Personal Banker Associate II - Charlotte Park (Nashville, TN)

Fifth Third Bancorp
Nashville
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Communication","Customer focus","Ethical behavior","Risk awareness"]

Complete a 4–8 week onboarding and education program to become a Retail Personal Banker II, then use a consultative sales and service process to grow deposits, loans, and fee-based services. Build customer profiles via Financial Needs Assessment, recommend retail consumer and small business solutions, and drive appointments using approved marketing tools. Cross-sell, meet production and customer experience goals, provide referral guidance, and maintain confidentiality and risk accountability.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate II - Charlotte Park (Nashville, TN)

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Last checked: 15 minutes agoStatus: Live

Job Summary

Complete a 4–8 week onboarding and education program to become a Retail Personal Banker II, then use a consultative sales and service process to grow deposits, loans, and fee-based services. Build customer profiles via Financial Needs Assessment, recommend retail consumer and small business solutions, and drive appointments using approved marketing tools. Cross-sell, meet production and customer experience goals, provide referral guidance, and maintain confidentiality and risk accountability.
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.
  • •Recommend retail consumer and small business products and services using the company value proposition.
  • •Use CAMP and approved marketing tools to reach out to customers, set appointments, and conduct periodic financial reviews.
  • •Focus on cross-selling and engage in outside sales activities, including community financial literacy events and business sales calls.
  • •Provide referral guidance with Business Partners, meet production and customer experience goals, and maintain confidentiality while following policies and procedures.

Key Requirements

  • •College degree or work experience providing transferable skills or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Ability to engage in sales activities to acquire and cross-sell to consumer and small business customers.
  • •Demonstrated ability to use advanced math to analyze credit and financial information.
  • •Must complete S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.
Experience:Financial services
Skills:CommunicationCustomer focusEthical behaviorRisk awareness
Licenses: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
Glassdoor
Glassdoor: 3.7
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