Customer Service Representative (20 hours per week)
Customer service representative job at Mechanics Savings Bank
Mechanics Bank is currently searching for a part time Customer Service Representative to join our team at our Gonzales Branch.
The Customer Service Representative is responsible for assisting customers with banking transactions and offers referrals for additional products and services. Delivers excellent customer service. Responsible for the operational quality and accuracy of their work, including cash balancing processes. Follows all related policies and procedures and compliance with all banking regulations. Works with leadership team to achieve personal goals in the areas of deposit growth, business relationship growth, consumer relationship growth and operational soundness.
What you will do:
Perform routine teller transactions working directly with clients. Accepts, verifies, and processes basic to more complex customer transactions according to established procedures and security guidelines. Transactions include deposits, withdrawals, check cashing, payments, transfers, and transactions received through the mail or the night drop. Works quickly to service customers waiting in line, but maintains close attention to detail and complies with all policies, procedures and regulatory guidelines.
Responsible for maintaining and balancing a cash supply for transactions performed. Adheres to all cash handling policies and procedures and balances cash at the end of each shift.
Provides exemplary customer service. Represents the Bank and its products and services with pride and enthusiasm. Identify customer needs, provide information on products and services. Build awareness of new products and services, and identify customer needs to capitalize on the business referral opportunities. Provides additional information to customers regarding bank's special promotions.
Reviews customer transactions for red flags and fraudulent items. Maintains awareness of current criminal scams used against banking customers. Prevents customers from becoming victims of fraud. Refers customers to Branch Management and the proper department for issues that cannot be resolved at the teller line.
Represent the Bank and its products and services with pride and enthusiasm. Identify customer needs, provide information on products and services. Build awareness of new products and services, and identify customer needs to capitalize on the business referral opportunities. Provide additional information to customers regarding bank's special promotions.
Assists customers with account reconcilement, copies of statements and checks, check orders; account closure, and safe deposit box entrances.
Gathers data and processes various reports and forms (e.g., Currency Transaction Reports, Reg CC, holds, overdraft, etc.) to ensure compliance with Bank policies and procedures, Bank Secrecy Act/Anti-Money Laundering and regulatory compliance programs.
Who you are:
High School Degree or GED required.
Minimum of 1 year cash handling experience required in a customer facing role or experience in a banking environment with basic knowledge of bank deposit products and services required.
Excellent interpersonal skills, attention to detail, and customer service.
Ability to work independently, make decisions using available information and collaborate effectively as a team member.
Basic knowledge of Bank deposit products and services.
Ability to understand customer loan requests and make appropriate referrals.
Ability to understand customer requests and provide awareness of additional products and services to make appropriate referrals.
#LI-DNI
Pay Range: $20.00 - $23.00 hourly
Eligible for commission/incentive plans
Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.
Benefits package includes[1]:
Medical, prescription, dental, and vision coverage for employees and their eligible family members
Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits
Health Savings Account with employer contribution
Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit
401(k) and Roth 401(k) with company contribution
529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program
Supplemental Health plans, Voluntary Legal and Identity Theft Services
11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year
Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)
Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.
Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
Please view Equal Employment Opportunity Posters provided by OFCCP here.
To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit
California Privacy Policy for Prospective Employees | Mechanics Bank
[1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
Auto-ApplyCare Center Representative (Call Center)
Customer service representative job at Mechanics Savings Bank
Mechanics Bank is currently searching for a Care Center Representative (Call Center Representative) to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Irvine, Roseville or Walnut Creek locations.
Responsible for servicing the financial needs of clients through all Customer Care communications channels, web chat and phone, while actively contributing to the achievement of the department referral and service goals. Provide outstanding customer experiences by consistently providing premier customer service and professional resolution of problems/issues. Handle a variety of customer service and referral calls and chat interactions in a prompt and courteous manner to meet and exceed established goals.
What you will do:
Support the contact of bank customers and prospects through phone, electronic and chat channels to market an array of financial products and services.
May be required to support other sales channels with opening of new accounts or assist callers with obtaining services through the appropriate banking departments.
