Personal Banker Associate I - Lee Victory (Smyrna, TN)

General Function Selected candidates are intended to become a Retail Personal Banker I after completing a 4–8 week onboarding and education program that includes rotations in operations and Sales & Service. The program culminates in a certification that allows candidates to demonstrate the skills necessary to perform successfully in the Retail Personal Banker job family. 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 and services, and recommend appropriate solutions based on the bank’s value proposition. Utilize CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. Primarily focus on cross‑selling to the existing customer base and engaging in outside sales activities (e.g., Membership Advantage onsite presentations, business sales calls, community financial literacy events) as directed. Establish close relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment) and refer customers when appropriate to provide timely, holistic financial solutions. Consistently meet or exceed customer experience and individual/team production goals and contribute to 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, and resolve issues. Maintain confidentiality of all business and ensure adherence to the Bancorp Code of Business Conduct and Ethics. Adhere to established policies and procedures when opening/servicing retail products. Participate in consumer loan and bankcard processes, owning sourced loans from application through closing. Participate in opening/closing the Financial Center or Bank Mart as directed by the Manager. Keep up to date on procedures that mitigate fraud and unnecessary risk or exposure. Minimum Knowledge, Skills, and Abilities College degree or equivalent work experience providing transferable skills. Preferred experience in the financial industry. Demonstrated ability to develop comfort with sales activities to acquire new consumer household and small business customers and/or cross‑sell to existing customers. Understanding of advanced math functions for analysis of credit and financial information. Professional appearance and verbal/written communication skills. Working knowledge of Retail policies and procedures and sound judgment in decision making. Required S.A.F.E. Act registration at the time of employment via the Nationwide Mortgage Licensing System (NMLS). Working Conditions Normal office environment with extended computer usage. The program requires travel within the affiliate for training, as well as flexibility for scheduling and occasional travel outside the affiliate for classroom training sessions. Location Smyrna, Tennessee 37167 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 Fifth Third