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bilingual mortgage solutions specialist

Manulife

<div>As a trusted partner to advisors, at Manulife Bank, we deliver sophisticated lending solutions and financial strategies that don&rsquo;t just grow wealth, they amplify it. Built on a foundation of excellence and driven by bold innovation, we empower advisors to deepen relationships, unlock potential, and redefine success for their clients. We&rsquo;re looking for visionaries who understand where banking is headed; those who can blend the precision of complex financial products with the possibilities of cutting-edge technology. Join us, and be part of a team where banking drives extraordinary outcomes.
The Life Events Team (formerly MST team) is looking for a dedicated, customer-oriented team player with banking experience to fill the full-time role of Mortgage Specialist. The ideal candidate will excel in providing prompt and accurate service to existing clients whose needs have changed for their mortgage products, such as Mortgage Product Changes, Account Holder Changes (including separations), and Limit Decreases. This role is crucial in fostering strong customer relationships and supporting our client retention strategies.
As a Mortgage Solutions Specialist, you will be responsible for guiding clients through the entire process of requested mortgage changes, from initial inquiry to the successful completion of the request. Your role will involve:
<ul><li>Client Engagement: Work closely with clients to understand their needs and ensure a seamless experience. Maintain open and effective communication throughout the process.
</li><li>Document Management: Collect all necessary documents required for underwriting, meticulously reviewing them to ensure they meet residential underwriting standards and are in good order.
</li><li>Collaboration: Liaise with various internal teams to facilitate smooth processing of mortgage changes, ensuring all parties are aligned and informed.
</li><li>File Management: Efficiently manage client files, making sure all data and notes are accurately entered into internal systems. Track progress and provide clients with timely updates on the status of their requests.
</li></ul>Hours of Operation (subject to change): Monday to Friday, 9 am-5 pm AST or EST, depending on location.
Position Responsibilities:
<ul><li>Communicate with existing clients via phone and email to manage complex mortgage changes.
</li><li>Request and review supporting documentation to ensure compliance with residential underwriting standards and Manulife Bank policies.
</li><li>Maintain a strong awareness of mortgage industry rules and regulations and a broader perspective on competing products.
</li><li>Manage a high volume of complex files, quickly understanding customer concerns and suggesting appropriate account structures to meet their current and future needs.
</li><li>Collaborate with the Bank Sales team to support clients, their advisors, and other distributor relationships.
</li><li>Accurately enter all data and notes into internal systems.
</li><li>Provide clients with timely updates on the status of their files.
</li></ul>Required Qualifications:
<ul><li>Fully bilingual (French/English): The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.
</li><li>Excellent listening and communication skills, both verbal and written.
</li><li>Strong interpersonal skills with the ability to positively influence and negotiate.
</li><li>Exceptional organizational and prioritization skills, with the ability to manage high volumes in a rapidly changing environment.
</li><li>Demonstrated professionalism and sound judgment.
</li><li>Strong analytical and problem-solving capabilities.
</li><li>Meticulous attention to detail.
</li><li>In-depth understanding of Manulife Bank&rsquo;s products, processes, and systems is an asset.
</li><li>Proficient computer and keyboarding skills.
</li></ul>Preferred Qualifications:
<ul><li>2-3 years of experience in the residential mortgage business or mortgage underwriting practices.
</li><li>Strong knowledge of the residential mortgage process, including approval, title, and funding stages, as well as mortgage terms, fees, and rates.
</li></ul>When you join our team:
<ul><li>We&rsquo;ll empower you to learn and grow the career you want.
</li><li>We&rsquo;ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
</li><li>As part of our global team, we&rsquo;ll support you in shaping the future you want to see.
</li></ul>The role being advertised is an existing vacancy.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com.
Referenced Salary Location
CAN, Quebec - Full Time Remote
<div><div><div><div><div><div><div><div><div><div><div><div><div><div>Working Arrangement
</div></div></div></div></div></div></div></div></div></div></div></div></div></div>Remote
Salary range is expected to be between
$52,650.00 CAD - $87,750.00 CAD
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.
Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&amp;D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact hr@manulife.com for more information about U.S.-specific paid time off provisions.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.</div>

Bilingual Mortgage Solutions Specialist

The Federal Savings Bank

<div>Description:

