Personal Banker I — Financial Center Trainee

Fifth Third Bank; Midland (MI); On-site; USD 40,000 - 48,000; Full time

Job summary

Fifth Third Bank is offering a Retail Personal Banker I program designed to train candidates through a 4-8 week onboarding with rotations in operations and Sales & Service. The role centers on using consultative sales to identify and meet customer financial needs, acquiring new households and deepening relationships, and handling teller transactions as part of the platform team.

Selected candidates progress to a Retail Personal Banker I role, with a focus on cross-selling, community engagement,

Qualifications

• College degree or work experience providing transferable skills, or a combination of education and experience.
• Experience in the financial industry preferred.
• Demonstrated ability to develop comfort level with sales activities to acquire new consumer households and/or cross-sell to existing customers.
• Must be able to demonstrate understanding of advanced math functions for credit/financial analysis.
• Ability to professionally represent Fifth Third Bank in appearance and communication.

Responsibilities

• Use consultative sales process and Financial Needs Assessment to build customer profiles and identify needs.
• Maintain knowledge of Retail consumer and small business products/services and recommend solutions.
• Proactively reach out to customers using approved Marketing tools to set appointments for periodic reviews.
• Cross-sell to existing customers and conduct outside sales activities as directed.
• Collaborate with Business Partners to provide holistic financial solutions.
• Meet/exceed customer experience and production goals and contribute to revenue growth.
• Guide CSRs in sales and referral processes.
• Maintain confidentiality and adhere to Bank policies.

Skills

Sales skills

Customer service

Financial needs analysis

Communication

Education

College degree or relevant experience

Job description

Fifth Third Bank is offering a Retail Personal Banker I program designed to train candidates through a 4-8 week onboarding with rotations in operations and Sales & Service. The role centers on using consultative sales to identify and meet customer financial needs, acquiring new households and deepening relationships, and handling teller transactions as part of the platform team.

Selected candidates progress to a Retail Personal Banker I role, with a focus on cross-selling, community engagement,