Sales-Focused Retail Personal Banker II

Fifth Third Bank

Milton (GA)

On-site

USD 42,000 - 56,000

Full time

13 days ago

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Benefits offered by this job

Comprehensive benefits

Job summary

Fifth Third Bank is seeking a Retail Personal Banker II in the Milton, GA area. The program path leads to a Retail Personal Banker II after onboarding with rotations in Operations and Sales & Service, plus a certification upon completion.

The role emphasizes consultative sales, deposits, loans, and fee-based services, with a focus on cross-selling to existing customers and referrals to partners. Strong math, communication, and compliance with SAF E/NMLS rules are required.

Qualifications

  • College degree or work experience providing transferrable skills or combination of education and experience.
  • 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 in order to utilize good judgment in making sound decisions.
  • This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

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 (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
  • Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
  • 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 skills
Customer service
Communication
NMLS/S.A.F.E. Act knowledge

Education

College degree or transferrable experience

Job description

Fifth Third Bank is seeking a Retail Personal Banker II in the Milton, GA area. The program path leads to a Retail Personal Banker II after onboarding with rotations in Operations and Sales & Service, plus a certification upon completion.

The role emphasizes consultative sales, deposits, loans, and fee-based services, with a focus on cross-selling to existing customers and referrals to partners. Strong math, communication, and compliance with SAF E/NMLS rules are required.

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