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

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

Build customer profiles using a consultative sales process and Financial Needs Assessment, then proactively meet retail and small-business financial needs through cross-selling and appointment setting. Maintain product/service expertise for recommendations, use approved marketing tools to reach customers, and collaborate with business partners (Mortgage, Small Business, Commercial, Investment) to deliver holistic solutions. Process teller transactions as part of the Financial Center platform staff while maintaining risk, compliance, and customer-first standards.

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Fifth Third Bancorp
Fifth Third Bancorp
1 month ago

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

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Last checked: 4 hours agoStatus: Live

Job Summary

Build customer profiles using a consultative sales process and Financial Needs Assessment, then proactively meet retail and small-business financial needs through cross-selling and appointment setting. Maintain product/service expertise for recommendations, use approved marketing tools to reach customers, and collaborate with business partners (Mortgage, Small Business, Commercial, Investment) to deliver holistic solutions. Process teller transactions as part of the Financial Center platform staff while maintaining risk, compliance, and customer-first standards.
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 needs.
  • •Maintain knowledge of retail consumer and small business products/services and recommend solutions aligned to the bank’s value proposition.
  • •Use CAMP and other approved marketing tools to reach customers and set appointments for periodic financial reviews.
  • •Focus on cross-selling and engage in outside sales activities and community financial literacy events as directed.
  • •Process teller transactions and support the Financial Center platform staff while meeting customer experience and production goals and maintaining confidentiality and ethics.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferable skills, or a combination of education and experience.
  • •Experience in the financial industry is preferred.
  • •Ability to use consultative sales activities to acquire new households and/or cross-sell to existing customers.
  • •Demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.
Experience:Financial industry
Skills:Consultative salesCustomer serviceRisk awarenessCommunicationProfessionalism
Licenses:NMLS
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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