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Service Associate jobs at U.S. Bank

- 111 jobs
  • Commercial Banking Client Representative

    Us Bank 4.6company rating

    Service associate job at U.S. Bank

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Establish and maintain great working relationships with assigned business customers, serving as the main day to day contact between the customer and U.S. Bank. Service and support customer's depository and treasury products and provide limited loan servicing. Act on behalf of the customer as a liaison with sales staff, technical specialists, and/or other U.S. Bank departments to ensure high levels of service delivery for customers. Utilize numerous systems to access account information and respond to customer inquiries received via phone, email, business line hand-off, and SinglePoint Service Request module. Emulate and co-browse with customers to help them navigate through our systems, helping to remove any obstacles the customer may be facing preventing them from being self-sufficient in utilizing our systems. Assist customers with product installation after the initial onboarding. Identify and recommend the appropriate products and services to meet customer's needs. Submit product requests to the applicable Sales team on the customer's behalf. Research, trouble shoot and resolve operational problems experienced by our customers. Perform maintenance such as signer revisions, process special handling requests, intake fraud claims, onboard new relationships to the bank, and facilitate the opening and closing of accounts and related services. Perform monetary transactions such as book transfers, cashier's check issuance, manual wire transfers, stop payments, loan payments, advances, fee refunds and adjustments. Provide depository support such as adjustment research, correction of deposit errors, missing or misapplied payments/ deposits. Training & Set Working Schedules Monday - Friday 8:00 AM - 5:00 PM EST - Cincinnati, OH Monday - Friday 8:00 AM - 5:00 PM PST - Portland, OR Monday - Friday 10:00 AM - 7:00 PM CST - Minneapolis, MN & Brookfield, WI Training is 100% onsite for new team members during the first 90 days. After training, hybrid schedule is 3 days onsite & 2 days home-based. Basic Qualifications * Associate's degree, or equivalent work experience * Three to five years of experience in financial services industry Duties and Responsibilities Include: * Responding to customer needs to affect a positive outcome when presented with obstacles and challenges * Manages multiple requests and deadlines simultaneously, set priorities, and adapts to changing conditions * Provide customer product and service navigation support and training. * Communicate effectively with customer contacts and internal U.S. Bank partners, establishing and maintaining positive working relationships * Ensure superior customer experience by providing accurate and complete information with each request * Follows up with the customer to ensure proper servicing (including validation of product maintenance). Effectively assigns and follows up on requests requiring Level 2 support * Takes ownership for answering customers' questions and solving problems * Knowledgeable on treasury and DDA product offerings and processes and attends required training to stay current on all products and services * Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures Preferred Skills/Experience * Strong verbal, written, and interpersonal communication skills * Proven customer service and relationship building skills including the ability to deal effectively, tactfully, and knowledgeably with customers and non-customers in handling complaints, problems, and general inquiries * Excellent telephone skills including listening and demonstrating courtesy, empathy, and accuracy * Thorough knowledge of all relevant operational processes, and treasury products and services * Proficient in and able to navigate all relevant computer systems in order to pull reports, shadow customers, and troubleshoot technical issues, etc. * Great attention to detail * Strong analytical and problem-solving skills * Ability to multi-task, prioritize and organize work This role has multiple levels, open to candidates. The successful candidate will be hired for the level of the position that aligns with their experience Location Expectation This role requires working from a U.S. Bank location three (3) or more days per week. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $22.50 - $30.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $22.5-30 hourly 4d ago
  • Senior Product Associate, Payment Experiences and Services

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210688532 JobSchedule: Full time JobShift: Day : Short Description The Senior Associate for the Payment Experiences and Services (PxS) Product team plays a crucial role in supporting move money services by managing backlogs, writing epics and user stories, and collaborating with scrum teams. This position requires working closely with product leads and stakeholders across the Banking Payments organization to ensure the successful development and implementation of payment solutions. The role requires strong communication skills, a solid understanding of agile methodologies, and experience in product management to effectively prioritize tasks and drive the product vision forward. Description The Connected Commerce Banking Payments organization is a motivated, forward-thinking team comprised of highly talented product managers with a singular focus of delivering innovative payment services via the most important platforms of today and tomorrow. We seek to transform customer experiences, simplify the ways we do business, and tirelessly drive toward product excellence. The Senior Associate, Payment Experiences and Services (PxS) will help drive product strategy and delivery for Banking Payments Move Money Services, focused on rebuilding legacy monoliths into modularized highly available services. We are looking for a talented and impactful individual with both high IQ and EQ to drive strategic direction and integrate a business agenda that spans multiple teams, partners, and lines of business (LOBs). The ideal candidate should be highly organized, self-motivated, and possess strong strategic thinking and communication skills, with a keen focus on execution. This role demands someone who can effectively connect the dots across various stakeholders to ensure cohesive and successful outcomes. Job responsibilities * Collaborate with product, analytics, business, and engineering partners to lead and develop product and design strategies. * Define, prioritize, and clarify user stories in coordination with other Product Managers, engineering leads, and the leadership team. * Work with business stakeholders and the India engineering team to maintain a healthy backlog and provide visibility across the enterprise, including at the executive level. * Collaborate with Agility Leads to run successful Release Planning and Sprint Planning sessions, as well as Sprint Reviews and Retrospectives. * Conduct pre-release reviews, including regression testing and quality assurance, to certify releases as production-ready, along with production validation. * Work closely with Product leads, developers, operations, and production management teams to research and resolve issues or defects that impact the customer experience. Required Qualifications, Capabilities, and Skills: * 3+ years of experience in product, financial services, technology, project management, or other relevant fields. * Experience working on projects that involve interaction with various stakeholders and technology within a financial domain. * Understanding of development processes, database usage, and microservices (e.g., Kafka, APIs). * Demonstrable experience as an interface between business and technical teams. * Agile project management experience, including proficiency in agile project management tools (i.e., JIRA Align, JIRA, Confluence, Lucid etc.). * Self-starter with a mindset focused on problem management/resolution and continuous improvement. * Effective communication skills (both verbal and written) for engaging with business and technical stakeholders and management. Preferred Qualifications, Capabilities, and Skills: * Background in financial services, retail banking, or payments is a plus.
    $65k-86k yearly est. Auto-Apply 24d ago
  • Asset Management - Client Service Contract Team - Contract Specialist - Associate

