Customer Service Rep (PT Teller) Burlington, KY
2012-02-07 10:18:37
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. 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 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. C. Maintain knowledge of the bank policies and financial 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 the Customer Services Manager, or other management as necessary. E. Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures. Referrals A. Consistently meet or exceed sales referrals as set by 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 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: N/A ... Read more »
2012-02-07 10:18:37
GENERAL FUNCTION: Serves as the primary financial planning expert and resource for prospects and client relationships. Provide professional consulting / advisory services and solutions to clients through the development, delivery and implementation of financial planning: (estate, tax, insurance, option, investment, retirement). DUTIES & RESPONSIBILITIES: * Develop proactive, reciprocal calling and referral relationships with client relationship managers and sales officers to create planning strategies and opportunities for high net worth client base * Coach and counsel RMs on financial planning strategies via formal training or as part of client relationship reviews. * Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities. * Assist with development and presentation of training programs * Must be able to profile clients and then articulate concepts, in an understandable way. * Must be able to converse with clients, their advisors, and RMs convincingly. * Plays a basic role in the sales process in acquiring relationships. * Achieves sales and referral goals. * Primary planning specialist for designated prospects and clients. Typically those with use of traditional financial planning techniques. SUPERVISORY RESPONSIBILITIES: * Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide 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 »
Customer Service Representative
2012-02-07 10:18:37
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. 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 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. C. Maintain knowledge of the bank policies and financial 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 the Customer Services Manager, or other management as necessary. E. Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures. Referrals A. Consistently meet or exceed sales referrals as set by 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 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: N/A ... Read more »
2012-02-07 10:18:37
GENERAL FUNCTION: Develop and manage high-level customer relationships. The incumbent provides full service banking to selected high income/high net worth individuals. DUTIES AND RESPONSIBILITIES: * Meeting the credit needs of individuals in the selected market segment. * Provides deposit accounts and related fee services to assigned customer base. * Consults and directs customers to company specialists for advice and implementation (Brokerage, Investment Management). * Cross-sells all trust and retail services not directly provided by incumbent. * Builds a referral network to ensure stream of new business prospects. SUPERVISORY RESPONSIBILITIES: None ... Read more »
2012-02-07 10:18:37
GENERAL FUNCTION: Develop and manage high-level customer relationships. The incumbent provides full service banking to selected high income/high net worth individuals. DUTIES AND RESPONSIBILITIES: * Meeting the credit needs of individuals in the selected market segment. * Provides deposit accounts and related fee services to assigned customer base. * Consults and directs customers to company specialists for advice and implementation (Brokerage, Investment Management). * Cross-sells all trust and retail services not directly provided by incumbent. * Builds a referral network to ensure stream of new business prospects. SUPERVISORY RESPONSIBILITIES: None ... Read more »
Customer Service Rep/Teller (PT) Latonia FC
2012-02-07 10:18:37
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. 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 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. C. Maintain knowledge of the bank policies and financial 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 the Customer Services Manager, or other management as necessary. E. Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures. Referrals A. Consistently meet or exceed sales referrals as set by 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 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: N/A ... Read more »
Retail Sales & Service Development program
2012-02-07 10:18:37
GENERAL FUNCTION: Performs a variety of duties at the banking center level within the framework of a management training program, involving a rotation through various banking centers and bankmarts. Becomes familiar with the operations and procedures of retail banking, and acquires the knowledge and experience required for assuming an Office Manager position. DUTIES & RESPONSIBILITIES: * Observes retail operations and workflow to become familiar with the function of each position. * Performs the duties and jobs required by the training program to gain first hand knowledge of the total retail operation. * Gains knowledge of the various products and services solicited within the retail environment so as to be able to sell and cross-sell effectively. * Builds a network of resources within retail and supporting divisions, upon which to call for assistance in a management capacity. SUPERVISORY RESPONSIBILITIES: None ... Read more »
Customer Service Representative
2012-02-07 10:18:37
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. 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 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. C. Maintain knowledge of the bank policies and financial 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 the Customer Services Manager, or other management as necessary. E. Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures. Referrals A. Consistently meet or exceed sales referrals as set by 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 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: N/A ... Read more »
