Personal Banker I - Windermere 1960

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

Develop new customer households and deepen existing relationships by using a consultative sales process and Financial Needs Assessment. Recommend retail consumer and small business products, use CAMP and marketing tools to set appointments, and cross-sell through in-branch and outside activities. Partner with business teams (mortgage, small business, commercial, investment) for referrals, meet customer experience and production goals, and process teller transactions while following risk, privacy, and compliance policies.

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Fifth Third Bancorp
Fifth Third Bancorp
4 days ago

Personal Banker I - Windermere 1960

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Last checked: 3 hours agoStatus: Live

Job Summary

Develop new customer households and deepen existing relationships by using a consultative sales process and Financial Needs Assessment. Recommend retail consumer and small business products, use CAMP and marketing tools to set appointments, and cross-sell through in-branch and outside activities. Partner with business teams (mortgage, small business, commercial, investment) for referrals, meet customer experience and production goals, and process teller transactions while following risk, privacy, and compliance policies.
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 in-depth knowledge of retail consumer and small business products and recommend appropriate solutions.
  • •Use CAMP and other approved marketing tools to proactively reach out and schedule periodic financial reviews.
  • •Focus on cross-selling to existing customers and conduct outside sales activities as directed.
  • •Process teller transactions, participate in consumer loan and bankcard processes, and support opening/closing activities for the financial center or bank mart as directed.
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 is preferred.
  • •Ability to demonstrate comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell established customers.
  • •Ability to demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Must obtain S.A.F.E. Act registration at time of employment through NMLS (MU4R questions/registration required).
Experience:Financial servicesRetail banking
Skills:Consultative sellingCustomer relationship managementRisk awarenessProfessional communicationConfidentiality
Certifications:S.A.F.E. Act registration (NMLS MU4R)

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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