Client Relationship Representative (Universal Banker)
Client representative job at First Merchants
First Merchants Bank is seeking a Customer Relationship Representative to join our team! This full time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial needs of bank customers. We support you so you can exceed personal sales and service goals while delivering a meaningful customer experience.
As part of this role you will:
Provide excellent customer service by:
Responding to customer requests for banking transactions.
Answering customer inquiries and problems with solutions that meet the customer's current needs.
Continually building customer loyalty and customer advocates.
Contribute to overall banking center operation by:
Balance cash, daily transactions, vault and ATM.
Understanding and ensuring compliance, regulations and reporting.
Following information security policy and verification procedures to protect customer privacy.
Assist with opening and/or closing banking center.
Actively participate in a high performing sales environment by:
Selling bank products, making customer referrals and other activities to support the goals.
Knowing about all bank products.
Participating in daily/weekly meetings and coaching sessions.
Lead and act as an example to others by:
Training, coaching, and guiding staff with operational and sales skills.
Attending and/or completing applicable and required training sessions.
Actively participating in leading the sales and service activities at the Banking Center.
Assisting in banking center operations and ensure policies and procedures are followed.
To be successful in this position, we require the following:
High School Diploma or Equivalent.
Minimum of 6 (six) months of experience selling products or services.
Minimum of 1 (one) year of sales, banking and/or related experience.
S.A.F.E. Act Registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). This must be met within 3 (three) months of hire date.
Obtain Notary Public designation.
Ability to multi-task in a fast-paced environment.
In-depth knowledge of products/services offered by the bank (all lines of business).
The following would be a plus:
Prior banking experience.
Ability to sell and cross-sell bank products and services.
First Merchants offers the following:
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
Client Relationship Representative (Universal Banker)
Client representative job at First Merchants
First Merchants Bank is seeking a Customer Relationship Representative to join our team! This full time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial needs of bank customers. We support you so you can exceed personal sales and service goals while delivering a meaningful customer experience.
As part of this role you will:
Provide excellent customer service by:
Responding to customer requests for banking transactions.
Answering customer inquiries and problems with solutions that meet the customer's current needs.
Continually building customer loyalty and customer advocates.
Contribute to overall banking center operation by:
Balance cash, daily transactions, vault and ATM.
Understanding and ensuring compliance, regulations and reporting.
Following information security policy and verification procedures to protect customer privacy.
Assist with opening and/or closing banking center.
Actively participate in a high performing sales environment by:
Selling bank products, making customer referrals and other activities to support the goals.
Knowing about all bank products.
Participating in daily/weekly meetings and coaching sessions.
Lead and act as an example to others by:
Training, coaching, and guiding staff with operational and sales skills.
Attending and/or completing applicable and required training sessions.
Actively participating in leading the sales and service activities at the Banking Center.
Assisting in banking center operations and ensure policies and procedures are followed.
To be successful in this position, we require the following:
High School Diploma or Equivalent.
Minimum of 6 (six) months of experience selling products or services.
Minimum of 1 (one) year of sales, banking and/or related experience.
S.A.F.E. Act Registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). This must be met within 3 (three) months of hire date.
Obtain Notary Public designation within twelve (12) months of employment.
The following would be a plus:
Prior banking experience.
Ability to sell and cross-sell bank products and services.
First Merchants offers the following:
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
Client Service Associate - NR
Canfield, OH jobs
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
What We're Looking For
* Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
* Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
* Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
* Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
* Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.
* Provide reports and other information to FA(s), as requested.
* Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
* Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.
What You'll Bring
* Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
* Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
* Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
* Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
* Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
* Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.
Education & Experience
* Minimum Required: High School Diploma or equivalent
* Minimum Required: 2 years clerical/related industry
Licenses & Credentials
* Minimum Required: None
Systems & Technology
* Proficient in Microsoft Excel, Word, PowerPoint, Outlook
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
Auto-ApplyClient Service Associate - NR
Blue Ash, OH jobs
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
What We're Looking For
* Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
* Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
* Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
* Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
* Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.
* Provide reports and other information to FA(s), as requested.
* Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
* Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.
What You'll Bring
* Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
* Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
* Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
* Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
* Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
* Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.
Education & Experience
* Minimum Required: High School Diploma or equivalent
* Minimum Required: 2 years clerical/related industry
Licenses & Credentials
* Minimum Required: None
Systems & Technology
* Proficient in Microsoft Excel, Word, PowerPoint, Outlook
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
Auto-ApplySBA Client Specialist
Columbus, OH jobs
Client Specialist for Government Guaranteed - Small Business Association (SBA) 7a line of business, provides administrative support for the SBA Product Specialist Sales Team and is responsible for the day to day interaction between Huntington and the client, coordinating the closing of SBA 7a loans. Processes SBA 7a loans in preparation for closing within expected service levels. Obtains all necessary collateral reports and information required to meet the terms and conditions of credit approval. This role requires calling and constant customer interaction.
Duties & Responsibilities:
Provide administrative support for the SBA Product Specialist Sales Team and is responsible for the day to day interaction between Huntington and the client, coordinating the closing of SBA Express loans.
Process SBA 7a loans in preparation for closing within expected service levels.
Obtain all necessary collateral reports and information required to meet the terms and conditions of credit approval. Works with UCC secured, titled collateral, commercial real estate, construction, and public sector programs.
