Personal Banker - North Buckhead DeNovo
Fifth Third Bank
Personal Banker - North Buckhead DeNovo Location: Atlanta, Georgia 30342 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 culminates in a certification that demonstrates the skills necessary to perform a role within 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 or prospects. The role focuses on acquiring new households and deepening existing customer relationships through activities such as lobby leadership, aisle time, and tele‑consulting. It also includes processing teller transactions and platform staff duties. 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. 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 when appropriate to provide timely, holistic financial solutions. Consistently meet or exceed customer experience, individual and team production goals and enhance 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. Act with confidence by answering customer questions and owning 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 manager. Keep up to date on Retail procedures in place to mitigate fraudulent activity and reduce 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 with sales activities designed to acquire new consumer households and small business customers and/or cross‑sell to existing customers. Must be able to demonstrate understanding of advanced math functions that 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 make sound decisions. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Working Conditions Normal office environment. Extensive use of computer screens. Program requires travel within the affiliate for training and scheduling flexibility. Travel outside of the affiliate will be required for various classroom training sessions. Fifth Third Bank, National Association reserves the right to provide equal employment opportunities and prohibits discrimination based on 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 Fifth Third Bank
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