Personal Banker Associate II - Rutherford County

Fifth Third Bancorp
Tennessee
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Relationship building","Customer service","Professional communication","Ethical conduct"]

Complete a 4–8 week onboarding and education program to become a Retail Personal Banker II focused on sales development and relationship building. Use the consultative sales process and Financial Needs Assessment to build customer profiles, cross-sell deposits, loans, and fee-based services, and retain customers. Proactively reach out using CAMP and marketing tools, collaborate with business partners, guide CSRs on referrals, and meet customer experience and production goals while following risk and compliance procedures.

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Fifth Third Bancorp
Fifth Third Bancorp
1 month ago

Personal Banker Associate II - Rutherford County

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Complete a 4–8 week onboarding and education program to become a Retail Personal Banker II focused on sales development and relationship building. Use the consultative sales process and Financial Needs Assessment to build customer profiles, cross-sell deposits, loans, and fee-based services, and retain customers. Proactively reach out using CAMP and marketing tools, collaborate with business partners, guide CSRs on referrals, and meet customer experience and production goals while following risk and compliance procedures.
Location: Tennessee
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Use consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and approved marketing tools to reach out to customers, set appointments, and conduct periodic financial reviews.
  • •Cross-sell to the customer base and perform outside sales activities, including community financial literacy events.
  • •Support referral activity by working closely with business partners and guide CSRs on the sales and referral process.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Experience in the financial industry is preferred.
  • •Demonstrated ability to develop comfort with sales activities to acquire new customers and cross-sell to existing customers.
  • •Ability to demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •This position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.
Experience:Financial industry
Skills:Consultative sellingRelationship buildingCustomer serviceProfessional communicationEthical conduct
Certifications:NMLS (SAFE Act)
Tech Stack:CAMPNMLS

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cincinnati, United States
Founded: 1858
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