Manage a customer pipeline as well as expediting the loan closing process within expected service levels.
Facilitate the referral process between SBA 7a and other areas of the bank, establishing strong intra-bank relationships.
Generate commitment letters, order all 3rd party reports and title work, track expenses and fees, engage legal counsel for trusts, deed restrictions, and unique language, collect all items required to drive a deal toward closing.
Coordinate the closing date with the customer and the markets, while managing an active pipeline of approximately 20 deals each month.
Performs other duties as assigned.
Basic Qualifications:
High School Diploma or equivalent required
A minimum of one year of experience with consumer or business banking loans, and customer service, sales, or client management
Preferred Qualifications:
Excellent organizational, multi-tasking and time management skills
Ability to work in a fast-paced, production environment.
Experience with SBA lending
Experience with Huntington Business Banking & Velocity programs
Very strong Sales/Customer Service skills
Strong written and verbal communication skills to include the ability to interact with internal and external customers to achieve positive results.
Experience with Microsoft Office software and other HNB systems.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-ApplySBA Client Specialist Sr
Columbus, OH jobs
The SBA Client Specialist Sr works with Product Specialists, Borrowers, Sellers, Attorneys, Brokers, EROs, Underwriters, Closers, Title Companies and the banking Markets to collect due diligence and promote the loan closing process.
Duties & Responsibilities:
Coordinates interaction between these parties all within the defined SBA loan closing SLA of 30-45 days.
Assists other colleagues with difficult situations or customers.
Prepares SBA Loan commitment letters and application documents.
Responsible for initial SBA Compliance and preparing the loan commitment package.
Reviews other Client Specialists' commitment letters for accuracy.
Orders third party reports and provides to correct parties for review.
Subject matter expert in the SBA lending process.
Engages with the customers daily to discuss, explain and mentor the prospective borrowers through the nuances of SBA lending.
Coordinates with all parties to establish closing date.
Schedules closing and arranges the distribution of docs.
Other duties as assigned.
Basic Qualifications
High School Diploma
A minimum of three years of experience with consumer or business banking loans, and customer service, sales, or client management
Preferred Qualifications:
Excellent organizational, multi-tasking and time management skills
Ability to work in a fast-paced, production environment.
Experience with SBA lending
Experience with Huntington Business Banking & Velocity programs
Very strong Sales/Customer Service skills
Strong written and verbal communication skills to include the ability to interact with internal and external customers to achieve positive results.
Experience with Microsoft Office software and other HNB systems.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-ApplyClient Service Associate - NR
Lancaster, OH jobs
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
What We're Looking For
Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.
Provide reports and other information to FA(s), as requested.
Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.
What You'll Bring
Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.
Education & Experience
Minimum Required: High School Diploma or equivalent
Minimum Required: 2 years clerical/related industry
Licenses & Credentials
Minimum Required: None
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
Auto-ApplyCommercial Relationship Service Specialist II
Columbus, OH jobs
The Commercial (CML) Relationship Service Specialist (RSS) II is the primary point of contact for assigned Commercial customers and Relationship Managers. The CML RSS II works independently and in partnership with the Relationship Manager by providing a best-in-class experience for a diverse Commercial portfolio. The CML RSS II applies knowledge and understanding of customer and product onboarding to enhance relationship management, retention, and deepening sales.
Duties and Responsibilities:
+ First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk. Responsible for identifying, researching, analyzing, and resolving complex problems by utilizing resources and critical thinking to independently ensure adherence to bank policies, procedures and retain relationships.
+ Utilizes expertise to manage complex, highly visible, large, and/or sensitive customers and services. Offering products to grow relationships such as Escrow Services, Deposit Account Control Agreements, FBO's, Controlled Disbursement, Credit Sweeps; Public Funds; understanding of large private and public companies ($50MM - $2BB+ annual sales), high risk businesses and entity types (foreign owned-subsidiaries, custody, private investment, private equity) and specialized verticals: Fund Finance, Sponsors; Institutional and Government, North American Financial Services, REIT's, Healthcare, Commercial Real Estate, Tech & Telecom, Large Corp, Middle Market, etc.
+ Provides exceptional oversight of onboarding, commercial deposit and loan accounts, has advanced ability to manage all aspects E2E and facilitate complex features, customer experience, and risks; responsible for handling sizeable relationships, approving multi-million dollar transactions and special handling of unique requirements relating to assigned portfolio.
+ Represent Huntington's Commercial brand by providing Category of One experience for customers; professional, discreet, and positive communications with forward-thinking solutions.
+ Attends customer meetings independently or with Deal Team; participates in deal team and business segment meetings; stays informed of customer strategies, relationship plans, and business team priorities
+ Perform other duties as assigned.
Basic Qualifications:
+ High school, GED, or equivalent required
+ 5+ years in commercial banking with a focus in deposits, loans, treasury management, customer service, and banking operations
Preferred Qualifications
+ Bachelor's Degree
+ Proficient use of Microsoft Office and other digital resources
+ Excellence in customer service, initiative-taking, focused and goal oriented.
+ Excellent written and verbal communication skills, including grammar and demeanor.
+ Strong ability to facilitate and negotiate.
+ Strong organizational skills with diligence, planning and follow-up.
+ Demonstrates confidence and professionalism, with the ability to collaborate and interact with all levels within the organization.
