CCC Call Specialist I
Call center specialist job at Park National Bank
* Role not eligible for sponsorship* We are recruiting candidates for our hybrid opportunity with our Customer Care Center team! Looking for candidates with availability to work shifts between 7:00am and 7:00pm Monday-Saturday Candidates must live within driving distance of one of these two locations:
51 North 3rd Street, Newark OH or 105 West Vine Street, Mount Vernon OH
After 90 days of employment, candidates selected for this position will be required to work onsite 1 day a week (Newark or Mount Vernon)
First 90 days of employment will work on site Monday, Tuesday, Friday (required)
5-week training period is 8:00a-5:00p schedule
First week: Day 1 will be onsite in Newark, Ohio (required)
Training Weeks 2-5: Work onsite Monday, Tuesday Friday (Newark or Mount Vernon, required)
* Internet Service Requirements for Remote Workers:
* Reliable cable-based Internet with a minimum 100 Mbps download speed
* Capability of using a wired connection to Internet Service Provider's equipment
* A Mi-Fi or cellular hotspot is not accepted
RESPONSIBILITIES LI#Hybrid
* Responsible for researching and resolving customer inquiries via telephone, Live Web Chat and/or email
* Provide customer support for electronic banking products and services, including Online Banking, Bill Payment, Mobile Banking, Messenger, Online Account Opening, and both Debit and Credit card inquiries
* Resolve customer inquiries and issues promptly regarding new accounts, existing accounts, loans, payments, automatic transfers, interest rates and investment certificates in a professional manner
* Complete and maintain related account maintenance
* Complete research and resolve documentation errors or discrepancies
* Cross-sell Bank services and supports all functions within the Customer Care Center
* Provides information to customers on Bank policies, procedures and programs
* Adheres to the Customer Care Center performance metrics to ensure service levels and customer expectations are consistently achieved
* Maintain and project the Banks professional reputation through professional and courteous interactions with customers
* Complete ongoing internal education opportunities to sustain broad base of product, service and technical knowledge
* Individually participates in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise-wide risks
* Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
* Deliver a consistent, high level of service within our Serving More standards
* Other duties as assigned
COMPETENCIES
* Interpersonal/Customer Service Skills
* Written and Verbal Communication
* Ability to understand and follow directions
* Adaptable to change
* Basic Computer Skills
* Organizational Skills/Detail Oriented
* Able to Multi-Task or Juggle Priorities
EDUCATION - CERTIFICATIONS - WORK EXPERIENCE
High School diploma or equivalent required
College coursework in business related field preferred
Some retail bank experience or general customer service preferred
PHYSICAL REQUIREMENTS
This position must be able to remain in a stationary position 75% of the time, constantly operate a computer, and is in constant communication with customers and coworkers to discuss and observe account information in order to exchange accurate information.
SCHEDULE
This position is hourly and full time. A minimum 37.5 hours is required to maintain eligibility for full-time status. Generally the position will require 37.5-40 hours per week.
Shifts range from 7a-7p Monday through Saturday
CCC Call Specialist I
Call center specialist job at Park National Bank
* Role not eligible for sponsorship* We are recruiting candidates for our hybrid opportunity with our Customer Care Center team! Looking for candidates with availability to work shifts between 7:00am and 7:00pm Monday-Saturday Candidates must live within driving distance of one of these two locations:
51 North 3rd Street, Newark OH or 105 West Vine Street, Mount Vernon OH
After 90 days of employment, candidates selected for this position will be required to work onsite 1 day a week (Newark or Mount Vernon)
First 90 days of employment will work on site Monday, Tuesday, Friday (required)
5-week training period is 8:00a-5:00p schedule
First week: Day 1 will be onsite in Newark, Ohio (required)
Training Weeks 2-5: Work onsite Monday, Tuesday Friday (Newark or Mount Vernon, required)
* Internet Service Requirements for Remote Workers:
* Reliable cable-based Internet with a minimum 100 Mbps download speed
* Capability of using a wired connection to Internet Service Provider's equipment
* A Mi-Fi or cellular hotspot is not accepted
RESPONSIBILITIES LI#Hybrid
* Responsible for researching and resolving customer inquiries via telephone, Live Web Chat and/or email
* Provide customer support for electronic banking products and services, including Online Banking, Bill Payment, Mobile Banking, Messenger, Online Account Opening, and both Debit and Credit card inquiries
* Resolve customer inquiries and issues promptly regarding new accounts, existing accounts, loans, payments, automatic transfers, interest rates and investment certificates in a professional manner
* Complete and maintain related account maintenance
* Complete research and resolve documentation errors or discrepancies
* Cross-sell Bank services and supports all functions within the Customer Care Center
* Provides information to customers on Bank policies, procedures and programs
* Adheres to the Customer Care Center performance metrics to ensure service levels and customer expectations are consistently achieved
* Maintain and project the Banks professional reputation through professional and courteous interactions with customers
* Complete ongoing internal education opportunities to sustain broad base of product, service and technical knowledge
* Individually participates in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise-wide risks
* Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
* Deliver a consistent, high level of service within our Serving More standards
* Other duties as assigned
COMPETENCIES
* Interpersonal/Customer Service Skills
* Written and Verbal Communication
* Ability to understand and follow directions
* Adaptable to change
* Basic Computer Skills
* Organizational Skills/Detail Oriented
* Able to Multi-Task or Juggle Priorities
EDUCATION - CERTIFICATIONS - WORK EXPERIENCE
High School diploma or equivalent required
College coursework in business related field preferred
Some retail bank experience or general customer service preferred
PHYSICAL REQUIREMENTS
This position must be able to remain in a stationary position 75% of the time, constantly operate a computer, and is in constant communication with customers and coworkers to discuss and observe account information in order to exchange accurate information.
