Retail Personal Banker I — Rotational Training & Growth

Fifth Third Bank

Woodridge (IL)

On-site

USD 42,000 - 56,000

Full time

4 days ago
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Job summary

Fifth Third Bank is seeking candidates for a Retail Personal Banker I role, with a 4-8 week onboarding and rotations in operations and Sales & Service. The program certifies you to perform within the Retail Personal Banker family while focusing on acquiring new households and deepening relationships.

The position involves processing teller transactions, cross-selling, and collaboration with Mortgage, Small Business, Commercial, and Investment partners to provide holistic financial solutions.

Qualifications

  • College degree or work experience providing transferrable skills, or a combination of education and experience.
  • Experience in the financial industry preferred.
  • Demonstrated ability to develop comfort with sales activities to acquire customers.
  • Must demonstrate understanding of advanced math functions for credit/financial analysis.
  • Represent Fifth Third Bank professionally in appearance and communication.
  • Working knowledge of Retail policies/procedures to exercise sound judgment.
  • S.A.F.E. Act registration required at employment via NMLS.

Responsibilities

  • Use consultative sales process and Financial Needs Assessment to build a customer profile and identify financial needs.
  • Maintain knowledge of Retail products/services and recommend solutions using our value proposition.
  • Utilize CAMP and approved tools to contact customers and set appointments for financial reviews.
  • Primarily focus on cross-selling to existing customers and engage in outside sales activities.
  • Establish relationships with Business Partners and refer customers for holistic financial solutions.
  • Meet/exceed customer experience and production goals and drive revenue growth.
  • Provide guidance to CSRs on sales and referral processes.
  • Promote customer satisfaction with a friendly, professional demeanor.
  • Answer customer questions and own customer issues.
  • Maintain confidentiality and follow policy and ethics standards.

Skills

Sales ability
Math skills
Communication skills
Professional appearance
Judgment
Regulatory knowledge
NMLS knowledge

Education

College degree or transferrable experience

Job description

Fifth Third Bank is seeking candidates for a Retail Personal Banker I role, with a 4-8 week onboarding and rotations in operations and Sales & Service. The program certifies you to perform within the Retail Personal Banker family while focusing on acquiring new households and deepening relationships.

The position involves processing teller transactions, cross-selling, and collaboration with Mortgage, Small Business, Commercial, and Investment partners to provide holistic financial solutions.

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