3 days ago

Personal Banker Associate II - Westcliff Newport Beach

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Become a Retail Personal Banker II by completing a 4–8 week onboarding and education program with rotations across Operations and Sales & Service, ending with a certification. Build customer profiles using the consultative sales process and Financial Needs Assessment, promote deposits, loans, and fee-based services, and drive cross-selling and relationship-building. Use CAMP and approved marketing tools to set appointments, collaborate with mortgage and business partners, and help meet production and customer experience goals.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Complete onboarding rotations in Operations and Sales & Service and complete the program certification.
•Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
•Maintain knowledge of retail consumer and small business products/services and recommend solutions using the bank’s value proposition.
•Proactively reach out using CAMP and approved marketing tools to set appointments for periodic financial reviews.
•Cross-sell and retain customers, conduct outside sales activities, and partner with business teams (Mortgage, Small Business, Commercial, Investment) for referrals.

Travel: Medium travel

Pay and Benefits

Salary: USD 43,680 - 69,900 annually

Key Requirements

•College degree or work experience providing transferrable skills, or a combination of education and experience.
•Experience in the financial industry (preferred).
•Comfort with sales activities to acquire new consumer household and small business customers and cross-sell to established customers.
•Understanding of advanced math functions to analyze credit and financial information.
•S.A.F.E. Act registration required at the time of employment through NMLS.

Experience:Financial services

Skills:Consultative salesRelationship buildingCustomer serviceRisk awarenessProfessional communication

Certifications:S.A.F.E. Act registration

Tech Stack:CAMPNMLSMU4RFinancial Needs AssessmentFinancial Center P&L

Company Brief

Fifth Third Bancorp

Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Cincinnati, United States

Founded: 1858

Glassdoor: 3.7

Website LinkedIn Glassdoor

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Fifth Third Bancorp

3 days ago

Personal Banker Associate II - Westcliff Newport Beach

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Complete onboarding rotations in Operations and Sales & Service and complete the program certification.
•Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs.
•Maintain knowledge of retail consumer and small business products/services and recommend solutions using the bank’s value proposition.
•Proactively reach out using CAMP and approved marketing tools to set appointments for periodic financial reviews.
•Cross-sell and retain customers, conduct outside sales activities, and partner with business teams (Mortgage, Small Business, Commercial, Investment) for referrals.

Travel: Medium travel

Pay and Benefits

Salary: USD 43,680 - 69,900 annually

Key Requirements

•College degree or work experience providing transferrable skills, or a combination of education and experience.
•Experience in the financial industry (preferred).
•Comfort with sales activities to acquire new consumer household and small business customers and cross-sell to established customers.
•Understanding of advanced math functions to analyze credit and financial information.
•S.A.F.E. Act registration required at the time of employment through NMLS.

Experience:Financial services

Skills:Consultative salesRelationship buildingCustomer serviceRisk awarenessProfessional communication

Certifications:S.A.F.E. Act registration

Tech Stack:CAMPNMLSMU4RFinancial Needs AssessmentFinancial Center P&L

Company Brief

Fifth Third Bancorp

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Cincinnati, United States

Founded: 1858

Glassdoor: 3.7

Website LinkedIn Glassdoor