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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-timeColumbus, 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.
  • 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 analysis of credit and financial information is required.
  • Ability to professionally represent Fifth Third Bank in appearance and verbal and written communication is required.
  • Ability to develop a working knowledge of Retail policies and procedures to use sound judgment in decision-making 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 pass the concluding certification demonstrating skills needed for the Retail Personal Banker job family.
  • Develop sales and customer relationships by promoting deposits, loans, fee-based services, and customer retention; sell banking products and services to meet customer needs while providing specialized service.
  • 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 using the bank's value proposition.
  • Use CAMP and other approved marketing tools to contact customers and schedule periodic financial reviews.
  • Cross-sell to existing customers and conduct directed outside-sales activities, including onsite presentations, business sales calls, and community financial-literacy events.
  • Build working relationships with assigned Mortgage, Small Business, Commercial, and Investment partners, referring customers when appropriate.
  • Meet or exceed customer experience and individual or team production goals and support year-over-year revenue growth measured by the Financial Center profit and loss statement.
  • Provide CSRs with guidance on the sales and referral process.
  • Promote customer satisfaction, answer customer questions, and take ownership of customer issues.
  • Maintain confidentiality and follow the Bancorp Code of Business Conduct and Ethics and related policies.
  • 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 Financial Center or Bank Mart opening and closing processes as directed by the Financial Center Manager.
  • Keep current on Retail procedures for mitigating 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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