Personal Banker Associate
Listed on 2026-05-24
-
Sales
Financial Sales, Banking & Finance -
Finance & Banking
Financial Sales, Banking & Finance, Financial Consultant
Retail Personal Banker I – Bradenton, Florida General Function
Selected candidates will 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 role focuses on using a consultative sales process to proactively identify and meet the financial needs of customers or prospects, while also processing teller transactions and supporting platform staff.
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 customers 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 appropriately 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 regarding the sales and referral process.
- Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
- Answer customer questions and own customer issues with confidence.
- 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.
- Stay up to date on Retail procedures to mitigate fraudulent activity and unnecessary risk or exposure.
None.
Minimum Knowledge, Skills, and Abilities Required- College degree or work experience providing transferrable 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 business customers and/or cross‑sell to established customers.
- Must be able to demonstrate understanding of advanced math functions that 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 use good judgment in making sound decisions.
- Position 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 employment.
- Normal office environment.
- Extended viewing of computer screens.
- Program will require travel within the affiliate for training and scheduling flexibility.
- Travel outside of the affiliate for classroom training sessions.
Fifth Third offers comprehensive benefits and differentiated compensation to give each employee the opportunity to be their best every day. Additional details can be found on our careers page.
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.
#J-18808-Ljbffr(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).