Personal Banker Associate

General Function

Selected candidates are intended to become a Retail Personal Banker I after completing a 9‑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 a role within the Retail Personal Banker 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 focuses on acquiring new households and deepening existing customer relationships through activities such as lobby leadership, aisle time in Bank Marts, and tele‑consulting. It also processes teller transactions and works as part of the platform staff.

The position is responsible for risk management, operating within the bank’s risk appetite, and consistently identifying, assessing, managing, monitoring, and reporting risks of all types. Accountable for acting in the right way for customers and colleagues and driving a positive customer experience.

• 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 the existing customer base and engage in outside sales activities such as Membership Advantage onsite presentations, business sales calls, and community financial literacy events as directed.
• Establish close relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment) and refer customers when appropriate to provide timely and holistic 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 confidently and own customer issues.
• Maintain confidentiality and act with trust and responsibility.
• 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 manager.
• Keep up to date on retail procedures to mitigate fraudulent activity and reduce risk or exposure.

None.

• College degree or work experience providing transferable skills, or a combination of education and experience.
• Experience in the financial industry is preferred.
• Demonstrated ability to develop comfort with sales activities that acquire new consumers and small businesses or cross‑sell to existing customers.
• Ability to demonstrate understanding of advanced mathematical functions for credit and financial analysis.
• Ability to professionally represent Fifth Third Bank in appearance and communication (verbal/written).
• Demonstrated working knowledge of retail policies and procedures to make sound judgments.
• Position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

• Normal office environment.
• Extended use of computer screens.
• Program requires travel within the affiliate for training and scheduling flexibility.
• Travel outside the affiliate for classroom training sessions.

The base salary for this position reflects the range of salary levels for all roles within this pay grade across the U.S. Individual salaries vary based on role, relevant skill set, experience, education, and geographic location. Our extensive benefits programs support the physical, financial, emotional and social well‑being of employees and their families. For more details, visit the Fifth Third Careers benefits page.

Jackson, Michigan 49202

Fifth Third Bank, National Association promotes an inclusive culture and ensures 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.