Retail Personal Banker I: Advisory & Growth Focus

Fifth Third Bank; Palos Heights (IL); On-site; USD 38,000 - 52,000; Full time

Job summary

Fifth Third Bank in Illinois seeks a Retail Personal Banker I through a structured onboarding program with rotations in operations and Sales & Service. The role focuses on consultative sales and proactive customer needs assessments to build relationships and acquire new households.

The position emphasizes cross-selling, risk awareness, and upholding ethical standards while processing teller transactions and serving as a platform team member. Training leads to certification.

Qualifications

• College degree or equivalent experience.
• Experience in financial services preferred.
• Ability to develop comfort with sales activities to acquire new customers and cross-sell.
• Understanding of basic math for credit and financial information.
• Professional representation and effective communication.

Responsibilities

• Use consultative sales process to build customer profiles and identify financial needs.
• Maintain knowledge of Retail products and propose suitable solutions.
• Proactively reach out to customers using approved tools and set reviews.
• Cross-sell to existing customers and participate in outside sales activities.
• Collaborate with partners to refer customers for holistic financial solutions.
• Meet or exceed customer experience and production goals, contributing to revenue growth.
• Provide guidance to CSRs on sales and referral processes.
• Maintain customer trust and handle confidential information appropriately.
• Follow code of conduct and policies, ensuring ethical behavior.
• Assist in opening/servicing Retail products and participate in loan/bankcard processes.

Skills

Sales aptitude

Customer service

Communication skills

Financial analysis basics

Team collaboration

Education

College degree or equivalent work experience

Tools

CAMP

Job description

Fifth Third Bank in Illinois seeks a Retail Personal Banker I through a structured onboarding program with rotations in operations and Sales & Service. The role focuses on consultative sales and proactive customer needs assessments to build relationships and acquire new households.

The position emphasizes cross-selling, risk awareness, and upholding ethical standards while processing teller transactions and serving as a platform team member. Training leads to certification.