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. not available for immigration sponsorship. GENERAL FUNCTION: Fifth Third Bank's Regulatory Reporting Quality Assurance department is responsible for performing independent and objective review and challenge of the Bank's Regulatory Reporting processes. The Quality Assurance department's scope and activities are focused on Fifth Third's Regulatory Reporting function and other departments/teams who are responsible for or contribute to a regulatory reporting filing.
The Regulatory Reporting Quality Assurance program includes the following key components:
+ Review of Foundational Standards, Governance and Oversight
+ Risk assessment
+ Plan and scope of report review coverage
+ End to end transaction testing
+ Review Issue Management identification, tracking and remediation
+ Continuous monitoring of the Regulatory Reporting process
+ Review the cross-report quality control process
Responsibilities include executing planning, testing, reporting and wrap-up activities on each quality assurance review of highly complex regulatory reports in accordance with established standards. Individuals in this role work as an individual contributor, often in a team environment, in the given engagements.
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 ensure 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 & RESPONSIBILITIES:
+ Participate in the execution of all quality assurance review activities such as planning, testing, reporting and wrap up phases in compliance with the Regulatory Reporting Quality Assurance methodology / standards and within the established timeframes.
+ Work with senior quality assurance staff to design test plans and review test results.
+ Participate in documenting business processes and technology management processes related to the activity/report being reviewed. Execute testing of foundational controls to assess adequacy of control design and operational effectiveness in managing risk.
+ Develop project management skills.
+ Accumulate evidence to support the quality assurance review conclusions through high quality documentation and work papers.
+ Work with senior quality assurance staff to develop findings and recommendations for inclusion in the quality assurance review report.
+ Use knowledge of risk and control concepts and industry trends to identify control deficiencies and recommendation process improvement ideas. Participate in the regulatory reporting issue follow-up processes.
+ Participate in the communication information to management through periodic update meetings, presentations, and quality assurance review reports.
+ Monitor Regulatory Reporting policies and procedures for compliance with Agency issued reporting requirements.
+ Establish, foster and maintain working relationships with peers and supervisory management within the business line and cross-functional lines to support an effective workflow and continuous communications. Deliver value to internal and external customer.
+ Assist in the identification and continuous monitoring of risks and other potential exposures to the Bancorp. Assist in the execution of continuous monitoring activities that effectively assesses changing risk and the impact on internal controls and planned quality assurance review activities.
+ Develop line of business and industry knowledge base and expertise to keep current on existing and emerging issues; apply this knowledge for the benefit of the Bank's risk-based quality assurance review program.
+ Assist management in continuous improvement of the quality assurance review function through special projects and process development activities.
+ Contribute to team effort by willingly sharing knowledge, being open to new ideas, applying knowledge in daily work, and building strong partnerships for learning and knowledge sharing.
+ Perform other tasks as assigned.
SUPERVISORY RESPONSIBILITIES:
None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ Bachelor's degree with a focus on Accounting, Finance or Information Technology.
+ One - two years' bank Audit, Accounting, Financial Reporting or large public accounting firm experience or three+ years' of general financial services industry experience.
+ Banking or financial services experience preferred.
+ Encouraged to pursue CPA, CIA or relevant certification.
+ Proficient with MS-Windows and other related PC applications. Possess the desire and ability to learn mainframe applications and automate data analysis tools and techniques.
+ Strong written and oral communication skills.
+ Demonstrated leadership, coaching and project management skills.
+ Results and goal oriented, possessing sound judgment and ability to apply logical/critical thought processes when developing business solutions.
+ Demonstrated ability to work both individually and in a team environment and display a positive business presence and sound judgment with management and external personnel.
+ Ability to maintain independence and objectivity in all aspects of position.
#LI-BP1
Regulatory Reporting QA Analyst
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 45202
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.
$71k-91k yearly est. 22d ago
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Systems Support Specialist-Onsite Cincinnati, Ohio
Fifth Third Bank, N.A 4.6
Fifth Third Bank, N.A job in Cincinnati, OH
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. Please note: This position is onsite 5 days a week at our Madisonville Office Building located at 5001 Kingsley Drive, Cincinnati, Ohio. We unable to provide remote or hybrid work arrangements.
GENERAL FUNCTION: This position takes incoming calls from Correspondent, Retail and Direct Mortgage employees and provides resolution to any technical issue they may have with the mortgage origination systems. This position also interfaces, vendors and Information Technology staff on a daily basis resolving complex customer issues related to the booking of new mortgage loans.
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:
+ Within appropriate timeframes, answer users' inquiries via telephone and email in a professional and courteous manner concerning system problems. Diagnose system hardware, software, and operator problems and. instruct end users in the use of equipment, software, and/or reference materials.
+ Serve as a liaison between the user and Information Technology ensuring issue resolution by intervening on user's behalf and maintaining ongoing communications and updates between parties.
