Retail Personal Banker II: Training & Growth Path

Fifth Third Bank, N.A.

Duluth (GA)

On-site

USD 42,000 - 64,000

Full time

4 days ago
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Job summary

Fifth Third Bank, N.A. in Duluth, GA is seeking a Retail Personal Banker II after completion of a 4-8 week onboarding program with rotations in Operations and Sales & Service.

The role focuses on deposits, loans, and fee-based services while building customer relationships through consultative sales. The position emphasizes cross-selling, partnership with Mortgage, Small Business, and Commercial teams, and adherence to risk policies to ensure a positive customer experience.

Qualifications

  • College degree or work experience providing transferrable skills.
  • Experience in the financial industry preferred.
  • Demonstrated ability to develop comfort level with sales activities to acquire new customers.
  • Must understand advanced math for credit/financial analysis.
  • Ability to professionally represent Fifth Third Bank.
  • S.A.F.E. Act registration via NMLS is required.

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.
  • Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate.
  • 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.
  • Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
  • Adhere to established policies and procedures while opening/servicing the full range of Retail products.
  • Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
  • Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
  • Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.

Skills

Sales ability
Customer focus
Communication
Math skills

Education

College degree

Job description

Fifth Third Bank, N.A. in Duluth, GA is seeking a Retail Personal Banker II after completion of a 4-8 week onboarding program with rotations in Operations and Sales & Service.

The role focuses on deposits, loans, and fee-based services while building customer relationships through consultative sales. The position emphasizes cross-selling, partnership with Mortgage, Small Business, and Commercial teams, and adherence to risk policies to ensure a positive customer experience.

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