Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Customer Operations role may be the role for you! To be eligible for this role, candidates must live within 100 miles radius of one of the following zip codes (excluding CA) and report in person, when required, with at least 24 hours notice.
23060 (Richmond, VA)
23320 (Chesapeake, VA)
33634 (Tampa, FL)
89144 (Las Vegas, NV)
75024 (Plano, TX)
19801 (Wilmington, DE)
68521 (Lincoln, NE)
56301 (St. Cloud, MN)
The responsibilities of this role include facilitating in a virtual environment by providing learning with materials that support our US Card curriculum. This individual will partner closely with key business associates providing input as needed, be familiar with adult learning theory, and communicate business intent learning materials effectively in a virtual environment. This will be done through coaching, performance management and people leadership while supporting new hires and internal agents on their learning journey.
Learning Associate Job Description:
* Facilitates both virtual and in person learning experience aligned to industry best practices
* Deliver on identified learning objectives
* Manage challenging classroom situations; oversees performance management of the classroom experience
* Prepare for class in a well-managed way following the Virtual Classroom Guide (class set-up, roster, communication, logistics, technology access, etc)
* Integrate business strategy and priorities into delivery as appropriate
* Partner with appropriate stakeholders to include compliance and other specialty projects
* Consult with clients to understand needs and provide recommendations
* Stay current on team meeting materials & updates
* Complete admin. duties as needed (Class Folder Updates, Weekly Training Report Completion, System access request follow up
* Deliver coaching and feedback to learners
* Able to adapt to different learning styles and technological platforms
What we value:
* Collaboration: You will engage with peers to balance urgency and quality, ensuring that our learners have the necessary information, tools, resources to service our customers .
* Kindness: In our dynamic business environment, you will demonstrate understanding and optimism, serving as a positive change agent who fosters an inclusive and supportive atmosphere.
* Assurance: You will achieve impactful results that enhance the skills and expertise of millions of customers, instilling a sense of trust in our training processes.
Basic Qualifications:
* High School Diploma, GED, or equivalent certification
* At least 2 years of experience facilitating trainings
* At least 2 years of experience in Microsoft Office or Google Suite
Preferred Qualifications:
* 3+ years of experience using facilitator tools such as Zoom, Snag It and virtual training tools
* 3+ years of experience facilitating trainings
Work from Home Technology Requirements
* Secure home office environment that is free from background noise and distractions
* Reliable private internet connection that is not supplied via cellular data or hotspot is required
* A private network that is password protected where you have ownership or line of site sight to every device on the network
* Internet service must be provided by Cable or Fiber Internet Service Providers (ISP)
* Hotspots and satellite services are prohibited and do not meet performance criteria required for optimal agent/customer interactions
* ISP download speeds on VPN must be at least 5Mbps, with 10+ Mbps preferred
* To validate ISP speeds from a Chrome browser, go to *************** type Speed Test and run from the Google landing page
* Both Hardwire and WiFi internet connections are acceptable as long as speed and security requirements are met
Capital One reserves the right to request proof of internet provider, speed and service package from the associate. Requirements are subject to change, as new systems and technology is delivered. Capital One reserves the right to modify internet service requirements with sixty (60) days notice. Internet Service Provider specs can change by provider and location within the US. If you are experiencing consistent issues with internet stability Capital One reserves the right to ask the agent to upgrade internet service to ensure a good customer experience.
Work from Home Location Requirements
Candidates must live within 100 mile radius of 23060 (Richmond, VA), 23320 (Chesapeake, VA), 33634 (Tampa, FL), 89144 (Las Vegas, NV), 75024 (Plano, TX), or 19801 (Wilmington, DE), 68521 (Lincoln, NE), or 56301 (St Cloud, MN) and report in person, when required, with at least 24 hours notice.
We are unable to consider applicants who:
* Do not maintain network-compatible internet access
* Live or work beyond the 100 mile radius of their dedicated location, or
* Live or work in the state of California.
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Plano, TX: $66,700 - $76,100 for Learning Associate
Chesapeake, VA: $66,700 - $76,100 for Learning Associate
Tampa, FL: $66,700 - $76,100 for Learning Associate
Lincoln, NE: $66,700 - $76,100 for Learning Associate
Las Vegas, NV: $66,700 - $76,100 for Learning Associate
Wilmington, DE: $66,700 - $76,100 for Learning Associate
Richmond, VA: $66,700 - $76,100 for Learning Associate
St Cloud, MN: $66,700 - $76,100 for Learning Associate
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Customer Operations role may be the role for you! To be eligible for this role, candidates must live within 100 miles radius of one of the following zip codes (excluding CA) and report in person, when required, with at least 24 hours notice.
23060 (Richmond, VA)
23320 (Chesapeake, VA)
33634 (Tampa, FL)
89144 (Las Vegas, NV)
75024 (Plano, TX)
19801 (Wilmington, DE)
68521 (Lincoln, NE)
56301 (St. Cloud, MN)
The responsibilities of this role include facilitating in a virtual environment by providing learning with materials that support our US Card curriculum. This individual will partner closely with key business associates providing input as needed, be familiar with adult learning theory, and communicate business intent learning materials effectively in a virtual environment. This will be done through coaching, performance management and people leadership while supporting new hires and internal agents on their learning journey.
Learning Associate Job Description:
* Facilitates both virtual and in person learning experience aligned to industry best practices
* Deliver on identified learning objectives
* Manage challenging classroom situations; oversees performance management of the classroom experience
* Prepare for class in a well-managed way following the Virtual Classroom Guide (class set-up, roster, communication, logistics, technology access, etc)
* Integrate business strategy and priorities into delivery as appropriate
* Partner with appropriate stakeholders to include compliance and other specialty projects
* Consult with clients to understand needs and provide recommendations
* Stay current on team meeting materials & updates
* Complete admin. duties as needed (Class Folder Updates, Weekly Training Report Completion, System access request follow up
* Deliver coaching and feedback to learners
* Able to adapt to different learning styles and technological platforms
What we value:
* Collaboration: You will engage with peers to balance urgency and quality, ensuring that our learners have the necessary information, tools, resources to service our customers .
* Kindness: In our dynamic business environment, you will demonstrate understanding and optimism, serving as a positive change agent who fosters an inclusive and supportive atmosphere.
* Assurance: You will achieve impactful results that enhance the skills and expertise of millions of customers, instilling a sense of trust in our training processes.