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210667350 JobSchedule: Full time JobShift: : Take charge of the contract management process for J.P. Morgan's diverse investment products, where your expertise drives business growth, strengthens key partnerships, and puts you at the center of high-impact collaboration with senior leaders and industry experts. As the Contract Specialist within JP Morgan's Asset Management you are an accountable member of the US Intermediary Contract team with primary responsibility for the contract management process - approval, negotiations and administration for the J.P. Morgan Mutual Funds, Global Liquidity, 529, Commingled, ETF, Alternatives and Managed Account businesses. This includes responsibility for the approval process, administration, preparation, and negotiation of contracts, coordination of due diligence, and responsibility for processes and controls relating to the timely completion of contracts. These contracts play a critical role in enabling business growth and maintaining relationships with our Intermediary partners. This position fosters relationships and regularly interacts with senior management, sales teams, business leaders, and legal and compliance personnel across multiple investment lines (US Funds, Institutional, Global Liquidity, Separately Managed Account businesses). Job responsibilities * Manage the standard contract and governance process; ownership of the bespoke/negotiated contracts, across our various investment products; information resource to legal, line of business senior management, sales and service teams in Funds impacted by the contract process * Maintain central records for all contracts and respective fee arrangements with financial intermediaries; includes accountability for data integrity and oversight of contract management tool. Maintenance and ownership of department contract procedures * Partner with internal legal - running the weekly meeting, manager, compliance, invoice team, product, sales management and management of other functional areas to coordinate effective, fluid and timely management of the contract negotiation process * Expected to make decisions concerning the day-to-day operation of the various entities, exercise good judgment and escalate issues appropriately * Anticipate the needs of clients and work to consistently meet or exceed those needs, will require regular interaction with senior level personnel at the Funds' distribution partners * Work independently or in coordination with internal sales team to address client inquiries and respond to information requests * Become the agreement expert; fully understand how J.P. Morgan Funds conducts business across various sales channels and client segments Required qualifications, capabilities, and skills * Bachelor's degree required * Experience in asset management, compliance, or legal * Strong time, project management, and organizational skills in deadline-driven environments * Motivated self-starter focused on client service, able to work independently and as part of a team * Mindset for continuous process improvement, influencing change and collaboration across the organization * Solution-oriented, leading initiatives to enhance processes and drive results. * Excellent communication and presentation skills, able to tailor messages for various audiences; proficient in Microsoft Office (Word, Excel, PowerPoint) and reporting Preferred qualifications, capabilities, and skills * FINRA Series 6 or 7 strongly preferred
    $56k-80k yearly est. Auto-Apply 60d+ ago
  • Asset Management - Client Service Contract Team - Contract Specialist - Associate

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    Take charge of the contract management process for J.P. Morgan's diverse investment products, where your expertise drives business growth, strengthens key partnerships, and puts you at the center of high-impact collaboration with senior leaders and industry experts. As the Contract Specialist within JP Morgan's Asset Management you are an accountable member of the US Intermediary Contract team with primary responsibility for the contract management process - approval, negotiations and administration for the J.P. Morgan Mutual Funds, Global Liquidity, 529, Commingled, ETF, Alternatives and Managed Account businesses. This includes responsibility for the approval process, administration, preparation, and negotiation of contracts, coordination of due diligence, and responsibility for processes and controls relating to the timely completion of contracts. These contracts play a critical role in enabling business growth and maintaining relationships with our Intermediary partners. This position fosters relationships and regularly interacts with senior management, sales teams, business leaders, and legal and compliance personnel across multiple investment lines ( US Funds, Institutional, Global Liquidity, Separately Managed Account businesses) . **Job responsibilities** + Manage the standard contract and governance process; ownership of the bespoke/negotiated contracts, across our various investment products; information resource to legal, line of business senior management, sales and service teams in Funds impacted by the contract process + Maintain central records for all contracts and respective fee arrangements with financial intermediaries; includes accountability for data integrity and oversight of contract management tool. Maintenance and ownership of department contract procedures + Partner with internal legal - running the weekly meeting, manager, compliance, invoice team, product, sales management and management of other functional areas to coordinate effective, fluid and timely management of the contract negotiation process + Expected to make decisions concerning the day-to-day operation of the various entities, exercise good judgment and escalate issues appropriately + Anticipate the needs of clients and work to consistently meet or exceed those needs, will require regular interaction with senior level personnel at the Funds' distribution partners + Work independently or in coordination with internal sales team to address client inquiries and respond to information requests + Become the agreement expert; fully understand how J.P. Morgan Funds conducts business across various sales channels and client segments **Required qualifications, capabilities, and skills** + Bachelor's degree required + Experience in asset management, compliance, or legal + Strong time, project management, and organizational skills in deadline-driven environments + Motivated self-starter focused on client service, able to work independently and as part of a team + Mindset for continuous process improvement, influencing change and collaboration across the organization + Solution-oriented, leading initiatives to enhance processes and drive results. + Excellent communication and presentation skills, able to tailor messages for various audiences; proficient in Microsoft Office (Word, Excel, PowerPoint) and reporting **Preferred qualifications, capabilities, and skills** + FINRA Series 6 or 7 strongly preferred JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $56k-80k yearly est. 60d+ ago
  • Servicing Travel Advisor III - Chase Travel (Remote-Florida)