+ Ability to work independently on multiple tasks without compromising quality.
+ Enhanced critical thinking and analytical skills.
+ Adaptable to change.
+ Promoter of Huntington and Commercial cultures.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Compensation Range:
$27.40 - $54.33 Hourly
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Commercial Relationship Service Specialist II
Columbus, OH jobs
The Commercial (CML) Relationship Service Specialist (RSS) II is the primary point of contact for assigned Commercial customers and Relationship Managers. The CML RSS II works independently and in partnership with the Relationship Manager by providing a best-in-class experience for a diverse Commercial portfolio. The CML RSS II applies knowledge and understanding of customer and product onboarding to enhance relationship management, retention, and deepening sales.
Duties and Responsibilities:
* First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk. Responsible for identifying, researching, analyzing, and resolving complex problems by utilizing resources and critical thinking to independently ensure adherence to bank policies, procedures and retain relationships.
* Utilizes expertise to manage complex, highly visible, large, and/or sensitive customers and services. Offering products to grow relationships such as Escrow Services, Deposit Account Control Agreements, FBO's, Controlled Disbursement, Credit Sweeps; Public Funds; understanding of large private and public companies ($50MM - $2BB+ annual sales), high risk businesses and entity types (foreign owned-subsidiaries, custody, private investment, private equity) and specialized verticals: Fund Finance, Sponsors; Institutional and Government, North American Financial Services, REIT's, Healthcare, Commercial Real Estate, Tech & Telecom, Large Corp, Middle Market, etc.
* Provides exceptional oversight of onboarding, commercial deposit and loan accounts, has advanced ability to manage all aspects E2E and facilitate complex features, customer experience, and risks; responsible for handling sizeable relationships, approving multi-million dollar transactions and special handling of unique requirements relating to assigned portfolio.
* Represent Huntington's Commercial brand by providing Category of One experience for customers; professional, discreet, and positive communications with forward-thinking solutions.
* Attends customer meetings independently or with Deal Team; participates in deal team and business segment meetings; stays informed of customer strategies, relationship plans, and business team priorities
* Perform other duties as assigned.
Basic Qualifications:
* High school, GED, or equivalent required
* 5+ years in commercial banking with a focus in deposits, loans, treasury management, customer service, and banking operations
Preferred Qualifications
* Bachelor's Degree
* Proficient use of Microsoft Office and other digital resources
* Excellence in customer service, initiative-taking, focused and goal oriented.
* Excellent written and verbal communication skills, including grammar and demeanor.
* Strong ability to facilitate and negotiate.
* Strong organizational skills with diligence, planning and follow-up.
* Demonstrates confidence and professionalism, with the ability to collaborate and interact with all levels within the organization.
* Ability to work independently on multiple tasks without compromising quality.
* Enhanced critical thinking and analytical skills.
* Adaptable to change.
* Promoter of Huntington and Commercial cultures.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Compensation Range:
$27.40 - $54.33 Hourly
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-ApplyClient Relationship Representative (Universal Banker)
Client representative job at First Merchants
Job Description
First Merchants Bank is seeking a Customer Relationship Representative to join our team! This full time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial needs of bank customers. We support you so you can exceed personal sales and service goals while delivering a meaningful customer experience.
As part of this role you will:
Provide excellent customer service by:
Responding to customer requests for banking transactions.
Answering customer inquiries and problems with solutions that meet the customer's current needs.
Continually building customer loyalty and customer advocates.
Contribute to overall banking center operation by:
Balance cash, daily transactions, vault and ATM.
Understanding and ensuring compliance, regulations and reporting.
Following information security policy and verification procedures to protect customer privacy.
Assist with opening and/or closing banking center.
Actively participate in a high performing sales environment by:
Selling bank products, making customer referrals and other activities to support the goals.
Knowing about all bank products.
Participating in daily/weekly meetings and coaching sessions.
Lead and act as an example to others by:
Training, coaching, and guiding staff with operational and sales skills.
Attending and/or completing applicable and required training sessions.
Actively participating in leading the sales and service activities at the Banking Center.
Assisting in banking center operations and ensure policies and procedures are followed.
To be successful in this position, we require the following:
High School Diploma or Equivalent.
Minimum of 6 (six) months of experience selling products or services.
Minimum of 1 (one) year of sales, banking and/or related experience.
S.A.F.E. Act Registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). This must be met within 3 (three) months of hire date.
Obtain Notary Public designation.
Ability to multi-task in a fast-paced environment.
In-depth knowledge of products/services offered by the bank (all lines of business).
The following would be a plus:
Prior banking experience.
Ability to sell and cross-sell bank products and services.
First Merchants offers the following:
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
Client Relationship Representative (Universal Banker)
Client representative job at First Merchants
Job Description
First Merchants Bank is seeking a Customer Relationship Representative to join our team! This full time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial needs of bank customers. We support you so you can exceed personal sales and service goals while delivering a meaningful customer experience.
As part of this role you will:
Provide excellent customer service by:
Responding to customer requests for banking transactions.
Answering customer inquiries and problems with solutions that meet the customer's current needs.
Continually building customer loyalty and customer advocates.
Contribute to overall banking center operation by:
Balance cash, daily transactions, vault and ATM.
Understanding and ensuring compliance, regulations and reporting.
