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

Personal Banker Associate I

Fifth Third Bank, N.A.

Boca Raton, FL Full time

R70870

Make banking a Fifth Third better® We connect great people to great opportunities. 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. 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 LOCATION -- Boca Raton, Florida 33432 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. 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. 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. Fifth Third is a bank that is as long on innovation as it is on history. Since 1858, we've been helping individuals, families, businesses and communities grow through smart financial services that improve lives. With a commitment to taking care of our customers, employees, communities and shareholders, our goal is not only to be the nation's highest performing regional bank, but to be the bank people most value and trust. #J-18808-Ljbffr Fifth Third Bank, N.A.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Personal Banker Associate I in Boca Raton, FL vacancy
  • ## Personal Banker Associate IApplylocations: Boca Raton, FLtime type: Full timeposted on: Posted Todaytime left to apply: End Date: September 30, 2026 (30+ days left to apply)job requisition id: R70870**Make banking a Fifth Third better** We connect great people to great... 
    Suggested
    Work experience placement
    Work at office

    Fifth Third

    Boca Raton, FL
    2 days ago
  • ## Personal BankerApplylocations: Boca Raton, FLtime type: Full timeposted on: Posted Todayjob requisition id: R158129**About Northern Trust** As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq... 
    Suggested
    Work experience placement
    H1b
    Worldwide
    Flexible hours

    Northern Trust

    Boca Raton, FL
    1 day ago
  • $250k

     ...Personal Banker SAFE Act 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... 
    Suggested

    Citigroup

    Boca Raton, FL
    3 days ago
  • Citi's Personal Banker SAFE Act is an entry level role designed to assist in sales, product and service activities in coordination with the customer service team at the Boca Raton branch. The goal is to foster relationships, build loyalty, and help increase sales to individual... 
    Suggested

    Citi

    Boca Raton, FL
    2 days ago
  • Citigroup Inc. in Boca Raton, FL is seeking an entry-level Personal Banker SAFE Act to support sales and service activities in coordination with the customer service team, building loyalty and helping grow the book of business with individual consumer clients. Responsibilities... 
    Suggested

    Citigroup Inc.

    Boca Raton, FL
    3 days ago
  • Major Duties Executes and/or submits client account servicing requests within appropriate time frames, including submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintaining accurate and complete account records, imaging...
    Work experience placement
    H1b

    Northern Trust

    Boca Raton, FL
    1 day ago
  • ## Personal BankerApplylocations: FL - Delray Beach (33444)time type: Full timeposted on:...  ...to the company’s success. As a Personal Banker (Bilingual in Spanish preferred) within...  ...and effectively managing all of the risks associated with their business objectives and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

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

    PNC Financial Services

    Boynton Beach, FL
    3 days ago
  •  ...Personal Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united...  ...Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they... 
    Work at office

    PNC

    Delray Beach, FL
    2 days ago
  •  ...opportunities * Growth potential opportunities * Employee Discount at Bloomingdale's & Macy's Stores *About* Bloomingdale's makes fashion personal and fun, aspirational yet approachable. Our mission is to guide and inspire our customers to make style a source of creative... 
    Full time
    Local area
    Flexible hours
    Afternoon shift

    Bloomingdale's

    Boca Raton, FL
    13 hours ago
  • $70.49k - $119.89k

    ## Associate Financial AdvisorApply: Boca Raton, FL: Ft. Lauderdale, FL: Full time: Posted Yesterday: R162093**About Northern Trust**...  ...managing your own client relationships and ultimately building a personal book of business as a Financial Advisor. ### **What You'll Do:... 
    Full time
    H1b
    Worldwide

    Northern Trust

    Boca Raton, FL
    2 days ago
  • $90k - $120k

     ...is growing, and we're looking for an empathetic, experienced personal injury attorney to help clients find justice and compensation...  ...Qualifications: * State license to practice law and State Bar Association membership is mandatory * Proficiency in computers is vital... 

    Frankl Kominsky Injury Lawyers

    Boca Raton, FL
    13 hours ago
  • $18 - $22.21 per hour

    United Community Bank is seeking a full-time Travel Universal Banker in Boca Raton, Florida. This role involves traveling to various branch locations to deliver exceptional customer service, manage transactions as a teller, and promote bank products. Qualified candidates... 
    Hourly pay
    Full time

    United Community Bank

    Boca Raton, FL
    5 days ago
  •  ...Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed...  ...customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment... 

