Personal Banker Associate I - Metrocenter

Fifth Third Bank; Nashville (TN); On-site; USD 40,000 - 50,000; Full time

Job summary

Join a leading bank as a Retail Personal Banker I in Nashville, where you will engage in consultative sales to meet customer financial needs. This role provides an opportunity to deepen customer relationships and participate in a comprehensive onboarding program, preparing you for a rewarding career in banking.

Qualifications

• Experience in the financial industry preferred.
• Ability to develop comfort with sales activities.
• S.A.F.E. Act registration via NMLS is required.

Responsibilities

• Use consultative sales process to identify customer financial needs.
• Cross-sell bank products and engage in outside sales activities.
• Ensure compliance with bank policies during transactions.

Skills

Sales Skills

Customer Relationship Management

Financial Analysis

Communication Skills

Education

College Degree

Job description

Make banking a Fifth Third better

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week onboarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to demonstrate skills necessary for a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. This role focuses on acquiring new households and/or deepening existing customer relationships through activities like lobby leadership (Financial Centers), aisle time (Bank Marts), and tele-consulting. Responsibilities include processing teller transactions and working as part of the platform staff.

This role is responsible for risk management by following policies and procedures, ensuring a positive customer experience, and operating within the Bank's risk appetite while identifying, assessing, and managing risks.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
• Maintain knowledge of Retail products/services and recommend suitable solutions.
• Utilize CAMP and other marketing tools to proactively reach out to customers and set financial review appointments.
• Focus on cross-selling to existing customers and engaging in outside sales activities such as community events and business calls.
• Establish relationships with Business Partners to refer customers for comprehensive financial solutions.
• Meet or exceed customer experience and sales goals, contributing to revenue growth as measured by the Financial Center P&L.
• Guide CSRs in the sales and referral process.
• Promote customer satisfaction with professionalism and friendliness.
• Own customer issues and answer questions confidently.
• Maintain confidentiality and adhere to ethical standards, including the Bancorp Code of Business Conduct and Ethics.
• Follow policies while opening and servicing Retail products.
• Participate in the loan and bankcard processes, managing sourced loans from application to closing.
• Assist with opening/closing the Financial Center or Bank Mart as directed.
• Stay updated on procedures to prevent fraud and manage risk.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• College degree, relevant work experience, or a combination of both.
• Experience in the financial industry preferred.
• Ability to develop comfort with sales activities to acquire new customers and cross-sell to existing ones.
• Understanding of advanced math for credit and financial analysis.
• Professional appearance and communication skills.
• Knowledge of Retail policies and sound judgment in decision-making.
• S.A.F.E. Act registration via NMLS is required at employment.

WORKING CONDITIONS:

• Standard office environment.
• Extended viewing of computer screens.
• Travel within the affiliate for training and schedule flexibility, including outside travel for classroom sessions.

Location: Metrocenter, Nashville, Tennessee 37228

Fifth Third Bank is committed to an inclusive culture and equal employment opportunity for all applicants regardless of protected statuses.