Float Personal Banker I- Los Altos
$43.68k - $69.9kFifth Third Bancorp
Fifth Third Personal Banker I
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
Provide excellent customer care to customers regarding daily transactions, addressing inquiries, and problem resolution, in accordance with Fifth Third Bank policies. Refer customers to the appropriate business partner for products and services uncovered during business interactions and/or conversations. This role will be expected to travel to various Financial Centers within the market.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
Essential Duties And Responsibilities:
- Promote good customer experience by consistently providing best in class customer satisfaction by adhering to and applying customer experience key behaviors in a friendly demeanor, exemplifying a can-do attitude, and portraying a willingness to help at all times.
- Have a developed rapport with the customer base and have knowledge of account ownership.
- Act with confidence by answering and/or finding answers to customer questions and finding solutions to customer issues.
- Be responsive and timely with correspondence and problem resolution.
- Maintain a position of trust and responsibility by keeping all customer business confidential.
- Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
- Perform daily office responsibilities, working with the platform team, to maintain the efficient operation of the office.
- Maintain a balancing record that is in line with policy and have the ability to find and correct outages and to enlist help as needed.
- Maintain knowledge of the bank policies and financial center procedures, and take responsibility to keep up to date on any changes.
- Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Lead Customer Service Representative or other leadership as necessary.
- Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures.
- Consistently meet or exceed sales referrals, as set by management.
- Actively involve self in daily huddles, sales meetings and staff meetings.
- Maintain a well-developed working knowledge of the complete line of Retail products and services offered, taking responsibility to keep up to date and request assistance for further development needs.
- Initiate conversations to uncover customer needs and effectively refer customers to business partners for the selling and cross-selling of bank products and services.
- Utilize appropriate tools for all referrals sent to business partners for tracking purposes.
- Consistent daily review of tools and dashboards for referral progression and monitoring of referral fulfillment to ensure proper disposition of referrals.
- Continuously increase knowledge and skills through self-motivation, formal education, seminars and in-house training.
Supervisory Responsibilities: None.
Minimum Knowledge, Skills And Abilities Required:
- High school diploma/GED.
- Work involves extensive cash handling, which requires ability to perform advanced math functions.
- Work involves contact with the public, necessitating the ability to present a professional image.
- Must have the ability to interact comfortably and confidently with the public and demonstrate the initiative to initiate dialogue.
- Work requires the ability to properly read and write well enough to communicate in both oral and written form.
- Position requires in-depth knowledge of retail policies and procedures in order to perform the essential duties with minimal supervision, which is usually acquired with a minimum of 2 years of CSR experience.
- Work requires the ability to take initiative and utilize sound judgment in decision-making and diplomacy and tact in problem resolution.
- Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management.
- Need to have flexibility in scheduling.
- This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Working Conditions:
- Normal office environment.
- Extending viewing of computer screens.
- Travel will be required.
Float Personal Banker I- Los AltosTotal Base Pay Range 43,680.00 - 69,900.00 USD Annual
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
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.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: and by consulting with your talent acquisition partner.
Location -- Los Altos, California 94022
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.
Fifth Third Bancorp$56.5k - $73.7k
Head Universal Banker The Head Universal Banker is a leadership role responsible for providing... ...sound ethical judgment regarding personal behavior, conduct and business practices... ...Compensation & Benefits Primary Location: Los Altos, California, United States. Full time...SuggestedFull timeFlexible hours$61.28k - $85.52k
Citi is seeking a Personal Banker SAFE Act in Los Altos, California. This entry-level position focuses on fostering customer relationships and assisting with sales and service activities. The candidate will work closely with the customer service team and manage small business...SuggestedFull time$23 - $31 per hour
...Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role,... ...94087 23000 Homestead Rd. Cupertino, CA 95014 100 Main St. Los Altos, CA 94022 735 Santa Cruz Ave. Menlo Park, CA 94025 2754 Middlefield...SuggestedHourly payFull timeWork experience placementFlexible hours- ...The Private Banker Sr. Principal is an internally and externally recognized subject matter expert that influences the way things are... ...Demonstrate strong commitment to team success and place team goals above personal achievement. Encourage team members to work together to...Suggested
$27 - $41 per hour
...Relationship Banker (SAFE) Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted... ...coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed...SuggestedTemporary workWork experience placementImmediate start$23 - $31 per hour
...Associate Personal Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we... ...94087 23000 Homestead Rd. Cupertino, CA 95014 100 Main St. Los Altos, CA 94022 735 Santa Cruz Ave. Menlo Park, CA 94025 2754 Middlefield...Hourly payWork experience placementFlexible hours- ...Private Client Banker In Branch Banking 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...Immediate startAfternoon shift
- ...Fifth Third Bank Retail Personal Banker I Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General function: Selected candidates are intended to...Work experience placementWork at office
$260k - $365k
...Debt Capital Markets / Commercial Finance Associate AmLaw 100 Firm Location: Palo Alto, CA Full-Time Direct Counsel represents an AmLaw 100 firm seeking a Corporate Finance Associate with 35 years of experience in debt capital markets and/or commercial finance...Full timeWork at office- WilmerHale is looking for a Corporate associate in Palo Alto with 4-5 years of post-JD experience in areas such as emerging companies and venture financing. The role involves advising clients on business formation, equity financings, and managing teams on transactions....
