Retail Personal Banker II: Training Path & Sales Growth

Fifth Third Bank; Inverness (FL); On-site; USD 42,000 - 54,000; Full time

Job summary

Fifth Third Bank in Inverness, FL is seeking a Retail Personal Banker II candidate after on-boarding and rotations in Operations and Sales & Service. The role centers on sales development, relationship building, and promoting deposits, loans, and fee-based services to customers.

The position emphasizes consultative sales, risk awareness, and delivering exceptional customer experiences while adhering to bank policies and ethical standards.

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 consumer households.
• Must be able to demonstrate understanding of advanced math functions for credit/financial analysis.
• Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
• Understanding Retail policies and procedures to use good judgment.

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 and refer customers for holistic financial solutions.
• Consistently meet/exceed customer experience and production goals and contribute to revenue growth.
• Provide guidance to CSRs with respect to the sales and referral process.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies.

Skills

Sales activities

Cross-selling

Communication (verbal/written)

Mathematical analysis for credit

Professional appearance

Education

College degree

Job description

Fifth Third Bank in Inverness, FL is seeking a Retail Personal Banker II candidate after on-boarding and rotations in Operations and Sales & Service. The role centers on sales development, relationship building, and promoting deposits, loans, and fee-based services to customers.

The position emphasizes consultative sales, risk awareness, and delivering exceptional customer experiences while adhering to bank policies and ethical standards.