Personal Banker I: Customer-Focused Financial Advisor

Fifth Third Bank; Duluth (GA); On-site; USD 35,000 - 45,000; Full time

Job summary

Fifth Third Bank in Duluth, GA seeks a Retail Personal Banker I after a 4-8 week onboarding program that includes rotations in operations and Sales & Service. The Personal Banker I will use the consultative sales process to identify and meet the financial needs of customers or prospects while processing teller transactions.

This entry-level role emphasizes building relationships with new households and cross-selling Retail products, with a path to certification and advancement within the

Qualifications

• 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.
• This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

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 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 and referring customers for holistic financial solutions.
• Consistently meet/exceed customer experience and production goals and contribute to revenue growth.
• Provide guidance to CSRs with respect to the sales and referral process.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
• Maintain a position of trust and responsibility by keeping all business confidential.
• Follow the Bancorp Code of Business Conduct and Ethics and other policies.
• Adhere to policies while opening/servicing the full range of Retail products.
• Participate in consumer loan and bankcard process from application through closing.
• Maintain training spaces for Financial Center or Bank Mart as directed by the Manager.
• Stay updated on Retail procedures to mitigate fraudulent activity and risk.

Skills

Sales experience

Customer service

Communication skills

Math skills

Professional appearance

Education

College degree or relevant experience

Job description

Fifth Third Bank in Duluth, GA seeks a Retail Personal Banker I after a 4-8 week onboarding program that includes rotations in operations and Sales & Service. The Personal Banker I will use the consultative sales process to identify and meet the financial needs of customers or prospects while processing teller transactions.

This entry-level role emphasizes building relationships with new households and cross-selling Retail products, with a path to certification and advancement within the