+ Interface extensively with end users, management, and Information Technology, and occasionally with Data Processing in the resolution or escalation of desktop related problems. Mortgage Systems problems.
+ Perform triage of incoming calls and exercise appropriate judgment in resolving, transferring, and recommending remedial actions to correct problems based on knowledge of system operation.
+ Using available resources, system knowledge, and business and IT partners, troubleshoot and test issues or defects reported and exercise appropriate judgment in escalating problems of a more complex nature to more senior staff and/or Information Technology.
+ Maintain accurate records, procedures, and call logs for department and management reporting. Properly complete the appropriate defect reports, tickets, or forms used for customer reported issues adhering to departmental policies and procedures.
+ Accurately assess and perform mortgage change requests, and setup/changes to vendor, branch, and insurance companies.
+ Continually learn and develop knowledge of Mortgage systems, products, and processes.
+ Participate in team projects and engagement initiatives, act as a team leader for assigned projects, and mentor and train more junior employees.
+ Assumes additional responsibilities as assigned.
SUPERVISORY RESPONSIBILITIES: None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ High school diploma or equivalent required. Associates degree in related field preferred.
+ A minimum of 2 year of customer support, call center, contact center preferred. Previous technology related industry experience preferred.
+ Deadline and task-driven with ability to multi task.
+ Excellent verbal and written communication skills.
+ Strong analytical, attention to detail, and problem solving skills.
+ Good leadership, initiative, and interpersonal skills.
+ Ability to work independently, as well as in a team environment.
+ Excellent customer service skills.
+ Basic knowledge of computer hardware/software concepts and a working knowledge of Microsoft products.
+ Basic Mortgage knowledge preferred but not required.
Systems Support Specialist-Onsite Cincinnati, Ohio
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.
$82k-101k yearly est. 45d ago
Senior Home Lending Advisor - Dayton OH
Jpmorgan Chase 4.8
Dayton, OH job
**Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
**Job responsibilities**
+ Coaches and mentors the branch team by providing training on products and services.
+ Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
+ Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
+ Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
+ Builds role as the internal and external mortgage expert and maintains good relationships with customers.
+ Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
**Required qualifications, capabilities, and skills**
+ Bachelor's degree or equivalent work experience in sales and/or real estate
+ 3+ years of mortgage lending and proven sales experience in retail banking
+ Knowledge of real estate market in local area
+ Excellent written and oral communication skills
+ Knowledge of FHA, VA, FNMA, and FHLMC guidelines
**Preferred qualifications, capabilities, and skills**
+ FHA/VA sales experience
+ Marketing, promoting, relationship building, and consulting skills
+ Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **********************************************************************
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
$36k-70k yearly est. 60d+ ago
U.S. Private Bank - Private Banker - Vice President or Executive Director
Jpmorganchase 4.8
Cincinnati, OH job
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Connect your clients across all lines of business of J.P. Morgan Chase & Co.
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
Six plus years of work experience in Private Banking or Financial Services
Bachelor's Degree required
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
MBA, JD, CFA, or CFP preferred
Proactive, takes initiative, and uses critical thinking to solve problems
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
**Job responsibilities**
+ Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
+ Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
+ Demonstrate a deep understanding of financial markets and sound business judgement
+ Exhibit unwavering integrity that points toward doing right by clients at every opportunity
+ Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
+ Provide a holistic view of clients' needs and financial coaching beyond investments
+ Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
**Required qualifications, capabilities, and skills**
+ At least 2 years in a Financial Advisor role or equivalent financial services experience
+ Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
+ Demonstrated ability and commitment to goals-based planning and advice
+ A valid and active Series 7
+ A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
+ A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
**Preferred qualifications, capabilities, and skills**
+ Certified Financial Planning (CFP ) certification is preferred
+ Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
- NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
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
$51k-101k yearly est. 60d+ ago
Private Wealth Client Associate
Bank of America 4.7
Cincinnati, OH job
Cincinnati, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************
**:**
_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
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$41k-51k yearly est. 57d ago
Exceptions Processing Researcher II
Fifth Third Bank, N.A 4.6
Fifth Third Bank, N.A job in Cincinnati, OH
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: Under minimal supervision, completes research and adjustments and special loans processing for mortgages. Provides quality customer service to external as well as internal customers by meeting target SLAs.
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 & RESPONSIBILITIES:
+ Investigates customer, retail and/or affiliate inquiries and independently researches and resolves problems related to ARM Loans, Balloon Loans, Modifications, Soldiers and Sailors Civil Relief Act, Fee Waivers, Buy-downs, etc.
+ Prepares legal documents related to ARM loans, Principal Reduction modifications, etc and make monetary transactions to update new loan parameters to system.
+ Compiles and/or balances data for reports, general ledger accounts, and entries for processing.
