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Fifth Third Bank

Banking, loans, mortgages, and wealth management

Personal Banker Associate 1

Retail & Commercial BankingPosted on Nov 5
Full-timeToledo, 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 perform sales activities to acquire new consumer household and small business customers and cross-sell to established customers.
  • Ability to use advanced mathematical functions to analyze credit and financial information.
  • Ability to professionally represent the bank through appearance and verbal and written communication.
  • Ability to develop working knowledge of retail policies and procedures and use sound judgment in making 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, attend classroom training outside the affiliate, and accommodate scheduling flexibility.

Responsibilities

  • Complete a nine-week onboarding and education program, including rotations in operations and Sales & Service, and demonstrate the required skills in a certification at the program's conclusion.
  • 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 contact customers and schedule appointments for periodic financial reviews.
  • Cross-sell to existing customers and participate in outside sales activities, including onsite presentations, business sales calls, and community financial literacy events, as directed.
  • Build close working relationships with assigned business partners in mortgage, small business, commercial, and investment areas, referring customers when appropriate.
  • Meet or exceed customer experience and individual and team production goals, and contribute to year-over-year revenue growth measured by the Financial Center profit and loss statement.
  • Provide customer service, answer questions, resolve customer issues, and maintain confidentiality.
  • Open and service retail products in accordance with established policies and procedures and the Bancorp Code of Business Conduct and Ethics.
  • Participate in consumer loan and bankcard processes, managing sourced loans from application through closing.
  • Participate in Financial Center or Bank Mart opening and closing processes as directed by the Financial Center Manager.
  • Keep current on retail procedures intended to mitigate fraud and unnecessary risk or exposure.
  • Process teller transactions and work as a member of the platform staff.
  • Manage risk by identifying, assessing, monitoring, and reporting risks, exchanging ideas and concerns, and following policies and procedures.

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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