Utilize chat library and other tools to communicate with customers in accordance with the bank compliance and other processes.
Provide telephone support for customers requiring assistance with both traditional and electronic banking products. Use effective and professional telephone skills in receiving and responding to all types of customer telephone inquiries, providing information on bank products, policies, procedures and programs.
Maintain a solid understanding of the products and services being offered. Use judgment and reasoning skills to solve customer service problems within designated authority to handle chats or calls at point of contact.
Collect information about service problems or customer complaints and escalates customer disputes to the appropriate manager for resolution if necessary. Complete research and resolves documentation errors or discrepancies.
Forward more complex problems to management, as required.
Who you are:
High School diploma or equivalent required.
Bilingual (Spanish) candidates preferred but not required.
Minimum of 1 year experience as a call center representative with referral and service functions experience in a bank or financial institution.
Minimum typing speed of 50 wpm.
Possess excellent human relations and communications skills.
Possess friendly demeanor, can-do attitude, and willingness to help at all times. Use questioning and listening skills that support effective telephone communication. Identify and use voice skills to enhance telephone presentation.
Effectively cope with angry or upset customers and apply appropriate actions to effectively control a telephone call.
Able to cope with pressure resulting from meeting required productivity levels and deadlines. Able to protect and maintain confidential information.
Professional in appearance and in verbal communication.
Demonstrate teamwork in facilitating workflow.
#LI-DNI
Pay Range: $21-25 hourly
AIP/Bonus: up to 5%
Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.
Benefits package includes[1]:
Medical, prescription, dental, and vision coverage for employees and their eligible family members
Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits
Health Savings Account with employer contribution
Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit
401(k) and Roth 401(k) with company contribution
529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program
Supplemental Health plans, Voluntary Legal and Identity Theft Services
11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year
Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)
Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.
Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
Please view Equal Employment Opportunity Posters provided by OFCCP here.
To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit
California Privacy Policy for Prospective Employees | Mechanics Bank
[1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
Auto-ApplyAccount Service Representative
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, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often-that's what we call the courage to thrive. 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. Try new things, learn new skills and discover what you excel at-all from Day One.
As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other.
Job Description
Elavon is looking for an Account Service Representative to join our rapidly growing digital sales team! The ASR will be a key member of Elavon's Digital Distribution organization, winning new customers via digital experiences.
This role will be measured on sales enablement and efficiency, pipeline support, administrative process impact and revenue contribution.
Job Functions
You will be responsible for providing general administrative support to the Digital Sales team. The position will be responsible for supporting the teams by handling lower value and less complex sales and completion of administrative tasks.
Other key areas of responsibility will include:
Assist the Sales team with administrative tasks
Contact customers on behalf of US Bank Merchant Services to follow up on inbound queries (i.e. sales opportunities).
Proactively contact US Bank Merchant Services prospects and customers with information surrounding products and services.
Prospect and build a pipeline of qualified leads by contacting existing and new customers via outbound phone calls and emails.
Track all contacts and activities in the CRM database.
Qualify prospects by using strategic questioning techniques.
Identify and overcome objections and execute follow-up actions.
Demonstrate high motivation, integrity, and competence to work in a fast-paced team environment.
What You'll Bring
Experience and interest in the payments or SaaS industry considered an asset.
Strong adaptability and inclination for experimentation to meet evolving business needs.
High energy and comfortable with digital tools and technologies to drive sales productivity.
Coachability - seek feedback that will improve the team's performance.
Excellent communication and interpersonal skills (verbal and written).
Experience using Salesforce.com or another CRM, and Microsoft suite of office products.
Basic Qualifications
High school diploma or equivalent
Typically three to five years of customer service experience
Location: Atlanta, GA
Required Schedule: Monday through Friday, 10am to 7pm ET
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: $22.50 - $30.00
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.
Auto-ApplyDividend - Call Center Customer Service Agent-4
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 customer service 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 Customer Service 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
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Auto-ApplyDividend - Call Center Customer Service Agent
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 customer service 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 Customer Service Agent
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.
Dividend - Call Center Customer Service Agent-4
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 customer service 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 Customer Service 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.
