2012-02-07 10:17:53
GENERAL FUNCTION: A sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to existing and prospective customers while providing specialized customer care. Utilize and promote the Retail Sales and Service process, using the prescribed tools and interacting with the Customer/Financial Service Representatives for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: * Sales/Goals Function: o Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management. o Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs, making recommendations for those applications passed to the appropriate loan officer and maintaining relationship as appropriate. o Oversee the complete consumer loan process following approved guidelines. o Consistently meet or exceed brokerage sales/referral goals as set by management; and achieve goal in annualized revenue to retain (i) designation. o Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. o Promote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company. o Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the line and platform, telemarketing, and attending various seminars and community events. o Maintain the sales environment, and actively participate in regular sales and office staff meetings, the execution of sales contests, monthly Blitzes and other motivational activities. o Actively participate in the telemarketing process within the financial center, utilizing the marketing resources and other various tools. o Establish close relationships with assigned business partners, such as Mortgage, Business Banking Officers and Brokerage Representatives to ensure that established goals for each business line is met. o Provide guidance to the Customer/Financial Service Representatives in the referral/sales process. * Customer Service: o Provide a customer experience that is consistent across all customer touch points, is among the leaders in the financial services industry in terms of customer satisfaction, loyalty, and retention and provides a differentiated experience from other providers in the market place. o Promote excellent customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times, providing professional resolution of problems/issues. o Establish a relationship with the customer base of the financial center through knowledge of account ownership, greeting customers by name, and exhibiting an attitude of caring. * Bank Operations: o Open and maintain full range of retail accounts and services. o Keep up to date on the security controls in place to protect the office against criminal and fraudulent activities and unnecessary risk and exposure. o May need to handle opening and/or closing procedures as a member of the platform staff. SUPERVISORY RESPONSIBILITIES: None. ... Read more »
Retail Licensed Personal Banker (i)
2012-02-07 10:17:53
GENERAL FUNCTION: A sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to existing and prospective customers while providing specialized customer care. Utilize and promote the Retail Sales and Service process, using the prescribed tools and interacting with the Customer/Financial Service Representatives for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: * Sales/Goals Function o Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management. o Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs, making recommendations for those applications passed to the appropriate loan officer and maintaining relationship as appropriate. o Oversee the complete consumer loan process following approved guidelines. o Consistently meet or exceed brokerage sales/referral goals as set by management; and achieve goal in annualized revenue to retain (i) designation. o Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. o Promote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company. o Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the line and platform, telemarketing, and attending various seminars and community events. o Maintain the sales environment, and actively participate in regular sales and office staff meetings, the execution of sales contests, monthly Blitzes and other motivational activities. o Actively participate in the telemarketing process within the financial center, utilizing the marketing resources and other various tools. o Establish close relationships with assigned business partners, such as Mortgage, Business Banking Officers and Brokerage Representatives to ensure that established goals for each business line is met. o Provide guidance to the Customer/Financial Service Representatives in the referral/sales process. * Customer Service o Provide a customer experience that is consistent across all customer touch points, is among the leaders in the financial services industry in terms of customer satisfaction, loyalty, and retention and provides a differentiated experience from other providers in the market place. o Promote excellent customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times, providing professional resolution of problems/issues. o Establish a relationship with the customer base of the financial center through knowledge of account ownership, greeting customers by name, and exhibiting an attitude of caring. * Bank Operations o Open and maintain full range of retail accounts and services. o Keep up to date on the security controls in place to protect the office against criminal and fraudulent activities and unnecessary risk and exposure. o May need to handle opening and/or closing procedures as a member of the platform staff. SUPERVISORY RESPONSIBILITIES: None ... Read more »
