Retail Personal Banker I: Build Relationships & Grow Revenue

Fifth Third Bank

Charlotte (NC)

On-site

USD 42,000 - 54,000

Full time

6 days ago
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Job summary

Fifth Third Bank in Charlotte, NC, is seeking ambitious candidates for a Retail Personal Banker I program. Selected individuals will complete a 4-8 week onboarding with rotations in operations and Sales & Service, earning a certification to advance within the Retail Personal Banker family.

The role also involves teller duties and proactive relationship-building with customers. You will develop relationships, cross-sell bank products, and collaborate with Mortgage, Small Business, and Commercial

Qualifications

  • College degree or equivalent work experience.
  • Experience in financial industry preferred.
  • Sales aptitude to acquire new customers.
  • Strong math for credit analysis.
  • Professional appearance and communication.
  • S.A.F.E. Act registration required at employment.

Responsibilities

  • Use consultative sales to build customer profiles.
  • Know Retail products and recommend solutions.
  • Set appointments for financial reviews.
  • Cross-sell to existing customers and assist in outside sales.
  • Coordinate with Mortgage, Small Biz, Commercial partners.
  • Meet customer experience and revenue goals.
  • Guide CSRs on sales and referral processes.
  • Maintain customer confidentiality and ethical conduct.
  • Open/close Financial Center or Bank Mart as directed.
  • Stay updated on procedures to mitigate fraud.

Skills

Sales experience
Financial services
Communication skills
Math skills
Banking products
NMLS ready

Education

College degree

Job description

Fifth Third Bank in Charlotte, NC, is seeking ambitious candidates for a Retail Personal Banker I program. Selected individuals will complete a 4-8 week onboarding with rotations in operations and Sales & Service, earning a certification to advance within the Retail Personal Banker family.

The role also involves teller duties and proactive relationship-building with customers. You will develop relationships, cross-sell bank products, and collaborate with Mortgage, Small Business, and Commercial

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