Financial Center Personal Banker I — Growth & Advisory

Fifth Third; Nashville (TN); On-site; USD 42,000 - 64,000; Full time

Job summary

Fifth Third Bank in Nashville, TN seeks a Personal Banker Associate I to join our Retail Banking team. This role begins with a 4–8 week onboarding and education program including rotations in operations and Sales & Service, with certification upon completion.

The Personal Banker I focuses on consultative selling to identify and meet customer financial needs, with a path to becoming a Retail Personal Banker.

Qualifications

• College degree or work experience providing transferrable skills.
• Experience in the financial industry preferred.
• Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
• Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
• Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
• This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
• Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
• Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
• Primarily focused on cross-selling to existing customer base and engaging in outside sales activities.
• Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
• Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
• Provide guidance to CSRs with respect to the sales and referral process.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
• Act with confidence by answering customer questions and owning customer issues.
• Maintain a position of trust and responsibility by keeping all business confidential.
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies.
• Adhere to established policies and procedures while opening/servicing the full range of Retail products.
• Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
• Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Travel for training as well as scheduling flexibility.

Skills

Sales aptitude

Financial industry knowledge

Communication skills

Education

College degree

Job description

Fifth Third Bank in Nashville, TN seeks a Personal Banker Associate I to join our Retail Banking team. This role begins with a 4–8 week onboarding and education program including rotations in operations and Sales & Service, with certification upon completion.

The Personal Banker I focuses on consultative selling to identify and meet customer financial needs, with a path to becoming a Retail Personal Banker.