Retail Personal Banker II: Growth, Advisor & Solutions

Fifth Third Bank; Cincinnati (OH); On-site; USD 42,000 - 64,000; Full time

Job summary

Fifth Third Bank in Cincinnati, OH is seeking a Retail Personal Banker II to participate in a 4-8 week onboarding program and advance to a sales-focused role dedicated to building customer relationships and promoting a full range of banking products.

The position emphasizes consultative selling, financial needs assessment, and collaboration with Mortgage, Small Business, and Commercial partners to deliver holistic financial solutions. Travel for training may be required.

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.
• Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
• 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 (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
• Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
• Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.

Skills

Sales experience

Customer service

Financial services knowledge

Education

College degree or equivalent

Tools

NMLS registration

Job description

Fifth Third Bank in Cincinnati, OH is seeking a Retail Personal Banker II to participate in a 4-8 week onboarding program and advance to a sales-focused role dedicated to building customer relationships and promoting a full range of banking products.

The position emphasizes consultative selling, financial needs assessment, and collaboration with Mortgage, Small Business, and Commercial partners to deliver holistic financial solutions. Travel for training may be required.