Personal Banker I
$43.68k - $69.9kFifth Third Bank, N.A.
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. Personal Banker I Overview The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers. The banker will process teller transactions, work with platform staff, and provide consultative sales and service to address customers' financial needs across the lifecycle. Responsibilities Create a memorable customer experience by cultivating, maintaining, and enhancing relationships in an assigned book of business through proactive outreach efforts in person, over the phone, or other channels. Use a consultative approach with current or prospective customers to uncover and identify their needs while tailoring recommendations/solutions/advice. Maintain working knowledge of products, services, and processes offered. Work collaboratively with internal partners to ensure customers' needs met and all problems resolved. Analyze customer credit data and other related financial information to ensure customers are in the appropriate solutions that align with their needs. Provide customer support needed reinforcing the value of current and new technology. Process teller transactions and adhere to balancing guidelines. Follow the Bancorp Code of Business Conduct and Ethics and other related policies, modeling the ethical behavior expected from every employee within the Bancorp. Other duties as assigned. Qualifications High School Diploma/GED and 6 months customer service experience, or college degree, or equivalent military experience. Demonstrated ability to develop comfort level with both new household acquisitions and deepening customer relationships. Ability to professionally represent Fifth Third Bank in verbal and written communication. Exhibits business acumen. Demonstrated ability in making sound decisions. 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. Pay & Compensation Total Base Pay Range: $43,680.00 – $69,900.00 USD annually. The role is eligible to participate in an incentive compensation plan based on company, line of business and individual performance. Location Walnut Creek, California 94596 Equal Employment Opportunity 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 Bank, N.A.
$43.68k - $69.9k
...Fifth Third Bank, N.A. is seeking a Personal Banker I in Walnut Creek, California. The banker will be responsible for providing an exceptional customer experience by creating lasting relationships with customers and processing transactions. Ideal candidates will have a...Suggested$250k
...The Personal Banker SAFE Act is an entry-level position responsible for assisting in the execution of sales, product, or service activities in coordination with the customer service team. The overall objective is to foster relationships with customers, build loyalty, and...SuggestedFull timeLocal area- A financial institution in Walnut Creek is seeking a dedicated banking professional to enhance client relationships and support various banking services. You will engage clients, perform transactions, and play a vital role in loan origination. The ideal candidate has a ...Suggested
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- Citigroup Inc. is hiring for an entry-level Personal Banker SAFE Act position in Walnut Creek, California. The role focuses on assisting in sales and product activities while fostering client relationships to enhance loyalty. Ideal candidates will have up to 2 years of...Suggested
$20 - $28 per hour
...relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers. Ability to obtain... ...Professional Development: Grow your skills with our tailored premier banker programs. Career Growth: Clear paths to achieve your...Immediate start$250k
The Personal Banker SAFE Act is an entry‑level position responsible for assisting in the execution of sales, products, or service activities in coordination with the customer service team. The overall objective of this role is to foster relationships with customers to build...$43.68k - $69.9k
...General Function The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers. This position is responsible for processing teller transactions...Work at office$21.79 - $29.96 per hour
This is a part-time only opening with a schedule of 24 hours per week, Monday - Friday schedule with some flexibility. Chevron Federal Credit Union is one of the top-run credit unions in the country - and one of the largest, with $5 billion in assets. Yet our corporate...Hourly payPart timeMonday to Friday$43.68k - $69.9k
...opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting...Work at office- JPMorganChase is seeking a Relationship Banker in Walnut Creek, California, who will engage with clients to provide exceptional service and financial solutions. You'll manage client relationships and utilize the latest digital banking technology. The ideal candidate will...
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$25 - $27.88 per hour
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Bank of America in Walnut Creek, CA, is seeking a seasoned professional to lead client management and business development within its Private Bank division. The role involves advocating for clients, developing meaningful interactions, and understanding client needs. Ideal...- ...from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use...Temporary workWork experience placementLocal area
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$45.9k - $75.9k
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City National Bank is seeking a Financial Advisor in Walnut Creek, California. The role involves working with a Senior Financial Advisor to support clients in wealth management. Candidates should have at least 2 years of investment experience and strong client management...$63.3k - $117.2k
...seminars) and cultivate branch employee referrals. Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments). Implements a relationship management plan in...Local area- Description The Financial Planner position primarily focuses on maintaining and adding value to existing client relationships, as well as interacting with other professionals in a team-based structure. This is an ideal position for someone who enjoys working in a team ...
- U.S. Bank in Walnut Creek, California, is seeking an experienced professional to manage high net worth client relationships. You will be responsible for retention and growth, building a team of experts in Banking, Trust, and Investment to meet client needs. The ideal candidate...
$85k - $145k
...designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC). Series 65 required, unless any...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$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 areaFlexible 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$170.26k - $200.3k
...enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes...Temporary workWork experience placement$100k - $250k
...estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis Unquestioned commitment to integrity in personal and professional activities Highly motivated with ability to function well in a fast-paced environment Self-starter by nature...- LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at the Retirement and Investment Center located at Nuvision Federal Credit Union invites you to join our employee...Work at officeLocal area
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