Personal Banker Associate

Personal Banker I

Overview

Selected 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 role focuses on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Person al Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including lobby leadership and aisle time.

• 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 engaging in outside sales activities (e.g., Membership Advantage onsite presentations, business sales calls, community financial literacy events).
• Establish close working relationships with assigned business partners (Mortgage, Small Business, Commercial and Investment) and refer customers when appropriate to provide timely, holistic solutions.
• Consistently meet or exceed customer experience and individual/team production goals and enhance year‑over‑year revenue growth 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 manager.
• Keep up to date on retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.

None.

• 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 consumer household and small‑business customers and/or cross‑sell to established customers.
• Ability to demonstrate understanding of advanced math functions for credit and financial analysis.
• Professional appearance and verbal/written communication skills.
• Working knowledge of retail policies and procedures to use sound judgment.
• Must be registered with the S.A.F.E. Act at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Normal office environment with extended computer screen time. The program requires travel within the affiliate for training and scheduling flexibility. Travel outside the affiliate may be required for classroom training sessions.

Louisville, Kentucky 40241

Base salary is reflective of the overall pay grade and varies based on role, experience, education, and location. Comprehensive benefits support physical, financial, emotional and social well‑being. Detailed benefits information is available on the company careers page.

Fifth 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.