Personal Banker Associate I - Hickory Village, TN

Fifth Third Bank • Nashville, TN

11d • 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, including rotations in operations and Sales & Service, followed by a certification. The Personal Banker I is a Financial Center position that uses a consultative sales process to identify and meet the financial needs of customers and prospects. The role focuses on acquiring new households and deepening existing relationships through activities such as lobby leadership or aisle time and tele-consulting. It also processes teller transactions and works as part of the platform staff.

The role is accountable for managing risk, following policies and procedures, and acting in the best interests of customers and colleagues. It contributes to a positive customer experience while identifying, assessing, managing, monitoring, and reporting risks within the Bank’s risk appetite.

The position is based in Nashville, Tennessee, and 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, with extended viewing of computer screens.

Requirements

• College degree, work experience that provides 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 math functions for analyzing credit and financial information.
• Ability to professionally represent Fifth Third Bank in appearance and verbal and written communication.
• Ability to develop working knowledge of Retail policies and procedures and use good judgment in making sound decisions.
• Must obtain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.

Nice To Haves

• Experience in the financial industry.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
• Maintain in-depth knowledge of Retail consumer and small business products and services, and recommend appropriate solutions.
• Use CAMP and other approved marketing tools to contact customers proactively and schedule periodic financial reviews.
• Cross-sell to existing customers and participate in outside sales activities as directed, such as onsite presentations, business sales calls, and community financial literacy events.
• Build working relationships with assigned Business Partners and refer customers when appropriate for timely, holistic financial solutions.
• Meet or exceed customer experience and individual and 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.
• Protect confidential business information and maintain a position of trust and responsibility.
• Follow the Bancorp Code of Business Conduct and Ethics and related policies, maintaining ethical behavior.
• Follow established policies and procedures when opening and servicing Retail products.
• Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
• Participate in opening and closing the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Stay current on Retail procedures intended to mitigate fraud and unnecessary risk or exposure.
• Complete the onboarding, education, and certification program to demonstrate skills required for the Retail Personal Banker job family.

Benefits

• Comprehensive benefits programs designed to support employees and their families across 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