Basic Qualifications:
* High School Diploma, GED, or equivalent certification
* At least 2 years of experience facilitating trainings
* At least 2 years of experience in Microsoft Office or Google Suite
Preferred Qualifications:
* 3+ years of experience using facilitator tools such as Zoom, Snag It and virtual training tools
* 3+ years of experience facilitating trainings
Work from Home Technology Requirements
* Secure home office environment that is free from background noise and distractions
* Reliable private internet connection that is not supplied via cellular data or hotspot is required
* A private network that is password protected where you have ownership or line of site sight to every device on the network
* Internet service must be provided by Cable or Fiber Internet Service Providers (ISP)
* Hotspots and satellite services are prohibited and do not meet performance criteria required for optimal agent/customer interactions
* ISP download speeds on VPN must be at least 5Mbps, with 10+ Mbps preferred
* To validate ISP speeds from a Chrome browser, go to *************** type Speed Test and run from the Google landing page
* Both Hardwire and WiFi internet connections are acceptable as long as speed and security requirements are met
Capital One reserves the right to request proof of internet provider, speed and service package from the associate. Requirements are subject to change, as new systems and technology is delivered. Capital One reserves the right to modify internet service requirements with sixty (60) days notice. Internet Service Provider specs can change by provider and location within the US. If you are experiencing consistent issues with internet stability Capital One reserves the right to ask the agent to upgrade internet service to ensure a good customer experience.
Work from Home Location Requirements
Candidates must live within 100 mile radius of 23060 (Richmond, VA), 23320 (Chesapeake, VA), 33634 (Tampa, FL), 89144 (Las Vegas, NV), 75024 (Plano, TX), or 19801 (Wilmington, DE), 68521 (Lincoln, NE), or 56301 (St Cloud, MN) and report in person, when required, with at least 24 hours notice.
We are unable to consider applicants who:
* Do not maintain network-compatible internet access
* Live or work beyond the 100 mile radius of their dedicated location, or
* Live or work in the state of California.
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Plano, TX: $66,700 - $76,100 for Learning Associate
Chesapeake, VA: $66,700 - $76,100 for Learning Associate
Tampa, FL: $66,700 - $76,100 for Learning Associate
Lincoln, NE: $66,700 - $76,100 for Learning Associate
Las Vegas, NV: $66,700 - $76,100 for Learning Associate
Wilmington, DE: $66,700 - $76,100 for Learning Associate
Richmond, VA: $66,700 - $76,100 for Learning Associate
St Cloud, MN: $66,700 - $76,100 for Learning Associate
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$66.7k-76.1k yearly 3d ago
Hybrid Mail Services Specialist
Commonwealth of Massachusetts 4.7
Boston, MA jobs
A state government agency is seeking a Mail Services Associate to join the Commonwealth Print and Mail Services Team. The ideal candidate will operate mail equipment, manage deliveries, and maintain postal records. Strong initiative and a collaborative mindset are essential for success in this flexible, hybrid work setting. Applicants must have two years of experience in electronic data processing or equivalent coursework. Comprehensive benefits are included. Background check is required.
#J-18808-Ljbffr
$76k-120k yearly est. 2d ago
Customer Service Advisor
Barclays Plc 4.6
Dayton, OH jobs
Purpose of the role
To provide resolutions for customer queries/issues and personalise each interaction through the use of multiple communication channels.
Accountabilities
Collaboration across multiple digital channels to personalise each interaction with a customer.
Enhancing the bank's digital capabilities when current technology is identified as not yet ready to support.
Provision of exceptional customer service to clients by responding to inquiries, resolving issues and handling client requests efficiently.
Support the collaboration of internal stakeholders including sales, operational, and risk management teams to meet client needs and expectations, so that transactions are executed accurately and on time.
Support teams within the business operations function as needed, including risk management, compliance and collections.
Comply with all regulatory requirements and internal policies related to customer care.
To provide resolutions for customer queries/issues and personalise each interaction through the use of multiple communication channels.
Analyst Expectations
To meet the needs of stakeholders/ customers through specialist advice and support
Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles.
Likely to have responsibility for specific processes within a team
They may lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. They supervise a team, allocate work requirements and coordinate team resources.
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others.
OR for an individual contributor, they manage own workload, take responsibility for the implementation of systems and processes within own work area and participate on projects broader than direct team.
Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams.
Check work of colleagues within team to meet internal and stakeholder requirements.
Provide specialist advice and support pertaining to own work area.
Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams.
Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise.
Make judgements based on practise and previous experience.
Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures.
Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements.
Build relationships with stakeholders/ customers to identify and address their needs.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Join us at Barclays as a Customer Service Advisor and help make a real difference to our customers every day. Whether your background is in customer service, retail, hospitality, or any other role where you've supportedcustomers, this is your chance to bring your passion for helping people to a role where your empathy and dedication can truly shine. You'll be the friendly face and first point of contact for our Retail Banking customers in branch or at one of our local hubs, offering face to face guidance and support with every interaction.
As part of our Customer Care team, you'll work 5 days per week, including some weekends, and start with a competitive salary of £26,500. On top of that, you'll enjoy our comprehensive core benefits package, which includes a pension plan, private medical insurance, life insurance, and income protection. With full training and the support of our collaborative team, we'll ensure you have everything you need to succeed and grow with us.
At Barclays, we're not just offering you a role-we're offering you a career.
$39k-49k yearly est. 3d ago
Customer Care Agent
Advance Financial 4.3
Johnson City, TX jobs
Working at Advance Financial is more than just another job. We pride ourselves on creating a world-class experience for our customers and employees. Our call center is open 365 days a year, including weekends and holidays, while still providing flexible working hours. You will work at the office during training. After your training is complete, you may be eligible for our work-from-home program, based on individual performance qualifications and business needs.
Benefits We Offer
$18-$22 per hour
$500 Sign-on Bonus paid after 90 days of employment
100% company-paid health insurance
401k with 5% company match
Student Loan Repayment Plan
Paid Parental Leave
On-site gym
Generous PTO plan including a Paid Birthday holiday
What You'll Do
Manage mostly inbound calls for current and potential customers
Answer questions about our products and services, take payments and offer outstanding customersupport
Verify and update customer account information as necessary
Meet daily, monthly and quarterly metrics based off customer service-related measures
Identify and escalate customer calls with complex issues
Work cross-functionally with internal teams to ensure a seamless customer experience
Happily complete other responsibilities assigned
What We're Looking For
High School Graduate or equivalent (some higher education preferred)
2+ years of experience in a service-related field (call center preferred)
Must show a "Happy to Help" attitude at all times
Excellent communication skills in-person and over-the-phone
Well versed in Microsoft Office, and Google Suite
Quick to change and willing to ask questions rather than wait to be instructed
Incredible with time management and organizing yourself
Ability to retain a large amount of information at once
Physical Demands
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. He or she must be able to work with a computer screen that is quickly changing and flashing the user to be alert of specific information. Must be available to work all shifts, days, evenings, nights and weekends. Must be able to remain in a stationary position for 50% of the time.
Work Environment
Fast-paced retail service environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
AAP/EEO Statement
In order to provide equal employment and advancement opportunities to all individuals, employment decisions at the Company will be based on merit, qualifications, and abilities. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, or any other characteristic protected by law. This policy governs all aspects of employment, including selection, job assignment, compensation, discipline, termination, and access to benefits and training. Any employees with questions or concerns about any type of discrimination in the workplace are encouraged to bring these issues to the attention of their immediate supervisor and/or the VP, Human Resources. Employees can raise concerns and make reports without fear of reprisal. Anyone found to be engaging in any type of unlawful discrimination will be subject to disciplinary action, up to and including termination of employment.