SCHEDULE
This position is hourly and full time. A minimum 37.5 hours is required to maintain eligibility for full-time status. Generally the position will require 37.5-40 hours per week.
Shifts range from 7a-7p Monday through Saturday
SBA Client Specialist
Columbus, OH jobs
Client Specialist for Government Guaranteed - Small Business Association (SBA) 7a line of business, provides administrative support for the SBA Product Specialist Sales Team and is responsible for the day to day interaction between Huntington and the client, coordinating the closing of SBA 7a loans. Processes SBA 7a loans in preparation for closing within expected service levels. Obtains all necessary collateral reports and information required to meet the terms and conditions of credit approval. This role requires calling and constant customer interaction.
Duties & Responsibilities:
Provide administrative support for the SBA Product Specialist Sales Team and is responsible for the day to day interaction between Huntington and the client, coordinating the closing of SBA Express loans.
Process SBA 7a loans in preparation for closing within expected service levels.
Obtain all necessary collateral reports and information required to meet the terms and conditions of credit approval. Works with UCC secured, titled collateral, commercial real estate, construction, and public sector programs.
Manage a customer pipeline as well as expediting the loan closing process within expected service levels.
Facilitate the referral process between SBA 7a and other areas of the bank, establishing strong intra-bank relationships.
Generate commitment letters, order all 3rd party reports and title work, track expenses and fees, engage legal counsel for trusts, deed restrictions, and unique language, collect all items required to drive a deal toward closing.
Coordinate the closing date with the customer and the markets, while managing an active pipeline of approximately 20 deals each month.
Performs other duties as assigned.
Basic Qualifications:
High School Diploma or equivalent required
A minimum of one year of experience with consumer or business banking loans, and customer service, sales, or client management
Preferred Qualifications:
Excellent organizational, multi-tasking and time management skills
Ability to work in a fast-paced, production environment.
Experience with SBA lending
Experience with Huntington Business Banking & Velocity programs
Very strong Sales/Customer Service skills
Strong written and verbal communication skills to include the ability to interact with internal and external customers to achieve positive results.
Experience with Microsoft Office software and other HNB systems.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-ApplySBA Client Specialist Sr
Columbus, OH jobs
The SBA Client Specialist Sr works with Product Specialists, Borrowers, Sellers, Attorneys, Brokers, EROs, Underwriters, Closers, Title Companies and the banking Markets to collect due diligence and promote the loan closing process.
Duties & Responsibilities:
Coordinates interaction between these parties all within the defined SBA loan closing SLA of 30-45 days.
Assists other colleagues with difficult situations or customers.
Prepares SBA Loan commitment letters and application documents.
Responsible for initial SBA Compliance and preparing the loan commitment package.
Reviews other Client Specialists' commitment letters for accuracy.
Orders third party reports and provides to correct parties for review.
Subject matter expert in the SBA lending process.
Engages with the customers daily to discuss, explain and mentor the prospective borrowers through the nuances of SBA lending.
Coordinates with all parties to establish closing date.
Schedules closing and arranges the distribution of docs.
Other duties as assigned.
Basic Qualifications
High School Diploma
A minimum of three years of experience with consumer or business banking loans, and customer service, sales, or client management
Preferred Qualifications:
Excellent organizational, multi-tasking and time management skills
Ability to work in a fast-paced, production environment.
Experience with SBA lending
Experience with Huntington Business Banking & Velocity programs
Very strong Sales/Customer Service skills
Strong written and verbal communication skills to include the ability to interact with internal and external customers to achieve positive results.
