Retail Personal Banker I: Grow Relationships & Cross-Sell

Fifth Third Bank, N.A.; Ocala (FL); On-site; USD 38,000 - 54,000; Full time

Job summary

Fifth Third Bank, N.A. in Ocala, FL is seeking candidates for the Personal Banker I role as part of a 4-8 week onboarding and education program. The program includes rotations in operations and Sales & Service with a certification upon completion.

The Personal Banker I position focuses on using a consultative sales process to identify and meet customer financial needs, acquiring new households, and deepening relationships through lobby leadership or aisle time and tele-consulting.

Qualifications

• Experience in financial services preferred.
• Ability to use sales techniques to acquire new customers and deepen relationships.
• Ability to analyze credit and financial information.
• Professional representation of the bank in appearance and communication.
• Knowledge of Retail policies and procedures.

Responsibilities

• Use consultative sales process to build customer profiles and identify financial needs.
• Maintain knowledge of Retail products and services and recommend solutions.
• Reach out to customers and set appointments for reviews.
• Cross-sell to existing customers and engage in outside sales activities.
• Collaborate with Mortgage, Small Business, Commercial and Investment partners to provide solutions.
• Meet/exceed customer experience and production goals.

Skills

Sales aptitude

Financial services experience

Strong math skills

Professional communications

Risk awareness

Education

College degree or work experience

Job description

Fifth Third Bank, N.A. in Ocala, FL is seeking candidates for the Personal Banker I role as part of a 4-8 week onboarding and education program. The program includes rotations in operations and Sales & Service with a certification upon completion.

The Personal Banker I position focuses on using a consultative sales process to identify and meet customer financial needs, acquiring new households, and deepening relationships through lobby leadership or aisle time and tele-consulting.