#JCCCA
$18-22 hourly 3d ago
Wholesale Relationship Specialist IV (Hybrid) (Greensboro, NC)
Atlantic Union Bank 4.3
Greensboro, NC jobs
The Relationship Specialist IV responsibilities include a variety of commercial banking support activities as an essential contributor to the success of the Wholesale Banking Line of Business. Team members in this role directly interact with Wholesale Banking clients and closely collaborate with Wholesale Banking Relationship Managers, Credit Portfolio Managers, Treasury Management, Loan Services, and other bank personnel to efficiently originate and service loans and deposit accounts in the assigned portfolio(s). Additionally, the Relationship Specialist implements and facilitates client relationship management tasks to ensure a consistently high-quality banking experience. The Relationship Specialist IV also provides support to the Manager of Wholesale Support and/or the Group Leader, Wholesale Support in training and mentoring junior Relationship Specialists.
Position Accountabilities
Manages and responds to daily incoming client requests and inquiries in a timely and professional manner. Performs necessary research and maintenance to provide or facilitate solutions, and if applicable, logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures.
Works proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion.
Executes and adheres to all federal and state regulations governing bank operations including BSA/AML requirements, as well as the Bank's loan and deposit origination, documentation, and administration policies and procedures. Exercises discretion and ensures confidentiality of all customary and proprietary materials and data.
Opens, services, and maintains wholesale deposit accounts in adherence to state and federal regulations and Bank policies and procedures.
Maintains a strong working knowledge of the Bank's Treasury Management products and services as they relate to receivables, payables, fraud prevention, and liquidity to be a subject matter expert for other Relationship Specialists.
Monitors daily non-sufficient funds and unposted transaction reports, obtains necessary approvals and processes decisions, and communicates with clients and Bank personnel to facilitate timely and accurate postings.
Processes payments and advances on loan accounts and transfers and stop payments on deposit accounts.
Gathers, images, and files financial statements and documents as needed.
Orders and/or requests pre-closing due diligence items including, but not limited to lien searches, flood certifications, business valuations, appraisals, and environmental reports. Ensures accurate completion of all required flood documentation.
Completes detailed due diligence in accordance with associated regulatory requirements and bank policies and procedures to ensure quality account documentation and prevent exceptions.
Collects information and/or documentation to comply with BSA/AML requirements for customer identification, customer due diligence, and beneficial ownership information including entity organizational documents, orders OFAC and Identity Verification searches, and completes associated quality assurance to ensure compliance with state and federal regulations and Bank policies and procedures.
Works directly with Centralized Doc Prep to request internally prepared loan documents and ensures loan documents are reviewed for accuracy and completeness prior to closing, funding, and boarding of loans.
Handles internal loan closings and coordinates external loan closings, to include engaging and working with Bank counsel, closing attorneys, and title companies, as applicable, throughout the loan document preparation and closing process.
Funds and boards loans, to include reviewing requests for accuracy and preparing physical loan packages for imaging and record retention shipment.
Prepares tickets, online transaction entries (OTEs), and wire transfers as needed.
Manages and/or assists in the management of construction and/or development loans with oversight from the Construction Loan Specialists Group and Wholesale Banking Relationship Managers to update and maintain construction funding budgets, order inspections and title updates, and process draw requests.
If in Commercial Real Estate, the Relationship Specialist will assist in the management of Builder Lines of Credit, including but not limited to managing inventory and tracking allowable exposure based on the credit approval documents, which requires granular oversight.
Maintains a strong working knowledge of specialized loans, including but not limited to modified builder lines, low income housing tax credit loans (LIHTC), asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities to serve as a subject matter expert to others.
Assists with reporting and clearing exceptions associated with loan and deposit accounts.
Prepares loan account pay off quotes and coordinates collateral releases as applicable.
Assists with the preparation of client presentation materials.
Assists with maintaining data integrity for the CRM and other critical bank systems by facilitating accurate source system account assignments.
Serves as subject matter expert to assist other Relationship Specialists with reviewing loan documentation prior to closing.
Assists with mentoring, coaching, and training new and existing Relationship Specialists.
Completes all assigned training, including but not limited to compliance training, on or before the due date.
Serves as a back-up for other Relationship Specialists to ensure a balanced workload.
Assists the Wholesale Support Manager/Group Leader in training, problem solving, and mentoring junior Relationship Specialists; assists with prioritizing workflow and redirecting or handling of surplus workload as needed.
May participate in projects and initiatives and assist with maintaining, updating, and creating procedures; assists with creating common knowledge and consistent practices within
This role provides opportunities to begin assisting with financial statement interpretation, industry trend identification, risk rating analysis, as well as the introduction to entry level commercial underwriting concepts.
Promotes an environment that supports diversity, equity, inclusion, and belonging and reflects the Atlantic Union Bank brand and culture.
Performs other duties as assigned.
Organizational Relationship
This position reports to either a Manager of Wholesale Support or a Group Leader, Wholesale Support
Position Qualifications
Education & Experience
High school diploma or equivalent, college degree preferred
Seven plus years of wholesale or consumer banking or industry related experience required
Three plus years of commercial loan and deposit experience required
Knowledge & Skills
Exceptional customer service and problem-solving proficiency
Superior time management
Excellent oral, written, and interpersonal communication
Very organized and detail oriented
Expert proficiency in reading and interpreting Title Policies and understanding of Real Estate Collateral
Expert proficiency in reading and interpreting UCC lien and judgment search results
Ability to prioritize and manage multiple priorities
Flexible, able to adapt to change
Ability to work independently as well as within a team environment
Outstanding analytical skills
First-rate computer skills relevant to Microsoft 365 Suite
Expert proficiency in commercial loan documentation, including specialized loans, Master Title Policies and Masters Deeds of Trust
Strong working knowledge of business deposit accounts
Extensive and strong working knowledge of banking software programs
Experience with Construction Management software, bank loan documentation software, loan origination software, CRM platforms, Core bank applications, and business online banking platforms are preferred.
Management and mentor experience are beneficial.
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$67k-114k yearly est. 3d ago
Wholesale Relationship Specialist III (Burlington) (HYBRID)
Atlantic Union Bank 4.3
Burlington, NC jobs
The Relationship Specialist III responsibilities include a variety of commercial banking support activities as an essential contributor to the success of the Wholesale Banking Line of Business. Team members in this role directly interact with Wholesale Banking clients and closely collaborate with Wholesale Banking Relationship Managers, Credit Portfolio Managers, Treasury Management, Loan Services, and other bank personnel to efficiently originate and service loans and deposit accounts in the assigned portfolio(s). Additionally, the Relationship Specialist implements and facilitates client relationship management tasks to ensure a consistently high-quality banking experience.
