Personal Banker II - Portage Michigan

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Consultative sales","Relationship building","Risk awareness","Professional communication","Confidentiality"]

Become a Retail Personal Banker II by completing a 9-week onboarding and education program with rotations across Operations and Sales & Service. In this sales role, you’ll build customer relationships and drive deposit, loan, and fee-based service growth using consultative sales and Financial Needs Assessment. You’ll use approved marketing tools for outreach, cross-sell to existing customers, support referrals with business partners, and help maintain a great customer experience while following risk and ethics policies.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Personal Banker II - Portage Michigan

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Last checked: 3 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker II by completing a 9-week onboarding and education program with rotations across Operations and Sales & Service. In this sales role, you’ll build customer relationships and drive deposit, loan, and fee-based service growth using consultative sales and Financial Needs Assessment. You’ll use approved marketing tools for outreach, cross-sell to existing customers, support referrals with business partners, and help maintain a great customer experience while following risk and ethics policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
  • •Recommend solutions by maintaining in-depth knowledge of retail consumer and small business products and services.
  • •Proactively reach out to customers using CAMP and approved marketing tools to set appointments for periodic financial reviews.
  • •Drive cross-selling through outside sales activities and membership/community financial literacy events as directed.
  • •Meet/exceed customer experience and production goals, guide CSRs on sales/referral process, and own sourced loans through closing.
Travel: Low travel

Key Requirements

  • •College degree or work experience with transferrable skills, or a combination of education and experience.
  • •Experience in the financial industry is preferred.
  • •Ability to develop comfort level with sales activities to acquire new consumer/small business customers and cross-sell to established customers.
  • •Understanding of advanced math functions to analyze credit and financial information.
  • •Ability to represent the bank professionally in appearance and verbal/written communication.
Experience:Financial industryConsumer bankingSmall business
Education:Bachelor's
Skills:Consultative salesRelationship buildingRisk awarenessProfessional communicationConfidentiality
Licenses:S.A.F.E. Act registration (NMLS MU4R)

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cincinnati, United States
Founded: 1858
Glassdoor
Glassdoor: 3.7
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