Retail Personal Banker I: Growth & Solutions Pro

Fifth Third Bank; Bellaire (TX); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

Total rewards

Job summary

Fifth Third Bank in Bellaire, TX is seeking candidates for a Retail Personal Banker I program. Selected individuals will complete a 4–8 week onboarding, including rotations in operations and Sales & Service, with a certification upon completion to move into the Personal Banker I role.

The role emphasizes consultative sales to meet customer needs, acquiring new households, and deepening relationships through lobby leadership or tele-consulting.

Qualifications

• College degree or work experience providing transferrable skills.
• Experience in the financial industry preferred.
• Demonstrated ability to develop comfort level with sales activities to acquire new consumer households and/or cross-sell.
• Must be able to demonstrate understanding of advanced math functions for credit/financial analysis.
• Demonstrated ability to professionally represent Fifth Third Bank and its policies, with strong communication skills.
• This position requires S.A.F.E. Act registration at the time of employment through NMLS.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build a customer profile and identify financial needs.
• Maintain in-depth knowledge of Retail products/services and recommend solutions using the value proposition.
• Proactively reach out to customers and set appointments for financial reviews.
• Cross-sell to existing customers and engage in outside sales activities as directed.
• Establish relationships with 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 the sales and referral process.
• Promote customer satisfaction with a professional demeanor and confidentiality.
• Follow policies and procedures while opening/servicing Retail products.
• Participate in consumer loan and bankcard processes from application to closing.

Skills

Sales ability

Customer service

Math skills

Professional communication

NMLS knowledge

Education

College degree or equivalent

Job description

Fifth Third Bank in Bellaire, TX is seeking candidates for a Retail Personal Banker I program. Selected individuals will complete a 4–8 week onboarding, including rotations in operations and Sales & Service, with a certification upon completion to move into the Personal Banker I role.

The role emphasizes consultative sales to meet customer needs, acquiring new households, and deepening relationships through lobby leadership or tele-consulting.