Personal Banker Associate I - Williamson County

Personal Banker Associate I - Williamson County Brentwood, TN General Function: Selected candidates will become Retail Personal Banker I after completing a 4‑8 week onboarding and education program that includes rotations in operations and Sales & Service. A certification is awarded at program completion to demonstrate the skills needed for the Retail Personal Banker role. The position focuses on the consultative sales process to proactively identify and meet the financial needs of customers or prospects, acquiring new households and deepening existing relationships through activities such as lobby leadership, aisle time, tele‑consulting, teller transactions, and platform staff duties. Essential Duties and Responsibilities: 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. Utilize CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. Focus on cross‑selling to the existing customer base and engaging in outside sales activities such as membership advantage presentations, business sales calls, and community financial literacy events. Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment) and refer customers for timely, holistic financial solutions. Consistently meet or 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 regarding the sales and referral process. Promote customer satisfaction with a friendly, helpful demeanor and professionalism. Answer customer questions confidently and own customer issues. Maintain a position of trust and confidentiality. Adhere to the Bancorp Code of Business Conduct and Ethics and related policies. Follow established policies and procedures while opening/servicing the full range of Retail products. Participate in consumer loan and bankcard processing, owning sourced loans from application through closing. Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Manager. Keep up to date on Retail procedures to mitigate fraudulent activity and unnecessary risk or exposure. Minimum Knowledge, Skills and Abilities Required: College degree or work experience providing transferable skills, or a combination of education and experience. Preference for experience in the financial industry. Demonstrated ability to develop comfort with sales activities designed to acquire new consumer household and small business customers and/or cross‑sell to established customers. Proficiency in advanced math functions for analyzing credit and financial information. Professional appearance and effective verbal/written communication skills. Working knowledge of Retail policies and procedures to make sound judgments. Required S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Working Conditions: Normal office environment. Long computer screen viewing. Travel within the affiliate for training and scheduling flexibility. Travel outside the affiliate for various classroom training sessions. Benefits: Our Total Rewards include comprehensive benefits and differentiated compensation offerings designed to support the physical, financial, emotional, and social well‑being of employees and their families. For more information, visit Equal Employment Opportunity: Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status, or any other legally protected status. #J-18808-Ljbffr Dormont Manufacturing Co