Customer Service Representative
2012-02-07 10:18:37
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. 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 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. C. Maintain knowledge of the bank policies and financial 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 the Customer Services Manager, or other management as necessary. E. Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures. Referrals A. Consistently meet or exceed sales referrals as set by 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 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: N/A ... Read more »
Retail Personal Banker - Cross-Sell
2012-02-07 10:18:37
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. SUPERVISORY RESPONSIBILITIES: None. ... Read more »
Customer Service Representative
2012-02-07 10:18:37
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. 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 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. C. Maintain knowledge of the bank policies and financial 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 the Customer Services Manager, or other management as necessary. E. Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures. Referrals A. Consistently meet or exceed sales referrals as set by 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 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: N/A ... Read more »
Commercial Portfolio Manager I
2012-02-07 10:18:37
GENERAL FUNCTION: Provide support to a few relationship managers, with small portfolios, in their daily duties in underwriting and monitoring credit, existing and proposed credit requests, providing high level customer service support, assisting in cross sell effort and performing special projects for the department manager. Prepares documentation required for the processing of loans, reviews status of existing loans, takes appropriate action on loans that are mature or past due, and assists relationship managers in loan closings. ESSENTIAL DUTIES & RESPONSIBILITIES: * Supports the Department Manager, Team Leader, and/or Relationship Managers in their sales and credit underwriting efforts including industry and company research, Blue memo preparation and assisting in the sales proposal process, including accompanying the Relationship Managers on customer and prospect calls, and various other sales/customer oriented projects. * Completes all requirements of loan bookings, to include all preparation, review, documentation and filing. * Develops a working knowledge of all customers, businesses, and prospect opportunities. * Responsible for all loan document preparation, including third party document coordination, completion and review. * Collects and reviews all required collateral information. * Reviews current account status, to include but not limited to, Past Due accounts and Notes Matured. Makes appropriate recommendations for these accounts. * Supports the Relationship Manager in monitoring on n on-going basis information concerning customer performance, abilities, and industry to determine that loan is an acceptable risk. This will consist of but not be limited to statement, covenant and insurance tracking, Dual Risk Rating updates, and Admin Loan Status Report updated and other commercial scorecard items. SUPERVISORY RESPONSIBILITIES: None ... Read more »
2012-02-07 10:18:37
Located in Florence Ky, 3rd shift (Sunday-Thursday) 12:00 am - 8:30 am GENERAL FUNCTION: Under minimal supervision monitor, support and troubleshoot complex IT infrastructure to resolve operating issues, including failures and service level degradation. Initiate corrective actions to ensure connectivity and minimize downtime, with the overall goal of ensuring availability of the IT environment to 5/3 employees and customers. Function as an escalation point taking complex problems from less senior technicians and analysts, owning the problem through resolution. ESSENTIAL DUTIES & RESPONSIBILITIES: * Monitor, support and troubleshoot the IT infrastructure for operating issues involving failures, degradation and event correlation using various software and hardware monitoring tools. * Work with internal and external clients via the phone to resolve basic problems. * Perform sophisticated troubleshooting and problem resolution for all types of the IT infrastructure as assigned - hardware, software, telecommunication, business application, customer connectivity, ATM's, etc. * Triage the most complex problems, taking corrective action to ensure availability and minimize downtime. * Function as an escalation point taking complex problems from less senior technicians and analysts, owning the problem through resolution. * Function as a technical resource answering questions from less experienced staff. * Escalate extreme problems to senior IT engineering staff. * Follow detailed technical documentation and standard operating procedures to perform various responsibilities. * Assist in defining and developing detailed technical documentation and standard operating procedures to perform various responsibilities, enabling junior technicians and analysts to perform their responsibilities as well. * Identify opportunity for process improvements targeting improved customer service and organizational efficiency. * Function as a team member on assigned projects. * Other duties as required. SUPERVISORY RESPONSIBILITIES: None ... Read more »
Community Executive-Henderson, KY
2012-02-07 10:18:37