Following information security policy and verification procedures to protect customer privacy.
Assist with opening and/or closing banking center.
Actively participate in a high performing sales environment by:
Selling bank products, making customer referrals and other activities to support the goals.
Knowing about all bank products.
Participating in daily/weekly meetings and coaching sessions.
Lead and act as an example to others by:
Training, coaching, and guiding staff with operational and sales skills.
Attending and/or completing applicable and required training sessions.
Actively participating in leading the sales and service activities at the Banking Center.
Assisting in banking center operations and ensure policies and procedures are followed.
To be successful in this position, we require the following:
High School Diploma or Equivalent.
Minimum of 6 (six) months of experience selling products or services.
Minimum of 1 (one) year of sales, banking and/or related experience.
S.A.F.E. Act Registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). This must be met within 3 (three) months of hire date.
Obtain Notary Public designation.
Ability to multi-task in a fast-paced environment.
In-depth knowledge of products/services offered by the bank (all lines of business).
The following would be a plus:
Prior banking experience.
Ability to sell and cross-sell bank products and services.
First Merchants offers the following:
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
Commercial Relationship Service Specialist II
Cleveland, OH jobs
The Commercial (CML) Relationship Service Specialist (RSS) II is the primary point of contact for assigned Commercial customers and Relationship Managers. The CML RSS II works independently and in partnership with the Relationship Manager by providing a best-in-class experience for a diverse Commercial portfolio. The CML RSS II applies knowledge and understanding of customer and product onboarding to enhance relationship management, retention, and deepening sales.
Duties and Responsibilities:
First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk. Responsible for identifying, researching, analyzing, and resolving complex problems by utilizing resources and critical thinking to independently ensure adherence to bank policies, procedures and retain relationships.
Utilizes expertise to manage complex, highly visible, large, and/or sensitive customers and services. Offering products to grow relationships such as Escrow Services, Deposit Account Control Agreements, FBO's, Controlled Disbursement, Credit Sweeps; Public Funds; understanding of large private and public companies ($50MM - $2BB+ annual sales), high risk businesses and entity types (foreign owned-subsidiaries, custody, private investment, private equity) and specialized verticals: Fund Finance, Sponsors; Institutional and Government, North American Financial Services, REIT's, Healthcare, Commercial Real Estate, Tech & Telecom, Large Corp, Middle Market, etc.
Provides exceptional oversight of onboarding, commercial deposit and loan accounts, has advanced ability to manage all aspects E2E and facilitate complex features, customer experience, and risks; responsible for handling sizeable relationships, approving multi-million dollar transactions and special handling of unique requirements relating to assigned portfolio.
Represent Huntington's Commercial brand by providing Category of One experience for customers; professional, discreet, and positive communications with forward-thinking solutions.
Attends customer meetings independently or with Deal Team; participates in deal team and business segment meetings; stays informed of customer strategies, relationship plans, and business team priorities
Perform other duties as assigned.
Basic Qualifications:
High school, GED, or equivalent required
5+ years in commercial banking with a focus in deposits, loans, treasury management, customer service, and banking operations
Preferred Qualifications
Bachelor's Degree
Proficient use of Microsoft Office and other digital resources
Excellence in customer service, initiative-taking, focused and goal oriented.
Excellent written and verbal communication skills, including grammar and demeanor.
Strong ability to facilitate and negotiate.
Strong organizational skills with diligence, planning and follow-up.
Demonstrates confidence and professionalism, with the ability to collaborate and interact with all levels within the organization.
Ability to work independently on multiple tasks without compromising quality.
Enhanced critical thinking and analytical skills.
Adaptable to change.
Promoter of Huntington and Commercial cultures.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Compensation Range:
$27.40 - $54.33 Hourly
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-ApplyCommercial Relationship Service Specialist II
Akron, OH jobs
The Commercial (CML) Relationship Service Specialist (RSS) II is the primary point of contact for assigned Commercial customers and Relationship Managers. The CML RSS II works independently and in partnership with the Relationship Manager by providing a best-in-class experience for a diverse Commercial portfolio. The CML RSS II applies knowledge and understanding of customer and product onboarding to enhance relationship management, retention, and deepening sales.
Duties and Responsibilities:
+ First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk. Responsible for identifying, researching, analyzing, and resolving complex problems by utilizing resources and critical thinking to independently ensure adherence to bank policies, procedures and retain relationships.
+ Utilizes expertise to manage complex, highly visible, large, and/or sensitive customers and services. Offering products to grow relationships such as Escrow Services, Deposit Account Control Agreements, FBO's, Controlled Disbursement, Credit Sweeps; Public Funds; understanding of large private and public companies ($50MM - $2BB+ annual sales), high risk businesses and entity types (foreign owned-subsidiaries, custody, private investment, private equity) and specialized verticals: Fund Finance, Sponsors; Institutional and Government, North American Financial Services, REIT's, Healthcare, Commercial Real Estate, Tech & Telecom, Large Corp, Middle Market, etc.
+ Provides exceptional oversight of onboarding, commercial deposit and loan accounts, has advanced ability to manage all aspects E2E and facilitate complex features, customer experience, and risks; responsible for handling sizeable relationships, approving multi-million dollar transactions and special handling of unique requirements relating to assigned portfolio.