    Jpmorgan Chase & Co 4.8company rating

    Jacksonville, FL jobs

    You are passionate about the travel industry, enjoy problem-solving, and share our common goal: to help our customers plan and book luxury travel with ease. Join Chase Travel and help us build the future of travel while taking your career to new heights! As a Travel Advisor, you will support both internal and external customers with questions related to travel reservations and more complex situations. Demonstrating problem-solving skills and functioning as a service specialist, you will take the necessary steps to recognize, research, and resolve issues through diagnosis and discussion of a particular problem with a focus on delivering service excellence. You will proactively work with external providers to negotiate an appropriate resolution and to minimize costs in a timely manner, while ensuring a seamless customer experience. Job responsibilities: * Respond to customer inquiries related to travel arrangements and resolve issues by focusing on short-term and long-term fixes by being the company and customer advocate and focusing on root-cause resolution tactics * Collaborate with internal teams to troubleshoot, learn, and deliver timely resolutions holding a high regard for accuracy * Maintain a knowledge of all client programs, products, and procedures and support various on-line booking tools and knowledge of multiple websites * Effectively negotiate with vendors and external customers to reach an acceptable resolution for all parties including issues with loyalty points, redemptions, program exceptions, waiving of fees, etc. * Maintain high levels of call quality based on outlined criteria; maintain appropriate level of confidentiality regarding information shared and observed. Keep immediate supervisor fully informed of all issues or unusual matters of significance and take prompt corrective action where necessary or provide suggestions for alternative courses of action * Assist other Travel Advisors with questions on a real-time basis related to traveler policies and different booking applications, coaching Advisors on best practices to service all customers; monitor and manage agent errors, escalations, and customer exceptions, and update the information in a database used for tracking purposes * Provide a professional level of energy and enthusiasm as well as favorable working relationships when partnering with internal and external customers and all departments to result in increased quality and customer service levels Required qualifications, capabilities, and skills: * High School Diploma or equivalent * Two or more years of experience in the travel industry to include intermediate to advanced knowledge/proficiency of the Global Distribution System (GDS) and/or other technology platforms including self-booking tools * Demonstrate effective communication and interpersonal skills to effectively manage internal and external customer issues. * Working knowledge of appropriate Microsoft Office programs such as Excel, Word, and Outlook; quick study of technical concepts. * Excellent time management and multi-tasking ability to include advanced knowledge/proficiency using multiple screens in an online environment * Ability to work independently, yet also function as a team member * You must be willing to work varied hours including nights and weekends Shift / Schedule information: Work schedules will vary. Candidates must be willing to work schedules during our operating hours, which include evenings and weekends. Specific information will be provided by the Recruiter. This position requires that you attend the training as scheduled. The training hours may not coincide with your regularly scheduled hours.
    $78k-104k yearly est. Auto-Apply 10d ago
  • Dividend - Call Center Customer Service Agent-4

    Fifth Third Bank 4.6company rating

    Cincinnati, OH jobs

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: This person will be the first point of contact for customers who have general inquiries, concerns, or requests regarding their solar and home improvement loans. This role will require a high level of professionalism and the ability to provide world class customer service when speaking with customers. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Promptly answer all incoming calls in a professional and friendly manner and determine the nature of the caller's request Provide outstanding service by answering questions and assisting with a wide range of support related to their solar system or loan application Assist customers with payment and billing questions Communicate and coordinate with internal departments as needed Follow up on customer interactions Perform customer identity verifications Document customer Interactions with concise and detailed account notes Adhere to all Dividend policies and procedures Other projects and duties as assigned MINIMUM KNOWLEDGE AND SKILLS REQUIRED: Bilingual (English/Spanish) preferred but not required Must be available to work evenings and weekends and potentially in a remote work environment (position is local to San Diego, CA) At least six months recent call center experience required High school graduate or equivalent Able to multi-task while providing accurate, efficient and exceptional service Excellent communication skills and a positive demeanor Proven organizational skills and ability to prioritize Experience with CRM required (salesforce preferred) Analytical and data driven Ability to work well independently Excellent interpersonal and communication skills Dividend - Call Center Customer Service Agent-4 At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45227 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $28k-33k yearly est. Auto-Apply 22d ago
  • Outbound Sales Associate - Merchant Services

    Huntington National Bank 4.4company rating

    Columbus, OH jobs

    Responsible for selling merchant services by setting appointments for, or transferring business customers leads to Sales Advisors, to conduct more robust solutioning conversations. You will connect with business owners and set the stage for better cash flow and payments collection services conversations in order to meet assigned production goals. You will partner closely with merchant services sales team members and leaders. as well as communicate with bank colleagues as necessary, to keep them apprised of your calling efforts. Duties and Responsibilities: + Place outbound calls through a variety of lead sources; discover needs of customer; explain the high-level features and benefits of merchant products and services; recommend appointment with sales advisor and schedule those appointments, in order to meet assigned production goals. + Actively prospect and build relationships with new clients, converting leads into valuable appointments. Leverage partners to learn products and services in order to maximize cross sales opportunities. + Accurately report out all leads and status updates within the CRM (customer relationship management system) and understand trends in your sales behaviors by using dashboards and reports. + Stay informed about industry trends, competitive offerings, and client needs to identify new cross-selling opportunities. + Adhere to all company policies and procedures, including compliance regulations related to the payments industry. + Perform other duties and projects as assigned. Basic Qualifications: + High School Diploma, GED, or equivalent + 2 years of sales experience in financial services, especially merchant services Preferred Qualifications: + Exceptional communication and relationship-building skills. + Proven ability to close deals and achieve ambitious targets. + Sales expertise in the business space from $0-$3 million in annual sales. + Expertise in virtual sales in a call center environment. + Ability to multitask in a fast-paced environment. + Strong problem-solving skills and a customer-centric approach. + Juggle complex tasks efficiently within a fast-paced environment. + Participate in occasional team meetings in person. + Utilize technology effectively to manage your workload and client relationships. + Approach challenges creatively and find solutions that benefit both clients and the bank. + Proficiency in MS Office suite and willingness to travel minimally. + 2-5 years' experience in merchant services sales in a call center environment + Bonus points for fluency in an additional language + Proficiency in Salesforce Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Remote Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $21.00 - $31.00 Hourly The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $21-31 hourly 10d ago
  • Outbound Sales Associate - Merchant Services

