Customer service specialist job at JPMorgan Chase & Co.
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset& Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Asset Management:
Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
As a Client Account Specialist supporting our Customized Managed Account Solutions business, you will be responsible for facilitating new account set up processes for our Tax Smart Separately Managed Accounts (SMAs). You will interact with a range of Intermediary platforms where our products are available to monitor for new account submissions and ensure accurate recording of applicable new account attributes in our required systems. Additionally, you will partner and communicate with internal stakeholders to ensure timely account implementation.
Responsibilities include, but are not limited to:
Daily monitoring of new account submissions into our Tax Smart SMAs from Intermediaries which may be received via different communication methods (ie. email or extracting from client portals)
Accurately record new account attributes (Financial advisor details, strategy selection, client customization, tax budget for a tax transition) in internal systems in a timely manner to ensure accounts are invested in accordance to established SLAs and to facilitate downstream processes including performance calculation and fee billing
Communicate effectively with key stakeholders within client service and operations to ensure a smooth hand-off of new account requests for implementations or to escalate identified issues with requests for resolution
Support updating and maintenance of account attributes based on requested changes communicated by Financial Advisors (such as a change in tax budget to facilitate a tax transition)
Leverage our digital platform to product tax transition reports upon Financial Advisor request
Provide additional support to the broader SMA client service team including but not limited to internal MIS reporting, regulatory mailings or aged debt monitoring
Create and manage internal presentations to provide business/project updates
Prioritize work, meet tight deadlines, and possess strong attention to detail
Interact and communicate confidently and effectively with internal stakeholders
Have a strong controls mindset adhering to internal procedures to achieve process consistency
Work successfully and efficiently in a team-based environment
Utilize judgment and discretion when working with highly confidential information
Adapt to and drive change to improve the client experience and operational efficiency
The Client Account Specialist must be able to:
Qualifications
1-3 years' experience with exposure/involvement in one or more of the various Asset Management businesses or Asset Management Operations/Client Service areas
Experience in retail SMA client service or operations a plus
Expertise with Excel (e.g., using pivot tables, formulas, etc.)
Expertise in PowerPoint: creating slides / charts and editing presentations
Strong communication skills (written and oral) with ability to deliver messages clearly and succinctly
Demonstrate ability to multi-task and re-prioritize daily tasks
$99k-128k yearly est. Auto-Apply 2d ago
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Asset Management - Client Service Contract Team - Contract Specialist - Associate
Jpmorgan Chase 4.8
Customer service specialist job at JPMorgan Chase & Co.
Take charge of the contract management process for J.P. Morgan's diverse investment products, where your expertise drives business growth, strengthens key partnerships, and puts you at the center of high-impact collaboration with senior leaders and industry experts.
As the Contract Specialist within JP Morgan's Asset Management you are an accountable member of the US Intermediary Contract team with primary responsibility for the contract management process - approval, negotiations and administration for the J.P. Morgan Mutual Funds, Global Liquidity, 529, Commingled, ETF, Alternatives and Managed Account businesses. This includes responsibility for the approval process, administration, preparation, and negotiation of contracts, coordination of due diligence, and responsibility for processes and controls relating to the timely completion of contracts. These contracts play a critical role in enabling business growth and maintaining relationships with our Intermediary partners. This position fosters relationships and regularly interacts with senior management, sales teams, business leaders, and legal and compliance personnel across multiple investment lines ( US Funds, Institutional, Global Liquidity, Separately Managed Account businesses) .
**Job responsibilities**
+ Manage the standard contract and governance process; ownership of the bespoke/negotiated contracts, across our various investment products; information resource to legal, line of business senior management, sales and service teams in Funds impacted by the contract process
+ Maintain central records for all contracts and respective fee arrangements with financial intermediaries; includes accountability for data integrity and oversight of contract management tool. Maintenance and ownership of department contract procedures
+ Partner with internal legal - running the weekly meeting, manager, compliance, invoice team, product, sales management and management of other functional areas to coordinate effective, fluid and timely management of the contract negotiation process
+ Expected to make decisions concerning the day-to-day operation of the various entities, exercise good judgment and escalate issues appropriately
+ Anticipate the needs of clients and work to consistently meet or exceed those needs, will require regular interaction with senior level personnel at the Funds' distribution partners
+ Work independently or in coordination with internal sales team to address client inquiries and respond to information requests
+ Become the agreement expert; fully understand how J.P. Morgan Funds conducts business across various sales channels and client segments
**Required qualifications, capabilities, and skills**
+ Bachelor's degree required
+ Experience in asset management, compliance, or legal
+ Strong time, project management, and organizational skills in deadline-driven environments
+ Motivated self-starter focused on client service, able to work independently and as part of a team
+ Mindset for continuous process improvement, influencing change and collaboration across the organization
+ Solution-oriented, leading initiatives to enhance processes and drive results.
