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Fifth Third Bank

Banking, loans, mortgages, and wealth management

Personal Banker Associate 1

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

About the Job

Requirements

  • A college degree, work experience that provides 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 is required.
  • Ability to demonstrate understanding of advanced math functions for analyzing credit and financial information is required.
  • Ability to professionally represent Fifth Third Bank in appearance and verbal and written communication is required.
  • Demonstrated ability to develop working knowledge of Retail policies and procedures to make sound decisions using good judgment is required.
  • 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, including rotations in operations and Sales & Service, and demonstrate the required skills in a concluding certification.
  • 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 contact customers and schedule appointments for periodic financial reviews.
  • Focus primarily on cross-selling to existing customers and engage in directed outside sales activities, including onsite Membership Advantage presentations, business sales calls, and community financial literacy events.
  • Build 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 support year-over-year revenue growth measured by the Financial Center profit and loss statement.
  • Provide customer service representatives with guidance on the sales and referral process.
  • Promote customer satisfaction through a helpful and professional manner.
  • 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, 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.
  • Stay current on Retail procedures to mitigate fraud and unnecessary risk or exposure.
  • Travel within the affiliate for training and travel outside the affiliate for classroom training; 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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