+ Represent Huntington's Commercial brand by providing Category of One experience for customers; professional, discreet, and positive communications with forward-thinking solutions.
+ Attends customer meetings independently or with Deal Team; participates in deal team and business segment meetings; stays informed of customer strategies, relationship plans, and business team priorities
+ Perform other duties as assigned.
Basic Qualifications:
+ High school, GED, or equivalent required
+ 5+ years in commercial banking with a focus in deposits, loans, treasury management, customer service, and banking operations
Preferred Qualifications
+ Bachelor's Degree
+ Proficient use of Microsoft Office and other digital resources
+ Excellence in customer service, initiative-taking, focused and goal oriented.
+ Excellent written and verbal communication skills, including grammar and demeanor.
+ Strong ability to facilitate and negotiate.
+ Strong organizational skills with diligence, planning and follow-up.
+ Demonstrates confidence and professionalism, with the ability to collaborate and interact with all levels within the organization.
+ Ability to work independently on multiple tasks without compromising quality.
+ Enhanced critical thinking and analytical skills.
+ Adaptable to change.
+ Promoter of Huntington and Commercial cultures.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Compensation Range:
$27.40 - $54.33 Hourly
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Commercial Relationship Service Specialist II
Akron, OH jobs
The Commercial (CML) Relationship Service Specialist (RSS) II is the primary point of contact for assigned Commercial customers and Relationship Managers. The CML RSS II works independently and in partnership with the Relationship Manager by providing a best-in-class experience for a diverse Commercial portfolio. The CML RSS II applies knowledge and understanding of customer and product onboarding to enhance relationship management, retention, and deepening sales.
Duties and Responsibilities:
* First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk. Responsible for identifying, researching, analyzing, and resolving complex problems by utilizing resources and critical thinking to independently ensure adherence to bank policies, procedures and retain relationships.
* Utilizes expertise to manage complex, highly visible, large, and/or sensitive customers and services. Offering products to grow relationships such as Escrow Services, Deposit Account Control Agreements, FBO's, Controlled Disbursement, Credit Sweeps; Public Funds; understanding of large private and public companies ($50MM - $2BB+ annual sales), high risk businesses and entity types (foreign owned-subsidiaries, custody, private investment, private equity) and specialized verticals: Fund Finance, Sponsors; Institutional and Government, North American Financial Services, REIT's, Healthcare, Commercial Real Estate, Tech & Telecom, Large Corp, Middle Market, etc.
* Provides exceptional oversight of onboarding, commercial deposit and loan accounts, has advanced ability to manage all aspects E2E and facilitate complex features, customer experience, and risks; responsible for handling sizeable relationships, approving multi-million dollar transactions and special handling of unique requirements relating to assigned portfolio.
* Represent Huntington's Commercial brand by providing Category of One experience for customers; professional, discreet, and positive communications with forward-thinking solutions.
* Attends customer meetings independently or with Deal Team; participates in deal team and business segment meetings; stays informed of customer strategies, relationship plans, and business team priorities
* Perform other duties as assigned.
Basic Qualifications:
* High school, GED, or equivalent required
* 5+ years in commercial banking with a focus in deposits, loans, treasury management, customer service, and banking operations
Preferred Qualifications
* Bachelor's Degree
* Proficient use of Microsoft Office and other digital resources
* Excellence in customer service, initiative-taking, focused and goal oriented.
* Excellent written and verbal communication skills, including grammar and demeanor.
* Strong ability to facilitate and negotiate.
* Strong organizational skills with diligence, planning and follow-up.
* Demonstrates confidence and professionalism, with the ability to collaborate and interact with all levels within the organization.
* Ability to work independently on multiple tasks without compromising quality.
* Enhanced critical thinking and analytical skills.
* Adaptable to change.
* Promoter of Huntington and Commercial cultures.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Compensation Range:
$27.40 - $54.33 Hourly
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-ApplyInstitutional Support Representative II
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: This role covers a broad area of responsibilities within Institutional Brokerage Operations, supporting Capital Markets Fixed Income, Equity, Fifth Third Money Market Navigator Sales & Trading departments. Under minimal supervision, assist Fifth Third Securities Institutional Brokerage teams, Middle Office, Fixed Income Traders, Equity Traders, and sophisticated clients with all operational aspects of their business; including customer on-boarding, trading, settlement, maintenance, cashiering processes, report monitoring, and projects as required.
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 Banks risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
Position not available for immigration sponsorship
ESSENTIAL DUTIES AND RESPONSIBILITIES:
+ Serves as front line support between management and other lines of business, including but not limited to Middle Office, Compliance, IT, Trading, Accounting; Fifth Third Securities' Broker Dealer, National Financial Services/Pershing, and other third-party vendors.
+ Adheres to all pertinent securities laws and regulations as well as established policies and procedures in an ever-changing regulatory environment.
+ Works directly with the line of business, NFS and client custodians to meet contractual DVP/RVP settlement obligations and resolve outstanding trade concerns within regulatory requirements per Regulation T, 15c3, 15C6-1 and 15C6-2 of the Securities Exchange Act of 1934 and any other relevant rules.
+ Monitors and assists line of business with ensuring timely allocation and affirmation of issues ID confirmations.
+ Oversees and administers all operational functions within the Fifth Third Money Market Navigator platform.
