Customer Service Representative jobs at Fifth Third Bank - 105 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: Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. 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: Customer Experience: * Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met * Provide follow up to customer questions and find solutions to address issues * Be responsive and timely with correspondence to keep lines of communication open and clear * Maintain a position of trust and responsibility by keeping all customer business confidential * Follow the Bancorp Code of Business Conduct and Ethics and other related policies, always maintaining ethical behavior. Operations: * Perform daily office responsibilities, working with the platform team, to maintain the efficient operation of the office. * Maintain a balancing record that is in line with policy. Find and correct outages and enlist help as needed. * Maintain knowledge of the bank policies and financial center procedures and take responsibility to keep up to date on any changes. * Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Lead Customer Service Representative or other leadership as necessary. * Demonstrate sound judgment in decision making, abiding to established guidelines and procedures. Referrals: * During customer interactions and Customer Outreach identify customer needs and refer customers to Bankers and business partners, as appropriate, for a consultative conversation * Build and maintain a working knowledge of the Retail products and services offered * Utilize appropriate tools for all referrals sent to personal bankers and business partners for tracking purposes Perform other duties as assigned. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * High school diploma/GED. * Work involves extensive cash handling. * Work involves contact with the public, adhere to dress code guidelines. * Must have the ability to interact comfortably and confidently with the public. * Position requires knowledge of retail policies and procedures, to perform the essential duties. * Work requires the ability to take initiative and demonstrate sound judgment in decision-making and problem resolution. * Demonstrate the company's core values, work as one bank, take accountability, be respectful & inclusive, act with integrity. * Need to have flexibility in scheduling. WORKING CONDITIONS: * Normal office environment. * Extensive viewing of computer screens. CSR/Teller - Byrne Glendale (Toledo, OH) - Full Time 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 -- Toledo, Ohio 43614 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.

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset& Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking. J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. Asset Management: Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match. As a Client Account Specialist supporting our Customized Managed Account Solutions business, you will be responsible for facilitating new account set up processes for our Tax Smart Separately Managed Accounts (SMAs). You will interact with a range of Intermediary platforms where our products are available to monitor for new account submissions and ensure accurate recording of applicable new account attributes in our required systems. Additionally, you will partner and communicate with internal stakeholders to ensure timely account implementation. Responsibilities include, but are not limited to: Daily monitoring of new account submissions into our Tax Smart SMAs from Intermediaries which may be received via different communication methods (ie. email or extracting from client portals) Accurately record new account attributes (Financial advisor details, strategy selection, client customization, tax budget for a tax transition) in internal systems in a timely manner to ensure accounts are invested in accordance to established SLAs and to facilitate downstream processes including performance calculation and fee billing Communicate effectively with key stakeholders within client service and operations to ensure a smooth hand-off of new account requests for implementations or to escalate identified issues with requests for resolution Support updating and maintenance of account attributes based on requested changes communicated by Financial Advisors (such as a change in tax budget to facilitate a tax transition) Leverage our digital platform to product tax transition reports upon Financial Advisor request Provide additional support to the broader SMA client service team including but not limited to internal MIS reporting, regulatory mailings or aged debt monitoring Create and manage internal presentations to provide business/project updates Prioritize work, meet tight deadlines, and possess strong attention to detail Interact and communicate confidently and effectively with internal stakeholders Have a strong controls mindset adhering to internal procedures to achieve process consistency Work successfully and efficiently in a team-based environment Utilize judgment and discretion when working with highly confidential information Adapt to and drive change to improve the client experience and operational efficiency The Client Account Specialist must be able to: Qualifications 1-3 years' experience with exposure/involvement in one or more of the various Asset Management businesses or Asset Management Operations/Client Service areas Experience in retail SMA client service or operations a plus Expertise with Excel (e.g., using pivot tables, formulas, etc.) Expertise in PowerPoint: creating slides / charts and editing presentations Strong communication skills (written and oral) with ability to deliver messages clearly and succinctly Demonstrate ability to multi-task and re-prioritize daily tasks

