Branch Banking - Client Consultant I (Part-Time)
Flagstar Bank job in Fort Wayne, IN
Title
Branch Banking - Client Consultant I (Part-Time) A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.
Job Responsibilities:
Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.
Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to referrals.
Management: Deliver timely and accurate daily financial transactions; striving for no controllable preventable losses. Understand and adhere to all applicable bank policies and regulations.
Performs special projects, and additional duties and responsibilities as required.
Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
Job Requirements:
High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required
0 - 3 years of customer service and sales experience, required
Experience in financial services industry, preferred
Flagstar is an Equal Opportunity Employer
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information:
Benefits | Flagstar Bank
Auto-ApplyBranch Banking - Client Consultant II - Float
Flagstar Bank job in Fort Wayne, IN
Title
Branch Banking - Client Consultant II - Float A Branch Banking Client Consultant II - Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.
Job Responsibilities:
Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.
Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
Risk Management: Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.
Performs more moderately complex special projects, and additional duties and responsibilities as required.
Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
Job Requirements:
High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required
4 - 5 years customer service and sales experience, (including in the financial services industry, required
May require National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. NMLS registration can be completed after job entry date.
Ability to train and mentor others, including products and platform procedures, required
Experience with using and demonstrating digital products and self-service technologies, preferred
Flagstar is an Equal Opportunity Employer
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information:
Benefits | Flagstar Bank
Auto-ApplyConsumer Client Service Manager
Fort Wayne, IN job
Job Description
First Merchants Bank is seeking a Consumer Client Service Manager to join our team! This position will focus on leading and developing the banking center team in collaboration with the Banking Center Manager. They will take a leading role in mentoring and coaching the team to exceed sales and referral goals and deliver high quality customer service expectations, and will play a key role in ensuring the operational soundness of the banking center through training, inspecting, and coaching to policies and procedures.
As part of this role you will:
Work with the Banking Center Manager to implement and lead sales tactics and strategies for the banking center to drive sales productivity while growing market share for deposits and loans.
Provide balanced feedback through ongoing informal and formal documented coaching sessions monthly as a part of the Sales Management Process.
Utilize the kiosk to provide education and help new and existing customers enroll in electronic banking products and services as needed.
Effectively utilize and mentor to the guided conversation to deepen client relationships and deliver the whole bank through cross selling and partner referrals to increase share of wallet.
Be the first person to provide assistance on the teller line during peak times or when needed to help reduce wait times and fill service gaps.
Manage all operational aspects of the banking center. Ensure successful results on the operational scorecard for the banking center.
Monitor and assist with the resolution of deposit and loan exceptions in a timely fashion to ensure compliance and improve the customer experience.
To be successful in this position, we require the following:
High school diploma or equivalent (GED/HSE).
Experience - Over one (1) year of sales, management, banking, or related experience.
License - This position requires S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Employees hired or transferring into this position will need to meet the qualification requirements within three (3) months of hire.
Other - Obtain Notary Public designation within six (6) months of employment.
The following would be a plus:
Demonstrated ability to sell and cross-sell bank products and services.
Consumer lending experience.
Supervisory or lead experience in the banking industry.
Demonstrated ability to manage sales team to achieve threshold activity levels and performance goals.
Bachelor's degree.
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!
Service Associate (Teller) - Travel
New Haven, IN job
First Merchants Bank is seeking a Service Associate - Reserve (Travel Teller) 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 to meet the current and future financial needs of bank customers. We support you so you can exceed personal production 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.
To be successful in this position, we require the following:
High School Diploma or Equivalent.
3 months of sales, cash handling, or related experience.
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!
Relationship Banker
Warsaw, IN job
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
Auto-ApplyMarket President
Fort Wayne, IN job
Job Description
First Merchants Bank is seeking a Market President to join our team! This position will provide strategic leadership for assigned market by working with advisory boards, senior and executive management to establish and realign short-range goals, strategies, and tactical plans ensuring financial, customer/community, internal sales process and learning and growing objective are achieved.
Essential Duties and Responsibilities:
Plan, develop, organize, implement, direct and evaluate assigned market's fiscal function and performance, including market share growth, and provide leadership across all lines of business within assigned market.
Provide leadership for all commercial line of business in assigned market.
Represent the bank in relationship with major customers, suppliers, competitors, commercial bankers, government agencies and professional organizations.
Interview, hire, train and oversee the performance of commercial banking staff, includes conduct performance appraisals, monitor performance issues, plan for employee development and training, counsel, motivate, coach, mentor, etc.
