Jobs · Finance · Georgia

Personal Banker Associate I - Sandy Springs (Atlanta, GA)

Fifth Third Bank · Atlanta, GA · 3 wk ago
FinanceFull-time

About the role

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

Responsibilities

  • Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
  • Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
  • Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
  • Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
  • Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
  • Provide guidance to CSRs with respect to the sales and referral process.
  • Provide a friendly, helpful demeanor and professionalism.
  • Answer customer questions and own customer issues.
  • Maintain a position of trust and responsibility by keeping all business confidential.
  • Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
  • Adhere to established policies and procedures while opening/servicing the full range of Retail products.
  • Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
  • Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
  • Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.

Requirements

College degree or work experience providing transferrable skills, or, combination of education and experience. Experience in the financial industry preferred. Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication. Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.

Qualifications

S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Skills

Consultative sales process, Financial Needs Assessment, Retail consumer and small business products/services, CAMP, Marketing tools, Financial Center, Bank Mart, Consumer loan and bankcard process, Loan ownership, Customer experience, Production goals, Business Partners, Holistic financial solutions, Customer satisfaction, Fraudulent activity mitigation, Risk management, Retail policies and procedures, Good judgment, Ethical behavior, Professionalism, Confidentiality, Policies and procedures adherence, Customer service, Communication, Math functions, Financial information analysis, Customer relationship management, Sales activities, Cross-selling, Outside sales activities, Financial reviews, Appointment setting, Customer referrals, Customer issues ownership, Customer experience enhancement, Revenue growth, Team performance, Production goals achievement, Financial Center P&L, Customer experience improvement, Customer satisfaction enhancement, Customer loyalty, Customer retention, Customer engagement, Customer feedback, Customer service excellence, Customer service standards, Customer service expectations, Customer service training, Customer service coaching, Customer service development, Customer service improvement, Customer service enhancement, Customer service enhancement strategies, Customer service improvement strategies, Customer service development strategies, Customer service training strategies, Customer service coaching strategies, Customer service development strategies, Customer service enhancement strategies, Customer service improvement strategies, Customer service training strategies, Customer service coaching strategies, Customer service development strategies, Customer service enhancement strategies, Customer service improvement strategies, Customer service training strategies, Customer service coaching strategies, Customer service development strategies, Customer service enhancement strategies, Customer service improvement strategies, Customer 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