Work From Home - Customer Service Coordinator - High Value Specialty ServicingAre you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Customer Operations role may be the role for you! To be eligible for this role, candidates must live within a 100 miles radius of one of the following zip codes ( excluding CA ) and report in person, when required, with at least 24 hours notice. 23060 (Richmond, VA) 23320 (Chesapeake, VA) 33634 (Tampa, FL) 89144 (Las Vegas, NV) 75024 (Plano, TX) 19801 (Wilmington, DE) 68521 (Lincoln, NE) 56301 (St. Cloud, MN) More Than Just a Bank, More Than Just a Career Your Voice is our voice. We'll champion you. The best people listen and then say, “How can I help?” That's what we do at Capital One. It's how we take care of our customers. It's how we're changing banking for good, with compassion and real solutions. Money can be stressful; getting help shouldn't be. Our Customer Care team is supported and empowered to be the best people to people. And we'll have your back every step of the way. That's life at Capital One. More Than Just Training, More About You At Capital One, it's important that our associates have the necessary skills and know-how to succeed in their roles and best serve our customers. For that reason, we invest heavily in both formal and informal learning development opportunities. Through these training programs and your day-to-day work, you'll find that successful associates at Capital One will: Demonstrate ability and willingness to learn, strong attention to detail, positive attitude and ability to be flexible and embrace change Demonstrate a strong customer focus rooted in empathy Communicate effectively with peers, management and customers Exercise good judgment and independent decision-making skills Demonstrate exceptional listening, questioning, call control, and de-escalation techniques Be proactive, have effective time management and organizational skills Display dependability with a solid attendance record Maintain sufficient reliable private internet connection, not supplied by use of cellular data (Not a hot spot) Compensation $21 per hour More Benefits, More Health, More Wealth, and More Life Capital One believes in encouraging you to fill up your cup and come back fresh. Combine that with above and beyond benefits and you might be onto something. Medical, Dental, Vision, Prescription coverage Day 1 Flexible Schedule Options Paid Time Off Wellbeing offerings such as backup childcare and Mental Wellness support Tuition Reimbursement Paid Training and Development offered quarterly Flexible Spending Account Life Insurance Disability Insurance 401 K and Stock Purchase Plan “At Capital One, we strive to attract the best people to give them the opportunity to be great.” - Rich D. Fairbank, Chairman, Founder and CEO We believe in the Power of one Work & Culture at Capital One Basic Qualifications High school diploma, GED or equivalent certification At least 2 years of customer service or call center experience At least 1 year of Google Suite or Microsoft Office experience Preferred Qualifications At least 3 years of customer service or call center experience At least 6 months of experience in the financial industry Work from Home Technology Requirements Secure home office environment that is free from background noise and distractions Reliable private internet connection that is not supplied via cellular data or hotspot is required A private network that is password protected where you have ownership or line of site sight to every device on the network Internet service must be provided by Cable or Fiber Internet Service Providers (ISP) Hotspots and satellite services are prohibited and do not meet performance criteria required for optimal agent/customer interactions ISP download speeds on VPN must be at least 5Mbps, with 10+ Mbps preferred To validate ISP speeds from a Chrome browser, go to *************** type Speed Test and run from the Google landing page Both Hardwire and WiFi internet connections are acceptable as long as speed and security requirements are met Capital One reserves the right to request proof of internet provider, speed and service package from the associate. Requirements are subject to change, as new systems and technology is delivered. Capital One reserves the right to modify internet service requirements with sixty (60) days notice. Internet Service Provider specs can change by provider and location within the US. If you are experiencing consistent issues with internet stability Capital One reserves the right to ask the agent to upgrade internet service to ensure a good customer experience. Work from Home Location Requirements Candidates must live within 100 mile radius of 23060 (Richmond, VA), 23320 (Chesapeake, VA), 33634 (Tampa, FL), 89144 (Las Vegas, NV), 75024 (Plano, TX), 19801 (Wilmington, DE), 68521 (Lincoln, NE) or 56301 (St. Cloud, MN) and report in person, when required, with at least than 24 hours notice. We are unable to consider applicants who: Do not maintain network-compatible internet access Live or work beyond the 100 mile radius of their dedicated location, or Live or work in the state of California. At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Plano, TX: $43,680 - $43,680 for Customer Service Coordinator Chesapeake, VA: $43,680 - $43,680 for Customer Service Coordinator Tampa, FL: $43,680 - $43,680 for Customer Service Coordinator Lincoln, NE: $43,680 - $43,680 for Customer Service Coordinator Las Vegas, NV: $43,680 - $43,680 for Customer Service Coordinator Wilmington, DE: $43,680 - $43,680 for Customer Service Coordinator Richmond, VA: $43,680 - $43,680 for Customer Service Coordinator St Cloud, MN: $43,680 - $43,680 for Customer Service Coordinator Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