+ Performs quality control assessments for completed tasks and makes appropriate procedure recommendations, updates and completes applicable training.
+ Processes Unintentional Balloon Loans, notify customers according to investor requirements and process accordingly, refer to default as needed.
+ Maintain and update ARM indices as reported by the Fed.
+ Complete ARM and Principal Reduction loan modifications on current loans and process to system. Process all mortgage to appropriate system.
+ Monitor accounts that qualify under the Soldier's and Sailor's Relief Act, ensure all adjustments are made to the account and the customer is monitored for discharge in accordance with the Act and investor requirements.
+ Perform manual rate changes for ARMs that have annual or semi-annual rate change cycles and other ARM loans with freeze codes.
+ Monitor AllRegs for changes in regulations that may affect Loan Servicing.
+ Work special projects as assigned by Manager.
+ Other duties as assigned.
SUPERVISORY RESPONSIBILITIES: None.
MINIMUM KNOWLEDGE & SKILLS REQUIRED:
+ Associate's Degree or equivalent work experience.
+ Minimum 5 years advanced level mortgage banking experience in servicing or operations.
+ Knowledge of the fundamental concepts related to mortgage.
+ Knowledge of the Bank's, Investor's, Government and Underwriting Program requirements.
+ Knowledge of all documents used by the Bank in the origination of FHA, VA and conventional loans.
+ Computer literate with intermediate proficiency in Microsoft Outlook, Word, Excel and Access (or equivalent database reporting programs).
+ Excellent Customer Service Skills.
+ Strong verbal and written communication skills.
+ Strong analytical skills.
+ Ability to work efficiently with a low margin of error.
+ Ability to work independently and meet deadlines.
Exceptions Processing Researcher II
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.
$66k-89k yearly est. 60d+ ago
Wealth Management Banking Specialist
Bank of America 4.7
Cincinnati, OH job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America 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 Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for partnering with Merrill Financial Advisors (FAs) to deliver banking and borrowing solutions to their clients. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing servicing of those solutions. Job expectations include providing comprehensive banking solutions to clients, serving as a digital product expert, as well as identifying and encouraging FA client referrals to other Bank of America specialists.
Responsibilities:
Emphasizes broader banking implications and benefits to Financial Advisors (FAs) and their teams to promote incorporation of banking into day-to-day FA practices and operations
Partners with Financial Advisor teams to educate clients on banking products and help navigate complex client situations
Delivers a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt
Ensures exceptional client service quality delivery by supporting the operational execution of tasks and conducting follow-up routines to meet client needs
Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs
Required Qualifications:
Demonstrates proven results exceeding goals in a client-centric, results-driven environment
Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships and demonstrates a commitment to providing personalized service
Has demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
Exhibits proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction
Can build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Demonstrates initiative, a commitment to continuous learning and the ability to adapt to changing demands and requirements to grow one's career
Applies strong critical thinking and problem-solving skills to meet clients' needs
Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
Can learn and understand technology to assist clients with the latest in Digital and Digital banking
Desired Qualifications:
Experience in the financial services industry working with high-end clients providing advice on products and solutions for any stage of their lives
Knowledge of banking (lending/savings/transactional) and investing products and services along the latest online and digital capabilities
Prior sales experience in a salary plus incentive environment with individual goals, where goals were routinely met or exceeded
Prior experience providing excellent service to high-end clients and excelling in that environment
Skills:
Deposit Solutions Product Knowledge
Customer and Client Focus
Influence
Relationship Building and Networking
Executive Presence
Sales Performance Management
Analytical skills
Presentation skills
Influencing skills
Problem solving
Active listening and Communication skills
Relationship Building
Industry knowledge
Time management
Resilience
Collaboration
Business development focus
Ability to overcome objections.
Minimum Education Requirement: Bachelors Degree preferred, High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$24k-32k yearly est. Auto-Apply 23d ago
Home Lending Specialist
Fifth Third Bank 4.6
Fifth Third Bank job in Cincinnati, OH
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: Responds to advanced customer needs, via telephone or email, focusing on answering inquiries for new mortgage loans. Assesses customer needs and cross sells additional bank products.
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:
* Answer incoming phone calls from potential customers regarding request/question concerning New Mortgage Loans.
* Actively identify and cross sell additional bank products.
* Processing Customer application request.
* Facilitating the account approval process with underwriting, processing, and closing departments.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
* College degree preferred. Must have at least 1-2 mortgage loan, or related experience.
* Interpersonal skills required, as communication is a primary function of the job.
* Must have thorough knowledge of company products.
* This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
#LI-TM2
Home Lending Specialist
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.
Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request.
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.
