Personal Banker II — Growth Path & Certification

Fifth Third

West Allen (NY)

On-site

USD 38,000 - 54,000

Full time

3 days ago
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Job summary

Fifth Third Bank is recruiting for a Retail Personal Banker II in the United States. The role follows a structured 4-8 week onboarding with rotations in Operations and Sales & Service, culminating in a certification for the Personal Banker track.

The position emphasizes consultative sales, customer relationship building, and cross-selling of deposits, loans, and services. The program prepares candidates to support customers with a broad range of retail banking solutions while complying with risk

Qualifications

  • College degree or work experience providing transferrable skills.
  • Experience in the financial industry preferred.
  • Ability to engage customers and develop sales relationships.
  • Understanding of basic financial math and credit/finance concepts.
  • Professional appearance and clear communication are essential.
  • Knowledge of Retail policies and procedures is expected.
  • S.A.F.E. Act registration via NMLS is required at employment.

Responsibilities

  • Use consultative sales processes to build customer profiles and identify needs.
  • Maintain knowledge of Retail products and recommend suitable 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 and strive to exceed customer experience and revenue goals.
  • Provide guidance to CSRs on sales and referral processes.
  • Maintain confidentiality and adhere to company policies.

Skills

Sales aptitude
Financial services experience
Math proficiency
Communication skills
Professional image
Retail policies knowledge
NMLS/S.A.F.E. registration

Education

College degree or equivalent

Job description

Fifth Third Bank is recruiting for a Retail Personal Banker II in the United States. The role follows a structured 4-8 week onboarding with rotations in Operations and Sales & Service, culminating in a certification for the Personal Banker track.

The position emphasizes consultative sales, customer relationship building, and cross-selling of deposits, loans, and services. The program prepares candidates to support customers with a broad range of retail banking solutions while complying with risk

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