Personal Banking Associate II

Fifth Third Bancorp
Charleston
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer relationship building","Risk awareness","Professional communication","Confidentiality"]

Become a Retail Personal Banker II by completing a 4–8 week onboarding and education program with rotations in Operations and Sales & Service, followed by certification. Drive consultative sales and relationship building by promoting deposits, loans, and fee-based services, using Financial Needs Assessment and approved marketing tools to create appointments. Meet production goals, support cross-selling to retail customers and small businesses, and partner with mortgage and business teams while maintaining risk/compliance and customer-focused service.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banking Associate II

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Last checked: 4 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker II by completing a 4–8 week onboarding and education program with rotations in Operations and Sales & Service, followed by certification. Drive consultative sales and relationship building by promoting deposits, loans, and fee-based services, using Financial Needs Assessment and approved marketing tools to create appointments. Meet production goals, support cross-selling to retail customers and small businesses, and partner with mortgage and business teams while maintaining risk/compliance and customer-focused service.
Location: Charleston
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Complete onboarding and education program rotations in Operations and Sales & Service to become a Retail Personal Banker II with certification.
  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
  • •Recommend retail consumer and small business solutions using knowledge of products and the bank’s value proposition.
  • •Use CAMP and approved marketing tools to reach out to customers, set appointments for periodic financial reviews, and drive outside sales and cross-selling.
  • •Provide guidance and referral support through partnerships and help ensure customer experience, confidentiality, and compliance with policies and risk appetite.
Travel: Low travel

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Demonstrated ability to develop comfort with sales activities to acquire and cross-sell to consumer household and small business customers.
  • •Demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Must be able to obtain and maintain S.A.F.E. Act registration at the time of employment through NMLS (MU4R registration required).
Experience:Financial services
Skills:Consultative sellingCustomer relationship buildingRisk awarenessProfessional communicationConfidentiality
Licenses:NMLS (Nationwide Mortgage Licensing System) MU4R
Certifications:S.A.F.E. Act (NMLS registration)

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cincinnati, United States
Founded: 1858
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