Personal Banker Associate - Northwest; Cincinnati
Listed on 2026-07-23
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Finance & Banking
Financial Sales -
Sales
Financial Sales
Position Overview
The Retail Personal 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. After completing a 4‑to‑8 week onboarding and education program that includes rotations in operations and Sales & Service, selected candidates will be certified to perform this role.
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 the bank’s 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 as directed.
- 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 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.
- Act with confidence by answering customer questions, owning customer issues, maintaining trust and confidentiality.
- Follow the Bancorp Code of Business Conduct and Ethics and other related policies.
- 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.
- College degree or equivalent work experience providing transferable skills, or a combination of education and experience.
- Experience in the financial industry preferred.
- Demonstrated ability to be comfortable with sales activities designed to acquire new consumer household and small business customers and/or cross‑sell to established customers.
- Must demonstrate understanding of advanced math functions 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 and use sound judgment in decision‑making.
- Registration with the SAFE Act at the time of employment through the Nationwide Mortgage Licensing System (NMLS) (MU4R questions and registration required).
The role is based in a normal office environment with frequent computer use. The program requires the ability to travel within the affiliate for training and scheduling flexibility; travel outside the affiliate will be required for various classroom training sessions.
BenefitsThe base salary for this position reflects the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range vary based on factors such as role, relevant skillset, experience, education and geographic location.
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.
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