Develop and implement an aggressive sales and marketing strategy to develop new and existing relationships, involves:
Identify and develop prospects into significant new relationships.
Aggressive sales call plan which aligns with established goals.
Cross sell opportunities.
Ensure bank reporting tool is utilized for reporting progress.
Continually monitor current loans and customer's credit profile to ensure complete conformity with terms, involves:
Ensure current credit and financial information is obtained as needed and/or that collateral is adequate.
Review financial problems with customers; provide expert advice as necessary.
Direct accountability for loss prevention; determine necessary action to be taken on all loans, includes resolving marginal and delinquent loans.
Remain cognizant of developing trends.
Extend credit within assigned limits to commercial customers, involves:
Interview applicants and obtain information concerning their business needs, abilities and earnings, and assess credit risk.
Obtain and analyze pertinent financial data or appraise the adequacy of collateral pledged.
Review, validate and/or approve letters of credit.
In order to be successful in this position, we require the following:
Bachelor's degree.
A minimum of ten (10) years of commercial banking experience.
The following would be a plus:
Master's degree in business administration (MBA)
Completion of a respected banking school
First Merchants offers the following:
Base Pay PLUS Bonuses
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!
Branch Banking - Assistant Leader
Flagstar Bank job in Fort Wayne, IN
Title
Branch Banking - Assistant Leader The Branch Banking Assistant Leader drives branch revenue growth, operational integrity, and client experience excellence, with a focus on reputational success in the community.
Job Responsibilities:
Business Performance: Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest income). Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.
Sales Leadership and Coaching: Support in the coaching, development and mentorship of the team members. Actively support the execution of partner produced sales and marketing initiatives. Reinforce training, development and coaching to branch teams on our mission and how to effectively engage in our broader communities and customers to deliver against our performance targets. Responsible for assisting the Branch Banking Leader with talent management functions including: employment, performance evaluations, staff development/training, disciplinary actions, succession planning and ensuring all staff comply with compliance requirements.
Client Experience: Deliver client engagement and education--using the tools and systems available. Foster a culture focused on providing an exceptional client experience with a commitment to delivering on our mission and purpose.
Risk Management: Identify and mitigate reputational, regulatory, employee and client risks by helping team members understand and adhere to all applicable bank policies and regulations. Meet operational excellence standards.
Performs special projects, and additional duties and responsibilities as required.
Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
Required Qualifications:
Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
Minimum experience required: 2+ Years of branch sales experience.
May require National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation.
Experience with a variety of banking products.
Experience with banking risk management.
Preferred Qualifications:
Education level preferred: Undergraduate Degree (4 years or equivalent) or equivalent experience.
4+ years of branch banking and/or financial institution sales experience.
Experience in a leadership role.
Job Competencies:
Creating Diverse and Cohesive Teams
Education, Coaching and Teaching
Creating followship
Objectively evaluating talent
Creating accountability
Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.
Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.
Flagstar is an Equal Opportunity Employer
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information:
Benefits | Flagstar Bank
Auto-ApplyBranch Banking - Leader
Flagstar Bank job in Fort Wayne, IN
Title
Branch Banking - Leader Responsible for leading, managing and coaching a team of sales and service professionals to meet and exceed sales goals, ensure the operational excellence of the branch and create an excellent customer experience. The Branch Manager will oversee all branch functions including taking full responsibility for the branch's performance - both sales and operations. Lead the branch to success by cultivating long-term business and consumer relationships to ensure branch sales growth and customer retention, and effectively resolves issues with customers and associates. Operates with less authority and experience than a Sr. Branch Manager.
Job Responsibilities:
Job Responsibilities:
Promote and model the Flagstar philosophy - "Live the Mission." Set clear expectations and measurable outcomes, while coaching and developing the branch team. Observe the branch team from the perspective of the customer, and coach team members on the proper execution of the sales formula and priority work while modeling the desired behaviors. When appropriate, provide disciplinary actions and exit non-performers while adhering to company policies. Successfully recruits and hires the appropriate staff to deliver on expectations.
Make regular outside sales calls to develop and deepen business relationships.
Oversee all sales activity in the branch by driving, supporting and achieving monthly sales goals. Regularly communicate branch performance and priorities with all team members. Stay informed of key priorities and business updates. Execute corporate sales processes.
Promote and model the company standard of always doing what is best for the customer by providing recommendations to improve the financial quality of their life. Ensure an excellent customer experience by being knowledgeable of all bank products and services, providing outstanding customer service, and resolving problems to prevent customer dissatisfaction.