$71k-85k yearly est. Auto-Apply 2d ago
Part Time (20 Hours) Associate Banker, Mulberry Milford Branch, Milford, OH
Jpmorgan Chase 4.8
Milford, OH job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
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
$29k-35k yearly est. 27d ago
Part Time Associate Banker Cincinnati North (30 Hours)
Jpmorgan Chase 4.8
Cincinnati, OH job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
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
$19k-39k yearly est. 60d+ ago
Capital Markets Senior Trader
Fifth Third Bank 4.6
Fifth Third Bank job in Cincinnati, OH
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:
Responsible for the pricing, sale, and hedging of agency, whole, and portfolio loans in accordance with corporate objectives.
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:
Analyze markets and position reports in order to make trading decisions.
Maintain position within FTMC trading policy limits with daily trading activity.
Ensure position reports are accurate and represent product that should be hedged.
Perform best execution analysis and take action to achieve optimal results, directing the shipping area.
Develop and maintain department procedures, ensuring procedures are appropriate and being followed.
Oversee rate sheet preparation and distribution, ensuring accuracy and timeliness.
Implement and maintain QRM risk management system.
Develop and train trading staff.
Identify and implement processes to improve results including electronic trading and specified pooling.
Forecast and report actual monthly gain/loss schedules.
Back-up Whole Loan Trader when required.
Responsible for mark to market of pipeline and hedge positions.
Maintain relationships with Wall Street dealers and investors.
Aid in product development and cross-sell efforts.
Coordinate whole loan package cross-sell through Fifth Third institutional sales group.
#LI-RD1
SUPERVISORY RESPONSIBILITIES:
Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
Four-year college degree in Business, Finance, or related field preferred.
5 or more years experience in Mortgage Banking and/or finance in loan brokerage and trading.
Knowledge of Mortgage Banking and/or lending practices and extensive knowledge of secondary mortgage market requirements including BMA guidelines, agency and other investor guidelines.
Strong background in fixed income and derivative products including options.
Detail orientation, effective communication skills, good analytic abilities, and experience with integrated software applications such as Microsoft Office.
Capital Markets Senior TraderTotal Base Pay Range 96,500.00 - 207,500.00 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.
$79k-94k yearly est. Auto-Apply 1d ago
Senior Wealth Strategist
Fifth Third Bank, N.A 4.6
Fifth Third Bank, N.A job in Cincinnati, OH
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: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships involving complex financial issues and strategies, typically including multi-generational trusts, closely held business entities, corporate executives, and private foundations. Provides professional consulting / advisory services to clients through the development, delivery and implementation of a customized wealth plan, which includes proactive, high impact, multi-generational planning solutions based upon each client's facts and circumstances.
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:
+ Responsible for delivering customized wealth plans, which include proactive, high impact, planning solutions based upon each client's facts and circumstances.
+ Provides professional consulting / advisory services and solutions to clients through the development, delivery and implementation of advanced planning techniques: (estate, tax, insurance, option, investment, retirement).
+ Reviews all client deliverables for which planner is the lead.
+ Plays a major role in the sales process in acquiring significant relationships: Identifies issues and planning opportunities for review and discussion with the client and the client's advisors.
+ Conducts research related to the use of various complex tax and estate planning strategies under consideration by clients and develops financial modeling and flowcharts to demonstrate the economic impact of the strategies.
+ Delivers the wealth plan to clients and their advisors in a clear and understandable manner and responds to their questions.
+ Develops proactive, reciprocal calling and referral relationships with client relationship managers and sales officers to create strategies and opportunities for high net worth client base.
+ Coaches and counsels RMs on financial planning strategies via formal training or as part of client relationship reviews.
+ Develops and expands relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities.
+ Assists with development and presentation of training programs:
+ Must be able to converse with clients, their advisors, and RMs convincingly.
+ Maintains knowledge of complex, advanced planning techniques and relevant legislative, regulatory and case law changes.
+ Attends community and/or industry-specific forums, conferences and/or meetings in order to broaden relations, network and continually deepen knowledge of trends, practices, products and competitors.
+ Participates actively in community affairs and professional associations.
+ Displays the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority.
+ Supports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results.
+ Participates in the ongoing development of the wealth planning process.
+ SUPERVISORY RESPONSIBILITIES:
+ Responsible for providing Wealth Planning Analyst and Planners timely, candid and constructive feedback; develop Analysts and Planners to their fullest potential and provide challenging opportunities that enhance employee career growth; recognize employees for accomplishments.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ Bachelor's degree required.
+ CFP, JD, or CPA, or LLM required.
+ 10+ years in financial and/or estate planning related work, preferably at a high quality professional financial services company or firm.
+ High level of technical expertise in estate, tax, option, retirement, insurance, investment and cash flow/capital needs planning analysis.
+ Advanced listening, written, and oral communication skills.
+ Experience in sales and/or marketing.
+ Resourcefulness in finding creative solutions.
#LI-TC1
Senior Wealth Strategist
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 -- Boca Raton, Florida 33433
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.
