Retail Personal Banker II - Client Growth & Solutions

Fifth Third Bank

Union (KY)

On-site

USD 42,000 - 58,000

Full time

3 days ago
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Job summary

Fifth Third Bank in the United States seeks a Retail Personal Banker II after a 4-8 week onboarding program with rotations in Operations and Sales & Service. The role focuses on sales development, relationship building, and promoting deposits, loans, and fee-based services to existing and new customers.

You will use consultative selling, work with partners, and help drive cross-selling while upholding risk and ethics standards.

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.
  • 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 (mortgage.nationwidelicensingsystem.org) provides the 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).
  • Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
  • Follow established policies and procedures while opening/servicing the full range of Retail products.

Skills

Sales ability
Communication skills
Financial needs assessment
Trust and confidentiality

Education

College degree

Job description

Fifth Third Bank in the United States seeks a Retail Personal Banker II after a 4-8 week onboarding program with rotations in Operations and Sales & Service. The role focuses on sales development, relationship building, and promoting deposits, loans, and fee-based services to existing and new customers.

You will use consultative selling, work with partners, and help drive cross-selling while upholding risk and ethics standards.

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