Personal Banker I: Start in Consultative Banking

Fifth Third Bank; Franklin (TN); On-site; USD 40,000 - 54,000; Full time

Job summary

Fifth Third Bank in Brentwood/Franklin, TN is seeking candidates for a Personal Banker I through a 4–8 week onboarding and education program with rotations in operations and Sales & Service. A certification follows to validate skills for the Retail Personal Banker role, which centers on consultative sales to meet customers’ financial needs.

The position emphasizes acquiring new households and deepening relationships, with cross-selling, lobby leadership, and tele-consulting.

Qualifications

• College degree or work experience providing transferrable skills, or a combination of education and experience.
• Experience in the financial industry preferred.
• Comfort with sales activities to acquire new customers and cross-sell.
• Ability to analyze credit and financial information using maths.
• Professional representation of Fifth Third Bank in appearance and communication.
• Working knowledge of Retail policies and procedures.
• S.E.F.E. Act registration (NMLS) required at employment.

Responsibilities

• Use consultative sales to build a customer profile and identify financial needs.
• Maintain knowledge of Retail products and recommend solutions.
• Proactively reach out to customers and set appointments for reviews.
• Cross-sell to existing customers and engage in outside sales activities.
• Refer customers to partners for holistic financial solutions.
• Meet or exceed customer experience and production goals.
• Guide CSRs in sales and referral processes.
• Maintain confidentiality and uphold risk and ethics standards.

Skills

Sales skills

Customer-facing

Financial knowledge

Cross-selling

Education

College degree or work experience

Job description

Fifth Third Bank in Brentwood/Franklin, TN is seeking candidates for a Personal Banker I through a 4–8 week onboarding and education program with rotations in operations and Sales & Service. A certification follows to validate skills for the Retail Personal Banker role, which centers on consultative sales to meet customers’ financial needs.

The position emphasizes acquiring new households and deepening relationships, with cross-selling, lobby leadership, and tele-consulting.