Personal Banker Associate II Clearlake

Fifth Third Bancorp
Houston
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Relationship building","Professional communication","Risk awareness","Customer service"]

Become a Retail Personal Banker II by completing a 4–8 week onboarding and education program with rotations in Operations and Sales & Service, finishing with certification. Drive relationship building and sales development by promoting deposits, loans, and fee-based services, using consultative sales and Financial Needs Assessments. Meet production and customer experience goals, cross-sell retail consumer and small business solutions, coordinate referrals with business partners, and maintain customer and business confidentiality while managing risk.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Personal Banker Associate II Clearlake

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Last checked: 5 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker II by completing a 4–8 week onboarding and education program with rotations in Operations and Sales & Service, finishing with certification. Drive relationship building and sales development by promoting deposits, loans, and fee-based services, using consultative sales and Financial Needs Assessments. Meet production and customer experience goals, cross-sell retail consumer and small business solutions, coordinate referrals with business partners, and maintain customer and business confidentiality while managing risk.
Location: Houston
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future 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.
  • •Cross-sell to the existing customer base and engage in outside sales activities as directed.
  • •Meet/exceed customer experience and individual/team production goals; provide guidance to CSRs on sales and referral processes.
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.
  • •Demonstrated ability to acquire new consumer household and small business customers and/or cross-sell to established customers.
  • •Ability to demonstrate understanding of advanced math functions 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:Consultative salesRelationship buildingProfessional communicationRisk awarenessCustomer service
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
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Glassdoor: 3.7
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