Entry-Level Personal Banker I — Build Client Relationships

Fifth Third Bank; Plano (TX); On-site; USD 38,000 - 60,000; Full time

Job summary

Fifth Third Bank in Richardson, Texas is recruiting for a Retail Personal Banker I through a 4-8 week onboarding and education program with rotations in operations and Sales & Service.

The Personal Banker I will use consultative sales to identify and meet financial needs, focus on acquiring new households, cross-selling, and supporting branch operations while maintaining risk controls.

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.
• This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
• Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
• Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
• Primarily focused on cross-selling to existing customer base and engaging in outside sales activities.
• Establish close working relationships with assigned Business Partners, referring customers for holistic financial solutions.
• Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth.
• Provide guidance to CSRs with respect to the sales and referral process.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
• Act with confidence by answering customer questions and owning customer issues.
• Maintain a position of trust and responsibility by keeping all business confidential.
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies.

Skills

Sales oriented

Customer focus

Professionalism

Communication

NMLS/S.E.F.E. Act knowledge

Education

College degree or relevant experience

Job description

Fifth Third Bank in Richardson, Texas is recruiting for a Retail Personal Banker I through a 4-8 week onboarding and education program with rotations in operations and Sales & Service.

The Personal Banker I will use consultative sales to identify and meet financial needs, focus on acquiring new households, cross-selling, and supporting branch operations while maintaining risk controls.