Experience with Microsoft Office software and other HNB systems.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-ApplyDividend - Call Center Customer Service Agent-4
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: This person will be the first point of contact for customers who have general inquiries, concerns, or requests regarding their solar and home improvement loans. This role will require a high level of professionalism and the ability to provide world class customer service when speaking with customers.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
+ Promptly answer all incoming calls in a professional and friendly manner and determine the nature of the caller's request
+ Provide outstanding service by answering questions and assisting with a wide range of support related to their solar system or loan application
+ Assist customers with payment and billing questions
+ Communicate and coordinate with internal departments as needed
+ Follow up on customer interactions
+ Perform customer identity verifications
+ Document customer Interactions with concise and detailed account notes
+ Adhere to all Dividend policies and procedures
+ Other projects and duties as assigned
MINIMUM KNOWLEDGE AND SKILLS REQUIRED:
+ Bilingual (English/Spanish) preferred but not required
+ Must be available to work evenings and weekends and potentially in a remote work environment (position is local to San Diego, CA)
+ At least six months recent call center experience required
+ High school graduate or equivalent
+ Able to multi-task while providing accurate, efficient and exceptional service
+ Excellent communication skills and a positive demeanor
+ Proven organizational skills and ability to prioritize
+ Experience with CRM required (salesforce preferred)
+ Analytical and data driven
+ Ability to work well independently
+ Excellent interpersonal and communication skills
Dividend - Call Center Customer Service Agent-4
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45227
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Dividend - Call Center Customer Service Agent
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: This person will be the first point of contact for customers who have general inquiries, concerns, or requests regarding their solar and home improvement loans. This role will require a high level of professionalism and the ability to provide world class customer service when speaking with customers.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
+ Promptly answer all incoming calls in a professional and friendly manner and determine the nature of the caller's request
+ Provide outstanding service by answering questions and assisting with a wide range of support related to their solar system or loan application
+ Assist customers with payment and billing questions
+ Communicate and coordinate with internal departments as needed
+ Follow up on customer interactions
+ Perform customer identity verifications
+ Document customer Interactions with concise and detailed account notes
+ Adhere to all Dividend policies and procedures
+ Other projects and duties as assigned
MINIMUM KNOWLEDGE AND SKILLS REQUIRED:
+ Bilingual (English/Spanish) preferred but not required
+ Must be available to work evenings and weekends and potentially in a remote work environment (position is local to San Diego, CA)
+ At least six months recent call center experience required
+ High school graduate or equivalent
+ Able to multi-task while providing accurate, efficient and exceptional service
+ Excellent communication skills and a positive demeanor
+ Proven organizational skills and ability to prioritize
+ Experience with CRM required (salesforce preferred)
+ Analytical and data driven
+ Ability to work well independently
+ Excellent interpersonal and communication skills
Dividend - Call Center Customer Service Agent
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45227
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Dividend - Call Center Customer Service Agent
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION: This person will be the first point of contact for customers who have general inquiries, concerns, or requests regarding their solar and home improvement loans. This role will require a high level of professionalism and the ability to provide world class customer service when speaking with customers.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Promptly answer all incoming calls in a professional and friendly manner and determine the nature of the caller's request
Provide outstanding service by answering questions and assisting with a wide range of support related to their solar system or loan application
Assist customers with payment and billing questions
Communicate and coordinate with internal departments as needed
Follow up on customer interactions
Perform customer identity verifications
Document customer Interactions with concise and detailed account notes
Adhere to all Dividend policies and procedures
Other projects and duties as assigned
MINIMUM KNOWLEDGE AND SKILLS REQUIRED:
Bilingual (English/Spanish) preferred but not required
Must be available to work evenings and weekends and potentially in a remote work environment (position is local to San Diego, CA)
At least six months recent call center experience required
High school graduate or equivalent
Able to multi-task while providing accurate, efficient and exceptional service
Excellent communication skills and a positive demeanor
Proven organizational skills and ability to prioritize
Experience with CRM required (salesforce preferred)
Analytical and data driven
Ability to work well independently
Excellent interpersonal and communication skills
Dividend - Call Center Customer Service Agent
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45227
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Auto-ApplyDividend - Call Center Customer Service Agent-4
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION: This person will be the first point of contact for customers who have general inquiries, concerns, or requests regarding their solar and home improvement loans. This role will require a high level of professionalism and the ability to provide world class customer service when speaking with customers.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Promptly answer all incoming calls in a professional and friendly manner and determine the nature of the caller's request
Provide outstanding service by answering questions and assisting with a wide range of support related to their solar system or loan application
Assist customers with payment and billing questions
Communicate and coordinate with internal departments as needed
Follow up on customer interactions
Perform customer identity verifications
Document customer Interactions with concise and detailed account notes
Adhere to all Dividend policies and procedures
Other projects and duties as assigned
MINIMUM KNOWLEDGE AND SKILLS REQUIRED:
Bilingual (English/Spanish) preferred but not required
Must be available to work evenings and weekends and potentially in a remote work environment (position is local to San Diego, CA)
At least six months recent call center experience required
High school graduate or equivalent
Able to multi-task while providing accurate, efficient and exceptional service
Excellent communication skills and a positive demeanor
Proven organizational skills and ability to prioritize
Experience with CRM required (salesforce preferred)
Analytical and data driven
Ability to work well independently
Excellent interpersonal and communication skills
Dividend - Call Center Customer Service Agent-4
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45227
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Auto-ApplyCall Center Representative 1
Zanesville, OH jobs
Job Description
Summary: Works closely with other Call Center Customer Care team members, other Bank personnel and departments to provide outstanding service for customers by answering questions, handling complaints, and troubleshooting problems with our products and services. The Call Center Customer Care Representative may handle a high volume of inbound or outbound calls or both and should seek to create a positive experience for each caller. They will listen to the customer to understand the reason for their call, address all questions or complaints, and provide an accurate and efficient response. Recommend and/or promote products or services that may suit the customer needs.
Essential Duties and Responsibilities: include the following. Other duties may be assigned.
Responsible for researching and resolving customer and internal employees' inquiries via telephone, email and/or Banno messages
Provides customer support for electronic banking products and services, including Digital Banking, Bill Payment, Mobile Banking, Online Account Opening, and Debit Card inquiries.
Resolves customer inquiries and issues promptly regarding new accounts, existing accounts, loans, payments, automatic transfers, and interest rates in a professional and supportive manner.
Cross-sells Bank services and supports all functions within the Call Center.
Positively represents the Bank's culture and values by building lasting relationships with customers, other Customer Care Call Center team members, and Bank employees based on trust and reliability.
Completes and maintains related account maintenance.
Completes research and resolves documentation errors or discrepancies.
Provides information to customers on Bank policies, procedures and programs.
Adheres to Call Center performance metrics to ensure service levels and customer expectations are consistently achieved.
Maintains and projects the Banks professional reputation through professional and courteous interactions with customers and other Bank employees.
