Personal Banker Associate I
Jobtailor
Complete a 4–8 week onboarding and education program with rotations in operations and Sales & Service Use the consultative sales process and Financial Needs Assessment to identify customer financial needs Maintain knowledge of Retail consumer and small business products/services and recommend appropriate solutions Use CAMP and approved marketing tools to reach customers and set financial review appointments Cross-sell to existing customers and participate in outside sales activities Establish relationships with Business Partners and refer customers for holistic financial solutions Meet or exceed customer experience and individual/team production goals Provide guidance to CSRs on sales and referral processes Answer customer questions and own customer issues Process teller transactions and work as a member of the platform staff Open and service Retail products, including participating in consumer loan and bankcard processes Participate in Financial Center or Bank Mart opening and closing procedures Follow policies and procedures to mitigate fraud and risk Maintain customer confidentiality and ethical behavior Requirements 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 and/or cross-sell to established customers Understanding of advanced math functions for analysis of credit and financial information Ability to professionally represent Fifth Third Bank in appearance and verbal/written communication Ability to develop working knowledge of Retail policies and procedures S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS) Ability to travel within the affiliate for training Scheduling flexibility Travel outside of the affiliate for classroom training sessions Core Competencies Demonstrates expertise in consultative sales processes and financial needs assessments while maintaining a strong understanding of retail consumer and small business products. Capable of building relationships with business partners and providing exceptional customer service to meet production goals. Highest-signal resume keywords Consultative Sales Process Financial Needs Assessment Retail Consumer Products S.A.F.E. Act Registration Customer Relationship Management Hard Skills Advanced Math Functions Teller Transactions Consumer Loan Processes Bankcard Processes Sales Activities Financial Review Appointments Cross-Selling Risk Mitigation Customer Confidentiality Ethical Behavior Soft Skills Verbal Communication Written Communication Customer Service Relationship Building Scheduling Flexibility Certifications & Qualifications S.A.F.E. Act Registration Industry Keywords Financial Industry Retail Policies Consumer Household Customers Small Business Customers Fraud Mitigation Tools & Technologies CAMP Marketing Tools #J-18808-Ljbffr Jobtailor
$43.68k - $69.9k
...FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education... ...for various classroom training sessions. Personal Banker Associate I- Carlsbad areaTotal Base Pay Range 43,680.00 - 69,900.00 USD...SuggestedFull timeWork experience placementWork at office$44.3k - $73k
...career in banking at Fifth Third Bank. GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience... ...Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to...SuggestedFull timeWork at office$21.94 - $32.91 per hour
...Actively cross-sells additional products and services to meet member needs. Originates and funds unsecured loans (credit card and personal loans/lines). Communicates loan decisions. Performs follow-up calls to new and existing members to ensure member satisfaction,...SuggestedRemote workFlexible hours$25 - $26.5 per hour
Responsible for supporting and executing the full cycle of accounts receivable processes for the U.S. and Canada operating units. This role ensures timely and accurate payment application and maintains complete financial records to support customer account balances, aging...SuggestedHourly payFull timeWork experience placementWork at officeLocal area- Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...SuggestedLocal area
$1,000 per month
...collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeContract workFor contractorsInternshipLocal areaRemote workFlexible hours$45k - $100k
...People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe... ...incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$41k
...transition from sales roles in many industries - medical device, pharmaceutical sales, software sales, solar, manufacturing, and fitness/personal training. We provide ample training to get career changers up and running! As a Financial Advisor, you will: Grow your client base...Work at officeFlexible hours$61k - $119k
...client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their...Full timeContract workFor contractorsWork at office$61k - $119k
...your client base by making new connections, maintaining a strong referral network, and providing a great client experienceBuild personalized, holistic financial plans tailored to every client's unique needsManage your client's financial plans to help them achieve their...For contractorsWork at office$50k
...needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals... ..., health savings account, and flexible spending account. All associates are eligible for the Employee Assistance Program. Earn Salary...Work at officeHome officeFlexible hours- ...practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent...ApprenticeshipTraineeshipWork experience placement
$50k
...People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe... ..., priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals...Work at officeWork from homeHome officeFlexible hours$61k - $119k
...your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve...Work at office$80k - $105k
Job Type Full-time Description We are seeking an analytical professional to join our dynamic team as a Financial Planner . This individual will be responsible for analyzing complex financial data, creating financial plans, and presenting those plans to...16 hoursFull timeWork at officeMonday to FridayFlexible hours3 days per week$67k - $124k
...Job Title: Sr Associate, Program Finance Job Code: 41570 Job Location: San Diego, CA Job Schedule: 9/80: Employees work 9 out of every 14 days – totaling 80 hours worked, and have every other Friday off Job Description: L3Harris is seeking a dedicated...Full timeContract workFlexible hours$25 - $26.77 per hour
...incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills Adaptability Business Acumen Customer...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion...Immediate startAfternoon shift
- ...discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation. Desire to provide outstanding investor experience in addition to furthering your own professional development in...
- Chase is hiring a Private Client Banker in Branch Banking in California. You will be the main contact for affluent clients, managing their full banking relationship with an advice-based approach and referrals to specialists. You will support growth by expanding client...
$16.9 - $17.4 per hour
...reasonable accommodation Works effectively with peers and supervisors Retail customer experience preferred Benefits include: Associate discount; EAP; smoking cessation; bereavement; 401(k) Associate contributions; child care & cell phone discounts; pet & legal...Hourly payTemporary workPart timeLocal areaHome officeFlexible hours- ...incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance Skills: Adaptability Business Acumen...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Seasonal Sales Associate Our Seasonal Sales Associates promote our culture, values and mission. As a Seasonal Sales Associate, your... ...experience for our customers. Who You Are: Engaging personality who provides great service. Excited to meet new people....Hourly payWork experience placementSeasonal workWork at officeLocal areaRemote workFlexible hoursAfternoon shift
- A popular pizza franchise in Oceanside is seeking a delivery personnel to transport orders to customers while maintaining effective communication. The ideal candidate will have a valid driver's license and a clean driving record, and will be responsible for preparing products...
- ...Checkout Team Associate WM Supercenter #2245 705 College Blvd Oceanside, CA 92057-6259 $17.00 - $30.00/hr* Part time Role summary... ...and keep your area clean--you get the idea! It takes a special person who is positive, can multi-task and has a passion for customer...Hourly payMinimum wageFull timeTemporary workPart timeWeekend workAfternoon shift
$17.75 per hour
...Male Locker Room Associates, La Costa Overview OUR STORY: Equinox Group is a high growth collective of the world's most influential... ...Perks and incentives with our products and services including Personal Training, Pilates, Spa and Shop Pay Transparency: $17.75/...Immediate start- Northwestern Mutual is offering an internship program where College Financial Representatives build a practice with mentorship, licensing support, and a pathway to full-time opportunities after graduation. You’ll learn prospecting, strategy, and client planning while working...Full timeInternship
- What you’ll do: As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals. You will provide guidance to military families on managing day-to-day finances,...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$35.15k - $75k
..., investment management, customer service and compliance with personal and professional growth and development. The Trainee will also... ...Myrjbenefits.com. Company Culture and Values At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide,...ApprenticeshipTraineeshipWork experience placement- ...Food/Consumables Team Associate WM Supercenter #2245 705 College Blvd Oceanside, CA 92057-6259 $17.00 - $30.00/hr* Part time Shift may start between 7:00am - 9:00am Shift may start between 8:00am - 11:00am Role Summary Food and Consumable associates are focused...Hourly payMinimum wageFull timeTemporary workPart timeSeasonal workShift work
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