Personal Banker Associate I - Midtown, Nashville, TN

Fifth Third Bank • Nashville, TN

10d • Onsite

About The Position

The Personal Banker Associate I role prepares selected candidates to become a Retail Personal Banker I through a 4–8 week onboarding and education program, with rotations in Operations and Sales & Service and a certification at the end of the program. As a Financial Center position, the role uses a consultative sales process to identify and meet customers’ and prospects’ financial needs, acquire new households, and deepen existing customer relationships through activities such as lobby leadership, tele-consulting, and outside sales. The role also processes teller transactions and works as part of the platform staff.

The position is accountable for managing risk, following policies and procedures, protecting confidential information, and doing what is right for customers and colleagues. The role works with business partners to provide timely, holistic financial solutions, supports customer satisfaction, and contributes to individual and team production goals and year-over-year revenue growth. Training may require travel within the affiliate and travel outside the affiliate for classroom sessions, as well as scheduling flexibility.

Requirements

• College degree or work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities aimed at acquiring new consumer household and small business customers and/or cross-selling to existing customers.
• Ability to demonstrate understanding of advanced math 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 good judgment in making sound decisions.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) is required at the time of employment.

Nice To Haves

• Experience in the financial industry.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to develop 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 contact customers and schedule periodic financial reviews.
• Cross-sell to existing customers and participate in directed outside sales activities, such as onsite presentations, business sales calls, and community financial literacy events.
• Build relationships with assigned Mortgage, Small Business, Commercial, and Investment partners and refer customers when appropriate.
• Meet or exceed customer experience and individual and team production goals, contributing to year-over-year revenue growth.
• Guide CSRs on sales and referral processes.
• Promote customer satisfaction through a friendly, helpful, professional demeanor; answer customer questions and take ownership of customer issues.
• Protect confidential business information 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 the consumer loan and bankcard process and own sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing as directed.
• Stay current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
• Process teller transactions and perform platform staff duties.
• Openly exchange ideas and opinions, elevate concerns, and follow policies and procedures to manage risk.

Benefits

• Comprehensive benefits programs 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