Personal Banker Associate I - Northshore

Personal Banker Associate I - Northshore Location: Houston, Texas 77015 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 candidate receives certification at the conclusion of the program to demonstrate the skills necessary to perform a role within the Retail Personal Banker job family. The role focuses on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects, acquiring new households and/or deepening existing customer relationships through activities such as lobby leadership, aisle time, and tele‑consulting. The role also processes teller transactions and works as a member of platform staff. Core Responsibilities Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain 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 and engaging in outside sales activities (i.e., Membership Advantage onsite presentations, business sales calls, community financial literacy events). Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment) to provide timely, holistic financial solutions. Consistently meet or 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 regarding 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 confidentiality of all business information and act with trust. Follow the Bancorp Code of Business Conduct and Ethics and related policies, maintaining ethical behavior. Adhere to established policies 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 opening/closing process of the Financial Center or Bank Mart as directed by the manager. Keep up to date on Retail procedures to mitigate fraud and risk. Minimum Knowledge, Skills, and Abilities Required College degree or comparable work experience providing transferable skills. Experience in the financial industry preferred. Demonstrated ability to develop comfort with sales activities for new consumers and/or cross‑sell to existing customers. Proficiency in advanced math functions for credit and financial analysis. Professional representation of Fifth Third Bank in appearance and communication. Working knowledge of Retail policies and procedures to make sound decisions. Requires S.A.F.E. Act registration at the time of employment via the Nationwide Mortgage Licensing System (NMLS). Working Conditions Normal office environment. Extensive computer screen viewing. Requires travel within and outside the affiliate for training and classroom sessions. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is within the pay grade range across the U.S.; individual salaries vary based on role, skillset, experience, education, and location. Benefits programs support the physical, financial, emotional and social well‑being of employees and families. Learn more at 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 Bank, N.A.