Personal Banker Associate I Clearlake

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

After a 4–8 week onboarding and education program, you’ll become a Retail Personal Banker I focused on consultative sales. Build customer profiles using Financial Needs Assessment, recommend retail and small business solutions, and use CAMP and approved marketing tools to reach out, set appointments, and cross-sell to existing households. You’ll partner with mortgage and small business teams, process teller transactions, help guide CSRs on referrals, and meet customer experience and production goals in the Financial Center.

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Fifth Third Bancorp
Fifth Third Bancorp
11 hours ago

Personal Banker Associate I Clearlake

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Last checked: 11 hours agoStatus: Live

Job Summary

After a 4–8 week onboarding and education program, you’ll become a Retail Personal Banker I focused on consultative sales. Build customer profiles using Financial Needs Assessment, recommend retail and small business solutions, and use CAMP and approved marketing tools to reach out, set appointments, and cross-sell to existing households. You’ll partner with mortgage and small business teams, process teller transactions, help guide CSRs on referrals, and meet customer experience and production goals in the Financial Center.
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 retail consumer and small business products using the bank’s value proposition to meet customer needs.
  • •Use CAMP and other approved marketing tools to reach out to customers, set appointments, and complete periodic financial reviews.
  • •Cross-sell to existing customers and engage in outside sales activities, including presentations, business sales calls, and community financial literacy events.
  • •Process teller transactions and participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
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 established customers.
  • •Demonstrated ability to represent the bank professionally with verbal and written communication.
  • •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 sellingCustomer relationship buildingProfessional communicationRisk awarenessEthics & confidentiality
Certifications:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMPNMLSMU4R

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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