Float Personal Banker I - Dallas

Fifth Third Bancorp
Dallas
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer focus","Confidentiality","Professional communication","Risk awareness"]

Become a Retail Personal Banker I through a structured 4–8 week onboarding and education program with rotations across operations and Sales & Service, ending with certification. Use a consultative sales approach and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, cross-sell, and coordinate outside sales activities. Maintain risk awareness, protect confidentiality, and support teller transactions as part of platform staff.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Float Personal Banker I - Dallas

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Become a Retail Personal Banker I through a structured 4–8 week onboarding and education program with rotations across operations and Sales & Service, ending with certification. Use a consultative sales approach and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, cross-sell, and coordinate outside sales activities. Maintain risk awareness, protect confidentiality, and support teller transactions as part of platform staff.
Location: Dallas
Workplace: Onsite
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 customer profiles and identify financial needs.
  • •Maintain in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions.
  • •Use CAMP and approved marketing tools to reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to existing customers and participate in outside sales activities, including community financial literacy events.
  • •Process teller transactions and support platform staff while referring customers to business partners as appropriate for holistic solutions.
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 level with sales activities to acquire new customers and/or cross-sell to established customers.
  • •Ability to demonstrate understanding of advanced math functions to analyze credit and financial information.
  • •Must be able to obtain S.A.F.E. Act registration at time of employment through NMLS (MU4R registration).
Experience:Financial industry
Skills:Consultative salesCustomer focusConfidentialityProfessional communicationRisk awareness
Certifications:S.A.F.E. Act registration (NMLS MU4R)
Tech Stack:CAMPNMLSMU4R

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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