$90k-111k yearly est. 60d+ ago
Consumer Contact Center Professional I 9:00A-6:00P MTWF/Sat 10:00A-4:00P
Fifth Third Bank 4.6
Fifth Third Bank job in Cincinnati, OH
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: Handles telephone calls providing outstanding customer service. By using job knowledge and the information available, makes every effort to answer the customer's question/solve the problem. Educates the customer about Bank products and services, and up sells and cross-sells other products based on the customer's needs.
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:
* Handles customer calls in a professional, courteous manner.
* Provides accurate information to the customer. Explains products and policies so the customer can understand.
* Handles some complex customer inquiries in areas of expertise.
* Makes every effort possible to answer the customer's question or solve the problem during the call, without transferring the customer to another employee or department. When follow-up is required, doing so within the timeframe committed to the customer.
* Wherever possible help educate and convert the customer to a different or an additional self-service channel available.
* Consistently offer more cost effective service channels.
* Follows departmental policies and procedures, particularly in regards to customer confidentiality
* Accurately enters or confirms customer information into various systems; initiates and/or completes proper request forms in assisting customers.
* Effectively uses computer systems for tracking, information gathering, and/or troubleshooting.
* Suggest improvements and changes to processes and policies to improve productivity or customer satisfaction.
* Perform any other duties assigned.
* Continually learning and developing knowledge of Bank products and services.
SUPERVISORY RESPONSIBILITIES:
None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
* High school education or equivalent.
* Must be able to perform data entry and basic computer skills.
* Be able to understand and respond to customer inquiries in one or multiple product categories.
* Excellent customer service skills and the ability to articulate and explain information clearly.
* Previous customer service or call center experience preferred.
* Excellent telephone communication skills are essential.
* Must be able and willing to learn about Bank products and services.
* Good problem solving skills.
Consumer Contact Center Professional I 9:00A-6:00P MTWF/Sat 10:00A-4:00P
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.
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. not available for immigration sponsorship. The Capital, Resolution & Recovery Analyst - Governance will support the development and implementation of strategies to ensure the organization's financial stability and compliance with regulatory requirements. This role involves assisting with governance and reporting for capital planning, resolution planning, and recovery planning processes, which seek to mitigate risks and enhance the organization's resilience.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.Duties & Responsibilities
+ Capital Planning, Resolution Planning, and Recovery Planning:
+ Assist in the preparation and maintenance of governance and reporting materials related to capital planning, resolution planning, and recovery planning in line with regulatory standards.
+ Support stress testing procedures, policy development and maintenance.
+ Support resolution planning and recovery planning procedure and policy development and maintenance.
+ Collaborate with finance and risk management teams to develop and ensure adherence to project plan for capital planning, resolution planning and recovery planning processes.
+ Collect and organize information from various departments to support ongoing governance process.
+ Risk Management:
+ Identify and assess risks related to capital, resolution, and recovery planning.
+ Stay informed about regulatory changes and industry best practices.
+ Provide support in developing risk mitigation strategies and recommendations.
Minimum Knowledge, Skills And Abilities Required
+ Bachelor's degree in finance, Economics, Business Administration, or a related field.
+ Minimum of 2-3 years of experience in capital planning, resolution planning, recovery planning, or a related field within the financial services industry.
+ Basic understanding of regulatory requirements and guidelines related to capital, resolution, and recovery planning.
+ Strong analytical, problem-solving, and communication skills.
+ Proficiency in financial modeling and data analysis tools.
+ Ability to work collaboratively in a team environment and manage multiple tasks.
+ Exposure to working on projects with strong attention to detail and accuracy.
+ Prefer proficiency in PowerPoint or in presentation creation tools.
#LI-BP1
Capital, Resolution & Recovery Analyst - Governance
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 45202
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.
$76k-88k yearly est. 60d+ ago
Equipment Finance - Medical & IT Asset Valuation & Liquidation Analyst
Fifth Third Bank, N.A 4.6
Fifth Third Bank, N.A job in Cincinnati, OH
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 Equipment Finance - Medical & IT Asset Valuation & Liquidation Analyst (Technology Finance Senior Product Analyst) is responsible for working with the Product Manager to direct and facilitate the shipping of off-lease equipment. The Technology Finance Product Senior Analyst position is part of our Equipment Finance's Technology Finance team.
