Float Personal Banker I - Houston Central

Fifth Third Bancorp
Houston
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Professional communication","Customer focus","Risk awareness","Confidentiality","Sales readiness"]

Serve as a Retail Personal Banker I in a Financial Center, using a consultative sales process and Financial Needs Assessment to build customer profiles and proactively meet financial needs. Complete a 4–8 week onboarding and certification program with rotations in operations and sales/service. Cross-sell consumer and small business products, use marketing tools to set reviews, handle teller transactions, and collaborate with business partners to refer customers and achieve production goals.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Float Personal Banker I - Houston Central

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Serve as a Retail Personal Banker I in a Financial Center, using a consultative sales process and Financial Needs Assessment to build customer profiles and proactively meet financial needs. Complete a 4–8 week onboarding and certification program with rotations in operations and sales/service. Cross-sell consumer and small business products, use marketing tools to set reviews, handle teller transactions, and collaborate with business partners to refer customers and achieve production goals.
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 current and future financial needs.
  • •Recommend appropriate retail consumer and small business products/services and use approved marketing tools (e.g., CAMP) to reach out and set appointments for periodic financial reviews.
  • •Focus on cross-selling, including engaging in outside sales activities and community financial literacy events as directed.
  • •Process teller transactions and participate in consumer loan and bankcard processes, including owning sourced loans from application through closing.
  • •Maintain risk accountability by following policies and procedures, keeping business confidential, and staying current on retail procedures to mitigate fraud and unnecessary risk.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills (or combination of education and experience).
  • •Experience in the financial industry preferred.
  • •Ability to develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to existing customers.
  • •Demonstrated ability to use advanced math for analysis of credit and financial information.
  • •This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial services
Skills:Professional communicationCustomer focusRisk awarenessConfidentialitySales readiness
Licenses:S.A.F.E. Act registration
Tech Stack:NMLSMU4RCAMP

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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