Float Personal Banker I

Fifth Third Bancorp
San Antonio
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer focus","Relationship building","Professional communication","Risk awareness"]

After a 4–8 week onboarding and education program, you’ll become a Retail Personal Banker I focused on consultative selling. Build customer profiles using Financial Needs Assessment, recommend retail consumer and small business solutions, and use CAMP/approved marketing tools to reach out and set appointments. Grow households and revenue through cross-selling, outside sales activities, and referrals to business partners, while processing teller transactions and following risk, ethics, and confidentiality requirements.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Float Personal Banker I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

After a 4–8 week onboarding and education program, you’ll become a Retail Personal Banker I focused on consultative selling. Build customer profiles using Financial Needs Assessment, recommend retail consumer and small business solutions, and use CAMP/approved marketing tools to reach out and set appointments. Grow households and revenue through cross-selling, outside sales activities, and referrals to business partners, while processing teller transactions and following risk, ethics, and confidentiality requirements.
Location: San Antonio
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
  • •Maintain product knowledge and recommend appropriate retail consumer and small business solutions using the bank’s value proposition.
  • •Use CAMP and approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • •Cross-sell to existing customers and participate in outside sales activities and community financial literacy events as directed.
  • •Process teller transactions and support loan/bankcard processes, while following risk, confidentiality, and policy requirements.
Travel: Medium travel

Key Requirements

  • •College degree or work experience providing transferrable skills, or a combination of education and experience.
  • •Comfort developing new customer relationships through sales activities and cross-selling to established customers.
  • •Demonstrated ability to understand advanced math functions to analyze credit and financial information.
  • •Ability to professionally represent the bank with strong verbal and written communication.
  • •This position requires S.A.F.E. Act registration through NMLS at the time of employment.
Experience:BankingConsumer bankingSmall business
Skills:Consultative salesCustomer focusRelationship buildingProfessional communicationRisk awareness
Certifications:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMPNMLSMU4RFinancial Needs Assessment

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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