Personal Banker II - Chicago, IL (Ukrainian Village)

Fifth Third Bancorp
Chicago
Workplace: OnsiteFull timeUSD 43,680 - 69,900 annuallyFunction: Banking, Lending & CreditSkills: ["Relationship building","Consultative selling","Customer service","Risk awareness","Professional communication"]

Serve as a Retail Personal Banker II focused on sales development and relationship building. Use the consultative sales process and Financial Needs Assessment to profile customers, cross-sell deposits, loans, and fee-based services, and retain customers. Proactively reach out using CAMP and approved marketing tools, set appointments for periodic reviews, and coordinate referrals with business partners. Meet customer experience and production goals while managing risk and representing the bank professionally.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker II - Chicago, IL (Ukrainian Village)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker II focused on sales development and relationship building. Use the consultative sales process and Financial Needs Assessment to profile customers, cross-sell deposits, loans, and fee-based services, and retain customers. Proactively reach out using CAMP and approved marketing tools, set appointments for periodic reviews, and coordinate referrals with business partners. Meet customer experience and production goals while managing risk and representing the bank professionally.
Location: Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future needs.
  • •Maintain knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and approved marketing tools to proactively reach out and set appointments for financial reviews.
  • •Engage in cross-selling and outside sales activities to acquire and grow relationships.
  • •Follow risk and confidentiality policies while executing consumer loan and bankcard processes and supporting branch opening/closing activities as directed.
Travel: Low travel

Pay and Benefits

Salary: USD 43,680 - 69,900 annually

Key Requirements

  • •College degree or work experience providing transferable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Ability to develop comfort with sales activities to acquire new customers and cross-sell to existing customers.
  • •Understanding of advanced math functions to analyze credit and financial information.
  • •S.A.F.E. Act registration required at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial services
Skills:Relationship buildingConsultative sellingCustomer serviceRisk awarenessProfessional communication
Certifications:S.A.F.E. Act registration (NMLS)
Tech Stack:Financial Needs AssessmentCAMPNMLSS.A.F.E. Act

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cincinnati, United States
Founded: 1858
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Glassdoor: 3.7
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