Personal Banker I - Riverdale DeNovo

Fifth Third Bank • Riverdale, GA

5d • Onsite

About The Position

Selected candidates complete a 4–8 week onboarding and education program, including rotations in operations and Sales & Service, followed by a certification to demonstrate the skills needed for the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using a consultative sales process to identify and meet customers’ and prospects’ financial needs. The role seeks to acquire new households and deepen existing relationships through activities such as lobby leadership, tele-consulting, and outside sales. It also processes teller transactions and works as part of the platform staff.

The Personal Banker is accountable for managing risk, following policies and procedures, protecting confidential information, and doing what is right for customers and colleagues. The role operates within the Bank’s risk appetite and contributes to a positive customer experience while achieving individual and team results.

The position is based in Riverdale, Georgia. The work takes place in a normal office environment, includes extended viewing of computer screens, and requires travel within the affiliate for training as well as travel outside the affiliate for some classroom training. Scheduling flexibility is required for the training program.

Requirements

• College degree or work experience that provides transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities aimed at acquiring new consumer household and small business customers and/or cross-selling to established customers.
• Ability to demonstrate understanding of advanced math functions used to analyze credit and financial information.
• Ability to professionally represent Fifth Third Bank through appearance and verbal and written communication.
• Ability to develop working knowledge of Retail policies and procedures and use sound judgment in decision-making.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) is required at the time of employment.

Nice To Haves

• Experience in the financial industry is preferred.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to develop customer profiles and identify current and future financial needs.
• Maintain knowledge of Retail consumer and small business products and services, and recommend suitable solutions.
• Use CAMP and other approved marketing tools to proactively contact customers and arrange periodic financial reviews.
• Cross-sell to existing customers and participate in directed outside sales activities, including onsite presentations, business sales calls, and community financial literacy events.
• Build working relationships with assigned Mortgage, Small Business, Commercial, and Investment partners, and refer customers as appropriate.
• Meet or exceed customer experience and individual and team production goals, contributing to year-over-year revenue growth as measured by the Financial Center P&L.
• Guide CSRs on the sales and referral process.
• Promote customer satisfaction through a friendly, helpful, professional demeanor; answer customer questions confidently and take ownership of customer issues.
• Protect confidential business information and follow the Bancorp Code of Business Conduct and Ethics and related policies.
• Follow established policies and procedures when opening and servicing Retail products.
• Participate in consumer loan and bankcard processes, managing sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing as directed by the Financial Center Manager.
• Stay current on Retail procedures for mitigating fraud, risk, and unnecessary exposure.
• Complete the onboarding and education program and its concluding certification.
• Travel for training and maintain scheduling flexibility as required by the training program.

Benefits

• Comprehensive benefits programs designed to support employees’ and families’ physical, financial, emotional, and social well-being.
• Differentiated compensation offerings.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed