De Novo Personal Banker I - Tucker, GA

Fifth Third Bank; Tucker (GA); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading banking institution seeks a De Novo Personal Banker tasked with building customer relationships and driving sales in a newly opened branch. This role offers significant responsibilities in creating customer profiles, promoting various banking products, and ensuring a positive banking experience as part of an inclusive workplace culture.

Qualifications

• Experience in financial industry preferred.
• Ability to develop comfort with sales activities.
• Professional appearance and communication skills.

Responsibilities

• Build customer profiles and identify financial needs through sales activities.
• Maintain knowledge of retail products/services and recommend solutions.
• Participate in loan processes and ensure positive customer experiences.

Skills

Sales

Customer Service

Consultative Sales Process

Education

College degree or equivalent work experience

Job description

Make banking a Fifth Third better

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

What is a De Novo? A De Novo is a new location that is being opened and staffed from the ground up.

As a De Novo Personal Banker, you are responsible for creating a great customer experience and growing a new branch from the ground up. Starting a branch with zero customers is a challenging and rewarding task! The Personal Banker focuses most of their time on developing new relationships over the telephone or in person, having great consultative conversations, and asking for referrals. They will also spend some of their time alongside the Financial Center Manager engaging in outside business development.

Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week onboarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to demonstrate skills necessary to perform successfully within the Retail Personal Banker job family. The Retail Personal Banker II role is a sales position focused on sales development and relationship building through the promotion of deposits, loans, fee-based services, and customer retention. The role involves selling a full range of banking products and services to meet customer needs, providing specialized care, and utilizing consultative sales processes.

GENERAL FUNCTION:

Selected candidates are intended to become a Retail Personal Banker I after completing a similar onboarding program. The Personal Banker I role is a Financial Center position focused on using the consultative sales process to identify and meet the financial needs of customers or prospects. This role emphasizes acquiring new households and deepening existing relationships through various activities, including lobby leadership or aisle time and tele-consulting. It also involves processing teller transactions and working as part of the platform staff.

Responsible and accountable for risk, following policies and procedures, and ensuring actions and behaviors drive a positive customer experience. Achieves results by managing risks within the Bank's risk appetite.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
• Maintain knowledge of retail products/services and recommend solutions.
• Utilize marketing tools to reach out to customers and set appointments for financial reviews.
• Focus on cross-selling and outside sales activities, including community events and business sales calls.
• Establish relationships with Business Partners and refer customers for holistic solutions.
• Meet/exceed customer experience and sales goals, and contribute to revenue growth.
• Guide Customer Service Representatives in sales and referral processes.
• Promote customer satisfaction with professionalism and confidence.
• Maintain confidentiality and adhere to the Bank's code of conduct and policies.
• Participate in loan and bankcard processes, owning sourced loans from application to closing.
• Assist in opening/closing the Financial Center or Bank Mart as directed.
• Stay updated on procedures to mitigate fraud and risk.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

• College degree, work experience, or a combination thereof.
• Experience in financial industry preferred.
• Ability to develop comfort with sales activities and cross-selling.
• Understanding of advanced math functions for credit and financial analysis.
• Professional appearance and communication skills.
• Knowledge of retail policies and good judgment in decision-making.
• Must be registered with S.A.F.E. Act through NMLS at employment.

WORKING CONDITIONS:

• Normal office environment.
• Extended viewing of computer screens.
• Travel within the affiliate for training and scheduling flexibility.
• Travel outside the affiliate for classroom training.

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Location: Tucker, Georgia 30084

Fifth Third Bank is proud to promote an inclusive culture and equal employment opportunity for all applicants regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military or veteran status, or any other protected status.