The Federal Savings Bank, a national bank and 5-time &ldquo;50 Best Mortgage Companies to Work For&rdquo; winner, seeks an organized, outgoing, optimistic, and overall outstanding Assistant Mortgage Banker who is fully fluent in English and Spanish. As an Assistant Mortgage Banker you will be an frontline member of one of the busiest teams in our Retail Mortgage division.
Qualified applicants who do not live a commutable distance from one of our offices will be considered and are encouraged to apply.
Los solicitantes deben ser amables, organizados, orientados a los detalles, y diligentes para cumplir con los objetivos en constante cambio.*<ul><li>If you had to Google Translate that last sentence, this particular role is not for you. Please look at the other open positions our company is featuring.</li></ul>
Duties &amp; Responsibilities:<ul><li>
Assist the Mortgage Banker, serving as primary liaison among customers, internal operations support, realtors, and title companies</li><li>
Help manage Mortgage Banker pipeline while working with Processing, Underwriting, and Closing teams to ensure loans get closed in a timely manner</li><li>
Structure loans in Encompass loan origination system</li><li>
Review loan guidelines and analyze borrower qualifications</li><li>
Prepare mortgage applications and disclosures for signing</li><li>
Consistently exceed borrower and Realtor/Builder expectations, always giving &quot;Wow!&quot; service</li><li>
Marketing tasks to include maximizing the Mortgage Banker&rsquo;s CRM and past client business</li><li>
Help organize events for the Bankers such as realtor luncheons</li></ul>
What We Offer:<ul><li>
Base Salary plus monthly bonus</li><li>
Generous paid time off plus sick time</li><li>
Health, Dental, and Vision insurance plans</li><li>
HSA and FSA insurance plans available</li><li>
Complimentary Employee Assistant Program (EAP)</li><li>
Paid time off that increases with length of employment</li><li>
Company paid life insurance</li><li>
401k with partial company matching</li><li>
Monthly Employee Appreciation events</li><li>
Big bank resources with small bank feel</li></ul>
Requirements:

Skills/Qualifications<ul><li>
High school diploma or equivalent required; Bachelor's degree preferred;</li><li>
Fluency in Spanish, both spoken and written required</li><li>
1+ years of experience as Mortgage Loan Officer Assistant or Processor</li><li>
Proficiency with Microsoft Office products (Excel, Word, Outlook, and PowerPoint)</li><li>
Demonstrable ability to meet standards of professional communication</li><li>
Creative and proactive thinker</li><li>
Collaborative team spirit, positive attitude</li><li>
Superior time-management and organizational skills</li></ul>
The Federal Savings Bank is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.</div>

Mortgage Loan Assistant - Bilingual (English/Spanish) - Remote Eligible

ULLICO

<div><div><div>Ullico, Inc., one of the nation&rsquo;s largest sources for real estate first mortgage financing, is actively recruiting a Senior Portfolio Analyst to join a group that manages a $4.4 billion portfolio. Ullico&rsquo;s Real Estate Investment Group offers construction and permanent debt financing for commercial real estate. This position reports to the Regional Vice President and is located in our Chicago, IL office.</div>
</div>
<h3 class="jobSectionHeader">Job Duties:</h3><div>
<ul><li>Maintain overall statistics and financial performance analysis for the mortgage portfolio. Summarize and analyze reports for mortgage loans to include, but not limited to: analyzing operating statements on properties, obtaining financial background on properties, annual reviews, and project variance reports. Prepare quarterly portfolio statistics detailing geographic and product concentrations. Evaluate and recommend changes to reports to provide efficient and applicable information to management.</li>
<li>Perform various analyses related to financial performance to include: cash flow projections, cash flow variance analysis, business operations &quot;driver&quot; analysis (critical success factors) and analysis of comparative performance with other companies in industry.</li>
<li>Assist, coordinate and prepare financial projections for real estate and mortgage portfolio as required for internal reporting and external filing for both statutory and GAAP, as applicable.</li>
<li>Assist in oversight and follow-up on underwriting portions of loans to ensure all provisions are being adhered to.</li>
<li>Prepare, secure approval and maintain portfolio data including monthly reports such as the J and W1 Portfolio Valuation, Performance Comparison, Property Income and Expense analysis for House Accounts and quarterly reports such as Appraisal Status, Annual Reviews, Portfolio Characteristics and General Account Valuation.</li>
<li>Monitor individual asset reports due to VP from Regional Managers such as Construction Status reports, Multi-Family Sales Status reports and Watch List reports. Prepare and submit to SVP for review and approval the same reports, when applicable, for House Accounts.</li>
<li>Undertake ad hoc project and reports. Assist SVP/VP in the preparation of internal and external presentations.</li></ul> 

</div><h3 class="jobSectionHeader">
Minimum Qualifications:</h3><div>
<ul><li>Bachelor's degree in Finance, Economics, or a related field.</li>
<li>3 to 5 years of experience in commercial real estate loan underwriting, including financial/credit analysis, discounted cash flow (DCF), and net present value (NPV) modeling</li>
<li>Intermediate to advanced proficiency in Excel and ARGUS financial modeling.</li>
<li>Strong analytical, communication, and presentation skills for interaction with internal senior management and external business leaders.</li>
<li>Must complete a financial modeling exercise.</li>
</ul>
</div><div>Salary Range: $120,000 - $156,500 (depending on relevant experience, skills, and credentials). This position is eligible to participate in Ullico Inc.&rsquo;s (&ldquo;Ullico&rdquo;) annual incentive compensation program. An incentive award is contingent upon Ullico meeting financial goals set by the Ullico Board of Directors and your individual performance. The elements of the program, including eligibility, the range of potential incentive compensation, and the factors that determine the payment, will be shared with you after you become employed.
</div><div>
For over 95 years, Ullico, the only labor-owned insurance and investment company, has been a proud partner of the labor movement. From insurance products for members, leaders and employers, to investments that have created thousands of union jobs, our customers continue to count on Ullico to protect them. The Ullico Inc. family of companies includes The Union Labor Life Insurance Company; Ullico Casualty Group, Inc.; Ullico Investment Company, Inc.; and Ullico Investment Advisors, Inc. Visit www.ullico.com.