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:- Determine bank's future value risk by assigning future wholesale and/or residual values to equipment with direction from the Technology Finance Product Manager. - Make purchasing/selling decisions that may impact bank profitability with partnership from the product manager team. - In conjunction with the product manager team, research and identify markets, various products, and merchandising opportunities- Work with the Technology Finance Product Manager to set up products and manage products and promotions.- Identify correct equipment specifications to properly arrange and contract for freight shipments on the bank's behalf. - Coordinate freight purchase order processing with clients. - Arrange and monitor freight shipments with clients and sales team. - Work with customers and submit quotes for freight requests with special attention on split freight - Submit freight purchase orders along with the rebilling of freight invoices and damage assessments.- Responsible for maintaining real-time inventory and shipping schedule. - Capture data and organize monthly, quarterly and annual reporting of sales and current sitting inventory per asset category. Provide analysis and recommendations bases off report results- Communicate with customers to resolve open issues. - Work directly with vendors- Provide support to the identification, education and onboarding of our more complex vendors- Negotiate with vendors on cost, volume, incentives, rebates, advertising, and other applicable allowances- Pull vendor invoices and lease documentation from files to confirm proper equipment description- Resolve issues such as missing or incomplete returned assets- Evaluate current processes, identify and implement improved document and recording mediums (Shipping Forms, Inventory Reports).- Update personal knowledge by participating in industry related educational opportunities, with a goal of providing input to aid in the research and identify markets, various products, and merchandising opportunities.- Responsible for training and mentoring more junior Technology Finance Product Analysts.- Various projects and other duties as assigned
SUPERVISORY RESPONSIBILITIES: None
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:- Bachelor's degree required. Prefer degree in Business (e.g. Business Administration, Finance, Accounting)- 3+ years of experience in any combination of a) pre-owned IT or medical equipment market, b) equipment finance, or c) liquidation of moderate levels of remote inventory.- 5+ years of in person or telephonic interaction with clients in any capacity where they are solving customer issues or negotiating favorable outcomes.
- Excellent organizational skills that allow the ability to effectively prioritize workload and multi-task- Excellent attention to detail- Must have excellent oral and written communication skills- Proficient in Microsoft Office Suite, particularly Word and Excel- Self-motivated- Must be persistent and resourceful- Must possess a strong work ethic- Works well with team members
WORKING CONDITIONS:- Normal office environment with little exposure to dust, noise, temperature and the like.- Extended time at desk and/or viewing computer screen.
All the above duties and responsibilities are essential job functions for which reasonable accommodation will be made. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. This position description is not to be construed as an exhaustive statement of duties, responsibilities or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodation.
Equipment Finance - Medical & IT Asset Valuation & Liquidation Analyst
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 45202
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.
$70k-87k yearly est. 20d ago
Digital Loan Specialist
Fifth Third Bank, N.A 4.6
Fifth Third Bank, N.A job in Cincinnati, OH
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. YOUR RESPONSIBILITIES: The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.
+ Provide Product Expertise: Responsible for subject matter expertise of all equity lending products and services.
+ Communicate Effectively: Effective communication with borrowers, peers, underwriters, and other business partners regarding all origination activities.
+ Support Application Processes: Participate in the income, appraisal, and title processes of centralized applications.
+ Identify Borrower Needs: Identify additional borrower needs through consultative conversations and facilitate the opening of the applicable products.
+ Recommend Lending Solutions: Identify potential solutions for borrowers through exceptions or alternate lending products.
+ Serve as Primary Contact: Act as the primary point of contact for all involved parties adhering to proper communication standards throughout fulfillment process.
+ Manage Communications: Responsible for inbound & outbound phone communications and emails, ensuring all information is delivered professionally, accurately, and in a timely manner.
+ Manage Application Pipeline: Actively manage pipeline of applications and stay w/in department service level agreements, while consistently meeting all quality & productivity standards.
+ Improve Customer Service: Actively participate in ongoing efforts to continually improve customer service for internal and external customers.
+ Support Team Development: Responsible for ongoing training, mentorship and development of team members.
+ Monitor Pipeline Reports: Assist in regular monitoring of reports utilized for pipeline management and compliance.
MINIMUM REQUIREMENTS:
We require a Highschool Diploma, along with four years or more of consumer lending processing or retail banking.
REQUIRED SKILLS:
Qualified candidates will possess a degree of proficiency (typically from 4 or more years of work or practical experience), in:
+ Consumer Lending Knowledge: Extensive knowledge of consumer, retail and loan policies, procedures and products and consumer lending guidelines.
+ SAFE Act Certified: This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System ("NMLS").
+ Operational Issue Resolution: Demonstrated ability to resolve complex operational issues and de-escalate customer concerns.
+ Multitasking Ability: Able to handle multiple tasks and perform under pressure.
+ Policy Analysis: Able to analyze policies, procedures and guidelines in a way that maximizes productivity but protects the level of risk desired.
+ Fulfillment Process Knowledge: Knowledge of processing procedures; knowledge of underwriting and/or closing procedures.
+ Regulatory Knowledge: Knowledge of federal lending regulations governing residential real estate lending.
+ Organizational and Time Management Skills: Proven organizational and time management skills required.
