Retail Personal Banker Associate I

Fifth Third Bank

. Complete onboarding and education rotations in operations and Sales & Service .

Posted 10/15/2026full-timeRaleigh • North Carolina • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in consultative sales processes and financial needs assessment, with a strong focus on customer relationship management and cross-selling strategies. Proficient in retail banking operations, compliance policies, and financial product knowledge to enhance customer satisfaction and support revenue growth.

Highest-signal resume keywords

Consultative Sales ProcessFinancial Needs AssessmentRetail Banking OperationsS.A.F.E. Act RegistrationCustomer Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Advanced Math FunctionsFinancial AnalysisRetail Product ProcessingTeller TransactionsConsumer Loan ProcessingBankcard Processes

Soft Skills

Verbal CommunicationWritten CommunicationCustomer SatisfactionRelationship BuildingJudgment

Tools & Technologies

CAMPMarketing Tools

Certifications & Qualifications

S.A.F.E. Act Registration

Industry Keywords

Financial IndustryRetail PoliciesCompliance PoliciesFraud PreventionConfidentiality

About the role

Key responsibilities & impact

Complete onboarding and education rotations in operations and Sales & Service
Use the consultative sales process and Financial Needs Assessment to identify customers’ financial needs
Maintain knowledge of Retail consumer and small business products/services and recommend 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 Business Partners and make appropriate referrals
Meet customer experience and individual/team production goals and support revenue growth
Provide guidance to CSRs on sales and referrals
Promote customer satisfaction and resolve customer issues
Process and service Retail products, including teller transactions
Participate in consumer loan and bankcard processes from application through closing
Participate in Financial Center or Bank Mart opening and closing
Follow risk, fraud-prevention, confidentiality, ethics and compliance policies

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 use good 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
Scheduling flexibility
Ability to travel outside of the affiliate for classroom training sessions

Benefits

Comp & perks

Comprehensive benefits programs supporting physical, financial, emotional and social well-being
Differentiated compensation offerings
4–8 week on-boarding and education program
Certification opportunity at the conclusion of the program