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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-timeWesley Chapel, FL, USANo salary listed

About the Job

Requirements

  • A college degree, work experience providing transferable skills, or a combination of education and experience is required.
  • Experience in the financial industry is 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 to analyze credit and financial information.
  • Ability to professionally represent Fifth Third Bank in appearance and verbal and written communication.
  • Demonstrated ability to develop a working knowledge of Retail policies and procedures to exercise sound judgment in decision-making.
  • S.A.F.E. Act registration through the Nationwide Mortgage Licensing System is required at the time of employment.

Responsibilities

  • Complete a 4–8 week onboarding and education program with rotations in Operations and Sales & Service, followed by certification demonstrating skills needed for the Retail Personal Banker job family.
  • Sell banking products and services, focusing on sales development and relationship building through promotion of deposits, loans, fee-based services, and customer retention.
  • Use the consultative sales process and Financial Needs Assessment to develop customer profiles and identify current and future financial needs.
  • Maintain in-depth 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 for timely financial solutions.
  • Meet or exceed customer experience and individual and team production goals, and support year-over-year revenue growth measured by the Financial Center profit and loss statement.
  • Provide CSRs with guidance on sales and referral processes.
  • Promote customer satisfaction through friendly and professional service; answer customer questions and take ownership of customer issues.
  • Protect confidential business information and comply with 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, managing sourced loans from application through closing.
  • Participate in Financial Center or Bank Mart opening and closing procedures as directed by the Financial Center Manager.
  • Stay current on Retail procedures for mitigating fraud and other risks.
  • Travel within the affiliate for training, attend classroom training outside the affiliate, and maintain scheduling flexibility.

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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