Completes ongoing internal education opportunities to sustain broad base of product, service and applications/technical knowledge.
Individually participates in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise-wide risks
Maintains awareness of and adheres to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and applies them to daily tasks
Assist customers and internal employees with OpenAnywhere questions
Assists in resetting customer and employee passwords in adherence with Bank policy and procedures.
Other duties as assigned.
Follows and supports the Bank's policies and procedures accurately.
Positively represents the Company's culture and values.
Achieves annual goals as assigned.
Completes annual required regulatory training and Cybersecurity curriculums as assigned.
Completion of the General Knowledge Assessment in the first 90 days of employment.
Supervisory Responsibilities
No Supervisory Responsibilities
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Knowledgeable: Knowledge of the inner processes of the Bank, products and services and the associated application used to provide the Bank's products and services.
Detail-Oriented: Listens carefully to customers and be able to notice small details to provide accurate responses to customers.
Organized: Able to take quick notes, access Customer Relationship Management (CRM) systems and track recorded conversations while speaking to customers.
Flexible: Adapt to unique customer queries and situations.
Friendly/Empathetic: Understands a situation from a customer's perspective and has a positive attitude toward people, even when dealing with difficult problems.
Calm Under Pressure: Able to handle a large number of customer calls each day and maintain composure in stressful situations.
Effective Communicator: Effectively communicate with customers with great verbal and written skills.
Efficient: Responds to customers in a timely manner and proactive in anticipating customer needs.
Education, Training and/or Experience
High school diploma or general education degree (GED); and two years of banking experience and/or training; or equivalent combination of education and experience. Must have or are willing to acquire and continue to acquire additional working knowledge of all products and services offered by the Bank and associated applications they reside on. Sales experience is preferred.
Language Skills
Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to Executive Management, public groups, and/or Boards of Directors.
Mathematical Skills
Ability to apply advanced mathematical concepts such as exponents, logarithms, quadratic equations, and permutations. Ability to apply mathematical operations to such tasks as frequency distribution, determination of test reliability and validity, analysis of variance, correlation techniques, sampling theory, and factor analysis.
Reasoning Ability
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
Certifications, Licenses, Registrations
Valid Ohio Driver License
Completion of the General Knowledge Assessment in the first 90 days of employment.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit. The employee frequently is required to use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Credit Services Specialist 1
Columbus, OH jobs
Shift: Monday, Tuesday, Wednesday, Friday: 10am - 7pm ET AND Thursday: 10am - 1pm ET and Saturday: 8am - 1pm ET As a Credit Service Specialist, you will have the opportunity to grow and advance your career within the Credit Administration Department. The Credit Service Team at Huntington provides a "Category of One" customer service experience by potentially cross training specialist on all non-real estate delinquent products. In this position you will assist customers through their financial difficulties by asking probing questions, listening, and offering solutions.
Duties and Responsibilities:
+ Contacts delinquent customers by telephone or mail to collect past due payments or to make alternative payment arrangements.
+ Establishes and maintains files relating to collection activities.
+ Uses basic skip tracing to locate delinquent customers.
+ Recommends action for management decisions in dealing with repossessions, bankruptcy, and/or foreclosure.
+ Arranges for appropriate bank and/or legal action based on account analysis and as directed by manager.
+ Performs other duties as assigned.
Basic Qualifications:
+ High school diploma, GED, or equivalent
+ 1 year of customer service experience
Preferred Qualifications:
+ Call Center experience
+ Must have a desire to educate and assist troubled customers
+ Must demonstrate the ability to effectively communicate over the phone in a professional and personable manner within time constraints
+ Ability to understand complex processes
+ Must be able to easily adapt to change and embrace continuous improvement
+ Must be goal-oriented and self-motivated
+ Must be comfortable using a computer and keyboard
+ Working knowledge of consumer and collection law
+ Knowledge of CACS, RMS and HOGAN systems helpful
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Remote
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Commercial Relationship Service Specialist II
Columbus, OH jobs
The Commercial (CML) Relationship Service Specialist (RSS) II is the primary point of contact for assigned Commercial customers and Relationship Managers. The CML RSS II works independently and in partnership with the Relationship Manager by providing a best-in-class experience for a diverse Commercial portfolio. The CML RSS II applies knowledge and understanding of customer and product onboarding to enhance relationship management, retention, and deepening sales.
Duties and Responsibilities:
+ First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk. Responsible for identifying, researching, analyzing, and resolving complex problems by utilizing resources and critical thinking to independently ensure adherence to bank policies, procedures and retain relationships.
+ Utilizes expertise to manage complex, highly visible, large, and/or sensitive customers and services. Offering products to grow relationships such as Escrow Services, Deposit Account Control Agreements, FBO's, Controlled Disbursement, Credit Sweeps; Public Funds; understanding of large private and public companies ($50MM - $2BB+ annual sales), high risk businesses and entity types (foreign owned-subsidiaries, custody, private investment, private equity) and specialized verticals: Fund Finance, Sponsors; Institutional and Government, North American Financial Services, REIT's, Healthcare, Commercial Real Estate, Tech & Telecom, Large Corp, Middle Market, etc.
+ Provides exceptional oversight of onboarding, commercial deposit and loan accounts, has advanced ability to manage all aspects E2E and facilitate complex features, customer experience, and risks; responsible for handling sizeable relationships, approving multi-million dollar transactions and special handling of unique requirements relating to assigned portfolio.
