Personal Banker

2 days ago

Lake Worth, United States Fifth Third Bank Full time

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 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.

Float Personal Banker Associate I - Southeast Region

LOCATION -- Lake Worth, Florida 33467

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.

  • Financial Banker

    3 weeks ago

    Fort Worth, Texas, United States EECU Full time

    Job DescriptionWe are seeking a highly skilled Financial In-Store Banker to join our team at EECU. As a Financial In-Store Banker, you will work closely with members to understand their financial needs and provide personalized solutions to fit their goals.This role is ideal for individuals with excellent communication and interpersonal skills, who are able...

  • Mortgage Banker

    1 week ago

    Fort Worth, United States BOK Financial Full time

    Req ID: 75742 Location: Fort Worth -FTWT Areas of Interest: Mortgage Banking Pay Transparency Salary Range: Not Available Application Deadline: 11/29/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc....

  • Mortgage Banker

    2 weeks ago

    Fort Worth, United States BOK Financial Full time

    Req ID: 75742 Location: Fort Worth -FTWT Areas of Interest: Mortgage Banking Pay Transparency Salary Range: Not Available Application Deadline: 11/29/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management,...

  • Bilingual Spanish Call Center Banker

    3 months ago

    Fort Worth, United States Macpower Digital Assets Edge Full time

    Desired skills: Experience in financial services Experience in sales, cross-selling, up-selling or referring products Experience working in an inbound or outbound contact center (phone, chat and or video) Experience working as a Personal Banker managing high client volume Must be fluent in Spanish (Speak, read and wrote). Experience in sales,...

  • Roving Personal Banker Salt Lake East

    21 hours ago

    Salt Lake City, United States WELLS FARGO BANK Full time

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs...

  • Personal Banker

    2 months ago

    Lake Forest, California, United States Citigroup Inc Full time

    Job SummaryThe Personal Banker SAFE Act is an entry-level position responsible for assisting 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 relationships with customers to build loyalty and help increase sales to individual consumer clients.Key...

  • Banker

    5 months ago

    Moses Lake, United States Banner Bank Full time

    More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the...

  • Financial Services Representative

    4 weeks ago

    Lake Worth, Florida, United States Fifth Third Bank Full time

    Job Title: Personal BankerAbout the Role:Fifth Third Bank is seeking a highly motivated and customer-focused Personal Banker to join our team. As a Personal Banker, you will be responsible for building and maintaining relationships with our customers, providing personalized financial solutions, and driving revenue growth.Key Responsibilities:Use a...

  • Associate Banker

    4 weeks ago

    Round Lake, Illinois, United States BMO Financial Group Full time

    About the RoleWe are seeking a highly motivated and customer-focused Associate Banker to join our team at BMO Financial Group. As a key member of our branch team, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their...

  • Market Relationship Banker

    3 weeks ago

    Prior Lake, Minnesota, United States Old National Bank Full time

    Job DescriptionOld National Bank is seeking a skilled Market Relationship Banker to join our team. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.Key Responsibilities:Develop and cultivate long-term...

  • Associate Banker

    4 weeks ago

    Round Lake Beach, Illinois, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled and motivated Associate Banker to join our team at BMO Financial Group. As a key member of our branch team, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesProvide personalized banking solutions to clients, including financial...

  • Part-time Universal Banker

    3 weeks ago

    Lake Grove, New York, United States Citigroup Inc Full time

    The Universal Banker is a key role within Citigroup Inc, responsible for delivering exceptional customer service and sales expertise to internal and external clients. This position requires strong communication and interpersonal skills, as well as the ability to work effectively in a team environment.Key Responsibilities:Provide exceptional customer service...

  • Personal Banker

    2 months ago

    Lake Mary, United States Innova Solutions Full time

    Innova Solutions is immediately hiring for a Customer Service Representative Position type: Fulltime/ContractLocation : Lake Mary FL 32746(Hybrid Role)Duration : 12 Months (Temp to Perm)

  • Universal Banker

    1 week ago

    Moses Lake, United States Washington Trust Bank Full time

    DescriptionLocation: Moses Lake Branch - 402 S Ash Street, Moses Lake, WA 98837Schedule: Monday - Thursday, 8:00am - 5:15pm and Fridays 8:00am - 6:15pm. Schedule may vary, must be flexible. Regular, reliable attendance required.‘The culture here at WTB really is like no other company. I‘m lucky to be able to be a part of such a family oriented...

  • Universal Banker

    4 weeks ago

    Moses Lake, United States Washington Trust Bank Full time

    DescriptionLocation: Moses Lake Branch - 402 S Ash Street, Moses Lake, WA 98837Do you have the right skills and experience for this role Read on to find out, and make your application.Schedule: Monday - Thursday, 8:00am - 5:15pm and Fridays 8:00am - 6:15pm. Schedule may vary, must be flexible. Regular, reliable attendance required."The culture here at WTB...

  • Call Center Loan Consultant

    2 weeks ago

    Fort Worth, United States EECU Full time

    Are you an enthusiastic sales professional with a strong understanding of financial products and a passion for helping customers achieve their goals? Join our dynamic team as a Call Center Loan Consultant (Banker) and take your career to the next level by playing a key role in con necting customers with tailored loan solutions.The Call Center Loan Consultant...

  • Call Center Loan Consultant

    7 days ago

    Fort Worth, United States EECU Full time

    Are you an enthusiastic sales professional with a strong understanding of financial products and a passion for helping customers achieve their goals? Join our dynamic team as a Call Center Loan Consultant (Banker) and take your career to the next level by playing a key role in con necting customers with tailored loan solutions.Check below to see if you have...

  • Universal Banker

    2 weeks ago

    Salt Lake Valley, United States UFirst Credit Union Full time

    Description:Hours: 9:00 am – 6:00 pm, Monday – Friday, w/some Saturdays 9:00 am - 2:00 pm.Pay: $17.75/hr. or possibly higher depending on experience.Your Purpose will be:Every employee is responsible for fulfilling our Mission Statement: To improve the financial well-being of our members, while providing world-class service.The person in this position of...

  • Universal Banker

    2 months ago

    Salt Lake City, United States UFirst Credit Union Full time $18

    Description:Before applying for this role, please read the following information about this opportunity found below.Hours: 9:00 am – 6:00 pm, Monday – Friday, w/some Saturdays 9:00 am - 2:00 pm.Pay: $17.75/hr. or possibly higher depending on experience.Your Purpose will be:Every employee is responsible for fulfilling our Mission Statement: To improve the...

  • Universal Banker

    2 months ago

    Houghton Lake, MI, United States Horizon Bank Full time

    At Horizon Bank, we're not just about banking; we're about empowering dreams and transforming lives when we Go Beyond! Our passion lies in creating meaningful connections with our clients and providing financial solutions that pave the way to success. We're a dynamic team, dedicated to redefining the banking experience by going beyond and making a real...