Personal Banker I — Build client relationships & cross-sell

Fifth Third Bank; Frisco (TX); On-site; USD 38,000 - 47,000; Full time

Job summary

Fifth Third Bank in Frisco, Texas, is seeking candidates for a Retail Personal Banker I after completing a 4-8 week onboarding program that includes rotations in operations and Sales & Service. The program concludes with certification to demonstrate skills for the Retail Personal Banker role.

The Personal Banker I uses a consultative sales process to identify and meet customer financial needs, aiming to acquire new households and deepen relationships through lobby/aisle activities and

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 financial needs.
• Maintain knowledge of Retail consumer and small business products/services and recommend solutions.
• 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.
• Establish relationships with Business Partners and refer customers for holistic financial solutions.
• Meet/exceed customer experience and production goals and contribute to revenue growth.
• Provide guidance to CSRs regarding sales and referral processes.
• Promote courteous, professional customer service and protect confidential information.

Skills

Sales aptitude

Customer focus

Communication

Math proficiency

Education

College degree or work experience

Job description

Fifth Third Bank in Frisco, Texas, is seeking candidates for a Retail Personal Banker I after completing a 4-8 week onboarding program that includes rotations in operations and Sales & Service. The program concludes with certification to demonstrate skills for the Retail Personal Banker role.

The Personal Banker I uses a consultative sales process to identify and meet customer financial needs, aiming to acquire new households and deepen relationships through lobby/aisle activities and