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Fifth Third Bank

Banking, loans, mortgages, and wealth management

Personal Banker Associate I-Orchard Lake-Lone Pine

Retail & Commercial BankingUpdated on Nov 3
Full-timeWest Bloomfield Township, MI, 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 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 mathematical functions for analysis of credit and financial information is required.
  • Ability to professionally represent the 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 is required.
  • SAFE Act registration through the Nationwide Mortgage Licensing System is required at the time of employment.

Responsibilities

  • Use the consultative sales process and Financial Needs Assessment to build thorough 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 set appointments for periodic financial reviews.
  • Focus primarily on cross-selling to existing customers and conducting outside sales activities, including onsite presentations, business sales calls, and community financial literacy events as directed.
  • Build close working relationships with assigned mortgage, small business, commercial, and investment business partners, referring customers when 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 friendly, helpful, and professional service.
  • 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 for mitigating fraud, risk, and exposure.
  • Complete the 4–8 week onboarding and education program, including operations and Sales & Service rotations, and demonstrate the skills required for certification.
  • Travel within the affiliate for training and travel outside the affiliate for classroom training; scheduling flexibility is required.

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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