Personal Banker Associate I - Greenville-Lovers Ln

Fifth Third Bancorp
Dallas
Full timeFunction: Banking, Lending & CreditSkills: ["Customer focus","Professional communication","Risk awareness","Ethical conduct"]

Train to become a Retail Personal Banker I through a 4–8 week onboarding and education program with rotations in operations and Sales & Service, followed by certification. Use a consultative sales approach and Financial Needs Assessments to build customer profiles, cross-sell retail consumer and small business products, and set appointments using CAMP and marketing tools. Meet production and customer experience goals while managing risk, confidentiality, and customer issues.

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Fifth Third Bancorp
Fifth Third Bancorp
1 week ago

Personal Banker Associate I - Greenville-Lovers Ln

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: first listed 1 week ago

Job Summary

Train to become a Retail Personal Banker I through a 4–8 week onboarding and education program with rotations in operations and Sales & Service, followed by certification. Use a consultative sales approach and Financial Needs Assessments to build customer profiles, cross-sell retail consumer and small business products, and set appointments using CAMP and marketing tools. Meet production and customer experience goals while managing risk, confidentiality, and customer issues.
Location: Dallas
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 current and future financial needs.
  • •Maintain knowledge of retail consumer and small business products/services and recommend solutions using the value proposition.
  • •Use CAMP and approved marketing tools to reach out to customers and schedule periodic financial reviews.
  • •Cross-sell to the existing customer base and perform outside sales activities, including community financial literacy events and business sales calls.
  • •Process teller transactions and support platform staff while meeting production goals, following policies to mitigate fraud and manage risk, and keeping customer information confidential.
Travel: Low travel

Key Requirements

  • •College degree or work experience with transferrable skills (or a combination of education and experience).
  • •Ability to develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to existing customers.
  • •Understanding of advanced math functions to analyze credit and financial information.
  • •Working knowledge of Retail policies and procedures to make sound judgments.
  • •S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial services
Skills:Customer focusProfessional communicationRisk awarenessEthical conduct
Licenses:S.A.F.E. Act (NMLS)
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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