Position Accountabilities
Manages and responds to daily incoming client requests and inquiries in a timely and professional manner. Performs necessary research and maintenance to provide or facilitate solutions, and if applicable, logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures.
Works proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion.
Executes and adheres to all federal and state regulations governing bank operations including BSA/AML requirements, as well as the Bank's loan and deposit origination, documentation, and administration policies and procedures. Exercises discretion and ensures confidentiality of all customary and proprietary materials and data.
Opens, services, and maintains wholesale deposit accounts in adherence to state and federal regulations and Bank policies and procedures.
Maintains a working knowledge of the Bank's Treasury Management products and services as they relate to receivables, payables, fraud prevention, and liquidity.
Monitors daily non-sufficient funds and unposted transaction reports, obtains necessary approvals and processes decisions, and communicates with clients and Bank personnel to facilitate timely and accurate postings.
Processes payments and advances on loan accounts and transfers and stop payments on deposit accounts.
Gathers, images, and files financial statements and documents as needed.
Orders and/or requests pre-closing due diligence items including, but not limited to lien searches, flood certifications, business valuations, appraisals, and environmental reports. Ensures accurate completion of all required flood documentation.
Completes detailed due diligence in accordance with associated regulatory requirements and bank policies and procedures to ensure quality account documentation and prevent exceptions.
Collects information and/or documentation to comply with BSA/AML requirements for customer identification, customer due diligence, and beneficial ownership information including entity organizational documents, orders OFAC and Identity Verification searches, and completes associated quality assurance to ensure compliance with state and federal regulations and Bank policies and procedures.
Works directly with Centralized Doc Prep to request internally prepared loan documents and ensures loan documents are reviewed for accuracy and completeness prior to closing, funding, and boarding of loans.
Handles internal loan closings and coordinates external loan closings, to include engaging and working with Bank counsel, closing attorneys, and title companies, as applicable, throughout the loan document preparation and closing process.
Funds and boards loans, to include reviewing requests for accuracy and preparing physical loan packages for imaging and record retention shipment.
Prepares tickets, online transaction entries (OTEs), and wire transfers as needed.
Manages and/or assists in the management of construction and/or development loans with oversight from the Construction Loan Specialists Group and Wholesale Banking Relationship Managers to update and maintain construction funding budgets, order inspections and title updates, and process draw requests.
If in Commercial Real Estate, Relationship Specialists will assist in the management of Builder Lines of Credit, including but not limited to managing inventory and tracking allowable exposure based on the credit approval documents.
Maintains a working knowledge of specialized loans, including but not limited to modified builder lines, asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities.
Assists with reporting and clearing exceptions associated with loan and deposit accounts.
Prepares loan account pay off quotes and coordinates collateral releases as applicable.
Assists with the preparation of client presentation materials.
Assists with maintaining data integrity for the CRM and other critical bank systems by facilitating accurate source system account assignments.
May assist junior Relationship Specialists with reviewing loan documentation prior to closing.
Assists with mentoring, coaching, and training new and existing Relationship Specialists.
Completes all assigned training, including but not limited to compliance training, on or before the due date.
Serves as a back-up for other Relationship Specialists to ensure a balanced workload.
Promotes an environment that supports diversity, equity, inclusion, and belonging and reflects the Atlantic Union Bank brand and culture.
Performs other duties as assigned.
Organizational Relationship
This position reports to either a Manager of Wholesale Support or a Group Leader, Wholesale Support
Position Qualifications
Education & Experience
High school diploma or equivalent, college degree preferred
Five plus years of commercial or consumer banking or industry related experience required
One to three years of commercial loan and deposit experience required
Knowledge & Skills
Exceptional customer service and problem-solving proficiency
Superior time management
Excellent oral, written, and interpersonal communication
Very organized and detail oriented
High level of proficiency in reading Title Policies and understanding of Real Estate Collateral
High level of proficiency in reading and interpreting UCC lien and judgment search results
Ability to prioritize and manage multiple priorities
Flexible, able to adapt to change
Ability to work independently as well as within a team environment
Outstanding analytical skills
First-rate computer skills relevant to Microsoft 365 Suite
High level of proficiency in commercial loan documentation, including specialized loans, Master Title Policies and Master Deeds of Trust
Working knowledge of banking software programs
Experience with Construction Management software, bank loan documentation software, loan origination software, CRM platforms, Core bank applications, and business online banking platforms are preferred.
Mentor experience is beneficial
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$67k-115k yearly est. 4d ago
Wholesale Relationship Specialist III (Reston) (HYBRID)
Atlantic Union Bank 4.3
Reston, VA jobs
The Relationship Specialist III responsibilities include a variety of commercial banking support activities as an essential contributor to the success of the Wholesale Banking Line of Business. Team members in this role directly interact with Wholesale Banking clients and closely collaborate with Wholesale Banking Relationship Managers, Credit Portfolio Managers, Treasury Management, Loan Services, and other bank personnel to efficiently originate and service loans and deposit accounts in the assigned portfolio(s). Additionally, the Relationship Specialist implements and facilitates client relationship management tasks to ensure a consistently high-quality banking experience.
Position Accountabilities
Manages and responds to daily incoming client requests and inquiries in a timely and professional manner. Performs necessary research and maintenance to provide or facilitate solutions, and if applicable, logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures.
Works proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion.
Executes and adheres to all federal and state regulations governing bank operations including BSA/AML requirements, as well as the Bank's loan and deposit origination, documentation, and administration policies and procedures. Exercises discretion and ensures confidentiality of all customary and proprietary materials and data.
Opens, services, and maintains wholesale deposit accounts in adherence to state and federal regulations and Bank policies and procedures.
Maintains a working knowledge of the Bank's Treasury Management products and services as they relate to receivables, payables, fraud prevention, and liquidity.
Monitors daily non-sufficient funds and unposted transaction reports, obtains necessary approvals and processes decisions, and communicates with clients and Bank personnel to facilitate timely and accurate postings.
Processes payments and advances on loan accounts and transfers and stop payments on deposit accounts.
Gathers, images, and files financial statements and documents as needed.
Orders and/or requests pre-closing due diligence items including, but not limited to lien searches, flood certifications, business valuations, appraisals, and environmental reports. Ensures accurate completion of all required flood documentation.
Completes detailed due diligence in accordance with associated regulatory requirements and bank policies and procedures to ensure quality account documentation and prevent exceptions.
Collects information and/or documentation to comply with BSA/AML requirements for customer identification, customer due diligence, and beneficial ownership information including entity organizational documents, orders OFAC and Identity Verification searches, and completes associated quality assurance to ensure compliance with state and federal regulations and Bank policies and procedures.
Works directly with Centralized Doc Prep to request internally prepared loan documents and ensures loan documents are reviewed for accuracy and completeness prior to closing, funding, and boarding of loans.
Handles internal loan closings and coordinates external loan closings, to include engaging and working with Bank counsel, closing attorneys, and title companies, as applicable, throughout the loan document preparation and closing process.
