Personal Banker Associate
Listed on 2026-06-18
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Finance & Banking
Financial Sales, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Make banking a Fifth Third better®
General FunctionSelected candidates will become a Retail Personal Banker I after completing a 9‑week onboarding and education program that includes rotations in operations and Sales & Service. The program concludes with a certification that demonstrates the skills needed to perform successfully in the Retail Personal Banker 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 role is responsible for processing teller transactions and working as a member of the platform staff. Risk is managed by openly exchanging ideas, adhering to policies, and consistently identifying and reporting risks.
- 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 and 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 (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 for holistic financial 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 on 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 and responsibility 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/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 to mitigate fraudulent activity and unnecessary risk or exposure.
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 with sales activities that acquire new customers and cross‑sell to existing ones.
- Ability to understand advanced math functions for credit and financial analysis.
- Professional appearance and communication skills.
- Working knowledge of Retail policies and procedures for sound judgment.
- 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 this position.
- Normal office environment.
- Extended viewing of computer screens.
- Travel within the affiliate for training and scheduling flexibility.
- Travel outside the affiliate for classroom training sessions.
Big Rapids, Michigan 49307
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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