Retail Personal Banker II - Training Path to Sales Mastery

Fifth Third Bank

Milford Charter Township (MI)

On-site

USD 42,000 - 54,000

Full time

4 days ago
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Job summary

Fifth Third Bank is offering a Retail Personal Banker II program designed to fast-track associates through on-boarding with rotations in Operations and Sales & Service. The role focuses on consultative selling, building client relationships, and promoting a broad range of banking products.

The program includes a certification at completion and a pathway into the Retail Personal Banker job family. The position emphasizes risk-aware behavior, customer-centric service, and cross-functional

Qualifications

  • College degree or work experience providing transferrable skills.
  • 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.
  • Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
  • Demonstrated ability to develop a working knowledge of Retail policies and procedures to use good judgment in decisions.
  • This position requires S.A.F.E. Act registration at time of employment via the NMLS.

Responsibilities

  • Use consultative sales process and Financial Needs Assessment to build a customer profile and identify needs.
  • Maintain in-depth knowledge of Retail products and services and recommend solutions.
  • Utilize marketing tools to reach out to customers and set appointments for reviews.
  • Cross-sell to existing customers and engage in outside sales activities as directed.
  • Establish relationships with Business Partners to refer customers for holistic solutions.
  • Meet/exceed customer experience and revenue goals as measured by P&L.

Skills

Sales experience
Customer service
Communication skills
Math skills
NMLS/S.A.F.E. Act knowledge

Education

College degree or transferable work experience

Job description

Fifth Third Bank is offering a Retail Personal Banker II program designed to fast-track associates through on-boarding with rotations in Operations and Sales & Service. The role focuses on consultative selling, building client relationships, and promoting a broad range of banking products.

The program includes a certification at completion and a pathway into the Retail Personal Banker job family. The position emphasizes risk-aware behavior, customer-centric service, and cross-functional

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