Personal Banker II - Clear Lake, Houston, TX
Overview
You will own the full client journey for a dedicated book of business at Fifth Third Bank's Clear Lake branch, driving growth through consultative sales. You will build lasting relationships, uncover financial needs, and deliver tailored solutions using our proven sales process. You will collaborate with internal partners to resolve issues and ensure clients adopt new technology. This role offers a clear path to deepen your expertise in banking and financial services within a major regional institution.
What You'll Do9
- 1Cultivate relationships with an assigned book of business through proactive outreach in person, over the phone, or via other channels.
- 2Consult with current and prospective customers to identify financial needs and recommend tailored solutions.
- 3Maintain working knowledge of banking products, services, and processes to serve clients effectively.
- 4Collaborate with internal partners to meet customer needs and resolve problems.
- 5Analyze customer credit data and financial information to ensure appropriate product alignment.
- 6Support customers with new technology adoption, reinforcing its value.
- 7Follow the Bancorp Code of Business Conduct and Ethics, modeling ethical behavior.
- 8Own your first 90 days by mastering the consultative sales process and building a pipeline of referrals.
- 9Proactively identify and escalate risks to protect the bank and customers.
Requirements10
- 11+ years of customer service experience, or a college degree, or equivalent military experience.
- 2Experience in a sales environment required; financial industry experience a plus.
- 3Skilled in both new household acquisitions and deepening existing relationships.
- 4Professional verbal and written communication skills.
- 5Ability to analyze credit and financial information.
- 6Demonstrated business acumen and sound decision-making.
- 7S.A.F.E. Act registration through the NMLS at time of employment.
- 8High School Diploma or GED.
- 9Comfort with normal office environment and extended computer screen viewing.
- 10Willingness to travel within the Bancorp footprint for meetings or training.
Salary Insight
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Location
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