    Huntington Bancshares Inc. 4.4company rating

    Columbus, OH jobs

    Responsible for selling merchant services by setting appointments for, or transferring business customers leads to Sales Advisors, to conduct more robust solutioning conversations. You will connect with business owners and set the stage for better cash flow and payments collection services conversations in order to meet assigned production goals. You will partner closely with merchant services sales team members and leaders. as well as communicate with bank colleagues as necessary, to keep them apprised of your calling efforts. Duties and Responsibilities: * Place outbound calls through a variety of lead sources; discover needs of customer; explain the high-level features and benefits of merchant products and services; recommend appointment with sales advisor and schedule those appointments, in order to meet assigned production goals. * Actively prospect and build relationships with new clients, converting leads into valuable appointments. Leverage partners to learn products and services in order to maximize cross sales opportunities. * Accurately report out all leads and status updates within the CRM (customer relationship management system) and understand trends in your sales behaviors by using dashboards and reports. * Stay informed about industry trends, competitive offerings, and client needs to identify new cross-selling opportunities. * Adhere to all company policies and procedures, including compliance regulations related to the payments industry. * Perform other duties and projects as assigned. Basic Qualifications: * High School Diploma, GED, or equivalent * 2 years of sales experience in financial services, especially merchant services Preferred Qualifications: * Exceptional communication and relationship-building skills. * Proven ability to close deals and achieve ambitious targets. * Sales expertise in the business space from $0-$3 million in annual sales. * Expertise in virtual sales in a call center environment. * Ability to multitask in a fast-paced environment. * Strong problem-solving skills and a customer-centric approach. * Juggle complex tasks efficiently within a fast-paced environment. * Participate in occasional team meetings in person. * Utilize technology effectively to manage your workload and client relationships. * Approach challenges creatively and find solutions that benefit both clients and the bank. * Proficiency in MS Office suite and willingness to travel minimally. * 2-5 years' experience in merchant services sales in a call center environment * Bonus points for fluency in an additional language * Proficiency in Salesforce Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Remote Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $21.00 - $31.00 Hourly The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $21-31 hourly Auto-Apply 12d ago
  • Commercial Relationship Service Specialist II

    Huntington Bancshares Inc. 4.4company rating

    Columbus, OH jobs

    The Commercial (CML) Relationship Service Specialist (RSS) II is the primary point of contact for assigned Commercial customers and Relationship Managers. The CML RSS II works independently and in partnership with the Relationship Manager by providing a best-in-class experience for a diverse Commercial portfolio. The CML RSS II applies knowledge and understanding of customer and product onboarding to enhance relationship management, retention, and deepening sales. Duties and Responsibilities: * First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk. Responsible for identifying, researching, analyzing, and resolving complex problems by utilizing resources and critical thinking to independently ensure adherence to bank policies, procedures and retain relationships. * Utilizes expertise to manage complex, highly visible, large, and/or sensitive customers and services. Offering products to grow relationships such as Escrow Services, Deposit Account Control Agreements, FBO's, Controlled Disbursement, Credit Sweeps; Public Funds; understanding of large private and public companies ($50MM - $2BB+ annual sales), high risk businesses and entity types (foreign owned-subsidiaries, custody, private investment, private equity) and specialized verticals: Fund Finance, Sponsors; Institutional and Government, North American Financial Services, REIT's, Healthcare, Commercial Real Estate, Tech & Telecom, Large Corp, Middle Market, etc. * Provides exceptional oversight of onboarding, commercial deposit and loan accounts, has advanced ability to manage all aspects E2E and facilitate complex features, customer experience, and risks; responsible for handling sizeable relationships, approving multi-million dollar transactions and special handling of unique requirements relating to assigned portfolio. * Represent Huntington's Commercial brand by providing Category of One experience for customers; professional, discreet, and positive communications with forward-thinking solutions. * Attends customer meetings independently or with Deal Team; participates in deal team and business segment meetings; stays informed of customer strategies, relationship plans, and business team priorities * Perform other duties as assigned. Basic Qualifications: * High school, GED, or equivalent required * 5+ years in commercial banking with a focus in deposits, loans, treasury management, customer service, and banking operations Preferred Qualifications * Bachelor's Degree * Proficient use of Microsoft Office and other digital resources * Excellence in customer service, initiative-taking, focused and goal oriented. * Excellent written and verbal communication skills, including grammar and demeanor. * Strong ability to facilitate and negotiate. * Strong organizational skills with diligence, planning and follow-up. * Demonstrates confidence and professionalism, with the ability to collaborate and interact with all levels within the organization. * Ability to work independently on multiple tasks without compromising quality. * Enhanced critical thinking and analytical skills. * Adaptable to change. * Promoter of Huntington and Commercial cultures. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $27.40 - $54.33 Hourly The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $31k-41k yearly est. Auto-Apply 32d ago
  • Commercial Relationship Service Specialist II