We offer a competitive starting salary and an outstanding benefits package including:
<ul>
<li>Health/Dental/Vision</li>
<li>Pension</li>
<li>401K</li>
<li>Health Savings Account</li>
<li>Life Insurance</li>
<li>Paid Time Off</li>
</ul>
Ullico is an Equal Opportunity Employer. This organization participates in E-Verify.
</div>
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.</div>

Sr. Portfolio Analyst

PNC Financial Services Group

Job Profile
 
Position Overview
 At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Branch organization, you will be based in Chicago, IL. Bilingual Spanish Preferred.
 
Location: 401 N LaSalle Street
 Chicago, IL 60654-2709
 
PNC is an in-office company that fosters a collaborative and supportive culture where employees can thrive. We encourage candidates to connect with their recruiter and hiring manager to discuss workplace expectations and confirm branch hours and shift details for this location.
 
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
 
Job Description
 Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
 Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
 Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
 Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
 Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
 
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
 Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
 Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
 
To learn more about this opportunity, please watch this video .
 
Qualifications
 
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
 
Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales
 
Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs
 
Work Experience Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
 
Education No Degree
 
Certifications No Required Certification(s)
 
Licenses Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
 
Pay Transparency
 Base Salary: $46,800.00 – $69,000.00
 
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
 
Application Window
 Generally, this opening is expected to be posted for two business days from 04/17/2026, although it may be longer with business discretion.
 
Benefits
 PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
 
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
 
To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com .
 
Disability Accommodations Statement
 
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
 
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
 
Equal Employment Opportunity (EEO)
 
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
 
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
 
California Residents
 
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Personal Banker

Fifth Third Bank

<div>Make banking a Fifth Third better&reg;
 
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 FUNCTION:
Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales &amp; 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 Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
<ul><li>Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
</li><li>Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
</li><li>Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
</li><li>Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
</li><li>Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
</li><li>Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&amp;L.
</li><li>Provide guidance to CSRs with respect to the sales and referral process.
</li><li>Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
</li><li>Act with confidence by answering customer questions and owning customer issues.
</li><li>Maintain a position of trust and responsibility by keeping all business confidential.
</li><li>Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
</li><li>Adhere to established policies and procedures while opening/servicing the full range of Retail products.
</li><li>Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
</li><li>Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
</li><li>Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
</li></ul>SUPERVISORY RESPONSIBILITIES:
None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
<ul><li>College degree or work experience providing transferrable skills, or, combination of education and experience.
</li><li>Experience in the financial industry preferred.
</li><li>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.
</li><li>Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
</li><li>Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
</li><li>Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
</li><li>This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
</li></ul>WORKING CONDITIONS:
<ul><li>Normal office environment.
</li><li>Extending viewing of computer screens.
</li><li>This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.
</li><li>Travel outside of the affiliate will be required for various classroom training sessions.
</li></ul>Personal Banker Associate I - South Wacker - Full Time
Total Base Pay Range 43,680.00 - 69,900.00 USD Annual
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html and by consulting with your talent acquisition partner.
LOCATION - Chicago, Illinois 60606
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes &ndash; no matter how they are submitted &ndash; will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and 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.</div>

Personal Banker Associate I - South Wacker - Full Time

<div>Make banking a Fifth Third better&reg;
 
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 FUNCTION:
Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales &amp; 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 Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
<ul><li>Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
</li><li>Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
</li><li>Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
</li><li>Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
</li><li>Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
</li><li>Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&amp;L.
</li><li>Provide guidance to CSRs with respect to the sales and referral process.
</li><li>Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
</li><li>Act with confidence by answering customer questions and owning customer issues.
</li><li>Maintain a position of trust and responsibility by keeping all business confidential.
</li><li>Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
</li><li>Adhere to established policies and procedures while opening/servicing the full range of Retail products.
</li><li>Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
</li><li>Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
</li><li>Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
</li></ul>SUPERVISORY RESPONSIBILITIES:
None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
<ul><li>College degree or work experience providing transferrable skills, or, combination of education and experience.
</li><li>Experience in the financial industry preferred.
</li><li>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.
</li><li>Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
</li><li>Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
</li><li>Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
</li><li>This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
</li></ul>WORKING CONDITIONS:
<ul><li>Normal office environment.
</li><li>Extending viewing of computer screens.
</li><li>This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.
</li><li>Travel outside of the affiliate will be required for various classroom training sessions.
</li></ul>Personal Banker Associate I - South Wacker
Total Base Pay Range 43,680.00 - 69,900.00 USD Annual
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html and by consulting with your talent acquisition partner.
LOCATION - Chicago, Illinois 60606
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes &ndash; no matter how they are submitted &ndash; will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and 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.</div>

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