Dividend - Call Center Customer Service Agent-4
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 customer service 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 Customer Service 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.
Auto-ApplyDividend - Call Center Customer Service Agent
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 customer service 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 Customer Service Agent
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45227
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Auto-ApplyPrivate Wealth Client Associate
Columbus, OH jobs
Columbus, 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.
Private Wealth Client Associate
Columbus, 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
CSR/Teller - Eastland, OH - Part-Time
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 customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Customer Experience:
• Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met
• Provide follow up to customer questions and find solutions to address issues
• Be responsive and timely with correspondence to keep lines of communication open and clear
• Maintain a position of trust and responsibility by keeping all customer business confidential
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies, always maintaining ethical behavior.
Operations:
• Perform daily office responsibilities, working with the platform team, to maintain the efficient operation of the office.
• Maintain a balancing record that is in line with policy. Find and correct outages and enlist help as needed.
• Maintain knowledge of the bank policies and financial center procedures and take responsibility to keep up to date on any changes.
• Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Lead Customer Service Representative or other leadership as necessary.
• Demonstrate sound judgment in decision making, abiding to established guidelines and procedures.
Referrals:
• During customer interactions and Customer Outreach identify customer needs and refer customers to Bankers and business partners, as appropriate, for a consultative conversation
• Build and maintain a working knowledge of the Retail products and services offered
• Utilize appropriate tools for all referrals sent to personal bankers and business partners for tracking purposes
Perform other duties as assigned.
SUPERVISORY RESPONSIBILITIES: None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
• High school diploma/GED.
• Work involves extensive cash handling.
• Work involves contact with the public, adhere to dress code guidelines.
• Must have the ability to interact comfortably and confidently with the public.
• Position requires knowledge of retail policies and procedures, to perform the essential duties.
• Work requires the ability to take initiative and demonstrate sound judgment in decision-making and problem resolution.
• Demonstrate the company's core values, work as one bank, take accountability, be respectful & inclusive, act with integrity.
• Need to have flexibility in scheduling.
WORKING CONDITIONS:
• Normal office environment.
• Extensive viewing of computer screens.
CSR/Teller - 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.
Auto-ApplyCCC Call Specialist I
Newark, OH jobs
* Role not eligible for sponsorship* We are recruiting candidates for our hybrid opportunity with our Customer Care Center team! Looking for candidates with availability to work shifts between 7:00am and 7:00pm Monday-Saturday Candidates must live within driving distance of one of these two locations:
51 North 3rd Street, Newark OH or 105 West Vine Street, Mount Vernon OH
After 90 days of employment, candidates selected for this position will be required to work onsite 1 day a week (Newark or Mount Vernon)
First 90 days of employment will work on site Monday, Tuesday, Friday (required)
5-week training period is 8:00a-5:00p schedule
First week: Day 1 will be onsite in Newark, Ohio (required)
Training Weeks 2-5: Work onsite Monday, Tuesday Friday (Newark or Mount Vernon, required)
* Internet Service Requirements for Remote Workers:
* Reliable cable-based Internet with a minimum 100 Mbps download speed
* Capability of using a wired connection to Internet Service Provider's equipment
* A Mi-Fi or cellular hotspot is not accepted
RESPONSIBILITIES LI#Hybrid
* Responsible for researching and resolving customer inquiries via telephone, Live Web Chat and/or email
* Provide customer support for electronic banking products and services, including Online Banking, Bill Payment, Mobile Banking, Messenger, Online Account Opening, and both Debit and Credit card inquiries
* Resolve customer inquiries and issues promptly regarding new accounts, existing accounts, loans, payments, automatic transfers, interest rates and investment certificates in a professional manner
* Complete and maintain related account maintenance
* Complete research and resolve documentation errors or discrepancies
* Cross-sell Bank services and supports all functions within the Customer Care Center
* Provides information to customers on Bank policies, procedures and programs
* Adheres to the Customer Care Center performance metrics to ensure service levels and customer expectations are consistently achieved
* Maintain and project the Banks professional reputation through professional and courteous interactions with customers
* Complete ongoing internal education opportunities to sustain broad base of product, service and technical knowledge
* Individually participates in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise-wide risks
* Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
* Deliver a consistent, high level of service within our Serving More standards
* Other duties as assigned
COMPETENCIES
* Interpersonal/Customer Service Skills
* Written and Verbal Communication
* Ability to understand and follow directions
* Adaptable to change
* Basic Computer Skills
* Organizational Skills/Detail Oriented
* Able to Multi-Task or Juggle Priorities
EDUCATION - CERTIFICATIONS - WORK EXPERIENCE
High School diploma or equivalent required
College coursework in business related field preferred
Some retail bank experience or general customer service preferred
PHYSICAL REQUIREMENTS
This position must be able to remain in a stationary position 75% of the time, constantly operate a computer, and is in constant communication with customers and coworkers to discuss and observe account information in order to exchange accurate information.