JPMorgan Chase & Co . is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset& Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking. J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. Asset Management: Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match. As a Client Account Specialist supporting our Customized Managed Account Solutions business, you will be responsible for facilitating new account set up processes for our Tax Smart Separately Managed Accounts (SMAs). You will interact with a range of Intermediary platforms where our products are available to monitor for new account submissions and ensure accurate recording of applicable new account attributes in our required systems. Additionally, you will partner and communicate with internal stakeholders to ensure timely account implementation. Responsibilities include, but are not limited to: Daily monitoring of new account submissions into our Tax Smart SMAs from Intermediaries which may be received via different communication methods (ie. email or extracting from client portals) Accurately record new account attributes (Financial advisor details, strategy selection, client customization, tax budget for a tax transition) in internal systems in a timely manner to ensure accounts are invested in accordance to established SLAs and to facilitate downstream processes including performance calculation and fee billing Communicate effectively with key stakeholders within client service and operations to ensure a smooth hand-off of new account requests for implementations or to escalate identified issues with requests for resolution Support updating and maintenance of account attributes based on requested changes communicated by Financial Advisors (such as a change in tax budget to facilitate a tax transition) Leverage our digital platform to product tax transition reports upon Financial Advisor request Provide additional support to the broader SMA client service team including but not limited to internal MIS reporting, regulatory mailings or aged debt monitoring Create and manage internal presentations to provide business/project updates Prioritize work, meet tight deadlines, and possess strong attention to detail Interact and communicate confidently and effectively with internal stakeholders Have a strong controls mindset adhering to internal procedures to achieve process consistency Work successfully and efficiently in a team-based environment Utilize judgment and discretion when working with highly confidential information Adapt to and drive change to improve the client experience and operational efficiency The Client Account Specialist must be able to: Qualifications 1-3 years' experience with exposure/involvement in one or more of the various Asset Management businesses or Asset Management Operations/Client Service areas Experience in retail SMA client service or operations a plus Expertise with Excel (e.g., using pivot tables, formulas, etc.) Expertise in PowerPoint: creating slides / charts and editing presentations Strong communication skills (written and oral) with ability to deliver messages clearly and succinctly Demonstrate ability to multi-task and re-prioritize daily tasks JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans Base Pay/Salary Columbus, OH $65,000.00 - $100,000 / year

The Experience: Are you looking for a challenging role that includes the convenience of working virtually at home? We're looking for people who'd like to turn this opportunity into a meaningful career. As a Capital One Customer Operations associate, you're the heart of Capital One. To be eligible for this role, candidates must residence in one of the following states: Arizona Delaware Maryland New Jersey Ohio Pennsylvania Utah The best people listen and then say, “How can I help?” That's what we do at Capital One. It's how we take care of our customers. It's how we're changing banking for good, with compassion and real solutions. Money can be stressful; getting help shouldn't be. Our Customer Care team is supported and empowered to be the best people to people. And we'll have your back every step of the way. That's life at Capital One. . Here's what we are looking for in you: At Capital One, it's important that our associates have the necessary skills and know-how to succeed in their roles and best serve our customers. For that reason, we invest heavily in both formal and informal learning development opportunities. Through these training programs and your day-to-day work, you'll find that successful associates at Capital One will: Demonstrate ability and willingness to learn, strong attention to detail, positive attitude and ability to be flexible and embrace change Demonstrate a strong customer focus rooted in empathy Communicate effectively with peers, management and customers Exercise good judgment and independent decision-making skills Demonstrate exceptional listening, questioning, call control, and de-escalation techniques Be proactive, have effective time management and organizational skills Display dependability with a solid attendance record Maintain sufficient reliable private internet connection, not supplied by use of cellular data (Not a hot spot) Responsibilities: Handling routine customer service inquiries and problems via telephone, digital or chat channels through effective communication and problem solving skills. These routine customer service inquiries require the use of standard screens, scripts and procedures Demonstrate empathy with customer inquiries about reward redemptions, customer information updates, card activations, making payments, processing lost or stolen cards, statement and APR inquires, and processes credit line increase and decrease requests Navigating a computerized system for responding and/or troubleshooting to customer questions. The Benefits: At Capital One, you join a complete benefits program. Our unique benefits and enrollment programs are designed to help you be your happiest, healthiest self. It's backed by our belief that great work doesn't mean sacrificing your well being. It's part of our mission to set the standard for personal flexibility, so you can grow here and at home. Basic Qualifications: High school diploma, GED or equivalent certification At least 1 year of customer service or call center experience Preferred Qualifications: At least 2 years of customer service or call center experience Work from Home Technology Requirements: A secure home office environment that is free from background noise and distractions A reliable private internet connection that is not supplied via cellular data or hotspot A private network that is password protected where you have ownership or line of sight to every device on the network Internet service must be provided by Cable or fiber Internet Service Provides (ISP) Hotspots and satellite services are prohibited and do not meet performance criteria required for optimal agent/customer interactions ISP speed on VPN must be at least 100 Mbps download and 10 Mbps upload To validate ISP speeds from a Chrome browser, go to *************** type Speed Test and run from the Google landing page Hardwire ethernet connection is required Capital One reserves the right to request proof of internet provider, speed and service package from the associate. Requirements are subject to change, as new systems and technology are delivered. Capital One reserves the right to modify internet service requirements with sixty (60) days notice. Internet Service Provider specs can change by provider and location within the US. If you are experiencing consistent issues with internet stability Capital One reserves the right to ask the agent to upgrade internet service to ensure a good customer experience. Compensation: $19 per hour Schedules: We've got you covered with a variety of shifts. We are currently hiring for schedules with start times that range between the following hours: 10:00 AM - 12:30 PM EST (DE, PA, NJ, MD, OH) 8:00 AM - 10:30 AM MDT (UT) 7:00 AM - 9:30 AM MST (AZ) Note: Shifts are Monday - Friday with weekends as assigned. At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Columbus, OH: $39,520 - $39,520 for Account Specialist Newark, DE: $39,520 - $39,520 for Account Specialist Phoenix, AZ: $39,520 - $39,520 for Account Specialist Salt Lake City, UT: $39,520 - $39,520 for Account Specialist Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