    Huntington National Bank 4.4company rating

    Columbus, OH jobs

    The Commercial (CML) Relationship Service Specialist (RSS) II is the primary point of contact for assigned Commercial customers and Relationship Managers. The CML RSS II works independently and in partnership with the Relationship Manager by providing a best-in-class experience for a diverse Commercial portfolio. The CML RSS II applies knowledge and understanding of customer and product onboarding to enhance relationship management, retention, and deepening sales. Duties and Responsibilities: + First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk. Responsible for identifying, researching, analyzing, and resolving complex problems by utilizing resources and critical thinking to independently ensure adherence to bank policies, procedures and retain relationships. + Utilizes expertise to manage complex, highly visible, large, and/or sensitive customers and services. Offering products to grow relationships such as Escrow Services, Deposit Account Control Agreements, FBO's, Controlled Disbursement, Credit Sweeps; Public Funds; understanding of large private and public companies ($50MM - $2BB+ annual sales), high risk businesses and entity types (foreign owned-subsidiaries, custody, private investment, private equity) and specialized verticals: Fund Finance, Sponsors; Institutional and Government, North American Financial Services, REIT's, Healthcare, Commercial Real Estate, Tech & Telecom, Large Corp, Middle Market, etc. + Provides exceptional oversight of onboarding, commercial deposit and loan accounts, has advanced ability to manage all aspects E2E and facilitate complex features, customer experience, and risks; responsible for handling sizeable relationships, approving multi-million dollar transactions and special handling of unique requirements relating to assigned portfolio. + Represent Huntington's Commercial brand by providing Category of One experience for customers; professional, discreet, and positive communications with forward-thinking solutions. + Attends customer meetings independently or with Deal Team; participates in deal team and business segment meetings; stays informed of customer strategies, relationship plans, and business team priorities + Perform other duties as assigned. Basic Qualifications: + High school, GED, or equivalent required + 5+ years in commercial banking with a focus in deposits, loans, treasury management, customer service, and banking operations Preferred Qualifications + Bachelor's Degree + Proficient use of Microsoft Office and other digital resources + Excellence in customer service, initiative-taking, focused and goal oriented. + Excellent written and verbal communication skills, including grammar and demeanor. + Strong ability to facilitate and negotiate. + Strong organizational skills with diligence, planning and follow-up. + Demonstrates confidence and professionalism, with the ability to collaborate and interact with all levels within the organization. + Ability to work independently on multiple tasks without compromising quality. + Enhanced critical thinking and analytical skills. + Adaptable to change. + Promoter of Huntington and Commercial cultures. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $27.40 - $54.33 Hourly The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $31k-41k yearly est. 32d ago
  • KPB Client Relationship Associate

    Keybank 4.4company rating

    Toledo, OH jobs

    The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process. Responsibilities Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings. Schedule internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends and contributes to market huddles /pods. Follows up after client meetings on takeaways and next steps. Understanding (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue. Coordinates the new client onboarding process, including adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD in client activities. Coordinate officer transitions when team members transition on or off the KPB sales team. Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality and to update client / prospect information. Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer. Assists Sales team in client contact strategy (inviting clients to events, sending whitepapers, meeting follow-ups, etc.) and proactive client outreach (regarding eligible products, scheduling relationship reviews, and identifying opportunities). Educate clients on digital or alternative resources, such as contact center support, wire transfer agreements, online mobile banking, mobile deposits, online transfers and bill pay, online statements, disputing a transaction etc. Provide financial planning support to both advisors (data collection/input, etc.) and clients (providing technical support and assistance when clients need guidance). Proactively look for opportunities to improve client experience (identify pain points, gaps, process improvements) and escalate client issues as needed. Works with team to plan and manage client events, attending as needed. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications Bachelor's Degree (preferred) Experience Qualifications A minimum of 3 years related work experience or equivalent combination of work/educational background (required) Tactical Skills General knowledge of financial services and wealth management. Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills. Ability to exercise discretion due to accessing and handling highly sensitive information. Ability to learn and use proprietary software, databases, and systems. Proficient in all Microsoft Office Applications. Personal Skills Collaboration: Demonstrates a basic understanding of collaborative processes and provides examples of how collaboration has or can help the organizational reach its goals Digital Awareness: The ability to explain the concept, objectives, and major elements of relevant technologies and tools within the organization Empathy: Discusses others' point of view, recognizers what they may be feeling, and demonstrates an active interest in their concerns Problem Solving: Utilizes accepted procedures for problem analysis and resolution; explains the value of a disciplined approach to problem solving Resilience: The ability to view problems and challenges as opportunities to grow personally and professionally Practical Skills Business Acumen: Works to understand the business priorities of internal and external clients and can describe relevant profitability drivers and considerations Oral & Written Communication: Demonstrates the ability to speak, write, and present in a way that effectively conveys the intended message to an audience Risk Management: Describes key issues and benefits of risk management practices and makes use of organizational resources for risk avoidance and management Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $24.52 - $37.50 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 12/31/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
    $24.5-37.5 hourly Auto-Apply 53d ago
  • Lead Servicing Officer (Real Estate Institutional Capital Group Line of Business)

