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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 and financial needs assessment, with a strong understanding of retail banking products and services. Proven ability to build relationships with partners and meet customer experience and production goals while adhering to ethical standards.
Highest-signal resume keywords
Consultative SalesFinancial Needs AssessmentRetail Banking 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 FunctionsFinancial AnalysisCross-SellingConsumer Loan ProcessingBankcard Processing
Soft Skills
Verbal CommunicationWritten CommunicationProblem SolvingCustomer Service
Tools & Technologies
CAMPMarketing Tools
Certifications & Qualifications
S.A.F.E. Act Registration
Industry Keywords
Financial IndustryRetail PoliciesConfidentialityFraud MitigationCustomer Experience
About the role
Key responsibilities & impact- Complete a 4–8 week onboarding and education program with rotations in operations and Sales & Service
- Use consultative sales and Financial Needs Assessment to identify customer financial needs
- Recommend Retail consumer and small business products and services
- Use CAMP and approved marketing tools to contact customers and set financial-review appointments
- Cross-sell to existing customers and conduct outside sales activities
- Build relationships with Mortgage, Small Business, Commercial, and Investment partners and refer customers
- Meet customer-experience and production goals and support revenue growth
- Guide CSRs on sales and referral processes
- Answer customer questions, resolve customer issues, and maintain confidentiality
- Open and service Retail products while following policies and ethical standards
- Participate in consumer loan and bankcard processes from application through closing
- Participate in Financial Center or Bank Mart opening and closing
- Follow procedures to mitigate fraud and other risks
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
- Working knowledge of Retail policies and procedures and sound judgment
- S.A.F.E. Act registration at 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
- Normal office environment and 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