Personal Banker I: Client Advisory & Growth Focus

Fifth Third Bank

Nashville (TN)

On-site

USD 42,000 - 54,000

Full time

3 days ago
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Job summary

Fifth Third Bank in Nashville invites applications for a Retail Personal Banker I. Selected candidates join a 4-8 week onboarding and education program that includes rotations in operations and Sales & Service, with a certification at the end to demonstrate necessary skills for the role within the Retail Personal Banker family.

The position focuses on consultative sales to identify and meet customers' financial needs, cross-selling to the existing base, and maintaining strong relationships while

Qualifications

  • 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 level with sales activities to acquire customers and cross-sell.
  • Ability to analyze credit/financial information with advanced math concepts.
  • Professional representation of Fifth Third Bank in appearance and communication.
  • Knowledge of Retail policies and procedures to exercise sound judgment.
  • S.A.F.E. Act registration required at employment through NMLS.

Responsibilities

  • Build customer profiles using consultative sales and financial needs assessment.
  • Maintain knowledge of Retail products/services and recommend solutions.
  • Reach out to customers and set appointments for financial reviews.
  • Cross-sell to existing customers and engage in outside sales activities.
  • Collaborate with Business Partners to refer customers for holistic solutions.
  • Meet or exceed customer experience and production goals; drive revenue growth.
  • Guide CSRs on sales and referral processes.
  • Promote customer satisfaction with professional conduct.
  • Answer questions confidently and protect confidential information.
  • Adhere to policies and open/close processes and risk controls.

Skills

Sales skills
Communication skills
Math skills
Customer service orientation

Education

College degree or work experience

Job description

Fifth Third Bank in Nashville invites applications for a Retail Personal Banker I. Selected candidates join a 4-8 week onboarding and education program that includes rotations in operations and Sales & Service, with a certification at the end to demonstrate necessary skills for the role within the Retail Personal Banker family.

The position focuses on consultative sales to identify and meet customers' financial needs, cross-selling to the existing base, and maintaining strong relationships while

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