Personal Banker Associate I- Woodward Hamilton

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 concludes with a certification that allows candidates to demonstrate the skills necessary to perform successfully within the Retail Personal Banker job family. 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 includes acquiring new households and deepening existing customer relationships through lobby leadership, aisle time, and tele‑consulting, as well as processing teller transactions and working as a member of the platform staff. The position requires adherence to risk policies, ethical conduct, and delivering a positive customer experience.

Essential Duties and 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 confidentiality and a position of trust.
• Follow the Bancorp Code of Business Conduct and Ethics and related policies.
• 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.
• Assist in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Stay current on retail procedures to mitigate fraudulent activity and unnecessary risk or exposure.

Supervisory Responsibilities

None.

Minimum Knowledge, Skills and Abilities

• College degree or work experience providing transferable skills, or a combination of education and experience.
• Experience in the financial industry preferred.
• Ability to develop comfort with sales activities designed to acquire new consumer households and small business customers or cross‑sell to established customers.
• Understanding of advanced math functions for analysis of credit and financial information.
• Professional appearance and 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 through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.

Location

Birmingham, Michigan 48009

Compensation and Benefits

Fifth Third offers total rewards that include comprehensive benefits and differentiated compensation. The base salary reflects the range for all roles within this pay grade across the U.S., with individual salaries varying based on role, skillset, experience, education, and geographic location. Benefits programs support physical, financial, emotional, and social well‑being for employees and their families. More details are available on the Fifth Third Careers benefits page.

Travel Requirements

The program requires the ability to travel within the affiliate for training and scheduling flexibility, as well as travel outside the affiliate for various classroom training sessions.