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

Personal Banker Associate I-Milpitas

$43.68k - $69.9k

Fifth 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.

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.

ESSENTIAL DUTIESAND 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-PG1

Personal Banker Associate I-Milpitas 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 – Milpitas, California 95035 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 Fifth Third

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Personal Banker Associate I-Milpitas in Hayward, CA vacancy
  •  ...Retail Personal Banker I Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next...  ...affiliate will be required for various classroom training sessions. Location -- Milpitas, California 95035 Fifth Third Bancorp
    Suggested
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Hayward, CA
    1 day ago
  • Fifth Third Bank in Milpitas, California is seeking a Personal Banker I after a 4-8 week onboarding and education program that includes rotations in operations and Sales & Service. The role uses a consultative sales process to identify financial needs and build long-term... 
    Suggested

    Fifth Third

    Hayward, CA
    1 day ago
  • $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... 
    Suggested
    Full time
    Work at office

    Fifth Third Bank, N.A.

    Hayward, CA
    2 days ago
  • $23 - $31 per hour

     ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline...  ...CA 95051 ~1202 E. Arques Ave. Sunnyvale, CA 94085 ~1 S. Milpitas Blvd. Milpitas, CA 95035 ~3920 Rivermark Plaza Santa Clara... 
    Suggested
    Hourly pay
    Work experience placement
    Flexible hours

    Wells Fargo

    Fremont, CA
    5 days ago
  • Citigroup Inc. in Castro Valley, CA is seeking an entry-level Personal Banker SAFE Act position to support sales, products and services with the customer service team and build loyalty among individual clients. You will work on small business referrals, cross-sell treasury... 
    Suggested
    Full time

    Citigroup Inc.

    Castro Valley, CA
    2 days ago
  • $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...  ...is built on relationships - with our clients, our associates, and our communities. We offer: A people-first culture... 
    Work at office
    Local area
    Flexible hours
    Night shift

    Fremont Bank

    Newark, CA
    5 days ago
  • $50k - $100k

     ...for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and... 
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO Financial Group

    San Lorenzo, CA
    2 days ago
  • $41.25k - $68.75k

     ...an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Branch organization, you will be based in...  ...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

    PNC

    Dublin, CA
    1 day ago
  •  ...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... 

    Citigroup Inc

    Danville, CA
    1 day ago
  •  ...Citi in San Ramon, CA is seeking an entry-level Personal Banker SAFE Act to support sales, service, and client relationship activities under supervision. You will handle small business loan referrals ( Requirements include basic banking knowledge, NMLS registration, and... 

    Citi

    San Ramon, CA
    11 hours ago
  •  ...Citi is looking for an entry level Universal Banker in Fremont, California. This role involves assisting in sales and service activities, fostering customer relations, and contributing to sales growth. Responsibilities include account opening, service delivery, and compliance... 

    Citi

    Fremont, CA
    5 days ago
  • $250k

     ...For additional information, please review .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... 
    Full time

    Citibank (Switzerland) AG

    Oakland, CA
    5 days ago
  •  ...PNC is seeking a Personal Banker in Dublin, OH to acquire and deepen customer relationships within the Retail Branch. The role emphasizes...  ...to grow wallet share and loyalty. The position requires an Associates or equivalent degree with typically 3+ years of experience,... 
    Work visa

    PNC

    Dublin, CA
    2 days ago
  • $29.5 per hour

     ...fit for you. Overview Are you ready to make a difference as a Personal Banker (Member Solutions Specialist) and elevate our members’...  ...Patelco Credit Union's policies and procedures. Assess risk associated with your business processes and identifying control deficiencies... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Flexible hours
    Afternoon shift

    Patelco Credit Union

    Dublin, CA
    11 hours ago
  • Citi is seeking an entry-level Personal Banker SAFE Act in Dublin, California. This role involves assisting in sales and service activities, aiming to build lasting relationships with customers and increase sales. You will handle small business credit requests, conduct... 