    Keybank 4.4company rating

    Brooklyn, OH jobs

    Responsible for servicing assigned portfolio consisting of a variety of products primarily for the Real Estate Institutional Capital Group Line of Business. Primary servicing functions are for non-owner occupied /interim loan servicing, portfolio administration and related client services. Provide excellent communication with the lending staff and partners supported by the ICG teams. Client segment focus are public and private REITS, real estate private equity firms and advisers and real estate owners. The specialized healthcare team focuses on property financing needs of hospitals and senior housing owners and operators. Independently manage all pre-closing, pre-boarding review of documents and risk management. Responsible for providing superior client service and expertise to both internal and external clients related a portfolio of revolvers/term/bridge loans with ability to manage multiple projects and levels of complexity. Strength and experience also required for problem solving and loan system processing including loan boarding, maintenance, data integrity etc. Essential Functions Responsible for supporting client service functions required by credit and non-credit products offered by the Real Estate Capital Division Responsible for all post-closing services for assigned portfolio of medium complexity loan structures. Proven ability to prioritize and handle multiple tasks in a high-volume environment Provides backup for servicing for team members. Provides expertise and assist RM and Closer in pre-closing process by review of loan documents, evaluation of funding requirements and attending closing meetings Assimilates and analyzes information necessary to establish medium complexity loan and disbursement controls on bank systems, including borrowing base availability. Establishes and maintains servicing files including property additions and releases and letter of credit issuance. Identifies exceptions and obtains appropriate approvals as necessary Initiates and analyzes standard and custom monitoring requirements including title/tax update, insurance and holdbacks Initiates financial and collateral transactions based on customer request or loan document provisions Analyzes and facilitates rate, commitment, and collateral changes, loan payments, tax and insurance escrows, flood zone monitoring requirements, DDA/Cash management services, and payoff instruction Maintain all aspects of DDA Restricted Collateral Accounts including account opening, disbursements, reconciliations, hold level maintenance and account closing. Maintains data integrity of system of record including posting of transactions, on-boarding of new loans and collateral, processing modifications and amendments, and data information maintenance. Clearly and immediately communicates problems/issues to Manager and/or RM Forms alliance with RMs to provide superior service to client base including achievement of goals for cash management services and off balance sheet transitions. Provides expertise to RMs on system requirements. Proactively identifies and assists in resolving issues affecting client service and risk management Provides expertise to others by thorough understanding of business requirements of clients and loan related transactions Active participation in projects as needed Perform other duties as assigned; duties, responsibilities, and/or activities may change or new ones may be assigned at any time with or without notice. Comply with all KeyBank policies and procedures, including acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Bachelor's degree or equivalent experience Required Qualifications 3+ years' experience and knowledge of commercial real estate including commitment/loan structures, title/liens, documentation, and industry practices for collateral release Familiarity with Commercial Loan Systems and Deposit Systems Strong analytical skills Detail-oriented Aptitude for analysis, systems and mathematics Strong written and verbal communication skills Ability to handle multiple tasks in a high-volume environment PC proficiency including familiarity with Microsoft Excel and Word; Competencies Accountability Keeps promises and honors commitments. Accepts responsibility for mistakes and failures and learns from them. Demonstrates open, honest communication. Business Acumen Be knowledgeable about the financial services industry and Key's competition. Understand the value proposition of the business and how it contributes to Key's business strategy. Understand and apply Key's risk management philosophy in day-to-day interactions. Client Focus Understands the value of excellent client service and demonstrates commitment to client satisfaction for internal and external clients while balancing organizational profitability. Actively listens to internal/external client feedback and delivers appropriate solutions. Applies judgment within established guidelines to resolve client issues and needs and escalates issues to manager when appropriate. Develop Self, Staff & Others Take ownership of your personal development plan and seek opportunities to further develop your skill set. Proactively share your knowledge to help others develop and to improve the performance of the team. Drive for Results Can be counted on to exceed goals successfully; is consistently a solid performer, is very bottom line oriented; steadfastly pushes self and others for results. Demonstrates personal accountability for achieving results within established timelines and budget parameters. Pursues work with energy, drive and focus. Effective Collaboration Identifies and involves the right stakeholders to make decisions and maximize results. Readily shares information, knowledge, best practices, and ideas with teammates. Leverages opportunities and capabilities across the team to accomplish goals. Attentive and active listener; has the patience to hear people out; can accurately restate the opinion of others even when he/she disagrees. Lead Change Effectively navigate and embrace change; exhibit an openness of new ways of doing things and an adaptable, continuous improvement mindset. Make quality decisions in a timely manner; sometimes with incomplete or ambiguous information and under tight deadlines/pressure. Understand the boundaries of your decision making and escalate decisions appropriately. Managerial Courage Openly expresses views and delivers candid and constructive feedback with a positive mindset to teammates and manager. Welcomes constructive feedback and strives to improve personal effectiveness based upon feedback. Steps up to conflict and views it as an opportunity; finds common ground and fosters cooperation with minimum noise. Manage Vision and Purpose Demonstrate passion for improving business results. Understand how your role fits into the vision of the department and the organization. Apply an understanding of the department's vision and purpose to your prioritized work. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Work Location Category Hybrid (2 days) - Qualified candidate must be able to report to one of the office sites listed 2 days per week. #LI-JK1 COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $56,000.00 - $85,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/02/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
    $56k-85k yearly Auto-Apply 8d ago
  • Private Wealth Client Associate

    Bank of America Corporation 4.7company rating

    Cincinnati, OH jobs

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: * Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings * Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests * Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk * Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA * Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset Skills: * Account Management * Client Management * Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services * Emotional Intelligence * Referral Identification * Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy. Shift: 1st shift (United States of America) Hours Per Week: 37.5
    $41k-51k yearly est. 8d ago
  • KPB Client Relationship Associate

