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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-timeDublin, OH, 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 for analysis of credit and financial information.
  • Ability to professionally represent Fifth Third Bank in appearance and verbal and written communication.
  • Demonstrated ability to develop working knowledge of Retail policies and procedures to use good judgment in making sound decisions.
  • S.A.F.E. Act registration through the Nationwide Mortgage Licensing System is required at employment; required MU4R questions and registration are available through the NMLS website.
  • Ability to travel within the affiliate for training and scheduling flexibility are required.
  • Travel outside the affiliate for classroom training is required.

Responsibilities

  • Complete a 4–8 week onboarding and education program, including rotations in Operations and Sales & Service, and a certification demonstrating skills for a role in 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.
  • Sell a full range of banking products and services to meet customer needs while providing specialized care and service to existing and prospective customers.
  • Use the consultative sales and service process, prescribed tools, and staff interactions to generate referrals.
  • Use the consultative sales process and Financial Needs Assessment to build 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 using the bank’s value proposition.
  • Use CAMP and other approved marketing tools to proactively contact customers and schedule periodic financial reviews.
  • Cross-sell to existing customers and engage in outside sales activities, including onsite Membership Advantage presentations, business sales calls, and community financial literacy events, as directed.
  • Build close working relationships with assigned Mortgage, Small Business, Commercial, and Investment business partners and refer customers as appropriate for timely, holistic financial solutions.
  • Meet or exceed customer experience and individual and team production goals, and increase year-over-year revenue as measured by the Financial Center profit and loss.
  • Provide customer service representatives with guidance on sales and referral processes.
  • Promote customer satisfaction through friendly, helpful, and professional service.
  • Answer customer questions confidently and take ownership of customer issues.
  • Protect confidential business information and maintain a position of trust and responsibility.
  • Follow the Bancorp Code of Business Conduct and Ethics and related policies, maintaining ethical behavior.
  • Follow established policies and procedures when opening and servicing Retail products.
  • Participate in consumer loan and bankcard processes, owning sourced loans from application through closing.
  • Participate in opening and closing the Financial Center or Bank Mart as directed by the Financial Center Manager.
  • Keep current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
  • Identify, assess, manage, monitor, and report risks while following policies and procedures and supporting positive customer experiences.

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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