Retail Personal Banker Associate I

Fifth Third Bank

Retail banker helping Fifth Third Bank customers identify financial needs, choose products, and complete transactions. Building relationships, cross-selling services, and processing loans in Huntersville and Cornelius.

Posted 8/11/2026full-timeHuntersville • North Carolina • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in consultative sales processes and financial needs assessments, with a strong focus on customer relationship management and cross-selling strategies. Proficient in understanding retail policies and procedures while maintaining compliance with the S.A.F.E. Act and ensuring customer satisfaction.

Highest-signal resume keywords

Consultative Sales ProcessFinancial Needs AssessmentS.A.F.E. Act RegistrationCustomer Relationship ManagementAdvanced Math Functions

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisCross-SellingRetail Product KnowledgeConsumer Loan ProcessingBankcard Processing

Soft Skills

Verbal CommunicationWritten CommunicationCustomer SatisfactionProblem ResolutionJudgment

Tools & Technologies

CAMPMarketing Tools

Certifications & Qualifications

S.A.F.E. Act Registration

Industry Keywords

Financial Industry ExperienceRetail PoliciesSales ActivitiesCustomer ExperienceConfidentiality

About the role

Key responsibilities & impact

Complete a 4-8 week onboarding and education program with rotations in operations and Sales & Service
Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs
Recommend appropriate Retail consumer and small business products and services
Proactively contact customers and set appointments for periodic financial reviews using CAMP and approved marketing tools
Cross-sell to existing customers and conduct directed outside sales activities
Establish relationships with Mortgage, Small Business, Commercial and Investment business partners and refer customers when appropriate
Meet or exceed customer experience and individual/team production goals and support revenue growth
Provide guidance to CSRs on sales and referral processes
Promote customer satisfaction and resolve customer issues
Open and service Retail products while following policies and procedures
Participate in consumer loan and bankcard processes from application through closing
Participate in Financial Center or Bank Mart opening and closing processes
Maintain confidentiality and mitigate fraud and risk
Travel within the affiliate for training and attend classroom training outside the affiliate

Requirements

What you’ll need

College degree or work experience providing transferable skills, or a combination of education and experience
Financial industry experience preferred
Ability to develop comfort with sales activities for acquiring new consumer household and small business customers and/or cross-selling to established customers
Understanding of advanced math functions for analyzing credit and financial information
Professional appearance and verbal/written communication
Ability to develop working knowledge of Retail policies and procedures and exercise sound judgment
S.A.F.E. Act registration required at employment through the Nationwide Mortgage Licensing System (NMLS)
Ability to travel within the affiliate for training
Scheduling flexibility
Ability to travel outside the affiliate for classroom training
Ability to work in a normal office environment with extended computer-screen viewing

Benefits

Comp & perks

Comprehensive benefits
Differentiated compensation offerings
Benefits supporting physical, financial, emotional and social well-being
4-8 week on-boarding and education program
Training and classroom training sessions