    Keybank 4.4company rating

    Pepper Pike, OH jobs

    The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process. Essential Functions Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings. Support the field teams by scheduling internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends (when possible) and contributes to market huddles /pods. Owns follow up after client meetings on takeaways and next steps. Understand (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue. Coordinate the relationship team around the new client onboarding process, including supporting Relationship Manager with IM&T new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD in client activities. Primary responsibility for opening new deposit accounts and onboarding as well as Lending operations (ROE calculation, underwriting support, and ordering closing documents. Coordinate officer transitions when team members transition on or off the KPB sales team. Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality and to update client / prospect information. Support RM with Salesforce Data Entry as needed. Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer. Assist relationship team in client contact strategy (inviting clients to events, sending whitepapers, meeting follow-ups, etc.) and proactive client outreach (regarding eligible products, scheduling relationship reviews, and identifying opportunities). Educate clients on digital or alternative resources, such as contact center support, wire transfer agreements, online mobile banking, mobile deposits, online transfers and bill pay, online statements, disputing a transaction etc. Provide financial planning support to both advisors (data collection/input, etc.) and clients (providing technical support and assistance when clients need guidance). Proactively look for opportunities to improve client experience (identify pain points, gaps, process improvements) and escalate client issues as needed. Works with team to plan and manage client events, attending as needed. Adopt and fully leverage centralized service task queue (Salesforce Task Queue) to direct service-related work away from field and to Client Service Associates. This includes submitting service tasks to the Task Queue as well as encouraging field teams to right channel service work directly to the Task Queue. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Bachelor's Degree or equivalent experience (preferred) Work Experience A minimum of 3 years related work experience or equivalent combination of work/educational background (required) Skills General knowledge of financial services and wealth management. Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills. Ability to exercise discretion due to accessing and handling highly sensitive information. Ability to learn and use proprietary software, databases, and systems. Proficient in all Microsoft Office Applications. Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel Occasional travel to include overnight stay. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $24.52 - $37.50 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 12/31/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
    $24.5-37.5 hourly Auto-Apply 19d ago
  • Commercial Relationship Service Specialist II

    Huntington Bancshares Inc. 4.4company rating

    Akron, OH jobs

    The Commercial (CML) Relationship Service Specialist (RSS) II is the primary point of contact for assigned Commercial customers and Relationship Managers. The CML RSS II works independently and in partnership with the Relationship Manager by providing a best-in-class experience for a diverse Commercial portfolio. The CML RSS II applies knowledge and understanding of customer and product onboarding to enhance relationship management, retention, and deepening sales. Duties and Responsibilities: * First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk. Responsible for identifying, researching, analyzing, and resolving complex problems by utilizing resources and critical thinking to independently ensure adherence to bank policies, procedures and retain relationships. * Utilizes expertise to manage complex, highly visible, large, and/or sensitive customers and services. Offering products to grow relationships such as Escrow Services, Deposit Account Control Agreements, FBO's, Controlled Disbursement, Credit Sweeps; Public Funds; understanding of large private and public companies ($50MM - $2BB+ annual sales), high risk businesses and entity types (foreign owned-subsidiaries, custody, private investment, private equity) and specialized verticals: Fund Finance, Sponsors; Institutional and Government, North American Financial Services, REIT's, Healthcare, Commercial Real Estate, Tech & Telecom, Large Corp, Middle Market, etc. * Provides exceptional oversight of onboarding, commercial deposit and loan accounts, has advanced ability to manage all aspects E2E and facilitate complex features, customer experience, and risks; responsible for handling sizeable relationships, approving multi-million dollar transactions and special handling of unique requirements relating to assigned portfolio. * Represent Huntington's Commercial brand by providing Category of One experience for customers; professional, discreet, and positive communications with forward-thinking solutions. * Attends customer meetings independently or with Deal Team; participates in deal team and business segment meetings; stays informed of customer strategies, relationship plans, and business team priorities * Perform other duties as assigned. Basic Qualifications: * High school, GED, or equivalent required * 5+ years in commercial banking with a focus in deposits, loans, treasury management, customer service, and banking operations Preferred Qualifications * Bachelor's Degree * Proficient use of Microsoft Office and other digital resources * Excellence in customer service, initiative-taking, focused and goal oriented. * Excellent written and verbal communication skills, including grammar and demeanor. * Strong ability to facilitate and negotiate. * Strong organizational skills with diligence, planning and follow-up. * Demonstrates confidence and professionalism, with the ability to collaborate and interact with all levels within the organization. * Ability to work independently on multiple tasks without compromising quality. * Enhanced critical thinking and analytical skills. * Adaptable to change. * Promoter of Huntington and Commercial cultures. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $27.40 - $54.33 Hourly The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $32k-43k yearly est. Auto-Apply 32d ago
  • Commercial Relationship Service Specialist II