Financial Service Representative
2012-02-07 10:17:53
GENERAL FUNCTION: Provide excellent customer care to customers regarding daily transactions, addressing inquiries, and problem resolution, in accordance with Fifth Third Bank policies. Initiate the sales process through daily customer contact, assisting with the maintenance of the sales environment of the banking center. ESSENTIAL DUTIES & RESPONSIBILITIES: Customer Service A. Promote good customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times. B. Have a developed rapport with the customer base, greet by/use name, have knowledge of account ownership, be responsive and timely with correspondence and problem resolution, and display a caring attitude. C. Act with confidence by answering or finding the answers to customer questions and finding solutions to customer issues. D. Maintain a position of trust and responsibility by keeping all customer business confidential. E. Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. Bank Operations/Transactions A. Perform daily office responsibilities, working with the Customer Services Manager, to maintain the efficient operation of the office. B. Maintain a personal balancing record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for more difficult errors. C. Maintain knowledge of the bank policies and banking center procedures, and take responsibility to keep up to date on any changes. D. Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to management. E. Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures. Referral/Sales A. Consistently meet or exceed sales and referral goals as set by financial center management. B. Continuously increase knowledge and skills through self-motivation, formal education, seminars and in-house training. C. Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. D. Initiate sales and cross-sell a full range of banking services to present and potential customers, and refer business as appropriate to partners for the selling and cross-selling of more specialized bank products and services to customers, so that personal and Bank goals are consistently met and/or exceeded. E. Initiate and maintain customer contact through a variety of methods, including but not limited to telemarketing, establishing business contacts and attending community events. F. Actively participate in sales contests. G. Act as support to the sales team, providing sales assistance as needed. SUPERVISORY RESPONSIBILITIES: N/A ... Read more »
2012-02-07 10:17:53
Inside Sales Representative Our client, a well-respected payroll company is seeking an inside sales representative to develop new accounts and manage existing corporate accounts. PRIMARY RESPONSIBILITIES Initiate high volume of outbound calls to develop new business. Accurately explain features and benefits of multiple product lines. Consistently and accurately document daily activities. Other duties as assigned. KNOWLEDGE AND SKILL REQUIREMENTS Demonstrated, quantifiable sales success from previous sales positions. Exceptional negotiation skills. Strong written and verbal communication skills Computer literate with the ability to learn customer service software applications. Recent college grad with 1 to 5 years of inside sales experience. Bachelors Degree COMPENSATION Base salary plus commission. Exceptional, long term earning potential. We are an equal employment opportunity employer. ... Read more »
Quality Control Specialist (FT, 1st shift Chicago)
2012-02-07 10:17:53
GENERAL FUNCTION: Performs a variety of detail oriented, repetitive tasks and audits other areas and the employee's work. Works under minimal supervision. ESSENTIAL DUTIES & RESPONSIBILITIES: * Investigate quality concerns using ImageRPS database (Wausau). * Independently research and resolve problems for the daily accounts using ImageRPS database. * Archive payments and track workflow through payment services. * Complete daily cash consolidation in congestion with WLB, prepare Brinks deposit, and create debit tickets to offset credits. * Research routine and non-routine problems ensuring a satisfactory resolution. * Coordinate and complete mail studies for clients to ensure timely processing of payments. * Responsible for tracking of RLB errors. Collect reports from Iron Mountain document search and Lockbox customer service. Report on employee performance. * Recommend improvements to help minimize future problems. * Perform routine quality checks of work completed. * Meet and maintain production and quality standards as set by the department. * Review, sort, and audit materials as needed. * Complete all assigned paperwork. * Communicate issues, as needed, to management team. * Create reports or spreadsheets using Microsoft applications. * Assist in training. * Perform any other duties as assigned. SUPERVISORY RESPONSIBILITIES: None ... Read more »
Payment Processor II (FT, 1st, Chicago)
2012-02-07 10:17:53
