Retail Personal Banker I: Growth & Cross-Sell Specialist

Fifth Third Bank; Pearland (TX); On-site; USD 35,000 - 52,000; Full time

Benefits offered by this job

Comprehensive benefits

Job summary

Fifth Third Bank in Pearland, TX is seeking candidates for a Retail Personal Banker I. Selected candidates will enter a 4–8 week onboarding with rotations in operations and Sales & Service, culminating in a certification to progress within the Retail Personal Banker job family.

The role emphasizes consultative selling, building customer relationships, and handling teller transactions as part of the platform staff. Travel within the affiliate for training is required.

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 level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
• Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
• Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
• Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
• This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Responsibilities

• Use the consultative sales process and Financial Needs Assessment 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.
• Cross-sell to existing customer base and engage in outside sales activities as directed.
• Establish close working relationships with assigned 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 with respect to the sales and referral process.
• Promote customer satisfaction with a friendly, professional demeanor.

Skills

Sales aptitude

Communication skills

Education

College degree or equivalent

Job description

Fifth Third Bank in Pearland, TX is seeking candidates for a Retail Personal Banker I. Selected candidates will enter a 4–8 week onboarding with rotations in operations and Sales & Service, culminating in a certification to progress within the Retail Personal Banker job family.

The role emphasizes consultative selling, building customer relationships, and handling teller transactions as part of the platform staff. Travel within the affiliate for training is required.