Personal Banker I - Rotations & Certification Path

Fifth Third; Oakwood (OH); On-site; USD 36,000 - 48,000; Full time

Job summary

Fifth Third Bank in Oakwood, OH hosts a 4-8 week onboarding and education program for aspiring Retail Personal Bankers. The role focuses on consultative sales, building customer profiles, and cross-selling while handling teller duties.

It prepares candidates for a Financial Center position and emphasizes risk management, confidentiality, and ethical conduct. During training, you’ll rotate through operations and Sales & Service and earn a certification upon completion.

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 SAF 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 current and future financial needs.
• Maintain knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
• Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
• Primarily focused on cross-selling to existing customer base and engaging in outside sales activities.
• Establish close working relationships with assigned Business Partners, referring customers to provide holistic financial solutions.
• Consistently meet/exceed customer experience and production goals and contribute to revenue growth.
• Provide guidance to CSRs with respect to the sales and referral process.
• Adhere to established policies and procedures while opening/servicing the full range of Retail products.
• Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
• Keep up to date on Retail procedures to mitigate fraudulent activity and risk.

Skills

Sales

Customer service

Financial needs assessment

Education

College degree or relevant work experience

Tools

CRM software

CAMP

Job description

Fifth Third Bank in Oakwood, OH hosts a 4-8 week onboarding and education program for aspiring Retail Personal Bankers. The role focuses on consultative sales, building customer profiles, and cross-selling while handling teller duties.

It prepares candidates for a Financial Center position and emphasizes risk management, confidentiality, and ethical conduct. During training, you’ll rotate through operations and Sales & Service and earn a certification upon completion.