Personal Banker Associate I

Fifth Third Bank

Retail Personal Banker I at Fifth Third Bank using a consultative sales process to meet customer financial needs. Engaging in outside sales activities and cross-selling to existing customers.

Posted 7/3/2026full-timeMentor • Ohio • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in consultative sales processes and financial needs assessments to effectively identify and address customer financial needs. Proficient in cross-selling retail consumer and small business products while maintaining strong relationships with business partners and adhering to ethical standards.

Highest-signal resume keywords

Consultative Sales ProcessFinancial Needs AssessmentCross-SellingS.A.F.E. Act RegistrationRetail Consumer Products Knowledge

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Advanced Math FunctionsFinancial AnalysisCustomer Profile DevelopmentSales ActivitiesLoan Processing

Soft Skills

Professional CommunicationCustomer SatisfactionRelationship BuildingProblem SolvingConfidentiality

Tools & Technologies

CAMP Marketing ToolsFinancial Center P&L

Certifications & Qualifications

S.A.F.E. Act RegistrationNMLS Registration

Industry Keywords

Retail BankingConsumer LoansSmall Business SolutionsBusiness Conduct and EthicsFraud Mitigation

About the role

Key responsibilities & impact

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.
Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
Consistently meet/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

What you’ll need

College degree or work experience providing transferrable skills, or, combination of education and experience.
Experience in the financial industry preferred.
Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Benefits

Comp & perks

Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.