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Personal Banker I
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 consumer and small business products. Proven ability to build relationships, cross-sell effectively, and meet production goals while adhering to compliance and risk management policies.
Highest-signal resume keywords
Consultative SalesFinancial Needs AssessmentS.A.F.E. Act RegistrationRetail Consumer Products KnowledgeCustomer 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 Transactions ProcessingConsumer Loan ProcessesBankcard ProcessesSales ActivitiesFinancial Review AppointmentsRisk ManagementFraud PreventionCompliance Policies
Soft Skills
Verbal CommunicationWritten CommunicationCustomer SatisfactionProblem ResolutionTeam Collaboration
Tools & Technologies
CAMPMarketing Tools
Certifications & Qualifications
S.A.F.E. Act Registration
Industry Keywords
Financial IndustryRetail PoliciesSmall BusinessMortgageCommercialInvestment
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
- Maintain knowledge of Retail consumer and small business products and recommend 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 customer-experience and individual/team production goals and support revenue growth
- Provide guidance to CSRs on sales and referrals
- Promote customer satisfaction and resolve customer issues
- Process teller transactions and work as platform staff
- Open and service Retail products and participate in consumer loan and bankcard processes
- Participate in Financial Center or Bank Mart opening and closing
- Follow risk-management, fraud-prevention, confidentiality, ethics, and compliance policies
Requirements
What you’ll need- College degree or work experience providing transferrable 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 required at employment through the Nationwide Mortgage Licensing System (NMLS)
- Ability to travel within the affiliate for training
- 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