Personal Banker II - GA West Region

Fifth Third Bank • Smyrna, GA

1d • Onsite

About The Position

Selected candidates are intended to become a Retail Personal Banker II after completing 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 Retail Personal Banker II is a sales position focused on sales development and relationship building through the promotion of deposits, loans, fee-based services, and customer retention. The role sells banking products and services to meet the needs of existing and prospective customers while providing specialized care and service. It uses the consultative sales and service process, approved tools, and staff referrals.

The role is accountable for managing risk, following policies and procedures, and supporting a positive customer experience while achieving results 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, flexibility in scheduling, and travel outside the affiliate for classroom training sessions.

Requirements

• College degree, or work experience providing transferable skills, or a combination of education and experience.
• Demonstrated ability to develop comfort with sales activities to acquire consumer household and small business customers and/or cross-sell to existing customers.
• Ability to demonstrate understanding of advanced math functions used to analyze credit and financial information.
• Ability to professionally represent Fifth Third Bank in appearance and verbal and written communication.
• Demonstrated 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; the role requires completion of the applicable MU4R questions and registration.

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 using the Bank’s value proposition.
• Use CAMP and other approved marketing tools to contact customers proactively and schedule periodic financial reviews.
• Focus on cross-selling to existing customers and conduct 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 Business Partners, and refer customers when appropriate.
• Meet or exceed customer experience and individual and team production goals, and contribute 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 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 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.

Benefits

• Comprehensive benefits programs intended 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: Mid Level
• Education Level: No Education Listed