Personal Banker II - GA South Central Region
General Function
Select candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family.
Responsible For
- Selling a full range of banking products and services to meet existing and prospective customer's needs
- Building a thorough customer profile and identifying current and future financial needs
- Maintaining an in-depth knowledge of Retail consumer and small business products/services and recommending appropriate solutions using our value proposition
- Utilizing CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews
- 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
- Establishing close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions
- Maintaining an in-depth knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions
- Providing guidance to CSRs with respect to the sales and referral process
- Offering guidance to CSRs with respect to the sales and referral process
- Providing specialized care and service to existing and prospective bank customers
- Ensuring actions and behaviors drive a positive customer experience
- Identifying, assessing, managing, monitoring, and reporting risks of all types
- Maintaining a position of trust and responsibility by keeping all business confidential
- Following the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times
- Opening/servicing the full range of Retail products
- Participating in the consumer loan and bankcard process, owning sourced loans from application through closing
- Participating in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager
- Keeping up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure
Essential Duties And 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
- Maintain an in-depth knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions
- Provide guidance to CSRs with respect to the sales and referral process
- Offer guidance to CSRs with respect to the sales and referral process
- Provide specialized care and service to existing and prospective bank customers
- Ensure actions and behaviors drive a positive customer experience
- Identify, assess, manage, monitor, and report risks of all types
- 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
- Open/servicing the full range of Retail products
- Participating in the consumer loan and bankcard process, owning sourced loans from application through closing
- Participating in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager
- Keeping up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure
Minimum Knowledge, Skills And Abilities Required
- 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
- This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS)
Supervisory Responsibilities
None.
Working Conditions
Normal office environment. Extending viewing of computer screens. This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. Travel outside of the affiliate will be required for various classroom training sessions.
Personal Banker II - GA South Central Region
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
LOCATION
Peachtree City, Georgia 30269
Attention search firms and staffing agencies:
Do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.