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Personal Banker
Fifth Third Bank. Complete a 9-week onboarding and education program with rotations in operations and Sales & Service .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative sales processes and financial needs assessments to effectively identify and meet customer financial needs. Proficient in building relationships with business partners and providing guidance on sales and referral processes while adhering to retail policies and procedures.
Highest-signal resume keywords
Consultative Sales ProcessFinancial Needs AssessmentRetail Consumer ProductsS.A.F.E. Act RegistrationCustomer Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Advanced Math FunctionsTeller TransactionsConsumer Loan ProcessingBankcard ProcessesSales Activities
Soft Skills
Verbal CommunicationWritten CommunicationCustomer ServiceProblem SolvingJudgment
Tools & Technologies
CAMPMarketing Tools
Certifications & Qualifications
S.A.F.E. Act Registration
Industry Keywords
Financial IndustryRetail PoliciesCross-SellingCustomer ExperienceRevenue Growth
About the role
Key responsibilities & impact- Complete a 9-week onboarding and education program with rotations in operations and Sales & Service
- Use the consultative sales process and Financial Needs Assessment to identify customers’ current and future financial needs
- Recommend Retail consumer and small business products and services
- Proactively contact customers and set appointments for periodic financial reviews using CAMP and approved marketing tools
- Cross-sell to existing customers and participate in outside sales activities
- Build relationships with Business Partners and refer customers for holistic financial solutions
- Meet customer experience and individual/team production goals and support revenue growth
- Provide guidance to CSRs on sales and referral processes
- Process teller transactions and work as part of platform staff
- Answer customer questions, resolve customer issues, and maintain confidentiality
- Open and service Retail products while following policies and procedures
- Participate in consumer loan and bankcard processes from application through closing
- Participate in Financial Center or Bank Mart opening and closing
- Mitigate fraudulent activity and unnecessary risk or exposure
Requirements
What you’ll need- College degree or work experience providing transferable skills, or combination of education and experience
- Experience in the financial industry preferred
- Ability to develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to established customers
- Understanding of advanced math functions for analysis of credit and financial information
- Professional appearance and verbal/written communication
- Ability to develop working knowledge of Retail policies and procedures and use good judgment
- S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS)
- Ability to travel within the affiliate for training
- Travel outside of the affiliate for classroom training
- Scheduling flexibility
Benefits
Comp & perks- Comprehensive benefits programs supporting physical, financial, emotional and social well-being
- Differentiated compensation offerings
- Employee recognition through Total Rewards