Float Personal Banker I

Fifth Third Bancorp
Houston
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Customer-focused","Consultative selling","Professional communication","Confidentiality","Risk awareness"]

Serve as a Retail Personal Banker I after completing a 4–8 week onboarding and education program with rotations in operations and Sales & Service. Use a consultative sales approach and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and proactively reach out using approved marketing tools. Cross-sell, refer to business partners, meet production goals, process teller transactions, and follow risk and ethics policies while delivering an excellent customer experience.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Float Personal Banker I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker I after completing a 4–8 week onboarding and education program with rotations in operations and Sales & Service. Use a consultative sales approach and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and proactively reach out using approved marketing tools. Cross-sell, refer to business partners, meet production goals, process teller transactions, and follow risk and ethics policies while delivering an excellent customer experience.
Location: Houston
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • •Focus on cross-selling and perform outside sales activities such as onsite presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions, follow policies and procedures, refer customers to business partners when appropriate, and help meet customer experience and production goals.
Travel: Low travel

Key Requirements

  • •College degree or work experience providing transferrable skills (or a combination of education and experience).
  • •Experience in the financial industry preferred.
  • •Demonstrated ability to develop comfort with sales activities to acquire new customers and cross-sell to established customers.
  • •Must demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •Required to obtain S.A.F.E. Act registration at time of employment through NMLS.
Experience:Financial industry
Skills:Customer-focusedConsultative sellingProfessional communicationConfidentialityRisk awareness
Certifications:S.A.F.E. Act registration (NMLS)

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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