Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Personal Banker Associate I

Jobtailor

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. 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. 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). #J-18808-Ljbffr Jobtailor

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Personal Banker Associate I in Wellington, FL vacancy
  •  ...Personal Banker Associate 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 become a... 
    Suggested
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Lake Worth, FL
    2 days ago
  •  ...FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education...  ...various classroom training sessions. #LI-JH1 Personal Banker Associate I At Fifth Third, we understand the importance of... 
    Suggested
    Work experience placement
    Work at office

    Fifth Third

    Lake Worth, FL
    4 days ago
  •  ...an opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Bank Organization, you will be based in...  ...Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Wellington, FL
    2 days ago
  •  ...an opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Bank Organization, you will be based in Wellington...  ...Work Experience Roles at this level typically require an Associate’s or equivalent degree as well as related experience or... 
    Suggested
    Full time
    Temporary work
    Work experience placement
    Work at office

    PNC Financial Services

    Wellington, FL
    1 day ago
  • $19 - $29 per hour

     ...Front Office Associate Wonder Works is one of the most respected Development and Construction firms in the Tri-State area that have earned its reputation by building with integrity and quality since 1987. The construction process is broken up into three distinct phases... 
    Suggested
    Hourly pay
    For contractors
    Work at office

    Wonder Works Construction Corp.

    Wellington, FL
    4 days ago
  •  ...hours must be able to work on site regularly About the Role Galtsand is looking for a highly organized detail oriented Shopify Associate to support both our retail Shopify POS system and our ecommerce Shopify store This role plays a critical part in keeping product... 
    Hourly pay
    Part time
    Seasonal work
    Flexible hours

    Amc Us LLC

    Wellington, FL
    21 days ago
  • Amazon Prime Delivery Drivers are responsible for delivering Amazon packages to residential and business locations on assigned delivery routes. Drivers typically work for an Amazon Delivery Service Partner (DSP) and drive a company-provided delivery van. Drivers are responsible...

    Amazon

    Wellington, FL
    19 hours ago
  •  ...Dillard's - The Mall At Wellington Green @ 10304 Forest Hill Blvd - [Retail Associate / Store Receiver / Team Member / Both PT & FT schedules available] - As a Dock & Housekeeping Associate at Dillard's, you will: Unload and process freight to ensure customers stay up... 
    Immediate start

    Dillard's

    Wellington, FL
    19 hours ago
  •  ...your extraordinary journey today. Position Summary The Leasing Associate position is responsible for the leasing, marketing and maintaining...  ...and prospects to schedule virtual, self-guided, and in-person tours Greet and qualify prospects professionally using guest cards... 
    Weekly pay
    Full time
    Start working today
    Work at office
    Local area
    Flexible hours
    Night shift
    Weekday work

    Roscoe Property Management

    Wellington, FL
    4 days ago
  •  ...Front Desk Associate – Wellington Club Here We GROW Again! Are you a potential Front Desk Associate and ready to leave average in the...  ...In Our Front Desk Associates Team-oriented individual Outgoing Personality Organized Service-minded Sales experienced preferred Professional... 
    Temporary work

    Crunch Fitness CR Fitness Holdings, LLC

    Wellington, FL
    2 days ago
  • $18 - $19.16 per hour

    Base Salary Range USD $18.00 - USD $19.16 /Hr. Join Mariner Finance! Looking for a Career? At Mariner Finance, our branch teams work directly with customers to understand their financial needs, present lending solutions, manage account relationships, and ...
    Hourly pay
    Full time
    Work at office
    Local area

    Mariner Finance

    Lake Worth, FL
    4 days ago
  •  ...Front Desk Associate- Wellington Club Here We GROW Again! Are you a potential Front Desk Associate and ready to leave average in the...  ...Desk Associates: Team-oriented individual Outgoing Personality Organized Service-minded Sales experienced preferred... 
    Temporary work

    Crunch Fitness

    Wellington, FL
    19 hours ago
  •  ...learn the delivery area; Check orders for quality and accuracy and follow delivery procedures; Provide quality customer service in person or by phone with a sense of urgency; Perform other assigned workstation duties including making products, preparing ingredients, and... 

    Papa John's

    Royal Palm Beach, FL
    19 hours ago
  •  ...Job Description Job Description Position Overview As a Member Experience Associate (MEA), you are the heart of our studio. You will be the first and last impression for every member—creating a welcoming, high-energy, and supportive environment. This role is perfect... 

    M & E FIT LLC

    Wellington, FL
    14 days ago
  •  ...hospital. All hospital veterinarians should work together in a collegial fashion and are expected to behave in a professional and personable manner. Planning and Problem Solving: Problem solving is at the heart of veterinary medicine, and it is expected that any... 
    Immediate start
    Shift work
    Night shift

    Petco Health and Wellness

    Wellington, FL
    2 days ago
  • $14 per hour

     ...the Burlington Stores, Inc. as a Cashier ! Are you a people person with an outgoing and friendly demeanor? Can you think on your feet...  ...! You will enjoy a competitive wage, flexible hours, and an associate discount. Part-time associates, based on hours worked, may be... 
    Hourly pay
    Part time
    Flexible hours
    Night shift

    Burlington

    Royal Palm Beach, FL
    3 days ago
  • Veterinary Practice Opportunity We are a privately owned veterinary practice with three veterinarians. Our practice has been providing companion animal veterinary care since 1991, is located in a well-known equestrian community in western Palm Beach County. The practice...

