Personal Banker Associate I
Fifth Third
Make banking a Fifth Third better®. We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week onboarding and education program that includes rotations in operations and Sales & Service. Upon completion, a certification is provided to demonstrate the skills necessary to perform within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position that focuses on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. This role focuses on acquiring new households and deepening existing customer relationships through a variety of activities, including lobby leadership (Financial Centers), aisle time (Bank Marts), and tele‑consulting. The Personal Banker I processes teller transactions and works as a member of the platform staff. The role is responsible for risk management by exchanging ideas, elevating concerns, and following policies and procedures as defined. The candidate consistently identifies, assesses, manages, monitors, and reports risks of all types while operating within the Bank's risk appetite. Essential Duties And Responsibilities 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 the 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 the existing customer base and engage in outside sales activities such as Membership Advantage onsite presentations, business sales calls, and community financial literacy events as directed. Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment) and refer customers when appropriate to provide timely and holistic financial solutions. Consistently meet or exceed customer experience and individual/team production goals while enhancing year‑over‑year revenue growth as measured by the Financial Center P&L. Provide guidance to CSRs regarding the sales and referral process. Promote customer satisfaction with a friendly, helpful demeanor and professionalism. Act confidently 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 and servicing the full range of Retail products. Participate in the consumer loan and bank card process, owning sourced loans from application through closing. Participate in the opening and 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. Supervisory Responsibilities None. Minimum Knowledge, Skills And Abilities Required College degree or equivalent work experience providing transferable skills, or a combination of education and experience. Experience in the financial industry preferred. Demonstrated ability to comfortably engage in sales activities designed to acquire new consumer household and small business customers and/or cross‑sell to established customers. Must have an understanding of advanced math functions that enable analysis of credit and financial information. Professional representation of Fifth Third Bank in appearance and verbal/written communication. Demonstrated ability to develop working knowledge of Retail policies and procedures, using sound judgment to make decisions. Requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS website (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and required registration for this position. Working Conditions Normal office environment with extended computer screen time. Requires travel within the affiliate for training and scheduling flexibility. Travel outside the affiliate will be required for various classroom training sessions. Personal Banker Associate I Location: Charlotte, North Carolina 28209. The base salary for this position reflects the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, experience, education, and geographic location. Our extensive benefits programs support the individual needs of our employees and their families, encompassing physical, financial, emotional, and social well‑being. Learn more about those programs on our 53.com Careers page: Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status, or any other legally protected status. #J-18808-Ljbffr
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- ...openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable... ...computer screens. Travel will be required. Float Personal Banker Associate I - South Region (Charlotte, NC) Location -- Charlotte, North...SuggestedWork at office
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- ## Float Personal Banker 1 - NC South RegionApplylocations: Charlotte, NCtime type: Full timeposted on: Posted Todaytime left to apply:... ...Fifth Third and Fifth Third will not be responsible for any associated fee.Fifth Third Bank, National Association is proud to have...Work at office
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$127.63k - $237.01k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth... ...externally through referrals from clients and Center of Influences, personal community involvement, and from internal partners. Profile...Remote work- ...Quality Talent Group is hiring bankers for their Consumer, Small, and Business Banking division in Matthews, North Carolina. The position offers a full-time or part-time schedule with opportunities for career advancement within a nationally recognized bank. Candidates...Full timePart time
- ...5PM SUMMARY The Relationship Banker is a trusted advisor who engages clients... ...through excellent service, personalized advice, and proactive sales while supporting... ...a high-performing culture by coaching associates on sales, referrals, products and services...Temporary workWork at officeMonday to Friday
- ...Quality Talent Group is seeking bankers for their Consumer, Small, and Business Banking division in Harrisburg, North Carolina. Ideal candidates will build strong customer relationships, assist with new accounts, and provide tailored financial solutions. Successful applicants...
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