Personal Banker I - Dunwoody (Dunwoody, GA)
About the role
Selected candidates enter a 4–8 week onboarding and education program that includes rotations in operations and Sales & Service, culminating in a certification to demonstrate the skills needed for the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers and prospects. The role emphasizes acquiring new households and deepening existing relationships through lobby leadership (Financial Centers) or aisle time (Bank Marts), tele‑consulting, and processing teller transactions while working as a member of the platform staff. The position is accountable for risk management, customer experience, and adherence to the Bancorp Code of Business Conduct and Ethics. Location: Dunwoody, GA 30338.
Responsibilities
- Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
- Maintain in‑depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using the bank’s value proposition.
- Utilize CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
- Focus on cross‑selling to existing customers and engaging in outside sales activities (e.g., Membership Advantage onsite presentations, business sales calls, community financial literacy events) as directed.
- Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial, Investment) and refer customers when appropriate for holistic financial solutions.
- Consistently meet or exceed customer experience and individual/team production goals; enhance year‑over‑year revenue growth as measured by the Financial Center P&L.
- Provide guidance to CSRs on the sales and referral process.
- Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
- Act with confidence by answering customer questions and owning customer issues.
- Maintain a position of trust 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.
- Stay current on Retail procedures that mitigate fraudulent activity and unnecessary risk or exposure.
Requirements
- College degree or work experience providing transferrable skills, or a combination of education and experience.
- Experience in the financial industry preferred.
- Demonstrated ability to develop comfort with sales activities designed to acquire new consumer household and small business customers and/or cross‑sell to established customers.
- Ability to demonstrate understanding of advanced math functions for analysis of credit and financial information.
- Ability to professionally represent Fifth Third Bank in appearance and verbal/written communication.
- Demonstrated ability to develop a working knowledge of Retail policies and procedures to exercise sound judgment.
- S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Working Conditions
- Normal office environment with extended viewing of computer screens.
- Requires ability to travel within the affiliate for training and scheduling flexibility.
- Travel outside the affiliate required for various classroom training sessions.
Pay and Benefits
Base salary reflects the range for this pay grade across the U.S.; individual salaries vary by role, skillset, experience, education, and geographic location. Comprehensive benefits programs support physical, financial, emotional, and social well‑being. Details available at 53.com Careers – Benefits or through your talent acquisition partner.