Funds and boards loans, to include reviewing requests for accuracy and preparing physical loan packages for imaging and record retention shipment.
Prepares tickets, online transaction entries (OTEs), and wire transfers as needed.
Manages and/or assists in the management of construction and/or development loans with oversight from the Construction Loan Specialists Group and Wholesale Banking Relationship Managers to update and maintain construction funding budgets, order inspections and title updates, and process draw requests.
If in Commercial Real Estate, Relationship Specialists will assist in the management of Builder Lines of Credit, including but not limited to managing inventory and tracking allowable exposure based on the credit approval documents.
Maintains a working knowledge of specialized loans, including but not limited to modified builder lines, asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities.
Assists with reporting and clearing exceptions associated with loan and deposit accounts.
Prepares loan account pay off quotes and coordinates collateral releases as applicable.
Assists with the preparation of client presentation materials.
Assists with maintaining data integrity for the CRM and other critical bank systems by facilitating accurate source system account assignments.
May assist junior Relationship Specialists with reviewing loan documentation prior to closing.
Assists with mentoring, coaching, and training new and existing Relationship Specialists.
Completes all assigned training, including but not limited to compliance training, on or before the due date.
Serves as a back-up for other Relationship Specialists to ensure a balanced workload.
Promotes an environment that supports diversity, equity, inclusion, and belonging and reflects the Atlantic Union Bank brand and culture.
Performs other duties as assigned.
Organizational Relationship
This position reports to either a Manager of Wholesale Support or a Group Leader, Wholesale Support
Position Qualifications
Education & Experience
High school diploma or equivalent, college degree preferred
Five plus years of commercial or consumer banking or industry related experience required
One to three years of commercial loan and deposit experience required
Knowledge & Skills
Exceptional customer service and problem-solving proficiency
Superior time management
Excellent oral, written, and interpersonal communication
Very organized and detail oriented
High level of proficiency in reading Title Policies and understanding of Real Estate Collateral
High level of proficiency in reading and interpreting UCC lien and judgment search results
Ability to prioritize and manage multiple priorities
Flexible, able to adapt to change
Ability to work independently as well as within a team environment
Outstanding analytical skills
First-rate computer skills relevant to Microsoft 365 Suite
High level of proficiency in commercial loan documentation, including specialized loans, Master Title Policies and Master Deeds of Trust
Working knowledge of banking software programs
Experience with Construction Management software, bank loan documentation software, loan origination software, CRM platforms, Core bank applications, and business online banking platforms are preferred.
Mentor experience is beneficial
The salary range for this role is $66,541--$99,672. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$66.5k-99.7k yearly 4d ago
Wholesale Relationship Specialist IV (Hybrid)
Atlantic Union Bank 4.3
Reston, VA jobs
Accountabilities
Manages and responds to daily incoming client requests and inquiries in a timely and professional manner. Performs necessary research and maintenance to provide or facilitate solutions, and if applicable, logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures.
Works proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion.
Executes and adheres to all federal and state regulations governing bank operations including BSA/AML requirements, as well as the Bank's loan and deposit origination, documentation, and administration policies and procedures. Exercises discretion and ensures confidentiality of all customary and proprietary materials and data.
Opens, services, and maintains wholesale deposit accounts in adherence to state and federal regulations and Bank policies and procedures.
Maintains a strong working knowledge of the Bank's Treasury Management products and services as they relate to receivables, payables, fraud prevention, and liquidity to be a subject matter expert for other Relationship Specialists.
Monitors daily non-sufficient funds and unposted transaction reports, obtains necessary approvals and processes decisions, and communicates with clients and Bank personnel to facilitate timely and accurate postings.
Processes payments and advances on loan accounts and transfers and stop payments on deposit accounts.
Gathers, images, and files financial statements and documents as needed.
Orders and/or requests pre-closing due diligence items including, but not limited to lien searches, flood certifications, business valuations, appraisals, and environmental reports. Ensures accurate completion of all required flood documentation.
Completes detailed due diligence in accordance with associated regulatory requirements and bank policies and procedures to ensure quality account documentation and prevent exceptions.
Collects information and/or documentation to comply with BSA/AML requirements for customer identification, customer due diligence, and beneficial ownership information including entity organizational documents, orders OFAC and Identity Verification searches, and completes associated quality assurance to ensure compliance with state and federal regulations and Bank policies and procedures.
Works directly with Centralized Doc Prep to request internally prepared loan documents and ensures loan documents are reviewed for accuracy and completeness prior to closing, funding, and boarding of loans.
Handles internal loan closings and coordinates external loan closings, to include engaging and working with Bank counsel, closing attorneys, and title companies, as applicable, throughout the loan document preparation and closing process.
Funds and boards loans, to include reviewing requests for accuracy and preparing physical loan packages for imaging and record retention shipment.
Prepares tickets, online transaction entries (OTEs), and wire transfers as needed.
Manages and/or assists in the management of construction and/or development loans with oversight from the Construction Loan Specialists Group and Wholesale Banking Relationship Managers to update and maintain construction funding budgets, order inspections and title updates, and process draw requests.
If in Commercial Real Estate, the Relationship Specialist will assist in the management of Builder Lines of Credit, including but not limited to managing inventory and tracking allowable exposure based on the credit approval documents, which requires granular oversight.
Maintains a strong working knowledge of specialized loans, including but not limited to modified builder lines, low income housing tax credit loans (LIHTC), asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities to serve as a subject matter expert to others.
Assists with reporting and clearing exceptions associated with loan and deposit accounts.
Prepares loan account pay off quotes and coordinates collateral releases as applicable.
Assists with the preparation of client presentation materials.
Assists with maintaining data integrity for the CRM and other critical bank systems by facilitating accurate source system account assignments.
Serves as subject matter expert to assist other Relationship Specialists with reviewing loan documentation prior to closing.
Assists with mentoring, coaching, and training new and existing Relationship Specialists.
Completes all assigned training, including but not limited to compliance training, on or before the due date.
Serves as a back-up for other Relationship Specialists to ensure a balanced workload.
Assists the Wholesale Support Manager/Group Leader in training, problem solving, and mentoring junior Relationship Specialists; assists with prioritizing workflow and redirecting or handling of surplus workload as needed.
May participate in projects and initiatives and assist with maintaining, updating, and creating procedures; assists with creating common knowledge and consistent practices within
This role provides opportunities to begin assisting with financial statement interpretation, industry trend identification, risk rating analysis, as well as the introduction to entry level commercial underwriting concepts.
Promotes an environment that supports diversity, equity, inclusion, and belonging and reflects the Atlantic Union Bank brand and culture.
Performs other duties as assigned.