+ Represent Huntington's Commercial brand by providing Category of One experience for customers; professional, discreet, and positive communications with forward-thinking solutions.
+ Attends customer meetings independently or with Deal Team; participates in deal team and business segment meetings; stays informed of customer strategies, relationship plans, and business team priorities
+ Perform other duties as assigned.
Basic Qualifications:
+ High school, GED, or equivalent required
+ 5+ years in commercial banking with a focus in deposits, loans, treasury management, customer service, and banking operations
Preferred Qualifications
+ Bachelor's Degree
+ Proficient use of Microsoft Office and other digital resources
+ Excellence in customer service, initiative-taking, focused and goal oriented.
+ Excellent written and verbal communication skills, including grammar and demeanor.
+ Strong ability to facilitate and negotiate.
+ Strong organizational skills with diligence, planning and follow-up.
+ Demonstrates confidence and professionalism, with the ability to collaborate and interact with all levels within the organization.
+ Ability to work independently on multiple tasks without compromising quality.
+ Enhanced critical thinking and analytical skills.
+ Adaptable to change.
+ Promoter of Huntington and Commercial cultures.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Compensation Range:
$27.40 - $54.33 Hourly
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Small Business Association Client Specialist
Youngstown, OH jobs
Client Specialist for Government Guaranteed - Small Business Association (SBA) 7a line of business, provides administrative support for the SBA Product Specialist Sales Team and is responsible for the day to day interaction between Huntington and the client, coordinating the closing of SBA 7a loans. Processes SBA 7a loans in preparation for closing within expected service levels. Obtains all necessary collateral reports and information required to meet the terms and conditions of credit approval. This role requires calling and constant customer interaction.
Duties & Responsibilities:
+ Provide administrative support for the SBA Product Specialist Sales Team and is responsible for the day to day interaction between Huntington and the client, coordinating the closing of SBA Express loans.
+ Process SBA 7a loans in preparation for closing within expected service levels.
+ Obtain all necessary collateral reports and information required to meet the terms and conditions of credit approval. Works with UCC secured, titled collateral, commercial real estate, construction, and public sector programs.
+ Manage a customer pipeline as well as expediting the loan closing process within expected service levels.
+ Facilitate the referral process between SBA 7a and other areas of the bank, establishing strong intra-bank relationships.
+ Generate commitment letters, order all 3rd party reports and title work, track expenses and fees, engage legal counsel for trusts, deed restrictions, and unique language, collect all items required to drive a deal toward closing.
+ Coordinate the closing date with the customer and the markets, while managing an active pipeline of approximately 20 deals each month.
+ Performs other duties as assigned.
Basic Qualifications:
+ High School Diploma or equivalent required
+ 1 year+ of experience with consumer or business banking loans, and customer service, sales, or client management
Preferred Qualifications:
+ Excellent organizational, multi-tasking and time management skills
+ Ability to work in a fast-paced, production environment.
+ Experience with SBA lending
+ Experience with Huntington Business Banking & Velocity programs
+ Very strong Sales/Customer Service skills
+ Strong written and verbal communication skills to include the ability to interact with internal and external customers to achieve positive results.
+ Experience with Microsoft Office software and other HNB systems.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Small Business Association Client Specialist
Youngstown, OH jobs
Client Specialist for Government Guaranteed - Small Business Association (SBA) 7a line of business, provides administrative support for the SBA Product Specialist Sales Team and is responsible for the day to day interaction between Huntington and the client, coordinating the closing of SBA 7a loans. Processes SBA 7a loans in preparation for closing within expected service levels. Obtains all necessary collateral reports and information required to meet the terms and conditions of credit approval. This role requires calling and constant customer interaction.
Duties & Responsibilities:
* Provide administrative support for the SBA Product Specialist Sales Team and is responsible for the day to day interaction between Huntington and the client, coordinating the closing of SBA Express loans.
* Process SBA 7a loans in preparation for closing within expected service levels.
* Obtain all necessary collateral reports and information required to meet the terms and conditions of credit approval. Works with UCC secured, titled collateral, commercial real estate, construction, and public sector programs.
* Manage a customer pipeline as well as expediting the loan closing process within expected service levels.
* Facilitate the referral process between SBA 7a and other areas of the bank, establishing strong intra-bank relationships.
* Generate commitment letters, order all 3rd party reports and title work, track expenses and fees, engage legal counsel for trusts, deed restrictions, and unique language, collect all items required to drive a deal toward closing.
* Coordinate the closing date with the customer and the markets, while managing an active pipeline of approximately 20 deals each month.
* Performs other duties as assigned.
Basic Qualifications:
* High School Diploma or equivalent required
* 1 year+ of experience with consumer or business banking loans, and customer service, sales, or client management
Preferred Qualifications:
* Excellent organizational, multi-tasking and time management skills
* Ability to work in a fast-paced, production environment.
* Experience with SBA lending
* Experience with Huntington Business Banking & Velocity programs
* Very strong Sales/Customer Service skills
* Strong written and verbal communication skills to include the ability to interact with internal and external customers to achieve positive results.
* Experience with Microsoft Office software and other HNB systems.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-ApplyCustomer Service Representative
Zanesville, OH jobs
Job Description
Delivering excellent customer service while performing teller transactions. Receiving deposits, cashing checks, verifying amounts and endorsements, processing loan payments, balancing currency, and coin in teller drawer, as well as explaining and promoting products and services.
Essential Duties and Responsibilities: include the following. Other duties may be assigned.
