Personal Banker Associate I - South Tennessee

Fifth Third Bank • Brentwood, TN

4d • Onsite

About The Position

The selected candidate is intended to become a Retail Personal Banker I after completing a 4–8 week onboarding and education program with rotations in operations and Sales & Service, followed by a certification. The Personal Banker I is a Financial Center role focused on using a consultative sales process to identify and meet customers’ and prospects’ financial needs. The role supports acquiring new households and deepening existing customer relationships through activities such as lobby leadership or aisle time and tele-consulting. It also includes processing teller transactions and working as a member of the platform staff.

The role is accountable for managing risk, following policies and procedures, protecting confidential business information, and helping deliver a positive customer experience. The position requires travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility. The work environment is a normal office environment and includes extended viewing of computer screens.

Requirements

• College degree, work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to existing customers.
• Ability to demonstrate understanding of advanced mathematical functions for analyzing credit and financial information.
• Ability to professionally represent Fifth Third Bank through appearance and verbal and written communication.
• Ability to develop working knowledge of Retail policies and procedures and use sound judgment in decision-making.
• Must obtain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment.

Nice To Haves

• Experience in the financial industry is preferred.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
• Maintain knowledge of Retail consumer and small business products and services and recommend appropriate solutions.
• Use CAMP and other approved marketing tools to proactively contact customers and schedule periodic financial reviews.
• Cross-sell to existing customers and participate in directed outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
• Build working relationships with assigned Mortgage, Small Business, Commercial, and Investment partners and refer customers when appropriate.
• Meet or exceed customer experience and individual or team production goals and contribute to year-over-year revenue growth measured by the Financial Center P&L.
• Guide CSRs on the sales and referral process.
• Promote customer satisfaction through a friendly, helpful, and professional demeanor.
• Answer customer questions confidently and take ownership of customer issues.
• Maintain confidentiality and follow the Bancorp Code of Business Conduct and Ethics and related policies.
• Follow established policies and procedures when opening and servicing Retail products.
• Participate in consumer loan and bankcard processes and own sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing processes as directed by the Financial Center Manager.
• Stay current on Retail procedures intended to mitigate fraud and unnecessary risk or exposure.
• Complete a 4–8 week onboarding and education program, including rotations and certification.
• Travel within the affiliate for training and outside the affiliate for classroom training.

Benefits

• Comprehensive benefits designed to support employees’ and families’ physical, financial, emotional, and social well-being.
• Differentiated compensation offerings.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed