Personal Banker Associate

Fifth Third Bank

. Complete a 4–8 week onboarding and education program with rotations in operations and Sales & Service .

Posted 10/2/2026full-timeOcala • Florida • 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, financial needs assessment, and customer relationship management within the retail banking sector. Proficient in processing transactions, cross-selling products, and adhering to compliance and risk management standards.

Highest-signal resume keywords

Consultative SalesFinancial Needs AssessmentS.A.F.E. Act RegistrationCustomer Relationship ManagementRetail Banking Experience

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Advanced Math FunctionsTeller TransactionsConsumer Loan ProcessingBankcard ProcessesFinancial Product Knowledge

Soft Skills

Verbal CommunicationWritten CommunicationSound JudgmentScheduling Flexibility

Tools & Technologies

CAMPMarketing Tools

Certifications & Qualifications

S.A.F.E. Act Registration

Industry Keywords

Retail BankingCustomer ExperienceSales ActivitiesRisk ManagementConfidentialityFraud Prevention

About the role

Key responsibilities & impact

Complete a 4–8 week onboarding and education program with rotations in operations and Sales & Service
Complete certification demonstrating skills for the Retail Personal Banker job family
Use consultative sales and Financial Needs Assessment to identify customer financial needs
Build customer profiles and recommend Retail consumer and small business products/services
Use CAMP and approved marketing tools to contact customers and set financial review appointments
Cross-sell to existing customers and participate in outside sales activities
Develop relationships with Mortgage, Small Business, Commercial, and Investment partners and make referrals
Meet customer experience and individual/team production goals
Provide guidance to CSRs on sales and referrals
Process teller transactions and work as platform staff
Participate in consumer loan and bankcard processes from application through closing
Participate in Financial Center or Bank Mart opening and closing
Follow risk management, confidentiality, ethics, fraud prevention, and operational policies

Requirements

What you’ll need

College degree or work experience providing transferable skills, or combination of education and experience
Experience in the financial industry preferred
Ability to develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to established customers
Understanding of advanced math functions for analysis of 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 at the time of employment through the Nationwide Mortgage Licensing System (NMLS)
Ability to travel within the affiliate for training
Ability to travel outside of the affiliate for classroom training
Scheduling flexibility

Benefits

Comp & perks

Comprehensive benefits programs supporting physical, financial, emotional, and social well-being
Differentiated compensation offerings
Employee recognition through Total Rewards