Personal Banker Associate I

About the role

Selected candidates enter a 9‑week on‑boarding and education program that includes rotations in operations and Sales & Service, culminating in a certification that demonstrates the skills needed to perform as a Retail Personal Banker I. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The role emphasizes acquiring new households and deepening existing relationships through lobby leadership (Financial Centers), aisle time (Bank Marts), and tele‑consulting. It also includes processing teller transactions and working as a member of the platform staff. The position is accountable for risk by openly exchanging ideas, elevating concerns, and following policies and procedures, while always doing the right thing for customers and colleagues and driving 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 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 primarily on cross‑selling to the existing customer base and engaging in outside sales activities (e.g., Membership Advantage onsite presentations, business sales calls, community financial‑literacy events) as directed.
• Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial, and Investment), referring customers when appropriate to provide timely, holistic financial solutions.
• Consistently meet or exceed customer‑experience and individual/team production goals and enhance year‑over‑year revenue growth as measured by the Financial Center P&L.
• Provide guidance to CSRs with respect to the sales and referral process.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
• Act with confidence by answering customer questions and owning customer issues.
• Maintain a position of trust and responsibility by keeping all business confidential.
• Follow the Bancorp Code of Business Conduct and Ethics and other 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.
• Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.

Requirements

• College degree or work experience providing transferrable skills, or a combination of education and experience.
• Experience in the financial industry 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/written communication.
• Demonstrated ability to develop a working knowledge of Retail policies and procedures to utilize good judgment in making sound decisions.
• S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS) is required.
• No supervisory responsibilities.

Working conditions

• Normal office environment with extended viewing of computer screens.
• Requires ability to travel within the affiliate for training as well as scheduling flexibility.
• Travel outside of the affiliate will be required for various classroom training sessions.

Benefits

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. Comprehensive benefits programs support physical, financial, emotional, and social well‑being. Details are available on the Fifth Third Careers benefits page: https://www.53.com/content/fifth-third/en/careers/benefits.html.

Location

Cuyahoga Falls, Ohio 44221