Retail Banking Sales & Relationships Specialist

Fifth Third

Virginia

On-site

USD 40,000 - 60,000

Full time

3 days ago
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Job summary

Fifth Third Bank is launching a Retail Personal Banker II program. Selected candidates will complete a 9-week onboarding with rotations in Operations and Sales & Service, followed by a certification to work as a Retail Personal Banker II.

The role emphasizes deposits, loans, fee-based services, and customer retention through consultative sales and service. The program aims to build skills for selling a full range of banking products while maintaining high standards of customer care and risk

Qualifications

  • College degree or work experience with transferable skills.
  • Experience in the financial industry preferred.
  • Ability to develop comfort with sales activities 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 for analysis of credit and financial information.
  • Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
  • Demonstrated ability to develop a working knowledge of Retail policies and procedures.
  • This position requires S.A.F.E. Act registration at the time of employment through the 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 (e.g. onsite presentations, business sales calls, community financial literacy events).
  • Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers to provide timely, holistic financial solutions.
  • Consistently meet/exceed customer experience and production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
  • Provide guidance to CSRs with respect to the sales and referral process.
  • Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
  • Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.

Skills

Sales skills
Financial literacy
Math skills
Professionalism
Policy knowledge
NMLS/S.A.F.E. act

Education

College degree or work experience providing transferrable skills or combination of education and experience.

Job description

Fifth Third Bank is launching a Retail Personal Banker II program. Selected candidates will complete a 9-week onboarding with rotations in Operations and Sales & Service, followed by a certification to work as a Retail Personal Banker II.

The role emphasizes deposits, loans, fee-based services, and customer retention through consultative sales and service. The program aims to build skills for selling a full range of banking products while maintaining high standards of customer care and risk

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