Personal Banker I: Growth Pathway & Financial Solutions

Fifth Third Bank

Bay City (MI)

On-site

USD 38,000 - 52,000

Full time

14 days+

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Job summary

Fifth Third Bank in Bay City, Michigan..., participates in a 9-week onboarding and education program that leads to a Retail Personal Banker I role. The program includes rotations in operations and Sales & Service, culminating in a certification to demonstrate required skills for the Retail Personal Banker family.

The role emphasizes consultative selling to identify financial needs, cross-selling to a growing customer base, and collaboration with Mortgage/Small Business teams, while adhering to

Qualifications

  • College degree or work experience providing transferrable skills.
  • Experience in the financial industry preferred.
  • Ability to develop comfort with sales activities to acquire new consumer households and/or cross-sell to existing customers.
  • Demonstrated understanding of advanced math functions for credit and financial analysis.
  • Professional representation of Fifth Third Bank in appearance and communication.

Responsibilities

  • Identify customer financial needs using consultative sales process.
  • Maintain knowledge of Retail products/services and recommend solutions.
  • Proactively reach out to customers and set appointments for financial reviews.
  • Cross-sell to existing customers and participate in outside sales activities as directed.
  • Collaborate with Business Partners to provide holistic financial solutions.
  • Meet or exceed customer experience and production goals.

Skills

Sales aptitude
Customer service
Financial literacy
Professional communication
Mathematical analysis
Policy knowledge
Interpersonal skills

Education

College degree or equivalent experience

Job description

Fifth Third Bank in Bay City, Michigan..., participates in a 9-week onboarding and education program that leads to a Retail Personal Banker I role. The program includes rotations in operations and Sales & Service, culminating in a certification to demonstrate required skills for the Retail Personal Banker family.

The role emphasizes consultative selling to identify financial needs, cross-selling to a growing customer base, and collaboration with Mortgage/Small Business teams, while adhering to

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