Retail Personal Banker I – Training & Growth

Fifth Third Bank; Salinas (CA); On-site; USD 44,000 - 70,000; Full time

Job summary

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

The role emphasizes consultative sales, risk awareness, and cross-selling to build relationships. Travel for training is required as part of the program.

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 customers.
• Ability to analyze credit and financial information using advanced math functions.
• Professional appearance and verbal/written communication.
• Understanding Retail policies and procedures to exercise good judgment.
• S.A.F.E. Act registration at time of employment through NMLS.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build a customer profile and identify needs.
• Maintain knowledge of Retail products/services and recommend solutions using the value proposition.
• Reach out to customers using CAMP and set appointments for financial reviews.
• Cross-sell to existing customers and engage in outside sales activities.
• Establish relationships with Business Partners and refer customers for holistic solutions.
• Meet/exceed customer experience and production goals while contributing to revenue growth.
• Guide CSRs on sales and referral processes.
• Promote customer satisfaction with professionalism and care.

Skills

College degree

Financial industry experience

Sales aptitude

Credit analysis math

Professional appearance/communication

Retail policy knowledge

SAFE Act registration

Job description

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

The role emphasizes consultative sales, risk awareness, and cross-selling to build relationships. Travel for training is required as part of the program.