Retail Personal Banker Associate I

Fifth Third Bank

Personal Banker I managing customer relationships and financial solutions at Fifth Third Bank. Focused on using consultative sales to meet financial needs.

Posted 6/25/2026full-timeCornelius • North Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $NaN per yearWebsite

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.

Requirements

What you’ll need

College degree or work experience providing transferrable skills
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

Comprehensive benefits
Differentiated compensation offerings

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial needs assessmentcross-sellingsales activitiesadvanced math functionscustomer profile developmentfinancial analysisRetail productsbusiness sales callscommunity financial literacy

Soft Skills

customer satisfactionprofessionalismcommunicationrelationship buildingtrustconfidentialityjudgmentconsultative salesteam collaboration

Certifications

S.A.F.E. Act registration