Fifth Third Bancorp

2 weeks ago

Float Personal Banker I - Dallas

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker I in Financial Centers by using a consultative sales process and Financial Needs Assessment to identify and meet customers’ personal and small-business financial needs. Participate in a 4–8 week onboarding program with rotations and end-of-program certification. Process teller transactions, support cross-selling and outside sales activities, and coordinate referrals with business partners while maintaining risk, ethics, and customer experience standards.

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 current and future financial needs.
•Maintain knowledge of retail consumer and small business products/services and recommend appropriate solutions using the company value proposition.
•Use CAMP and approved marketing tools to reach out to customers, set appointments, and conduct periodic financial reviews.
•Focus on cross-selling and outside sales activities, including presentations, business sales calls, and community financial literacy events.
•Provide guidance on sales and referral processes, maintain customer satisfaction, and process teller transactions while handling loans from application through closing.

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 develop comfort with sales activities to acquire new customers and cross-sell to existing customers.
•Ability to demonstrate understanding of advanced math functions for analyzing credit and financial information.
•Must obtain S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).

Experience:Financial services

Skills:Customer focusProfessional communicationConfidentialityEthicsRisk awareness

Licenses:S.A.F.E. Act registration (NMLS)

Tech Stack:CAMPFinancial Needs AssessmentFinancial Center P&L

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: 3.7

Website LinkedIn Glassdoor

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Fifth Third Bancorp

2 weeks ago

Float Personal Banker I - Dallas

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

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 current and future financial needs.
•Maintain knowledge of retail consumer and small business products/services and recommend appropriate solutions using the company value proposition.
•Use CAMP and approved marketing tools to reach out to customers, set appointments, and conduct periodic financial reviews.
•Focus on cross-selling and outside sales activities, including presentations, business sales calls, and community financial literacy events.
•Provide guidance on sales and referral processes, maintain customer satisfaction, and process teller transactions while handling loans from application through closing.

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 develop comfort with sales activities to acquire new customers and cross-sell to existing customers.
•Ability to demonstrate understanding of advanced math functions for analyzing credit and financial information.
•Must obtain S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).

Experience:Financial services

Skills:Customer focusProfessional communicationConfidentialityEthicsRisk awareness

Licenses:S.A.F.E. Act registration (NMLS)

Tech Stack:CAMPFinancial Needs AssessmentFinancial Center P&L

Company Brief

Fifth Third Bancorp

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: 3.7

Website LinkedIn Glassdoor