Growth-Focused Personal Banker & Advisor

Fifth Third; Texas; On-site; USD 42,000 - 54,000; Full time

Job summary

Fifth Third Bank in Fort Worth, TX is recruiting for a Retail Personal Banker II after a 4-8 week onboarding with rotations in Operations and Sales & Service. The program includes certification to transition into a sales-focused role serving deposits, loans, and fee-based services while building relationships with customers.

Expect cross-selling, consultative sales, and collaboration with partners across Mortgage, Small Business, and Commercial teams. Travel for training is required as needed.

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 when appropriate.
• Consistently meet/exceed customer experience and production goals and enhance year-over-year revenue growth.

Skills

Sales

Customer service

Financial math

Education

College degree or work experience providing transferrable skills

Job description

Fifth Third Bank in Fort Worth, TX is recruiting for a Retail Personal Banker II after a 4-8 week onboarding with rotations in Operations and Sales & Service. The program includes certification to transition into a sales-focused role serving deposits, loans, and fee-based services while building relationships with customers.

Expect cross-selling, consultative sales, and collaboration with partners across Mortgage, Small Business, and Commercial teams. Travel for training is required as needed.