Float Personal Banker - Dallas

Float Personal Banker I - Dallas

We connect great people to great opportunities. Are you ready to take the next step?

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
• Maintain in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
• Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
• Primarily focus on cross‑selling to the existing customer base and engage in outside sales activities such as Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc., as directed.
• Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment) and refer customers when appropriate to provide timely, holistic financial solutions.
• Consistently meet or exceed customer experience and individual/team production goals and enhance year‑over‑year revenue growth as measured by the Financial Center P&L.
• Provide guidance to CSRs with respect to the sales and referral process.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
• Act with confidence by answering customer questions and owning customer issues.
• Maintain a position of trust and responsibility by keeping all business confidential.
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
• Adhere to established policies and procedures while opening/servicing the full range of Retail products.
• Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
• Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.

• College degree or work experience providing transferable skills, or a combination of education and experience.
• Experience in the financial industry preferred.
• Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer households and small business customers and/or cross‑sell to established customers.
• Ability to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
• Professional communication skills, including verbal and written, and the ability to professionally represent Fifth Third Bank.
• Ability to develop a working knowledge of Retail policies and procedures to utilize good judgment in making sound decisions.
• This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Normal office environment with extended computer screen viewing. The program requires travel within the affiliate for training and scheduling flexibility, and occasional travel outside the affiliate for classroom training sessions.

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. The extensive benefits programs are designed to support the individual needs of employees and their families, encompassing physical, financial, emotional and social well‑being.

Location:

Dallas, Texas 75252.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.