Retail Personal Banker II: Growth & Client Relationships

Fifth Third Bank; Pickerington (OH); On-site; USD 36,000 - 56,000; Full time

Job summary

Fifth Third Bank in Pickerington, OH is seeking a Retail Personal Banker II after a 4-8 week onboarding with rotations in Operations and Sales & Service, culminating in a certification to empower a sales-focused role building deposits, loans, and customer relationships.

The position emphasizes consultative sales, cross-selling to existing customers, and collaboration with partners while maintaining customer trust and meeting performance goals.

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.

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.
• Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
• Provide guidance to CSRs with respect to the sales and referral process.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
• Act with confidence by answering customer questions and owning customer issues.
• Maintain a position of trust and responsibility by keeping all business confidential.

Skills

Sales aptitude

Customer service

Communication skills

Numerical ability

Professional appearance

Education

College degree or equivalent

Job description

Fifth Third Bank in Pickerington, OH is seeking a Retail Personal Banker II after a 4-8 week onboarding with rotations in Operations and Sales & Service, culminating in a certification to empower a sales-focused role building deposits, loans, and customer relationships.

The position emphasizes consultative sales, cross-selling to existing customers, and collaboration with partners while maintaining customer trust and meeting performance goals.