You are passionate about the travel industry, enjoy problem-solving, and share our common goal: to help our customers plan and book luxury travel with ease. Join Chase Travel and help us build the future of travel while taking your career to new heights! As a Travel Advisor, you will support both internal and external customers with questions related to travel reservations and more complex situations. Demonstrating problem-solving skills and functioning as a service specialist, you will take the necessary steps to recognize, research, and resolve issues through diagnosis and discussion of a particular problem with a focus on delivering service excellence. You will proactively work with external providers to negotiate an appropriate resolution and to minimize costs in a timely manner, while ensuring a seamless customer experience. Job responsibilities: * Respond to customer inquiries related to travel arrangements and resolve issues by focusing on short-term and long-term fixes by being the company and customer advocate and focusing on root-cause resolution tactics * Collaborate with internal teams to troubleshoot, learn, and deliver timely resolutions holding a high regard for accuracy * Maintain a knowledge of all client programs, products, and procedures and support various on-line booking tools and knowledge of multiple websites * Effectively negotiate with vendors and external customers to reach an acceptable resolution for all parties including issues with loyalty points, redemptions, program exceptions, waiving of fees, etc. * Maintain high levels of call quality based on outlined criteria; maintain appropriate level of confidentiality regarding information shared and observed. Keep immediate supervisor fully informed of all issues or unusual matters of significance and take prompt corrective action where necessary or provide suggestions for alternative courses of action * Assist other Travel Advisors with questions on a real-time basis related to traveler policies and different booking applications, coaching Advisors on best practices to service all customers; monitor and manage agent errors, escalations, and customer exceptions, and update the information in a database used for tracking purposes * Provide a professional level of energy and enthusiasm as well as favorable working relationships when partnering with internal and external customers and all departments to result in increased quality and customer service levels Required qualifications, capabilities, and skills: * High School Diploma or equivalent * Two or more years of experience in the travel industry to include intermediate to advanced knowledge/proficiency of the Global Distribution System (GDS) and/or other technology platforms including self-booking tools * Demonstrate effective communication and interpersonal skills to effectively manage internal and external customer issues. * Working knowledge of appropriate Microsoft Office programs such as Excel, Word, and Outlook; quick study of technical concepts. * Excellent time management and multi-tasking ability to include advanced knowledge/proficiency using multiple screens in an online environment * Ability to work independently, yet also function as a team member * You must be willing to work varied hours including nights and weekends Shift / Schedule information: Work schedules will vary. Candidates must be willing to work schedules during our operating hours, which include evenings and weekends. Specific information will be provided by the Recruiter. This position requires that you attend the training as scheduled. The training hours may not coincide with your regularly scheduled hours.

