Personal Banker Associate

Fifth Third Bank

Retail Personal Banker I position at Fifth Third Bank, utilizing consultative sales to meet financial needs. Focused on cross-selling and customer relationship building.

Posted 7/22/2026full-timeFindlay • Ohio • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in consultative sales processes and financial needs assessments to effectively build customer profiles and recommend appropriate retail banking solutions. Proficient in cross-selling and maintaining strong relationships with business partners while ensuring customer satisfaction and confidentiality.

Highest-signal resume keywords

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Advanced Math FunctionsFinancial AnalysisCustomer Profile DevelopmentRetail Consumer Products KnowledgeSmall Business Products Knowledge

Soft Skills

Professional CommunicationCustomer SatisfactionRelationship BuildingProblem SolvingTeam Collaboration

Tools & Technologies

CAMP Marketing Tools

Certifications & Qualifications

S.A.F.E. Act RegistrationNMLS Registration

Industry Keywords

Retail BankingFinancial ServicesConsumer BankingSmall Business BankingSales Activities

About the role

Key responsibilities & impact

Selected candidates are intended to become a Retail Personal Banker I after completing a 9 week on-boarding and education program
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
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment)
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

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

comprehensive benefits
differentiated compensation offerings
physical well-being
financial well-being
emotional well-being
social well-being