Personal Banker
Listed on 2026-07-14
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Finance & Banking
Financial Sales, Retail Banking
Make banking a Fifth Third better
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Retail Personal Banker I – Solon, OhioLocation:
Solon, OH 44139
Selected candidates are intended to become a Retail Personal Banker I after completing a 9‑week onboarding and education program that includes rotations in operations, Sales & Service, and other functional areas.
The candidate will complete a certification at the conclusion of the program to demonstrate the skills needed to perform effectively within the Retail Personal Banker job family.
The Retail Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The role focuses on acquiring new households and/or deepening existing customer relationships through a variety of activities, including customer interaction in lobby leadership, aisle time, tele‑consulting, and teller transactions as part of platform staff responsibilities.
Essential Duties and Responsibilities- Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
- Maintain an in‑depth knowledge of retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
- Utilize CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
- Primarily focus on cross‑selling to existing customer base and engaging in outside sales activities (e.g., membership advantage onsite presentations, business sales calls, community financial literacy events).
- Establish close working relationships with assigned business partners (Mortgage, Small Business, Commercial and Investment) and refer customers when appropriate to provide timely, holistic financial solutions.
- Consistently meet or exceed customer experience and production goals and enhance year‑over‑year revenue growth as measured by the Financial Center P&L.
- Provide guidance to CSRs regarding the sales and referral process.
- Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
- Act with confidence by answering customer questions and owning customer issues.
- Maintain a position of trust by keeping all business confidential.
- Follow the Bancorp Code of Business Conduct and Ethics and related policies, maintaining ethical behavior at all times.
- Adhere to established policies and procedures while opening and servicing the full range of retail products.
- Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
- Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
- Keep up to date on retail procedures designed to mitigate fraudulent activity and unnecessary risk or exposure.
None.
Minimum Knowledge,Skills and Abilities
Required
- College degree or work experience providing transferable skills, or a combination of education and experience.
- Experience in the financial industry preferred.
- Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer households and small businesses, and/or cross‑sell to established customers.
- Ability to demonstrate understanding of advanced math functions that enable analysis of credit and financial information.
- Professional appearance and proficient verbal/written communication skills.
- Working knowledge of retail policies and procedures to make sound decisions.
- Requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS website provides the MU4R questions and registration required for this position.
- Normal office environment.
- Extended viewing of computer screens.
- Required travel within the affiliate for training and scheduling flexibility.
- Travel outside the affiliate required for classroom training sessions.
The base…
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