Personal Banker I: Rotations, Certification & Growth

Fifth Third; Texas; On-site; USD 36,000 - 54,000; Full time

Job summary

Fifth Third Bank in Houston, TX invites candidates to a 4-8 week onboarding program to become a Retail Personal Banker I. The role focuses on consultative sales to identify and meet customer financial needs, with assignments across lobby leadership or bank marts and tele-consulting.

Licensed bankers advance through a certification upon program completion. Responsibilities include customer acquisition and relationship deepening, cross-selling, and collaborating with mortgage and business partners

Qualifications

• College degree or work experience providing transferrable skills, or combination of education and experience.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
• Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
• Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
• Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events) as directed.
• Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
• Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
• Provide guidance to CSRs with respect to the sales and referral process.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
• Act with confidence by answering customer questions and owning customer issues.
• Maintain a position of trust and responsibility by keeping all business confidential.
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
• Adhere to established policies and procedures while opening/servicing the full range of Retail products.
• Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
• Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.

Skills

Consultative sales

Customer service

Communication

Financial literacy

Relationship building

Education

College degree or experience

Tools

CAMP

Job description

Fifth Third Bank in Houston, TX invites candidates to a 4-8 week onboarding program to become a Retail Personal Banker I. The role focuses on consultative sales to identify and meet customer financial needs, with assignments across lobby leadership or bank marts and tele-consulting.

Licensed bankers advance through a certification upon program completion. Responsibilities include customer acquisition and relationship deepening, cross-selling, and collaborating with mortgage and business partners