Personal Banker Associate I - Wynnewood
Fifth Third
Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. 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 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. Consistently meet/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. SUPERVISORY RESPONSIBILITIES None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED 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. Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication. Demonstrated ability to develop a working knowledge of Retail policies and procedures in order 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). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. WORKING CONDITIONS Normal office environment. Extending viewing of computer screens. This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. Travel outside of the affiliate will be required for various classroom training sessions. Personal Banker Associate I - Wynnewood 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. 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 Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. 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: or by consulting with your talent acquisition partner. LOCATION Dallas, Texas 75224 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. #J-18808-Ljbffr Fifth Third
- ...small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn’t just see a number, they’d see... ...a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work. This type of position is...SuggestedFlexible hours
- Fifth Third Bank in Mooresville, NC seeks a Customer Service Representative to handle daily transactions, answer inquiries and resolve issues. You will refer customers to appropriate partners and support cross-selling of bank products, while traveling to various Financial...Suggested
- ...candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-... ...Preston Headquarters, Town Centre/635, Wynnewood Center, Fort Worth/Bahama #LI-NC1.... ...Third will not be responsible for any associated fee. EEO/DEI STATEMENT Fifth Third Bank...SuggestedWork experience placementWork at office
$20.55 - $25.05 per hour
## Personal BankerApplylocations: MO - Springfield Area - Nixa - Nixa (65714)time type: Full... ....)**About This Job**Our Personal Bankers are personable, goal-oriented, and have... ...geographic, bilingual, or shift) that could be associated with the position or where it is filled....SuggestedHourly payMonday to FridayShift work- ...ready to make a real difference? At BOK Financial, we’re passionate about supporting our clients and each other. Join us as a Personal Banker and kickstart your career with our industry-leading Banking Navigator program—a 9-week training program designed to equip you with...Suggested
- ...Job Details Job Location: Tuttle Branch - Tuttle, OK 73089 Summary As a Personal Banker, you have a passion for helping customers, building relationships, and delivering superior customer service. You are energetic and enthusiastic as the face of Great Plains Bank to our...Work at officeShift work
- ...their financial success Follow established policies in accordance with the bank and the supervisor s direction Accountable for the personal achievement of monthly new account production as assigned by upper management Participate in an active sales environment that may...Work experience placementWork at officeFlexible hoursAfternoon shift
- # Personal BankerPemberville - Pemberville, OH 43450## OverviewPosition TypeFull Time## Description... ...currently searching for a **Personal Banker!**Under the direction of the Branch... ...diploma or GED required.* Prefer an associate degree or higher in related field.* Prefer...Local area
- ...activities align with compliance requirements and support fraud prevention standards. Knowledge, Skills & Abilities Customer and Personal Service – Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment...Full timeWork at office
- ...Description Position Purpose: A Personal Banker (PB) is responsible for maintaining and building customer relationships by creating an exceptional customer experience through their knowledge of available products and services. The PB demonstrates Civista Bank’s mission...Part time
$20.67 - $31.25 per hour
## Personal BankerApplylocations: Montgomery, NYtime type: Full timeposted on: Posted Todaytime... ...in our KeyBank communities. Personal Bankers engage clients in deeper conversations... ....* Understanding and managing risks associated with banking operations and client transactions...Hourly payWork experience placementFlexible hoursDay shift- ...Description At F&M, our personal bankers do more than handle requests; they establish and nurture lasting relationships with our valued customers. We are industry leaders because people trust us to handle their financial transactions with the utmost care and attention...Hourly payWork at office
- ...Description Personal Banker Elizabeth, NJ Description Would you like to join a community bank that is committed to its customers and the... ...ideal candidate will possess A High School diploma or GED. An Associate Degree or a Bachelor’s Degree from an accredited college/university...Temporary workWork at officeLocal areaFlexible hours
