Personal Banker I - Limestone Marketplace (Gainesville, GA)

Fifth Third Bank • Gainesville, GA

21d • Onsite

About The Position

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

The position is accountable for managing risk, following policies and procedures, protecting confidential business information, and helping deliver a positive customer experience. The Personal Banker works with customers on Retail consumer and small business products, referrals, consumer loans, and bankcards, and contributes to individual and team production goals and Financial Center revenue growth. The role requires travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility. The work is performed in a normal office environment and involves extended viewing of computer screens.

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 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.
• Must obtain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment.
• Ability to travel within the affiliate for training and outside the affiliate for classroom training, and scheduling flexibility.

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 for timely, holistic financial solutions.
• 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 a friendly, helpful, and professional demeanor; answer questions and take ownership of customer issues.
• Maintain customer and business 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 consumer loan and bankcard processes and manage sourced loans from application through closing.
• Participate in opening and closing the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Stay current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
• Identify, assess, manage, monitor, and report risks while following the Bank’s risk appetite and applicable procedures.

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