Establishes business contacts and networks through community events and activities.
Ensure collaboration between branch team members and business partners (MLOs, FCs, and Business Banking partners).
Ensure operational efficiency and accuracy as it relates to policies, procedures, compliance, origination, corporate audits, fee refunds, work schedules, and overall branch operation.
Ensure compliance with applicable federal, state and local laws and regulations. Complete all required compliance training. Maintain knowledge of and adhere to Flagstar's internal compliance policies and procedures. Take responsibility to keep up to date with changing regulations and policies.
Job Requirements:
2 years branch banking management experience required (Assistant Manager experience can be applied) -OR- 1 or more years of branch manager experience and 2 or more years retail (non-banking) sales management experience with proven results.
High School diploma/GED/Foreign Equivalent
Proven customer service skills and the ability to resolve problems and prevent customer dissatisfaction
Demonstrated effectiveness in managing operational requirements and procedures in a Retail Bank
Desire and willingness to call on prospects and existing clients for sales opportunities. Proven sales execution.
Proven record of developing and coaching high performance sales and service teams.
Strong listening, verbal and written communication skills
Demonstrated ability to work well in a team environment
Demonstrated ability to follow company policies, guidelines and procedures
Strong attention to detail and ability to multi-task
Demonstrated ability to maintain confidentiality using tact and diplomacy
Maintain professional dress attire and demeanor
Ability to work branch hours, including weekends and some evenings
Flagstar is an Equal Opportunity Employer
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information:
Benefits | Flagstar Bank
Auto-ApplyCSR/Teller - Angola, IN - Part-Time
Angola, IN job
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Customer Experience:
- Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met
- Provide follow up to customer questions and find solutions to address issues
- Be responsive and timely with correspondence to keep lines of communication open and clear
- Maintain a position of trust and responsibility by keeping all customer business confidential
- Follow the Bancorp Code of Business Conduct and Ethics and other related policies, always maintaining ethical behavior.
Operations:
- Perform daily office responsibilities, working with the platform team, to maintain the efficient operation of the office.
- Maintain a balancing record that is in line with policy. Find and correct outages and enlist help as needed.
- Maintain knowledge of the bank policies and financial center procedures and take responsibility to keep up to date on any changes.
- Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Lead Customer Service Representative or other leadership as necessary.
- Demonstrate sound judgment in decision making, abiding to established guidelines and procedures.
Referrals:
- During customer interactions and Customer Outreach identify customer needs and refer customers to Bankers and business partners, as appropriate, for a consultative conversation
- Build and maintain a working knowledge of the Retail products and services offered
- Utilize appropriate tools for all referrals sent to personal bankers and business partners for tracking purposes
Perform other duties as assigned.
SUPERVISORY RESPONSIBILITIES: None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
- High school diploma/GED.
- Work involves extensive cash handling.- Work involves contact with the public, adhere to dress code guidelines.
- Must have the ability to interact comfortably and confidently with the public.
- Position requires knowledge of retail policies and procedures, to perform the essential duties.
- Work requires the ability to take initiative and demonstrate sound judgment in decision-making and problem resolution.
- Demonstrate the company's core values, work as one bank, take accountability, be respectful & inclusive, act with integrity.
- Need to have flexibility in scheduling.
WORKING CONDITIONS:
- Normal office environment.
- Extensive viewing of computer screens.
CSR/Teller - Angola, IN - Part-Time
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Angola, Indiana 46703
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.
Relationship Manager III - Sponsored Finance
Fort Wayne, IN job
Job Description
First Merchants Bank is seeking a Relationship Manager III to join our team! This position will effectively carry out the relationship management process by growing market share, broadening revenue mix, retaining customers and managing portfolios.
Essential Duties and Responsibilities:
Implement an aggressive sales and marketing strategy to develop new and existing relationships.
Identify and develop prospects into significant new relationships with yearly goals for income production.
Aggressive sales call plan which aligns with established goals.
Cross sell opportunities.
Ensure bank reporting tool is utilized for reporting progress.
Provide exceptional customer service; be responsive, knowledgeable and exceed customer expectations.
Continually monitor current loans and customer's credit profile to ensure complete conformity with terms.
Ensure current credit and financial information is obtained as needed and/or that collateral is adequate.
Review financials with customers and provide expert advice as necessary.
Direct accountability for loss prevention; determine necessary action to be taken on all loans, includes resolving marginal and delinquent loans.
Remain cognizant of developing trends.
Extend credit within assigned limits to commercial customers.
