Personal Banker II - Campbellton Fairburn DeNovo

Fifth Third Bank • South Fulton, GA

4d • 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 role is a sales position focused on developing sales and relationships by promoting deposits, loans, fee-based services, and customer retention. It involves selling banking products and services, providing specialized customer care, and using the bank’s consultative sales and service process and approved tools to develop referrals.

The Personal Banker is accountable for managing risk, following policies and procedures, protecting confidential information, and acting in ways that support a positive customer experience. The role works with existing and prospective consumer and small-business customers, supports referrals to business partners, and contributes to individual and team production goals and Financial Center revenue growth.

The position is based in a normal office environment and includes 3–5 hours per day in outside business development activities. Training requires travel within the affiliate and to classroom sessions outside the affiliate, as well as scheduling flexibility.

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/or cross-sell to established 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.
• 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.
• Scheduling flexibility and ability to travel for training within and outside the affiliate.

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 outside sales activities, including onsite presentations, business sales calls, and community financial-literacy events, as directed.
• Build working relationships with assigned Mortgage, Small Business, Commercial, and Investment partners, and refer customers when appropriate.
• Meet or exceed customer-experience and individual and team production goals, supporting year-over-year revenue growth as 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.
• 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, managing 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.
• Complete the 4–8 week onboarding and education program, its Operations and Sales & Service rotations, and the concluding certification.
• Travel for affiliate training and classroom sessions outside the affiliate, as required.

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
• Education Level: No Education Listed