Personal Banker I: Start in Consultative Banking & Sales

Fifth Third Bank; Long Beach (CA); On-site; USD 42,000 - 66,000; Full time

Job summary

Fifth Third Bank in California offers a Retail Personal Banker I track with a 4–8 week onboarding and rotations in operations and Sales & Service. A certification follows to validate the ability to perform within the Retail Personal Banker job family.

The role emphasizes consultative sales to meet customer financial needs, acquiring new households, cross-selling, and processing teller transactions as part of the platform staff. Training includes risk management and policy adherence.

Qualifications

• College degree or work experience providing transferrable skills.
• Experience in the financial industry preferred.
• Ability to develop comfort level with sales activities to acquire new consumer households and small business customers.
• Ability to analyze credit and financial information.
• Professional appearance and strong verbal/written communication.
• Knowledge of Retail policies and procedures.

Responsibilities

• Use consultative sales process and financial needs assessment to identify client needs.
• Maintain knowledge of Retail products and services and suggest appropriate solutions.
• Proactively reach out to customers and set appointments for financial reviews.
• Cross-sell to existing customers and engage in outside sales activities.
• Collaborate with Business Partners to provide holistic financial solutions.
• Meet or exceed customer experience and production goals.

Skills

Sales aptitude

Customer engagement

Communication skills

Numerical skills

Education

College degree or equivalent experience

Job description

Fifth Third Bank in California offers a Retail Personal Banker I track with a 4–8 week onboarding and rotations in operations and Sales & Service. A certification follows to validate the ability to perform within the Retail Personal Banker job family.

The role emphasizes consultative sales to meet customer financial needs, acquiring new households, cross-selling, and processing teller transactions as part of the platform staff. Training includes risk management and policy adherence.