+ Excellent communication and presentation skills, able to tailor messages for various audiences; proficient in Microsoft Office (Word, Excel, PowerPoint) and reporting
**Preferred qualifications, capabilities, and skills**
+ FINRA Series 6 or 7 strongly preferred
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
$56k-80k yearly est. 60d+ ago
CBTO Customer Service Representative
U.S. Bank 4.6
Remote
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job DescriptionWe're seeking individuals who are personable and naturally friendly, detail-oriented, bright and inquisitive, and excellent communicators. You will work in a fast-paced environment and utilize your skills to provide a consistent, exceptional customerservice experience. You must be located in Arizona, Kentucky, Missouri, Ohio, and Texas.Pay: $20hr.
Start Date: February 9, 2026
Training: We have 8 weeks of Training, the first 7 weeks will be classroom training Monday - Friday 9:00am-6:00pm CT. The 8th week will be side by side training with mentor and will work hired schedule. Successful completion of the training program necessitates 100% of attendance over the 8 week duration.
Schedule after training: We are open Monday-Friday 7 am to 8 pm CST and 8 am to 2 pm CST on Saturday for our customers to reach us.
As a CustomerService Representative, you are the first point of contact for our customers. You will play a vital role in providing excellent customerservice to clients seeking support with their mortgage and other banking products. You will work in an Hands-on constructive management stye environment.
Responsibilities include:
• Interacting with U.S. Bank Customers to provide excellent customerservice, answers to questions and problem resolution
• Using critical thinking and remaining solution-focused throughout customer interactions
• Creating customer loyalty by offering customers the identified products and services to benefit their financial needs
• Promote online banking - guiding customers through self-service options and helping troubleshoot issues, using co-browse
Why Should You Apply:
• You're passionate and want to make a difference in people's lives
• You're excited about being part of a collaborative team and providing ideas for process improvement and innovation
• You love interacting with customers and building loyalty
• You are seeking excellent training and development opportunities and a professional environment
• Paid 8-week training program with 100% attendance.
• A supportive team environment with low attrition.
• Regular team activities and incentives such as virtual murder mystery events and cookie giveaways.
• Opportunities for career growth and development.
• The chance to make a real impact in the lives of our clients.
• You want a comprehensive benefits package, including medical, dental, vision, paid vacation and holidays, tuition reimbursement, 401(k) with company match and pension plan Basic Qualifications
- High school diploma or equivalent
- Two to four years of relevant experience Preferred Skills/Experience- Strong phone communication skills with a customer-centric approach
- Problem-solving/critical thinking skills
- Proven time-management and organizational skills
- Familiarity with digital applications (e.g. banking apps, money transfer apps, payment/billing apps)
- Strong technology skills with the ability to navigate multiple computer systems, applications, and utilize search tools to find information
- Ability to work independently in a remote setting free from distractions
- Associates Degree, Bachelor's Degree, or some college experience a plus
- Previous customerservice or call center experience is a plus - Leadership experience a plus Location expectations
This role is designated as U.S. home-based remote.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $20.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$20-20 hourly Auto-Apply 2d ago
Customer Service Representative-Mountain/Pacific Time Zones
PNC Financial Services Group, Inc. 4.4
Wyoming jobs
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a CustomerService Representative, you will provide routine service support to PNC customers who initiate contact with the Customer Care Center. This may involve questions regarding products, online directions, and their accounts. You will communicate directly with customers, as well as internal and external service partners to effectively resolve issues, questions, and service requests. This is a remote position. Work may be performed from a quiet, confidential space in a home location, approved by PNC. This position may not be available in all geographic locations. Employees must provide the following additional requirements for success in a virtual role: * Work Space - A dedicated and confidential work space which includes a door that can be closed for privacy. * High speed internet - High speed internet service with a direct wired connection to a cable or fiber modem and router, capable of at least 20 mbps download and upload speeds. This connection must not be DSL, Satellite, dial up, Cellular, Microwave, Broadband Powerline (BPL), or any other ISP that is not cable or fiber. You must have wired connection in the room with the modem and router. Wireless internet is not permitted/supported Generally, this opening is expected to be posted for 48 business hours from 12/9/25, although longer with business discretion. