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Fifth Third Bank

Banking, loans, mortgages, and wealth management

Personal Banker Associate 1

Retail & Commercial BankingUpdated on Oct 29
Full-timeGallatin, TN, 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 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 through appearance and verbal and written communication.
  • Demonstrated ability to develop working knowledge of Retail policies and procedures and use good judgment in making sound decisions.
  • S.A.F.E. Act registration through the Nationwide Mortgage Licensing System is required at the time of employment.
  • Ability to travel within the affiliate for training, travel outside the affiliate for classroom training, and maintain scheduling flexibility.

Responsibilities

  • 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.
  • Use CAMP and other approved marketing tools to proactively contact customers and schedule appointments for periodic financial reviews.
  • Focus on cross-selling to existing customers and participate in outside sales activities, including onsite Membership Advantage presentations, business sales calls, and community financial literacy events as directed.
  • Build working relationships with assigned Mortgage, Small Business, Commercial, and Investment business partners and refer customers as appropriate.
  • Meet or exceed customer experience and individual and team production goals and contribute to year-over-year revenue growth as measured by Financial Center profit and loss.
  • Provide CSRs with guidance on the sales and referral process.
  • Promote customer satisfaction through helpful, professional interactions.
  • Answer customer questions confidently and take ownership of customer issues.
  • Maintain confidentiality of business information.
  • Follow the Bancorp Code of Business Conduct and Ethics and related policies and maintain ethical behavior.
  • Follow policies and procedures when opening and servicing Retail products.
  • Participate in consumer loan and bankcard processes and manage 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 for mitigating fraud and unnecessary risk or exposure.
  • Complete a 4–8 week onboarding and education program, including rotations in operations and Sales & Service, and pass the concluding certification to demonstrate skills for the Retail Personal Banker job family.
  • Process teller transactions and work as a member of the platform staff.
  • Exchange ideas and opinions, elevate concerns, and follow defined policies and procedures while managing and reporting risks.
  • Work within the Bank's risk appetite while identifying, assessing, managing, monitoring, and reporting risks.

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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