Assists customers and makes them feel welcome.
Answers phone and assists customers or transfers and routes calls as necessary.
Knowledgeable of Bank's products and services and explains, promotes, refers products and services to customers accurately.
Explains, promotes, and refers to Community Financial Advisors, Financial Services Officer, Mortgage Lenders & Commercial Lenders.
Receives checks and cash for deposit and loan payments; verifies amount and examines checks for endorsements.
Cashes checks and pays out money after verification of signatures and customer balances.
Places holds on accounts per the Funds Availability Procedure.
Accepts stop payment requests as needed.
Completes applicable forms and account maintenance as authorized.
Completes check orders for customers as needed.
Assists customers with access to safety deposit boxes.
Maintains individual cash drawer limit and verifies all cash entered.
Prepares work for teller processing.
Checks all incoming checks for fraud and cash for counterfeit currency.
Balances currency, coin and checks in drawer and compares total amount with data displayed in the teller processing system.
Accurately enters information into “Work with Person” in the teller processing system.
Tracks and reports monthly sales referrals.
May log night deposits or open night drop as needed.
May balance the ATM or serve as backup.
May assist with enrolling customers in Digital Banking
May assist in the opening and closing of the office as needed.
May maintain inventory of supplies in customer service area and assist with office supply ordering.
May assist with disputes (with approval). Completes dispute forms and forwards to Manager to sign off then forwards to Deposit Operations.
Attends training as needed or assigned.
Efficiently operates copy machines.
Represents the Bank in community involvement activities as scheduling allows with Manager/Supervisor approval.
Sets positive example for new employees.
Follows and supports the Company's policies and procedures accurately.
Positively represents the Company's culture and values.
Achieves annual goals as assigned.
Completes annual required regulatory training curriculums as assigned.
Supervisory Responsibilities
This job has no supervisory responsibilities.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
High school diploma or general education degree (GED); or one to three months
related experience and/or training; or equivalent combination of education and
experience.
Language Skills
Ability to read and comprehend simple instructions, short correspondence and
memos. Ability to write simple correspondence. Ability to effectively present
information in one-on-one and small group situations to customers and employees
of the organization.
Mathematical Skills
Ability to add, subtract, multiply and divide in all unites of measure, using whole
numbers, common fractions, and decimals. Ability to compute rate, ratio, discounts
and interest.
Reasoning Ability
Ability to apply common sense understanding to carry out detailed but uninvolved
written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
Certifications, Licenses, Registrations
Valid Ohio Drivers License
Physical Demands:
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
While performing the duties of this job, the employee is regularly required to stand; use hands to finger, handle or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to walk and stoop, kneel, crouch or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision and ability to adjust focus.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
KPB Client Relationship Associate
Toledo, OH jobs
The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process.
Responsibilities
Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings.
Schedule internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends and contributes to market huddles /pods.
Follows up after client meetings on takeaways and next steps.
Understanding (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue.
Coordinates the new client onboarding process, including adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD in client activities.
Coordinate officer transitions when team members transition on or off the KPB sales team.
Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality and to update client / prospect information.
Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer.
Assists Sales team in client contact strategy (inviting clients to events, sending whitepapers, meeting follow-ups, etc.) and proactive client outreach (regarding eligible products, scheduling relationship reviews, and identifying opportunities).
Educate clients on digital or alternative resources, such as contact center support, wire transfer agreements, online mobile banking, mobile deposits, online transfers and bill pay, online statements, disputing a transaction etc.
Provide financial planning support to both advisors (data collection/input, etc.) and clients (providing technical support and assistance when clients need guidance).
Proactively look for opportunities to improve client experience (identify pain points, gaps, process improvements) and escalate client issues as needed.
Works with team to plan and manage client events, attending as needed.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education Qualifications
Bachelor's Degree (preferred)
Experience Qualifications
A minimum of 3 years related work experience or equivalent combination of work/educational background (required)
Tactical Skills
General knowledge of financial services and wealth management.
Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
Ability to exercise discretion due to accessing and handling highly sensitive information.
Ability to learn and use proprietary software, databases, and systems.
Proficient in all Microsoft Office Applications.
Personal Skills
Collaboration: Demonstrates a basic understanding of collaborative processes and provides examples of how collaboration has or can help the organizational reach its goals
Digital Awareness: The ability to explain the concept, objectives, and major elements of relevant technologies and tools within the organization
Empathy: Discusses others' point of view, recognizers what they may be feeling, and demonstrates an active interest in their concerns
Problem Solving: Utilizes accepted procedures for problem analysis and resolution; explains the value of a disciplined approach to problem solving
Resilience: The ability to view problems and challenges as opportunities to grow personally and professionally
Practical Skills
Business Acumen: Works to understand the business priorities of internal and external clients and can describe relevant profitability drivers and considerations
Oral & Written Communication: Demonstrates the ability to speak, write, and present in a way that effectively conveys the intended message to an audience
Risk Management: Describes key issues and benefits of risk management practices and makes use of organizational resources for risk avoidance and management
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $24.52 - $37.50 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 12/31/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Remote
Auto-ApplyKPB Client Relationship Associate
Pepper Pike, OH jobs
The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process.
Essential Functions
* Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings.
* Support the field teams by scheduling internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends (when possible) and contributes to market huddles /pods.
* Owns follow up after client meetings on takeaways and next steps.
* Understand (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue.
