Personal Banker Associate I

Fifth Third Bank

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

Posted 9/29/2026full-timeSan Leandro • California • United StatesJuniorMid-Level💰 $43,680 - $69,900 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in consultative sales processes and financial needs assessment, with a strong understanding of retail consumer and small business products. Capable of building relationships with various partners while adhering to compliance and operational policies.

Highest-signal resume keywords

Consultative Sales ProcessFinancial Needs AssessmentS.A.F.E. Act RegistrationRetail Consumer Products KnowledgeCross-Selling 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 Transactions ProcessingConsumer Loan ProcessingBankcard ProcessesSales Activities

Soft Skills

Verbal CommunicationWritten CommunicationRelationship BuildingSound JudgmentScheduling Flexibility

Tools & Technologies

CAMPMarketing Tools

Certifications & Qualifications

S.A.F.E. Act Registration

Industry Keywords

Financial IndustryRetail Policies and ProceduresFraud PreventionComplianceCustomer Experience

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 identify customer financial needs
Maintain knowledge of Retail consumer and small business products and recommend appropriate solutions
Use CAMP and approved marketing tools to contact customers and set financial review appointments
Cross-sell to existing customers and conduct outside sales activities
Build 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 referral processes
Process teller transactions and work as part of 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, compliance, confidentiality, ethical, 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 time of employment through the Nationwide Mortgage Licensing System (NMLS)
Ability to travel within the affiliate for training
Ability to travel outside 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