Personal Banker - Dayton Southwest Region
Listed on 2026-07-23
-
Finance & Banking
Financial Sales -
Sales
Financial Sales
Location: Trenton
Job Title:
Personal Banker I - Dayton Southwest Region General Function
Selected candidates will be trained as a Retail Personal Banker I through a 4‑8 week onboarding and education program that includes rotations in operations and Sales & Service. Certification will be awarded upon completion. The position focuses on using the consultative sales process to proactively identify and meet customers’ financial needs.
The Person al Banker I acquires new households and deepens existing relationships through lobby leadership (Financial Centers), aisle time (Bank Marts), tele‑consulting, and processing teller transactions as part of the platform staff. The role requires accountability for risk by following policies, acting ethically, and ensuring a positive customer experience while achieving results within the bank’s risk appetite.
Essential Duties and Responsibilities- Use the consultative sales process and Financial Needs Assessment to build a comprehensive customer profile and identify current and future financial needs.
- Maintain in‑depth knowledge of retail consumer and small‑business products/services and recommend appropriate solutions using the bank’s 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 the existing customer base and engaging in outside sales activities (e.g., Membership Advantage onsite presentations, business sales calls, community financial literacy events) as directed.
- Establish close relationships with assigned business partners (Mortgage, Small Business, Commercial, and Investment) and refer customers for timely, holistic solutions.
- Consistently meet or exceed customer experience and individual/team 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 confidently, answer customer questions, and own customer issues.
- Maintain confidentiality of business and customer information.
- Follow the Bancorp Code of Business Conduct and Ethics and other related policies.
- Adhere to established policies and procedures while opening/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 current on retail procedures to mitigate fraud and risk.
None.
Minimum Knowledge, Skills, and Abilities Required- College degree or equivalent work experience providing transferable skills; or a combination of education and experience.
- Preferred experience in the financial industry.
- Demonstrated ability to develop comfort with sales activities aimed at acquiring new consumers and cross‑selling to established customers.
- Proficiency in advanced math functions for analyzing credit and financial information.
- Professional appearance and strong verbal/written communication skills.
- Strong working knowledge of retail policies and procedures, enabling sound judgment.
- Required S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Normal office environment with extended computer screen use. The program requires travel within the affiliate for training and schedule flexibility, and may require travel outside the affiliate for classroom training sessions.
BenefitsFull benefits package includes comprehensive benefits and competitive compensation. Base salary reflects the range of this pay grade, with variation based on role, skill set, experience, education, and location.
LocationTrenton, Ohio 45067.
Equal Employment OpportunityFifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
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