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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-timeTiffin, OH, USANo salary listed

About the Job

Requirements

  • A college degree or work experience providing transferable skills, or a combination of education and experience.
  • 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 that allow analysis of credit and financial information.
  • Ability to professionally represent Fifth Third Bank through appearance and verbal and written communication.
  • Demonstrated ability to develop a working knowledge of Retail policies and procedures to exercise good judgment in making sound decisions.
  • Must obtain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment.
  • Ability to travel within the affiliate for training and flexibility in scheduling.
  • Ability to travel outside the affiliate for classroom training.

Responsibilities

  • Complete a nine-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.
  • 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 primarily on cross-selling to existing customers and conduct outside sales activities, including onsite Membership Advantage presentations, business sales calls, and community financial literacy events, as directed.
  • Establish close working relationships with assigned Mortgage, Small Business, Commercial, and Investment business partners, referring customers when appropriate to provide timely, holistic financial solutions.
  • Meet or exceed customer experience and individual and team production goals and enhance year-over-year revenue growth as measured by the Financial Center profit and loss statement.
  • Provide guidance to customer service representatives on the sales and referral process.
  • Promote customer satisfaction through a friendly, helpful, and professional demeanor.
  • Answer customer questions confidently and take ownership of customer issues.
  • Maintain customer and business confidentiality.
  • 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.
  • Process teller transactions and work as a member of the platform staff.
  • Manage risk by exchanging ideas and opinions, raising concerns, following policies and procedures, and identifying, assessing, monitoring, and reporting risks within the Bank's risk appetite.

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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