+ Accurately codes new brokerage account client relationship profiles for books and record keeping purposes.
+ Performs client CIP checks per AML policy and Beneficial Ownership rules and accurately inputs documentation into both Bank (ACE) and NFS/Pershing systems.
+ Handles all account maintenance, including acting as an intermediary for prime brokerage account coding and requesting the applicable forms.
+ Processes, reviews, and monitors high dollar asset and money movements entered by or enters on behalf of the line of business to ensure accurate and timely completion along with following up with custodian through the point of release.
+ Manages the collateral process for institutional brokerage ensuring paperwork is properly coded on file and obtaining/archiving proper release approval prior to release of funds.
+ Establishes, maintains, and audits firm and individual representative brokerage entitlements for institutional and commercial.
+ Accurately enters trade orders for fixed income, stocks, and mutual funds through the NFS/Pershing platforms on an as needed basis.
+ Processes institutional brokerage trade corrections for equity trades entered through Wealthscape or NetX360.
+ Produces daily reports and monitors account activities for potential concerns related to trade settlement, margin, potential risk exposure, and clearing firm discrepancies for commercial brokerage.
+ Assists in compliance-related issues pertaining to fixed income products, as well as internal/external audits.
+ Provides training and guidance to junior level staff.
+ Perform other duties as assigned.
SUPERVISORY RESPONSIBILITIES:
+ None
MINIMUM KNOWLEDGE & SKILLS REQUIRED:
+ Undergraduate degree or equivalent experience required.
+ Securities Industry Essential (SIE), Series 7 and 63/66 required.
+ 3+ years of experience in a Financial Operations role preferred.
+ 3-5 years of experience working with brokerage accounts preferred.
+ Prior experience with Bloomberg TOMS preferred.
+ Knowledge of fixed income, equity, and mutual fund trading.
+ Ability to de-escalate high impact situations using conflict resolution skills.
+ Ability to work in a stressful time sensitive environment, meet deadlines with high attention to detail and multi-task with minimal to moderate supervision.
+ Familiar with or having working knowledge of trading systems preferred, including web and mainframe-based systems.
+ Strong problem solving and critical thinking skills in complex situations.
+ Strong math and organization skills.
+ Superior verbal and written communication skills.
+ Proficiency in Word, Excel, and other MS products.
#LI-MW1
Institutional Support Representative 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. 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.
Institutional Support Representative II
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
This role covers a broad area of responsibilities within Institutional Brokerage Operations, supporting Capital Markets Fixed Income, Equity, Fifth Third Money Market Navigator Sales & Trading departments. Under minimal supervision, assist Fifth Third Securities Institutional Brokerage teams, Middle Office, Fixed Income Traders, Equity Traders, and sophisticated clients with all operational aspects of their business; including customer on-boarding, trading, settlement, maintenance, cashiering processes, report monitoring, and projects as required.
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 Banks risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
Position not available for immigration sponsorship
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Serves as front line support between management and other lines of business, including but not limited to Middle Office, Compliance, IT, Trading, Accounting; Fifth Third Securities' Broker Dealer, National Financial Services/Pershing, and other third-party vendors.
Adheres to all pertinent securities laws and regulations as well as established policies and procedures in an ever-changing regulatory environment.
Works directly with the line of business, NFS and client custodians to meet contractual DVP/RVP settlement obligations and resolve outstanding trade concerns within regulatory requirements per Regulation T, 15c3, 15C6-1 and 15C6-2 of the Securities Exchange Act of 1934 and any other relevant rules.
Monitors and assists line of business with ensuring timely allocation and affirmation of issues ID confirmations.
Oversees and administers all operational functions within the Fifth Third Money Market Navigator platform.
Accurately codes new brokerage account client relationship profiles for books and record keeping purposes.
Performs client CIP checks per AML policy and Beneficial Ownership rules and accurately inputs documentation into both Bank (ACE) and NFS/Pershing systems.
Handles all account maintenance, including acting as an intermediary for prime brokerage account coding and requesting the applicable forms.
Processes, reviews, and monitors high dollar asset and money movements entered by or enters on behalf of the line of business to ensure accurate and timely completion along with following up with custodian through the point of release.
Manages the collateral process for institutional brokerage ensuring paperwork is properly coded on file and obtaining/archiving proper release approval prior to release of funds.
Establishes, maintains, and audits firm and individual representative brokerage entitlements for institutional and commercial.
Accurately enters trade orders for fixed income, stocks, and mutual funds through the NFS/Pershing platforms on an as needed basis.
Processes institutional brokerage trade corrections for equity trades entered through Wealthscape or NetX360.
Produces daily reports and monitors account activities for potential concerns related to trade settlement, margin, potential risk exposure, and clearing firm discrepancies for commercial brokerage.
Assists in compliance-related issues pertaining to fixed income products, as well as internal/external audits.
Provides training and guidance to junior level staff.
Perform other duties as assigned.
SUPERVISORY RESPONSIBILITIES:
None
MINIMUM KNOWLEDGE & SKILLS REQUIRED:
Undergraduate degree or equivalent experience required.
Securities Industry Essential (SIE), Series 7 and 63/66 required.
3+ years of experience in a Financial Operations role preferred.
3-5 years of experience working with brokerage accounts preferred.
Prior experience with Bloomberg TOMS preferred.
