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Float Personal Banker I - West Houston

Fifth Third

General Function Selected candidates are intended to become a Retail Personal Banker I after completing a 4–8 week onboarding and education program that includes rotations in operations and Sales & Service. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The position maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including lobby leadership (Financial Centers), aisle time (Bank Marts), and tele‑consulting. The role processes teller transactions and works as a member of the platform staff while responsibly managing risk, adhering to policies and procedures, and fostering positive customer experiences. ESSENTIAL DUTIES AND 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 focus on cross‑selling to existing customers while engaging in outside sales activities (Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment) and refer customers when appropriate to provide timely, holistic financial solutions. Consistently meet/exceed customer experience and individual/team production goals, enhancing 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; answer customer questions confidently and own customer issues. Maintain a position of trust and responsibility by keeping all business confidential and acting with integrity. 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. SUPERVISORY RESPONSIBILITIES None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED College degree or equivalent work experience providing transferable skills, or a combination of education and experience. Experience in the financial industry preferred. Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross‑sell to established 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 in order to utilize good judgment in making sound decisions. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS); the NMLS website provides the MU4R questions and registration required for employment. WORKING CONDITIONS Normal office environment with extensive computer screen use. The program requires the ability to travel within the affiliate for training, and travel outside of the affiliate will be required for various classroom training sessions. Scheduling flexibility is also required. LOCATION Houston, Texas 77042. COMPENSATION & BENEFITS The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education, and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well‑being. EEO & ANTI‑DISCRIMINATION STATEMENT Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. #J-18808-Ljbffr Fifth Third

Vacancy posted 2 days ago
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