Personal Banker Associate II - Willowbrook - Nashville, TN

Fifth Third Bank • Willowbrook, TN

1d • Onsite

About The Position

The Personal Banker Associate II is a sales-focused position that develops customer relationships by promoting deposits, loans, fee-based services, and customer retention. Selected candidates complete a 4–8 week onboarding and education program, including rotations in Operations and Sales & Service, followed by a certification demonstrating skills needed for the Retail Personal Banker job family. The role sells banking products and services to existing and prospective customers and provides specialized customer care. It uses a consultative sales and service process, works with colleagues on referrals, and manages risk by following policies, raising concerns, and acting in customers’ and colleagues’ best interests. The position is based in a normal office environment and requires travel within the affiliate for training, as well as travel outside the affiliate for some classroom training. Scheduling flexibility is required during training.

Requirements

• College degree, relevant 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 cross-selling to existing customers.
• Ability to demonstrate understanding of advanced mathematical functions used to analyze credit and financial information.
• Professional appearance and verbal and written communication skills when representing Fifth Third Bank.
• Ability to develop working knowledge of Retail policies and procedures and use sound judgment in decision-making.
• Ability to travel within the affiliate for training and outside the affiliate for classroom training, and scheduling flexibility during the program.
• 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 outside sales activities, such as onsite presentations, business sales calls, and community financial literacy events, as directed.
• Build working 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 measured by the Financial Center P&L.
• Guide CSRs on the sales and referral process.
• Promote customer satisfaction through friendly, helpful, professional service; answer 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 as directed by the Financial Center Manager.
• Stay current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
• Complete required S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment.

Benefits

• Comprehensive benefits 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