Personal Banker II - Walnut Creek DeNovo

Fifth Third Bank•Walnut Creek, GA

1d•Onsite

About The Position

The selected candidate will complete a 4–8 week onboarding and education program with rotations in Operations and Sales & Service, followed by certification demonstrating the skills needed for the Retail Personal Banker job family. The Personal Banker II role focuses on sales development and relationship building through deposits, loans, fee-based services, and customer retention. The banker sells banking products and services that meet customer needs and provides specialized care to existing and prospective customers. The role uses a consultative sales and service process to understand customers’ financial needs, recommend solutions, build relationships, and generate referrals. The banker is accountable for managing risk, following policies and procedures, protecting confidential information, and delivering a positive customer experience. The position also requires travel within the affiliate for training and travel outside the affiliate for classroom training sessions, as well as 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 existing customers.
Ability to understand advanced math functions used to analyze credit and financial information.
Ability to represent Fifth Third Bank professionally 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 (NMLS) is required at the time of employment.
Ability to travel within the affiliate for training and outside the affiliate for classroom training; scheduling flexibility is required.

Nice To Haves

Experience in the financial industry.

Responsibilities

Use the consultative sales process and Financial Needs Assessment to create 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 conduct outside sales activities, including onsite presentations, business sales calls, and community financial literacy events, as directed.
Build working 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, contributing to year-over-year revenue growth measured by Financial Center P&L.
Guide CSRs on the sales and referral process.
Provide professional, helpful customer service; answer questions and take ownership of customer issues.
Maintain customer and business confidentiality 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 other unnecessary risks.
Complete required onboarding, education, and certification; travel for training as required.