Float Personal Banker I

Fifth Third Bancorp
Plano
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Cross-selling","Customer focus","Risk awareness","Professional communication"]

Develop customer relationships and meet financial needs using a consultative sales process and Financial Needs Assessment. Participate in a 4–8 week onboarding and education program with rotations in operations and Sales & Service, then earn certification for the Retail Personal Banker I role. Focus on acquiring new households, cross-selling, processing teller transactions, and partnering with Business Partners to deliver holistic solutions while maintaining risk and ethical standards.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Float Personal Banker I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Develop customer relationships and meet financial needs using a consultative sales process and Financial Needs Assessment. Participate in a 4–8 week onboarding and education program with rotations in operations and Sales & Service, then earn certification for the Retail Personal Banker I role. Focus on acquiring new households, cross-selling, processing teller transactions, and partnering with Business Partners to deliver holistic solutions while maintaining risk and ethical standards.
Location: Plano
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 needs.
  • •Recommend retail consumer and small business products/services using the bank’s value proposition.
  • •Use CAMP and other approved marketing tools to reach out to customers, set appointments, and complete periodic financial reviews.
  • •Drive cross-selling and outside sales activities, including community financial literacy events and business sales calls as directed.
  • •Process teller transactions and participate in consumer loan/bankcard processes while following policies to mitigate fraud and risk.
Travel: Medium travel

Key Requirements

  • •College degree or work experience with transferrable skills, or a combination of education and experience.
  • •Experience in the financial industry preferred.
  • •Ability to comfort with sales activities to acquire new consumer household and small business customers and cross-sell to existing customers.
  • •Demonstrated understanding of advanced math functions for credit and financial information analysis.
  • •S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industryRetail banking
Skills:Consultative salesCross-sellingCustomer focusRisk awarenessProfessional communication
Licenses:NMLS registration
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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