Personal Banker II - GA South Central Region

Fifth Third Bank • Peachtree City, GA

1d

About The Position

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 Personal Banker II role is a sales position focused on developing sales and customer relationships through promoting deposits, loans, fee-based services, and customer retention. The role sells banking products and services to meet existing and prospective customers’ needs and provides specialized customer care. It uses the bank’s consultative sales and service process and approved tools, while coordinating with staff on referrals.

The position is accountable for managing risk, following policies and procedures, raising concerns, and acting in the best interests of customers and colleagues. The role operates within the Bank’s risk appetite and identifies, assesses, manages, monitors, and reports risks. It also requires S.A.F.E. Act registration through the Nationwide Mortgage Licensing System at the time of employment. The role works in a normal office environment, includes extended viewing of computer screens, and requires travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility.

Requirements

• College degree, work experience that provides 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 in making sound decisions.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System is required at the time of employment.

Nice To Haves

• Experience in the financial industry.

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 proactively contact customers and schedule periodic financial reviews.
• Cross-sell to existing customers and participate in outside sales activities as directed, including onsite presentations, business sales calls, and community financial literacy events.
• Build working relationships with Business Partners in Mortgage, Small Business, Commercial, and Investment, 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 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.
• 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 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.

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: Mid Level