Retail Personal Banker II: Sales & Client Solutions

Fifth Third Bank, N.A.; Portage (MI); On-site; USD 38,000 - 52,000; Full time

Job summary

Fifth Third Bank, National Association in Portage, MI is seeking a Retail Personal Banker II track cohort through a 9-week onboarding program. The role focuses on sales development, relationship building, and promotion of deposits, loans, and fee-based services to meet customer needs.

The position emphasizes consultative sales, risk awareness, and cross-selling to an existing customer base, with rotations in Operations and Sales & Service.

Qualifications

• 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.
• 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 provides 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.
• Provide guidance to CSRs with respect to the sales and referral process.

Skills

Sales

Customer service

Communication

Teamwork

Education

College degree or equivalent

Job description

Fifth Third Bank, National Association in Portage, MI is seeking a Retail Personal Banker II track cohort through a 9-week onboarding program. The role focuses on sales development, relationship building, and promotion of deposits, loans, and fee-based services to meet customer needs.

The position emphasizes consultative sales, risk awareness, and cross-selling to an existing customer base, with rotations in Operations and Sales & Service.