* Coordinate the relationship team around the new client onboarding process, including supporting Relationship Manager with IM&T new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD in client activities.
* Primary responsibility for opening new deposit accounts and onboarding as well as Lending operations (ROE calculation, underwriting support, and ordering closing documents.
* Coordinate officer transitions when team members transition on or off the KPB sales team.
* Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality and to update client / prospect information. Support RM with Salesforce Data Entry as needed.
* Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer.
* Assist relationship team in client contact strategy (inviting clients to events, sending whitepapers, meeting follow-ups, etc.) and proactive client outreach (regarding eligible products, scheduling relationship reviews, and identifying opportunities).
* Educate clients on digital or alternative resources, such as contact center support, wire transfer agreements, online mobile banking, mobile deposits, online transfers and bill pay, online statements, disputing a transaction etc.
* Provide financial planning support to both advisors (data collection/input, etc.) and clients (providing technical support and assistance when clients need guidance).
* Proactively look for opportunities to improve client experience (identify pain points, gaps, process improvements) and escalate client issues as needed.
* Works with team to plan and manage client events, attending as needed.
* Adopt and fully leverage centralized service task queue (Salesforce Task Queue) to direct service-related work away from field and to Client Service Associates. This includes submitting service tasks to the Task Queue as well as encouraging field teams to right channel service work directly to the Task Queue.
* Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
* Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
* Bachelor's Degree or equivalent experience (preferred)
Work Experience
* A minimum of 3 years related work experience or equivalent combination of work/educational background (required)
Skills
* General knowledge of financial services and wealth management.
* Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
* Ability to exercise discretion due to accessing and handling highly sensitive information.
* Ability to learn and use proprietary software, databases, and systems.
* Proficient in all Microsoft Office Applications.
Core Competencies
* All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
* General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
* Occasional travel to include overnight stay.
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $24.52 - $37.50 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 12/31/2025
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Remote
Auto-ApplyCommercial Relationship Service Specialist II
Cleveland, OH jobs
The Commercial (CML) Relationship Service Specialist (RSS) II is the primary point of contact for assigned Commercial customers and Relationship Managers. The CML RSS II works independently and in partnership with the Relationship Manager by providing a best-in-class experience for a diverse Commercial portfolio. The CML RSS II applies knowledge and understanding of customer and product onboarding to enhance relationship management, retention, and deepening sales.
Duties and Responsibilities:
First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk. Responsible for identifying, researching, analyzing, and resolving complex problems by utilizing resources and critical thinking to independently ensure adherence to bank policies, procedures and retain relationships.
Utilizes expertise to manage complex, highly visible, large, and/or sensitive customers and services. Offering products to grow relationships such as Escrow Services, Deposit Account Control Agreements, FBO's, Controlled Disbursement, Credit Sweeps; Public Funds; understanding of large private and public companies ($50MM - $2BB+ annual sales), high risk businesses and entity types (foreign owned-subsidiaries, custody, private investment, private equity) and specialized verticals: Fund Finance, Sponsors; Institutional and Government, North American Financial Services, REIT's, Healthcare, Commercial Real Estate, Tech & Telecom, Large Corp, Middle Market, etc.
Provides exceptional oversight of onboarding, commercial deposit and loan accounts, has advanced ability to manage all aspects E2E and facilitate complex features, customer experience, and risks; responsible for handling sizeable relationships, approving multi-million dollar transactions and special handling of unique requirements relating to assigned portfolio.
Represent Huntington's Commercial brand by providing Category of One experience for customers; professional, discreet, and positive communications with forward-thinking solutions.
Attends customer meetings independently or with Deal Team; participates in deal team and business segment meetings; stays informed of customer strategies, relationship plans, and business team priorities
Perform other duties as assigned.
Basic Qualifications:
High school, GED, or equivalent required
5+ years in commercial banking with a focus in deposits, loans, treasury management, customer service, and banking operations
Preferred Qualifications
Bachelor's Degree
Proficient use of Microsoft Office and other digital resources
Excellence in customer service, initiative-taking, focused and goal oriented.
Excellent written and verbal communication skills, including grammar and demeanor.
Strong ability to facilitate and negotiate.
Strong organizational skills with diligence, planning and follow-up.
Demonstrates confidence and professionalism, with the ability to collaborate and interact with all levels within the organization.
Ability to work independently on multiple tasks without compromising quality.
Enhanced critical thinking and analytical skills.
Adaptable to change.
Promoter of Huntington and Commercial cultures.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Compensation Range:
$27.40 - $54.33 Hourly
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-ApplyCredit Services Specialist 1
Canton, OH jobs
Shift: Monday, Tuesday, Wednesday, Friday: 10am - 7pm ET AND Thursday: 10am - 1pm ET and Saturday: 8am - 1pm ET
As a Credit Service Specialist, you will have the opportunity to grow and advance your career within the Credit Administration Department. The Credit Service Team at Huntington provides a “Category of One” customer service experience by potentially cross training specialist on all non-real estate delinquent products. In this position you will assist customers through their financial difficulties by asking probing questions, listening, and offering solutions.
Duties and Responsibilities:
Contacts delinquent customers by telephone or mail to collect past due payments or to make alternative payment arrangements.
Establishes and maintains files relating to collection activities.
Uses basic skip tracing to locate delinquent customers.
Recommends action for management decisions in dealing with repossessions, bankruptcy, and/or foreclosure.
Arranges for appropriate bank and/or legal action based on account analysis and as directed by manager.
Performs other duties as assigned.
