Personal Banker I: Growth-Focused Financial Consultant

Fifth Third; Pickerington (OH); On-site; USD 38,000 - 46,000; Full time

Job summary

Fifth Third Bank’s Personal Banker I program includes a 4-8 week onboarding with rotations in operations and Sales & Service, followed by a certification to enter the Retail Personal Banker family. The role emphasizes consultative sales to meet customers' financial needs and to grow new households and deepen existing relationships.

Bank Marts and Financial Center environments require strong customer focus, risk awareness, and adherence to policies while cross-selling Retail products and

Qualifications

• Uses consultative sales process to build customer profiles and identify financial needs.
• Knowledge of Retail consumer and small business products/services and how to match solutions.
• Proactively reaches out to customers using approved Marketing tools to set financial review appointments.

Responsibilities

• Use consultative sales to identify customer needs and build a profile.
• Cross-sell to existing customers and engage in outside sales activities.
• Develop relationships with Business Partners to provide holistic financial solutions.
• Meet or exceed customer experience and production goals.
• Support CSRs with sales and referral processes.

Skills

Consultative selling

Financial needs assessment

Cross-selling

Customer relationship building

Communication

Education

College degree or work experience

Tools

CAMP

Job description

Fifth Third Bank’s Personal Banker I program includes a 4-8 week onboarding with rotations in operations and Sales & Service, followed by a certification to enter the Retail Personal Banker family. The role emphasizes consultative sales to meet customers' financial needs and to grow new households and deepen existing relationships.

Bank Marts and Financial Center environments require strong customer focus, risk awareness, and adherence to policies while cross-selling Retail products and