Personal Banker II - Powers Ferry (Marietta, GA)

Fifth Third Bank • Marietta, GA

3d

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, and a concluding certification. The role focuses on sales development and relationship building through the promotion of deposits, loans, fee-based services, and customer retention. The Personal Banker sells banking products and services to meet customer needs, provides specialized customer care, and uses the bank’s consultative sales and service process and approved tools to identify opportunities and generate referrals.

The position is accountable for managing risk, following policies and procedures, protecting confidential information, and supporting positive customer experiences while achieving individual and team production goals. The employee also develops working relationships with internal business partners and provides guidance to Customer Service Representatives on sales and referrals.

Requirements

• College degree, 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 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 (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 participate in outside sales activities, including onsite presentations, business sales calls, and community financial literacy events as directed.
• Build relationships with Mortgage, Small Business, Commercial, and Investment business partners and refer customers as 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 Customer Service Representatives on sales and referral processes.
• Promote customer satisfaction through a friendly, helpful, and professional manner; answer questions and take ownership of customer issues.
• Protect confidential business information 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, managing sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing processes as directed by the Financial Center Manager.
• Stay current on retail procedures intended to mitigate fraud and unnecessary risk or exposure.

Benefits

• Comprehensive benefits programs designed to support employees and their families across 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