Knowledge of fixed income, equity, and mutual fund trading.
Ability to de-escalate high impact situations using conflict resolution skills.
Ability to work in a stressful time sensitive environment, meet deadlines with high attention to detail and multi-task with minimal to moderate supervision.
Familiar with or having working knowledge of trading systems preferred, including web and mainframe-based systems.
Strong problem solving and critical thinking skills in complex situations.
Strong math and organization skills.
Superior verbal and written communication skills.
Proficiency in Word, Excel, and other MS products.
#LI-MW1
Institutional Support Representative 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. 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.
Auto-ApplyCommercial Relationship Service Specialist II
Canton, OH jobs
The Commercial (CML) Relationship Service Specialist (RSS) II is the primary point of contact for assigned Commercial customers and Relationship Managers. The CML RSS II works independently and in partnership with the Relationship Manager by providing a best-in-class experience for a diverse Commercial portfolio. The CML RSS II applies knowledge and understanding of customer and product onboarding to enhance relationship management, retention, and deepening sales.
Duties and Responsibilities:
+ First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk. Responsible for identifying, researching, analyzing, and resolving complex problems by utilizing resources and critical thinking to independently ensure adherence to bank policies, procedures and retain relationships.
+ Utilizes expertise to manage complex, highly visible, large, and/or sensitive customers and services. Offering products to grow relationships such as Escrow Services, Deposit Account Control Agreements, FBO's, Controlled Disbursement, Credit Sweeps; Public Funds; understanding of large private and public companies ($50MM - $2BB+ annual sales), high risk businesses and entity types (foreign owned-subsidiaries, custody, private investment, private equity) and specialized verticals: Fund Finance, Sponsors; Institutional and Government, North American Financial Services, REIT's, Healthcare, Commercial Real Estate, Tech & Telecom, Large Corp, Middle Market, etc.
+ Provides exceptional oversight of onboarding, commercial deposit and loan accounts, has advanced ability to manage all aspects E2E and facilitate complex features, customer experience, and risks; responsible for handling sizeable relationships, approving multi-million dollar transactions and special handling of unique requirements relating to assigned portfolio.
+ Represent Huntington's Commercial brand by providing Category of One experience for customers; professional, discreet, and positive communications with forward-thinking solutions.
+ Attends customer meetings independently or with Deal Team; participates in deal team and business segment meetings; stays informed of customer strategies, relationship plans, and business team priorities
+ Perform other duties as assigned.
Basic Qualifications:
+ High school, GED, or equivalent required
+ 5+ years in commercial banking with a focus in deposits, loans, treasury management, customer service, and banking operations
Preferred Qualifications
+ Bachelor's Degree
+ Proficient use of Microsoft Office and other digital resources
+ Excellence in customer service, initiative-taking, focused and goal oriented.
+ Excellent written and verbal communication skills, including grammar and demeanor.
+ Strong ability to facilitate and negotiate.
+ Strong organizational skills with diligence, planning and follow-up.
+ Demonstrates confidence and professionalism, with the ability to collaborate and interact with all levels within the organization.
+ Ability to work independently on multiple tasks without compromising quality.
+ Enhanced critical thinking and analytical skills.
+ Adaptable to change.
+ Promoter of Huntington and Commercial cultures.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Compensation Range:
$27.40 - $54.33 Hourly
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Commercial Relationship Service Specialist II
Canton, OH jobs
The Commercial (CML) Relationship Service Specialist (RSS) II is the primary point of contact for assigned Commercial customers and Relationship Managers. The CML RSS II works independently and in partnership with the Relationship Manager by providing a best-in-class experience for a diverse Commercial portfolio. The CML RSS II applies knowledge and understanding of customer and product onboarding to enhance relationship management, retention, and deepening sales.
Duties and Responsibilities:
* First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk. Responsible for identifying, researching, analyzing, and resolving complex problems by utilizing resources and critical thinking to independently ensure adherence to bank policies, procedures and retain relationships.
* Utilizes expertise to manage complex, highly visible, large, and/or sensitive customers and services. Offering products to grow relationships such as Escrow Services, Deposit Account Control Agreements, FBO's, Controlled Disbursement, Credit Sweeps; Public Funds; understanding of large private and public companies ($50MM - $2BB+ annual sales), high risk businesses and entity types (foreign owned-subsidiaries, custody, private investment, private equity) and specialized verticals: Fund Finance, Sponsors; Institutional and Government, North American Financial Services, REIT's, Healthcare, Commercial Real Estate, Tech & Telecom, Large Corp, Middle Market, etc.
* Provides exceptional oversight of onboarding, commercial deposit and loan accounts, has advanced ability to manage all aspects E2E and facilitate complex features, customer experience, and risks; responsible for handling sizeable relationships, approving multi-million dollar transactions and special handling of unique requirements relating to assigned portfolio.
* Represent Huntington's Commercial brand by providing Category of One experience for customers; professional, discreet, and positive communications with forward-thinking solutions.
* Attends customer meetings independently or with Deal Team; participates in deal team and business segment meetings; stays informed of customer strategies, relationship plans, and business team priorities
* Perform other duties as assigned.
