Consultative Retail Personal Banker II: Sales & Growth

Fifth Third; West Union (IA); On-site; USD 42,000 - 65,000; Full time

Job summary

Fifth Third Bank in West Union is seeking candidates for a Retail Personal Banker II program. Selected associates will rotate through Operations and Sales & Service, aiming to certify for the Retail Personal Banker role.

The position emphasizes deposits, loans, and fee-based services with a focus on relationship building and cross-selling. Upon completion, candidates may advance within the Retail Personal Banker job family.

Qualifications

• College degree or work experience providing transferrable skills.
• Experience in the financial industry preferred.
• Ability to develop comfort level with sales activities to acquire new consumer households and small business customers.
• Understanding of advanced math functions for credit and financial analysis.
• S.A.F.E. Act registration by employment start (NMLS required).

Responsibilities

• Use consultative sales process and Financial Needs Assessment to build a customer profile and identify needs.
• Maintain knowledge of Retail products/services and recommend solutions.
• Proactively reach out to customers and set appointments for financial reviews.
• Cross-sell to existing customers and engage in outside sales activities.
• Refer customers to Business Partners to provide holistic financial solutions.
• Meet/exceed customer experience and production goals and drive revenue growth.
• Guide CSRs with sales/referral processes.
• Promote customer satisfaction with professionalism and confidentiality.
• Follow policies and procedures and mitigate risk.

Skills

Sales experience

Customer service

Financial knowledge

Math skills

People skills

Education

College degree or transferrable skills

Job description

Fifth Third Bank in West Union is seeking candidates for a Retail Personal Banker II program. Selected associates will rotate through Operations and Sales & Service, aiming to certify for the Retail Personal Banker role.

The position emphasizes deposits, loans, and fee-based services with a focus on relationship building and cross-selling. Upon completion, candidates may advance within the Retail Personal Banker job family.