You are passionate about the travel industry, enjoy problem-solving, and share our common goal: to help our customers plan and book luxury travel with ease. Join Chase Travel and help us build the future of travel while taking your career to new heights! As a Travel Advisor, you will support both internal and external customers with questions related to travel reservations and more complex situations. Demonstrating problem-solving skills and functioning as a service specialist, you will take the necessary steps to recognize, research, and resolve issues through diagnosis and discussion of a particular problem with a focus on delivering service excellence. You will proactively work with external providers to negotiate an appropriate resolution and to minimize costs in a timely manner, while ensuring a seamless customer experience. **Job responsibilities:** + Respond to customer inquiries related to travel arrangements and resolve issues by focusing on short-term and long-term fixes by being the company and customer advocate and focusing on root-cause resolution tactics + Collaborate with internal teams to troubleshoot, learn, and deliver timely resolutions holding a high regard for accuracy + Maintain a knowledge of all client programs, products, and procedures and support various on-line booking tools and knowledge of multiple websites + Effectively negotiate with vendors and external customers to reach an acceptable resolution for all parties including issues with loyalty points, redemptions, program exceptions, waiving of fees, etc. + Maintain high levels of call quality based on outlined criteria; maintain appropriate level of confidentiality regarding information shared and observed. Keep immediate supervisor fully informed of all issues or unusual matters of significance and take prompt corrective action where necessary or provide suggestions for alternative courses of action + Assist other Travel Advisors with questions on a real-time basis related to traveler policies and different booking applications, coaching Advisors on best practices to service all customers; monitor and manage agent errors, escalations, and customer exceptions, and update the information in a database used for tracking purposes + Provide a professional level of energy and enthusiasm as well as favorable working relationships when partnering with internal and external customers and all departments to result in increased quality and customer service levels **Required qualifications, capabilities, and skills:** + High School Diploma or equivalent + Two or more years of experience in the travel industry to include intermediate to advanced knowledge/proficiency of the Global Distribution System (GDS) and/or other technology platforms including self-booking tools + Demonstrate effective communication and interpersonal skills to effectively manage internal and external customer issues. + Working knowledge of appropriate Microsoft Office programs such as Excel, Word, and Outlook; quick study of technical concepts. + Excellent time management and multi-tasking ability to include advanced knowledge/proficiency using multiple screens in an online environment + Ability to work independently, yet also function as a team member + You must be willing to work varied hours including nights and weekends **Shift / Schedule information:** Work schedules will vary. Candidates must be willing to work schedules during our operating hours, which include evenings and weekends. Specific information will be provided by the Recruiter. This position requires that you attend the training as scheduled. The training hours may not coincide with your regularly scheduled hours. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

You are passionate about the travel industry, enjoy problem-solving, and share our common goal: to help our customers plan and book luxury travel with ease. Join Chase Travel and help us build the future of travel while taking your career to new heights! As a Travel Advisor, you will support both internal and external customers with questions related to travel reservations and more complex situations. Demonstrating problem-solving skills and functioning as a service specialist, you will take the necessary steps to recognize, research, and resolve issues through diagnosis and discussion of a particular problem with a focus on delivering service excellence. You will proactively work with external providers to negotiate an appropriate resolution and to minimize costs in a timely manner, while ensuring a seamless customer experience. Job responsibilities: * Respond to customer inquiries related to travel arrangements and resolve issues by focusing on short-term and long-term fixes by being the company and customer advocate and focusing on root-cause resolution tactics * Collaborate with internal teams to troubleshoot, learn, and deliver timely resolutions holding a high regard for accuracy * Maintain a knowledge of all client programs, products, and procedures and support various on-line booking tools and knowledge of multiple websites * Effectively negotiate with vendors and external customers to reach an acceptable resolution for all parties including issues with loyalty points, redemptions, program exceptions, waiving of fees, etc. * Maintain high levels of call quality based on outlined criteria; maintain appropriate level of confidentiality regarding information shared and observed. Keep immediate supervisor fully informed of all issues or unusual matters of significance and take prompt corrective action where necessary or provide suggestions for alternative courses of action * Assist other Travel Advisors with questions on a real-time basis related to traveler policies and different booking applications, coaching Advisors on best practices to service all customers; monitor and manage agent errors, escalations, and customer exceptions, and update the information in a database used for tracking purposes * Provide a professional level of energy and enthusiasm as well as favorable working relationships when partnering with internal and external customers and all departments to result in increased quality and customer service levels Required qualifications, capabilities, and skills: * High School Diploma or equivalent * Two or more years of experience in the travel industry to include intermediate to advanced knowledge/proficiency of the Global Distribution System (GDS) and/or other technology platforms including self-booking tools * Demonstrate effective communication and interpersonal skills to effectively manage internal and external customer issues. * Working knowledge of appropriate Microsoft Office programs such as Excel, Word, and Outlook; quick study of technical concepts. * Excellent time management and multi-tasking ability to include advanced knowledge/proficiency using multiple screens in an online environment * Ability to work independently, yet also function as a team member * You must be willing to work varied hours including nights and weekends Shift / Schedule information: Work schedules will vary. Candidates must be willing to work schedules during our operating hours, which include evenings and weekends. Specific information will be provided by the Recruiter. This position requires that you attend the training as scheduled. The training hours may not coincide with your regularly scheduled hours.