    Citi

    Dublin, CA
    1 day ago
  • 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... 
    Full time

    Citi

    Danville, CA
    2 days ago
  • $250k

     ...Personal Banker Safe Act, Fremont Warm Springs Branch Discover your future at Citi. Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you'll have the opportunity... 

    Citigroup

    Fremont, CA
    11 hours ago
  • Fifth Third Bank in Dublin, OH is seeking a Retail Personal Banker I candidate to join a 4-8 week onboarding program. The role focuses on using consultative sales to meet customer financial needs, acquire new households, and deepen relationships. You may engage in lobby... 

    Fifth Third

    Dublin, CA
    1 day ago
  • U.S. Bank is seeking a Senior Banker to build strong client relationships, advise on deposit and loan products, and guide customers through digital banking options. Role emphasizes proactive outreach, cross-selling, and delivering a high-touch experience at a U.S. Bank... 

    U.S. Bank

    San Leandro, CA
    4 days ago
  • Fifth Third Bank in Dublin, OH is seeking candidates for a Retail Personal Banker I through a 4-8 week onboarding program, including rotations in operations and Sales & Service. The role centers on using a consultative sales process to identify and meet financial needs... 

    Fifth Third Bank

    Dublin, CA
    11 hours ago
  • Fifth Third Bank in Alameda, California is seeking candidates for a Retail Personal Banker I through a 4-8 week onboarding program with rotations in operations and Sales & Service, culminating in a certification to perform duties within the Retail Personal Banker family... 

    Fifth Third

    Alameda, CA
    3 days ago
  • Citibank (Switzerland) AG in Fremont, California seeks an entry-level Personal Banker SAFE Act to support customer service and sales activities. The role focuses on building loyalty, cross-selling small business products, and growing referral opportunities while maintaining... 

    Citibank (Switzerland) AG

    Fremont, CA
    2 days ago
  • Fifth Third Bank is hiring for a Retail Personal Banker I position in California. The program starts with a 4-8 week onboarding and education period including rotations in operations and Sales & Service, culminating in a certification to perform as a Retail Personal Banker... 

    Fifth Third Bank

    Alameda, CA
    11 hours ago
  • 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... 

    Citigroup Inc.

    Fremont, CA
    1 day ago
  • Fifth Third Bank in Hayward, CA seeks a Retail Personal Banker I after a structured onboarding program with rotations in operations and Sales & Service. The program leads to a certification and a role focused on consultative sales to meet customers’ financial needs. The... 

    Fifth Third

    Fremont, CA
    4 days ago
  • $25.19 - $28.96 per hour

     ...40hrs), Non-Exempt Supervises Others: No Salary: $25.19 - $28.96 (commensurate with experience & qualifications) F & M Bank’s Personal Bankers are responsible for building relationships and providing expert financial advice and great service. They need to demonstrate motivation... 
    Hourly pay
    Full time
    Work experience placement
    Local area

    Fmbonline

    Danville, CA
    3 days ago
  • U.S. Bank is seeking a Relationship Banker to engage customers across in-person, appointment, and digital channels. You will assess financial needs, explain deposit and loan products, and guide clients through digital solutions while delivering an excellent client experience... 

    Us Bank

    San Leandro, CA
    2 days ago
  • Citi in Fremont, CA is seeking an entry-level Personal Banker to assist with sales, products, and services within the customer service team. You will help build loyalty, grow the book of business, and cross-sell treasury and related products. Responsibilities include handling... 

    Citi

    Fremont, CA
    1 day ago
  • 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... 

    Citigroup Inc

    San Ramon, CA
    1 day ago
  • $140k - $185k

     ...to learn more. Base pay range $140,000.00/yr - $185,000.00/yr Associate Veterinarian – Small Animal Practice A compassionate, full-service...  ...weeks ago Pleasanton, CA $135,000.00-$200,000.00 2 weeks ago Milpitas, CA $185,000.00-$212,000.00 2 weeks ago Union City, CA $95,600... 
    Full time

    Supreme Search Specialists Ltd

    Hayward, CA
    3 days ago

Do you want to receive more vacancies?

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