GENERAL FUNCTION: A payment processor prepares transactions for deposit by performing a variety of routine duties in a production environment by following well-defined and established processing procedures. Requires the utilization of a computer-based software unique to the area. DUTIES & RESPONSIBILITIES: * Manually extract payments from envelopes, separating and sorting checks and invoices in order to prepare deposit in accordance with client specifications and required workflow. * Accurately input payment amounts read from the legal line of the checks into unique software application using a PC. * Read and follow specific instructions, which are unique for each account, to accurately prepare deposit. * Collect and prepare check copies for re-association where applicable. * Physically re-associate check copies with invoices and envelops by matching and stapling the check copy, invoice, and envelope together in accordance to customer requirements. * Sort completed batches in outgoing mail area to be returned to the client. * Meet or exceed department productivity standard of 85 items per hour while completing all of the duties listed above. * Maintain a quality standard of 99.9863% (1 error in every 7,300 items processed) while completing all of the duties listed above. * Ability to process all lockbox accounts regardless of complexity. * Serves as a training resource for entry level processors. * Has the knowledge and understanding of all areas of lockbox. * Takes responsibility to ensure all customer deadlines and SLA's are met. * Viewed as an exceptional team player. * Perform all work in accordance with established processing procedures. * Perform general housekeeping in and around work environment. * Perform other duties as assigned. SUPERVISORY RESPONSIBILITIES: None. ... Read more »
2012-02-07 10:17:53
GENERAL FUNCTION: Provide excellent customer care to customers regarding daily transactions, addressing inquiries, and problem resolution, in accordance with Fifth Third Bank policies. Refer customers to the appropriate business partner for products and services uncovered during business interactions and/or conversations. Function in a capacity that performs the most complex duties of a CSR, exercising considerable independent judgment. ESSENTIAL DUTIES & RESPONSIBILITIES: * Customer Service: o Promote good customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times. o Have a developed rapport with the customer base, greet by/use name, have knowledge of account ownership, be responsive and timely with correspondence and problem resolution, and display a caring attitude. o Act with confidence by answering or finding the answers to customer questions and finding solutions to customer issues. o Maintain a position of trust and responsibility by keeping all customer business confidential. o Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. * Bank Operations/Transactions: o Perform daily office responsibilities, working with the PB, FSR, or FCM, to maintain the efficient operation of the office. Where appropriate/necessary, daily responsibilities may include the following; * Individual Authorities: - Open and close duties. * Security Role: - Cash withdrawal and check signing approvals. - Approval of ace transactions. - Night deposits. - Statement of condition (SOC). - Dual Key Process. o Maintain personally a balancing record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for more difficult errors. o Maintain knowledge of the bank policies and financial center procedures, and take responsibility to keep up to date on any changes. o Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Customer Services Manager, or other management as necessary. o Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures. o Perform in the role of training and development personnel for new CSRÆs and /or existing CSRÆs as needed; help to identify any other CSRÆs who are capable of training new staff members. o As Lead, monitor the operation behind the CSR line; delegate work and take issues to Customer Services Manager as needed. o As Lead, act as office resource personnel for CSR activity, answering questions and finding solutions to customer issues and financial center procedures; assist management in keeping CSRÆs up-to-date as requested. * Referrals: o Consistently meet or exceed sales referrals as set by management. o Continuously increase knowledge and skills through self-motivation, formal education, seminars and in-house training. o Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. o Initiate conversations to uncover customer needs and be capable of effectively referring customers to business partners for the selling and cross-selling bank products and services to customers, so that personal and Bank goals are consistently met and/or exceeded. SUPERVISORY RESPONSIBILITIES: None. ... Read more »
Retail Licensed Personal Banker (i)
2012-02-07 10:17:53
GENERAL FUNCTION: A sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to existing and prospective customers while providing specialized customer care. Utilize and promote the Retail Sales and Service process, using the prescribed tools and interacting with the Customer/Financial Service Representatives for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: * Sales/Goals Function Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management. o Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs, making recommendations for those applications passed to the appropriate loan officer and maintaining relationship as appropriate. o Oversee the complete consumer loan process following approved guidelines. o Consistently meet or exceed brokerage sales/referral goals as set by management; and achieve goal in annualized revenue to retain (i) designation. o Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. o Promote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company. o Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the line and platform, telemarketing, and attending various seminars and community events. o Maintain the sales environment, and actively participate in regular sales and office staff meetings, the