Personal Banker Associate - North Tampa, FL; Wesley Chapel Area
Listed on 2026-06-03
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Finance & Banking
Financial Sales, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Location: San Antonio
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.
General FunctionSelected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on‑boarding and education program that includes rotations in operations and Sales & Service. A certification will be awarded at the conclusion of the program, allowing successful candidates to demonstrate the skills necessary to perform a 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.
The role maintains a focus on acquiring new households and/or deepening existing customer relationships through activities such as lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele‑consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. It is responsible for risk management, including identifying, assessing, monitoring and reporting risks.
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 such as Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc., 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 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 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 transferable work experience, 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 household and small business customers and/or cross‑sell to established customers.
- Must understand 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 knowledge of Retail policies and procedures, using good judgment in decision‑making.
- 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 in this position.
- Normal office environment.
- Extends viewing of computer screens.
- Requires…
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