Basic Qualifications:
High school diploma, GED, or equivalent
1 year of customer service experience
Preferred Qualifications:
Call Center experience
Must have a desire to educate and assist troubled customers
Must demonstrate the ability to effectively communicate over the phone in a professional and personable manner within time constraints
Ability to understand complex processes
Must be able to easily adapt to change and embrace continuous improvement
Must be goal-oriented and self-motivated
Must be comfortable using a computer and keyboard
Working knowledge of consumer and collection law
Knowledge of CACS, RMS and HOGAN systems helpful
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Remote
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-ApplyCCC Call Specialist I
Call center specialist job at Park National Bank
* Role not eligible for sponsorship* We are recruiting candidates for our hybrid opportunity with our Customer Care Center team! Looking for candidates with availability to work shifts between 7:00am and 7:00pm Monday-Saturday Candidates must live within driving distance of one of these two locations:
51 North 3rd Street, Newark OH or 105 West Vine Street, Mount Vernon OH
After 90 days of employment, candidates selected for this position will be required to work onsite 1 day a week (Newark or Mount Vernon)
First 90 days of employment will work on site Monday, Tuesday, Friday (required)
5-week training period is 8:00a-5:00p schedule
First week: Day 1 will be onsite in Newark, Ohio (required)
Training Weeks 2-5: Work onsite Monday, Tuesday Friday (Newark or Mount Vernon, required)
* Internet Service Requirements for Remote Workers:
* Reliable cable-based Internet with a minimum 100 Mbps download speed
* Capability of using a wired connection to Internet Service Provider's equipment
* A Mi-Fi or cellular hotspot is not accepted
RESPONSIBILITIES LI#Hybrid
* Responsible for researching and resolving customer inquiries via telephone, Live Web Chat and/or email
* Provide customer support for electronic banking products and services, including Online Banking, Bill Payment, Mobile Banking, Messenger, Online Account Opening, and both Debit and Credit card inquiries
* Resolve customer inquiries and issues promptly regarding new accounts, existing accounts, loans, payments, automatic transfers, interest rates and investment certificates in a professional manner
* Complete and maintain related account maintenance
* Complete research and resolve documentation errors or discrepancies
* Cross-sell Bank services and supports all functions within the Customer Care Center
* Provides information to customers on Bank policies, procedures and programs
* Adheres to the Customer Care Center performance metrics to ensure service levels and customer expectations are consistently achieved
* Maintain and project the Banks professional reputation through professional and courteous interactions with customers
* Complete ongoing internal education opportunities to sustain broad base of product, service and technical knowledge
* Individually participates in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise-wide risks
* Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
* Deliver a consistent, high level of service within our Serving More standards
* Other duties as assigned
COMPETENCIES
* Interpersonal/Customer Service Skills
* Written and Verbal Communication
* Ability to understand and follow directions
* Adaptable to change
* Basic Computer Skills
* Organizational Skills/Detail Oriented
* Able to Multi-Task or Juggle Priorities
EDUCATION - CERTIFICATIONS - WORK EXPERIENCE
High School diploma or equivalent required
College coursework in business related field preferred
Some retail bank experience or general customer service preferred
PHYSICAL REQUIREMENTS
This position must be able to remain in a stationary position 75% of the time, constantly operate a computer, and is in constant communication with customers and coworkers to discuss and observe account information in order to exchange accurate information.
SCHEDULE
This position is hourly and full time. A minimum 37.5 hours is required to maintain eligibility for full-time status. Generally the position will require 37.5-40 hours per week.
Shifts range from 7a-7p Monday through Saturday
Dividend Loan Resolution Specialist
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
The Loan Resolution Specialists work hand-in-hand across multiple departments including legal, compliance, operations, customer support and servicing. Providing the highest quality customer service while working with our customers to identify and remedy any issues that may arise.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensuring that actions and behaviors drive a positive customer experience. Operating within the Bank's risk appetite, you will achieve results while consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Communicates with early stage delinquent customers via outbound collection calls/emails/texts to resolve delinquency and reduce losses;
recommends appropriate payment programs where applicable to assist customers experiencing a financial hardship
Promptly handles inbound customer calls/emails/texts directly or transferred from third-party sub-servicer related to delinquency, hardship, complaints, system shut-off, or loan assumptions
Communicates as necessary to third-party servicer account changes or required adjustments
Confers with existing customers by telephone and/or email in an attempt to resolve escalated complaint issues not related to product/contractor performance
Performs skip tracing activities as needed to locate and contact delinquent customers
Document all customer interactions/account activities with concise and detailed account notes
Adhere to all Dividend policies and procedures, including State and Federal collection regulations
Other projects and duties as assigned
SUPERVISORY RESPONSIBILITIES: None
MINIMUM KNOWLEDGE & SKILLS REQUIRED:
High School diploma or equivalent
1 years of Collections or Customer Service Experience
Strong organizational skills and attention to detail
Excellent written and verbal communication skills
High-level proficiency in Microsoft Suite
Ability to multitask, prioritize projects, and report to several managers
A high level of enthusiasm, collegial attitude, and a willingness to perform a wide range of tasks
Ability to work independently as well as collaboratively
Desire to work in an entrepreneurial but highly professional culture
Experience with Salesforce preferred
Bilingual- Spanish preferred
Dividend Loan Resolution SpecialistTotal Base Pay Range 41,600.00 - 64,500.00 USD Annual
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45227
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
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