Personal Banker Associate II

Fifth Third Bank

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

Posted 9/15/2026full-timeEncinitas • 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 assessments to effectively promote banking products and services. Possesses strong communication skills and a solid understanding of retail consumer and small business products, ensuring customer satisfaction and retention.

Highest-signal resume keywords

Consultative Sales ProcessFinancial Needs AssessmentS.A.F.E. Act RegistrationRetail Consumer Products KnowledgeCustomer Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales TechniquesFinancial AnalysisCross-SellingLoan ProcessingRisk Mitigation ProceduresCustomer ServiceProduct KnowledgeAppointment SettingFraud MonitoringConfidentiality Maintenance

Soft Skills

Verbal CommunicationWritten CommunicationProfessional AppearanceRelationship BuildingProblem Solving

Tools & Technologies

CAMPMarketing ToolsFinancial Review Tools

Certifications & Qualifications

S.A.F.E. Act Registration

Industry Keywords

Banking ProductsConsumer LoansSmall Business ServicesCustomer RetentionFinancial Center Operations

About the role

Key responsibilities & impact

Complete a 4–8 week onboarding and education program with rotations in Operations and Sales & Service
Demonstrate required skills through certification at the conclusion of the program
Promote deposits, loans, fee-based services, and customer retention
Sell banking products and services based on customer needs
Use the consultative sales process and Financial Needs Assessment to build customer profiles
Maintain knowledge of Retail consumer and small business products and recommend solutions
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
Build relationships with Mortgage, Small Business, Commercial, and Investment partners and refer customers appropriately
Meet customer experience and individual/team production goals
Provide guidance to CSRs on sales and referrals
Resolve customer questions and issues while maintaining confidentiality
Open and service Retail products according to policies and procedures
Participate in consumer loan and bankcard processing from application through closing
Participate in Financial Center or Bank Mart opening and closing
Monitor Retail procedures intended to mitigate fraud and risk
Follow the Bancorp Code of Business Conduct and Ethics

Requirements

What you’ll need

College degree or work experience providing transferable skills, or a 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
S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) required at employment
Ability to travel within the affiliate for training
Scheduling flexibility
Travel outside the affiliate for classroom training sessions

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 for classroom training sessions