Retail Personal Banker II: Growth & Relationships

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

Job summary

Fifth Third Bank in Encinitas, California is offering the Retail Personal Banker II track after a 4-8 week onboarding that includes rotations in Operations and Sales & Service to develop core banking skills.

The role emphasizes consultative selling of deposits, loans and services, building customer relationships, and meeting production goals while upholding risk and ethical standards in daily customer interactions.

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.
• Must be able to analyze credit and financial information.
• Professional appearance and communication required.

Responsibilities

• Use consultative sales process and financial needs assessment to identify customer needs.
• Maintain knowledge of Retail products/services and propose solutions.
• Proactively reach out to customers and set appointments for reviews.
• Cross-sell to existing customers and engage in outside sales activities.
• Refer customers to partners for holistic financial solutions.

Skills

Sales experience

Customer relationship building

Communication skills

Analytical math skills

Education

College degree or transferable experience

Job description

Fifth Third Bank in Encinitas, California is offering the Retail Personal Banker II track after a 4-8 week onboarding that includes rotations in Operations and Sales & Service to develop core banking skills.

The role emphasizes consultative selling of deposits, loans and services, building customer relationships, and meeting production goals while upholding risk and ethical standards in daily customer interactions.