Personal Banker Associate I (Plymouth-Nixon
Listed on 2026-08-12
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Finance & Banking
Financial Sales -
Sales
Financial Sales
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. 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. This role is responsible for processing teller transactions and working as a member of the platform staff, while maintaining responsibility for risk and ensuring positive customer experiences.
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.
- 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 customers and engage in outside sales activities, including membership presentations, business sales calls, and community financial literacy events.
- Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment) and refer customers when appropriate.
- 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 with respect to the sales and referral process.
- Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
- Act with confidence by answering customer questions, owning customer issues, and maintaining a position of trust and confidentiality.
- 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 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 in place to mitigate fraudulent activity and unnecessary risk or exposure.
None.
Minimum Knowledge,Skills and Abilities
Required
- College degree or equivalent work experience providing transferable skills.
- Experience in the financial industry preferred.
- Demonstrated ability to develop confidence with sales activities designed to acquire new consumer households and small business customers and/or cross‑sell to existing customers.
- Understanding of advanced math functions for analysis of credit and financial information.
- Professional representation of Fifth Third Bank in appearance and verbal/written communication.
- 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).
Normal office environment with extended computer screen time. The program requires travel within the affiliate for training and scheduling flexibility, and travel outside the affiliate for classroom training sessions.
LocationAnn Arbor, Michigan 48105
Equal Employment Opportunity StatementFifth 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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