Top 83 Personal banker Jobs in Orange County Ca

Personal Banker Associate I - Tustin/Costa Mesa/New Port Beach
Fifth Third Bank —Irvine, CA
- $43,680 - $69,900 a year
- Full-time
- Office
- Math
- Travel
Float Personal Banker I- Tustin
Fifth Third Bank —Irvine, CA
- $43,680 - $69,900 a year
- Full-time
- Office
- High school diploma or GED
- Math
6d
Personal Banker (Member Service Representative II)
SchoolsFirst FCU —Irvine, CA
- $24.56 - $35.62 an hour
- Full-time
- Research
- Mid-level
- Office
Personal Banker (Member Service Representative III)
SchoolsFirst FCU —Mission Viejo, CA
- $27.02 - $39.18 an hour
- Full-time
- Research
- Mid-level
- Office
Float Personal Banker I- Anaheim
Fifth Third Bank —Anaheim, CA
- $43,680 - $69,900 a year
- Full-time
- Office
- High school diploma or GED
- Math
Call Center Service Representative (Phone Banker)
Orange County's Federal Credit Union —Santa Ana, CA
- $20 - $27 an hour
- Full-time
- Microsoft Outlook
- Basic math
- Entry level
- Paid holidays
- Life insurance
Quick Apply
9d
Personal Banker Associate II (Anaheim-Katella)
Fifth Third Bank —Anaheim, CA
- $43,680 - $69,900 a year
- Full-time
- Military
- Mid-level
- Office
Senior Personal Banker
Northern Trust Corp. —Newport Beach, CA
- $64,170 - $102,810 a year
- Full-time
- Office
- 3 years
- Analysis skills
- Health insurance
- Dental insurance
8d
Private Banker
Sunflower Bank NA —Irvine, CA
- $132,500 - $205,000 a year
- Online Application
- Mid-level
- Office
- Finance
- Paid holidays
- Dental insurance
Quick Apply
Personal Banker I - Huntington Beach
Fifth Third Bank —Huntington Beach, CA
- $43,680 - $69,900 a year
- Full-time
- Military
- Office
- High school diploma or GED
Part- Time Universal Banker (20 Hours), Anaheim Hills Branch
Citi —Anaheim Hills, CA
- $22.84 - $29.80 an hour
- Part-time
- Office
- High school diploma or GED
- 1 year
- Paid holidays
- Disability insurance
Business Services Representative (Small Business Specialist)
First Citizens Bank —Rancho Santa Margarita, CA
- $74,885 - $90,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
Bank Sales & Service Representative (Universal Banker)
First Citizens Bank —Newport Beach, CA
- $20.51 - $27.75 an hour
- Full-time
- Office
- High school diploma or GED
- Communication skills
Financial Services Professional - Hybrid Remote (CA)
Bankers Life —Irvine, CA
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Relationship Banker - Anaheim
Orange County's Federal Credit Union —Anaheim, CA
- $22 - $26 an hour
- Full-time
- Mid-level
- Office
- 2 years
- Paid holidays
- Health insurance
Quick Apply
4d
Relationship Banker - South OC
Orange County's Federal Credit Union —Mission Viejo, CA
- $22 - $26 an hour
- Full-time
- Mid-level
- Office
- 2 years
- Paid holidays
- Health insurance
Quick Apply
4d
Personal Banker Associate II - Westcliff Newport Beach
Fifth Third Bank —Newport Beach, CA
- $43,680 - $69,900 a year
- Full-time
- Mid-level
- Office
- Math
1d
Float Personal Banker 1- East Long Beach
Fifth Third Bank —Long Beach, CA
- $43,680 - $69,900 a year
- Full-time
- Office
- High school diploma or GED
- Math
Relationship Banker - Irvine
Orange County's Federal Credit Union —Irvine, CA
- $22 - $26 an hour
- Full-time
- Mid-level
- Office
- 2 years
- Paid holidays
- Health insurance
Quick Apply
4d
Personal Banker Associate II - Huntington Beach
Fifth Third Bank —Huntington Beach, CA
- $43,680 - $69,900 a year
- Full-time
- Mid-level
- Office
- Math
8d

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personal banker jobs near orange county ca

Personal Banker Associate I - Tustin/Costa Mesa/New Port Beach

Fifth Third Bank -
Irvine, CA

Apply Now

Job Details

Full-time
$43,680 - $69,900 a year

Qualifications

Credit checks analysis
Customer communication
Financial sales
Math
New customer acquisition
Prospecting
Financial acumen

Full Job Description

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 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 - Tustin/Costa Mesa/New Port Beach

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: https://www.53.com/content/fifth-third/en/careers/benefits.html and by consulting with your talent acquisition partner.

LOCATION - Tustin, California 92782

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.

Apply Now

Refine Your Search

personal banker jobs in orange county ca

Personal Banker Associate I - Tustin/Costa Mesa/New Port Beach

Float Personal Banker I- Tustin

Personal Banker (Member Service Representative II)

Personal Banker (Member Service Representative III)

Float Personal Banker I- Anaheim

Call Center Service Representative (Phone Banker)

Personal Banker Associate II (Anaheim-Katella)

Senior Personal Banker

Private Banker

Personal Banker I - Huntington Beach

Part- Time Universal Banker (20 Hours), Anaheim Hills Branch

Business Services Representative (Small Business Specialist)

Bank Sales & Service Representative (Universal Banker)

Financial Services Professional - Hybrid Remote (CA)

Relationship Banker - Anaheim

Relationship Banker - South OC

Personal Banker Associate II - Westcliff Newport Beach

Float Personal Banker 1- East Long Beach

Relationship Banker - Irvine

Personal Banker Associate II - Huntington Beach

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