Retail Personal Banker I: Rotational Training & Growth

Fifth Third Bank

Carlsbad (CA)

On-site

USD 42,000 - 54,000

Full time

3 days ago
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Job summary

Fifth Third Bank in the United States is launching a Retail Personal Banker I program designed to develop banking professionals through a structured 4–8 week onboarding and education period, including rotations in operations and Sales & Service. A certification follows to validate readiness for the Retail Personal Banker role.

The position emphasizes consultative selling, new household acquisition, and deepening customer relationships via bank centers, aisles, or tele-consulting, with

Qualifications

  • College degree or work experience providing transferrable skills.
  • 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.

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 focused on cross-selling to existing customer base and engaging in outside sales activities.
  • Establish close working relationships with assigned Business Partners and refer customers to provide holistic financial solutions.
  • Consistently meet/exceed customer experience and production goals and contribute to revenue growth.

Skills

Sales experience
Customer focus
Communication skills
Analytical ability
Team collaboration

Education

College degree or equivalent

Tools

CAMP

Job description

Fifth Third Bank in the United States is launching a Retail Personal Banker I program designed to develop banking professionals through a structured 4–8 week onboarding and education period, including rotations in operations and Sales & Service. A certification follows to validate readiness for the Retail Personal Banker role.

The position emphasizes consultative selling, new household acquisition, and deepening customer relationships via bank centers, aisles, or tele-consulting, with

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