GENERAL FUNCTION: The Community Banking Executive (CBE) is responsible for the Financial CenterÆs profit, growth and customer service objectives and serves as a local banking leader in the community. The CBE will manage the financial centerÆs small to medium size business portfolios which can involve significant deposit, TM and credit exposures. Heavy focus will be placed on developing, retaining and growing customer relationships for all levels of aggregate borrowing and financial needs in partnership with the commercial and business banking group as necessary. The CBE will be actively engaged in community activities and developing relationships with the local Centers of Influence. Demonstrate Fifth Third Bank Core Values in all actions: Integrity, Teamwork & Collaboration, Respect & Inclusion, and Accountability. ESSENTIAL DUTIES & RESPONSIBILITIES: * Sales/Goals Function: o Review and evaluate sales activities, loans, deposits, overdrafts, etc. to meet profit and performance objectives. o Consistently meet and exceed profit, deposit, and loan sales goals as defined by the Regional Manager, actively soliciting the various retail and Bancorp products. o Lead the Sales function for the financial center to promote sales culture and ensure staff receives proper training to demonstrate abilities to sell, cross-sell, and refer to reach individual/team sales goals personally setting the example and tone for a strong sales environment. o Identify cross sell opportunities by consistently profiling all customers to recognize the total banking needs and increase products per household or business. o 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 and that established goals for each business line are met. o Originate business credit applications, forwarding completed applications to the BLC or appropriate credit unit for credit decisions. o 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. o Promote company products and services in the community by making regular outside calls, to assist in the continuing growth of the office and company. * Community Business Banking Leader Function: o Responsible for completing all training on schedule including small business sales, prospecting, networking and product knowledge. * SEE ACTUAL JOB DESCRIPTION FOR ALL DUTIES AND RESPONSIBILITIES. SUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide 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 »
Business Banking Group Team Lead I
2012-02-07 10:18:37
GENERAL FUNCTION: Under minimal supervision, supervises up to 5 Business Banking Officers (BBOs) on deals with small to medium sized businesses. Establishes sales goals for team members, and ensures that team members meet and strive to exceed goals, and adhere to the Bank's policies and procedures. Is responsible for both individual and team's new business development. Mentors team members, especially on more complicated loan structures. Helps to develop less experienced BBOs. Manage an existing portfolio of bank customers to include reviewing and underwriting credit requests, ensure appropriateness and satisfaction level of existing services provided, and cross sell all bank services. Identify and solicit prospects for the bank's services. Handle larger and more complex business relationships. Provide financial counseling to customers and assist assigned Banking Center Managers with business development efforts, lending requests and cross selling. ESSENTIAL DUTIES & RESPONSIBILITIES: * Oversee a number of BBOs in an assigned region to ensure adherence to corporate policy, provide credit and underwriting review as well as credit approval, provide support and direction in the cross selling effort. Conduct joint calling efforts with assigned BBOs and assigned Banking Center Managers to foster new business and cross-selling opportunities. Oversee an Administrative Assistant. * Manage existing portfolio and assist a number of BBOs to manage existing portfolios as well. Responsibilities include: o Identify cross-sell opportunities for the Bank's services o Assist assigned BBOs to meet/exceed goals for deposits, fee income, loan growth and calls o Monitor customer performance, ability and industry to determine level of risk o Provide timely response to requests for extension of credit by approving loans within established lending limit or make recommendations on loans requiring higher approval authority o Negotiate structure with customers appropriate for the risk o Provide timely response to documenting and funding loans o Identify problem accounts and with the assistance of other departments, determine strategy * Conduct on-going business development efforts. Responsibilities include: o Identify businesses that are not customers of Fifth Third o Assist assigned BBOs and assigned Banking Center Managers to call on non-customers; negotiate transactions; cross sell the Bank's products and services; obtain approval for new loan requests * Ensure administration of existing portfolio adheres to the Bank's guidelines. Responsibilities include: o Monitor exception reports for assigned accounts and assigned BBOs. Identify problem areas and recommend corrective action. o Monitor past due reports and make recommendations for changes to risk ratings, strategy of loans on administrative status, non-accrual status or charge-off. Ensure that quarterly reports are completed for loans on Administrative Status and assist in the work out of problem loans as needed. * Participate in various community affairs and projects to promote the image of the Bank. SUPERVISORY RESPONSIBILITIES: Provide employees timely, candid and constructive performance feedback; develop employees to their fullest potential and provide challenging opportunities that enhance employee career growth; develop appropriate talent pool to ensure adequate bench strength and succession planning; recognize and reward employees for accomplishments. ... Read more »
2012-02-07 10:18:37
