Personal Banker Associate I - Belle Meade (Nashville, TN)

Fifth Third Bancorp
Nashville
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer relationship building","Cross-selling","Communication","Risk management"]

Build and manage retail customer relationships using a consultative sales process and Financial Needs Assessment. Recommend solutions across retail consumer and small business products, use approved marketing tools to set appointments, and cross-sell to existing customers through outside sales activities and community events. Partner with business groups like Mortgage, Small Business, and Commercial/Investment to provide holistic solutions, support CSRs, process transactions, and meet customer experience and production goals while following risk and ethics policies.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate I - Belle Meade (Nashville, TN)

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Build and manage retail customer relationships using a consultative sales process and Financial Needs Assessment. Recommend solutions across retail consumer and small business products, use approved marketing tools to set appointments, and cross-sell to existing customers through outside sales activities and community events. Partner with business groups like Mortgage, Small Business, and Commercial/Investment to provide holistic solutions, support CSRs, process transactions, and meet customer experience and production goals while following risk and ethics policies.
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 current and future financial needs.
  • •Recommend appropriate retail consumer and small business products/services based on in-depth product knowledge and the company value proposition.
  • •Use CAMP and other approved marketing tools to proactively reach out, set appointments, and conduct periodic financial reviews.
  • •Cross-sell to the existing customer base and perform outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
  • •Meet/exceed customer experience and production goals, support CSRs on sales and referrals, and process teller transactions while keeping required information confidential and following risk policies.
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 preferred.
  • •Ability to develop comfort with sales activities to acquire consumer household and small business customers and/or cross-sell to established customers.
  • •Demonstrated ability to analyze credit and financial information using advanced math functions.
  • •S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industryConsumer bankingSmall businessRetail banking
Skills:Consultative salesCustomer relationship buildingCross-sellingCommunicationRisk management
Certifications:S.A.F.E. Act registrationNMLS

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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