Associate Personal Banker
$43.68k - $69.9kFifth Third
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. 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. 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. 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 - San Ramon 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 -- San Ramon, California 94583 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. 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
$43.68k - $69.9k
...FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education... ...required for various classroom training sessions. Personal Banker Associate I - San Ramon Total Base Pay Range 43,680.00 - 69,900.00 USD...SuggestedFull timeWork experience placementWork at office- Citi is seeking a Personal Banker in Danville, CA to assist customers with banking and lending solutions. This entry-level role supports sales and service activities in coordination with the customer service team, aiming to deepen relationships and grow deposits. You will...SuggestedFull time
$25.19 - $28.96 per hour
...Personal Banker Danville Retail Bank Employment Status: Full-Time, Hourly (40hrs), Non-Exempt Salary: $25.19 - $28.96 (commensurate with experience & qualifications) Danville F & M Bank's Personal Bankers are responsible for building relationships and providing...SuggestedHourly payFull timeWork experience placementLocal area- Citigroup Inc. in Danville, CA is seeking an entry-level Personal Banker SAFE Act to support sales, product and service activities with the customer service team. You will help grow relationships with consumer clients, cross-sell treasury and small business products, and...Suggested
- Citigroup Inc. is seeking a Personal Banker SAFE Act in San Ramon, California. This entry-level position focuses on assisting in sales and customer relations, designed to build loyalty and increase sales among individual consumer clients. The role includes responsibilities...Suggested
- Fifth Third Bank in San Ramon, California is recruiting for a Personal Banker I through a 4-8 week onboarding program with rotations in operations and Sales & Service. The role emphasizes consultative banking to identify customer needs and cross-sell products while handling...
$23 - $31 per hour
...Associate Personal Banker (SAFE) At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just...Work experience placementFlexible hours- Fifth Third Bank, N.A. in San Ramon, CA, is hiring for a Retail Personal Banker I track. The program starts with 4-8 weeks of onboarding, including rotations in operations and Sales & Service, culminating in a certification to advance within the Retail Personal Banker family...
$250k
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 of this role is to foster relations with customers to build...$104.4k - $121.8k
...culture, we invite you to explore a career with us. As an Associate Financial Planner, you'll serve to assist Financial Planners in... ...that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Recognized...$43.1k - $58.3k
...- Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking. - Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital...Contract workPart timeLocal areaDay shift$112.8k - $153.7k
...growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. We are seeking a Senior Associate, Tax Technology Analytics & Automation to support the Tax Automation & Technology group. This role is hands‑on and execution‑focused...Full timeContract workLocal areaFlexible hours$75k - $80k
...Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA). The Role We are looking for an Associate Wealth Advisor who is a relationship builder at heart, with strong communication skills and a problem-solving mindset that excels...Permanent employmentWork experience placementLocal area$83.5k - $111.3k
...led culture, we invite you to explore a career with us. As an Associate Financial Planner, you’ll assist Financial Planners in... ...that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Recognized...- Edelman Financial Engines, LLC is seeking an Associate Financial Planner to support Financial Planners and ensure client happiness while adhering to regulatory standards. The role involves preparing analyses across retirement, investments, estate, and tax planning, plus...
- Hightower Advisors seeks an Associate Wealth Advisor to be a relationship builder with strong communication and a problem-solving mindset. You will report to the Senior Wealth Advisor and manage tasks across advisory, planning, operations, and relationships. You have 3+...
- Edelman Financial Engines is looking for an Associate Financial Planner in Danville, California. In this role, you will assist Financial Planners in ensuring client satisfaction while following regulatory guidelines. Your responsibilities encompass performing financial...
- Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
$61.28k - $85.52k
...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 of this role is to foster relations with customers to...Full time- ...Relationship Banker- Pleasant Hill Area Pleasant Hill, California;Walnut Creek, California; San Ramon, California; Lafayette, California... ...handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees...For contractorsWork at officeRemote workFlexible hours
- ...Citigroup Inc. in Fremont, CA is seeking an entry-level Personal Banker SAFE Act to assist the sales, product, and service teams. The role focuses on building customer loyalty and increasing sales with individual consumers. Responsibilities include handling small business...
$43.68k - $69.9k
...ideas and opinions, elevating concerns, and personally following policies and procedures as... ...Travel will be required. Float Personal Banker I- Hayward Total Base Pay Range 43,68... ...Third will not be responsible for any associated fee. Fifth Third Bank, National...Full timeWork at office- ...be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose... ...branches) Should cultivate relationship with retail store associates. ~ Increasing sales and cross-sell opportunities by...Flexible hours
- ...Fifth Third Bank in Fremont, Michigan is seeking a Retail Personal Banker II after a 9-week onboarding. The role emphasizes sales development and relationship building, promoting a full range of banking products to meet customer needs and provide specialized service. As...
$26.44 - $35.1 per hour
...Position Summary The Personal Banker delivers world-class service in accordance with Fremont Bank standards at every client interaction... ...foundation is built on relationships - with our clients, our associates, and our communities. We offer: A people-first culture grounded...Work at officeLocal areaFlexible hoursNight shift- ...Part-Time Center Associate The Part-Time Center Associate delivers world-class customer service to all retail customers by receiving and processing packages for courier shipment and operating copiers, fax machines, binding equipment, laminating machines, and point-of-sale...Part time
- Job PostingResume Letter of Introduction Letter of Recommendation DMV record of driving history for last 10 years is required at time of application. (Can be ordered online through DMV)** Certain positions in the District require the successful completion of a static strength...
- TJX - 3140 Fostoria Way - Responsibilities: Deliver a highly satisfied customer experience; Accurately ring customer purchases/returns and counts change back to customer according to established operating procedures; Maintains and upholds merchandising philosophy and follows...
- ...collaboratively with peers. Candidates should have strong customer service skills and be flexible in their work schedule. Benefits include a competitive salary, associate discounts, and various support programs. Apply today to join our vibrant and diverse team! #J-18808-Ljbffr...Flexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Personal Banker. Be the first to apply!
- radiology associates San Ramon, CA
- media associate San Ramon, CA
- associates degree in criminal justice San Ramon, CA
- social impact associate San Ramon, CA
- family law associate San Ramon, CA
- associate professional San Ramon, CA
- part time associate San Ramon, CA
- associate San Ramon, CA
- associate degree computer science San Ramon, CA
- associates degree business San Ramon, CA

