Float Personal Banker I - Houston North

About the Role

Selected candidates will undergo a 4-8 week on-boarding and education program, including rotations in operations and Sales & Service, to become a Retail Personal Banker I. The program concludes with a certification to demonstrate skills necessary for the role. As a Personal Banker I, you'll focus on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects, acquiring new households, and deepening existing relationships.

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.
• Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
• Engage in outside sales activities, such as Membership Advantage onsite presentations, business sales calls, and community financial literacy events.
• Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial, and Investment) to provide holistic financial solutions.
• Meet/exceed customer experience and individual/team production goals, enhancing year-over-year revenue growth.
• Provide guidance to Customer Service Representatives (CSRs) with respect to the sales and referral process.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
• Maintain confidentiality and adhere to the Bancorp Code of Business Conduct and Ethics.
• Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
• Keep up to date on Retail procedures to mitigate fraudulent activity and unnecessary risk.

Qualifications

• College degree or work experience providing transferable skills, or a combination of education and experience.
• Experience in the financial industry preferred.
• Demonstrated ability to develop comfort with sales activities designed to acquire new customers and cross-sell to existing ones.
• Understanding of advanced math functions for analyzing credit and financial information.
• Ability to professionally represent Fifth Third Bank in appearance and communication.
• Working knowledge of Retail policies and procedures to make sound decisions.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) required at the time of employment.

Working Conditions

• Normal office environment with extended viewing of computer screens.
• Ability to travel within the affiliate for training and scheduling flexibility.
• Travel outside the affiliate for various classroom training sessions.

Location: Houston, Texas 77015