execution of sales contests, monthly Blitzes and other motivational activities. o Actively participate in the telemarketing process within the financial center, utilizing the marketing resources and other various tools. o Establish close relationships with assigned business partners, such as Mortgage, Business Banking Officers and Brokerage Representatives to ensure that established goals for each business line is met. o Provide guidance to the Customer/Financial Service Representatives in the referral/sales process. * Customer Service Provide a customer experience that is consistent across all customer touch points, is among the leaders in the financial services industry in terms of customer satisfaction, loyalty, and retention and provides a differentiated experience from other providers in the market place. o Promote excellent customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times, providing professional resolution of problems/issues. o Establish a relationship with the customer base of the financial center through knowledge of account ownership, greeting customers by name, and exhibiting an attitude of caring. * Bank Operations Open and maintain full range of retail accounts and services. o Keep up to date on the security controls in place to protect the office against criminal and fraudulent activities and unnecessary risk and exposure. o May need to handle opening and/or closing procedures as a member of the platform staff. SUPERVISORY RESPONSIBILITIES: None ... Read more »
Financial Service Representative
2012-02-07 10:17:53
GENERAL FUNCTION: Provide excellent customer care to customers regarding daily transactions, addressing inquiries, and problem resolution, in accordance with Fifth Third Bank policies. Initiate the sales process through daily customer contact, assisting with the maintenance of the sales environment of the banking center. ESSENTIAL DUTIES & RESPONSIBILITIES: Customer Service A. Promote good customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times. B. Have a developed rapport with the customer base, greet by/use name, have knowledge of account ownership, be responsive and timely with correspondence and problem resolution, and display a caring attitude. C. Act with confidence by answering or finding the answers to customer questions and finding solutions to customer issues. D. Maintain a position of trust and responsibility by keeping all customer business confidential. E. Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. Bank Operations/Transactions A. Perform daily office responsibilities, working with the Customer Services Manager, to maintain the efficient operation of the office. B. Maintain a personal balancing record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for more difficult errors. C. Maintain knowledge of the bank policies and banking center procedures, and take responsibility to keep up to date on any changes. D. Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to management. E. Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures. Referral/Sales A. Consistently meet or exceed sales and referral goals as set by financial center management. B. Continuously increase knowledge and skills through self-motivation, formal education, seminars and in-house training. C. Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. D. Initiate sales and cross-sell a full range of banking services to present and potential customers, and refer business as appropriate to partners for the selling and cross-selling of more specialized bank products and services to customers, so that personal and Bank goals are consistently met and/or exceeded. E. Initiate and maintain customer contact through a variety of methods, including but not limited to telemarketing, establishing business contacts and attending community events. F. Actively participate in sales contests. G. Act as support to the sales team, providing sales assistance as needed. SUPERVISORY RESPONSIBILITIES: N/A ... Read more »
2012-02-07 10:17:53
This position reports to Ogden financial center at 640 Pasquinelli Drive; Westmont, IL 60559 GENERAL FUNCTION: Responsible and accountable for directing and administering a financial center with generally less than $30 million in core deposits and generating less than $700,000 in net profit. Ensure that the financial center provides the public with banking services, credit decisions, and service for consumer and commercial loans. Promote growth through the development of deposits, assets, fee-based services and the development and retention of new and existing customers. Provide the public with a team of employee's who are able to service all customer needs either directly or indirectly in a polite, friendly, capable and professional manner. ESSENTIAL DUTIES & RESPONSIBILITIES: Sales/Goals Function: Lead the Sales function for the financial center, setting the example and tone for a strong sales environment. Consistently meet and exceed profit, deposit, and loan sales goals as defined by the Regional Manager, actively soliciting the various retail and Bancorp products. Oversee the complete consumer loan process. Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs, making recommendations for those applications passed to the appropriate loan officer and maintaining relationship as appropriate. Promote company products and services in the community by making regular outside calls, to assist in the continuing growth of the office and company. Provide leadership necessary to ensure that the call lists are actively worked, as well as any other means for obtaining new business and retaining current business is completed. Develop and maintain close relationships with assigned business partners, such as Mortgage Loan Officers, Business Banking Officers and Brokerage Representatives, to ensure that established goals for each business line are met. Manager/HR Function: Set priorities, direct and delegate sales responsibilities to the Relationship Manager(s), and ensure follow through on the completion/implementation of the designated sales activities. Set priorities, direct and delegate operational responsibilities to the Customer Services Manager, and ensure follow through on the completion/implementation of the designated operational/risk activities. Hold team responsible for the ability to interchange duties as necessary. Hold overall responsibility for maintenance of the proper staffing levels according to the staffing model, with the day-to-day maintenance being held with the Customer Services Manager. SUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive feedback; developing employees to their full potential and providing challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. ... Read more »
2012-02-07 10:17:53
This position will report to the Oak Brook financial center located at 1603 W. 16TH STREET, 60523 GENERAL FUNCTION: Responsible and accountable for directing and administering a financial center with generally less than $30 million in core deposits and generating less than $700,000 in net profit. Ensure that the financial center provides the public with banking services, credit decisions, and service for consumer and commercial loans. Promote growth through the development of deposits, assets, fee-based services and the development and retention of new and existing customers. Provide the public with a team of employee's who are able to service all customer needs either directly or indirectly in a polite, friendly, capable and professional manner. ESSENTIAL DUTIES & RESPONSIBILITIES: Sales/Goals Function Lead the Sales function for the financial center, setting the example and tone for a strong sales environment. Consistently meet and exceed profit, deposit, and loan sales goals as defined by the Regional Manager, actively soliciting the various retail and Bancorp products. Oversee the complete consumer loan process. Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs, making recommendations for those applications passed to the appropriate loan officer and maintaining relationship as appropriate. Promote company products and services in the community by making regular outside calls, to assist in the continuing growth of the office and company. Provide leadership necessary to ensure that the call lists are actively worked, as well as any other means for obtaining new business and retaining current business is completed. Develop and maintain close relationships with assigned business partners, such as Mortgage Loan Officers, Business Banking Officers and Brokerage Representatives, to ensure that established goals for each business line are met. Manager/HR Function Set priorities, direct and delegate sales responsibilities to the Personal Banker(s), and ensure follow through on the completion/implementation of the designated sales activities. Set priorities, direct and delegate operational responsibilities to the Lead Customer Service Representative, and ensure follow through on the completion/implementation of the designated operational/risk activities. Hold team responsible for the ability to interchange duties as necessary. Hold overall responsibility for maintenance of the proper staffing levels according to the staffing model, with the day-to-day maintenance being held with the Lead Customer Service Representative. SUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive feedback; developing employees to their full potential and providing challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession p ... Read more »
Retail Personal Banker - Market Mix
2012-02-07 10:17:53
This position is located at our Auburn/Highland Financial Ctr at 8140 SOUTH ASHLAND AVENUE; CHICAGO, IL 60620 GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to existing and prospective customers while providing specialized customer care. Utilize and promote the Branded Sales and Service process, using the prescribed tools and interacting with the Customer/Financial Service Representatives for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: Sales/Goals Function: · Maintain an awareness of the various market segments (Acquisition and Cross Sell) and develop an understanding of how Fifth Third solutions support each market. · Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management utilizing sales skills appropriate for the Financial Center market segment. (i.e., cold calling versus calling campaigns to an already established customer base). · Oversee the complete consumer loan process following approved guidelines. · Consistently meet or exceed brokerage referral goals as set by management. · Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. · Promote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company. · Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the line and platform, telemarketing, and attending various seminars and community events. · Maintain the sales environment, and actively participate in regular sales and office staff meetings, the execution of sales contests, monthly Blitzes and other motivational activities. · Actively participate in the telemarketing process within the financial center, utilizing the marketing resources and other various tools. · Establish close relationships with assigned business partners, such as Mortgage, Small Business Bankers, Business Banking Officers and Investment Executive to ensure t ... Read more »
