Retail Personal Banker II - Relationship & Sales Specialist

Fifth Third Bank; Naples (FL); On-site; USD 42,000 - 68,000; Full time

Job summary

Fifth Third Bank in Naples, FL is seeking candidates for a Retail Personal Banker II track, following a 4-8 week onboarding with rotations in Operations and Sales & Service. The program concludes with certification and progression into the Retail Personal Banker job family, emphasizing consultative selling and relationship building.

Expected duties include cross-selling to the existing base, partnering with Mortgage, Small Business, and Investment teams, and achieving revenue goals while

Qualifications

• College degree or work experience providing transferrable skills.
• Experience in the financial industry preferred.
• Ability to sell to consumer households and small business customers.
• Must demonstrate understanding of basic math for credit analysis.
• Professional appearance and strong communication skills.
• NMLS registration required at time of employment.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build a customer profile and identify financial needs.
• Maintain deep knowledge of Retail products/services and recommend solutions using the value proposition.
• Utilize CAMP and approved marketing tools to reach out to customers and set reviews.
• Primarily focus on cross-selling to existing customers and outside sales activities as directed.
• Establish relationships with Business Partners and refer customers for holistic solutions.
• Meet or exceed customer experience and production goals; contribute to revenue growth.
• Provide guidance to CSRs on sales and referral processes.
• Promote satisfaction with a friendly, professional demeanor.
• Answer customer questions and own customer issues; maintain confidentiality.
• Follow Code of Business Conduct and Ethics and opening/servicing policies.

Skills

Sales experience

Customer service

Financial needs assessment

Cross-selling

NMLS registration

Education

College degree or transferrable experience

Tools

CAMP

Job description

Fifth Third Bank in Naples, FL is seeking candidates for a Retail Personal Banker II track, following a 4-8 week onboarding with rotations in Operations and Sales & Service. The program concludes with certification and progression into the Retail Personal Banker job family, emphasizing consultative selling and relationship building.

Expected duties include cross-selling to the existing base, partnering with Mortgage, Small Business, and Investment teams, and achieving revenue goals while