Customer Service Representative
2012-02-07 10:19:32
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 ~cb~ ... Read more »
Customer Service Representative
2012-02-07 10:19:32
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 ~cb~ ... Read more »
Customer Service Representative
2012-02-07 10:19:32
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 ~cb~ ... Read more »
Customer Service Representative
2012-02-07 10:19:32
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 ~cb~ ... Read more »
Customer Service Representative
2012-02-07 10:19:32
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 10:19:32
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 ~cb~ ... Read more »
Customer Service Representative
2012-02-07 10:19:32
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 ~cb~ ... Read more »
CSR (Teller) PART TIME - 54TH/DIVISION
2012-02-07 10:19:32
GENERAL FUNCTION: Location: 62 54th Street, Wyoming, MI 49548 Must be available to train full time for 8 business days 8:30-5:00 each day. 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 ~cb~ ... Read more »
Customer Service Representative
2012-02-07 10:19:32
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 ~cb~ ... Read more »
Customer Service Representative
2012-02-07 10:19:32
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 ~cb~ ... Read more »
Customer Service Representative
2012-02-07 10:19:32
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 ~cb~ ... Read more »
Customer Service Representative
2012-02-07 10:19:32
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 ~cb~ ... Read more »
Wealth Mgmt Advisor-S - One Bank
2012-02-07 10:19:32
GENERAL FUNCTION: Serves as coordinator and trusted advisor for client relationships with more than $1MM in investable assets to ensure the Private Bank experience is delivered. Assembles and collaborates with a customized team of specialists to consistently deliver high-quality customer service and advice-based solutions that simplify financial complexity and achieve the clientÆs goals. Ensures service standards including execution and delivery are achieved. This position is paid via a salaried basis. ESSENTIAL DUTIES AND RESPONSIBILITIES: SEE ACTUAL JOB DESCRIPTION FOR ALL ESSENTIAL DUTIES AND RESPONSIBILITIES * Sales o Prospects for clients in a New Business Development capacity by sourcing and building own pipeline of clients / opportunities. o Targets and profiles clients who drive sales results in AUM, Brokerage, Private Bank, Insurance, Wealth Planning, Equity Risk Management. o Effectively profiles client and identifies needs for LOB referrals and cross selling. o Demonstrates highly developed sales client contact and relationship management skills. o Obtains new clients through detailed, targeted business plans. o Earns referrals from clients and Centers of Influence (COI) including the Commercial Division and 3rd party advisors (e.g. Attorney, accountant). * Client Experience o Coordinates client relationship to ensure the Private Bank experience is delivered. o Delivers advice-based solutions based on the value ladder and the FTBP story following our Life 360 processes in a consistent manner. o Identifies, assembles and collaborates with a customized team of specialists to deliver high-quality client service. o Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management. o Delivers advanced planning techniques through knowledge of complex investment products and services. o Coordinates and collaborates with client third party advisors (e.g., attorney, accountant). o Partners and leverages internal and external service providers to optimize effectiveness and efficiency. o Resolves problems as primary contact for client issues. o Provides client with current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics. o Develops and executes an annual account plan appropriate for the service standards, including conducting quarterly/annual reviews and leveraging the appropriate specialists to ensure client needs are being met. o Challenges and collaborates with the client to articulate and achieve their goals. o Manages overall profitability of client relationship. o Ensures process information recorded timely in CRM regarding status and activities. o Drives continuous improvement by looking for ways to deepen relationship with client through all areas of Private Bank and other appropriate Bancorp channels. o Coordinates as primary point of contact for COI within Bank. o Demonstrates a superior ability to gather information, assesses alternatives, and makes sound recommendations while mitigating risk. o Leads the 90-day client on-boarding process. o Works in collaboration with team members to ensure alignment and exchange information and resources necessary to meet shared objectives. SUPERVISORY RESPONSIBILITIES: None ... Read more »
2012-02-07 10:19:32
