Retail Personal Banker: Consultative Sales & Relationships

Fifth Third Bank; Cincinnati (OH); On-site; USD 42,000 - 60,000; Full time

Job summary

Fifth Third Bank in Cincinnati Westside is seeking a Retail Personal Banker I after a 4-8 week onboarding program. The role focuses on consultative sales to identify and meet customer financial needs, acquire new households, and deepen relationships through lobby leadership or aisle activities and tele-consulting.

The position requires the ability to meet cross-sell targets, collaborate with partners, and provide excellent customer service while handling teller transactions.

Qualifications

• College degree or equivalent experience.
• Experience in financial industry preferred.
• Ability to analyze credit and financial information.
• S.A.F.E. Act registration required.

Responsibilities

• Use the consultative sales process 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.
• 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. presentations, calls, events).
• Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment) and refer customers for holistic solutions.
• Consistently meet/exceed customer experience and production goals and contribute to year-over-year revenue growth.
• Provide guidance to CSRs with respect to the sales and referral process.
• Promote customer satisfaction with a friendly, professional demeanor and ethics.
• Adhere to policies while opening/servicing the full range of Retail products.

Skills

Sales experience

Customer service

Communication skills

Financial knowledge

S.A.F.E. Act knowledge

Education

College degree or equivalent

Job description

Fifth Third Bank in Cincinnati Westside is seeking a Retail Personal Banker I after a 4-8 week onboarding program. The role focuses on consultative sales to identify and meet customer financial needs, acquire new households, and deepen relationships through lobby leadership or aisle activities and tele-consulting.

The position requires the ability to meet cross-sell targets, collaborate with partners, and provide excellent customer service while handling teller transactions.