Float Personal Banker I - West Houston

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Communication","Customer service","Risk awareness","Ethical judgment","Relationship building"]

Become a Retail Personal Banker I through a 4–8 week onboarding and education program with rotations in operations and Sales & Service. Use a consultative sales process and Financial Needs Assessment to understand customer needs, recommend retail and small business solutions, and proactively reach customers using approved marketing tools. Support outside sales, referral relationships with business partners, process teller transactions, and help open/close financial centers while maintaining risk and ethical responsibilities.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Float Personal Banker I - West Houston

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Last checked: 5 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker I through a 4–8 week onboarding and education program with rotations in operations and Sales & Service. Use a consultative sales process and Financial Needs Assessment to understand customer needs, recommend retail and small business solutions, and proactively reach customers using approved marketing tools. Support outside sales, referral relationships with business partners, process teller transactions, and help open/close financial centers while maintaining risk and ethical responsibilities.
Location: United States
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 knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and approved marketing tools to reach out to customers, set appointments, and conduct periodic financial reviews.
  • •Cross-sell to the existing customer base, engage in outside sales activities, and participate in community financial literacy events.
  • •Process teller transactions and support the opening/closing of the financial center or bank mart while maintaining confidentiality and risk responsibilities.
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 engage in sales activities to acquire customers and cross-sell to established customers.
  • •Ability to demonstrate understanding of advanced math functions for credit and financial information analysis.
  • •Ability to obtain S.A.F.E. Act registration at the time of employment through NMLS.
Experience:Financial industry
Skills:CommunicationCustomer serviceRisk awarenessEthical judgmentRelationship building
Certifications:S.A.F.E. Act registration
Tech Stack:CAMPNMLSFinancial Needs Assessment

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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