Personal Banker I - Mableton DeNovo

Fifth Third Bank • Mableton, GA

4d • 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 demonstrating the skills needed for a role in 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 acquires new households and deepens existing customer relationships through activities such as lobby leadership, tele-consulting, and outside sales. It also processes teller transactions and performs platform duties.

The position is accountable for managing risk by sharing ideas and concerns, following policies and procedures, and consistently identifying, assessing, managing, monitoring, and reporting risks. The role is expected to act in customers’ and colleagues’ best interests and support a positive customer experience while operating within the Bank’s risk appetite.

The position requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment. Work is in a normal office environment and includes extended viewing of computer screens. The onboarding program requires travel within the affiliate, scheduling flexibility, and travel outside the affiliate for some classroom training sessions. No supervisory responsibilities are assigned.

Requirements

• College degree, relevant work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to established customers.
• Ability to demonstrate understanding of advanced math functions for analyzing 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 is required at the time of employment.
• Ability to travel within the affiliate and outside the affiliate for training, and to work with scheduling flexibility.

Nice To Haves

• Experience in the financial industry.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
• Maintain knowledge of Retail consumer and small business products and services, and recommend appropriate solutions.
• Use CAMP and other approved marketing tools to contact customers and schedule periodic financial reviews.
• Cross-sell to existing customers and participate in directed outside sales activities, such as onsite presentations, business sales calls, and community financial literacy events.
• Build relationships with assigned Mortgage, Small Business, Commercial, and Investment partners, and refer customers when appropriate.
• Meet or exceed customer experience and individual and team production goals, contributing to year-over-year revenue growth measured by the Financial Center P&L.
• Guide CSRs on the sales and referral process.
• Promote customer satisfaction through friendly, helpful, professional service; answer customer questions and take ownership of customer issues.
• Keep business information confidential 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 the consumer loan and bankcard process, 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 and unnecessary risk or exposure.
• Complete the onboarding and education program and its concluding certification.
• Travel within the affiliate for training and outside the affiliate for classroom training sessions, with scheduling flexibility.

Benefits

• Comprehensive benefits supporting 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