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Performs customerservice activities and initiatives for a broad range of products, services and problem resolution that occurs across multiple channels for our customers. Delivers CARES model to customers and service partners. * Receives, investigates and responds to customer inquiries regarding products, services and issues via all channels through which customers are served. * Resolves customerservice inquiries and issues. Recommends appropriate solutions. Refers complex or reoccurring issues. * Maintains high levels of customer satisfaction consistent with PNC's core values. Demonstrates commitment to quality through customer and service partner interactions. * Documents customer interactions and completes service requests to minimize customer effort or additional action. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customizedcustomer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Accountability, Continual Improvement Process, Customer Interactions, CustomerService, Decision Making, Relationship Building, Results-Oriented, Technical Support Competencies Accuracy and Attention to Detail, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Fraud Detection and Prevention, Knowledge of a Specific Customer Support Function, Managing Multiple Priorities, Problem Solving, Products and Services, Tech Savvy Work Experience Roles at this level typically do not require a university / college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties. Typically service) may be considered.
Education No Degree Certifications No Required Certification(s) Licenses No Required License(s) Pay Transparency Base Salary: $34,000.00 - $59,800.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 12/09/2025, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$34k-59.8k yearly 30d ago
Dividend - Call Center Customer Service Agent-4
Fifth Third Bank, N.A 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: This person will be the first point of contact for customers who have general inquiries, concerns, or requests regarding their solar and home improvement loans. This role will require a high level of professionalism and the ability to provide world class customerservice when speaking with customers.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
+ Promptly answer all incoming calls in a professional and friendly manner and determine the nature of the caller's request
+ Provide outstanding service by answering questions and assisting with a wide range of support related to their solar system or loan application
+ Assist customers with payment and billing questions
+ Communicate and coordinate with internal departments as needed
+ Follow up on customer interactions
+ Perform customer identity verifications
+ Document customer Interactions with concise and detailed account notes
+ Adhere to all Dividend policies and procedures
+ Other projects and duties as assigned
MINIMUM KNOWLEDGE AND SKILLS REQUIRED:
+ Bilingual (English/Spanish) preferred but not required
+ Must be available to work evenings and weekends and potentially in a remote work environment (position is local to San Diego, CA)
+ At least six months recent call center experience required
+ High school graduate or equivalent
+ Able to multi-task while providing accurate, efficient and exceptional service
+ Excellent communication skills and a positive demeanor
+ Proven organizational skills and ability to prioritize
+ Experience with CRM required (salesforce preferred)
+ Analytical and data driven
+ Ability to work well independently
+ Excellent interpersonal and communication skills
Dividend - Call Center CustomerService Agent-4
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45227
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$28k-33k yearly est. 60d+ ago
Dividend - Call Center Customer Service Agent-4
Fifth Third Bank 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: This person will be the first point of contact for customers who have general inquiries, concerns, or requests regarding their solar and home improvement loans. This role will require a high level of professionalism and the ability to provide world class customerservice when speaking with customers.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
* Promptly answer all incoming calls in a professional and friendly manner and determine the nature of the caller's request
* Provide outstanding service by answering questions and assisting with a wide range of support related to their solar system or loan application
* Assist customers with payment and billing questions
* Communicate and coordinate with internal departments as needed
* Follow up on customer interactions
* Perform customer identity verifications
* Document customer Interactions with concise and detailed account notes
* Adhere to all Dividend policies and procedures
* Other projects and duties as assigned
MINIMUM KNOWLEDGE AND SKILLS REQUIRED:
* Bilingual (English/Spanish) preferred but not required
* Must be available to work evenings and weekends and potentially in a remote work environment (position is local to San Diego, CA)
* At least six months recent call center experience required
* High school graduate or equivalent
* Able to multi-task while providing accurate, efficient and exceptional service
* Excellent communication skills and a positive demeanor
* Proven organizational skills and ability to prioritize
* Experience with CRM required (salesforce preferred)
* Analytical and data driven
* Ability to work well independently
* Excellent interpersonal and communication skills
Dividend - Call Center CustomerService Agent-4
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45227
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$28k-33k yearly est. Auto-Apply 38d ago
Customer Service & Support Representative - CCC Eastern/Central Time Zones
PNC Bank 4.4
Homestead, PA jobs
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success.
