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. 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.
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.
#LI-JH1
Personal Banker Associate I
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: or by consulting with your talent acquisition partner.
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.
Introduce yourself to our team to stay connected on future opportunities. We look forward to finding the right place for you. Are you ready to take the next step?
Fifth Third is a bank that's 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.
- ...an opportunity to contribute to the company's success. As a Personal Banker (Bilingual in Spanish or Portuguese preferred) within PNC's... ...Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
- Northern Trust Job PostAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust is proud to guide the world's most successful individuals, families, corporations and institutions.Since 1889, we have aligned...SuggestedWork experience placementH1bWorldwideFlexible hours
- ...Expectations:This position is not eligible for Visa sponsorshipSpecific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide...SuggestedFull timeWork experience placement
- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled...SuggestedWork experience placementFlexible hours
- ...incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- PNC Financial Services Group, Inc. in Delray Beach, FL is seeking a Personal Banker (bilingual in Spanish preferred) to nurture relationships at the E Linton Branch. You will engage customers, understand their financial goals, and present tailored PNC solutions to strengthen...Work at office
- ...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
- Fifth Third Bank in Delray Beach, FL, is launching a Retail Personal Banker II track after a 4-8 week onboarding with rotations in Operations and Sales & Service. The program ends with certification to demonstrate skills for a role in the Retail Personal Banker family....
- ...Personal Shopper 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 energy in their lives. We will always strive to make Bloomingdale's like no other store...Full timeLocal areaFlexible hoursAfternoon shift
- ...s most sophisticated clients using leading technology and exceptional service. Major Duties Collect, organize and maintain client personal and financial wealth plan profile data. Review and synthesize client profile data and assist in the design of client profiles and...
$19 per hour
DescriptionThe incumbent will be responsible for coordinating patient flow, timely processing, maintaining knowledge and deployment of practices used within the department/physician practice/hospital to address patient questions or concerns. Maintaining knowledge of insurance...Daily paidWork at officeDay shift- ...Job Description Lot Associates assist customers with the loading of their vehicles and also monitor and maintain the entrance of the store. Lot Associates also are responsible for maintaining a sufficient quantity of carts near the entrance of the store. This position...Local area
$15 - $28 per hour
...Closing Location Walmart Supercenter #1916 5571 W HILLSBORO BLVD, COCONUT CREEK, FL, 33073, US Job Overview Stocking associates are focused on unloading trucks and stocking new freight. They spend the majority of their time in the backroom. Stocking...Hourly payMinimum wageFull timeTemporary workPart timeShift work- ...and industrials , supporting growth initiatives, recapitalizations, and buyouts. The team is seeking a Private Equity Senior Associate to join their South Florida office. Key Responsibilities: Lead financial modeling, valuation, and investment analysis Drive...Work at officeRelocationFlexible hours
- ...Selling Associate - Part Time page is loaded## Selling Associate - Part Timelocations: O5\_0817\_BOCA RATONposted on: Posted Todayjob... ...creative ways to entice our customers to return for a personalized shopping experience. Become an expert within the off-price luxury...Full timePart timeWeekend workAfternoon shift
- ...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 payFull timeStart working todayWork at officeLocal areaFlexible hoursNight shiftWeekday work
- ...Relationship Banker - Sunshine Square Financial Center Boynton Beach, Florida **To proceed with your application, you must be at least... ...handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or...Work at officeFlexible hoursShift workWeekend workDay shift
- ...About the Role As a Distribution Center Associate, you'll be a crucial part of our logistics operations, ensuring that products are efficiently and accurately distributed to our customers. You'll work in a dynamic environment, handling various tasks from receiving and...
- Store Delivery DriverAre you a dependable driver who loves being on the road and enjoys working with customers? NAPA is hiring Delivery Drivers to deliver automotive parts across the metropolitan area. Join a trusted Fortune 200 company and become a proud NAPA Brand Ambassador...Full timePart timeFlexible hoursAfternoon shift
$28.47 per hour
Join Our Community of Food People! Our CDL A Delivery Truck Drivers start at $28.47 an hour as well as Incentive Pay. We are looking for Delivery Truck Drivers who relish the chance to push their potential, grow and reap the rewards of joining the US FOODS®...Hourly payTemporary workLocal areaMonday to FridayShift workNight shift- Job TitleTheorem Fund Services is a award winning multi-service fund administrator that offers a unique turn-key solution to investment managers. Theorem combines institutional-level technology with strong industry experience and a deep understanding of our clients' needs...Temporary work
- ...Fifth Third Bank in Boca Raton, Florida, seeks an Associate Wealth Management Advisor to support Wealth Management Advisors in client relationships with more than $2M in investable assets, delivering the Private Bank experience with high-quality service and advice-driven...
- ...Receive and process telephone orders. Take inventory and complete associated paperwork. Clean equipment and facility approximately daily.... ...customers and co-workers to process orders both over the phone and in person. Essential Functions/Skills Ability to add, subtract, multiply...Work at officeFlexible hoursShift workNight shift
- Amazon Delivery Drivers - - Responsibilities: Deliver and unload packages to customers in a safe and timely manner; Provide excellent customer service; Review orders before and after delivery to ensure accuracy; Follow assigned routes and schedules and adhere to safety...
$25.64 - $32.05 per hour
...inspiring style. Since 1924, the company has delivered unique shopping experiences with a curated assortment of fashion and highly personalized service. The brand blends a strong digital customer experience with a network of 14 locations across North America for seamless,...Hourly payFull time- 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 timeInternshipFlexible 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$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 timeWork at office- Financial AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....Temporary workWork at officeMonday to FridayRotating shiftDay shift
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker Associate I. Be the first to apply!
- senior associate attorney Boca Raton, FL
- senior associate architect Boca Raton, FL
- safety associate Boca Raton, FL
- media associate Boca Raton, FL
- summer associate legal Boca Raton, FL
- lab associate Boca Raton, FL
- associate attorney Boca Raton, FL
- publishing associate Boca Raton, FL
- associate professional Boca Raton, FL
- associate of applied science degree Boca Raton, FL

