Personal Banker I: Consultative Finance & Customer Growth

Fifth Third Bank

Lansing (MI)

On-site

USD 42,000 - 65,000

Full time

4 days ago
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Job summary

Fifth Third Bank is seeking candidates for a Retail Personal Banker I track, beginning with a 4–8 week onboarding program including rotations in operations and Sales & Service. The role focuses on identifying customer financial needs and building relationships through consultative sales, lobby leadership, and cross-selling within a financial center or Bank Mart environment.

Successful candidates will complete a certification demonstrating readiness to perform in the Retail Personal Banker job

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 to acquire customers and cross-sell.
  • Must understand advanced math functions for credit/financial analysis.
  • Represent Fifth Third Bank professionally in appearance and communications.
  • Knowledge of Retail policies and procedures and good judgment.
  • S.A.F.E. Act registration required at employment via NMLS.

Responsibilities

  • Use consultative sales to build customer profiles and identify financial needs.
  • Maintain knowledge of Retail products/services and recommend solutions.
  • Proactively reach out to customers for periodic financial reviews.
  • Cross-sell to existing customers and engage in outside sales activities.
  • Coordinate with Mortgage, Small Business, Commercial, and Investment partners to provide holistic solutions.
  • Meet or exceed customer experience and production goals; drive revenue growth.
  • Guide CSRs on sales and referral processes.
  • Promote customer satisfaction with a friendly, professional demeanor.
  • Answer customer questions and own issues to resolution.
  • Follow Code of Conduct and ethics and company policies.

Skills

Sales ability
Customer service
Communication skills
Math skills
Professional appearance

Education

College degree or equivalent

Job description

Fifth Third Bank is seeking candidates for a Retail Personal Banker I track, beginning with a 4–8 week onboarding program including rotations in operations and Sales & Service. The role focuses on identifying customer financial needs and building relationships through consultative sales, lobby leadership, and cross-selling within a financial center or Bank Mart environment.

Successful candidates will complete a certification demonstrating readiness to perform in the Retail Personal Banker job

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