Interview applicants and obtain information concerning their business needs, abilities and earnings, and assess credit risk.
Obtain and analyze pertinent financial data or appraise the adequacy of collateral pledged.
Review, validate and/or approve letters of credit.
Support employee development and training, counsel, motivate, coach, mentor and provide leadership.
To be successful in this position we require the following:
Bachelor's degree in business or related field OR associate degree/two (2) years of college + two (2) years of related work/military experience OR four (4) years of related work/military experience (plus any additional required experience listed below).
Five (5) or more years of commercial banking experience.
The following would be a plus:
Master's degree in business administration (MBA).
Credit analyst experience.
Completion of a respected banking school.
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!
Mortgage Banker
Fort Wayne, IN job
Job Description
First Merchants Bank is seeking a Mortgage Banker to join our team! This position will be responsible for handling prospective customer and existing client mortgage needs. This would include initial consultation, gathering and review of financial information and inputting file into our Mortgage Loan Origination System. The Mortgage Banker will be responsible for discussing client's needs, recommending the best loan products, helping customers put together a complete loan package and working with the underwriting team throughout the loan process. Utilize professional judgement to determine which potential borrowers represent good risk opportunities for the organization.
As part of this role you will:
Use referral sources to develop mortgage loan business.
Build and maintain business relationships within the community.
Provide excellent customer service from approval through closing, working closely with loan origination sources to secure and verify all information required for underwriting.
Market to and prospect for new referral sources (Realtors, Builders, COI).
Develop new and expand internal and external referral sources to grow business.
To be successful in this position, we require the following:
High school diploma or equivalent (GED).
A minimum of two (2) years of experience self-sourcing leads in a financial services environment.
Ability to transport self to various locations within assigned region.
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!
Small Business Development Officer
Fort Wayne, IN job
Job Description
First Merchants Bank is seeking a Small Business Development Officer (SBDO). The SBDO is responsible for driving deposit growth and fostering strong relationships with small businesses generating $0-$3 million in annual revenue. This role focuses on acquiring, developing, and retaining small business clients by providing tailored banking solutions that meet their needs. The ideal candidate is results-driven, possesses a strong understanding of small business banking, and excels at relationship building and community engagement.
Essential Duties and Responsibilities:
Business Acquisition and Growth:
Identify, prospect, and onboard small business clients to achieve deposit and lending growth targets.
Develop and execute strategies to increase core deposits and other banking services tailored to small businesses.
Deepen share of wallet by retaining and expanding existing relationships.
Maintain a pipeline of prospects to ensure consistent business development efforts.
Relationship Management:
Act as the primary point of contact for small business clients, delivering exceptional service and fostering long-term relationships.
Conduct regular client reviews to understand their evolving business needs and recommend appropriate deposit, cash management solutions and small business lending.
Serve as a trusted advisor, offering insights on liquidity management, treasury solutions, and other banking products.
Community Engagement and Networking:
Actively participate in community and networking events to build a strong referral network.
Develop relationships with local business organizations, chambers of commerce, and industry groups to generate leads and enhance the bank's visibility.
Represent the bank professionally in the community to promote its brand and services.
Develop centers of influence as a referral source.
Collaboration and Cross-Selling:
Partner with internal teams such as commercial banking, treasury management, and private wealth to provide holistic solutions for clients.
Identify opportunities to cross-sell products such as business loans, merchant services, and personal banking for business owners and employees.
Compliance and Risk Management:
Ensure all client onboarding and account management activities comply with regulatory requirements and internal policies.
Maintain accurate records and documentation for client interactions and business development activities.
To be successful in this position, we require the following:
Bachelor's degree in Business, Finance, or a related field OR an associate degree/ two years of college + two (2) years of related work/military experience OR four (4) years of related work/military experience (plus any additional required experience).
A minimum of three (3) years of experience in business banking, sales, or financial services with a focus on small business clients.
The following would be a plus:
Proven track record in business development, especially in deposit acquisition.
Strong understanding of small business banking products, including deposit accounts, cash management, and treasury solutions.
Excellent communication, negotiation, and relationship-building skills.
Ability to analyze financial statements and assess business needs effectively.
Proficiency in CRM systems and other business development tools.
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!
