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Personal Banker
Fifth Third Bank. Complete a 4–8 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 while maintaining a strong understanding of retail consumer and small business products. Capable of building relationships with various partners and managing risks in accordance with banking policies.
Highest-signal resume keywords
Consultative Sales ProcessFinancial Needs AssessmentRetail Consumer ProductsS.A.F.E. Act RegistrationRisk 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 ProcessesBankcard ProcessesCross-SellingFinancial Review AppointmentsRetail Policies and ProceduresSales ActivitiesCustomer Experience GoalsConfidentiality Maintenance
Soft Skills
Verbal CommunicationWritten CommunicationRelationship BuildingSound JudgmentScheduling Flexibility
Tools & Technologies
CAMPMarketing Tools
Certifications & Qualifications
S.A.F.E. Act Registration
Industry Keywords
Financial IndustryRetail BankingConsumer BankingSmall Business BankingFraud Mitigation
About the role
Key responsibilities & impact- Complete a 4–8 week onboarding and education program with rotations in operations and Sales & Service
- Use the consultative sales process and Financial Needs Assessment to identify customer and prospect financial needs
- Maintain knowledge of Retail consumer and small business products and recommend appropriate solutions
- Use CAMP and approved marketing tools to contact customers and set financial review appointments
- Cross-sell to existing customers and participate in outside sales activities
- Build relationships with Mortgage, Small Business, Commercial, and Investment partners and make referrals
- Meet or exceed customer experience and individual/team production goals
- Provide guidance to CSRs on sales and referral processes
- Process teller transactions and work as part of the 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 processes
- Monitor Retail procedures to mitigate fraud and unnecessary risk or exposure
- Manage and report risks in accordance with the Bank’s risk appetite
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
- Scheduling flexibility
- Ability to travel outside the affiliate for classroom training sessions
Benefits
Comp & perks- Comprehensive benefits programs supporting physical, financial, emotional, and social well-being
- Differentiated compensation offerings
- Training and education program
- 4–8 week onboarding program
- Certification opportunity at the conclusion of the program