Retail Personal Banker Associate - Durham
Listed on 2026-06-22
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Finance & Banking
Financial Sales, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Make banking a Fifth Third better®
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Retail Personal Banker Associate I – Durham General FunctionSelected 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 program culminates in a certification, demonstrating the skills needed to perform within the Retail Personal Banker job family. The role focuses on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects, acquiring new households and deepening existing relationships through activities such as lobby leadership, aisle time, and tele‑consulting.
Responsibilities also include processing teller transactions and serving as a member of the platform staff while maintaining risk awareness and adhering to policies and procedures.
- 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 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 existing customers and engaging in outside sales activities such as Membership Advantage presentations, business sales calls, and community financial literacy events as directed.
- Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate for comprehensive 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 with respect to the sales and referral process.
- Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
- Act with confidence, answer customer questions, and resolve 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 with sales activities designed to acquire new consumers and small business customers and/or cross‑sell to established customers.
- Ability to demonstrate understanding of advanced math functions that allow for analysis of credit and financial information.
- Professional representation of Fifth Third Bank in terms of appearance and verbal/written communication.
- Demonstrated ability to develop working knowledge of Retail policies and procedures to exercise sound judgment.
- Position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS website (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
- Normal office environment.
- Extended viewing of computer screens.
- The program requires the ability to travel within the affiliate for training as well as scheduling flexibility.
- Trave…
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