Personal Banker II: Relationship & Growth Specialist

Fifth Third Bank; Wesley Chapel (FL); On-site; USD 36,000 - 60,000; Full time

Job summary

Fifth Third Bank is seeking candidates for its Retail Personal Banker II program in Florida. Selected individuals will complete a 4-8 week onboarding with rotations in Operations and Sales & Service, earning a certification to progress in the Retail Personal Banker role.

The role focuses on consultative sales, deposits, loans, and fee-based services, building relationships with existing customers and referrals to affiliated partners. Travel may be required during training.

Qualifications

• College degree or work experience providing transferable skills.
• 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.
• S.A.F.E. Act registration at the time of employment through 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 to provide timely, holistic financial solutions.
• Consistently meet/exceed customer experience and production goals and enhance revenue growth as measured by the Financial Center P&L.

Skills

Sales aptitude

Customer service

Financial literacy

Communication

Math skills

Education

College degree or work experience

Job description

Fifth Third Bank is seeking candidates for its Retail Personal Banker II program in Florida. Selected individuals will complete a 4-8 week onboarding with rotations in Operations and Sales & Service, earning a certification to progress in the Retail Personal Banker role.

The role focuses on consultative sales, deposits, loans, and fee-based services, building relationships with existing customers and referrals to affiliated partners. Travel may be required during training.