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Personal Banker Associate I
Fifth Third Bank. Complete a 4–8 week onboarding and education program with rotations in operations and Sales & Service .
Posted 9/23/2026full-timeLong Beach • California • United StatesJuniorMid-Level💰 $43,680 - $69,900 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative sales processes and financial needs assessments, with a strong ability to build relationships and cross-sell financial products. Proficient in maintaining compliance with retail policies and providing guidance on sales and referral processes.
Highest-signal resume keywords
Consultative Sales ProcessFinancial Needs AssessmentS.A.F.E. Act RegistrationAdvanced Math FunctionsCustomer Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisTeller TransactionsConsumer Loan ProcessingBankcard ProcessesSales Activities
Soft Skills
Verbal CommunicationWritten CommunicationProfessional AppearanceSound Judgment
Tools & Technologies
CAMPMarketing Tools
Certifications & Qualifications
S.A.F.E. Act Registration
Industry Keywords
Financial IndustryRetail PoliciesConsumer ProductsSmall Business ServicesCommunity Financial Literacy
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 customers’ current and future financial needs
- Recommend Retail consumer and small business products and services
- Proactively contact customers using CAMP and approved marketing tools and set appointments for financial reviews
- Cross-sell to existing customers and participate in outside sales activities and community financial literacy events
- Build relationships with Mortgage, Small Business, Commercial and Investment partners and refer customers when appropriate
- 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 the platform staff
- Participate in consumer loan and bankcard processes from application through closing
- Participate in Financial Center or Bank Mart opening and closing
- Maintain confidentiality, follow policies and ethics requirements, and mitigate fraud and risk
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
- 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 the affiliate for classroom training
- Scheduling flexibility
Benefits
Comp & perks- Comprehensive benefits programs supporting physical, financial, emotional and social well-being
- Differentiated compensation offerings
- Training and education program
- Certification opportunity at the conclusion of the onboarding program