Personal Banker II: Growth, Sales & Customer Relationships

Fifth Third; United States; On-site; USD 40,000 - 60,000; Full time

Job summary

Fifth Third Bank in Grand Rapids, MI is seeking a Personal Banker Associate 2 after a 9-week onboarding program to develop sales skills and customer relationships. You will promote deposits, loans, and fee-based services while delivering personalized financial guidance.

The role emphasizes cross-selling, collaboration with Mortgage, Small Business, and Investment partners, and maintaining high ethical standards. This is an on-site position with growth potential.

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.
• This position requires S.A.F.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 an in-depth 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 as directed.
• Establish close working relationships with assigned Business Partners, referring customers when appropriate to provide timely, and holistic financial solutions.
• Consistently meet/exceed customer experience and production goals and enhance year-over-year revenue growth.
• Provide guidance to CSRs with respect to the sales and referral process.

Skills

Sales experience

Communication skills

Math/financial analysis

Professional appearance

Policy knowledge

S.A.F.E. Act familiarity

Education

College degree or transferrable experience

Job description

Fifth Third Bank in Grand Rapids, MI is seeking a Personal Banker Associate 2 after a 9-week onboarding program to develop sales skills and customer relationships. You will promote deposits, loans, and fee-based services while delivering personalized financial guidance.

The role emphasizes cross-selling, collaboration with Mortgage, Small Business, and Investment partners, and maintaining high ethical standards. This is an on-site position with growth potential.