Personal Banker I - GA West Region - Gwinnett County
Fifth Third Bank, Sugar Hill, GA, United States
General Function
Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on‑boarding and education program that includes rotations in operations and Sales & Service. The program concludes with a certification that demonstrates the skills necessary to successfully perform a role within the Retail Personal Banker 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 or prospects. The role is responsible for processing teller transactions and working as a member of the platform staff.
Accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures. The employee ensures that all actions and behaviors drive a positive customer experience and are aligned with the bank’s risk appetite.
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 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 the existing customer base and engage 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 and Investment) and refer customers when appropriate to provide timely, holistic financial solutions.
Consistently meet or 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.
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 and confidentiality by keeping all business information secret.
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.
Supervisory Responsibilities None.
Minimum Knowledge, Skills And Abilities Required
College degree or work experience providing transferable skills, or a 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 households 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 to use good judgment in making sound decisions.
Requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS website (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
Working Conditions
Normal office environment.
Extending viewing of computer screens.
This program requires 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 I - GA West Region - Gwinnett County 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 skill set, 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.
LOCATION – Duluth, Georgia 30097
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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Accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures. The employee ensures that all actions and behaviors drive a positive customer experience and are aligned with the bank’s risk appetite.
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 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 the existing customer base and engage 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 and Investment) and refer customers when appropriate to provide timely, holistic financial solutions.
Consistently meet or 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.
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 and confidentiality by keeping all business information secret.
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.
Supervisory Responsibilities None.
Minimum Knowledge, Skills And Abilities Required
College degree or work experience providing transferable skills, or a 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 households 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 to use good judgment in making sound decisions.
Requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS website (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
Working Conditions
Normal office environment.
Extending viewing of computer screens.
This program requires 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 I - GA West Region - Gwinnett County 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 skill set, 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.
LOCATION – Duluth, Georgia 30097
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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