Personal Banker Associate I - Hickory Village - Nashville, TN

Fifth Third Bank • Nashville, TN

1d • Onsite

About The Position

The Personal Banker Associate I 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 and a concluding certification. In this Financial Center role, the Personal Banker I uses a consultative sales process to identify and meet customers’ and prospects’ financial needs, acquire new households, and deepen existing customer relationships. Activities may include lobby leadership or aisle time and tele-consulting. The role also processes teller transactions and works as a member of the platform staff.

The position is accountable for managing risk, following policies and procedures, protecting confidential information, and acting in ways that support a positive customer experience. It requires maintaining knowledge of retail banking policies and products, working with internal business partners to provide financial solutions, and participating in consumer loan and bankcard processes. The role may also participate in opening and closing the Financial Center or Bank Mart as directed.

The work is performed in a normal office environment. The program requires travel within the affiliate for training, travel outside the affiliate for some classroom training, and scheduling flexibility. The position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment.

Requirements

• College degree, or 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 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 is required at the time of employment.
• Ability to travel within and outside the affiliate for training and demonstrate scheduling flexibility.

Nice To Haves

• Experience in the financial industry is preferred.

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 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 as measured by the Financial Center P&L.
• Guide CSRs on sales and referrals.
• Promote customer satisfaction through a friendly, helpful, and professional manner; answer customer questions and take ownership of customer issues.
• Keep business information confidential and comply with 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 opening and closing the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Stay current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
• Complete the 4–8 week onboarding and education program, including rotations and a 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