Financial Solutions Advisor | Personal Banker I

Fifth Third; Dallas (TX); Hybrid; USD 42,000 - 52,000; Full time

Job summary

Fifth Third Bank in Dallas, TX is seeking a Retail Personal Banker I as part of a 4-8 week onboarding program featuring rotations in operations and Sales & Service. The role focuses on using consultative sales to identify and meet customer financial needs while handling teller transactions and contributing to branch performance.

You will build relationships, cross-sell products, and collaborate with Mortgage, Small Business, Commercial, and Investment partners.

Qualifications

• College degree or work experience providing transferrable skills, or, 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 household and small business customers.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
• Maintain an 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 focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. 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), referring customers when appropriate to provide timely, and holistic financial solutions.

Skills

Sales focus

Customer service

Communication

Financial needs

Risk awareness

Education

College degree

Tools

CAMP

CRM systems

Job description

Fifth Third Bank in Dallas, TX is seeking a Retail Personal Banker I as part of a 4-8 week onboarding program featuring rotations in operations and Sales & Service. The role focuses on using consultative sales to identify and meet customer financial needs while handling teller transactions and contributing to branch performance.

You will build relationships, cross-sell products, and collaborate with Mortgage, Small Business, Commercial, and Investment partners.