Personal Banker Associate - Northbrook Willow, IL
Listed on 2026-06-14
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Sales
Financial Sales, Banking & Finance -
Finance & Banking
Financial Sales, Banking & Finance, Financial Consultant
Position Overview
Retail Personal Banker I responsibilities include completing a 4‑8 week onboarding and education program with rotations in operations and Sales & Service. Certification will be awarded upon successful completion of the program.
The role focuses on using a consultative sales process to identify and satisfy customers’ current and future financial needs, acquire new households, and deepen existing relationships through lobby leadership, aisle time, and tele‑consulting. Duties also cover processing teller transactions and serving as part of the platform staff.
Employee responsibility includes risk management, adherence to policy, and delivering a positive customer experience while consistently identifying, assessing, managing, monitoring, and reporting risks.
Essential Duties and Responsibilities- Use 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 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 the existing customer base and engaging 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 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 other related policies, maintaining ethical behavior at all times.
- Adhere to established policies and procedures while opening and 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.
None.
Minimum Knowledge,Skills and Abilities
Required
- College degree or work experience providing transferrable skills, or a 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 website provides the MU4R questions and registration required for employment.
- Normal office environment.
- Extended viewing of computer screens.
- 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 I - Northbrook, Illinois 60062.
Total Base Pay Range: $43,680.00 - $69,900.00 USD annual.
BenefitsFifth Third offers comprehensive benefits and differentiated compensation to help employees achieve a balanced life. For more information, view the benefits page at
Equal Employment OpportunityFifth Third Bank, National Association is proud to have an engaged and inclusive culture and promotes 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.
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