Retail Personal Banker I: Consultative Financial Solutions

Fifth Third Bank

Madison (AL)

On-site

USD 38,000 - 56,000

Full time

3 days ago

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Job summary

Fifth Third Bank seeks candidates to enter a Retail Personal Banker I program designed to develop skills through a 4-8 week onboarding with rotations in operations and Sales & Service. A certification follows to validate the ability to perform in the Retail Personal Banker role, focused on using consultative sales to meet customers’ financial needs.

The program emphasizes acquiring new households and deepening relationships via lobby leadership, aisle-time activities, and tele-consulting, while

Qualifications

College degree or work experience with transferrable skills.
Experience in the financial industry preferred.
Ability to cross-sell and build new consumer households.

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 focus on cross-selling to existing customer base and engage in outside sales activities.
Establish close working relationships with assigned Business Partners and refer customers when appropriate to provide holistic financial solutions.