Personal Banker I - Covington Town Center De Novo
Fifth Third Bank, Covington, GA, United States
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Role Overview Selected candidates are intended to become a Retail Personal Banker I after completing a 4‑8 week onboarding and education program that includes rotations in operations and Sales & Service. 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 or prospects. The position is responsible for processing teller transactions, working as a member of the platform staff, and maintaining focus on acquiring new households and deepening existing customer relationships through activities such as lobby leadership, aisle time, and tele‑consulting.
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 in‑depth knowledge of retail consumer and small business products/services and recommend appropriate solutions using the value proposition.
Utilize CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
Primarily focus on cross‑selling to existing customers and engaging in outside sales activities such as Membership Advantage onsite presentations, business sales calls, and community financial literacy events.
Establish close working relationships with assigned business partners (Mortgage, Small Business, Commercial and Investment) and refer customers for timely, holistic financial solutions.
Consistently meet or exceed customer experience and production goals, enhancing year‑over‑year revenue growth as measured by the Financial Center P&L.
Provide guidance to CSRs regarding the sales and referral process.
Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
Answer customer questions confidently 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 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 that mitigate fraudulent activity and unnecessary risk or exposure.
Minimum Knowledge, Skills and Abilities
College degree or work experience providing transferable skills, or a combination of education and experience.
Experience in the financial industry preferred.
Demonstrated comfort with sales activities designed to acquire new consumer households and small business customers, and/or cross‑sell to existing customers.
Ability to analyze credit and financial information using advanced math functions.
Professional appearance and strong verbal/written communication.
Working knowledge of retail policies and procedures enabling sound judgment.
Requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Working Conditions
Normal office environment.
Extending viewing of computer screens.
3–5 hours per day spent in outside business development activities.
Requires travel within the affiliate for training and scheduling flexibility.
Travel outside the affiliate required for classroom training sessions.
Benefits At Fifth Third, we offer a comprehensive benefits program supporting physical, financial, emotional, and social well‑being. For more information, visit our benefits website.
EEO Statement Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
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Role Overview Selected candidates are intended to become a Retail Personal Banker I after completing a 4‑8 week onboarding and education program that includes rotations in operations and Sales & Service. 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 or prospects. The position is responsible for processing teller transactions, working as a member of the platform staff, and maintaining focus on acquiring new households and deepening existing customer relationships through activities such as lobby leadership, aisle time, and tele‑consulting.
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 in‑depth knowledge of retail consumer and small business products/services and recommend appropriate solutions using the value proposition.
Utilize CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
Primarily focus on cross‑selling to existing customers and engaging in outside sales activities such as Membership Advantage onsite presentations, business sales calls, and community financial literacy events.
Establish close working relationships with assigned business partners (Mortgage, Small Business, Commercial and Investment) and refer customers for timely, holistic financial solutions.
Consistently meet or exceed customer experience and production goals, enhancing year‑over‑year revenue growth as measured by the Financial Center P&L.
Provide guidance to CSRs regarding the sales and referral process.
Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
Answer customer questions confidently 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 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 that mitigate fraudulent activity and unnecessary risk or exposure.
Minimum Knowledge, Skills and Abilities
College degree or work experience providing transferable skills, or a combination of education and experience.
Experience in the financial industry preferred.
Demonstrated comfort with sales activities designed to acquire new consumer households and small business customers, and/or cross‑sell to existing customers.
Ability to analyze credit and financial information using advanced math functions.
Professional appearance and strong verbal/written communication.
Working knowledge of retail policies and procedures enabling sound judgment.
Requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Working Conditions
Normal office environment.
Extending viewing of computer screens.
3–5 hours per day spent in outside business development activities.
Requires travel within the affiliate for training and scheduling flexibility.
Travel outside the affiliate required for classroom training sessions.
Benefits At Fifth Third, we offer a comprehensive benefits program supporting physical, financial, emotional, and social well‑being. For more information, visit our benefits website.
EEO Statement Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
#J-18808-Ljbffr