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Personal Banker Associate II
Fifth Third Bank. Complete a 4–8 week onboarding and education program with Operations and Sales & Service rotations .
Posted 9/29/2026full-timeLos Angeles • 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 assessment, with a strong ability to build customer relationships and meet production goals. Proficient in understanding retail banking products and services, while adhering to compliance and ethical standards.
Highest-signal resume keywords
Consultative Sales ProcessFinancial Needs AssessmentS.A.F.E. Act RegistrationRetail Banking ProductsCustomer 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
SalesFinancial AnalysisCross-SellingCustomer ServiceLoan ProcessingRisk MitigationProduct KnowledgeAppointment SettingConfidentialityMath Functions
Soft Skills
Verbal CommunicationWritten CommunicationProfessional AppearanceJudgmentScheduling Flexibility
Tools & Technologies
CAMPMarketing Tools
Certifications & Qualifications
S.A.F.E. Act Registration
Industry Keywords
Retail BankingFinancial IndustryConsumer LoansBankcard ProcessesCustomer Experience
About the role
Key responsibilities & impact- Complete a 4–8 week onboarding and education program with Operations and Sales & Service rotations
- Complete certification demonstrating skills for the Retail Personal Banker job family
- Sell deposits, loans, fee-based services and other banking products
- Build customer profiles and identify current and future financial needs using the consultative sales process and Financial Needs Assessment
- Recommend Retail consumer and small business products and services
- Proactively contact customers and set appointments using CAMP and approved marketing tools
- Cross-sell to existing customers and participate in outside sales activities
- Build relationships with Mortgage, Small Business, Commercial and Investment business partners and make referrals
- Meet customer experience and individual/team production goals
- Provide guidance to CSRs on sales and referrals
- Answer customer questions and resolve customer issues
- Maintain confidentiality and follow the Bancorp Code of Business Conduct and Ethics
- Open and service Retail products according to established policies
- Participate in consumer loan and bankcard processes from application through closing
- Participate in Financial Center or Bank Mart opening and closing
- Follow procedures to mitigate fraud and risk
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 through the Nationwide Mortgage Licensing System (NMLS) required at the time of employment
- Ability to travel within the affiliate for training
- Scheduling flexibility
- Ability to travel outside the affiliate for classroom training
Benefits
Comp & perks- Comprehensive benefits programs supporting physical, financial, emotional and social well-being
- Differentiated compensation offerings
- Training and education program
- 4–8 week onboarding and education program
- Travel expenses/arrangements for affiliate and classroom training