Personal Banker Associate I - Fairview, TN

Fifth Third Bank • Fairview, TN

1d • Onsite

About The Position

Selected candidates are 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 and a concluding 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 customer relationships through activities such as lobby leadership or aisle time and tele-consulting. It also processes teller transactions and works as a member of the platform staff.

The position is accountable for managing risk, following policies and procedures, and acting in the best interests of customers and colleagues. It aims to provide a positive customer experience while identifying, assessing, managing, monitoring, and reporting risks within the Bank’s risk appetite. The role may require travel within the affiliate for training and travel outside the affiliate for classroom training sessions, as well as scheduling flexibility.

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 established customers.
• Ability to demonstrate understanding of advanced math functions used to analyze 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 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 suitable 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, including onsite presentations, business sales calls, and community financial literacy events.
• Build working relationships with assigned Mortgage, Small Business, Commercial, and Investment business 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 sales and referrals.
• 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 consumer loan and bankcard processes and manage sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing processes as directed.
• Stay current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
• Process teller transactions and perform platform staff duties.
• Complete the onboarding and education program and concluding certification.

Benefits

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