Retail Personal Banker II - Woodridge, IL
Listed on 2026-03-08
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Sales
Financial Sales, Banking & Finance -
Finance & Banking
Financial Sales, Banking & Finance
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
General FunctionSelected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on‑boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family.
The Retail Personal Banker II role is a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee‑based services and the retention of customers. It involves selling a full range of banking products and services to meet existing and prospective customers' needs while providing specialized care and service. The role utilizes the consultative sales and service process, prescribed tools, and referral activity.
It also requires responsibility and accountability for risk by exchanging ideas and opinions, elevating concerns, and adhering to policies and procedures. Accountability for acting in the best interest of customers and colleagues is essential, as is driving a positive customer experience while operating within the Bank's risk appetite. Results are achieved by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
- 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 the existing customer base and engaging in outside sales activities (e.g., Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.).
- Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, holistic financial solutions.
- Consistently meet or exceed customer experience and individual/team production goals, enhancing 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/servicing the full range of Retail products.
- Participate in the consumer loan and bank‑card 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 transferable 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…
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