SCHEDULE
This position is hourly and full time. A minimum 37.5 hours is required to maintain eligibility for full-time status. Generally the position will require 37.5-40 hours per week.
Shifts range from 7a-7p Monday through Saturday
CCC Call Specialist I
Ohio jobs
* Role not eligible for sponsorship* We are recruiting candidates for our hybrid opportunity with our Customer Care Center team! Looking for candidates with availability to work shifts between 7:00am and 7:00pm Monday-Saturday Candidates must live within driving distance of one of these two locations:
51 North 3rd Street, Newark OH or 105 West Vine Street, Mount Vernon OH
After 90 days of employment, candidates selected for this position will be required to work onsite 1 day a week (Newark or Mount Vernon)
First 90 days of employment will work on site Monday, Tuesday, Friday (required)
5-week training period is 8:00a-5:00p schedule
First week: Day 1 will be onsite in Newark, Ohio (required)
Training Weeks 2-5: Work onsite Monday, Tuesday Friday (Newark or Mount Vernon, required)
* Internet Service Requirements for Remote Workers:
* Reliable cable-based Internet with a minimum 100 Mbps download speed
* Capability of using a wired connection to Internet Service Provider's equipment
* A Mi-Fi or cellular hotspot is not accepted
RESPONSIBILITIES LI#Hybrid
* Responsible for researching and resolving customer inquiries via telephone, Live Web Chat and/or email
* Provide customer support for electronic banking products and services, including Online Banking, Bill Payment, Mobile Banking, Messenger, Online Account Opening, and both Debit and Credit card inquiries
* Resolve customer inquiries and issues promptly regarding new accounts, existing accounts, loans, payments, automatic transfers, interest rates and investment certificates in a professional manner
* Complete and maintain related account maintenance
* Complete research and resolve documentation errors or discrepancies
* Cross-sell Bank services and supports all functions within the Customer Care Center
* Provides information to customers on Bank policies, procedures and programs
* Adheres to the Customer Care Center performance metrics to ensure service levels and customer expectations are consistently achieved
* Maintain and project the Banks professional reputation through professional and courteous interactions with customers
* Complete ongoing internal education opportunities to sustain broad base of product, service and technical knowledge
* Individually participates in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise-wide risks
* Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
* Deliver a consistent, high level of service within our Serving More standards
* Other duties as assigned
COMPETENCIES
* Interpersonal/Customer Service Skills
* Written and Verbal Communication
* Ability to understand and follow directions
* Adaptable to change
* Basic Computer Skills
* Organizational Skills/Detail Oriented
* Able to Multi-Task or Juggle Priorities
EDUCATION - CERTIFICATIONS - WORK EXPERIENCE
High School diploma or equivalent required
College coursework in business related field preferred
Some retail bank experience or general customer service preferred
PHYSICAL REQUIREMENTS
This position must be able to remain in a stationary position 75% of the time, constantly operate a computer, and is in constant communication with customers and coworkers to discuss and observe account information in order to exchange accurate information.
SCHEDULE
This position is hourly and full time. A minimum 37.5 hours is required to maintain eligibility for full-time status. Generally the position will require 37.5-40 hours per week.
