Personal Banker Associate I - Mockingbird Abrams

Fifth Third Bancorp
Dallas
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Consultative selling","Customer relationship building","Risk awareness","Professional communication","Ethics and confidentiality"]

Become a Retail Personal Banker I through a 4–8 week onboarding and education program with rotations in operations and Sales & Service. Use a consultative sales process and Financial Needs Assessment to build customer profiles, cross-sell retail consumer and small business solutions, and set appointments using marketing tools. Maintain risk and compliance, process teller transactions, support customer experience goals, and build relationships by partnering with mortgage and other business teams. Required: SAFE Act registration via NMLS.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate I - Mockingbird Abrams

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Last checked: 11 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker I through a 4–8 week onboarding and education program with rotations in operations and Sales & Service. Use a consultative sales process and Financial Needs Assessment to build customer profiles, cross-sell retail consumer and small business solutions, and set appointments using marketing tools. Maintain risk and compliance, process teller transactions, support customer experience goals, and build relationships by partnering with mortgage and other business teams. Required: SAFE Act registration via NMLS.
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 to recommend appropriate solutions.
  • •Use CAMP and other approved marketing tools to reach customers and set appointments for periodic financial reviews.
  • •Primarily focus on cross-selling and outside sales activities such as onsite presentations, business sales calls, and community events.
  • •Process teller transactions and participate in the consumer loan and bankcard process, including closing sourced loans and supporting opening/closing of the financial center or bank mart as directed.
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.
  • •Demonstrated ability to develop comfort with sales activities to acquire and cross-sell to customers.
  • •Ability to demonstrate understanding of advanced math functions for analyzing credit and financial information.
  • •This position requires S.A.F.E. Act registration through NMLS (MU4R questions and registration required).
Experience:Financial services
Education:High School
Skills:Consultative sellingCustomer relationship buildingRisk awarenessProfessional communicationEthics and confidentiality
Licenses:NMLS SAFE Act registration (MU4R)

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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