- BCG Attorney Search is seeking a Global Finance Mid-Level Associate for its team in Palo Alto, CA. The role requires a minimum of three years of experience in executing complex finance transactions and credit arrangements, along with admission to practice law in the jurisdiction...
- JPMorgan Chase & Co. is seeking a Private Client Banker in Los Altos, CA. The role involves managing relationships for affluent clients and acquiring new clients. Candidates should have 1+ years of experience in financial services with a focus on client acquisition. A high...Weekend workAfternoon shift
$60k - $75k
...of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and...Full timeWork at office- ...Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York;... ...Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona To proceed... ...clients pursue the life they envision through a personal relationship with their advisory team...Work at officeShift workDay shift
$165k - $175k
## Wealth AdvisorApplyremote type: Onsitelocations: Los Altos, CAtime type: Full timeposted on: Posted 2 Days Agojob requisition id:... ...client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new...Local areaFlexible hours$250k
..., adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing... ...veteran or any other characteristic protected by law. Location: Palo Alto, California, United States. #J-18808-Ljbffr...Local area$200k - $300k
...The Banker SAFE Act is a strategic professional who closely follows latest trends in own... ...team success and place team goals above personal achievement. Encourage team members to... ...Compensation and Benefits Primary location: Palo Alto, California, United States. Salary range:...- ...Citigroup Inc. is looking for a strategic professional to fill the Banker SAFE Act position in Palo Alto, California. In this role, you will actively identify and engage prospects, serve as a trusted advisor, and manage comprehensive financial strategies to ensure client...
- Citigroup Inc. is seeking an entry-level Personal Banker in Mountain View, California. This position involves assisting in sales activities and providing excellent customer service. The Personal Banker will work to build lasting customer relationships and deepen connections...
- Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act to assist with sales and customer service activities. This role aims to build customer loyalty and enhance sales to individual clients. Responsibilities include working on small business credit requests,...
$43.68k - $69.9k
Fifth Third Bank is seeking a Float Personal Banker in Milpitas, California. This role involves engaging with customers to identify their financial needs and proactively offering banking solutions. You will undergo a comprehensive training program that prepares you to maintain...- Edward Jones is looking for a dedicated financial advisor in Los Altos, California, to build strong relationships with clients and help them achieve their long-term financial goals. This role requires a bachelor’s degree or equivalent experience in the financial services...Traineeship
- Cerity Partners LLC is seeking a Principal Wealth Advisor in Los Altos, CA. This role involves leading client relationships, ensuring high retention, and developing personalized wealth planning strategies. Candidates must have a Bachelor's degree, Series 65, and 7-10+...
- Bank of America is seeking a financial advisor to provide customized solutions for clients in Los Altos, California. This role involves building financial plans, recommending products, and triaging client leads. The ideal candidate will hold Series 7 and 66 licenses and...
$250k
...Personal Banker Safe Act, Silicon Valley Area, Officer The Personal Banker Safe Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective...- VC Stack is seeking an Investment Associate for Summer 2026 to be based in Palo Alto, CA, or Lehi, UT. The role involves sourcing deals, analyzing new opportunities, and working closely with seasoned investment professionals. This position requires 2-3 years of relevant...Summer work
- ...Silicon Data, Vast.ai, Base Power, and Novaprime. DRW is headquartered in Chicago with offices globally including an office in Palo Alto. The annual base salary range for this position is $XX to $XX depending on the candidate’s experience, qualifications, and relevant...Temporary workPart timeInternshipWork at officeFlexible hours
$109.12k - $163.68k
Citigroup Inc. is seeking an Associate Banker SAFE Act LO in Palo Alto, California, to support sales and marketing strategies and foster client relationships. This full-time role requires 3-7 years of experience and a Bachelor's degree. Ideal candidates will have prior...Full time- A leading financial services firm in Palo Alto seeks a Private Banker to manage client relationships and provide personalized wealth management advice. The role requires over six years of experience in Private Banking and a Bachelor’s Degree. Key responsibilities include...
$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Are you looking for more? Find... ...expectations, and taking personal ownership to convert qualified... ...14 301 University Ave, Palo Alto, CA 94301 107 E. El Camino Real... ...Cupertino, CA 95014 100 Main St, Los Altos, CA 94022 735 Santa...Temporary workWork experience placementImmediate start
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Float Personal Banker I- Los Altos. Be the first to apply!