Marketing Analytics Insights & Reporting Manager
Fort Wayne, IN job
Job Description
First Merchants Bank is seeking a Marketing Analytics Insights & Reporting Manager to join our team! The Marketing Analytics, Insights & Reporting Manager leads the consolidation of marketing data across platforms to tell clear, actionable data stories that accelerate decision-making, demonstrate progress against KPIs, and close the loop on customer feedback. The role integrates performance analytics (web, social, email/SMS, SEO/SEM, paid media), campaign measurement, and Voice of Customer (VoC) insights to guide strategy, optimize spend, and inform experience improvements-including partnering closely with UX to share behavioral and attitudinal insights.
This role blends descriptive, diagnostic, and predictive analytics with benchmarking to communicate what happened, why it matters, and what to do next-core expectations highlighted in current marketing analytics role guidance. It also stands up a scalable VoC practice (collection, analysis, and actioning of feedback from surveys, reviews, support interactions, social listening) to inform roadmap and retention efforts.
Essential Duties & Responsibilities:
Consolidate and normalize marketing data from web analytics, social platforms, email/SMS, SEO/SEM, paid media, and CRM to establish a single source of truth for performance reporting and optimization.
Define and maintain the KPI framework and benchmarks for brand, demand, lifecycle, and experience metrics; tie measures to business outcomes and OKRs in partnership with Marketing and Finance/FP&A.
Build and maintain executive and team-level dashboards and reports (weekly/monthly/QBR) and apply data-storytelling techniques so stakeholders quickly grasp what/so-what/now-what.
Stand up/run a VoC program aggregating solicited and unsolicited feedback (CSAT/NPS/CES, in-app/site feedback, product reviews, social listening, service transcripts). Apply sentiment/topic analysis to reveal loyalty drivers and friction.
Operationalize closed-loop feedback with Marketing, UX, Product, and Service; size impact, recommend fixes, and track adoption and outcomes.
Create measurement plans, event schemas, and UTM/naming standards; ensure full-funnel tracking for always-on and campaign activity across paid/owned/earned. (Design the stack recognizing that no single tool covers all analytics needs.)
Deliver pre/post analyses, A/B and incrementality testing, and contribution/attribution reads to quantify ROI/ROAS and inform budget reallocation. Communicate findings using storytelling best practices.
Partner with UX to share behavioral insights (funnels, heatmaps, session replays) and VoC themes that shape hypotheses, experiments, and design priorities.
Collaborate with Finance/FP&A to connect marketing investments to growth, acquisition, retention, and relationship deepening; align on forecasting and performance narratives for leadership.
Work with Marketing Ops/IT/Data to govern data quality, documentation (data dictionary), and access/controls; ensure reporting is accurate, timely, and compliant.
Evaluate and advise on analytics/VoC and martech tools, integrations, and roadmaps; lead light vendor management and pilots as needed.
Coach marketers on interpreting dashboards and applying insights; run recurring insights reviews and share best practices for data storytelling to drive adoption and action.
Champion privacy-aware measurement and ethical use of data in collaboration with Legal/Compliance.
To be successful in this position, we require the following:
Bachelor's degree in marketing, analytics, statistics, business, computer science, or related field
A minimum of (5) years of hands-on experience in marketing analytics/insights/reporting with measurable impact on channel optimization and campaign ROI.
The following would be a plus:
Excellent written and verbal communication skills
Strong analytical and problem-solving abilities with the ability to distill complex information into actionable insights
Commitment to the mission and values of the organization
High degree of integrity, discretion, and professionalism
Collaborative and team-oriented approach to partnerships
Ability to work independently and thrive in dynamic, fast-paced environments
Empathetic and mission-driven, prioritizing relationships built on respect and compassion
Demonstrated exceptional organizational, time management, and attention to detail
Demonstrated ability to consolidate data across web analytics, SEO/SEM, paid media, social, email/SMS, and CRM; fluency working across multiple tools/platforms
Proficiency in dashboarding/visualization (e.g., Power BI) and data storytelling; working SQL/data transformation skills preferred
Experience standing up or contributing to VoC programs (survey design, text/sentiment analysis, social listening, closed-loop actioning)
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 Banker
Bluffton, IN job
Job Description
First Merchants Bank is seeking a Client Relationship Banker to join our team! This full time position will complete goals on individual and team sales metrics for the banking center to achieve the strategic and tactical goals of the company. Serve as a primary point of contact in the banking center for sales and services requests. Exceed personal production goals and deliver a meaningful client experience. Lead new account acquisition activities and participate in outbound calling activities to increase market share. Prospect, generate, process and close consumer loans. Engage with the management team in business banking activities.
As part of the role you will:
Provide high quality customer service on a wide variety of general banking matters.
Assess client's financial position to identify additional relationship opportunities.
Consult with staff on checks for cashing; accept and process stop payment orders.
