Personal Banker Associate I - Rutherford County

Fifth Third Bancorp
Tennessee
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Communication","Customer service","Ethical behavior","Risk management","Sales aptitude"]

Serve as a Retail Personal Banker I, building customer profiles using a consultative sales process and Financial Needs Assessment. Recommend retail consumer and small business solutions, conduct periodic financial review outreach using CAMP and approved marketing tools, and drive cross-selling and outside sales activities. Partner with mortgage, small business, commercial, and investment teams to refer customers for holistic financial solutions. Process teller transactions while supporting platform staff and maintaining risk and ethical standards.

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Fifth Third Bancorp
Fifth Third Bancorp
2 months ago

Personal Banker Associate I - Rutherford County

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Serve as a Retail Personal Banker I, building customer profiles using a consultative sales process and Financial Needs Assessment. Recommend retail consumer and small business solutions, conduct periodic financial review outreach using CAMP and approved marketing tools, and drive cross-selling and outside sales activities. Partner with mortgage, small business, commercial, and investment teams to refer customers for holistic financial solutions. Process teller transactions while supporting platform staff and maintaining risk and ethical standards.
Location: Tennessee
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify needs.
  • •Proactively reach out to customers using CAMP and approved marketing tools to set periodic financial review appointments.
  • •Cross-sell to existing customers and perform outside sales activities such as onsite presentations and business sales calls.
  • •Refer customers to assigned business partners (Mortgage, Small Business, Commercial and Investment) for timely, holistic solutions.
  • •Process teller transactions and follow retail policies/procedures, including risk identification and confidentiality requirements.
Travel: Medium travel

Key Requirements

  • •Complete the onboarding and education program leading to Retail Personal Banker I certification.
  • •Develop comfort with sales activities to acquire new consumer household and small business customers and cross-sell to existing customers.
  • •Maintain in-depth knowledge of retail consumer and small business products/services to recommend appropriate solutions.
  • •Demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •Obtain S.A.F.E. Act registration through NMLS at the time of employment (MU4R registration required).
Experience:Financial industryConsumer bankingSmall business lending
Skills:CommunicationCustomer serviceEthical behaviorRisk managementSales aptitude
Certifications:S.A.F.E. Act registration
Tech Stack:CAMPNMLSMU4R

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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Glassdoor: 3.7
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