Personal Banker I - GA South Central Region

Fifth Third Bank • Peachtree City, GA

1d • Onsite

About The Position

The Personal Banker I is a Financial Center position focused on using a consultative sales process to identify and meet the financial needs of customers and prospects. The role focuses on acquiring new households and deepening existing customer relationships through activities such as lobby leadership or aisle time, tele-consulting, and outside sales. It also processes teller transactions and works as a member of the platform staff.

Selected candidates complete a 4–8 week onboarding and education program with rotations in Operations and Sales & Service, followed by a certification demonstrating skills needed for the Retail Personal Banker job family. The role is accountable for managing risk, following policies and procedures, acting in customers’ and colleagues’ best interests, and contributing to a positive customer experience. The position is located in Peachtree City, Georgia, and requires travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility.

Requirements

• College degree, work experience providing transferable skills, or a combination of education and experience.
• Demonstrated ability to become comfortable with sales activities designed to acquire new consumer household and small business customers and/or cross-sell 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.
• Demonstrated ability to develop working knowledge of Retail policies and procedures and use good judgment in making sound decisions.
• 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 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 outside sales activities as directed, including onsite presentations, business sales calls, and community financial literacy events.
• Build working relationships with assigned Mortgage, Small Business, Commercial, and Investment partners and make appropriate customer referrals.
• Meet or exceed customer experience and individual and team production goals, supporting year-over-year revenue growth measured by the Financial Center P&L.
• Guide CSRs on sales and referral processes.
• Promote customer satisfaction through a friendly, helpful, and professional demeanor; answer questions 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 and own sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing processes as directed by the Financial Center Manager.
• Keep current with Retail procedures for mitigating fraud and unnecessary risk or exposure.
• Complete the onboarding and education program and demonstrate required skills in the concluding certification.
• Process teller transactions and work as a member of the platform staff.
• Exchange ideas and opinions, elevate concerns, and identify, assess, manage, monitor, and report risks.

Benefits

• Comprehensive benefits 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