Retail Personal Banker II: Sales & Relationship Builder

Fifth Third

Gaylord (MI)

On-site

USD 42,000 - 65,000

Full time

14 days+
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Onboarding & Training

Job summary

Fifth Third Bank in Gaylord, MI is recruiting for a Retail Personal Banker II track starting with a 9-week onboarding and education program including rotations in Operations and Sales & Service. The role focuses on sales development and relationship building, promoting deposits and loans while delivering exceptional customer care.

Graduates will pursue progression to the Retail Personal Banker II role, with ongoing risk awareness and adherence to bank policies.

Qualifications

  • College degree or work experience with transferrable skills.
  • Experience in the financial industry preferred.
  • S.A.F.E. Act registration required (NMLS).
  • Strong math skills for credit and financial analysis.

Responsibilities

  • Use consultative sales process to build a customer profile and identify needs.
  • Maintain knowledge of Retail products/services and recommend 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 to provide holistic financial solutions.
  • Meet/exceed customer experience and production goals; drive revenue growth.
  • Guide CSRs on sales/referral processes.
  • Promote customer satisfaction with professional demeanor.
  • Follow policies and mitigate risk in daily activities.

Skills

Consultative sales
Customer relationship building
Financial Needs Assessment
Communication skills

Education

College degree or equivalent experience

Tools

CAMP and Marketing tools

Job description

Fifth Third Bank in Gaylord, MI is recruiting for a Retail Personal Banker II track starting with a 9-week onboarding and education program including rotations in Operations and Sales & Service. The role focuses on sales development and relationship building, promoting deposits and loans while delivering exceptional customer care.

Graduates will pursue progression to the Retail Personal Banker II role, with ongoing risk awareness and adherence to bank policies.

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