GENERAL FUNCTION: Serves as the sales expert and primary contact for high revenue clients with greater than $3 million in personal net worth. Responsible for acquiring new, high revenue clients for Investment Advisors and generate additional business from existing clients. Facilitates client services across multiple specialists to deliver advanced planning techniques to clients. ESSENTIAL DUTIES & RESPONSIBILITIES: I. Prospects new clients and opportunities for additional business from existing clients. Screens new prospects, probes and profiles to uncover opportunities and client interests. II. Delivers advanced planning techniques through knowledge of complex investment products and services. III. Cross-sells solutions for identified opportunities. Pursues other client opportunities beyond the Investment Advisors line of business to other areas of the bank. Maintains contact and builds relationships with other lines of business for prospecting and new referrals. Develops external client referral and network beyond the bank. IV. Identifies and coordinates appropriate team of high net worth experts across the division to provide high service levels to clients. Ensures contact and service standards are met. Interacts with client's other professional advisors external to the bank (i.e. attorney, accountant, etc). V. Serves as focal point for resolution of client issues and enforces team member accountabilities from all areas of organization. VI. Educates clients and provides on-going information on topics of interest. Conducts annual reviews with clients and appropriate team members. VII. Manages overall profitability of client relationships. VIII. Recognized professional presence in community and professional organizations. Represents bank within community to other businesses. SUPERVISORY RESPONSIBILITIES: None. ... Read more »
2012-02-07 10:19:32
GENERAL FUNCTION: * This position is a temporary assignment for the SAG group. * Develop creative financial solutions for underperforming loans. Strategies are primarily focused in maximizing dollars collected and minimizing losses. * This position also oversees the management and resolution of criticized and classified loans, leases and assets. Such a process includes setting resolution strategies including loan sales. Works with affiliate senior management to insure proper transitioning of criticized assets and consultation on difficult credits. Coordinates all efforts and working relationships with attorneys, restructuring partners, venture capital firms, crisis managers and business owners. DUTIES & RESPONSIBILITIES: * Directs the development, implementation and execution of all exit strategies and the orderly liquidation thereof. Assists in developing the strategy in all large and complex problem credits. Ensures a process is in place for monitoring and tracking the implementation of strategies with all credits regardless of the dollar balance. * Manages and coordinates all communication with affiliate management in the identification of impaired loans and the determination of non-accrual and charge off recommendations. Ensures the choice and use of vendors (ie: legal professionals) are "the best fit" and is within the spirit of the Bancorp guidelines. * Promotes Bancorp products and develops relationships where the vendor (ie:legal professionals) chooses to use Bancorp products. * Supports the process with which loan sale candidates are identified, either through one-off sales or a pool of individual loans. * Provides advice and guidance to affiliates presidents, senior lenders, commercial lenders, and credit administration personnel. SUPERVISORY RESPONSIBILITIES: None ... Read more »
2012-02-07 10:19:32
GENERAL FUNCTION: Assist and direct in the orderly liquidation of complex credits. DUTIES AND RESPONSIBILITIES: * Collection of past due accounts. * Formulate and execute exit strategies on administrative loans. * Recommend/Negotiate best course of action on administrative Loans. * Manages typical loan size of under $1,000,000. * Work closely/assist lending personnel on potential trouble credits. * Identification of potential loss on administrative credits. * Complete required documentation such as ALSR's on administrative credits. * Maintain adequate credit/collateral files. * Identify when legal counsel is required given transaction complexity. * Attend Admin Loan Meetings to present collection update and strategy when manager is not available. SUPERVISORY RESPONSIBILITIES: None ... Read more »
2012-02-07 10:19:32
GENERAL FUNCTION: As part of the applications development discipline, develops cost-effective information technology solutions by creating new and modifying existing programs to the Mortgage Loan Servicing applications, primarily Fiserv’s LoanServ system. Coordinates with users to determine requirements. Codes, tests, debug documents and implements complex software applications. May coordinate activities of the project team and assist in monitoring project schedules and costs. Functions as technical lead and acts as liaison between business units. Provides training and direction to team members. May be involved in 7-by-24 production support DUTIES AND RESPONSIBILITIES: · Analyzes, codes, tests and documents complex enhancements made to new and/or existing programs. · Participates in 24x7 production support on-call rotation. · Demonstrates proven knowledge in one or more applications or systems. · Designs, codes, tests and implements application programs in accordance with client specifications. · Interprets business requirements and identifies solutions to meet business objectives. · Oversees the advanced troubleshooting and problem resolution functions for software products. · May be technical lead on larger projects and may act as project lead on smaller projects/development efforts. · Reviews and recommends vendor products, develops technical specifications and interfaces with other applications. · Acts as a liaison to define business requirements and/or problems and initiates maintenance of existing programs or designs of a new application. · Works effectively in team environment on large projects with other Developers and Business Analysts. · Works effectivel ... Read more »