Organizational Relationship
This position reports to either a Manager of Wholesale Support or a Group Leader, Wholesale Support
Position Qualifications
Education & Experience
High school diploma or equivalent, college degree preferred
Seven plus years of wholesale or consumer banking or industry related experience required
Three plus years of commercial loan and deposit experience required
Knowledge & Skills
Exceptional customer service and problem-solving proficiency
Superior time management
Excellent oral, written, and interpersonal communication
Very organized and detail oriented
Expert proficiency in reading and interpreting Title Policies and understanding of Real Estate Collateral
Expert proficiency in reading and interpreting UCC lien and judgment search results
Ability to prioritize and manage multiple priorities
Flexible, able to adapt to change
Ability to work independently as well as within a team environment
Outstanding analytical skills
First-rate computer skills relevant to Microsoft 365 Suite
Expert proficiency in commercial loan documentation, including specialized loans, Master Title Policies and Masters Deeds of Trust
Strong working knowledge of business deposit accounts
Extensive and strong working knowledge of banking software programs
Experience with Construction Management software, bank loan documentation software, loan origination software, CRM platforms, Core bank applications, and business online banking platforms are preferred.
Management and mentor experience are beneficial.
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits
We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$57k-95k yearly est. 4d ago
Customer Service Advisor Float - Mentor - Mentor, OH
Wesbanco Bank Inc. 4.3
North Canton, OH jobs
Back Customer Service Advisor Float - Mentor #22-7922 Multiple Locations Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be housed of the Mentor Banking Center and will floating between Mentor, Chardon, Beldon and Avon Banking Centers.
Market Cleveland Work Hours per Week 40 Requirements
High school diploma or GED required.
Banking, cash handling, sales, and customer service experience preferred.
Job Description
Summary:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, the CSA is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.
Essential Functions:
Excellent Customer Service
Operational and Security Proficiency
Identify referral opportunities
Relationship building
Cross-selling of Bank's products and services
Business development (inside and outside)
Essential Duties and Responsibilities:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
Accepts and accurately processes all financial service transactions.
Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
Complies and operates within security and audit procedures.
Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.
Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services in order to reach individual and team sales goals.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.
Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.
Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Promotes bank products consistently and makes appropriate business line referrals as defined by location goals.
Educates bank team on uncovering opportunities to help advance financial wellness of customers.
Sets priorities and follows through on the implementation of the defined sales and service activities.
Promotes company products and services in the community to assist in the continuing growth of the Bank.
Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
Actively participates in regular sales and staff meetings.
Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.
Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Cross trained and expected to assist with operational duties.
Other Skills and Requirements:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Avon, Ohio, United StatesNorth Canton, Ohio, United StatesChardon, Ohio, United StatesMentor, Ohio, United States
$31k-36k yearly est. 7d ago
Customer Service Advisor Float - Centerville - Centerville, OH
Wesbanco Bank Inc. 4.3
Dayton, OH jobs
Back 28d Customer Service Advisor Float - Centerville #32-8524 Multiple Locations Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Centerville with float locations to: Beavercreek OH, Franklin OH and Yellow Springs OH.
Market Cincinnati Work Hours per Week 37.5 Requirements
High school diploma or GED required.
Banking, cash handling, sales, and customer service experience preferred.
Job Description
Summary:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, the CSA is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.
LOCATION:
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Centerville with float locations to: Beavercreek OH, Franklin OH and Yellow Springs OH.
Essential Functions:
Excellent Customer Service
Operational and Security Proficiency
Identify referral opportunities
Relationship building
Cross-selling of Bank's products and services
Business development (inside and outside)
Essential Duties and Responsibilities:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
Accepts and accurately processes all financial service transactions.
Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
Complies and operates within security and audit procedures.
Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.
Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services in order to reach individual and team sales goals.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.
Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.
Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Promotes bank products consistently and makes appropriate business line referrals as defined by location goals.
Educates bank team on uncovering opportunities to help advance financial wellness of customers.
Sets priorities and follows through on the implementation of the defined sales and service activities.
Promotes company products and services in the community to assist in the continuing growth of the Bank.
Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
Actively participates in regular sales and staff meetings.
Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.
Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Cross trained and expected to assist with operational duties.
Other Skills and Requirements:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Dayton, Ohio, United StatesFranklin, Ohio, United StatesCenterville, Ohio, United StatesYellow Springs, Ohio, United States
$31k-35k yearly est. 3d ago
Customer Service Representative
CCF Holdings LLC 4.4
Cincinnati, OH jobs
Your Opportunity
Customer Service Representative
CheckSmart
Norwood, OH
As a Customer Service Representative (CSR), you'll help people in your community access the financial solutions they need-right when they need it the most. You'll play a pivotal role in our fast-paced environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences. Many of our senior leaders launched their careers in this dynamic entry level position, so rest assured you'll be offered hands-on training, coaching, and development as we invest in your long-term success. If you're looking for an opportunity to advance at a fast-growing, profitable, impact-driven company, then read on!
What We Offer
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Enrollment in a Key Holder Program designed to establish and enhance leadership potential for promotion.
Performance-based career advancement.
Educational Reimbursement Program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
A relaxed, business casual dress code that includes jeans and sneakers!
Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What You'll Do - Essential Duties and Responsibilities
Connect with customers to cultivate lasting relationships that drive repeat business.
Review, validate, and process customer transactions with accuracy.
Maximize customer success by offering personalized financial services that fit their lifestyle.
Enter and maintain customer information with precision and integrity into a Point of Sale (POS) system.
Build new business by completing daily call campaigns.
Assist in customer account management and collections by accepting payments and managing customer appointments.
Perform duties outside of the office, where applicable, including on site vehicle appraisals, store errands, and external marketing. Participate in in-store and community events.
Maintain internal and external store appearance and meet cleanliness standards to enhance customer experience.
Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer, as needed.
Uphold compliance with Company policies and procedures, and all relevant local, state, and federal laws and regulations.
Engage in ongoing training and stay current on product and process changes.
Work efficiently in a dynamic and fast-paced environment and effectively navigate multiple tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.
Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
What We're Looking For - Qualifications and Skills
A high school diploma or equivalent.
Excellent verbal and written communication skills, plus professional demeanor with customers and colleagues.
Meticulous attention to detail and ability to accurately enter data.
Proficiency in using phones, POS system, Microsoft Office, and other computer systems.
Must be at least 18 years of age (19 in Alabama).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Experience in check cashing, document verification, and/or money order processing.
Prior cash handling, cash drawer/vault management experience.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
Workplace Awards & Recognition
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose
The Community Choice Financial Family of Brands ("CCF" or the "Company"), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'll thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
$27k-35k yearly est. 3d ago
Customer Service Representative
CCF Holdings LLC 4.4
Dayton, OH jobs
Your Opportunity
Customer Service Representative
CheckSmart
Dayton, OH
As a Customer Service Representative (CSR), you'll help people in your community access the financial solutions they need-right when they need it the most. You'll play a pivotal role in our fast-paced environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences. Many of our senior leaders launched their careers in this dynamic entry level position, so rest assured you'll be offered hands-on training, coaching, and development as we invest in your long-term success. If you're looking for an opportunity to advance at a fast-growing, profitable, impact-driven company, then read on!
What We Offer
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Enrollment in a Key Holder Program designed to establish and enhance leadership potential for promotion.
