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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 acquire and deepen customer relationships. Proficient in retail consumer and small business products, with a strong focus on customer satisfaction and revenue growth.
Highest-signal resume keywords
Consultative Sales ProcessFinancial Needs AssessmentCustomer Relationship ManagementS.A.F.E. Act RegistrationRetail Consumer Products Knowledge
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 ActivitiesCross-SellingFinancial ReviewsRisk ManagementFraud PreventionOperational Policies
Soft Skills
Verbal CommunicationWritten CommunicationProfessional AppearanceSound JudgmentCustomer Satisfaction
Tools & Technologies
CAMPMarketing Tools
Certifications & Qualifications
S.A.F.E. Act Registration
Industry Keywords
Financial IndustryRetail PoliciesConsumer HouseholdsSmall Business CustomersCommunity Financial Literacy
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
- Acquire new households and deepen existing customer relationships through lobby leadership, aisle time, and tele-consulting
- Maintain knowledge of Retail consumer and small business products and recommend appropriate solutions
- Use CAMP and approved marketing tools to reach customers and set appointments for financial reviews
- Cross-sell to existing customers and participate in outside sales activities, business sales calls, presentations, and community financial literacy events
- Build relationships with Mortgage, Small Business, Commercial, and Investment partners and refer customers as appropriate
- Meet customer experience and individual/team production goals and support revenue growth
- Provide guidance to CSRs on sales and referral processes
- Promote customer satisfaction and resolve customer issues
- Process teller transactions and work as part of the platform staff
- Participate in consumer loan and bankcard processes from application through closing
- Participate in Financial Center or Bank Mart opening and closing
- Follow risk, fraud-prevention, confidentiality, ethics, and operational policies
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 exercise sound 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
- Ability to travel outside the affiliate for classroom training
- Scheduling flexibility
- Ability to work in a normal office environment with extended computer-screen viewing
Benefits
Comp & perks- Comprehensive benefits programs supporting physical, financial, emotional, and social well-being
- Differentiated compensation offerings
- Employee recognition through Total Rewards
- Training and education program
- Certification opportunity at the conclusion of the onboarding program