Assist clients in reconciliation of accounts, answer questions and resolve complaints.
Engage team members and business partners to assist clients with a variety of personal and business banking needs. Perform lobby management responsibilities.
Drive banking center productivity and growth through the following responsibilities:
Develop and implement sales tactics to drive consumer deposit, loan growth, and household acquisition.
Achieve all partner referral and appointment goals monthly.
Actively participate in teleconsulting activities including call blocks and call nights.
Participate and take ownership of the results of all marketing campaigns and promotions.
Fully capitalize on referrals from team members and leads from business partners.
Utilize guided conversation in the client profiling tool to deepen client relationships and deliver the whole bank.
Convert service and problem resolution opportunities to sales opportunities to deepen client relationships and increase share of wallet.
Utilize digital tools to provide education and help clients enroll in and utilize electronic banking products and services during account onboarding.
Complete all new account onboarding calls and activities in a timely fashion.
Exceed all established individual and team sales goals.
Participate in outbound calling activities to increase market share. Outbound calling activities include but are not limited to First Direct presentations, partnership with community organizations, HSA presentations, Business Banking Calls and additional partner calls.
Assist with sales and service leadership.
Support associates in the attainment of individual and team sales and service goals.
Fully engage in the sales management process including, but not limited to leading daily huddles, weekly sales meetings, touch bases and coaching sessions.
Utilize client relationship management tool (CRM) and other sales tools to record, track and maintain sales records for the incentive plan.
Monitor and resolve deposit and loan exceptions in a timely fashion to ensure compliance and improve client experience.
Train, coach, and guide staff with operational and sales skills.
Comply with information and physical security policies including consumer and business verification procedures.
Attend and/or complete applicable and required training sessions.
Understand and ensure compliance for regulations and reporting, including but not limited to: BSA, OFAC, CIP, EDD, etc.
Adhere to and participate in completing the branch daily security checklist including items such as assisting with operational aspects of the banking center; control opening and closing of the banking center, conduct audits, and banking center balancing.
To be successful in this position, we require the following:
High school diploma or equivalent (GED).
Over two (2) years of banking, sales, or related experience to include selling products or services; or, if Bachelor's degree, then demonstrated leadership or goal achievement in related school activities or internships.
This position requires S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Employees hired or transferring into this position will need to meet the qualification requirements within three (3) months of hire.
Obtain Notary Public designation within six (6) months of employment.
To be successful in this position, the following physical requirements are:
Ability to stand for long periods of time and move freely about the office.
Ability to lift files, open file cabinets, bending, and stooping.
Ability to ambulate fingers to utilize office equipment such as a computer, phone, printer, etc.
The following would be a plus:
Prior banking experience
Bachelor's degree
Demonstrated ability to sell and cross-sell banking 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!
Service Associate (Teller) - Travel
New Haven, IN job
Job Description
First Merchants Bank is seeking a Service Associate - Reserve (Travel Teller) 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 to meet the current and future financial needs of bank customers. We support you so you can exceed personal production 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.
To be successful in this position, we require the following:
High School Diploma or Equivalent.
3 months of sales, cash handling, or related experience.
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!
CSR/Teller - Angola, IN - Part-Time
Angola, IN job
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION: Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Customer Experience:
• Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met
• Provide follow up to customer questions and find solutions to address issues
• Be responsive and timely with correspondence to keep lines of communication open and clear
• Maintain a position of trust and responsibility by keeping all customer business confidential
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies, always maintaining ethical behavior.
Operations:
• Perform daily office responsibilities, working with the platform team, to maintain the efficient operation of the office.
• Maintain a balancing record that is in line with policy. Find and correct outages and enlist help as needed.
• Maintain knowledge of the bank policies and financial center procedures and take responsibility to keep up to date on any changes.
• Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Lead Customer Service Representative or other leadership as necessary.
• Demonstrate sound judgment in decision making, abiding to established guidelines and procedures.
Referrals:
• During customer interactions and Customer Outreach identify customer needs and refer customers to Bankers and business partners, as appropriate, for a consultative conversation
• Build and maintain a working knowledge of the Retail products and services offered
• Utilize appropriate tools for all referrals sent to personal bankers and business partners for tracking purposes
Perform other duties as assigned.
SUPERVISORY RESPONSIBILITIES: None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
• High school diploma/GED.
• Work involves extensive cash handling.
• Work involves contact with the public, adhere to dress code guidelines.
• Must have the ability to interact comfortably and confidently with the public.
