Banking Pro: Personal Banker I (4–8 Week Training)

Fifth Third Bank; Dallas (TX); On-site; USD 42,000 - 54,000; Full time

Job summary

Fifth Third Bank is seeking candidates for a Retail Personal Banker I program in the Dallas area. The program runs 4-8 weeks with onboarding, education, and rotations in operations and Sales & Service, culminating in a certification to perform the Retail Personal Banker role.

The position emphasizes consultative sales to meet customer financial needs, acquisition of new households, and deepening relationships with existing customers while handling teller transactions and contributing to risk

Qualifications

• College degree or work experience providing transferrable skills.
• Experience in the financial industry preferred.
• Demonstrated ability to develop comfort level with sales activities to acquire customers and cross-sell.
• Ability to analyze credit and financial information using advanced math functions.
• Represent Fifth Third Bank professionally in appearance and communication.
• Knowledge of Retail policies and procedures for sound judgments.
• S.A.F.E. Act registration required at employment via NMLS.

Responsibilities

• Use consultative sales and Financial Needs Assessment to profile customers and identify needs.
• Maintain knowledge of Retail products/services and recommend solutions.
• Reach out to customers and set appointments for periodic reviews.
• Cross-sell to existing customers and engage in outside sales activities as directed.
• Build relationships with Business Partners to provide holistic financial solutions.
• Meet/exceed customer experience and production goals and drive revenue growth.
• Guide CSRs on sales and referral processes.
• Promote customer satisfaction with a friendly, professional demeanor.
• Answer customer questions and own customer issues.
• Maintain confidentiality of business information.
• Adhere to Bank's Code of Conduct and policies.
• Open/serve Retail products within policy and procedure.
• Participate in consumer loan and bankcard processes from application to closing.
• Assist in opening/closing processes of Financial Center or Bank Mart.
• Stay updated on Retail procedures to mitigate risk.

Skills

Consultative sales

Customer needs assessment

Relationship building

Communication

Financial literacy

Education

College degree or transferrable skills

Job description

Fifth Third Bank is seeking candidates for a Retail Personal Banker I program in the Dallas area. The program runs 4-8 weeks with onboarding, education, and rotations in operations and Sales & Service, culminating in a certification to perform the Retail Personal Banker role.

The position emphasizes consultative sales to meet customer financial needs, acquisition of new households, and deepening relationships with existing customers while handling teller transactions and contributing to risk