Personal Banker Associate II - Cool Springs - Brentwood, TN

About the Role

Selected candidates will undergo a 4-8 week on-boarding and education program, including rotations in Operations and Sales & Service, to become a Retail Personal Banker II. The program concludes with a certification to demonstrate skills necessary for the role. This position focuses on sales development, relationship building, and promoting deposits, loans, and fee-based services while retaining customers.

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/services, recommending appropriate solutions.
• Utilize CAMP and other marketing tools to proactively reach out to customers and set appointments for financial reviews.
• Engage in cross-selling to existing customers and outside sales activities (e.g., onsite presentations, business calls, community events).
• Establish relationships with Business Partners (Mortgage, Small Business, Commercial, Investment) for holistic financial solutions.
• Meet/exceed customer experience and production goals, enhancing year-over-year revenue growth.
• Provide guidance to Customer Service Representatives (CSRs) on sales and referral processes.
• Promote customer satisfaction with professionalism and a friendly demeanor.
• Maintain confidentiality and adhere to the Bancorp Code of Business Conduct and Ethics.
• Follow policies and procedures for opening/servicing Retail products.
• Participate in consumer loan and bankcard processes, managing sourced loans from application to closing.
• Assist in the opening/closing process of the Financial Center or Bank Mart as directed.
• Stay updated on Retail procedures to mitigate fraudulent activity and risk.

Qualifications

• College degree, transferable work experience, or a combination of education and experience.
• Experience in the financial industry preferred.
• Demonstrated ability to engage in sales activities for acquiring new customers and cross-selling to existing ones.
• Understanding of advanced math functions for credit and financial analysis.
• Professional representation of Fifth Third Bank in appearance and communication.
• Ability to develop knowledge of Retail policies and procedures for sound decision-making.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) required.

Working Conditions

• Normal office environment.
• Extended viewing of computer screens.
• Travel within the affiliate for training and scheduling flexibility.
• Travel outside the affiliate for classroom training sessions.

Location: Brentwood, Tennessee 37027