Personal Banker I — Training & Certification Path

Fifth Third

Houston (TX)

On-site

USD 38,000 - 54,000

Full time

14 days+
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Job summary

Fifth Third Bank in Houston, TX is seeking a Personal Banker I. The role begins with a 4-8 week onboarding and education program including rotations in operations and Sales & Service, culminating in a certification for the Retail Personal Banker job family.

The Personal Banker I focuses on using consultative sales to meet customers' financial needs, acquiring new households, and deepening relationships. The position involves processing teller transactions and working as part of the platform

Qualifications

  • College degree or work experience providing transferrable skills.
  • Experience in the financial industry preferred.
  • Demonstrated ability to develop comfort level with sales activities to acquire new consumer households and cross-sell to existing customers.
  • Ability to understand advanced math functions for credit and financial analysis.
  • Represent Fifth Third Bank professionally in appearance and communication.
  • Knowledge of Retail policies and procedures.
  • S.A.F.E. Act registration at NMLS required.

Responsibilities

  • Use consultative sales to identify customer financial needs and build a customer profile.
  • Maintain knowledge of Retail products/services and recommend solutions.
  • Proactively reach out to customers and set appointments for financial reviews.
  • Cross-sell to existing customers and engage in outside sales activities as directed.
  • Collaborate with partners to provide timely and holistic financial solutions.
  • Meet or exceed customer experience and production goals.

Skills

Sales experience
Customer needs analysis
Communication skills
Problem solving
Professional appearance

Education

College degree or transferable experience

Job description

Fifth Third Bank in Houston, TX is seeking a Personal Banker I. The role begins with a 4-8 week onboarding and education program including rotations in operations and Sales & Service, culminating in a certification for the Retail Personal Banker job family.

The Personal Banker I focuses on using consultative sales to meet customers' financial needs, acquiring new households, and deepening relationships. The position involves processing teller transactions and working as part of the platform

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