    JPMorgan Chase

    Boca Raton, FL
    16 hours ago
  •  ...projects and communication/outreach activities. The Financial Aid Counselor will provide accurate information to students and parents in-person or via e-mail, virtual platform and phone. The Financial Aid Counselor will provide high-quality, cross-functional administrative... 
    Work at office
    Flexible hours
    Night shift

    Lynn University

    Boca Raton, FL
    2 days ago
  • Chase is hiring an Associate Banker for Boca Raton, FL, offering 30 hours per week. The role focuses on welcoming clients, opening accounts, and guiding customers through mobile and online banking tools. You will work to exceed client expectations and build trusted relationships... 
    Part time

    JPMorgan Chase & Co.

    Boca Raton, FL
    3 days ago
  • Occupation Elevation is looking for experienced auditors to transition into strategic advisory work. The role supports senior finance leadership, focusing on complex accounting and finance transformation initiatives. Ideal candidates will have 3–6 years of experience in...
    Flexible hours

    Occupation Elevation

    Boca Raton, FL
    1 day ago
  • $70k - $250k

     ...As business owners, Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry... 
    Full time
    Contract work
    Work experience placement
    Work at office
    Relocation

    Northwestern Mutual

    Boca Raton, FL
    1 day ago
  • BCG Attorney Search in Boca Raton, FL seeks an Associate Attorney specializing in Personal Injury. The ideal candidate will have Florida Bar licensure and 3+ years' Plaintiff PI experience, or equivalent in a support role. You will manage cases from intake to disposition... 

    BCG Attorney Search

    Boca Raton, FL
    4 days ago
  •  ...future. Through a commitment to transparency, integrity, and personalized strategies tailored to every stage of life, the team delivers...  ...clients through referrals, community involvement, and professional associations. Qualifications: Education: Bachelor's Degree is strongly... 
    Temporary work
    Work at office
    Flexible hours

    Barish Financial - Northwestern Mutual

    Boca Raton, FL
    2 days ago
  • Beacon Pointe is one of the nation’s largest Registered Investment Advisory (RIA) firms, providing advisory services to a range of clients, including high-net-worth individuals, families, and institutions. Clients have long relied on Beacon Pointe's Wealth Advisors to ...

    Beacon Pointe

    Boca Raton, FL
    4 days ago
  • …tired of working for “big box financial”? …working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum? …confident in your background, experience, and acumen working with individuals and businesses to reach common goals?...

    Evershore Financial Group

    Boca Raton, FL
    5 days ago
  • $200k - $225k

     ...will own and grow a book of client relationships, delivering personalized wealth strategies built on expertise in financial planning, tax...  ...of centers of influence — estate attorneys, CPAs, investment bankers, and other intermediaries — to generate qualified referrals. Lead... 
    Work at office

    Lido Advisors, LLC

    Boca Raton, FL
    5 days ago
  • $130k - $150k

    This range is provided by Wealth Enhancement. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $130,000.00/yr - $150,000.00/yr Additional compensation types Annual Bonus and Stock options Our Boca Raton...
    Full time
    Work at office

    Wealth Enhancement Inc

    Boca Raton, FL
    4 days ago
  • $110k - $130k

     ...wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    Wealth Enhancement Group

    Boca Raton, FL
    3 days ago
  • $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... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Boca Raton, FL
    1 day ago
  •  ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor... 
    Work at office
    Flexible hours

    Bankers Life

    Deerfield Beach, FL
    5 days ago
  • $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 time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Boca Raton, FL
    4 days ago
  • Northwestern Mutual is offering an internship program for College Financial Representatives in Boca Raton, Florida. The program provides guidance and resources to build a financial planning practice. Interns will learn to prospect clients, develop business strategies, ...
    Full time
    Internship
    Flexible hours

    Northwestern Mutual

    Boca Raton, FL
    1 day ago
  • $850 per week

     ...mechanical service work with responsibility for a dedicated service truck and assigned territory. The position operates as a two-person crew and requires strong mechanical aptitude, reliability, and the ability to work independently in outdoor retail environments.... 
    Full time
    Work at office
    Night shift

    Jimco Maintenance

    Boca Raton, FL
    22 days ago

Do you want to receive more vacancies?

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