Shifts range from 7a-7p Monday through Saturday
CCC Call Specialist I
Mount Vernon, OH jobs
* Role not eligible for sponsorship* We are recruiting candidates for our hybrid opportunity with our Customer Care Center team! Looking for candidates with availability to work shifts between 7:00am and 7:00pm Monday-Saturday Candidates must live within driving distance of one of these two locations:
51 North 3rd Street, Newark OH or 105 West Vine Street, Mount Vernon OH
After 90 days of employment, candidates selected for this position will be required to work onsite 1 day a week (Newark or Mount Vernon)
First 90 days of employment will work on site Monday, Tuesday, Friday (required)
5-week training period is 8:00a-5:00p schedule
First week: Day 1 will be onsite in Newark, Ohio (required)
Training Weeks 2-5: Work onsite Monday, Tuesday Friday (Newark or Mount Vernon, required)
* Internet Service Requirements for Remote Workers:
* Reliable cable-based Internet with a minimum 100 Mbps download speed
* Capability of using a wired connection to Internet Service Provider's equipment
* A Mi-Fi or cellular hotspot is not accepted
RESPONSIBILITIES LI#Hybrid
* Responsible for researching and resolving customer inquiries via telephone, Live Web Chat and/or email
* Provide customer support for electronic banking products and services, including Online Banking, Bill Payment, Mobile Banking, Messenger, Online Account Opening, and both Debit and Credit card inquiries
* Resolve customer inquiries and issues promptly regarding new accounts, existing accounts, loans, payments, automatic transfers, interest rates and investment certificates in a professional manner
* Complete and maintain related account maintenance
* Complete research and resolve documentation errors or discrepancies
* Cross-sell Bank services and supports all functions within the Customer Care Center
* Provides information to customers on Bank policies, procedures and programs
* Adheres to the Customer Care Center performance metrics to ensure service levels and customer expectations are consistently achieved
* Maintain and project the Banks professional reputation through professional and courteous interactions with customers
* Complete ongoing internal education opportunities to sustain broad base of product, service and technical knowledge
* Individually participates in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise-wide risks
* Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
* Deliver a consistent, high level of service within our Serving More standards
* Other duties as assigned
COMPETENCIES
* Interpersonal/Customer Service Skills
* Written and Verbal Communication
* Ability to understand and follow directions
* Adaptable to change
* Basic Computer Skills
* Organizational Skills/Detail Oriented
* Able to Multi-Task or Juggle Priorities
EDUCATION - CERTIFICATIONS - WORK EXPERIENCE
High School diploma or equivalent required
College coursework in business related field preferred
Some retail bank experience or general customer service preferred
PHYSICAL REQUIREMENTS
This position must be able to remain in a stationary position 75% of the time, constantly operate a computer, and is in constant communication with customers and coworkers to discuss and observe account information in order to exchange accurate information.
SCHEDULE
This position is hourly and full time. A minimum 37.5 hours is required to maintain eligibility for full-time status. Generally the position will require 37.5-40 hours per week.
Shifts range from 7a-7p Monday through Saturday
CSR/Teller - Compton Rd FC - Full Time
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 Customer Service 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 - Compton Rd FC - 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 -- Cincinnati, Ohio 45231
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Auto-ApplyCSR/Teller - Tiffin - Part Time
Tiffin, 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 service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Customer Experience:
• Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met
• Provide follow up to customer questions and find solutions to address issues
• Be responsive and timely with correspondence to keep lines of communication open and clear
• Maintain a position of trust and responsibility by keeping all customer business confidential
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies, always maintaining ethical behavior.
Operations:
• Perform daily office responsibilities, working with the platform team, to maintain the efficient operation of the office.
• Maintain a balancing record that is in line with policy. Find and correct outages and enlist help as needed.
• Maintain knowledge of the bank policies and financial center procedures and take responsibility to keep up to date on any changes.
• Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Lead Customer Service Representative or other leadership as necessary.
• Demonstrate sound judgment in decision making, abiding to established guidelines and procedures.
Referrals:
• During customer interactions and Customer Outreach identify customer needs and refer customers to Bankers and business partners, as appropriate, for a consultative conversation
• Build and maintain a working knowledge of the Retail products and services offered
• Utilize appropriate tools for all referrals sent to personal bankers and business partners for tracking purposes
Perform other duties as assigned.
