Personal Banker Associate II

Fifth Third Bancorp
Dallas
Full timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Customer relationship building","Consultative selling","Professional communication","Confidentiality","Risk awareness"]

Become a Retail Personal Banker II through a 4–8 week onboarding and education program with rotations across Operations and Sales & Service. In this sales-focused role, build customer relationships and promote deposits, loans, and fee-based services, using consultative sales and Financial Needs Assessments. Proactively reach customers with approved marketing tools, cross-sell to existing clients, and refer business partners’ opportunities while maintaining compliance, confidentiality, and customer experience goals.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate II

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Last checked: 4 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker II through a 4–8 week onboarding and education program with rotations across Operations and Sales & Service. In this sales-focused role, build customer relationships and promote deposits, loans, and fee-based services, using consultative sales and Financial Needs Assessments. Proactively reach customers with approved marketing tools, cross-sell to existing clients, and refer business partners’ opportunities while maintaining compliance, confidentiality, and customer experience goals.
Location: Dallas
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Use the consultative sales process and Financial Needs Assessment to build a customer profile and identify financial needs.
  • •Maintain in-depth knowledge of retail consumer and small business products and recommend appropriate solutions.
  • •Use CAMP and approved marketing tools to reach out to customers, set appointments, and support periodic financial reviews.
  • •Cross-sell to existing customers and engage in outside sales activities and community financial literacy events as directed.
  • •Meet/exceed customer experience and production goals, meet P&L targets, and guide CSRs on the sales and referral process.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Demonstrated ability to develop comfort with sales activities to acquire new customers and cross-sell to established customers.
  • •Ability to demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •S.A.F.E. Act registration through NMLS required at time of employment.
Experience:Financial servicesConsumer bankingSmall business banking
Education:Bachelor's
Skills:Customer relationship buildingConsultative sellingProfessional communicationConfidentialityRisk awareness
Licenses:NMLS
Certifications:S.A.F.E. Act registration (NMLS)

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cincinnati, United States
Founded: 1858
Glassdoor
Glassdoor: 3.7
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