Retail Personal Banker I — Training & Growth

Fifth Third Bank; Kansas City (MO); On-site; USD 35,000 - 50,000; Full time

Job summary

Fifth Third Bank in Jackson, Michigan is offering a Personal Banker I program designed to develop future leaders in retail banking. Selected candidates complete a 9-week onboarding and education program with rotations in operations and Sales & Service, culminating in a certification to perform as a Retail Personal Banker.

The role focuses on using consultative selling to identify and meet financial needs, acquiring new households, deepening relationships, and supporting a range of Retail

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 level with sales activities designed to acquire new consumer households 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). The NMLS web site provides MU4R questions and registration required for employment in this position.

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 using our value proposition.
• 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 (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate.
• Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth.
• Provide guidance to CSRs with respect to the sales and referral process.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
• Act with confidence by answering customer questions and owning customer issues.
• Maintain a position of trust and responsibility by keeping all business confidential.
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies.
• Adhere to established policies and procedures while opening/servicing the full range of Retail products.
• Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.

Skills

Sales skills

Customer service

Communication skills

Financial analysis

Job description

Fifth Third Bank in Jackson, Michigan is offering a Personal Banker I program designed to develop future leaders in retail banking. Selected candidates complete a 9-week onboarding and education program with rotations in operations and Sales & Service, culminating in a certification to perform as a Retail Personal Banker.

The role focuses on using consultative selling to identify and meet financial needs, acquiring new households, deepening relationships, and supporting a range of Retail