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

Personal Banker II

Dormont Manufacturing Company

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. Personal Banker II GENERAL FUNCTION Selected candidates are intended to become a Retail Personal Banker II 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 Retail Personal Banker II role is a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee‑based services and the retention of customers. Responsible for selling a full range of banking products and services to meet existing and prospective customer’s needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service process, using the prescribed tools and interacting with the staff for referral activity. 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. 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. LOCATION – Broadview Heights, Ohio 44147 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

Vacancy posted 6 hours ago
Similar jobs that could be interesting for youBased on the Personal Banker II in Broadview Heights, OH vacancy
  • Job Overview: The Personal Banker II plays a key role in providing exceptional customer service and building lasting relationships with clients. This position involves engaging in meaningful conversations to understand customer needs and recommending tailored banking... 
    Suggested
    Work at office

    Dollar Bank, FSB

    Cleveland, OH
    1 day ago
  • Dollar Bank, FSB is seeking a Personal Banker II in Cleveland, Ohio to provide exceptional customer service and build relationships. This role involves understanding customer needs and recommending tailored banking products. The ideal candidate will deliver personalized... 
    Suggested

    Dollar Bank, FSB

    Cleveland, OH
    4 days ago
  • Dollar Bank, FSB is looking for a Personal Banker II in Cleveland, Ohio. This position involves delivering exceptional customer service and building relationships while recommending banking products like accounts and loans. Responsibilities include greeting customers,... 
    Suggested

    Dollar Bank, FSB

    Cleveland, OH
    1 day ago
  •  ...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 9 week on-boarding and education program that includes rotations in operations and Sales & Service. There... 
    Suggested
    Work experience placement
    Work at office

    Fifth Third Bank, N.A.

    North Royalton, OH
    5 days ago
  •  ...Flagstar Bank in Macedonia, Ohio is seeking a Branch Banking Client Consultant II - Licensed to deliver best-in-class client experiences. This role involves resolving client concerns and offering tailored product details to meet financial needs. The ideal candidate will... 
    Suggested

    Flagstar Bank

    Macedonia, OH
    4 days ago
  •  ...existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest * Manage a commercial loan portfolio of both credit and noncredit clients * Make loan presentations and... 
    Work at office

    Northwest Bank

    Independence, OH
    21 days ago
  • $121.9k - $262.1k

    Fifth Third Bank in Cleveland is looking for a Wealth Management Advisor II to serve as a trusted advisor, coordinating with clients to achieve their wealth goals. The role includes developing new client opportunities and delivering high-quality services through a customized... 

    Fifth Third

    Cleveland, OH
    4 days ago
  • $22 - $24 per hour

     ...operations and ensures service excellence. This role provides an opportunity to lead by example, guiding team members in delivering personalized financial solutions while maintaining a high standard of customer satisfaction. As a member of the Regional Banking Team, you... 
    Work at office
    Shift work

    Dollar Bank, FSB

    Cleveland, OH
    1 day ago
  • Job Description This job is responsible for helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include balancing working service requests and... 
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    North Royalton, OH
    11 hours ago
  • Fifth Third Bank in Broadview Heights is seeking a Personal Banker II to enhance customer relationships and drive sales. This role involves completing a 4-8 week onboarding program and contributing to the bank’s growth through sales of various banking products. Candidates... 

    Dormont Manufacturing Co

    Broadview Heights, OH
    2 days ago
  • $20.67 - $31.25 per hour

     ...44130 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client’s financial wellness... 
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    Middleburg Heights, OH
    4 hours ago
  • $43.68k - $69.9k

    Dormont Manufacturing Co is seeking a Personal Banker I in Cleveland, Ohio. You'll join a comprehensive onboarding program aimed at equipping you with the skills to meet clients' financial needs through consultative sales. This role emphasizes face-to-face customer interaction... 

    Dormont Manufacturing Co

    Cleveland, OH
    2 days ago
  •  ...existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest Manage a commercial loan portfolio of both credit and non‑credit clients Make loan presentations and... 
    Work at office

    LE001 Northwest Bank

    Independence, OH
    2 days ago
  • A prominent financial institution is seeking a Private Client Banker in Independence, Ohio. This role focuses on building relationships and offering tailored financial solutions to clients with investable assets up to $2M. Key responsibilities include achieving sales goals... 

