Personal Banker II - Costa Mesa
$44.3k - $73kFifth Third Bank
Personal Banker II - Costa Mesa The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers. Helping customers to understand and address their financial needs, the banker will provide solutions that span across the customer's lifecycle by utilizing our consultative sales and service process. 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 & Responsibilities Create a memorable customer experience by cultivating, maintaining, and enhancing relationships in a assigned book of business through proactive outreach efforts in person, over the phone, or other channels as appropriate. Use of a consultative approach with current or prospective customers to uncover and identify their needs while tailoring recommendations/solutions/advice. Maintain working knowledge of products, services, and processes offered. Work collaboratively with internal partners to ensure customer's needs are met and all problems are resolved. Analyze customer credit data and other related financial information to ensure customers are in the appropriate solutions that align with their needs. Provide customer support needed reinforcing the value of current and new technology. Follow the Bancorp Code of Business Conduct and Ethics and other related policies, modeling the ethical behavior expected from every employee within the Bancorp. Other duties as assigned. Minimum Knowledge, Skills And Abilities Required High School Diploma/GED and 1 year customer service experience, or college degree or equivalent military experience. Experience in a sales environment required; experience in financial industry a plus. Demonstrated ability to develop comfort level with both new household acquisitions and deepening customer relationships. Ability to professionally represent Fifth Third Bank in verbal and written communication. Capable of analyzing credit and financial information. Exhibits business acumen. Demonstrated ability 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. Extended viewing of computer screens. Periodic travel within the Bancorp footprint to attend meetings and/or training. Total Base Pay Range 44,300.00 - 73,000.00 USD Annual. Location: Costa Mesa, California 92626. 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. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. 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. 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 Bank
$44.3k - $73k
...career in banking at Fifth Third Bank. GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by... ...footprint to attend meetings and/or training Personal Banker II - Costa Mesa Total Base Pay Range 44,300.00 - 73,000.00 USD Annual At...SuggestedFull timeWork at office$44.3k - $73k
Personal Banker II - Overview The Personal Banker II provides an exceptional customer experience by building and maintaining long‑lasting relationships with existing and prospective customers. The banker uses a consultative sales and service process to understand and address...SuggestedWork at office- Fifth Third Bank is seeking a Personal Banker II in Costa Mesa, California to provide an exceptional customer experience. The role involves maintaining and building long-lasting relationships with customers while addressing their financial needs through a consultative...Suggested
$43.68k - $69.9k
Overview Selected candidates will become a Retail Personal Banker I after completing a 4‑8 week onboarding and education program that includes rotations in operations and Sales & Service. The role focuses on using a consultative sales process and the Financial Needs Assessment...SuggestedWork experience placementWork at officeFlexible hours$70k - $105k
BrioWealth is looking for a full-time Associate Financial Advisor in Costa Mesa, CA. This role involves maintaining and developing client relationships and supporting the financial planning process. The ideal candidate will have relevant securities licenses and experience...SuggestedFull time- ...Fifth Third Bank Retail Personal Banker I 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. Selected candidates are intended to become a Retail...Work experience placementWork at office
$19 - $23 per hour
...to work as a substitute for Relationship Banker Is during absences, including vacations and... ...goals are met. Provide quality personalized customer service, maintain frequent customer... ...Level I: $19.00 – $23.00 / hour Level II: $22.00 - $25.00 Pay determined based on...Full timeWork experience placementBank staffFlexible hoursShift work$45.38k - $75.63k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail organization, you will be based in Corona, CA. Bilingual Spanish preferred. PNC is an in‑office company that...Temporary workWork at officeShift work$23 - $27 per hour
...workplace where people genuinely enjoy coming to work and feel empowered to do meaningful, impactful work every day. The Floating Personal Banker works across multiple branches, moving as needed to cover vacations or leave. The position comes with a personalized schedule (...Hourly payWeekday work$43.68k - $69.9k
Fifth Third Bank is seeking a Personal Banker I in Newport Beach, California. The role involves creating exceptional customer experiences by building relationships, processing transactions, and providing tailored financial solutions. A high school diploma or GED along with...- PNC Financial Services Group, Inc. is seeking a Personal Banker based in Corona, CA. This role involves acquiring customers, managing their financial needs, and collaborating with partners to enhance customer loyalty. Candidates should possess a strong customer service...