As a CustomerService Representative, you will provide routine service support to PNC customers who initiate contact with the Customer Care Center. This may involve questions regarding products, online directions, and their accounts. You will communicate directly with customers, as well as internal and external service partners to effectively resolve issues, questions, and service requests. This is a remote position. Work may be performed from a quiet, confidential space in a home location, approved by PNC. This position may not be available in all geographic locations.
Employees must provide the following additional requirements for success in a virtual role:
• Work Space - A dedicated and confidential work space which includes a door that can be closed for privacy.
• High speed internet - High speed internet service with a direct wired connection to a cable or fiber modem and router, capable of at least 20 mbps download and upload speeds. This connection must not be DSL, Satellite, dial up, Cellular, Microwave, Broadband Powerline (BPL), or any other ISP that is not cable or fiber. You must have wired connection in the room with the modem and router. Wireless internet is not permitted/supported PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description
Performs customerservice activities and initiatives for a broad range of products, services and problem resolution that occurs across multiple channels for our customers. Delivers CARES model to customers and service partners.
Receives, investigates and responds to customer inquiries regarding products, services and issues via all channels through which customers are served.
Resolves customerservice inquiries and issues. Recommends appropriate solutions. Refers complex or reoccurring issues.
Maintains high levels of customer satisfaction consistent with PNC's core values. Demonstrates commitment to quality through customer and service partner interactions.
Documents customer interactions and completes service requests to minimize customer effort or additional action.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customizedcustomer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsAccountability, Continual Improvement Process, Customer Interactions, CustomerService, Decision Making, Relationship Building, Results-Oriented, Technical SupportCompetenciesAccuracy and Attention to Detail, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Fraud Detection and Prevention, Knowledge of a Specific Customer Support Function, Managing Multiple Priorities, Problem Solving, Products and Services, Tech SavvyWork ExperienceRoles at this level typically do not require a university / college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties. Typically service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesNo Required License(s) Pay TransparencyBase Salary: $26,000.00 - $55,200.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 11/03/2025, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$26k-55.2k yearly Auto-Apply 60d+ ago
Private Wealth Client Associate
Bank of America 4.7
Upper Arlington, OH jobs
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Skills:
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
$42k-53k yearly est. Auto-Apply 44d ago
CSR/Teller - Eastland, OH - Part-Time
Fifth Third Bank, N.A 4.6
Columbus, 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: Provide excellent customerservice 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 CustomerService 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 - Eastland, OH - 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 -- Columbus, Ohio 43232
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.
$31k-36k yearly est. 28d ago
Homeowners Asst Customer Care Specialist
Fifth Third Bank 4.6
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: Under moderate supervision SPOC Specialist will work with borrowers, foreclosure attorneys, and internal departments such as Loss Mitigation, Bankruptcy and Foreclosure, in an attempt to provide the borrower with current account status and information regarding their Loss Mitigation application. The specialist works to minimize customer complaints and frustration involved in understanding the complexities of foreclosure and loss mitigation efforts. The Specialist must be well versed in departmental, investor, insurer and legal guidelines in all states.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
DUTIES & RESPONSIBILITIES:
#Analyze the borrower situations and requests. Responding to all borrower inquiries in a timely manner.
#Commitment to a sound customer experience and dedication to assist the borrower with any loan questions including but not limited to Loss Mitigation, Foreclosure, Bankruptcy, Escrow or related CustomerService issues when applicable.
# Knowledge of all Loss Mitigation options offered by Fifth Third Bank and available to the borrower.
# Must be able to provide the borrower on the actions needed to be evaluated for Loss Mitigation options, specifically the application process, pending deadlines and the denial appeal process if applicable.
# Welcome calls to the borrower.
# Full and complete servicing system documentation on all borrower contact and contact attempts.
# Ability to provide timely live telephonic responses to all customer inquiries regarding the Loss Mitigation application process or other loan related inquiries.