2012-02-07 10:17:53
This position will support new financial center Morgan Park, IL GENERAL FUNCTION: Position responsible and accountable for the day-to-day operations, and risk management of the financial center. Role has direct management responsibilities for the operational and referral activities of the customer service representative (CSR) and financial service representative (FSR) staff. Responsible for managing a fund of cash and processing a variety of consumer, commercial and other transactions for customers and the general public. ESSENTIAL DUTIES & RESPONSIBILITIES: Manager/HR Function Direct and delegate the activities of the CSR and FSR staff to ensure professional, timely and proficient customer service. Develop the CSR/FSR staff through training, and coaching for premier delivery of customer care. Promote good customer relations by consistently providing premier customer satisfaction; have a developed rapport with the customer base, and respond timely with correspondence to customers to resolve issues or problems. Participate in the selection and on-boarding of new employees, and be actively involved in the proper training and development of new employees; help to identify CSR/FSR's who are capable of training new staff members. E. Evaluate performance on a constant basis, providing counseling and guidance as needed; provide assistance to the staff in completing the promotion process. Annually prepare and give formal written performance appraisals to direct reports in an honest and impartial manner, recommending salary increases and promotions as appropriate. Accountable for self and team to participate in the financial center staff meetings, and hold separate staff meetings as needed, to keep team up-to-date. H. Perform as the resource for CSR/FSR staff, answering questions, finding solutions to customer issues and ensuring staff is up-to-date on financial center procedures and policies. Maintain a position of trust and responsibility by keeping all customer business confidential. Follow the Bancorp Code of Business Conduct and Ethics and other related policies, modeling the ethical behavior expected from every employee within the Bancorp. Set the example and maintain ethical behavior at all times. Operations Perform daily office/operational responsibilities, delegating to the staff as appropriate, and keep the Financial Center Manager updated on the operation of the office. Maintain a personal balancing record that is in line with policy; Monitor re ... Read more »
2012-02-07 10:17:53
This position will report to the Morgan Park Financial Center located at 118th Marshfield Avenue. GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to existing and prospective customers while providing specialized customer care. Utilize and promote the Branded Sales and Service process, using the prescribed tools and interacting with the Customer/Financial Service Representatives for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: Sales/Goals Function: Maintain an awareness of the various market segments (Acquisition and Cross Sell) and develop an understanding of how Fifth Third solutions support each market. Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management utilizing sales skills appropriate for the Financial Center market segment. (i.e., cold calling versus calling campaigns to an already established customer base). Oversee the complete consumer loan process following approved guidelines. Consistently meet or exceed brokerage referral goals as set by management. Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. Promote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company. Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the line and platform, telemarketing, and attending various seminars and community events. Maintain the sales environment, and actively participate in regular sales and office staff meetings, the execution of sales contests, monthly Blitzes and other motivational activities. Actively participate in the telemarketing process within the financial center, utilizing the marketing resources and other various tools. Establish close relationships with assigned business partners, such as Mortgage, Small Business Bankers, Business Banking Officers and Investment Executive to ensure that established goals for each business line is met. Provide guidance to the Customer/Financial Service Representatives in the referral/sales process. Customer Service: Utilize the FNA to build thorough customer information for optimal financial solutions for their needs. Provide a customer experience that is consistent across all customer touch points, is among the leaders in the financial services industry in terms of customer satisfaction, loyalty, and retention and provides a differentiated experience from other providers in the market place. Promote excellent customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times, providing professional resolution of problems/issues. Establish a relationship with the customer base of the financial center through knowledge of account ownership, greeting customers by name, and exhibiting an attitude of caring. Assist in ensuring the financial center is neat and orderly and presentable for clients. Adhere to the Fifth Third clean desk policy and maintain a professional appearance. Bank Operations: Open and maintain full range of r ... Read more »
