Retail Personal Banker I - Training & Growth Track

Fifth Third Bank; Nashville (TN); On-site; USD 42,000 - 52,000; Full time

Job summary

Fifth Third Bank is launching a Retail Personal Banker I program designed to develop talents through a 4-8 week onboarding with rotations in operations and Sales & Service. A certification follows to empower individuals to perform in the Retail Personal Banker role within the Financial Center or Bank Mart.

The role emphasizes proactive financial needs identification and building new and existing customer relationships.

Qualifications

• College degree or work experience providing transferrable skills.
• Experience in the financial industry preferred.
• 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.
• Must demonstrate understanding of advanced math functions for analysis of credit and financial information.
• Ability to professionally represent Fifth Third Bank in terms of appearance and communication.
• Demonstrated ability to apply Retail policies and procedures with sound judgment.
• This position requires S.A.F.E. Act registration at employment through NMLS.

Responsibilities

• Use consultative sales process and Financial Needs Assessment to build customer profiles and identify needs.
• Maintain in-depth knowledge of Retail products/services and recommend solutions.
• Utilize CAMP and other tools to reach out to customers and set appointments for reviews.
• Primarily focus on cross-selling to existing customers and engage in outside sales activities.
• Establish strong working relationships with Business Partners and refer customers for holistic solutions.
• Meet/exceed customer experience and production goals and drive revenue growth.
• Provide guidance to CSRs regarding sales and referrals.
• Promote customer satisfaction with a friendly, professional demeanor.
• Open/serve the full range of Retail products while following policies.
• Participate in consumer loan and bankcard processes from application to closing.
• Assist in opening/closing the Financial Center or Bank Mart as directed.
• Stay updated on procedures to mitigate fraud and risk.

Skills

Sales experience

Financial Needs Assessment

Customer relationship building

Communication skills

Financial products knowledge

Risk awareness

Ethical behavior

NMLS knowledge

Education

College degree

Job description

Fifth Third Bank is launching a Retail Personal Banker I program designed to develop talents through a 4-8 week onboarding with rotations in operations and Sales & Service. A certification follows to empower individuals to perform in the Retail Personal Banker role within the Financial Center or Bank Mart.

The role emphasizes proactive financial needs identification and building new and existing customer relationships.