Personal Banker Associate II - Carothers Crossing West, Franklin, TN

Fifth Third Bank • Franklin, TN

16d • Onsite

About The Position

Selected candidates are intended to become a Retail Personal Banker II after completing a 4–8 week onboarding and education program, including rotations in Operations and Sales & Service, and a concluding certification. The Retail Personal Banker II role focuses on sales development and relationship building through the promotion of deposits, loans, fee-based services, and customer retention. The role sells banking products and services to meet customers’ needs and provides specialized care and service to existing and prospective customers. It uses the bank’s consultative sales and service process, approved tools, and staff referral activity.

The position is accountable for managing risk in accordance with bank policies and procedures, acting in customers’ and colleagues’ best interests, and supporting positive customer experiences. It works within the bank’s risk appetite to identify, assess, manage, monitor, and report risks.

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

Fifth Third describes its Total Rewards as including comprehensive benefits and differentiated compensation offerings. Individual salary within the applicable pay-grade range varies according to factors including skillset, experience, education, and geographic location; no salary figures are provided in the posting.

Requirements

• College degree, work experience providing transferable skills, or a combination of education and experience.
• Demonstrated ability to become comfortable with sales activities to acquire 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.
• Demonstrated 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.

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 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 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 as measured by the Financial Center P&L.
• Guide CSRs on sales and referral processes.
• 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.
• Follow established policies and procedures when opening and servicing Retail products.
• Participate in consumer loan and bankcard processes, owning sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing as directed by the Financial Center Manager.
• Stay current on Retail procedures to mitigate fraud and unnecessary risk or exposure.
• Complete the 4–8 week onboarding and education program and concluding certification.

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