Personal Banker Associate-Bedford

About the Role

Selected candidates will become a Retail Personal Banker I after completing a 4‑8 week onboarding and education program that includes rotations in operations and Sales & Service. The program concludes with a certification that demonstrates the skills needed to perform successfully within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using a consultative sales process to proactively identify and meet the financial needs of customers or prospects, acquiring new households and deepening existing relationships through lobby leadership, aisle time, and tele‑consulting. The role also processes teller transactions and works as a member of the platform staff while upholding risk policies and delivering a positive customer experience.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
• Maintain an in‑depth knowledge of retail consumer and small business products/services and recommend appropriate solutions using the bank’s value proposition.
• Utilize CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
• Focus on cross‑selling to existing customers and engage in outside sales activities such as Membership Advantage onsite presentations, business sales calls, and community financial literacy events.
• Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial, Investment) and refer customers when appropriate to provide timely, holistic financial solutions.
• Consistently meet or exceed customer experience and individual/team production goals, enhancing year‑over‑year revenue growth as measured by the Financial Center P&L.
• Provide guidance to CSRs regarding the sales and referral process.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
• Answer customer questions confidently and own customer issues.
• Maintain a position of trust by keeping all business confidential.
• Follow the Bancorp Code of Business Conduct and Ethics and related policies, maintaining ethical behavior at all times.
• Adhere to established policies and procedures while opening/servicing the full range of retail products.
• Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
• Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Stay up to date on retail procedures that mitigate fraudulent activity and unnecessary risk or exposure.

Requirements

• College degree or work experience providing transferable skills, or a combination of education and experience.
• Experience in the financial industry preferred.
• Demonstrated ability to engage in sales activities designed to acquire new consumer households and small business customers or cross‑sell to established customers.
• Ability to perform advanced math functions for analysis of credit and financial information.
• Professional appearance and strong verbal/written communication representing Fifth Third Bank.
• Working knowledge of retail policies and procedures to exercise good judgment in decision‑making.
• Requirement to obtain S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Supervisory Responsibilities

None.

Working Conditions

• Normal office environment with extended viewing of computer screens.
• Travel within the affiliate for training and scheduling flexibility.
• Travel outside the affiliate for various classroom training sessions.

Compensation

The base salary for this position reflects the range of salary levels for all roles within this pay grade across the U.S. Individual salaries vary based on role, relevant skillset, experience, education, and geographic location.

Benefits

Fifth Third offers Total Rewards that include comprehensive benefits and differentiated compensation to help employees be their best every day. The extensive benefits program supports physical, financial, emotional, and social well‑being for employees and their families. More details are available on the Fifth Third Careers benefits page.

Location

Bedford, Texas 76021