Retail Personal Banker II: Growth Path & Training

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

Job summary

Fifth Third Bank is looking for a motivated Retail Personal Banker II in Hayward, CA. The program trains you to develop sales and financial consultation skills, with rotations in Operations and Sales & Service to build solid customer relationships.

You will promote deposits and loans, use consultative processes, and refer clients for broader financial solutions while ensuring compliance and top customer service. Hayward-based role with ongoing training and benefits.

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.

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.
• Proactively reach out to customers and set appointments for periodic financial reviews.
• Cross-sell to the existing customer base and engage in outside sales activities.
• Establish close relationships with assigned partners to refer customers for holistic financial solutions.
• Meet/exceed customer experience and production goals and contribute to revenue growth.
• Provide guidance to CSRs with respect to the sales and referral process.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
• Handle customer questions and maintain confidentiality of business information.
• Follow code of conduct and ethics and open/close the Financial Center as directed.
• Keep up to date on Retail procedures to mitigate fraudulent activity and risk.

Skills

Sales experience

Financial industry knowledge

Customer service

Strong math skills

Education

College degree

S.A.F.E. Act registration

Job description

Fifth Third Bank is looking for a motivated Retail Personal Banker II in Hayward, CA. The program trains you to develop sales and financial consultation skills, with rotations in Operations and Sales & Service to build solid customer relationships.

You will promote deposits and loans, use consultative processes, and refer clients for broader financial solutions while ensuring compliance and top customer service. Hayward-based role with ongoing training and benefits.