#Responds and researches customer inquiries. Researches appropriate course of action. Follows up with management when needed to escalate potential issues.
#Extensive knowledge of FiServ, ALS, CACS, COMIT and ACE.
#Review foreclosure holds and pending foreclosure action for accuracy. Possessing full knowledge of circumstances under which Fifth Third may make a referral to foreclosure.
# Ensure timeline are being met.
#Continue to monitor loan resolution status from 45 day delinquent through the Loss Mitigation effort and until Foreclosure sale. Acknowledging special GÇ£continuity of contactGÇ¥ designation and responsibility does not end until the loan is currentforathree consecutive months.
#Ensures that all required documentation is made available to management for problem resolution.
# Corresponds with borrower on account status and progress.
#Updates records to ensure that the customer has received the appropriate assistance, and that Fifth Third Bank has knowledge of the location and condition of the collateral.
#Reviews and analyzes pay histories and customer records.
# Ensures system is properly updated for monthly reporting.
# Performs other duties as assigned by the management team.
# Interacts with numerous internal departments to obtain information and complete research necessary for customer inquiries.
# Assist internal departments with following up on missing Loss Mitigation application documents.
KNOWLEDGE & SKILLS REQUIRED:
#High School Diploma or equivalent.
#Minimum 2 years Collections or Default Servicing experience.
#Intermediate proficiency level in Microsoft Word and Excel.
#Excellent oral and written communication skills.
#Understanding of collections and default servicing practices. Loss Mitigation, foreclosure, bankruptcy and REO experience preferred.
#Ability to evaluate a customer#s situation without judgment being a customer advocate.
#Excellent customerservice skills with both external and internal customers.
#Required to know & adhere to FDCPA / Privacy Act / state laws as well as other bank policies and investor requirements in regards to collection guidelines.
#Strong organizational skills and attention to detail.
#Ability to work independently with minimal supervision.
#Ability to work overtime as needed.
#Strong telephone and follow-up skills, and the ability to meet deadlines.
#Working knowledge of collection processes and procedures required.
#Must be able to work in a team environment to interact with employees and all levels of the organizations.
WORKING CONDITIONS:
#Normal office environment with little exposure to dust, and extreme temperatures.
#Noise level is moderate to high.
#Extending viewing of computer screens.
#Repetitive Keystroke movements and typing skills.
#Lift and/or move up to 10 lbs; occasionally lift/and or move up to 25lbs.
#Extensive time on the phone with customers up to 100% of the workday.
Homeowners Asst Customer Care Specialist
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
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.
$30k-35k yearly est. Auto-Apply 18d ago
Homeowners Asst Customer Care Specialist
Fifth Third Bank 4.6
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: Under moderate supervision SPOC Specialist will work with borrowers, foreclosure attorneys, and internal departments such as Loss Mitigation, Bankruptcy and Foreclosure, in an attempt to provide the borrower with current account status and information regarding their Loss Mitigation application. The specialist works to minimize customer complaints and frustration involved in understanding the complexities of foreclosure and loss mitigation efforts. The Specialist must be well versed in departmental, investor, insurer and legal guidelines in all states.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
DUTIES & RESPONSIBILITIES:
#Analyze the borrower situations and requests. Responding to all borrower inquiries in a timely manner.
#Commitment to a sound customer experience and dedication to assist the borrower with any loan questions including but not limited to Loss Mitigation, Foreclosure, Bankruptcy, Escrow or related CustomerService issues when applicable.
# Knowledge of all Loss Mitigation options offered by Fifth Third Bank and available to the borrower.
# Must be able to provide the borrower on the actions needed to be evaluated for Loss Mitigation options, specifically the application process, pending deadlines and the denial appeal process if applicable.
# Welcome calls to the borrower.
# Full and complete servicing system documentation on all borrower contact and contact attempts.
# Ability to provide timely live telephonic responses to all customer inquiries regarding the Loss Mitigation application process or other loan related inquiries.
#Responds and researches customer inquiries. Researches appropriate course of action. Follows up with management when needed to escalate potential issues.
#Extensive knowledge of FiServ, ALS, CACS, COMIT and ACE.
#Review foreclosure holds and pending foreclosure action for accuracy. Possessing full knowledge of circumstances under which Fifth Third may make a referral to foreclosure.