Performance-based career advancement.
Educational Reimbursement Program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
A relaxed, business casual dress code that includes jeans and sneakers!
Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What You'll Do - Essential Duties and Responsibilities
Connect with customers to cultivate lasting relationships that drive repeat business.
Review, validate, and process customer transactions with accuracy.
Maximize customer success by offering personalized financial services that fit their lifestyle.
Enter and maintain customer information with precision and integrity into a Point of Sale (POS) system.
Build new business by completing daily call campaigns.
Assist in customer account management and collections by accepting payments and managing customer appointments.
Perform duties outside of the office, where applicable, including on site vehicle appraisals, store errands, and external marketing. Participate in in-store and community events.
Maintain internal and external store appearance and meet cleanliness standards to enhance customer experience.
Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer, as needed.
Uphold compliance with Company policies and procedures, and all relevant local, state, and federal laws and regulations.
Engage in ongoing training and stay current on product and process changes.
Work efficiently in a dynamic and fast-paced environment and effectively navigate multiple tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.
Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
What We're Looking For - Qualifications and Skills
A high school diploma or equivalent.
Excellent verbal and written communication skills, plus professional demeanor with customers and colleagues.
Meticulous attention to detail and ability to accurately enter data.
Proficiency in using phones, POS system, Microsoft Office, and other computer systems.
Must be at least 18 years of age (19 in Alabama).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Experience in check cashing, document verification, and/or money order processing.
Prior cash handling, cash drawer/vault management experience.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
Workplace Awards & Recognition
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose
The Community Choice Financial Family of Brands ("CCF" or the "Company"), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'll thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
$27k-35k yearly est. 3d ago
Customer Service Advisor - Sandusky - Sandusky, OH
Wesbanco Bank Inc. 4.3
Sandusky, OH jobs
Back Customer Service Advisor - Sandusky #23-8459 Sandusky, Ohio, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Sandusky Banking Center.
Market Cleveland Work Hours per Week 40 Requirements
High school diploma or GED required.
Banking, cash handling, sales, and customer service experience preferred.
Job Description
Summary:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, the CSA is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.
Essential Functions:
Excellent Customer Service
Operational and Security Proficiency
Identify referral opportunities
Relationship building
Cross-selling of Bank's products and services
Business development (inside and outside)
Essential Duties and Responsibilities:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
Accepts and accurately processes all financial service transactions.
Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
Complies and operates within security and audit procedures.
Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.
Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services in order to reach individual and team sales goals.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.
Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.
Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Promotes bank products consistently and makes appropriate business line referrals as defined by location goals.
Educates bank team on uncovering opportunities to help advance financial wellness of customers.
Sets priorities and follows through on the implementation of the defined sales and service activities.
Promotes company products and services in the community to assist in the continuing growth of the Bank.
Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
Actively participates in regular sales and staff meetings.
Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.
Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Cross trained and expected to assist with operational duties.
Other Skills and Requirements:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Sandusky, Ohio, United States
$31k-36k yearly est. 4d ago
Customer Support Associate
Farmers National Bank of Canfield 4.7
Niles, OH jobs
SUMMARY: Responsible for assisting bank clients via telephone with their banking needs by providing detailed product information, exemplary customer service, processing of bank transactions, cross selling of bank products and services, problem resolution and referrals to appropriate line of business experts as required.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Provide prompt and courteous assistance to all inbound client calls
Assist clients with selection of appropriate bank products and services
Recognize and pursue cross-selling opportunities
Assess both client and non-client requests, ask appropriate questions to clarify needs, define and offer best alternatives/answers when appropriate
Respond to inquiries from the public regarding current rates, job opportunities, office hours, and any other Farmers National Bank related questions
Recognize situations where additional expertise is required and bring the necessary resources into the discussion/situation
Maintain the highest possible level of integrity and honesty during all client interactions in a manner consistent with the Core Values, Vision, and Mission of Farmers National Banc Corp
May be involved in conducting out-bound proactive sales calls to current and potential clients
Work individually and as a team to meet and exceed established goals, i.e. referral goals, call handle time goals, availability goals, and quality goals.
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
Regular, predictable attendance is an essential requirement of this position
EDUCATION AND/OR EXPERIENCE:
High School Diploma or GED
Minimum of one (1) year retail banking experience (Teller, Personal Banker, etc.), customer service experience and phone sales and service experience
Proven ability to operate Windows-based computer programs and use a mouse
Call center experience preferred
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Qualifications
EducationHigh School (required)
Skills
Sales Experience (preferred)
Customer Service (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$29k-34k yearly est. 4d ago
Float Member Services Representative
Bridge Credit Union 3.9
Powell, OH jobs
Here at Bridge Credit Union, we strive to serve our communities with excellence at every opportunity by expanding our borders and creating new and improved ways to serve. Without our dedicated staff, we would not be able to reach our goal of great service! If you are looking to expand your knowledge, develop in your career and grow within a rapidly growing company, this opportunity may be for you!
We offer: Affordable health and vision insurance
Free dental insurance
401K plan with up to a 5% match,
Accrued vacation and injury/illness leave
Short-term and Long-term Disability
Life insurance
And more!
Must be willing to travel.
Qualifications:
High school graduate or equivalent.
Required knowledge:
Cash handling..
Good communication skills. Professional appearance, dress, and attitude.
The ability to operate related computer applications and business equipment including adding machine, copy machine, coin and money counting machines, and telephone. Data entry skills.
Work Schedule
Full time position
Monday - Friday 9 a.m. - 5 p.m.
Saturday 9 a.m. - 1 p.m.
Job Description:
Responsible for providing a variety of paying and receiving functions for members in person, via phone, electronically, and through the mail, including but not limited to processing deposits, withdrawals, loan payments, cashiers' checks, money orders, and cash advances. Balances each day's transactions and verifies cash totals. Performs a broad variety of member services functions such as opening and closing accounts, renewing certificates, and assisting members with account inquiries and problems. Answers members' questions regarding Credit Union services provided and performs a variety of account maintenance duties. Actively cross-sells Credit Union services. Performs specific assigned duties and assists other Member Services Representatives/Specialist with duties as required. Serves members promptly and professionally. Acts as a daily vault teller, when needed.
Job Posted by ApplicantPro
$22k-28k yearly est. 6d ago
Customer Service Representative (Regional Remote)
Diamond Credit Union 3.6
Pottstown, PA jobs
Member Advocate - Member Experience Center-Call handles member requests and provides exceptional member service, using product knowledge to recognize cross sell opportunities and refer to appropriate credit union specialists.
Supervisory Responsibilities:
No direct reports.
Essential Functions:
Effectively handle incoming calls, making sure all calls are answered within 2 rings, while ensuring established average speed of answer performance and abandon rate standards are met.
Assist members with general inquiries, account management, routine account-related requests such as: account reconciliation, evaluation and explanation of products, service fee and overdraft charges, up to and including fee refunds, transfer of funds, stop payment requests, debit cards (i.e.: usage, limits and dispute processing), credit card and loan payment processing, account maintenance changes (i.e.: name/address, phone, etc.) check reorders and interaction with internal support departments and 3rd parties.
