Aspiring Personal Banker I: Training + Sales Growth

Fifth Third Bank, National Association

Clear Lake (IA)

On-site

USD 36,000 - 52,000

Full time

3 days ago
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Job summary

Fifth Third Bank in the United States seeks a Retail Personal Banker I candidate who will complete a 4–8 week onboarding program with rotations in operations and Sales & Service. The role emphasizes consultative selling to identify and meet customer financial needs, cross‑selling to existing customers, and building strong relationships across the branch network.

Responsibilities include processing teller transactions and collaborating with business partners to deliver holistic financial

Qualifications

  • College degree or work experience providing transferrable skills, or 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.
  • S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
  • The NMLS web site provides the MU4R questions and registration required for employment in this position.

Responsibilities

  • Use the consultative sales process and financial needs assessment to build a thorough customer profile and identify needs.
  • Maintain knowledge of Retail products/services and recommend solutions.
  • Utilize CAM P and marketing tools to reach out to customers and set appointments for reviews.
  • Cross‑sell to existing customers and participate in outside sales activities.
  • Establish close working relationships with Business Partners and refer customers for holistic solutions.
  • Meet/exceed customer experience and production goals and contribute to revenue growth.
  • Provide guidance to CSRs on sales and referral processes.
  • Promote customer satisfaction with a friendly, helpful demeanor and professionalism.

Skills

Consultative sales
Financial industry experience
Math for credit analysis
Professional appearance & comms

Education

College degree or work experience

Job description

Fifth Third Bank in the United States seeks a Retail Personal Banker I candidate who will complete a 4–8 week onboarding program with rotations in operations and Sales & Service. The role emphasizes consultative selling to identify and meet customer financial needs, cross‑selling to existing customers, and building strong relationships across the branch network.

Responsibilities include processing teller transactions and collaborating with business partners to deliver holistic financial

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