You are passionate about the travel industry, enjoy problem-solving, and share our common goal: to help our customers plan and book luxury travel with ease. Join Chase Travel and help us build the future of travel while taking your career to new heights! As a Travel Advisor, you will support both internal and external customers with questions related to travel reservations and more complex situations. Demonstrating problem-solving skills and functioning as a service specialist, you will take the necessary steps to recognize, research, and resolve issues through diagnosis and discussion of a particular problem with a focus on delivering service excellence. You will proactively work with external providers to negotiate an appropriate resolution and to minimize costs in a timely manner, while ensuring a seamless customer experience. Job responsibilities: * Respond to customer inquiries related to travel arrangements and resolve issues by focusing on short-term and long-term fixes by being the company and customer advocate and focusing on root-cause resolution tactics * Collaborate with internal teams to troubleshoot, learn, and deliver timely resolutions holding a high regard for accuracy * Maintain a knowledge of all client programs, products, and procedures and support various on-line booking tools and knowledge of multiple websites * Effectively negotiate with vendors and external customers to reach an acceptable resolution for all parties including issues with loyalty points, redemptions, program exceptions, waiving of fees, etc. * Maintain high levels of call quality based on outlined criteria; maintain appropriate level of confidentiality regarding information shared and observed. Keep immediate supervisor fully informed of all issues or unusual matters of significance and take prompt corrective action where necessary or provide suggestions for alternative courses of action * Assist other Travel Advisors with questions on a real-time basis related to traveler policies and different booking applications, coaching Advisors on best practices to service all customers; monitor and manage agent errors, escalations, and customer exceptions, and update the information in a database used for tracking purposes * Provide a professional level of energy and enthusiasm as well as favorable working relationships when partnering with internal and external customers and all departments to result in increased quality and customer service levels Required qualifications, capabilities, and skills: * High School Diploma or equivalent * Two or more years of experience in the travel industry to include intermediate to advanced knowledge/proficiency of the Global Distribution System (GDS) and/or other technology platforms including self-booking tools * Demonstrate effective communication and interpersonal skills to effectively manage internal and external customer issues. * Working knowledge of appropriate Microsoft Office programs such as Excel, Word, and Outlook; quick study of technical concepts. * Excellent time management and multi-tasking ability to include advanced knowledge/proficiency using multiple screens in an online environment * Ability to work independently, yet also function as a team member * You must be willing to work varied hours including nights and weekends Shift / Schedule information: Work schedules will vary. Candidates must be willing to work schedules during our operating hours, which include evenings and weekends. Specific information will be provided by the Recruiter. This position requires that you attend the training as scheduled. The training hours may not coincide with your regularly scheduled hours.

You are passionate about the travel industry, enjoy problem-solving, and share our common goal: to help our customers plan and book luxury travel with ease. Join Chase Travel and help us build the future of travel while taking your career to new heights! As a Travel Advisor, you will support both internal and external customers with questions related to travel reservations and more complex situations. Demonstrating problem-solving skills and functioning as a service specialist, you will take the necessary steps to recognize, research, and resolve issues through diagnosis and discussion of a particular problem with a focus on delivering service excellence. You will proactively work with external providers to negotiate an appropriate resolution and to minimize costs in a timely manner, while ensuring a seamless customer experience. Job responsibilities: Respond to customer inquiries related to travel arrangements and resolve issues by focusing on short-term and long-term fixes by being the company and customer advocate and focusing on root-cause resolution tactics Collaborate with internal teams to troubleshoot, learn, and deliver timely resolutions holding a high regard for accuracy Maintain a knowledge of all client programs, products, and procedures and support various on-line booking tools and knowledge of multiple websites Effectively negotiate with vendors and external customers to reach an acceptable resolution for all parties including issues with loyalty points, redemptions, program exceptions, waiving of fees, etc. Maintain high levels of call quality based on outlined criteria; maintain appropriate level of confidentiality regarding information shared and observed. Keep immediate supervisor fully informed of all issues or unusual matters of significance and take prompt corrective action where necessary or provide suggestions for alternative courses of action Assist other Travel Advisors with questions on a real-time basis related to traveler policies and different booking applications, coaching Advisors on best practices to service all customers; monitor and manage agent errors, escalations, and customer exceptions, and update the information in a database used for tracking purposes Provide a professional level of energy and enthusiasm as well as favorable working relationships when partnering with internal and external customers and all departments to result in increased quality and customer service levels Required qualifications, capabilities, and skills: High School Diploma or equivalent Two or more years of experience in the travel industry to include intermediate to advanced knowledge/proficiency of the Global Distribution System (GDS) and/or other technology platforms including self-booking tools Demonstrate effective communication and interpersonal skills to effectively manage internal and external customer issues. Working knowledge of appropriate Microsoft Office programs such as Excel, Word, and Outlook; quick study of technical concepts. Excellent time management and multi-tasking ability to include advanced knowledge/proficiency using multiple screens in an online environment Ability to work independently, yet also function as a team member You must be willing to work varied hours including nights and weekends Shift / Schedule information: Work schedules will vary. Candidates must be willing to work schedules during our operating hours, which include evenings and weekends. Specific information will be provided by the Recruiter. This position requires that you attend the training as scheduled. The training hours may not coincide with your regularly scheduled hours.