Requirements
Required Skills / Abilities:
Demonstrated dedication to positive, member-focused service.
Good interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner.
Good organizational skills and attention to detail.
Ability to work through member situations and provide effective and accurate resolutions.
Good technical skills and ability to work with multiple systems.
Ability to be available at 8:00am M-Sat.
Available to work until 5:00pm M-W, 7:00pm Th, 6:00pm Fri, and 1:00pm Sat on a rotational basis.
Education / Experience:
High school diploma or equivalent.
Two plus years of customer service experience, preferably within a financial institution.
Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.
$24k-29k yearly est. 4d ago
Advisor Development Program Client Associate
Bank of America 4.7
Cleveland Heights, OH jobs
Pepper Pike, Ohio
**To proceed with your application, you must be at least 18 years of age.**
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**:**
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 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. 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 and effective.
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
**Job Description:**
The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).
As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.
This job is responsible for providing client service support to multiple 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 and acting as a resource for FAs on the team.
Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions.
Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.
**The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:**
+ Developing a book of business in order to meet and exceed established performance hurdles
+ Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
+ Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
+ Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
+ Organizing and managing resources (time, people, budget) to run a productive practice
+ Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
+ Completing mandated training, assessments, performance goals and continuing education requirements
**We'll help you**
+ **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.
+ **Get training and one-on-one coaching** fromour-award winning Academy at Bank of Americaand local leadership who are invested in your success.
+ **Grow your business knowledge** by using a defined consultative approach to systematically identify client needs and appropriate solutions.
+ **Provide end-to-end comprehensive advice** , deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities.
+ **Collaborate with core banking and investment partners.** Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
**Required Qualifications:**
+ Displays confidence working as a self-starter in a sales role
+ Builds strong client relationships through effective communication and collaboration
+ Displays a proactive mindset and effective time management
+ Demonstrates a results-driven growth mindset and prioritizes client interests
+ Identifies appropriate client solutions through application of learnings and new information
+ Exceptional interpersonal and relationship building skills
+ Effective communication skills (written and verbal)
+ Proven ability to quickly build trust and credibility
+ Proven ability to assess needs of and recommend appropriatesolutions
+ Proven ability to work both collaboratively on a team with key partners and independently
+ Proven ability to listen and probe for clarity and understanding
+ Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
+ Strong follow-through skills
+ Computer/technical literacy and proficiency in applications such as Microsoft Suite
**Desired Qualifications:**
+ Bachelor's degree and/or a minimum of one year of work experience
+ Learns and adapts to new technology or applications
+ Executes multiple tasks simultaneously
**Job Responsibilities:**
+ Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
+ 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
+ Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs
**Skills** **:**
+ Account Management
+ Client Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Business Development
+ Client Solutions Advisory
+ Pipeline Management
+ Prioritization
+ Trade Operations Management
+ Administrative Services
+ Client Investments Management
+ Emotional Intelligence
+ Referral Identification
+ Written Communications
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
**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.
$43k-56k yearly est. 3d ago
Customer Service Advisor - Jackson Main - Jackson, OH
Wesbanco Bank Inc. 4.3
Jackson, OH jobs
Back Customer Service Advisor - Jackson Main #31-8663 Jackson, Ohio, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be at the Jackson Main banking center.
Market Columbus Work Hours per Week 37.5 Requirements
High school diploma or GED required.
Banking, cash handling, sales, and customer service experience preferred.
Job Description
Summary:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, the CSA is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.
Essential Functions:
Excellent Customer Service
Operational and Security Proficiency
Identify referral opportunities
Relationship building
Cross-selling of Bank's products and services
Business development (inside and outside)
Essential Duties and Responsibilities:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
Accepts and accurately processes all financial service transactions.
Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
Complies and operates within security and audit procedures.
Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.
Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services in order to reach individual and team sales goals.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.
Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.
Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Promotes bank products consistently and makes appropriate business line referrals as defined by location goals.
Educates bank team on uncovering opportunities to help advance financial wellness of customers.
Sets priorities and follows through on the implementation of the defined sales and service activities.
Promotes company products and services in the community to assist in the continuing growth of the Bank.
Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
Actively participates in regular sales and staff meetings.
Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.
Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Cross trained and expected to assist with operational duties.
Other Skills and Requirements:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Full-Time/Part-Time Full-time Area of Interest Customer Experience All Locations Jackson, Ohio, United States
Back Consumer Loan Resolution Specialist - Credit Resolution #51-8256 Multiple Locations Apply X Facebook LinkedIn Email Copy Location
This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be Bank Plaza - Wheeling, WV, Ellwood City - Ellwood City, PA, Youngstown Main - Youngstown, OH and West Dixie - Elizabethtown, KY.
Market Wheeling Work Hours per Week 22.5 Requirements
High school diploma or General Education Degree (GED).
One year of related experience or training preferred.
Job Description
SUMMARY:
Manages the day-to-day collections of a portfolio of credit lines and consumer and personal loans both secured and unsecured. Maintains a comprehensive knowledge of applicable state and federal regulations relating to collections and ensure that the Bank's policies and procedures are compliant with the same. Prepares files as an account progresses in delinquency and make recommendations to management as to the required action needed to secure possession of our collateral and/or payment of the past due amount.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Initiates outbound and receives inbound phone calls relating to the collection of delinquent accounts.
Reduces delinquency, prevents repossessions and/or foreclosure, and minimizes charge offs/charge downs on assigned accounts.
Determines reason for non-payment.
Completes Skip Trace on accounts to locate customers for which you have not established phone contact to verify phone number, address, place of employment for the maker and co-maker(s) on the account.
Reviews all bank systems as needed (FIS/IBS, Image Centre, etc.) to determine the scope of the customer relationship as well as facilitate in the collection of the account.
Prepares necessary documentation for modifications, extensions, and file evaluation.
Negotiates payment arrangement with borrower(s).
Maintains detailed tracking log on all accounts as you work through the collection process.
Processes GL and Payment Tickets as applicable when payment is received.
Researches and resolve billing and/or payment disputes on assigned accounts.
Verifies "Proof of Insurance" for collateralized loans as needed.
Orders appraisals when appropriate.
Analyzes loan/collateral file to make recommendation for appropriate action.
Reviews personal credit and asset reports to make recommendations as to appropriate strategy.
Organizes and prepare files to be referred for repossession and/or foreclosure.
Makes appropriate file notations for all correspondence and any other events to Intellect system.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Ability to research problem situations and recommend appropriate action.
Professional appearance and demeanor, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions-oriented manner.
Possess effective organizational skills and ability to handle detail-oriented work with promptness.
Ability to work in a fast-paced environment.
Full-Time/Part-Time Part-time Area of Interest Credit Administration All Locations Wheeling, West Virginia, United StatesEllwood City, Pennsylvania, United StatesElizabethtown, Kentucky, United StatesYoungstown, Ohio, United States