Personal Banker Associate
Listed on 2026-06-18
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Finance & Banking
Financial Sales, Banking & Finance, Financial Consultant -
Sales
Financial Sales, Banking & Finance
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.
Position OverviewSelected 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 program culminates in a certification that demonstrates the skills necessary to perform the 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.
This role focuses on acquiring new households and/or deepening existing customer relationships through activities such as lobby leadership (Financial Centers), aisle time (Bank Marts), tele-consulting, and teller transactions.
Responsible and accountable for risk by exchanging ideas, elevating concerns, and following policies and procedures. Accountable for doing the right thing for customers and colleagues, ensuring a positive customer experience. Within the bank's risk appetite, achieves results by identifying, assessing, managing, monitoring, and reporting all types of risk.
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 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 such as Membership Advantage onsite 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 to provide timely, 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.
- 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.
None.
Minimum Knowledge, Skills, and Abilities Required- College degree or equivalent work experience, or a combination of education and experience.
- Experience in the financial industry preferred.
- Demonstrated ability to develop comfort with sales activities designed to acquire new consumer households and small business customers and/or cross‑sell to established customers.
- Ability to demonstrate understanding of advanced math functions for analysis of credit and financial information.
- Professional representation of Fifth Third Bank in terms of appearance and verbal/written communication.
- Working knowledge of Retail policies and procedures to use sound judgment in decision making.
- S.A.F.E. Act registration required at the time of employment through the Nationwide Mortgage Licensing System (NMLS); candidates must complete the MU4R questions and registration.
- Normal office environment.
- Extended computer…
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