Personal Banker I - Thompson Bridge DeNovo

Fifth Third Bank • Gainesville, GA

6d • 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 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 works as part 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 to demonstrate the skills needed for the Retail Personal Banker job family. The position is accountable for managing risk, following policies and procedures, protecting confidential information, and creating a positive customer experience while meeting production and customer experience goals.

The role is based in a normal office environment and requires extended computer-screen viewing, schedule flexibility, and travel within the affiliate for training, as well as travel outside the affiliate for classroom training.

Requirements

• A college degree, work experience providing transferable skills, or a combination of education and experience.
• Ability to demonstrate 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 in 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.

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 engage in directed outside sales activities, such as onsite presentations, business sales calls, and community financial literacy events.
• Build working relationships with assigned Mortgage, Small Business, Commercial, and Investment partners, referring customers when appropriate.
• 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 customer questions confidently 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 consumer loan and bankcard processes, owning 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 to mitigate fraud and unnecessary risk or exposure.
• Complete the 4–8 week onboarding and education program and its concluding certification.

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