$20 - $26.75 per hour
...Sales and Marketing Engage with clients both over the phone and in person as they walk into the branch, identifying opportunities to... ...our clients, and in our greater communities. Pay Range: Personal Banker I-II: $20.00 to $26.75 The compensation range represents the low...Local areaMonday to FridayFlexible hours- ...Description What You’ll Be Doing As a Personal Banker at Bank Iowa, you will be primarily responsible for opening new consumer and business accounts and originating consumer loans while ensuring a superior client experience for both retail and commercial clients. A Personal...Work experience placementBank staffWork at officeLocal area
- Valley Bank is seeking a Banking Service Professional to support sales and service activities in the banking office. You will educate clients on banking solutions, perform teller and platform transactions, and assist the Market Manager in achieving quality service while...Work at office
$49.5k - $82.5k
## Personal BankerApplylocations: NJ - Manalapantime type: Full timeposted on: Posted Todayjob... ...to the company’s success. As a Branch Banker within PNC's Central New Jersey... ...and effectively managing all of the risks associated with their business objectives and activities...Full timeTemporary workPart timeWork experience placementWork at office$44.86k - $57.4k
...the local community!About Your RoleAccurately process routine financial transactions for banking customers with an emphasis on personalized quality service. Contribute to the growth, profitability, and customer retention of the Branch by meeting sales and service goals...Work at officeLocal areaFlexible hoursNight shift$21 - $23 per hour
...extra mile for our customers by offering personalized service and customized solutions. We... ...products. We are seeking a full-time Personal Banker to build strong customer relationships... ...needs. Performs all responsibilities associated with opening and closing consumer...Full timeTemporary work- ...Are you a customer-focused Personal Banker who enjoys building relationships, solving problems, and helping people feel confident about their financial needs? At Bank of Prairie du Sac, we are looking for someone who has strong customer service skills and a willingness...Day shift
- ...Huntington Bank in United States – Cincinnati is seeking a Customer Experience Banker Non NMLS to serve walk-in customers as a Financial Concierge, helping them achieve financial goals by identifying needs and recommending deposits and other banking products. You will...
- ...Citibank (Switzerland) AG in Pleasant Hill, CA is seeking an entry-level Personal Banker to support sales and service activities with the customer service team. The role focuses on building loyalty and increasing sales to individual consumer clients. The position involves...
- ...direction Evaluate customer relationships, new and existing account holders, to offer bank products and services Accountable for the personal achievement of monthly new account production as assigned by upper management Participate in an active sales environment that may...Work at officeFlexible hoursAfternoon shift
- ...-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services. Who you are: As a Personal Banker I, you are the first point of contact for many of our customers, and you set the standard for what it means to bank with us. Our...Monday to Friday
$18 - $20.67 per hour
...regulatory procedures. Client Experience. Function as client’s personal trusted advisor by adding value and building deep client... ...school diploma or general education degree (GED) is required. Associate’s degree and/or equivalent work experience in sales is preferred...Work experience placementInternshipLocal area- ...Fifth Third Bank in the United States is seeking a Retail Personal Banker I who will complete a 4-8 week onboarding with rotations in operations and Sales & Service. The program includes certification to perform roles within the Retail Personal Banker family and to build...
- ...ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and...Full timeH1bWork at officeRemote workWork from homeFlexible hours
$20.67 - $31.25 per hour
## Personal BankerApplylocations: South Portland, MEtime type: Full timeposted on: Posted... ...businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations... ....* Understanding and managing risks associated with banking operations and client...Hourly payWork experience placementDay shift$17 - $24.05 per hour
...committed to your professional development through training, mentorship, and clear paths for advancement. As we grow, you grow. Personal Bankers are universal bankers who assist with all needs of retail customers. Personal Bankers are expected to provide an extraordinary...Hourly payPart timeCasual workLocal areaFlexible hours- ...Job Summary Vision Bank is currently looking for a qualified candidate to fill the role of Personal Banker I. This candidate will provide excellent service to customers in a professional and friendly manner, develop expertise with Vision Bank products and services, accurately...
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