60045.

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