As an Area Customer Experience Specialist (ACES), you will provide a best-in-class experience to both customers and colleagues, supporting branches within a region during their time of need. Providing multi-branch support helps you to gain additional experience and exposure to customer interactions that will enhance your knowledge and skills and allow you to be an excellent resource for branch colleagues across the region. Colleagues on the ACES team will have the opportunity to travel between local branches and will need to be adaptable to work in different locations that can change daily. Dependability is a key component of the role and colleagues on the ACES team must have access to reliable transportation to facilitate working in multiple branches. ACES will be culture carriers, creating impact into each branch that they visit. One of the many benefits of this role includes having a dedicated centralized leadership team that provides consistent coaching and skill development to help progress colleagues in their career. An Area Customer Experience Specialist is a financial concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. You will process customer transactions accurately and efficiently to provide exemplary customer service while educating customers on bank products, services and technology. In addition, an Area Customer Experience Specialist is also a resource to support colleagues in a branch helping to provide consistent and seamless experiences. Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. Duties & Responsibilities: Responsible for providing coverage in all aspects of branch banking including customer transactions, servicing customer needs and identifying opportunities to provide advice and guidance helping people along their financial journey and referring customers to other areas of the bank, as needed. Process customer transactions accurately and efficiently maintaining proper cash controls and balancing daily. Provide excellent customer service and effectively resolve customer issues. Educate customers on deposits, loans and provide support for any service or account maintenance issues Strong comfort level with technology educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking) to bank conveniently and manage their money. Adhere to all operational, security, risk and regulatory policies and procedures. NMLS licensing available as part of career development Notary licensing preferred. Be dependable and adaptable traveling to multiple branch locations throughout the week Perform other duties as assigned. Basic Qualifications: High School Diploma or GED Minimum of 1 year customer service and branch banking experience. Preferred Qualifications: Bachelor's degree Cash Handling Career minded individuals that want to join an organization where they can gain experience and build a career. Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills. Military service in administration, contracting, civil affairs or similar roles 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.

DescriptionJob Description This position is responsible for the day-to-day interaction between Huntington and the client, coordinating the closing of loans for Community Lending customers with 3MM Revenue, 350M Loan Amount, and 500M Aggregate Exposure, generally. Processes 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 customer interaction primarily through the Elite portal. Duties and Responsibilities: Partners with and supports Branch colleague on post-approval process by managing SBA Eligibility Review, Loan Closing, 3rd Party report ordering, due diligence collection, closing coordination, and managing customer expectations. Obtains all necessary collateral reports and information required to meet the terms and conditions of credit approval. Relays necessary due diligence items to customer via Elite Digital Lobby, orders required 3rd party reports (RIMS, title, etc.), and utilizes internal systems for pipeline management. Manages an active pipeline of approximately 30 deals each month. Partners with Sales Team, Credit Partners, Loan Servicing and 3rd party vendors to provide ensure efficient and timely closings. Process Business Banking small business loans in preparation for closing within expected service levels. Assist in providing exemplary service to lending customers of Huntington. Performs other duties as assigned. Basic Qualifications: High School Diploma, GED, or equivalent education Minimum of 2 years' experience financial services or credit sales, sales support, or operations and internet proficiency Preferred Qualifications: Small business lending experience Business lending product knowledge Excellent customer service and interpersonal skills Must have excellent written and verbal (face-to-face, phone, and chat) communication skills including professional grammar and demeanor Proven track record of working well in a team environment Strong organizational skills with attention to detail Sales Pipeline Management experience Ability to multi-task Experience with Salesforce MAX, ESS, AFS Vision, Velocity, RIMS, and HAWC 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.

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.

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.

First Merchants Bank is seeking a Customer Relationship Representative to join our team! This full time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial needs of bank customers. We support you so you can exceed personal sales and service goals while delivering a meaningful customer experience. As part of this role you will: Provide excellent customer service by: Responding to customer requests for banking transactions. Answering customer inquiries and problems with solutions that meet the customer's current needs. Continually building customer loyalty and customer advocates. Contribute to overall banking center operation by: Balance cash, daily transactions, vault and ATM. Understanding and ensuring compliance, regulations and reporting. Following information security policy and verification procedures to protect customer privacy. Assist with opening and/or closing banking center. Actively participate in a high performing sales environment by: Selling bank products, making customer referrals and other activities to support the goals. Knowing about all bank products. Participating in daily/weekly meetings and coaching sessions. Lead and act as an example to others by: Training, coaching, and guiding staff with operational and sales skills. Attending and/or completing applicable and required training sessions. Actively participating in leading the sales and service activities at the Banking Center. Assisting in banking center operations and ensure policies and procedures are followed. To be successful in this position, we require the following: High School Diploma or Equivalent. Minimum of 6 (six) months of experience selling products or services. Minimum of 1 (one) year of sales, banking and/or related experience. S.A.F.E. Act Registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). This must be met within 3 (three) months of hire date. Obtain Notary Public designation within twelve (12) months of employment. The following would be a plus: Prior banking experience. Ability to sell and cross-sell bank products and services. First Merchants offers the following: Base Pay PLUS Bonuses Medical, Dental and Vision Insurance 401k Health Savings and Flexible Spending Accounts Vacation/Sick Time Paid Holidays Paid Parental Leave Tuition Reimbursement Additional Benefits A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging." Apply today to begin your career with us!

