Business Banking Relationship Mgr. III
2012-02-07 10:17:53
GENERAL FUNCTION: Assist the business owner in achieving their financial goals by providing both personal & business solutions for privately held companies with sales of $3MM - $20MM or credit exposure over $500k. Serve as a trusted advisor for these businesses; collaborate with a team of product partners utilizing the One Bank Sales Cycle to understand the clientsÆ holistic business needs. Through such collaboration, develop revenue growth by identifying needs and providing needs based solutions and services to the client. Services would include loans, deposits, treasury management, and all other applicable banking services. ESSENTIAL DUTIES & RESPONSIBILITIES: * Prospect for clients in a new business development capacity by utilizing referral sources, existing clients and centers of influence. * Ensure that customer relationships are managed to the highest profit potential for the Bank, taking into account Bank risk and customer needs. * Work with product partners, analyze, evaluate and develop a tailored marketing plan or sales strategy for each client or prospect. * Cross-sell all applicable 5/3 products and services to an existing portfolio of business customers and their owners/senior management. * Coordinate all client-facing activities related to their clients, including credit support and other product partners. * Responsible for planning and conducting relationship strategy and quarterly relationship review meetings with product partners. * Conduct thorough effective pre-call planning, concise sales calls and prompt post call follow up. * Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans). * Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly. * Utilize the BankÆs Customer Relationship Management system for client activity tracking, call reports and pipeline management. Complete administrative responsibilities in a timely manner. * Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks and continually deepen knowledge of trends, practices, services and the competitive landscape. SUPERVISORY RESPONSIBILITIES: None. ... Read more »
2012-02-07 10:17:53
We are seeking degreed, energetic, confident and competitive individuals to market our web-based Payroll and HR solutions and services to businesses. Daily responsibilities will include meeting with potential clients and discussing their payroll needs, as well as building relationships with banks and CPAs for referral sources. We are a sales-focused organization and it is our goal to equip our Sales Representatives with the best training and tools possible. On average, a new representative will make $65K to $85K their first year. We are an equal employment opportunity employer. ... Read more »
Financial Service Representative
2012-02-07 10:17:53
This employee will report to the North & Clybourn Financial Center, located at: 837 W North Ave Chicago, IL. 60622 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 »
Financial Service Representative
2012-02-07 10:17:53
This employee will report to the Andersonville Financial Center, located at: 5501 N Ashland Chicago, IL. 60640 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
This employee will report to the Avondale Financial Center, located at: 2934 N Milwaukee Ave Chicago, IL. 60618 Bilingual Spanish speaking candidates preferred. 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: o Maintain an awareness of the various market segments (Acquisition and Cross Sell) and develop an understanding of how Fifth Third solutions support each market. o 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). o Oversee the complete consumer loan process following approved guidelines. o Consistently meet or exceed brokerage referral goals as set by management. 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, Small Business Bankers, Business Banking Officers and Investment Executive 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 Utilize the FNA to build thorough customer information for optimal financial solutions for their needs. 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. o 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. ... Read more »
2012-02-07 10:17:53
This employee will report to the Antioch Financial Center, located at: 421 E Rte 173 Antioch, IL. 60002 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: o Maintain an awareness of the various market segments (Acquisition and Cross Sell) and develop an understanding of how Fifth Third solutions support each market. o 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). o Oversee the complete consumer loan process following approved guidelines. o Consistently meet or exceed brokerage referral goals as set by management. 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, Small Business Bankers, Business Banking Officers and Investment Executive 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 Utilize the FNA to build thorough customer information for optimal financial solutions for their needs. 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. o 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. * SEE ACTUAL JOB DESCRIPTION FOR ALL DUTIES AND RESPONSIBILITIES. ... Read more »
2012-02-07 10:17:53
This employee will report to our Fox Lake Financial Center, located at; 1402 St Route 12. Fox Lake, IL. 60020 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: o Maintain an awareness of the various market segments (Acquisition and Cross Sell) and develop an understanding of how Fifth Third solutions support each market. o 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). o Oversee the complete consumer loan process following approved guidelines. o Consistently meet or exceed brokerage referral goals as set by management. 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, Small Business Bankers, Business Banking Officers and Investment Executive 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 Utilize the FNA to build thorough customer information for optimal financial solutions for their needs. 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. o 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. * SEE ACTUAL JOB DESCRIPTION FOR ALL DUTIES AND RE ... Read more »
2012-02-07 10:17:53
This employee will Manage the Mundelein Financial Center, located at; 3 Nelson C White Parkway Mudelein, IL. 60060 GENERAL FUNCTION: Responsible and accountable for directing and administering a financial center with generally more than $30 million in core deposits and generating more 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: SEE JOB DESCRIPTION FOR ALL 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 »
Financial Service Representative
2012-02-07 10:17:53
This employee will report to our Rogers Park Financial Center, located at: 7574 N Western Ave Chicago, IL. 60645 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 »
Financial Service Representative
2012-02-07 10:17:53
This employee will report to the Gurnee Financial Center, located at: 7500 Grand Ave Gurnee, IL. 60031 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 »
Financial Service Representative
2012-02-07 10:17:53
This employee will report to the Hutchins Financial Center, located at: 7500 Grand Ave. Gurnee, IL. 60031 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 employee will report to the Financial Center located at: 1 S Dearborn Chicago, IL. 60623 Applicants must have Series 6, Series 63, Life and Health Insurance Licenses. 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 »
2012-02-07 10:17:53
This employee will report to the Merchandise Mart Financial Center, located at: 222 Merchandise Mart Place Chicago, IL 60654 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. ... Read more »
Financial Service Representative
2012-02-07 10:17:53
This employee will report to the Albany Park Financial Center, located at: 4017 Lawrence Ave Chicago, IL. Chicago, IL. 60630 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 »
Financial Center Manager II; Kildeer FC
2012-02-07 10:17:53
This employee will Manage a De Novo Financial Center in Kildeer, IL. GENERAL FUNCTION: Responsible and accountable for directing and administering a financial center with generally more than $30 million in core deposits and generating more 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: SEE JOB DESCRIPTION FOR ALL 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 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. 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: ... Read more »
2012-02-07 10:17:53
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: o Maintain an awareness of the various market segments (Acquisition and Cross Sell) and develop an understanding of how Fifth Third solutions support each market. o 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). o Oversee the complete consumer loan process following approved guidelines. o Consistently meet or exceed brokerage referral goals as set by management. 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, Small Business Bankers, Business Banking Officers and Investment Executive 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 Utilize the FNA to build thorough customer information for optimal financial solutions for their needs. 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. o 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. * SEE ACTUAL JOB DESCRIPTION FOR ALL DUTIES AND RESPONSIBILITIES. ... Read more »
2012-02-07 10:17:53
This Employee will Manage the Printers Row Financial Center, located at: 601 S Clark St. Chicago, IL. 60605 GENERAL FUNCTION: Responsible and accountable for directing and administering a financial center with generally more than $30 million in core deposits and generating more 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: SEE JOB DESCRIPTION FOR ALL 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 employee will Manage the Wauconda Financial Center, located at: 486 W Liberty St Wauconda, IL. 60084 GENERAL FUNCTION: Responsible and accountable for directing and administering a financial center with generally more than $30 million in core deposits and generating more 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: SEE JOB DESCRIPTION FOR ALL 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 employee will Manage the Greektown Financial Center, located at: 100 S Halsted Chicago, IL. 60661 GENERAL FUNCTION: Responsible and accountable for directing and administering a financial center with generally more than $55 million in core deposits and generating over $1.5 million 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: SEE ACTUAL JOB DESCRIPTION FOR ALL 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 »