Personal Banker Associate I - Williamson Square (Franklin, TN)

Fifth Third Bank; Franklin (TN); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading company in banking offers a Retail Personal Banker I position in Franklin, TN. The role involves consultative sales, customer interaction, and risk management, complemented by an onboarding process to equip candidates with essential skills. Ideal for individuals with a college degree or financial experience, this position emphasizes professionalism and sales acumen.

Qualifications

• Preferred experience in the financial industry.
• Understanding of advanced math for credit and financial analysis.
• S.A.F.E. Act registration required.

Responsibilities

• Use consultative sales to meet customer financial needs and acquire new households.
• Promote customer satisfaction and handle inquiries professionally.
• Follow policies for opening and servicing Retail products.

Skills

Consultative sales

Customer relationship management

Financial Needs Assessment

Professional communication

Risk management

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 will complete a 4-8 week onboarding and education program, including rotations in operations and Sales & Service. Upon completion, there will be a certification to demonstrate the skills necessary for a Retail Personal Banker I role. This position focuses on using consultative sales to meet customer financial needs, acquiring new households, and deepening existing relationships through activities like lobby leadership, aisle time, and tele-consulting. The role also involves processing teller transactions and working as part of the platform staff.

Responsible for risk management by following policies, elevating concerns, and ensuring actions drive a positive customer experience. Operates within the Bank's risk appetite, identifying, assessing, managing, monitoring, and reporting risks.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Use consultative sales and Financial Needs Assessment to build customer profiles and identify financial needs.
• Maintain knowledge of Retail products/services and recommend solutions.
• Utilize CAMP and other marketing tools to reach out to customers and set appointments.
• Focus on cross-selling and outside sales activities such as community events and business calls.
• Establish relationships with Business Partners and refer customers for holistic solutions.
• Meet/exceed customer experience and sales goals, contributing to revenue growth.
• Guide CSRs in sales and referral processes.
• Promote customer satisfaction with professionalism and friendliness.
• Answer customer questions confidently and own customer issues.
• Maintain confidentiality and adhere to ethical standards.
• Follow policies while opening/servicing Retail products.
• Participate in loan and bankcard processes from application to closing.
• Assist in opening/closing the Financial Center or Bank Mart as directed.
• Stay updated on procedures to prevent fraud and manage risks.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• College degree or relevant work experience.
• Preferred experience in the financial industry.
• Ability to develop comfort with sales activities.
• Understanding of advanced math for credit and financial analysis.
• Professional appearance and communication skills.
• Knowledge of Retail policies and judgment for decision-making.
• S.A.F.E. Act registration via NMLS required at employment.

WORKING CONDITIONS:

• Normal office environment.
• Extended computer screen viewing.
• Travel within the affiliate for training and scheduling flexibility.
• Travel outside the affiliate for training sessions.

Location: Williamson Square, Franklin, TN 37064

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