Personal Banker
Fifth Third Bancorp
Personal Banker Associate I - St Matthew Financial Center (Louisville)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.Location -- Louisville, Kentucky 40207
$23.56 - $26.44 per hour
...grow core client relationships, fulfill client's financial needs and provide a fIRST Class Client Experience.Function as client's personal trusted advisor by adding value and building deep client relationships by utilizing the First Client Conversation Model.Participate...SuggestedWork experience placementInternshipLocal area- ...Personal BankerAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united... ...opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Branch organization, you will be based in...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Bases Services Aide, you will provide support, assistance with personal hygiene and household functions for an individual to be able to... ...Hill's product portfolio. Full-time Fifth Third Bank Personal Banker Associate I Make banking a Fifth Third better; connect great people...SuggestedFull timeWork from home
- * Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer...Suggested
- ...Personal Banker Associate I - New Cut Rd (Louisville, KY)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...SuggestedWork experience placementWork at office
- Please review the following job description: ESSENTIAL DUTIES AND RESPONSIBILITIES Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service...Full timePart timeWork at officeNight shiftWeekend work
$17 - $29.75 per hour
...Relationship BankerThe Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships...Immediate start- Responsibilities engaging clients in the lobby to educate and assist with conducting transactions through self‑service resources, such as mobile banking, online banking, or ATM accurately and efficiently processing cash transactions for clients as needed having deep conversations...Weekend work
- ...New Washington State Bank's New Albany branch is seeking a full-time Relationship Banker to assist customers with daily transactions and inquiries. You will balance cash drawers, process deposits and withdrawals, and build lasting relationships with clients while delivering...Full time
- ...expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with... ...Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand...Immediate startAfternoon shift
$20 - $23 per hour
...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... ...skills and discover what you excel at—all from Day One.Relationship Bankers build relationships with customers, engaging them via multiple...- ...Truist Financial Corporation in Louisville, KY is seeking a Retail Personal Banker to deliver exceptional service while meeting branch sales targets. You will engage clients, present loan and deposit options, and collaborate with specialists to handle complex financial...Weekend work
- ...them identify consumer and business banking opportunities to create referrals. Works closely with the Branch Manager and Business Banker to follow up on independent opportunities to expand share of wallet with consumer and business clients.Creates client loyalty and grow...Work at officeShift work
- ...opportunity to contribute to the company’s success. As a Relationship Banker Business Specialist within PNC's retail branch organization,... ...(EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$116k - $229.1k
Position Summary The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-chain processes, making them more efficient and cost-effective...Local area$77.9k - $199k
...work as part of a Team of specialist within the Wealth Group and are responsible for engaging other specialists, including Private Bankers, Financial Planners, Trust Officers, Fixed Income Team, RPS Administrators, and Philanthropy Officers, as appropriate.Key AccountabilitiesWithin...- ...essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or...Full timeTemporary workPart timeWork experience placementWork at office
$61k - $119k
...your client base by making new connections, maintaining a strong referral network, and providing a great client experienceBuild personalized, holistic financial plans tailored to every client's unique needsManage your client's financial plans to help them achieve their...Full timeContract workFor contractorsWork at office- Private Wealth Advisor (Pwa) One of the largest and oldest financial institutions in The Ohio Valley has an opening for a Private Wealth Advisor (PWA). This is an exclusive opportunity with a top-rated financial institution, offering unparalleled resources and on-site...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
$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- Financial PlannerThe Financial Planner role will provide work experience and educational opportunities to build competencies as well as allow time to network and target a role as a full time Financial Advisor on an existing team within 4 years.Support Financial Advisors...Full timeWork experience placementImmediate startWork from home1 day per week
$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 areaRemote workFlexible hours$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$48k - $100k
...other life goals through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a personal relationship with a trusted advisory team, equipped with the investment insights of Merrill coupled with the banking convenience...Shift workDay shift- * Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately ...
- ...client acquisition discipline in the Louisville market through CPA partner channels, referrals, and local centers of influence. This person will partner with senior leaders and advisors to develop a proactive pipeline, convert qualified opportunities into client...Local area
$76.5k - $90k
...Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. The candidate will be responsible for document analysis, data management, and financial plan preparation. This is...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than... ...on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and...
- The Financial Advisor is a client-facing representative of Burke & Herbert Wealth Management who will assist customers with investment and financial planning needs. This is a licensed position (FINRA Series 7 and 66, or equivalent, and VA L&H), which requires the ability...Work at officeLocal areaRemote work
- Robert W. Baird & Co. Incorporated in Kentucky invites aspiring financial planners to join a structured program designed to develop competencies and prepare you for a full-time Financial Advisor role on an established team within four years. You will support Advisors and...Full timeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!
- private mortgage banker Louisville, KY
- private banker Louisville, KY
- personal banker Louisville, KY
- personal training part time Louisville, KY
- personal caregiver Louisville, KY
- attorney personal injury Louisville, KY
- entry level personal training Louisville, KY
- personal training Louisville, KY
- personal security Louisville, KY
- junior private banker

