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Fifth Third Bank

Banking, loans, mortgages, and wealth management

Personal Banker Associate 1

Retail & Commercial BankingUpdated on Nov 2
Full-timeGreenwood, IN, 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.
  • Ability to demonstrate understanding of advanced math functions for analysis of 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.
  • Must complete S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.
  • Ability to travel within the affiliate for training, attend classroom training outside the affiliate, and work with scheduling flexibility.

Responsibilities

  • Complete a 4–8 week onboarding and education program with rotations in operations and Sales & Service, followed by certification demonstrating skills needed for a role in 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.
  • Cross-sell 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 close working relationships with assigned Mortgage, Small Business, Commercial, and Investment partners, and refer customers when appropriate.
  • Meet or exceed customer experience and individual and team production goals, and contribute to year-over-year revenue growth measured by Financial Center profit and loss.
  • Provide customer service representatives with guidance on sales and referrals.
  • Promote customer satisfaction through a friendly, helpful, professional manner; answer questions confidently 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 opening and closing the Financial Center or Bank Mart as directed by the Financial Center Manager.
  • Stay current on Retail procedures to mitigate fraud, risk, and unnecessary exposure.
  • Process teller transactions and work as a member of the platform staff.
  • Identify, assess, manage, monitor, and report risks while following bank 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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