Business Banking Relationship Manager II
2012-02-07 10:19:32
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 »
Business Bkg Relationship Mgr II - Pilot
2012-02-07 10:19:32
GENERAL FUNCTION: Manages 150 û 200 assigned Business Banking customer relationships (small to medium sized businesses and individual relationships), which can involve significant credit exposure ($3 to $10 MM). Responsible for cross-selling commercial loans and deposits as well as other Fifth Third Bank services to assigned relationships. Provide financial counseling to customers, and provide assigned Banking Center Mangers lending assistance. Responsible for the growth, retention and profitability of assigned relationships. DUTIES & RESPONSIBILITIES: * Marketing/Sales o Identify alternative loan candidates among qualified customer base. o Provide expertise to assigned area of responsibility for achieving commercial loan and deposit goals. o Grow assigned relationships by cross-selling other Fifth Third Bank services and deepen relationships referred by Business Development Officer or Small Business Specialist. o Refers new customer base and partners with Business Development Officer or Small Business Specialist, or refers customers to other Lines of Business within bank, to build/deepen relationships and help the overall contribution to the bottom line. o Develop and execute retention strategy for current relationships in order to achieve desired profitability. * Underwriting o Interview applicants to develop information concerning their businesses, banking needs and determine their capacity to fulfill all obligations to the Bank. o Develop an underwriting list of essential information needed to render a timely response. o Provide a timely response on all over limit loan/credit requests within five (5) working days from receipt of essential underwriting information. o Provide supervision for the lending activities of Banking Center Mangers, including communicating Bank-lending policies, and advising and controlling the extension of loans. This includes interviewing applicants to develop information concerning their business needs, abilities and financial condition to determine their credit worthiness. o Act in over limit capacity, or take the initiative to seek necessary level of loan authority to make a loan if in excess of personal lending authority. o Provide advice and direction to prospects and customers in regard to loan requests or other bank services and products. * Administrative o Ensure client satisfaction by responding promptly to customer inquiries and requests and coordinating activities of appropriate personnel to resolve issues. o Visit and telephone clients on a regular basis to maintain a strong, working relationship. o Maintains a strong knowledge base of bank policies, procedures, loan products, pricing and educates prospects on Fifth Third BankÆs advantages. o Worth with Portfolio Manager, Collections, Work Out group to ensure corrective actions are taken regarding Watch Lists, Administrative Loan, Non-accrual or Chargeoff. SUPERVISORY RESPONSIBILITIES: None ... Read more »
Part-Time 20+ hours Treasury Management Specialist
2012-02-07 10:19:32
GENERAL FUNCTION: Acts on behalf of the Corporate Client to ensure satisfaction with Treasury Management products, which could include working with IT, Sales, Credit, and Product Support. Service relationships according to Bank policy and procedures by making relevant decisions and providing product training as required. ESSENTIAL DUTIES & RESPONSIBILITIES: * Client Interaction: (40%) o Ensures client satisfaction, timely responses to client requests and corrective action as necessary. o Take ownership and deliver timely resolution of customer issues. o Problem resolution on all Treasury Management & Credit services including working with IT, Product Management, and Operations. o Client contact. o Research items hitting Treasury Management products. o Train clients on general Treasury Management products. o Cross-sell, depending on customer issue. Communicate with Treasury Management Officer. o Client visit where required for implementation of services, client reviews, problem resolution. * Implementation: (50%) o Take ownership and facilitate all setups between TMO, Product Support and Client. o Verifying exception pricing during prelims. o Ensures open communication with Treasury Management Officer, Relationship Manager, Portfolio Manager, AFD, Operations and clients during implementation period. o Follow-up call to customer to ensure services are working properly. o Opening of DDAs. * Administrative Duties: (10%) o Tracking reports. o Assistance for Sales: Proof reading proposals, binding of proposals, mailings, problem log, phone coverage, etc. o Proximity Studies. SUPERVISORY RESPONSIBILITIES: None ... Read more »