Personal Banker Associate - Consultative Sales & Service

Fifth Third Bank, National Association; South Carolina; On-site; USD 42,000 - 66,000; Full time

Job summary

Fifth Third Bank is seeking candidates for a Retail Personal Banker I program. Selected candidates enter a 4-8 week onboarding with rotations in operations and Sales & Service, culminating in a certification to advance within the Retail Personal Banker job family.

The Personal Banker I uses a consultative sales process to identify and meet customers' financial needs, with duties including lobby leadership or aisle-time activities and tele-consulting.

Qualifications

• College degree or work experience providing transferrable skills, or a 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 households and/or cross-sell to established customers.
• Must understand advanced math functions for credit/financial analysis.
• Represent Fifth Third Bank professionally in appearance and communication.
• Knowledge of Retail policies and procedures; ability to exercise sound judgment.

Responsibilities

• Use consultative sales and Financial Needs Assessment to build customer profiles and identify financial needs.
• Maintain knowledge of Retail products/services and recommend solutions using our value proposition.
• Proactively reach out to customers and set appointments for periodic financial reviews.
• Cross-sell to existing customers and engage in outside sales activities as directed.
• Build relationships with partners (Mortgage, Small Business, Commercial, Investment) to provide holistic solutions.
• Meet/exceed customer experience and production goals and drive revenue growth.

Skills

Sales process

Customer profiling

Cross-selling

Communication

Financial knowledge

Education

College degree

Job description

Fifth Third Bank is seeking candidates for a Retail Personal Banker I program. Selected candidates enter a 4-8 week onboarding with rotations in operations and Sales & Service, culminating in a certification to advance within the Retail Personal Banker job family.

The Personal Banker I uses a consultative sales process to identify and meet customers' financial needs, with duties including lobby leadership or aisle-time activities and tele-consulting.