Personal Banker Associate I - North Shore

General Function

Selected candidates are intended to 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 culminates in a certification that demonstrates the skills needed to succeed 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 our 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 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 to provide timely, holistic financial solutions.
• Consistently meet or exceed customer‑experience and production goals, contributing to 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 information 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 develop comfort with sales activities designed to acquire new consumer households and small‑business customers or cross‑sell to established customers.
• Ability to understand advanced math functions for analysis of credit and financial information.
• Professional appearance and strong verbal/written communication skills representing Fifth Third Bank.
• Ability to develop a working knowledge of retail policies and procedures and use good judgment in decision‑making.
• Required S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Benefits

• Comprehensive benefits and differentiated compensation offerings as part of Fifth Third’s Total Rewards.
• Programs supporting physical, financial, emotional, and social well‑being for employees and their families.
• Access to detailed benefits information on the Fifth Third Careers page.
• Benefits designed to help employees be their best every day.

Pay

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

Location: Houston, Texas 77015