# Ensure timeline are being met.
#Continue to monitor loan resolution status from 45 day delinquent through the Loss Mitigation effort and until Foreclosure sale. Acknowledging special Gǣcontinuity of contactGǥ designation and responsibility does not end until the loan is currentforathree consecutive months.
#Ensures that all required documentation is made available to management for problem resolution.
# Corresponds with borrower on account status and progress.
#Updates records to ensure that the customer has received the appropriate assistance, and that Fifth Third Bank has knowledge of the location and condition of the collateral.
#Reviews and analyzes pay histories and customer records.
# Ensures system is properly updated for monthly reporting.
# Performs other duties as assigned by the management team.
# Interacts with numerous internal departments to obtain information and complete research necessary for customer inquiries.
# Assist internal departments with following up on missing Loss Mitigation application documents.
KNOWLEDGE & SKILLS REQUIRED:
#High School Diploma or equivalent.
#Minimum 2 years Collections or Default Servicing experience.
#Intermediate proficiency level in Microsoft Word and Excel.
#Excellent oral and written communication skills.
#Understanding of collections and default servicing practices. Loss Mitigation, foreclosure, bankruptcy and REO experience preferred.
#Ability to evaluate a customer#s situation without judgment being a customer advocate.
#Excellent customerservice skills with both external and internal customers.
#Required to know & adhere to FDCPA / Privacy Act / state laws as well as other bank policies and investor requirements in regards to collection guidelines.
#Strong organizational skills and attention to detail.
#Ability to work independently with minimal supervision.
#Ability to work overtime as needed.
#Strong telephone and follow-up skills, and the ability to meet deadlines.
#Working knowledge of collection processes and procedures required.
#Must be able to work in a team environment to interact with employees and all levels of the organizations.
WORKING CONDITIONS:
#Normal office environment with little exposure to dust, and extreme temperatures.
#Noise level is moderate to high.
#Extending viewing of computer screens.
#Repetitive Keystroke movements and typing skills.
#Lift and/or move up to 10 lbs; occasionally lift/and or move up to 25lbs.
#Extensive time on the phone with customers up to 100% of the workday.
Homeowners Asst Customer Care Specialist
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45227
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide excellent customerservice 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 CustomerService 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 - Elliott Drive, Middleton, OH - Full-Time
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Middletown, Ohio 45044
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION: Provide excellent customerservice 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 CustomerService 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 - Elliott Drive, Middleton, OH - Full-Time
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Middletown, Ohio 45044
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.
$31k-36k yearly est. Auto-Apply 2d ago
Private Wealth Client Associate
Bank of America 4.7
Cincinnati, OH jobs
Cincinnati, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************
**:**
_Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance._
_Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America._
_Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations._
_At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused._
**Job Description:**
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
**Responsibilities:**
+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
+ Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
**Skills:**
+ Account Management
+ Client Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Business Development
+ Client Solutions Advisory
+ Pipeline Management
+ Prioritization
+ Administrative Services
+ Emotional Intelligence
+ Referral Identification
+ Written Communications
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.**
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$41k-51k yearly est. 57d ago
Private Wealth Client Associate
Bank of America 4.7
Cincinnati, OH jobs
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Skills:
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
$41k-51k yearly est. Auto-Apply 57d ago
Private Wealth Client Associate
Bank of America Corporation 4.7
Cincinnati, OH jobs
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
* Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
* Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
* Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
* Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
* Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Skills:
* Account Management
* Client Management
* Customer and Client Focus
* Issue Management
* Oral Communications
* Business Development
* Client Solutions Advisory
* Pipeline Management
* Prioritization
* Administrative Services
* Emotional Intelligence
* Referral Identification
* Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
$41k-51k yearly est. 25d ago
CSR/Teller - Byrne Glendale (Toledo, OH) - Full Time
Fifth Third Bank, N.A 4.6
Toledo, 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: Provide excellent customerservice 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 CustomerService Representative or other leadership as necessary.
- Demonstrate sound judgment in decision making, abiding to established guidelines and procedures.
Referrals:
- During customer interactions and Customer Outreach identify customer needs and refer customers to Bankers and business partners, as appropriate, for a consultative conversation
- Build and maintain a working knowledge of the Retail products and services offered
- Utilize appropriate tools for all referrals sent to personal bankers and business partners for tracking purposes
Perform other duties as assigned.
