Retail Personal Banker I: Financial Solutions Pro

Fifth Third Bank; Mangum (OK); On-site; USD 42,000 - 54,000; Full time

Job summary

Fifth Third Bank in Houston, Texas is seeking candidates for Retail Personal Banker I through a structured onboarding program with rotations in operations and Sales & Service. The role focuses on consultative selling to meet customer needs, acquiring new households, and deepening relationships while handling teller responsibilities and risk compliance.

The program includes a certification upon completion, with expectations to represent the bank professionally and travel for training as needed.

Qualifications

• College degree or work experience providing transferrable skills, or combination of education and experience.
• Experience in the financial industry preferred.
• Demonstrated ability to develop comfort level with sales activities to acquire new consumer households and/or cross-sell to existing customers.
• Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
• Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
• Demonstrated ability to develop a working knowledge of Retail policies and procedures to use good judgement in decisions.
• S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).

Responsibilities

• Use the consultative sales process and financial needs assessment to build a customer profile and identify needs.
• Maintain knowledge of Retail products/services and recommend solutions using our value proposition.
• Utilize CAMP and other approved marketing tools to 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.
• Establish close working relationships with assigned Business Partners and refer customers to provide holistic solutions.
• Meet/exceed customer experience and production goals and contribute to revenue growth.
• Provide guidance to CSRs with respect to the sales and referral process.
• Open/close processes and ensure ethical conduct and risk controls.

Skills

Sales aptitude

Customer service

Financial literacy

Communication

NMLS/SAFE Act

Risk awareness

Education

College degree

Job description

Fifth Third Bank in Houston, Texas is seeking candidates for Retail Personal Banker I through a structured onboarding program with rotations in operations and Sales & Service. The role focuses on consultative selling to meet customer needs, acquiring new households, and deepening relationships while handling teller responsibilities and risk compliance.

The program includes a certification upon completion, with expectations to represent the bank professionally and travel for training as needed.