Personal Banker Associate I
$43.68k - $69.9kFifth Third Bancorp
Retail Personal Banker IMake 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 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.Personal Banker Associate I Total Base Pay Range 43,680.00 - 69,900.00 USD AnnualAt 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
$43.68k - $69.9k
...Function Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program... ...for various classroom training sessions. Personal Banker Associate I Total Base Pay Range 43,680.00 - 69,900.00 USD Annual At Fifth...SuggestedWork experience placementWork at office- ...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. General Function: Selected candidates are intended to become a Retail...SuggestedWork experience placementWork at office
- ...Personal BankerWant to help strengthen your community's financial health? Looking for an employer that will inspire you and support your... ...finance? Your search is over... WaFd Bank is hiring a Personal Banker.WaFd Bank has been a financial leader for over a century, and...SuggestedWork at office
$20 - $24 per hour
...promoting cross-selling opportunities and delivering exceptional customer service. Key Responsibilities Open and maintain new personal and business accounts according to bank policies and procedures Identify customer financial needs and recommend appropriate...SuggestedHourly payImmediate startMonday to Friday$20 - $24 per hour
...promoting cross-selling opportunities and delivering exceptional customer service. Key Responsibilities Open and maintain new personal and business accounts according to bank policies and procedures Identify customer financial needs and recommend appropriate...SuggestedHourly payImmediate startMonday to Friday- ...Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly...
$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 role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled...Hourly payWork experience placementFlexible hours$250k
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 is to foster relations with customers to build...Full timeMonday to Friday- Fifth Third Bank in Los Gatos, California is seeking a Personal Banker I to begin a structured 4-8 week onboarding and rotation program, evolving into a Retail Personal Banker I. The role emphasizes consultative sales to meet customer needs, cross-selling, and building...Traineeship
- Fifth Third Bank in San Jose is seeking a Personal Banker I to deliver excellent customer service, manage cash, and help customers with account ownership and product referrals. You will support daily operations and maintain confidentiality while representing the bank with...
- WaFd Bank is hiring a Personal Banker in San Jose, CA, focused on strengthening community financial health. The ideal candidate will assist clients with personal and business banking solutions, fostering strong relationships to aid in their financial goals. Candidates should...
$43.68k - $69.9k
...Travel required. Location - San Jose, California 95123 Title: Personal Banker I - San Jose Total Base Pay Range: 43,680.00 - 69,900.00... ...succeed in your role and life. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote...Work at office$61.28k - $85.52k
Citigroup Inc. is seeking an entry level Personal Banker in San Jose, California. This position focuses on assisting with sales and service activities to build customer loyalty and increase sales to individual consumer clients. The ideal candidate will have relevant experience...Full time- Fifth Third Bank in Cupertino, California is seeking a Personal Banker I as part of a 4-8 week onboarding program that includes rotations in operations and Sales & Service. This Financial Center role focuses on consultative selling to meet customers' financial needs and...
- Fifth Third Bank in Milpitas, California is launching a Retail Personal Banker I program designed to train associates through a 4-8 week onboarding with rotations in operations and Sales & Service. Selected candidates will complete a certification to qualify for the Retail...
- Citi is seeking an entry-level Personal Banker SAFE Act in San Jose, California. This role focuses on assisting sales activities and building customer relationships to foster loyalty and increase sales. Candidates should have 0-2 years of experience, preferably in banking...Full time
- ...Relationship Banker San Jose, California;San Jose, California; San Jose, California; San Jose, California; San Jose, California;... ...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
$50.1k - $82.8k
...requirements 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...Part timeLocal areaImmediate startDay shift- ...plus 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 and Client...Work at officeShift workWeekend workDay shift
- ...Relationship Banker Milpitas, California To proceed with your application, you must be at least 18 years of age. Acknowledge... ...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
- ...expertise in all aspects of providing exemplary client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients to ensure inquiries/issues are resolved and analyzes client needs for cross-sell...
- ...Relationship BankerThe Relationship Banker assists members with a full range of financial products and services in a retail branch setting... ...servicing and maintenance, and processes loan applications in person or through Virtual Branch, identifying opportunities to deepen...Work at officeLocal areaRemote workNight shiftWeekend workAfternoon shiftEarly shift
$50.1k - $82.8k
...requirements 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...Contract workPart timeLocal areaImmediate startDay shift- ...plus 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 and Client...Work at officeShift workWeekend workDay shift
- Cathay Bank in Cupertino is seeking a Relationship Banking Officer to manage a retail customer portfolio and drive business development. You will open accounts, cross-sell products, and refer customers to other bank areas while delivering exceptional service. The role ...Weekend work
- ...Bank of America in San Jose seeks a client engagement associate to assist clients with transactions and enhance their financial experiences. The role requires building relationships with clients and processing cash transactions accurately. Candidates should possess a strong...
- ...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...Local area
$47.84k - $74.75k
...contribute to the company's success. As a Branch Banker within PNC's retail organization, you... ...effectively managing all of the risks associated with their business objectives and... ...equal employment opportunity to qualified persons regardless of race, color, sex, religion...Full timeTemporary workPart timeWork at office- City National Bank is seeking a Relationship Banker to contribute to branch sales while delivering best-in-class customer service. You... ...new relationships through referrals and local networking to help achieve branch and personal goals. #J-18808-Ljbffr City National BankLocal area
- The Hispanic Alliance for Career Enhancement is seeking a Relationship Banker in Los Gatos, California, dedicated to nurturing community relationships and supporting clients through tailored financial solutions. The candidate should have a strong background in customer...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker Associate I. Be the first to apply!
- personal banker San Jose, CA
- private banker San Jose, CA
- senior associate architect San Jose, CA
- IT associate San Jose, CA
- cleaning associate San Jose, CA
- venture associate San Jose, CA
- associate general counsel San Jose, CA
- equipment associate San Jose, CA
- recruiting associate San Jose, CA
- law associate San Jose, CA

