Personal Banker Associate I - Harpeth Valley (Nashville, TN)

Fifth Third Bancorp
Nashville
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer service","Risk awareness","Communication","Problem ownership"]

Join a retail banking onboarding program that prepares you to become a Financial Center Personal Banker I. You’ll use a consultative sales approach and Financial Needs Assessment to understand customer needs, recommend retail and small business solutions, and drive appointments and cross-selling. The role also includes processing teller transactions, supporting customer risk/accountability requirements, collaborating with business partners, and meeting customer experience and revenue goals within the Financial Center.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I - Harpeth Valley (Nashville, TN)

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Last checked: 3 hours agoStatus: Live

Job Summary

Join a retail banking onboarding program that prepares you to become a Financial Center Personal Banker I. You’ll use a consultative sales approach and Financial Needs Assessment to understand customer needs, recommend retail and small business solutions, and drive appointments and cross-selling. The role also includes processing teller transactions, supporting customer risk/accountability requirements, collaborating with business partners, and meeting customer experience and revenue goals within the Financial Center.
Location: Nashville
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 financial needs.
  • •Maintain knowledge of retail consumer and small business products and recommend solutions aligned to the value proposition.
  • •Proactively reach out using CAMP and approved marketing tools to set appointments for periodic financial reviews.
  • •Cross-sell existing customers and support outside sales activities, including presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions and participate in consumer loan and bankcard processes, including owning loans from application through closing.
Travel: Medium travel

Key Requirements

  • •Complete a 4–8 week onboarding and education program and pass the certification at the end to perform as a Retail Personal Banker I.
  • •College degree or work experience providing transferrable skills (or combination of education and experience).
  • •Experience in the financial industry is preferred.
  • •Demonstrated ability to develop comfort with sales activities to acquire and cross-sell to customers.
  • •S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial services
Skills:Consultative salesCustomer serviceRisk awarenessCommunicationProblem ownership
Certifications:NMLS S.A.F.E. Act registration
Tech Stack:NMLS

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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