Retail Financial Advisor I

Fifth Third Bank; West Allen (NY); On-site; USD 36,000 - 48,000; Full time

Job summary

Fifth Third Bank is seeking candidates for the Personal Banker I program in the United States. Selected participants will complete a 4–8 week onboarding with rotations in operations and Sales & Service, followed by a certification to qualify for Retail Personal Banker roles.

The role emphasizes a consultative sales process to meet customer needs, acquiring new households, cross-selling, and building trusted relationships while processing teller transactions as a platform member.

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.

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.

Skills

Sales experience

Customer service

Communication

Financial knowledge

Mathematical ability

Interpersonal skills

Education

College degree or work experience

Job description

Fifth Third Bank is seeking candidates for the Personal Banker I program in the United States. Selected participants will complete a 4–8 week onboarding with rotations in operations and Sales & Service, followed by a certification to qualify for Retail Personal Banker roles.

The role emphasizes a consultative sales process to meet customer needs, acquiring new households, cross-selling, and building trusted relationships while processing teller transactions as a platform member.