Retail Personal Banker I — Client Growth & Financial Solutions

Fifth Third Bank; Cool Springs (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

Fifth Third Bank in Brentwood, TN seeks a Personal Banker I for its Retail Banking program. Selected candidates will enter a 4-8 week onboarding with rotations in operations and Sales & Service, culminating in a certification to perform as a Retail Personal Banker.

The role emphasizes consultative sales to identify customer needs, cross-selling, and establishing strong customer relationships across Financial Centers and Bank Marts.

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 with sales activities to acquire new customers and cross-sell to existing customers.
• Must demonstrate understanding of advanced math functions for credit and financial analysis.
• Ability to professionally represent Fifth Third Bank in appearance and communication.
• Knowledge of Retail policies and procedures to make sound decisions.
• S.E.F.E. Act registration (NMLS) required at time of employment.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
• Maintain knowledge of Retail products/services and recommend solutions.
• Utilize CAMP and other tools to reach out to customers and set appointments.
• Primarily focused on cross-selling to existing customers and outside sales activities.
• Establish relationships with Business Partners and refer customers for holistic financial solutions.
• Meet/exceed customer experience and production goals and contribute to revenue growth.
• Provide guidance to CSRs on sales and referral processes.
• Promote customer satisfaction with a friendly demeanor and professionalism.
• Answer customer questions and own customer issues.
• Maintain confidentiality of business information.
• Follow Code of Business Conduct and Ethics and related policies.
• Open/serve full range of Retail products.
• Participate in consumer loan and bankcard process from application to closing.
• Participate in opening/closing of Financial Center or Bank Mart as directed.
• Stay updated on Retail procedures to mitigate fraud and risk.

Skills

Sales experience

Customer service

Math skills

Communication skills

NMLS/SAFE Act knowledge

Education

College degree

Job description

Fifth Third Bank in Brentwood, TN seeks a Personal Banker I for its Retail Banking program. Selected candidates will enter a 4-8 week onboarding with rotations in operations and Sales & Service, culminating in a certification to perform as a Retail Personal Banker.

The role emphasizes consultative sales to identify customer needs, cross-selling, and establishing strong customer relationships across Financial Centers and Bank Marts.