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Personal Banker I – GA East Region
Fifth Third BankRetail Personal Banker I at Fifth Third Bank focused on financial needs assessment and customer relationship management. Responsible for sales and referrals while maintaining customer satisfaction in retail environments.
About the role
Key responsibilities & impact- Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week onboarding and education program
- 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
- Establish close working relationships with assigned Business Partners, referring customers when appropriate to provide timely and holistic financial solutions
- Consistently meet/exceed customer experience and individual/team production goals
- Provide guidance to CSRs with respect to the sales and referral process
- Promote customer satisfaction with a friendly, helpful demeanor and professionalism
- Participate in the consumer loan and bankcard process, owning sourced loans from application through closing
- Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure
Requirements
What you’ll need- 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).
Benefits
Comp & perks- Comprehensive benefits
- Differentiated compensation offerings
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Advanced Math FunctionsFinancial AnalysisConsumer Loan ProcessingBankcard ProcessingRetail Policies and Procedures
Soft Skills
Professional CommunicationCustomer SatisfactionRelationship BuildingTeam CollaborationFriendly Demeanor
Certifications
S.A.F.E. Act RegistrationNMLS Registration