Retail Personal Banker I: Training & Growth Path

Fifth Third Bank; Anderson (CA); On-site; USD 40,000 - 52,000; Full time

Job summary

Fifth Third Bank in Anderson, CA is seeking candidates for the Retail Personal Banker I program. The role begins with a 4–8 week onboarding and education program, including rotations in operations and Sales & Service, culminating in a certification to demonstrate the skills for the Retail Personal Banker family.

As a Financial Center-based role, you will use consultative selling to identify and meet customer needs, aiming to acquire new households and deepen relationships through in-branch and

Qualifications

• College degree or work experience providing transferable skills, or a combination of education and experience.
• Experience in the financial industry preferred.
• Demonstrated ability to develop comfort level with sales activities to acquire new consumer households or cross-sell to existing customers.
• Must understand advanced math functions for analysis of credit and financial information.
• Ability to professionally represent Fifth Third Bank in appearance and communication.
• Knowledge of Retail policies and procedures to exercise sound judgment.
• Requires SAFÉ Act registration at time of employment via NMLS.

Responsibilities

• Use consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify financial needs.
• Maintain knowledge of Retail products/services and recommend solutions using the value proposition.
• Utilize marketing tools to reach out to customers and set appointments for periodic financial reviews.
• Focus on cross-selling to the existing customer base and engage in outside sales activities as directed.
• Establish close working relationships with partner teams (Mortgage, Small Business, Commercial, Investment) for referrals.
• Meet or exceed customer experience and production goals and contribute to revenue growth.
• Provide guidance to CSRs regarding sales and referral processes.
• Promote customer satisfaction with a friendly, professional demeanor.
• Handle customer questions and own issues with accountability.

Skills

Sales skills

Customer relationships

Financial analysis

Communication skills

Ethical judgment

Education

College degree or equivalent

Job description

Fifth Third Bank in Anderson, CA is seeking candidates for the Retail Personal Banker I program. The role begins with a 4–8 week onboarding and education program, including rotations in operations and Sales & Service, culminating in a certification to demonstrate the skills for the Retail Personal Banker family.

As a Financial Center-based role, you will use consultative selling to identify and meet customer needs, aiming to acquire new households and deepen relationships through in-branch and