Personal Banker Associate I - West Meade

Fifth Third Bancorp
Nashville
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer focus","Professional communication","Confidentiality","Risk awareness"]

Use a consultative sales process and Financial Needs Assessment to build customer profiles, identify financial needs, and recommend retail consumer and small business solutions. Proactively reach out using CAMP and other marketing tools, cross-sell to existing customers, and support outside sales such as presentations and financial literacy events. Partner with mortgage and business teams to refer customers, meet production and customer experience goals, process teller transactions, and source loans through closing while following risk and ethics policies.

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Fifth Third Bancorp
Fifth Third Bancorp
1 month ago

Personal Banker Associate I - West Meade

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Use a consultative sales process and Financial Needs Assessment to build customer profiles, identify financial needs, and recommend retail consumer and small business solutions. Proactively reach out using CAMP and other marketing tools, cross-sell to existing customers, and support outside sales such as presentations and financial literacy events. Partner with mortgage and business teams to refer customers, meet production and customer experience goals, process teller transactions, and source loans through closing while following risk and ethics policies.
Location: Nashville
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Complete onboarding and education program rotations (operations, Sales & Service) and earn certification within the Personal Banker job family.
  • •Use consultative sales and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
  • •Maintain knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Proactively reach out using CAMP and approved marketing tools, set appointments for financial reviews, and engage in cross-selling and outside sales activities.
  • •Process teller transactions, support platform staff, work with business partners to refer customers, and own loan sourcing from application through closing while meeting production and customer experience goals.
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/or cross-sell to existing customers.
  • •Must demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •S.A.F.E. Act registration required at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial services
Skills:Consultative salesCustomer focusProfessional communicationConfidentialityRisk awareness
Licenses:S.A.F.E. Act registrationNMLS
Tech Stack:CAMP

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
Glassdoor
Glassdoor: 3.7
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