Personal Banker Associate I - Wynnewood Center

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

After a 4–8 week onboarding program, you’ll become a Retail Personal Banker I focused on consultative sales to identify and meet customers’ financial needs. Build customer profiles using the Financial Needs Assessment, maintain product knowledge for retail consumer and small business solutions, and use CAMP and other marketing tools to set appointments. You’ll cross-sell, support referrals with business partners, process teller transactions, and participate in consumer loan and bankcard processes while following risk and ethics policies.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate I - Wynnewood Center

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Last checked: 11 hours agoStatus: Live

Job Summary

After a 4–8 week onboarding program, you’ll become a Retail Personal Banker I focused on consultative sales to identify and meet customers’ financial needs. Build customer profiles using the Financial Needs Assessment, maintain product knowledge for retail consumer and small business solutions, and use CAMP and other marketing tools to set appointments. You’ll cross-sell, support referrals with business partners, process teller transactions, and participate in consumer loan and bankcard processes while following risk and ethics policies.
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.
  • •Recommend appropriate retail consumer and small business solutions using product and value proposition knowledge.
  • •Proactively reach out using CAMP and other approved marketing tools to set appointments for periodic financial reviews.
  • •Cross-sell to existing customers and conduct outside sales activities, including community financial literacy events and business sales calls.
  • •Process teller transactions and support retail loan and bankcard processes, including owning sourced loans through closing.
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.
  • •Ability to confidently conduct sales activities to acquire new customers and cross-sell to established customers.
  • •Must demonstrate understanding of advanced math functions for analysis of credit and financial information.
  • •Ability to develop working knowledge of Retail policies and procedures to make sound decisions, including completing S.A.F.E. Act registration via NMLS.
Experience:Financial servicesBanking
Skills:Consultative sellingCustomer focusProfessional communicationRisk awarenessEthical behavior
Certifications:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMPNMLSS.A.F.E. ActMU4R

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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