Float Personal Banker I - Dallas

Fifth Third Bancorp
Dallas
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer service","Communication","Risk awareness","Professionalism"]

Join the Financial Center team as a Personal Banker I after a 4–8 week onboarding program with rotations in operations and Sales & Service. Use a consultative sales process and Financial Needs Assessments to identify customer needs, cross-sell retail products, set appointments using approved marketing tools, and support referrals to business partners. Process teller transactions and help open/close the financial center while staying accountable for risk, ethics, and customer experience.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Float Personal Banker I - Dallas

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Join the Financial Center team as a Personal Banker I after a 4–8 week onboarding program with rotations in operations and Sales & Service. Use a consultative sales process and Financial Needs Assessments to identify customer needs, cross-sell retail products, set appointments using approved marketing tools, and support referrals to business partners. Process teller transactions and help open/close the financial center while staying accountable for risk, ethics, and customer experience.
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.
  • •Use CAMP and other approved marketing tools to proactively reach out to customers, set appointments, and conduct financial reviews.
  • •Cross-sell to existing customers and engage in outside sales activities, including presentations and community financial literacy events.
  • •Process teller transactions and participate in consumer loan and bankcard processing, while following policies, confidentiality, and risk management expectations.

Key Requirements

  • •College degree or work experience providing 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 new consumer household and small business customers and/or cross-sell established customers.
  • •Must be able to demonstrate understanding of advanced math functions for analyzing credit and financial information.
  • •This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:Financial industry
Skills:Consultative sellingCustomer serviceCommunicationRisk awarenessProfessionalism
Licenses:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMPNMLS

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
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Glassdoor: 3.7
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