+ Communication Skills: Strong written and verbal communications skills required.
+ Teamwork and Customer Service: Demonstrated teamwork and customer service.
+ Technology Proficiency: Strong PC skills required, experience with loan origination systems, platform tools and technology required.
Please refer to the "Skills for Success" section to learn how to stand out as an applicant.
SKILLS FOR SUCCESS:
Qualified candidates will possess a degree of proficiency (typically from 6 years of work or practical experience), across a suite of skills including, but not limited to:
+ Customer Service: 6+ years of experience in customer service role involving consultative sales preferred.
+ Bachelor's Degree: possessing a bachelors degree in a relevant discipline is preferred.
DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets -including you .
Digital Loan Specialist
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.
$91k-108k yearly est. 60d+ ago
Sr Credit Analyst - Metals, Materials and Construction
Fifth Third Bank, N.A 4.6
Fifth Third Bank, N.A job in Cincinnati, OH
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 Senior Credit Analyst is primarily responsible for partnering with Portfolio Managers, supporting the daily duties of underwriting and monitoring credit while performing analytical tasks and identifying risks or issues as needed. In addition, a successful Senior Credit Analyst will be able to draft documents and prepare for credit reviews with limited support from the Portfolio Managers. The Senior Credit Analyst demonstrates extensive knowledge of financial and risk analysis and expertise in financial modeling.
The Senior Credit Analyst demonstrates proficiency in underwriting, with the ability to complete the underwriting process from beginning to end with limited oversight. Additionally, the Senior Credit Analyst will attend and support Portfolio Reviews as needed.
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:
+ Partner with Portfolio Managers in credit and underwriting, performing analytical tasks as needed.
+ Use critical thinking to identify and draft documentation.
+ Responsible for regularly completing indicative credit information into Banking Systems with little to no errors.
+ Responsible for preparing risk-rating scorecard and performing tickler event analysis to identify potential risks.
+ Responsible for developing risk models and advising PMs of unforeseen obstacles that may impede meeting client expectations.
+ Identify and determine monitoring analysis activities required.
+ Verify covenants and define updates needed on ticklers.
+ Monitor covenant completion and track past due or out of compliance covenants and recommend appropriate course of action.
+ Responsible for assessing covenant compliance reporting and identifying issues.
+ Review covenant compliance certificates to understand performance and determine actions remediate breaches.
+ Update financial covenants and calculations as needed.
+ Run Probability of Default (PD) model with oversight.
+ Responsible for understanding and evaluating completed spreads to determine necessary edits working in collaboration with the CCU team.
+ Responsible for identifying and recommending preliminary portfolio management actions using Credit Service reporting and RADAR with some oversight.
+ Prepares ALSR reports with oversight.
+ Responsible for running risk and projection models with oversight assumptions provided.
+ Responsible for completing underwriting process with limited oversight.
+ Create and complete a CAM with little to no errors.
+ Review and re-write renewals for deals of limited complexity.
+ Responsible for portfolio analysis and the development for Portfolio Reviews in preparation for client meetings.
+ Support Portfolio Managers and special projects.
+ Take appropriate remedial actions to resolve deficiencies and escalates questions/disputes to appropriate level when necessary.
+ May assist with training of new employees.
+ May work on special projects as assigned by management.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting).
+ 3+ years of Commercial Banking experience.
+ Sound Financial and risk analysis understanding, including the ability to develop financial models.
+ Extensive Knowledge of banking products and services.
+ Knowledge of corporate business structure and legal documents.
+ General knowledge of U.S. government and regulation.
+ Knowledge of the local or regional market preferred, but not required.
+ Proficiency in internal banking applications.
+ Strong verbal and written communication skills.
+ Demonstrated expertise in using effective problem solving and analytical skills with ability to handle and prioritize multiple tasks.
+ Proficient in all Microsoft Office software.
WORKING CONDITIONS:
+ Normal office environment with little exposure to dust, noise, temperature and the like.
+ Minimal travel required.
At Fifth Third Bank, we understand the importance of rewarding our employees for their hard work and dedication, therefore, our Total Rewards offering includes a differentiated compensation package and comprehensive benefits.
Benefits:
Our benefits programs are designed to support the health, happiness, and financial well-being of our employees and their families. Your benefits will include access to comprehensive medical, dental, and vision coverage, a 401(k) plan and employee stock purchase plan that both offer a generous employer match, flexible paid time off, comprehensive leave programs, and unique benefits to support your overall mental and physical wellness. For additional details, please contact your recruiter.
Compensation:
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the US. 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.
Sr Credit Analyst - Metals, Materials and Construction
Total Base Pay Range 69,800.00 - 143,100.00 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 -- Charlotte, North Carolina 28202
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.
