Personal Banker II - GA East Region (Milton and Alpharetta, GA)

Fifth Third Bank • Milton, GA

8d • 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, and a concluding certification. The position is a sales role focused on developing sales and building relationships through the promotion of deposits, loans, fee-based services, and customer retention. The banker sells banking products and services to meet existing and prospective customers’ needs while providing specialized care and service. The role uses a consultative sales and service process, approved tools, and staff referrals.

The position is accountable for managing risk and following applicable policies and procedures while supporting positive customer experiences. It works within the Bank’s risk appetite and involves identifying, assessing, managing, monitoring, and reporting risks.

The role primarily serves existing customers through cross-selling while also engaging in directed outside sales activities. It collaborates with business partners to refer customers for holistic financial solutions, supports customer service representatives with sales and referrals, and works toward individual and team production goals. The position also participates in loan and bankcard processes, Financial Center opening and closing as directed, and activities to mitigate fraud and risk.

The work is in a normal office environment and includes extended viewing of computer screens. Travel within the affiliate for training, scheduling flexibility, and travel outside the affiliate for classroom training are required. The posted location is Milton, Georgia, with the role identified as serving the GA East Region, including Milton and Alpharetta.

Requirements

• College degree, work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities to acquire 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 sound judgment in decision-making.
• 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 is preferred.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to develop 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 Mortgage, Small Business, Commercial, and Investment business partners and refer customers when appropriate.
• 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.
• Protect confidential business information and follow the Bancorp Code of Business Conduct and Ethics and related policies.
• Follow policies and procedures when opening and servicing Retail products.
• Participate in the consumer loan and bankcard process and manage sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing as directed by the Financial Center Manager.
• Keep current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
• Identify, assess, manage, monitor, and report risks while following Bank policies and procedures.

Benefits

• Comprehensive benefits designed to support 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
• Education Level: No Education Listed