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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-timeCountryside, IL, USA$43.7k - $69.9k /yr

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.
  • Ability to demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • Ability to professionally represent Fifth Third Bank in appearance and verbal and written communication.
  • Demonstrated ability to develop working knowledge of Retail policies and procedures and use sound judgment in decision-making.
  • S.A.F.E. Act registration through the Nationwide Mortgage Licensing System is required at employment; the registration requires completion of MU4R questions.
  • Ability to travel within the affiliate for training, travel outside the affiliate for classroom training, and maintain scheduling flexibility.

Responsibilities

  • Complete a 4–8 week onboarding and education program with Operations and Sales & Service rotations, followed by certification demonstrating the skills needed for a role in the Retail Personal Banker job family.
  • Sell banking products and services, focusing on sales development and relationship building through deposits, loans, fee-based services, and customer retention.
  • Sell a full range of banking products and services to meet customer needs while providing specialized care and service to existing and prospective customers.
  • 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.
  • Use CAMP and other approved marketing tools to contact customers proactively and set appointments for periodic financial reviews.
  • Cross-sell to existing customers and conduct assigned outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
  • Build close working relationships with assigned Mortgage, Small Business, Commercial, and Investment partners and refer customers for timely, holistic financial solutions.
  • Meet or exceed customer experience and individual and team production goals, and contribute to year-over-year revenue growth measured by the Financial Center profit and loss statement.
  • Provide guidance to customer service representatives on the sales and referral process.
  • Answer customer questions, take ownership of customer issues, and support customer satisfaction through professional service.
  • Maintain confidentiality and ethical conduct, and follow the Bancorp Code of Business Conduct and Ethics and other policies.
  • Follow established policies and procedures when opening and servicing Retail products.
  • Participate in consumer loan and bankcard processes, managing 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.
  • Identify, assess, manage, monitor, and report risks while operating 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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