GENERAL FUNCTION: Under minimal supervision, as a member of the Commercial Dealer Finance Lending Group, responsible for managing the bank's relationship with an extensive existing portfolio of bank customers with a large financial base and strong asset base throughout assigned marketing area. Responsible for the review and underwriting of credit requests and insuring appropriateness and satisfaction level of existing services provided. Responsible for developing revenue growth through generation of loans, deposits, cross-selling all applicable bank services to existing customer base, and to identify and solicit bank services to non-customers. Help develop less experienced relationship managers. Strong emphasis on new business development. Commercial Relationship Managers are expected to solicit participations in the public debt issuance of their clients. Current policy limits participation to those clients that have "investment grade" credit ratings. ESSENTIAL DUTIES & RESPONSIBILITIES: * Insure that relationships are managed to the highest profit potential for the Bank, cross-sell all applicable 5/3 products and services to an existing portfolio, and manage the sales process in assigned marketing area. Develop intimate knowledge of all customers and businesses. * Develop profitable new commercial dealer finance business, credit and non-credit new business development within assigned territory, develop intimate knowledge of all prospect opportunities, meet or exceed call quota on a monthly basis. * Underwrite credit requests and approve loans within established lending limits or make recommendations on loans that require higher approval authority. o Monitor, on an ongoing basis, information concerning customer performance, abilities, and industry to determine that loan is an acceptable risk. o Ensure proper reporting, documentation, and review to determine that a loan is an acceptable risk. o Identifies acceptable credit opportunities and develop them to generate significant non-credit sales. * Participate in various community affairs and projects to promote the image of the Bank and further develop new business opportunities. * Meet or exceed goals stated in Compensation Plan document. SUPERVISORY RESPONSIBILITIES: While there are no formal supervisory responsibilities, the incumbent is expected to actively participate as a mentor in the Commercial Division's mentoring program and develop appropriate skills to prepare for a supervisory role. ... Read more »
Commercial Middle Market Team Leader II
2012-02-07 10:18:37
GENERAL FUNCTION: Oversees a number of Relationship Managers to insure adherence to corporate policy, provides credit and underwriting review as well as over limit credit approval, provides support and direction in the cross selling effort. ESSENTIAL DUTIES & RESPONSIBILITIES: * Manage the sales process in a specific geographic marketing area. * Maintains primary relationship contact for a portfolio of existing customers. * Identifies and facilitate the cross-selling effort of all the bank's services. * Ensure the overall relationship is managed to the highest profit potential for the bank. * Identify and facilitate to businesses that do not maintain their primary banking relationship with 5/3, all the bank's services with the ultimate goal of moving the primary banking relationship to 5/3. * Provide outstanding customer service. * Meet or exceed goals stated in compensation plan document. * Monitor, on an ongoing basis, information concerning customer performance, abilities, and industry to determine that loan is an acceptable risk. * Ensure proper reporting, documentation, and review to determine that a loan is an acceptable risk. * Participate in various community affairs and projects to promote the image of the bank. SUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide 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 »
Investment Executive Lexington KY
2012-02-07 10:18:37
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 10:18:37
GENERAL FUNCTION: To sell insurance to new and existing retail clients and to service the needs of existing accounts. ESSENTIAL DUTIES & RESPONSIBILITIES: * Provide professional advice and solutions to retail clients around their insurance needs * Develop proactive referral relationships with Retail Investment Specialist and other branch staff to create access to bank clients * Devote time prospecting and selling insurance benefits to clients based on their overall financial plan * Maintain and service books of business * Reviews and adjusts existing plans as needed with clients * Keeps current with Bank compliance, policies and procedures, and carrier relationships * Pursues professional studies and maintains a familiarity with industry trends, products, and concepts * Must be able to communicate sales ideas and complex topics with clients and their other professional advisors * Performs other duties as assigned SUPERVISORY RESPONSIBILITIES: May be responsible for providing employees timely, candid, and constructive feedback in an administrative support position. ... Read more »
Licensed Customer Service Assistant III
2012-02-07 10:18:37
GENERAL FUNCTION: The Securities Licensed Sales Assistant provides sales support to registered securities representatives (e.g., Investment Executives, Sr. Investment Specialists, or Wealth Management Advisors), as well as executes trades on larger accounts. The Licensed Sales Assistant has a strong understanding of the brokerage industry, trading operations and the Bank's brokerage products. ESSENTIAL DUTIES & RESPONSIBILITIES: * Ensures that all assigned trading transactions are executed in a timely and accurate manner, and that all documentation is maintained to standards. * Solicits additional customers for registered securities representatives. * Supports multiple registered securities representatives or representatives with very large books of business. * Has regular contact with clients regarding their accounts. * Executes orders for clients at the direction of the registered representative. * Opens new customer accounts. * Works with Banking Center or Private Bank personnel to increase sales and referral opportunities. * Handles various administrative functions for the registered securities representatives. * Performs various projects as needed. * Ensures that all trading activity complies with federal and internal compliance regulations and guidelines. SUPERVISORY RESPONSIBILITIES: None ... Read more »