First Merchants Bank is seeking a Customer Relationship Representative to join our team! This full time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial needs of bank customers. We support you so you can exceed personal sales and service goals while delivering a meaningful customer experience. As part of this role you will: Provide excellent customer service by: Responding to customer requests for banking transactions. Answering customer inquiries and problems with solutions that meet the customer's current needs. Continually building customer loyalty and customer advocates. Contribute to overall banking center operation by: Balance cash, daily transactions, vault and ATM. Understanding and ensuring compliance, regulations and reporting. Following information security policy and verification procedures to protect customer privacy. Assist with opening and/or closing banking center. Actively participate in a high performing sales environment by: Selling bank products, making customer referrals and other activities to support the goals. Knowing about all bank products. Participating in daily/weekly meetings and coaching sessions. Lead and act as an example to others by: Training, coaching, and guiding staff with operational and sales skills. Attending and/or completing applicable and required training sessions. Actively participating in leading the sales and service activities at the Banking Center. Assisting in banking center operations and ensure policies and procedures are followed. To be successful in this position, we require the following: High School Diploma or Equivalent. Minimum of 6 (six) months of experience selling products or services. Minimum of 1 (one) year of sales, banking and/or related experience. S.A.F.E. Act Registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). This must be met within 3 (three) months of hire date. Obtain Notary Public designation. Ability to multi-task in a fast-paced environment. In-depth knowledge of products/services offered by the bank (all lines of business). The following would be a plus: Prior banking experience. Ability to sell and cross-sell bank products and services. First Merchants offers the following: Base Pay PLUS Bonuses Medical, Dental and Vision Insurance 401k Health Savings and Flexible Spending Accounts Vacation/Sick Time Paid Holidays Paid Parental Leave Tuition Reimbursement Additional Benefits A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging." Apply today to begin your career with us!

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: * Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings * Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests * Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk * Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA * Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset Skills: * Account Management * Client Management * Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services * Emotional Intelligence * Referral Identification * Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy. Shift: 1st shift (United States of America) Hours Per Week: 37.5

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset Required Qualifications: Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) Possesses advanced industry knowledge and an understanding of investment products Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results Demonstrates a client-centric mindset, always acting in the best interest of the client Has the ability to learn and adapt to new information and technology platforms Desired Qualifications: Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience Is comfortable operating in a fast-paced environment with changing and evolving responsibilities Is detail oriented Demonstrates a commitment to continuous learning and professional growth Exhibits sound judgment and discretion when handling sensitive information Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce Demonstrates professional verbal and written communication skills Skills: Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services Emotional Intelligence Referral Identification Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy. Shift: 1st shift (United States of America) Hours Per Week: 37.5

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. Job Description: The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team. Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions. Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey. The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in: Developing a book of business in order to meet and exceed established performance hurdles Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning Organizing and managing resources (time, people, budget) to run a productive practice Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client Completing mandated training, assessments, performance goals and continuing education requirements We'll help you Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from our-award winning Academy at Bank of America and local leadership who are invested in your success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: Displays confidence working as a self-starter in a sales role Builds strong client relationships through effective communication and collaboration Displays a proactive mindset and effective time management Demonstrates a results-driven growth mindset and prioritizes client interests Identifies appropriate client solutions through application of learnings and new information Exceptional interpersonal and relationship building skills Effective communication skills (written and verbal) Proven ability to quickly build trust and credibility Proven ability to assess needs of and recommend appropriate solutions Proven ability to work both collaboratively on a team with key partners and independently Proven ability to listen and probe for clarity and understanding Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking Strong follow-through skills Computer/technical literacy and proficiency in applications such as Microsoft Suite Desired Qualifications: Bachelor's degree and/or a minimum of one year of work experience Learns and adapts to new technology or applications Executes multiple tasks simultaneously Job Responsibilities: Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs Skills: Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Trade Operations Management Administrative Services Client Investments Management Emotional Intelligence Referral Identification Written Communications This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Shift: 1st shift (United States of America) Hours Per Week: 37.5