Personal Banker I - Bethelview DeNovo (Cumming, GA)

Fifth Third Bank • Cumming, GA

5d • Onsite

About The Position

The Personal Banker I is a Financial Center position focused on proactively identifying and meeting customers’ and prospects’ financial needs through a consultative sales process. The role focuses on acquiring new households and deepening existing customer relationships through activities such as lobby leadership, tele-consulting, and outside sales. It also processes teller transactions and serves as a member of the platform staff.

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 the Retail Personal Banker job family. The role is accountable for managing risk, following policies and procedures, protecting confidential information, and supporting a positive customer experience while working within the Bank’s risk appetite.

The position is based in a normal office environment and requires extended viewing of computer screens. Travel within the affiliate for training and flexibility in scheduling are required, as is travel outside the affiliate for classroom training sessions. The role requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment.

Requirements

• College degree, work experience providing 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 for analyzing credit and financial information.
• Ability to professionally represent Fifth Third Bank in appearance and verbal and written communication.
• 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 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 contact customers and schedule 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 Business Partners and refer customers when appropriate for holistic financial solutions.
• Meet or exceed customer experience and individual and team production goals, and support year-over-year revenue growth measured by the Financial Center P&L.
• Guide CSRs on the sales and referral process.
• Promote customer satisfaction through a friendly, helpful, and professional demeanor.
• Answer customer questions confidently and take ownership of customer issues.
• Protect confidential business information and maintain a position of trust and responsibility.
• Follow the Bancorp Code of Business Conduct and Ethics and related policies, maintaining ethical behavior.
• Follow established policies and procedures when opening and servicing Retail products.
• Participate in consumer loan and bankcard processes, owning sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing processes as directed.
• Stay current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
• Complete the onboarding and education program and certification for the Retail Personal Banker job family.
• Process teller transactions and serve as a member of platform staff.

Benefits

• Comprehensive benefits programs 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