SUPERVISORY RESPONSIBILITIES: None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
- High school diploma/GED.
- Work involves extensive cash handling.- Work involves contact with the public, adhere to dress code guidelines.
- Must have the ability to interact comfortably and confidently with the public.
- Position requires knowledge of retail policies and procedures, to perform the essential duties.
- Work requires the ability to take initiative and demonstrate sound judgment in decision-making and problem resolution.
- Demonstrate the company's core values, work as one bank, take accountability, be respectful & inclusive, act with integrity.
- Need to have flexibility in scheduling.
WORKING CONDITIONS:
- Normal office environment.
- Extensive viewing of computer screens.
CSR/Teller - Byrne Glendale (Toledo, OH) - Full Time
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Toledo, Ohio 43614
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$32k-36k yearly est. 3d ago
CSR/Teller - Willoughby South (Willoughby), OH - Part-Time
Fifth Third Bank, N.A 4.6
Willoughby, 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: Provide excellent customerservice 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 CustomerService 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 - Willoughby South (Willoughby), OH - 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 -- Willoughby, Ohio 44094
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.
$32k-36k yearly est. 21d ago
CSR/Teller - Wyoming, OH - Part-Time
Fifth Third Bank, N.A 4.6
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: Provide excellent customer care to customers regarding daily transactions, addressing inquiries, and problem resolution, in accordance with Fifth Third Bank policies. Refer customers to the appropriate business partner for products and services uncovered during business interactions and/or conversations.
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 Function:
+ Promote good customer experience by consistently providing best in class customer satisfaction by adhering to and applying customer experience key behaviors in a friendly demeanor, exemplifying a can-do attitude, and portraying a willingness to help at all times.
+ Have a developed rapport with the customer base and have knowledge of account ownership.
+ Act with confidence by answering and/or finding answers to customer questions and finding solutions to customer issues.
+ Be responsive and timely with correspondence and problem resolution.
+ 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, maintaining ethical behavior at all times.
Operations Function:
+ 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 and have the ability to find and correct outages and to 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 CustomerService Representative or other leadership as necessary.
+ Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures.
Referrals Function:
+ Consistently meet or exceed sales referrals, as set by management.
+ Actively involve self in daily huddles, sales meetings and staff meetings.
+ Maintain a well-developed working knowledge of the complete line of Retail products and services offered, taking responsibility to keep up to date and request assistance for further development needs.
+ Initiate conversations to uncover customer needs and effectively refer customers to business partners for the selling of bank products and services.
+ Utilize appropriate tools for all referrals sent to business partners for tracking purposes.
+ Consistent daily review of tools and dashboards for referral progression and monitoring of referral fulfillment to ensure proper disposition of referrals.
+ Continuously increase knowledge and skills through self-motivation, formal education, seminars and in-house training.
SUPERVISORY RESPONSIBILITIES:
None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ High school diploma/GED.
+ Work involves extensive cash handling, which requires ability to perform advanced math functions.
+ Work involves contact with the public, necessitating the ability to present a professional image.
+ Must have the ability to interact comfortably and confidently with the public and demonstrate the initiative to initiate dialogue.
+ Work requires the ability to properly read and write well enough to communicate in both oral and written form.
+ Position requires knowledge of retail policies and procedures in order to perform the essential duties.
+ Work requires the ability to take initiative and utilize sound judgment in decision-making and diplomacy and tact in problem resolution.
+ Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management.
+ Need to have flexibility in scheduling.
WORKING CONDITIONS:
+ Normal office environment.
+ Extending viewing of computer screens.
CSR/Teller - Wyoming, OH - 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 -- Wyoming, Ohio 45215
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.
$31k-36k yearly est. 31d ago
Float CSR/Teller - Elyria, OH - Full-Time
Fifth Third Bank, N.A 4.6
Elyria, 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: Provide excellent customerservice 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. Ability to work collaboratively in different financial centers.
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. Share all feedback with RAM, Financial Center Manager and Program Manager to ensure consistence through all financial centers.
- Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Lead CustomerService 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
Other:
Perform other duties as assigned.
Ability to work collaboratively in different financial centers.
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 in-depth 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.
- Travel will be required.
Float CSR/Teller - Elyria, OH - Full-Time
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Elyria, Ohio 44035
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.