Retail Personal Banker II: Rotations & Certification Program

Fifth Third Bank; Florida; On-site; USD 36,000 - 54,000; Full time

Job summary

Fifth Third Bank in Winter Garden, FL is seeking a Retail Personal Banker II through a structured onboarding and education program. The role emphasizes sales development, relationship building, and advising customers on deposits, loans, and fee-based services.

Training includes rotations in Operations and Sales & Service. Successful candidates will pursue certification upon completion and progress within the Retail Personal Banker job family, delivering specialized service and referrals with a

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 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

Math skills

Professional appearance

Education

College degree or work experience providing transferrable skills

Job description

Fifth Third Bank in Winter Garden, FL is seeking a Retail Personal Banker II through a structured onboarding and education program. The role emphasizes sales development, relationship building, and advising customers on deposits, loans, and fee-based services.

Training includes rotations in Operations and Sales & Service. Successful candidates will pursue certification upon completion and progress within the Retail Personal Banker job family, delivering specialized service and referrals with a