• Position requires knowledge of retail policies and procedures, to perform the essential duties.
• Work requires the ability to take initiative and demonstrate sound judgment in decision-making and problem resolution.
• Demonstrate the company's core values, work as one bank, take accountability, be respectful & inclusive, act with integrity.
• Need to have flexibility in scheduling.
WORKING CONDITIONS:
• Normal office environment.
• Extensive viewing of computer screens.
CSR/Teller - Angola, IN - Part-Time
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Angola, Indiana 46703
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-ApplyMarket President
Fort Wayne, IN job
First Merchants Bank is seeking a Market President to join our team! This position will provide strategic leadership for assigned market by working with advisory boards, senior and executive management to establish and realign short-range goals, strategies, and tactical plans ensuring financial, customer/community, internal sales process and learning and growing objective are achieved.
Essential Duties and Responsibilities:
Plan, develop, organize, implement, direct and evaluate assigned market's fiscal function and performance, including market share growth, and provide leadership across all lines of business within assigned market.
Provide leadership for all commercial line of business in assigned market.
Represent the bank in relationship with major customers, suppliers, competitors, commercial bankers, government agencies and professional organizations.
Interview, hire, train and oversee the performance of commercial banking staff, includes conduct performance appraisals, monitor performance issues, plan for employee development and training, counsel, motivate, coach, mentor, etc.
Develop and implement an aggressive sales and marketing strategy to develop new and existing relationships, involves:
Identify and develop prospects into significant new relationships.
Aggressive sales call plan which aligns with established goals.
Cross sell opportunities.
Ensure bank reporting tool is utilized for reporting progress.
Continually monitor current loans and customer's credit profile to ensure complete conformity with terms, involves:
Ensure current credit and financial information is obtained as needed and/or that collateral is adequate.
Review financial problems with customers; provide expert advice as necessary.
Direct accountability for loss prevention; determine necessary action to be taken on all loans, includes resolving marginal and delinquent loans.
Remain cognizant of developing trends.
Extend credit within assigned limits to commercial customers, involves:
Interview applicants and obtain information concerning their business needs, abilities and earnings, and assess credit risk.
Obtain and analyze pertinent financial data or appraise the adequacy of collateral pledged.
Review, validate and/or approve letters of credit.
In order to be successful in this position, we require the following:
Bachelor's degree.
A minimum of ten (10) years of commercial banking experience.
The following would be a plus:
Master's degree in business administration (MBA)
Completion of a respected banking school
First Merchants offers the following:
Base Pay PLUS Bonuses
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!
Consumer Client Service Manager
Fort Wayne, IN job
First Merchants Bank is seeking a Consumer Client Service Manager to join our team! This position will focus on leading and developing the banking center team in collaboration with the Banking Center Manager. They will take a leading role in mentoring and coaching the team to exceed sales and referral goals and deliver high quality customer service expectations, and will play a key role in ensuring the operational soundness of the banking center through training, inspecting, and coaching to policies and procedures.
As part of this role you will:
* Work with the Banking Center Manager to implement and lead sales tactics and strategies for the banking center to drive sales productivity while growing market share for deposits and loans.
* Provide balanced feedback through ongoing informal and formal documented coaching sessions monthly as a part of the Sales Management Process.
* Utilize the kiosk to provide education and help new and existing customers enroll in electronic banking products and services as needed.
* Effectively utilize and mentor to the guided conversation to deepen client relationships and deliver the whole bank through cross selling and partner referrals to increase share of wallet.
* Be the first person to provide assistance on the teller line during peak times or when needed to help reduce wait times and fill service gaps.
* Manage all operational aspects of the banking center. Ensure successful results on the operational scorecard for the banking center.
* Monitor and assist with the resolution of deposit and loan exceptions in a timely fashion to ensure compliance and improve the customer experience.
To be successful in this position, we require the following:
* High school diploma or equivalent (GED/HSE).
* Experience - Over one (1) year of sales, management, banking, or related experience.
* License - This position requires S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Employees hired or transferring into this position will need to meet the qualification requirements within three (3) months of hire.
* Other - Obtain Notary Public designation within six (6) months of employment.
The following would be a plus:
* Demonstrated ability to sell and cross-sell bank products and services.
* Consumer lending experience.
* Supervisory or lead experience in the banking industry.
* Demonstrated ability to manage sales team to achieve threshold activity levels and performance goals.
* Bachelor's degree.