$129k - $171k
...Senior Engineering Finance Associate Costa Mesa, California, United States Anduril Industries is a defense technology company with... ...Project manage across many stakeholders. If you don't like being the person leading meetings with large groups of people or managing large...Full timeWork experience placementImmediate startAfternoon shift$250k
Citigroup Inc. is seeking a Private Banker Func Group Manager in Costa Mesa, California. The role involves managing a team of professionals while serving UHNW clients through strategic financial advice and solutions. With over 15 years of experience required, candidates...- ...: Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network... ...setting clear expectations, and taking personal ownership to convert qualified... ...Huntington Beach CA 92648 301 E. 17th St, Costa Mesa CA 92627 10060 Slater Ave, Fountain Valley...Full timeTemporary workWork experience placementImmediate start
$25.99 - $47 per hour
Comerica Bank is seeking a Registered Client Service Associate in Costa Mesa, California. The role provides operational and sales support to Financial Consultants, focusing on client account management, and compliance with firm and regulatory requirements. Candidates must...Hourly payWork at officeRemote workFlexible hours- CerraCap Venture in Costa Mesa, California is seeking a finance specialist with 3 to 5 years of experience in Private Equity or Venture Capital. This role requires expertise in accounting and managing relationships with banks and the IRS. The ideal candidate will conduct...
- Pacific Life is seeking a Project Manager II to lead operational initiatives in Newport Beach, CA. This role demands effective communication and project management skills to support key delivery initiatives across the organization. The ideal candidate will have at least...
$41.71k - $69k
...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...Part timeLocal areaImmediate startDay shift$21.26 - $29 per hour
...About the Role: Relationship Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards... ...a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of...Weekend work- ...consistent with Credit Union standards; resolve member complaints quickly and accurately; responds to member inquiries on the phone and in person. Provides timely closing of loans through consistent follow-up of loan approvals. Directly responds to member’s inquiries...Work at office
$120k - $170k
...Senior Commercial Banker Or Commercial Banker II Come join a company you can be proud to represent. The hiring range for this opportunity is $120,000 to $170,000 annual salary along with incentive opportunities, creating a competitive total compensation package...- ...the lookout for individuals who share our passion for excellence and are ready to make a meaningful impact. Position Summary The Personal Banker’s primary responsibility is to provide personalized banking services for clients. Essential Job Functions and Responsibilities...Full timeLocal area
$24 - $32 per hour
...Mechanics Bank is currently searching for a Personal Banker to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site in. The ideal candidate is responsible for...Hourly pay16 hoursWork experience placementWork from homeFlexible hours$100 per hour
...and advisory engagement management. ~ Excellent English written communication. Bonuses (Not at All Necessary) ~ CFA (Level I/II/III), CA/CPA, ABV, or MBA in Finance. Perks of Freelancing with Turing Work on the cutting edge of AI and finance. Fully...Hourly payFreelanceRemote workFlexible hours$20 - $27.69 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com....Work experience placementWork at officeImmediate start$43.68k - $69.9k
...Personal Banker I 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. The Personal Banker I position will provide an exceptional customer experience...Work at office$25 - $27.88 per hour
Bank Of America Financial Center Representative At 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...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$25 - $27.88 per hour
...Hours Per Week 40 Pay Transparency details US - CA - Corona Del Mar - 3300 E Coast Hwy - CORONA DEL MAR BC (CA6153), US - CA - Costa Mesa - 548 W 19th St - COSTA MESA BC (CA6123), US - CA - Fountain Valley - 17430 Brookhurst St - FOUNTAIN VALLEY BC (CA6136), US - CA...Hourly payShift workWeekend workDay shift- Comerica Bank is seeking a Personal Banker I in Huntington Beach to foster customer relationships and address financial needs. This role will handle teller transactions and ensure customer satisfaction through proactive engagement. The banker will also work alongside team...
- Citibank (Switzerland) AG is seeking a Personal Banker for the Huntington Beach Branch. This entry-level position focuses on enhancing customer relationships to boost sales. Responsibilities include managing business credit requests and assisting in growing the small business...
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