Retail Personal Banker I: Financial Solutions Advisor

Fifth Third Bank; Muskegon (MI); On-site; USD 38,000 - 46,000; Full time

Job summary

Fifth Third Bank in Muskegon, MI is seeking motivated candidates for the Retail Personal Banker I program. Selected individuals will rotate through operations and Sales & Service during a 4-8 week onboarding and earn a certification upon completion, preparing them to advance within the Retail Personal Banker family.

The role emphasizes consultative sales, acquiring new households, cross-selling with bank partners, and delivering friendly, professional service while maintaining confidentiality

Qualifications

• College degree or transferable work experience.
• Experience in financial services preferred.
• Ability to perform consultative sales to acquire new customers.
• S.A.F.E. Act registration via NMLS required.
• Strong math skills for credit and financial analysis.
• Professional appearance and communication.

Responsibilities

• Use consultative sales to build customer profiles and identify current and future financial needs.
• Maintain knowledge of Retail products/services and recommend solutions using the value proposition.
• Set appointments for periodic financial reviews with customers.
• Cross-sell to existing customers and engage in outside sales activities.
• Collaborate with partners to refer customers for holistic solutions.
• Meet or exceed customer experience and production goals.
• Provide guidance to CSRs on sales and referrals.
• Promote confidentiality and professional conduct.
• Follow Code of Conduct and policies; open/close processes as directed.
• Participate in consumer loan and bankcard processes from application to closing.
• Keep procedures updated to mitigate fraud and risk.

Skills

Sales skills

Communication skills

Mathematical aptitude

Customer service

NMLS compliance

Education

College degree or work experience

Job description

Fifth Third Bank in Muskegon, MI is seeking motivated candidates for the Retail Personal Banker I program. Selected individuals will rotate through operations and Sales & Service during a 4-8 week onboarding and earn a certification upon completion, preparing them to advance within the Retail Personal Banker family.

The role emphasizes consultative sales, acquiring new households, cross-selling with bank partners, and delivering friendly, professional service while maintaining confidentiality