2012-02-07 10:17:53
This position is located at our Stony Island financial center: 1606 East 79th Street; Chicago, IL 60649 GENERAL FUNCTION: Provide excellent customer care to customers regarding daily transactions, addressing inquiries, and problem resolution, in accordance with Fifth Third Bank policies. Initiate the sales process through daily customer contact, assisting with the maintenance of the sales environment of the banking center. ESSENTIAL DUTIES & RESPONSIBILITIES: Customer Service: · Promote good customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times. · Have a developed rapport with the customer base, greet by/use name, have knowledge of account ownership, be responsive and timely with correspondence and problem resolution, and display a caring attitude. · Act with confidence by answering or finding the answers to customer questions and finding solutions to customer issues. · Maintain a position of trust and responsibility by keeping all customer business confidential. · Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. · Bank Operations/Transactions: · Perform daily office responsibilities, working with the Customer Services Manager, to maintain the efficient operation of the office. · Maintain a personal balancing record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for more difficult errors. · Maintain knowledge of the bank policies and banking center procedures, and take responsibility to keep up to date on any changes. · Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to management. · Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures. Referral/Sales: · Consistently meet or exceed ... Read more »
Retail Licensed Personal Banker
2012-02-07 10:17:53
GENERAL FUNCTION: A sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to existing and prospective customers while providing specialized customer care. Utilize and promote the Retail Sales and Service process, using the prescribed tools and interacting with the Customer/Financial Service Representatives for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: Sales/Goals Function: · Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management. · Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs, making recommendations for those applications passed to the appropriate loan officer and maintaining relationship as appropriate. · Oversee the complete consumer loan process following approved guidelines. · Consistently meet or exceed brokerage sales/referral goals as set by management; and achieve goal in annualized revenue to retain (i) designation. · Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. · Promote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company. · Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the line and platform, telemarketing, and attending various seminars and community events. · Maintain th ... Read more »
2012-02-07 10:17:53
GENERAL FUNCTION: Accountable for coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products, and achieve targeted securities fee income goals within assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct joint appointments with bankers and assist them in efficiently identifying potential clients and closing the sales. Maintain presence within the bank to develop strong relationships and credibility with internal and external clients. ESSENTIAL DUTIES & RESPONSIBILITIES: * Plan and conduct individual and group coaching sessions with retail bank employees. * Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers * Handle daily client needs and problems and prioritize and delegate tasks to resolve * Post-appointment follow up to maintain relationships and develop referrals from existing client base * Manage sales planning for self and for team to drive sales, and achieve designated goals and financial results * Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework * Ability to delegate tasks and follow-through * Prepare necessary internal reports for sales tracking * Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities * Conduct internal and external seminars * Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits SUPERVISORY RESPONSIBILITIES: * Serves as a coach and mentor for licensed bank employees * Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful * Guide and promote progress toward established goals for team * Recognize and reward achievement of goals ... Read more »
2012-02-07 10:17:53
GENERAL FUNCTION: Accountable for coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products, and achieve targeted securities fee income goals within assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct joint appointments with bankers and assist them in efficiently identifying potential clients and closing the sales. Maintain presence within the bank to develop strong relationships and credibility with internal and external clients. ESSENTIAL DUTIES & RESPONSIBILITIES: * Plan and conduct individual and group coaching sessions with retail bank employees. * Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers * Handle daily client needs and problems and prioritize and delegate tasks to resolve * Post-appointment follow up to maintain relationships and develop referrals from existing client base * Manage sales planning for self and for team to drive sales, and achieve designated goals and financial results * Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework * Ability to delegate tasks and follow-through * Prepare necessary internal reports for sales tracking * Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities * Conduct internal and external seminars * Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits SUPERVISORY RESPONSIBILITIES: * Serves as a coach and mentor for licensed bank employees * Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful * Guide and promote progress toward established goals for team * Recognize and reward achievement of goals ... Read more »
