Retail Personal Banker II: Growth & Solutions

Fifth Third; United States; On-site; USD 36,000 - 48,000; Full time

Job summary

Fifth Third Bank is seeking a highly motivated Retail Personal Banker II candidate for Carmel, IN. After a 4-8 week onboarding, candidates rotate through Operations and Sales & Service, earning a certification to advance within the Retail Personal Banker family.

The role emphasizes consultative sales, cross-selling deposits, loans, and fee-based services, while maintaining customer trust and a high level of service.

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.
• 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.

Skills

Sales experience

Customer service

Financial math

Communication

Banking knowledge

Education

College degree or work experience

Job description

Fifth Third Bank is seeking a highly motivated Retail Personal Banker II candidate for Carmel, IN. After a 4-8 week onboarding, candidates rotate through Operations and Sales & Service, earning a certification to advance within the Retail Personal Banker family.

The role emphasizes consultative sales, cross-selling deposits, loans, and fee-based services, while maintaining customer trust and a high level of service.