Personal Banker I - Atascocita

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

Partner with retail customers and prospects using a consultative sales approach to identify and address financial needs. Build customer profiles through Financial Needs Assessments, cross-sell retail and small business products, and use CAMP/approved marketing tools to reach out and set appointments. Collaborate with Business Partners (Mortgage, Small Business, Commercial, Investment), support teller transaction processing, and meet customer experience and production goals while following risk, ethics, and confidentiality requirements.

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Fifth Third Bancorp
Fifth Third Bancorp
6 days ago

Personal Banker I - Atascocita

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Partner with retail customers and prospects using a consultative sales approach to identify and address financial needs. Build customer profiles through Financial Needs Assessments, cross-sell retail and small business products, and use CAMP/approved marketing tools to reach out and set appointments. Collaborate with Business Partners (Mortgage, Small Business, Commercial, Investment), support teller transaction processing, and meet customer experience and production goals while following risk, ethics, and confidentiality requirements.
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.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend solutions using the value proposition.
  • •Use CAMP and other approved marketing tools to proactively reach out, set appointments, and support periodic financial reviews.
  • •Perform cross-selling to existing customers and participate in outside sales activities, including presentations and community events.
  • •Process teller transactions and participate in the consumer loan and bankcard process from application through closing, following risk and ethics 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 develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to established customers.
  • •Demonstrated understanding of advanced math functions to analyze 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 industry
Skills:Consultative sellingCustomer-focused communicationConfidentialityProfessionalismRisk awareness
Certifications:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMPNMLS

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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