Growth-Focused Retail Personal Banker I

Fifth Third Bank; Jasper (IN); On-site; USD 36,000 - 48,000; Full time

Job summary

Fifth Third Bank in the United States is offering a Retail Personal Banker I track through a 4-8 week onboarding program with rotations in operations and Sales & Service. The program includes a certification at the end to demonstrate proficiency for the Retail Personal Banker role and build creditable customer relationships.

The position emphasizes taking a consultative approach to identify customer financial needs, cross-selling to an existing base, and supporting a strong branch-level sales

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). The NMLS web site (mortgage.nationwidelicensingsystem.org) 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 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 (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
• Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.

Skills

Sales experience

Financial services

Communication skills

Math skills

Professional appearance

NMLS registration

Education

College degree

Job description

Fifth Third Bank in the United States is offering a Retail Personal Banker I track through a 4-8 week onboarding program with rotations in operations and Sales & Service. The program includes a certification at the end to demonstrate proficiency for the Retail Personal Banker role and build creditable customer relationships.

The position emphasizes taking a consultative approach to identify customer financial needs, cross-selling to an existing base, and supporting a strong branch-level sales