$80k-98k yearly est. 60d+ ago
ATM Network Analyst
Fifth Third Bank, N.A 4.6
Fifth Third Bank, N.A job in Cincinnati, OH
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: Under minimal supervision, oversees and coordinates time sensitive projects, resolves ATM hardware and software problems, provides technical troubleshooting expertise to multiple layers of management as well as external vendors.
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.
DUTIES & RESPONSIBILITIES:
+ Provides problem resolution for hardware communication issues, moderate to complex ATM software issues, and technical setup configuration issues.
+ Interface with network control, device support, network command center, information technology, retail, cash management, and ATM processor.
+ Analyze and evaluate recurring problems using terminal availability reports, online systems, internal and external reporting to make improvements in ATM availability.
+ Diagnose ATM hardware, software, configuration, and procedure problems and take corrective action.
+ Manages medium to complex projects involving upgrading of ATMs including hardware, software, and communications equipment.
+ Provide phone support for service vendors and financial center staff.
+ Assist with ATM data analysis and reporting as needed.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ Two to four year college degree or equivalent work experience.
+ Minimum three to five years of ATM or communication related experience.
+ Ability to analyze hardware, software, network or procedural problems and resolve them.
+ Detailed knowledge of ATM hardware, software, and electronic dispatching.
+ Adept with Microsoft Office product suite including Excel, Word, Outlook and PowerPoint.
+ Excellent organizational and computer skills.
WORKING CONDITIONS:
+ Normal office environment with little exposure to dust, noise, temperature and the like.
+ Extended viewing of computer screen.
+ Some local travel.
+ Extensive telephone communication.
All the above duties and responsibilities are essential job functions for which reasonable accommodation will be made. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. This position description is not to be construed as an exhaustive statement of duties, responsibilities or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodation.
ATM Network Analyst
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.
$77k-97k yearly est. 20d ago
PCS Portfolio Manager
Fifth Third Bank 4.6
Fifth Third Bank job in Cincinnati, OH
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.
ABOUT THE ROLE:
Acts within established investment policy guidelines to recommend and execute investment programs designed to achieve the objectives of a significant volume of client accounts and/or relationships. Delivers an exceptional client experience while achieving sales and retention goals. As the Portfolio Manager, primary functions include investment management, client service and support of new business efforts. Client interactions are generally limited to phone, video and e-mail interactions.
YOUR RESPONSIBILITIES:
The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.
Client Development: Develop satisfied clients and new sources of asset management revenue through frequent contact with relationships, generally of low to medium complexity and size.
Business Collaboration: Work with business partners and participate in One Bank activities, including One Bank meetings, pre-call planning, and post call follow-up to win new business opportunities, when applicable.
Investment Planning: Consult with clients and advisors to develop investment objectives and implement a suitable investment plan, maintaining an Investment Policy Statement (IPS) for each client relationship.
Proposal Presentation: Meet with prospects and clients, preparing and presenting proposals for investment management.
Account Administration Coordination: Work with Trust and/or Account Officers to learn the intentions of the trust, IRA, or agency agreement and identify the most appropriate investment policy to accomplish client objectives.
Portfolio Management: Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk and best interest of the client.
Team Engagement: Regularly engage with peers and business partners to ensure effective communication regarding client objectives and coordination of portfolio changes.
Market Awareness: Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research.
Trend Analysis: Keep informed of market trends and analyze the effect of these trends on clients' investment portfolios.
Policy Compliance: Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions.
Other Duties: Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team's and the company's mission.
MINIMUM REQUIREMENTS:
Bachelor's degree; a major in Finance, Accounting, Economics, or Business Administration preferred.
Three or more years of professional experience; money management, investment research or financial services experience preferred.
REQUIRED SKILLS:
Qualified candidates will possess a moderate degree of proficiency (typically from 3+ years of work or practical experience), in:
Communication: Strong interpersonal, written and verbal communication skills, and presentation skills.
Problem Solving & Analytical Thinking: Applies strong analytical skills to evaluate investment options, solve complex client challenges, and make data-informed decisions.
Strategy Knowledge: General knowledge of the firm's investment strategies, products, and portfolio construction methodologies.
Software Proficiency: Proficient in the use of Microsoft Office software including Word, Excel PowerPoint, and CoPilot.
SKILLS FOR SUCCESS:
Qualified candidates will possess a moderate degree of proficiency (typically from 3+ years of work or practical experience), across a suite of skills including, but not limited to:
Client Experience: Delivers an exceptional client experience while achieving sales and retention goals.
Team Collaboration: Works effectively with internal and external partners to achieve shared goals and support client needs.
Organization: Demonstrates exceptional organizational skills to manage multiple client accounts and priorities efficiently.
Adaptability: Adapts quickly to changing priorities, market conditions, and client needs with a flexible and proactive approach.
DOING THE RIGHT THING:
Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets - including you.
PCS Portfolio Manager
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 45202
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.