Basic Qualifications:
* High school, GED, or equivalent required
* 5+ years in commercial banking with a focus in deposits, loans, treasury management, customer service, and banking operations
Preferred Qualifications
* Bachelor's Degree
* Proficient use of Microsoft Office and other digital resources
* Excellence in customer service, initiative-taking, focused and goal oriented.
* Excellent written and verbal communication skills, including grammar and demeanor.
* Strong ability to facilitate and negotiate.
* Strong organizational skills with diligence, planning and follow-up.
* Demonstrates confidence and professionalism, with the ability to collaborate and interact with all levels within the organization.
* Ability to work independently on multiple tasks without compromising quality.
* Enhanced critical thinking and analytical skills.
* Adaptable to change.
* Promoter of Huntington and Commercial cultures.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Compensation Range:
$27.40 - $54.33 Hourly
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-ApplyCommercial Services Rep I
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Handles Commercial customer interactions (email, telephone, etc.), providing outstanding customer service. Is knowledgeable in a limited number of Commercial products, or products of low complexity. By using job knowledge and the information available, makes every effort to answer the customer's question/solve the problem. Educates the customer about Commercial products and services.
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 interactions in a professional, courteous manner.
+ Provides accurate information to the customer. Explains products and policies so the customer can understand.
+ Handles Premier and Core client interactions. Serving as the main point of contact for this segment of clients.
+ Directs Treasury Management product and service requests to the CSC Implementations Specialists.
+ Provides Initial support for the following Commercial Products: Wire, ACH, Customer Statements, Healthcare, Lockbox, Vault Services, Go-ID, Copy Requests, and Balance Inquiry.
+ Assumes ownership on every customer interaction to answer the customer's question or solve the problem during the initial contact. When escalation is required to provide customer resolution, agent will accurately route customer to the appropriate department.
+ Follows departmental policies and procedures, particularly in regards to customer confidentiality.
+ Accurately enters or confirms customer information into database; initiates and/or completes proper request forms in assisting customers.
+ Handles a significant number of customer interactions within the call center environment. The interactions will be received via phone or email.
+ Continuously utilized computer systems for tracking, information gathering, and/or troubleshooting. All issues or requests are successfully tracked by creating a service request within the CRM application.
+ Adheres to minimum call center standards for quality, schedule adherence, attendance, and performance goals.
+ Suggest improvements and changes to processes and policies to improve productivity or customer satisfaction.
+ Continually learning and developing knowledge of Bank products and services.
+ Other duties as assigned.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ High school education or equivalent.
+ Minimum two (2) years of previous customer service or commercial experience preferred.
+ Must be able to perform data entry and basic computer skills.
+ Knowledge of banking products and procedures helpful.
+ Excellent customer service skills and the ability to articulate and explain information clearly.
+ Excellent telephone communication skills are essential.
+ Must be able, and willing to learn about Bank products and services.
+ Good problem solving skills.
WORKING CONDITIONS:
+ Normal office environment with little exposure to dust, noise, temperature and the like.
+ Extended viewing of CRT screen.
+ Extended telephone use.
+ Repetitive keystroke movements.
+ May occasionally lift or move up to 10 lbs.
Commercial Services Rep I
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.
Commercial Services Rep I
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
Handles Commercial customer interactions (email, telephone, etc.), providing outstanding customer service. Is knowledgeable in a limited number of Commercial products, or products of low complexity. By using job knowledge and the information available, makes every effort to answer the customer's question/solve the problem. Educates the customer about Commercial products and services.
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 interactions in a professional, courteous manner.
Provides accurate information to the customer. Explains products and policies so the customer can understand.
Handles Premier and Core client interactions. Serving as the main point of contact for this segment of clients.
Directs Treasury Management product and service requests to the CSC Implementations Specialists.
Provides Initial support for the following Commercial Products: Wire, ACH, Customer Statements, Healthcare, Lockbox, Vault Services, Go-ID, Copy Requests, and Balance Inquiry.
Assumes ownership on every customer interaction to answer the customer's question or solve the problem during the initial contact. When escalation is required to provide customer resolution, agent will accurately route customer to the appropriate department.
Follows departmental policies and procedures, particularly in regards to customer confidentiality.
Accurately enters or confirms customer information into database; initiates and/or completes proper request forms in assisting customers.
Handles a significant number of customer interactions within the call center environment. The interactions will be received via phone or email.
Continuously utilized computer systems for tracking, information gathering, and/or troubleshooting. All issues or requests are successfully tracked by creating a service request within the CRM application.
Adheres to minimum call center standards for quality, schedule adherence, attendance, and performance goals.
Suggest improvements and changes to processes and policies to improve productivity or customer satisfaction.
Continually learning and developing knowledge of Bank products and services.
Other duties as assigned.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
High school education or equivalent.
Minimum two (2) years of previous customer service or commercial experience preferred.
Must be able to perform data entry and basic computer skills.
Knowledge of banking products and procedures helpful.
Excellent customer service skills and the ability to articulate and explain information clearly.
Excellent telephone communication skills are essential.
Must be able, and willing to learn about Bank products and services.
Good problem solving skills.
WORKING CONDITIONS:
Normal office environment with little exposure to dust, noise, temperature and the like.
Extended viewing of CRT screen.
Extended telephone use.
Repetitive keystroke movements.
May occasionally lift or move up to 10 lbs.
Commercial Services Rep I
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45227
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Auto-Apply