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Fifth Third Bank

Banking, loans, mortgages, and wealth management

Personal Banker Associate 2

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeFranklin, TN, USANo salary listed

About the Job

Requirements

  • A college degree, transferable work experience, or a combination of education and experience is required.
  • Experience in the financial industry is preferred.
  • The candidate must demonstrate an ability to develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to established customers.
  • The candidate must demonstrate an understanding of advanced math functions to analyze credit and financial information.
  • The candidate must be able to professionally represent the bank in appearance and verbal and written communication.
  • The candidate must develop working knowledge of Retail policies and procedures to use sound judgment in decision-making.
  • S.A.F.E. Act registration through the Nationwide Mortgage Licensing System is required at employment.
  • The candidate must be able to travel within the affiliate for training, travel outside the affiliate for classroom training, and accommodate scheduling flexibility.

Responsibilities

  • Complete a 4–8 week onboarding and education program with rotations in Operations and Sales & Service, followed by certification demonstrating the skills needed for the Retail Personal Banker job family.
  • Sell banking products and services, focusing on sales development and relationship-building through deposits, loans, fee-based services, and customer retention.
  • Provide specialized care and service to existing and prospective bank customers, and use consultative sales and service processes and prescribed tools to generate referrals.
  • Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
  • Maintain knowledge of Retail consumer and small business products and services and recommend appropriate solutions.
  • Use CAMP and other approved marketing tools to proactively contact customers and schedule periodic financial reviews.
  • Cross-sell to existing customers and conduct directed outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
  • Build working relationships with assigned Mortgage, Small Business, Commercial, and Investment partners and refer customers when appropriate.
  • Meet or exceed customer experience and individual or team production goals and contribute to year-over-year revenue growth measured by the Financial Center profit and loss statement.
  • Provide customer service representatives with guidance on sales and referrals.
  • Promote customer satisfaction through professional, friendly, and helpful service; answer customer questions and take ownership of customer issues.
  • Protect confidential business information and follow the Bancorp Code of Business Conduct and Ethics and related policies.
  • Follow established policies and procedures when opening and servicing Retail products.
  • Participate in consumer loan and bankcard processes and own sourced loans from application through closing.
  • Participate in opening and closing the Financial Center or Bank Mart as directed by the Financial Center Manager.
  • Stay current on Retail procedures to mitigate fraud and unnecessary risk or exposure.

Desired Qualifications

  • Experience in the financial industry.

About the Company

Fifth Third Bank

Banking, loans, mortgages, and wealth management

Fifth Third Bank provides a broad range of financial services to individuals, small businesses, and commercial clients, including banking, loans, mortgages, life/health/disability insurance, and wealth management. Customers access these products through branches and online platforms like 53.com, with revenue coming from loan interest, banking fees, and commissions. It differentiates itself by offering an integrated suite of banking, lending, insurance, and advisory services under one roof, along with a focus on community engagement and financial education. Its goal is to help clients manage money and grow financially by delivering comprehensive solutions and steady, fee- and interest-based revenue.

Company size
10,001+
Company stage
IPO
Headquarters
Cincinnati, OH
Founded
1858

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