Personal Banker Associate - North Jacksonville, FL
Listed on 2026-06-13
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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.
General FunctionSelected 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. Upon completion, a certification will be awarded. The Person al Banker I is a financial center position that uses a consultative sales process to proactively identify and meet the financial needs of customers and prospects.
The role focuses on acquiring new households and deepening existing relationships through activities such as lobby leadership, aisle time, and tele‑consulting, in addition to processing teller transactions and serving as a member of the platform staff. The employee is responsible for risk management, following policies, and ensuring 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 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.
- Focus primarily on cross‑selling to the existing customer base 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 for 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 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 designed to mitigate fraud and unnecessary risk.
None.
Minimum Knowledge,Skills and Abilities
Required
- 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 develop confidence with sales activities designed to acquire new consumer household and small business customers and/or cross‑sell to existing customers.
- Ability to understand advanced mathematical functions for analysis of credit and financial information.
- Professional appearance and verbal/written communication skills.
- Working knowledge of retail policies and procedures to exercise sound judgment.
- This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
- Normal office environment.
- Extensive computer screen viewing.
- Requires travel within the affiliate for training, and scheduling flexibility.
- Travel outside the affiliate required for classroom training sessions.
Compensation:
The base salary for this position is reflective of the range for all roles in this pay grade across the U.S. Salaries vary based on role, skill set, experience, education, and location.
Our extensive benefits programs support the physical, financial, emotional, and social well‑being of employees and their families.
LocationJacksonville, Florida 32208
Equal Employment Opportunity StatementFifth 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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