Retail Personal Banker II: Sales & Relationships

Fifth Third Bank, National Association

Concord (NH)

On-site

USD 42,000 - 56,000

Full time

6 days ago
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Job summary

Fifth Third Bank in Mentor, Ohio is seeking a Retail Personal Banker II after completing a 9-week onboarding and education program. The role focuses on sales development, relationship building, and promoting a full range of banking products with a consultative process.

Travel for training may be required. Successful candidates will demonstrate strong sales capability, customer service, and compliance with the NMLS/SAFE Act requirements, while contributing to risk management and customer

Qualifications

  • College degree or work experience in a relevant field.
  • NMLS/SAFE Act registration required by employment.

Responsibilities

  • Build customer profiles using consultative sales process and Financial Needs Assessment.
  • Maintain knowledge of Retail products and recommend solutions.
  • Proactively reach out to customers and set appointments for financial reviews.
  • Cross-sell to existing customers and conduct outside sales activities.
  • Refer customers to partners to provide holistic solutions.
  • Meet/exceed customer experience and production goals.
  • Assist with referrals and maintain confidentiality.

Skills

Sales experience
Customer service
Financial knowledge
NMLS registration
Communication skills

Education

College degree or work experience

Tools

CAMP marketing tools

Job description

Fifth Third Bank in Mentor, Ohio is seeking a Retail Personal Banker II after completing a 9-week onboarding and education program. The role focuses on sales development, relationship building, and promoting a full range of banking products with a consultative process.

Travel for training may be required. Successful candidates will demonstrate strong sales capability, customer service, and compliance with the NMLS/SAFE Act requirements, while contributing to risk management and customer

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