    KeyCorp

    Independence, OH
    4 days ago
  • $25 - $38.46 per hour

    Private Client Banker - Independence page is loaded## Private Client Banker - Independencelocations: Independence, OHtime type: Full...  ...and teammate and realizing the impact we can have on their day, personally, professionally, and financially.* Listen for clues for financial... 
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    Independence, OH
    4 days ago
  • LE001 Northwest Bank is seeking a C & I Commercial Relationship Manager in Independence, Ohio. The role involves serving as a trusted advisor and managing a portfolio of relationships to meet clients' financial needs. Key responsibilities include developing new business...

    LE001 Northwest Bank

    Independence, OH
    1 day ago
  •  ...of America is seeking a Client Relationship Specialist in North Royalton, Ohio, responsible for connecting with clients to address personal banking needs and providing tailored solutions. The specialist will play a key role in enhancing client relationships through... 
    Flexible hours

    Bank of America

    North Royalton, OH
    11 hours ago
  • $44.72k - $57.5k

     ...Personal Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Strongsville, OH
    4 days ago
  •  ...Personal Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Cleveland, OH
    4 days ago
  • $25 - $31.93 per hour

     ...teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. Assists, educates, and trains clients on conducting... 
    Hourly pay
    Work at office
    Shift work
    Weekend work
    Day shift

    Crains Cleveland

    Cleveland, OH
    4 days ago
  •  ...for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment...  ...interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level... 
    Work at office

    First National Bank of Pennsylvania

    Bedford, OH
    21 days ago
  • $41.25k - $68.75k

     ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a(n) Personal Banker within PNC's Retail Branch organization, you will be based in Berea, OH. PNC is an in-office company that fosters a... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Berea, OH
    2 hours ago
  • $23.75 - $29.03 per hour

     ...enabling the communities we support to grow and succeed. We believe it 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 a wide, ever-growing range of opportunities to discover what makes... 
    Temporary work
    Work at office
    Local area

    U.S. Bank

    North Royalton, OH
    11 hours ago
  • Job Description Job Description GENERAL JOB DESCRIPTION The Senior Financial Planner plays a crucial role on our Financial Planning team, working closely with advisors, clients, and integrated service partners (e.g., tax, estate, insurance, and investments) to produce...
    Work experience placement
    Work at office

    MAI WEALTH MANAGEMENT, INC.

    Independence, OH
    a month ago
  • $20.25 - $24.75 per hour

    ## Client Relationship Consultant 2/(Banker) - North Royalton OfficeApplylocations: North Royalton, OHtime type: Full timeposted on: Posted...  ...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... 
    Temporary work
    Work at office
    Local area

    U.S. Bank

    North Royalton, OH
    3 days ago
  •  ...committed to delivering on its vision to be America’s Retirement Company™ and its mission to make a secure financial future possible — one person, one family, one institution at a time. What you'll enjoy as a Voya employee A wide variety of career fields Professional... 
    Local area

    Voya Financial Advisors Inc

    Independence, OH
    4 days ago
  • A leading financial services company is seeking a Financial Professional in Independence, Ohio. The candidate will manage plan sponsor relationships, assist in retail wealth management, and conduct seminars on retirement and investment strategies. Ideal candidates are ...

    Voya Financial Advisors Inc

    Independence, OH
    4 days ago
  • $100k - $150k

    Financial Advisor – Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a Financial Advisor to join our expanding team and play a key role in providing...
    Summer work
    Work at office

    The Strategic Implementer

    Independence, OH
    5 hours ago
  • Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office managing over $11B+ of assets, operating across 20+ offices with more than 600 employees. We...
    Work at office
    Flexible hours

    Hantz Group

    Independence, OH
    3 days ago
  • Financial Professional Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Independence area to work plan sponsor relationships...

    Voya Financial Advisors Inc

    Independence, OH
    4 days ago

Do you want to receive more vacancies?

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