Personal Banker Associate I - North Shore

Fifth Third Bancorp
Houston
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer experience","Risk management","Professional communication","Confidentiality"]

Become a Retail Personal Banker I for the Financial Center team by completing a 4–8 week onboarding and education program with rotations in operations and Sales & Service, ending with a certification. Use a consultative sales process and Financial Needs Assessment to build customer profiles, cross-sell retail consumer and small business products, and support customer experience. Process teller transactions, manage risk responsibilities, and help drive revenue growth through appointments and referrals.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate I - North Shore

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Last checked: 11 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker I for the Financial Center team by completing a 4–8 week onboarding and education program with rotations in operations and Sales & Service, ending with a certification. Use a consultative sales process and Financial Needs Assessment to build customer profiles, cross-sell retail consumer and small business products, and support customer experience. Process teller transactions, manage risk responsibilities, and help drive revenue growth through appointments and referrals.
Location: Houston
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
  • •Maintain product/service expertise and recommend solutions for retail consumer and small business customers.
  • •Use CAMP and approved marketing tools to reach out to customers, set appointments, and conduct periodic financial reviews.
  • •Cross-sell to existing customers and support outside sales activities, including community and business events.
  • •Process teller transactions and handle consumer loan and bankcard processes, owning loans from application through closing while following risk and confidentiality policies.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Ability to perform sales activities to acquire new consumer household and small business customers and/or cross-sell to existing customers.
  • •Demonstrated ability to analyze credit and financial information using advanced math functions.
  • •Must be able to obtain S.A.F.E. Act registration through NMLS at the time of employment.
Experience:Financial industry
Skills:Consultative salesCustomer experienceRisk managementProfessional communicationConfidentiality
Certifications:S.A.F.E. Act registration
Tech Stack:CAMPNMLSMU4R

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cincinnati, United States
Founded: 1858
Glassdoor
Glassdoor: 3.7
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