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 Banker
Bluffton, IN job
First Merchants Bank is seeking a Client Relationship Banker to join our team! This full time position will complete goals on individual and team sales metrics for the banking center to achieve the strategic and tactical goals of the company. Serve as a primary point of contact in the banking center for sales and services requests. Exceed personal production goals and deliver a meaningful client experience. Lead new account acquisition activities and participate in outbound calling activities to increase market share. Prospect, generate, process and close consumer loans. Engage with the management team in business banking activities.
As part of the role you will:
* Provide high quality customer service on a wide variety of general banking matters.
* Assess client's financial position to identify additional relationship opportunities.
* Consult with staff on checks for cashing; accept and process stop payment orders.
* Assist clients in reconciliation of accounts, answer questions and resolve complaints.
* Engage team members and business partners to assist clients with a variety of personal and business banking needs. Perform lobby management responsibilities.
* Drive banking center productivity and growth through the following responsibilities:
* Develop and implement sales tactics to drive consumer deposit, loan growth, and household acquisition.
* Achieve all partner referral and appointment goals monthly.
* Actively participate in teleconsulting activities including call blocks and call nights.
* Participate and take ownership of the results of all marketing campaigns and promotions.
* Fully capitalize on referrals from team members and leads from business partners.
* Utilize guided conversation in the client profiling tool to deepen client relationships and deliver the whole bank.
* Convert service and problem resolution opportunities to sales opportunities to deepen client relationships and increase share of wallet.
* Utilize digital tools to provide education and help clients enroll in and utilize electronic banking products and services during account onboarding.
* Complete all new account onboarding calls and activities in a timely fashion.
* Exceed all established individual and team sales goals.
* Participate in outbound calling activities to increase market share. Outbound calling activities include but are not limited to First Direct presentations, partnership with community organizations, HSA presentations, Business Banking Calls and additional partner calls.
* Assist with sales and service leadership.
* Support associates in the attainment of individual and team sales and service goals.
* Fully engage in the sales management process including, but not limited to leading daily huddles, weekly sales meetings, touch bases and coaching sessions.
* Utilize client relationship management tool (CRM) and other sales tools to record, track and maintain sales records for the incentive plan.
* Monitor and resolve deposit and loan exceptions in a timely fashion to ensure compliance and improve client experience.
* Train, coach, and guide staff with operational and sales skills.
* Comply with information and physical security policies including consumer and business verification procedures.
* Attend and/or complete applicable and required training sessions.
* Understand and ensure compliance for regulations and reporting, including but not limited to: BSA, OFAC, CIP, EDD, etc.
* Adhere to and participate in completing the branch daily security checklist including items such as assisting with operational aspects of the banking center; control opening and closing of the banking center, conduct audits, and banking center balancing.
To be successful in this position, we require the following:
* High school diploma or equivalent (GED).
* Over two (2) years of banking, sales, or related experience to include selling products or services; or, if Bachelor's degree, then demonstrated leadership or goal achievement in related school activities or internships.
* This position requires S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Employees hired or transferring into this position will need to meet the qualification requirements within three (3) months of hire.
* Obtain Notary Public designation within six (6) months of employment.
To be successful in this position, the following physical requirements are:
* Ability to stand for long periods of time and move freely about the office.
* Ability to lift files, open file cabinets, bending, and stooping.
* Ability to ambulate fingers to utilize office equipment such as a computer, phone, printer, etc.
The following would be a plus:
* Prior banking experience
* Bachelor's degree
* Demonstrated ability to sell and cross-sell banking 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!
Branch Banking - Client Consultant II - Licensed
Flagstar Bank job in Fort Wayne, IN
Title
Branch Banking - Client Consultant II - Licensed The Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.
Job Responsibilities:
Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.
Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
Risk Management: Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.
Performs more moderately complex special projects, and additional duties and responsibilities as required.
Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial goals and objectives, leveraging phone, and in-person appointments.
Engage in discovery-based conversations and provide customized financial advice by referring to Financial Consultants.
Job Requirements:
Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
Minimum experience required: 4 - 5 years customer service and sales experience, (including in the financial Services industry).
Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
Ability to train and mentor others, including products and platform procedures.
Life and Health Insurance Licenses (required within the first 90 days in role. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
FINRA Security Industry Essentials (SIE) (Required within 90 days of passing the Life and Health Insurance exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
FINRA License Series 6 (Required within 90 days of passing Security Industry Essentials exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam).
Experience in financial services industry, preferred.
Experience with using and demonstrating digital products and self-service technologies, preferred.
Flagstar is an Equal Opportunity Employer
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information:
Benefits | Flagstar Bank
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