    VetProCentral

    Wellington, FL
    3 days ago
  •  ...Characteristics that will make you a perfect match for our Front Desk Associate: Exhibit a positive and upbeat attitude. Have a passion for...  ...to accomplish tasks during shift. Continual communicating in person or on the phone to exchange information during shift. Must be... 
    Full time
    Flexible hours
    Shift work

    Planet Fitness

    Loxahatchee Groves, FL
    3 days ago
  • At Petfolk, we're reshaping veterinary care by blending high-quality medicine with a welcoming, connected experience for pets, their families, and the professionals who care for them. Description As a Petfolk Veterinarian, you'll be charged with improving the lives...
    Night shift

    Petfolk

    Royal Palm Beach, FL
    4 days ago
  •  ...RPM Living is seeking a Leasing Associate to manage leasing, marketing and resident relations for our Florida apartment community. You will handle tours, applications, and move-ins while upholding Fair Housing standards and company procedures. This on-site role requires... 
    Weekly pay
    Flexible hours

    Roscoe Property Management

    Wellington, FL
    12 hours ago
  • Essential Job Functions Provide excellent patient care by performing physical examinations, diagnosing and treating diseases, and providing preventive care according to patient signalment, lifestyle, and environment. Utilize a problem-based approach that includes developing...
    Shift work
    Night shift

    Petco

    Wellington, FL
    19 hours ago
  • $18 per hour

     ...Develop proficiency in customer service and sales to deliver personalized technology and service solutions that meet individual needs...  ...pay. Within the first 90 days working at T-Mobile, Mobile Associates receive on-the-job training and are eligible for hourly training... 
    Hourly pay
    Full time
    Temporary work
    Part time
    Work experience placement
    Local area
    Flexible hours

    T-Mobile

    Royal Palm Beach, FL
    4 days ago
  • Wellington Regional Medical Center, Inc. in Wellington, Florida, is seeking a per diem position in patient information processing. Responsibilities include greeting patients, ensuring regulatory compliance, and maintaining accurate records. Candidates should have a high...
    Daily paid

    Wellington Regional Medical Center

    Wellington, FL
    12 hours ago
  • $100k

     ...elevate your career in equine veterinary medicine? B.W. Furlong & Associates is seeking a passionate Associate Veterinarian to join our...  ...while also presenting the opportunity to pursue and develop any personal veterinary interests. The position allows veterinarians to... 
    Seasonal work
    Work at office
    Local area
    Relocation package
    Flexible hours

    Bwfurlong

    Wellington, FL
    19 hours ago
  • $50k - $60k

     ...Parts Counter Associate The Parts Counter Associate at Southern 441 Toyota will be responsible for assisting customers and technicians in purchasing the correct parts for their vehicles. This role requires excellent customer service skills, attention to detail, and... 

    Scott Clark Honda

    Wellington, FL
    19 hours ago
  • Vehicle Acquisition Specialist The Vehicle Acquisition Specialist will play a crucial role in supporting our dealership's growth by proactively sourcing and acquiring vehicles from the public. This position requires strong communication skills, a passion for automobiles...

    Scott Clark Honda

    Wellington, FL
    3 days ago
  • SunState Medical Specialists is seeking a Patient Services Specialist to ensure high-quality service and support for patients in Florida. You will be responsible for managing patient flow, handling inquiries, and maintaining patient records. The ideal candidate should possess...

    SunState Medical Specialists

    Wellington, FL
    2 days ago
  •  ...SUMMARY: The primary focus of a Commercial Banker is to leverage their talents and passion...  ...concerning their businesses or personal needs, desires, abilities, and earnings...  ...performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal... 

    Seacoast Bank

    Wellington, FL
    8 days ago
  • Job Description Job Description Benefits: ~401(k) ~401(k) matching ~ Bonus based on performance ~ Dental insurance ~ Flexible schedule ~ Health insurance ~ Paid time off ~ Profit sharing Job Summary We are seeking a detail-oriented and experienced...
    Flexible hours

    DBL ASSOCIATES, INC

    Loxahatchee Groves, FL
    6 days ago
  •  ...Wage Status: Hourly (Non-Exempt eligible for overtime) Are you someone who loves the thrill of closing a sale, while offering a personal guest and resident experience you haven’t seen elsewhere? Do you find joy in delighting guests and residents alike, treating... 
    Hourly pay
    Work at office
    Local area

    The Bainbridge Companies

    Wellington, FL
    16 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Banker Associate I. Be the first to apply!