Personal Banker I - Fresno,CA
$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. General Function 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. 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 I - Fresno,CA Total 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 -- Fresno, California 93720 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.
$79k - $114k
...Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards. Relationship Banker (Commercial Lending) in Fresno, CA Essential Functions: Responsible for acquiring, analyzing and maintaining client relationships. Provides suitable...SuggestedWork experience placementWork at officeLocal areaFlexible hours- ...Fifth Third Bank 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 become...SuggestedWork experience placementWork at office
$53.13k
Personal Financial Counselor, Fresno, CA page is loaded Personal Financial Counselor, Fresno, CA Apply locations Fresno CA 93727 Fed Fresno Army NG time type Full time posted on Posted Yesterday job requisition id R00000067048 This position will provide personal financial...SuggestedFull timeContract workTemporary workWork experience placementWork at officeWork from homeHome office$58.44k - $93.5k
...Personal Financial Counselor, Fresno, CA This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families...SuggestedContract workTemporary workWork at office$250k
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities... ...: Branch Sales Time Type: Full time Primary Location: Fresno California United States Primary Location Full Time Salary...SuggestedFull time- ...tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select... ...customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice...Full timeImmediate startAfternoon shift
- ...Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial...Contract workWork at office
$34 - $60 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker... ...setting clear expectations, and taking personal ownership to convert qualified... ...Locations: Cedar Pointe: 7014 N Cedar Ave. Fresno, CA Golden State Plaza: 1975 W. Clinton Ave...Temporary workWork experience placementImmediate start$79k - $114k
A financial services corporation based in Fresno, CA, is seeking a Relationship Banker specializing in Commercial Lending. The role involves acquiring and managing client relationships, analyzing client needs, and negotiating loan terms. Candidates should have a bachelor...- A major banking institution seeks a Retail Personal Banker I in Fresno, California. This position involves using a consultative sales approach to meet customer financial needs, processing transactions, and ensuring a high level of customer satisfaction. Candidates should...
$54.1k - $75.5k
A major banking institution is seeking an entry-level Personal Banker in Fresno, California. This position involves assisting in sales and service activities, building client relationships, and providing coaching to branch staff. Candidates should hold a Bachelor's degree...$44.17k - $57.63k
The Universal Banker is an entry level position responsible for the assistance in the execution... ...sound ethical judgment regarding personal behavior, conduct and business practices,... ...Time Type: Part time Primary Location: Fresno California United States Primary Location...Hourly payFull timePart time$49.9k - $65.1k
The Head Universal Banker is a leadership role responsible for providing exceptional service... ...sound ethical judgment regarding personal behavior, conduct and business practices,... ...Sales Time Type Full time Primary Location Fresno California United States Primary Location...Full timeFlexible hours$54.1k - $75.5k
Citibank (Switzerland) AG is seeking a Personal Banker for the Clovis Branch. This entry-level role involves assisting in sales and product service activities while building strong customer relationships. Candidates should have up to 2 years of relevant experience, preferably...- A leading financial institution is seeking an entry-level Personal Banker SAFE Act to assist with sales and service activities while fostering customer relations. This role involves working with credit requests, building business opportunities, and enhancing client experiences...
$54.1k - $75.5k
Citigroup Inc. is hiring a Personal Banker SAFE Act in Clovis, California, responsible for sales and customer service activities. The role requires fostering client relations to drive sales growth. Candidates should have a Bachelor's degree and 0-2 years of experience in...- A health services company is seeking a Personal Financial Counselor in Fresno, CA to provide financial counseling services to military service members and their families. Responsibilities include developing financial education materials and providing one-on-one counseling...
- ...planning built on clarity, process, and long-term relationships. With continued client growth, we are adding a Financial Advisor to our Fresno, CA office to support an established planning practice and deliver consistent, high-quality advice to retirement-focused clients....Work at office
- Loper District - Northwestern Mutual is seeking a Financial Advisor in Fresno, CA. The role emphasizes teamwork and competitive spirit, ideal for those with a sports background. The position offers extensive training, a performance-based compensation structure, and robust...Flexible hours
$64k - $148k
Candidates not currently residing in the greater Fresno area WILL NOT be considered for this role.... ...full-time, on-site role based in Fresno, CA. This role will engage in building and nurturing client relationships, develop personalized financial plans, and provide ongoing...Full timeTraineeshipWork experience placementWork at officeLocal area- A major dairy supplier in Fresno, CA is looking for a Staff Accountant to manage essential finance functions and general accounting responsibilities. The ideal candidate will demonstrate strong analytical and problem-solving skills, along with at least 2-4 years of accounting...
- The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities... ...adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating,...Part time
$100 per hour
...advisory engagement management. ~ Excellent English written communication. Bonuses (Not at All Necessary) ~ CFA (Level I/II/III), CA/CPA, ABV, or MBA in Finance. Perks of Freelancing with Turing Work on the cutting edge of AI and finance. Fully remote and...Hourly payFreelanceRemote workFlexible hours- ...ABOUT THE JOB: We are seeking experienced candidates to apply for a Financial Advisor position for a wealth management company in Fresno. You will be responsible for meeting with clients to review current financial status and provide strategic advice on financial...
$25 - $38 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...Temporary workWork experience placementImmediate start$101k - $158k
...California or work hybrid from Newfront’s Fresno office. What You’ll Be Responsible For:... ...Certificates, Licenses, Registration: Valid CA driver’s license and vehicle for... ...regarding how Newfront collects and uses personal information, please review our Privacy Policy...Full timeWork experience placementWork at officeLocal areaRemote work- A leading career education institution is seeking a Student Finance Advisor for its Fresno campus. This role involves assisting in administering financial aid programs, interviewing prospective students, and reviewing applications for accuracy. Candidates should have at...
- We're Looking For Someone with tenacity, passion, discipline and grit to join our team as a Student Finance Advisor at our Fresno campus. To Do What You will assist the Director of Student Finance in administering financial aid programs. Who Are We UEI College is a leader...Full timeWork experience placement
$96k - $154k
...also meet ongoing regulatory requirements including additional screening, if necessary Posting Location: ~1206 Van Ness Ave Fresno, CA 93721 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but...Work experience placementWork at officeLocal area$44.17k - $57.63k
Citi is seeking a Universal Banker in Fresno, California. This entry-level role involves assisting customers with account services, executing transactions, and creating sales opportunities. Candidates should have 1-3 years of relevant experience and strong communication...Full timePart time
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