Retail Personal Banker I: Build Relationships & Solutions

Fifth Third Bank, N.A.; Indianapolis (IN); On-site; USD 36,000 - 48,000; Full time

Job summary

Fifth Third Bank, N.A. in Indianapolis, IN is launching a Personal Banker I development program designed to groom candidates for a Retail Personal Banker role.

Trainees rotate through operations and Sales & Service, culminating in a certification to advance within the Retail Personal Banker family. The program emphasizes consultative selling, customer needs assessments, and cross-selling to new and existing customers.

Qualifications

• Experience in sales processes and cross-selling to customers.
• Ability to build customer profiles and assess financial needs.
• Strong communication and relationship-building skills.
• Understanding of basic financial concepts and lending/credit processes.

Responsibilities

• Use consultative sales process and needs assessment to identify financial needs.
• Maintain knowledge of Retail products/services and recommend solutions.
• Schedule appointments and conduct financial reviews with customers.
• Cross-sell to existing customers and engage in outside sales activities.
• Collaborate with internal partners to provide comprehensive financial solutions.
• Meet/exceed customer experience and production goals.
• Provide guidance to CSRs on sales and referral processes.
• Promote customer satisfaction with professionalism.

Skills

Sales aptitude

Customer service

Communication skills

Financial concepts

Education

College degree or work experience

Job description

Fifth Third Bank, N.A. in Indianapolis, IN is launching a Personal Banker I development program designed to groom candidates for a Retail Personal Banker role.

Trainees rotate through operations and Sales & Service, culminating in a certification to advance within the Retail Personal Banker family. The program emphasizes consultative selling, customer needs assessments, and cross-selling to new and existing customers.