Financial Service Rep - Cross-Sell
2012-02-07 10:17:53
GENERAL FUNCTION: Provide excellent customer care to customers regarding daily transactions, addressing inquiries, and problem resolution, in accordance with Fifth Third Bank policies. Initiate the sales process through daily customer contact, assisting with the maintenance of the sales environment of the banking center. ESSENTIAL DUTIES & RESPONSIBILITIES: * Customer Service: o Promote good customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times. o Have a developed rapport with the customer base, greet by/use name, have knowledge of account ownership, be responsive and timely with correspondence and problem resolution, and display a caring attitude. o Act with confidence by answering or finding the answers to customer questions and finding solutions to customer issues. o Maintain a position of trust and responsibility by keeping all customer business confidential. o Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. * Bank Operations/Transactions: o Perform daily office responsibilities, working with the Customer Services Manager, to maintain the efficient operation of the office. o Maintain a personal balancing record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for more difficult errors. o Maintain knowledge of the bank policies and banking center procedures, and take responsibility to keep up to date on any changes. o Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to management. o Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures. * Referral/Sales: o Consistently meet or exceed sales and referral goals as set by financial center management. o Continuously increase knowledge and skills through self-motivation, formal education, seminars and in-house training. o Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. o Initiate sales and cross-sell a full range of banking services to present and potential customers, and refer business as appropriate to partners for the selling and cross-selling of more specialized bank products and services to customers, so that personal and Bank goals are consistently met and/or exceeded. o Initiate and maintain customer contact through a variety of methods, including but not limited to telemarketing, establishing business contacts and attending community events. o Actively participate in sales contests. o Act as support to the sales team, providing sales assistance as needed. SUPERVISORY RESPONSIBILITIES: None. ... Read more »
2012-02-07 10:17:53
GENERAL FUNCTION: The Small Business Banker (SBB) is responsible for selling a complete line of Small Business Banking Products. The primary focus will be working with Small business Customers with aggregate borrowing needs of $500M or less, with companies with sales of $0 to $3MM, and deposit relationships commensurate with the experience level of the SBB. The SBB serves as the Small Business Banking advocate for a designated group of Financial Centers (3 or less FCÆs), or a single Center if the market dictates. The SBB is responsible for identifying consumer cross selling opportunities from the Small Business portfolios of their designated Financial Centers. The SBB will be responsible for prospecting new Small Business Customers in the assigned market area and be visible within the Small Business Community. The SBB will be located in an assigned Financial Center(s). ESSENTIAL DUTIES AND RESPONSIBILITIES: * Pro-actively call (both in-person and by phone) potential and existing customers to successfully retain and grow small business relationships. * Outside business calling in partnership with the SBB Team Lead and/or business banking partners. * Identify cross sell opportunities for commercial and consumer products by consistently profiling all customers to recognize the total banking needs and increase products per household. * Develop, maintain and cooperate with key internal partners (such as business banking, commercial, treasury management, mortgage, etc.) to ensure customer relationships are aligned to the appropriate areas of expertise. * Develop detailed plans to meet or exceed assigned sales and customer service goals. * Responsible for completing all training on schedule including small business sales, prospecting, networking, obtaining AIB Small Business Certification and product knowledge. * Originate deposit accounts, completing all required opening and documentation procedures. * Originate, manage, and report blitz activity for the assigned Financial Center business products. * Originate business credit applications, inclusive of supporting document collection, forwarding completed applications to the BLC for credit decisioning, and the closing of approved deals / renewals. * Complete administrative duties related to loans and depository accounts. * Community outreach including placing outbound phone calls, employer on-site meetings, conducting educational seminars, and being active in the community (e.g. local events, chamber of commerce). SUPERVISORY RESPONSIBILITIES: None. ... Read more »