Personal Banker Associate
Listed on 2026-01-29
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Finance & Banking
Financial Sales, Banking & Finance
Overview
Make banking a Fifth Third better®. We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
General Function:
Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week onboarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to demonstrate skills necessary to perform a role within the Retail Personal Banker job family. The Person al 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 Person al Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through activities such as lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. The role requires risk awareness and adherence to policies and procedures to ensure a positive customer experience.
- Use the consultative sales process and Financial Needs Assessment to build a thorough 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 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 engage in outside sales activities as directed (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), referring customers when appropriate to provide timely, holistic financial solutions.
- Consistently meet/exceed customer experience and production goals and contribute to year-over-year revenue growth as measured by the Financial Center P&L.
- Provide guidance to CSRs with respect to the sales and referral process.
- Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
- Answer customer questions confidently and own customer issues.
- Maintain a position of trust and responsibility by keeping all business confidential.
- Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
- 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 up to date on Retail procedures in place 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 household and small business customers and/or cross-sell to established customers.
- Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
- Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
- Demonstrated ability to develop a working knowledge of Retail policies and procedures to utilize good judgment in making sound decisions.
- This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS website provides MU4R questions and registration required for employment in this position.
- Normal office environment.
- Extensive viewing of computer screens.
- Travel within the affiliate for training as well as scheduling flexibility.
- Travel outside of the affiliate will be required for classroom training sessions.
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries will vary based on role, relevant skillset, experience, education and location.
Our extensive benefits programs support the individual needs of our employees and their…
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