SUPERVISORY RESPONSIBILITIES: None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
• High school diploma/GED.
• Work involves extensive cash handling.
• Work involves contact with the public, adhere to dress code guidelines.
• Must have the ability to interact comfortably and confidently with the public.
• Position requires knowledge of retail policies and procedures, to perform the essential duties.
• Work requires the ability to take initiative and demonstrate sound judgment in decision-making and problem resolution.
• Demonstrate the company's core values, work as one bank, take accountability, be respectful & inclusive, act with integrity.
• Need to have flexibility in scheduling.
WORKING CONDITIONS:
• Normal office environment.
• Extensive viewing of computer screens.
CSR/Teller - Tiffin - 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 -- Tiffin, Ohio 44883
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Auto-ApplyCSR/Teller - Chillicothe Downtown - Full Time
Chillicothe, 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 service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible for the most complex duties of a CSR, exercising considerable independent judgement. 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:
• Collaborate with Financial Center Manager to ensure all monthly cash counts are completed.
• Partner with Financial Center Manager to gather and report monthly FCA requests.
• Perform daily office responsibilities, working with the CSR and Bankers, to maintain the efficient operation of the office.
• Maintain a balancing record that is in line with policy. Find and correct outages and assist others as needed.
• Maintain knowledge of the bank policies and financial center procedures and take responsibility to keep up to date on any changes.
• Demonstrate sound judgment in decision making, abiding to established guidelines and procedures.
• Assist in training newly hired Customer Service Representative
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.
• Position requires in-depth knowledge of retail policies and procedures, to perform the essential duties with minimal supervision.
• Work involves contact with the public, adhere to dress code guidelines.
• Must have the ability to interact comfortably and confidently with the public.
• Work requires the ability to take initiative and demonstrate sound judgment in decision-making and problem resolution.
• Act as a leader and a resource for both customers and platform team.
• 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 - Chillicothe Downtown - 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 -- Chillicothe, Ohio 45601
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Auto-ApplyPrivate Wealth Client Associate
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.
Private Wealth Client Associate
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
CSR/Teller - Sandusky, OH - Full Time
Sandusky, 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 service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Customer Experience:
* Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met
* Provide follow up to customer questions and find solutions to address issues
* Be responsive and timely with correspondence to keep lines of communication open and clear
* Maintain a position of trust and responsibility by keeping all customer business confidential
* Follow the Bancorp Code of Business Conduct and Ethics and other related policies, always maintaining ethical behavior.
Operations:
* Perform daily office responsibilities, working with the platform team, to maintain the efficient operation of the office.
* Maintain a balancing record that is in line with policy. Find and correct outages and enlist help as needed.
* Maintain knowledge of the bank policies and financial center procedures and take responsibility to keep up to date on any changes.
* Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Lead Customer Service Representative or other leadership as necessary.
* Demonstrate sound judgment in decision making, abiding to established guidelines and procedures.
Referrals:
* During customer interactions and Customer Outreach identify customer needs and refer customers to Bankers and business partners, as appropriate, for a consultative conversation
* Build and maintain a working knowledge of the Retail products and services offered
* Utilize appropriate tools for all referrals sent to personal bankers and business partners for tracking purposes
Perform other duties as assigned.
SUPERVISORY RESPONSIBILITIES: None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
* High school diploma/GED.
* Work involves extensive cash handling.
* Work involves contact with the public, adhere to dress code guidelines.
* Must have the ability to interact comfortably and confidently with the public.
* Position requires knowledge of retail policies and procedures, to perform the essential duties.
* Work requires the ability to take initiative and demonstrate sound judgment in decision-making and problem resolution.
* Demonstrate the company's core values, work as one bank, take accountability, be respectful & inclusive, act with integrity.
* Need to have flexibility in scheduling.
WORKING CONDITIONS:
* Normal office environment.
* Extensive viewing of computer screens.
CSR/Teller - Sandusky, 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 -- Sandusky, Ohio 44870
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.
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