Personal Banker I - Limestone Marketplace (Gainesville, GA)

Fifth Third Bank • Gainesville, GA

20d • Onsite

About The Position

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 aims to acquire new households and deepen existing customer relationships through activities such as lobby leadership or aisle time and tele-consulting. It includes processing teller transactions and serving 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 position 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 requires travel within the affiliate for training, travel outside the affiliate for some classroom training sessions, and scheduling flexibility. The work takes place in a normal office environment and includes extended viewing of computer screens. Fifth Third describes its Total Rewards as including comprehensive benefits and differentiated compensation, but specific benefits and salary figures are not stated in the posting.

Requirements

• College degree or 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 good judgment to make sound decisions.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) is required at the time of employment.
• Ability to travel within the affiliate for training and outside the affiliate for classroom training sessions; scheduling flexibility is required.

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 reach customers and set appointments for 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 Mortgage, Small Business, Commercial, and Investment partners and make referrals when appropriate.
• Meet or exceed customer experience and individual or team production goals and support year-over-year revenue growth.
• Guide CSRs on the sales and referral process.
• Promote customer satisfaction through a friendly, helpful, professional demeanor; answer customer questions and take ownership of customer issues.
• Maintain confidentiality 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 and own sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing processes as directed.
• Stay current on Retail procedures intended to mitigate fraud and unnecessary risk or exposure.
• Process teller transactions and perform platform staff duties.
• Complete the onboarding and education program and its concluding certification.
• Travel for training within and outside the affiliate as required.

Benefits

• Comprehensive benefits programs designed to support employees and their 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