Relationship Banking Pro - Personal Banker II

Fifth Third Bank

Marietta (GA)

On-site

USD 40,000 - 65,000

Full time

13 days ago
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Job summary

Fifth Third Bank in Marietta, Georgia is seeking a Retail Personal Banker II as part of a 4-8 week onboarding with rotations in Operations and Sales & Service. The role focuses on developing relationships and promoting deposits, loans and fee-based services.

You'll use consultative sales and the bank's tools to identify customer needs, cross-sell to an existing client base, and refer to partners for holistic solutions while maintaining customer confidentiality and professional conduct.

Qualifications

  • College degree or equivalent transferrable skills required.
  • Experience in the financial industry preferred.
  • Strong sales aptitude to acquire new customers and cross-sell.
  • Strong math skills to analyze credit and financial data.
  • Professional appearance and communication skills.
  • Knowledge of Retail policies and procedures; sound judgment.
  • S.A.F.E. Act registration required at employment.

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 (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
  • 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 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 responsibility by keeping all business confidential.
  • 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.

Skills

Sales aptitude
Customer service
Communication skills
Math proficiency
Professional appearance
Policy knowledge
S.A.F.E. Act knowledge

Education

College degree or equivalent

Job description

Fifth Third Bank in Marietta, Georgia is seeking a Retail Personal Banker II as part of a 4-8 week onboarding with rotations in Operations and Sales & Service. The role focuses on developing relationships and promoting deposits, loans and fee-based services.

You'll use consultative sales and the bank's tools to identify customer needs, cross-sell to an existing client base, and refer to partners for holistic solutions while maintaining customer confidentiality and professional conduct.

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