Retail Personal Banker I — Training to Elevate Banking

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

Job summary

Fifth Third Bank in Watsonville, CA, seeks candidates for a Retail Personal Banker I training program. You will rotate through operations and Sales & Service, complete a certification, and prepare to become a Personal Banker I within the Retail Personal Banker family.

You will process teller transactions, engage in cross-selling, and build relationships with customers, with a focus on local community banking and safety within bank policies.

Qualifications

• College degree or work experience providing transferrable skills, or, 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 household and small business customers 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.

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, referring customers to provide timely financial solutions.
• Consistently meet/exceed customer experience and production goals and drive year-over-year revenue growth.

Skills

Sales aptitude

Customer service

Communication skills

Math skills

Education

College degree or work experience

Job description

Fifth Third Bank in Watsonville, CA, seeks candidates for a Retail Personal Banker I training program. You will rotate through operations and Sales & Service, complete a certification, and prepare to become a Personal Banker I within the Retail Personal Banker family.

You will process teller transactions, engage in cross-selling, and build relationships with customers, with a focus on local community banking and safety within bank policies.