Fifth Third Bank

Personal Banker

Fifth Third Bank

full-time

Posted on:

Location Type: Office

Location: Nashville • Tennessee • United States

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About the role

  • Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs
  • Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition
  • Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews
  • Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed
  • Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial, and Investment), referring customers when appropriate to provide timely, and holistic financial solutions
  • Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L
  • Provide guidance to CSRs with respect to the sales and referral process
  • Promote customer satisfaction with a friendly, helpful demeanor and professionalism
  • Act with confidence by answering customer questions and owning customer issues
  • Maintain a position of trust and responsibility by keeping all business confidential
  • Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times
  • Adhere to established policies and procedures while opening/servicing the full range of Retail products
  • Participate in the consumer loan and bankcard process, owning sourced loans from application through closing
  • Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager
  • Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure

Requirements

  • College degree or work experience providing transferrable skills, or combination of education and experience
  • Experience in the financial industry preferred
  • Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers
  • Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information
  • Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication
  • Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions
  • This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS)
Benefits
  • Comprehensive benefits
  • Differentiated compensation offerings
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial needs assessmentcross-sellingsales activitiesadvanced math functionsconsumer loan processbankcard processfinancial analysis
Soft Skills
customer satisfactionprofessionalismcommunicationrelationship buildingtrustworthinessethical behaviorproblem-solving
Certifications
S.A.F.E. Act registrationNMLS registration