Personal Banker II

About the role

Selected candidates enter a 9‑week onboarding and education program that includes rotations in Operations and Sales & Service, culminating in a certification that demonstrates the skills needed for the Retail Personal Banker job family. The Retail Personal Banker II is a sales‑focused position responsible for promoting deposits, loans, fee‑based services and customer retention. The role sells a full range of banking products, uses a consultative sales process and Financial Needs Assessment, and partners with Mortgage, Small Business, Commercial and Investment specialists to deliver holistic financial solutions. The position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build thorough customer profiles and identify current and future financial needs.
• Maintain in‑depth knowledge of retail consumer and small‑business products/services; 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 (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, Investment) and refer customers for timely, holistic solutions.
• Consistently meet or exceed customer‑experience and individual/team production goals; enhance year‑over‑year revenue growth as measured by the Financial Center P&L.
• Provide guidance to CSRs on 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 confidentiality of all business information.
• Follow the Bancorp Code of Business Conduct and Ethics and all related policies; maintain ethical behavior at all times.
• Adhere to established policies and procedures when 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 current 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 that acquire new consumer household and small‑business customers and/or cross‑sell to established customers.
• Ability to understand 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 make sound decisions.
• S.A.F.E. Act registration via the Nationwide Mortgage Licensing System (NMLS) required at employment.

Working conditions

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

Compensation & benefits

The base salary reflects the range for this pay grade across the U.S.; individual salaries vary by role, 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

North Canton, Ohio 44720