    Huntington Bancshares Inc. 4.4company rating

    Canton, OH jobs

    The Commercial (CML) Relationship Service Specialist (RSS) II is the primary point of contact for assigned Commercial customers and Relationship Managers. The CML RSS II works independently and in partnership with the Relationship Manager by providing a best-in-class experience for a diverse Commercial portfolio. The CML RSS II applies knowledge and understanding of customer and product onboarding to enhance relationship management, retention, and deepening sales. Duties and Responsibilities: * First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk. Responsible for identifying, researching, analyzing, and resolving complex problems by utilizing resources and critical thinking to independently ensure adherence to bank policies, procedures and retain relationships. * Utilizes expertise to manage complex, highly visible, large, and/or sensitive customers and services. Offering products to grow relationships such as Escrow Services, Deposit Account Control Agreements, FBO's, Controlled Disbursement, Credit Sweeps; Public Funds; understanding of large private and public companies ($50MM - $2BB+ annual sales), high risk businesses and entity types (foreign owned-subsidiaries, custody, private investment, private equity) and specialized verticals: Fund Finance, Sponsors; Institutional and Government, North American Financial Services, REIT's, Healthcare, Commercial Real Estate, Tech & Telecom, Large Corp, Middle Market, etc. * Provides exceptional oversight of onboarding, commercial deposit and loan accounts, has advanced ability to manage all aspects E2E and facilitate complex features, customer experience, and risks; responsible for handling sizeable relationships, approving multi-million dollar transactions and special handling of unique requirements relating to assigned portfolio. * Represent Huntington's Commercial brand by providing Category of One experience for customers; professional, discreet, and positive communications with forward-thinking solutions. * Attends customer meetings independently or with Deal Team; participates in deal team and business segment meetings; stays informed of customer strategies, relationship plans, and business team priorities * Perform other duties as assigned. Basic Qualifications: * High school, GED, or equivalent required * 5+ years in commercial banking with a focus in deposits, loans, treasury management, customer service, and banking operations Preferred Qualifications * Bachelor's Degree * Proficient use of Microsoft Office and other digital resources * Excellence in customer service, initiative-taking, focused and goal oriented. * Excellent written and verbal communication skills, including grammar and demeanor. * Strong ability to facilitate and negotiate. * Strong organizational skills with diligence, planning and follow-up. * Demonstrates confidence and professionalism, with the ability to collaborate and interact with all levels within the organization. * Ability to work independently on multiple tasks without compromising quality. * Enhanced critical thinking and analytical skills. * Adaptable to change. * Promoter of Huntington and Commercial cultures. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $27.40 - $54.33 Hourly The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $32k-43k yearly est. Auto-Apply 32d ago
  • Commercial Relationship Service Specialist II

    Huntington National Bank 4.4company rating

    Canton, OH jobs

    The Commercial (CML) Relationship Service Specialist (RSS) II is the primary point of contact for assigned Commercial customers and Relationship Managers. The CML RSS II works independently and in partnership with the Relationship Manager by providing a best-in-class experience for a diverse Commercial portfolio. The CML RSS II applies knowledge and understanding of customer and product onboarding to enhance relationship management, retention, and deepening sales. Duties and Responsibilities: + First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk. Responsible for identifying, researching, analyzing, and resolving complex problems by utilizing resources and critical thinking to independently ensure adherence to bank policies, procedures and retain relationships. + Utilizes expertise to manage complex, highly visible, large, and/or sensitive customers and services. Offering products to grow relationships such as Escrow Services, Deposit Account Control Agreements, FBO's, Controlled Disbursement, Credit Sweeps; Public Funds; understanding of large private and public companies ($50MM - $2BB+ annual sales), high risk businesses and entity types (foreign owned-subsidiaries, custody, private investment, private equity) and specialized verticals: Fund Finance, Sponsors; Institutional and Government, North American Financial Services, REIT's, Healthcare, Commercial Real Estate, Tech & Telecom, Large Corp, Middle Market, etc. + Provides exceptional oversight of onboarding, commercial deposit and loan accounts, has advanced ability to manage all aspects E2E and facilitate complex features, customer experience, and risks; responsible for handling sizeable relationships, approving multi-million dollar transactions and special handling of unique requirements relating to assigned portfolio. + Represent Huntington's Commercial brand by providing Category of One experience for customers; professional, discreet, and positive communications with forward-thinking solutions. + Attends customer meetings independently or with Deal Team; participates in deal team and business segment meetings; stays informed of customer strategies, relationship plans, and business team priorities + Perform other duties as assigned. Basic Qualifications: + High school, GED, or equivalent required + 5+ years in commercial banking with a focus in deposits, loans, treasury management, customer service, and banking operations Preferred Qualifications + Bachelor's Degree + Proficient use of Microsoft Office and other digital resources + Excellence in customer service, initiative-taking, focused and goal oriented. + Excellent written and verbal communication skills, including grammar and demeanor. + Strong ability to facilitate and negotiate. + Strong organizational skills with diligence, planning and follow-up. + Demonstrates confidence and professionalism, with the ability to collaborate and interact with all levels within the organization. + Ability to work independently on multiple tasks without compromising quality. + Enhanced critical thinking and analytical skills. + Adaptable to change. + Promoter of Huntington and Commercial cultures. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $27.40 - $54.33 Hourly The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $32k-43k yearly est. 32d ago
  • Consumer Contact Center Professional I

    Fifth Third Bank 4.6company rating

    Cincinnati, OH jobs

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Handles telephone calls providing outstanding customer service. By using job knowledge and the information available, makes every effort to answer the customer's question/solve the problem. Educates the customer about Bank products and services, and up sells and cross-sells other products based on the customer's needs. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Handles customer calls in a professional, courteous manner. Provides accurate information to the customer. Explains products and policies so the customer can understand. Handles some complex customer inquiries in areas of expertise. Makes every effort possible to answer the customer's question or solve the problem during the call, without transferring the customer to another employee or department. When follow-up is required, doing so within the timeframe committed to the customer. Wherever possible help educate and convert the customer to a different or an additional self-service channel available. Consistently offer more cost effective service channels. Follows departmental policies and procedures, particularly in regards to customer confidentiality Accurately enters or confirms customer information into various systems; initiates and/or completes proper request forms in assisting customers. Effectively uses computer systems for tracking, information gathering, and/or troubleshooting. Suggest improvements and changes to processes and policies to improve productivity or customer satisfaction. Perform any other duties assigned. Continually learning and developing knowledge of Bank products and services. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: High school education or equivalent. Must be able to perform data entry and basic computer skills. Be able to understand and respond to customer inquiries in one or multiple product categories. Excellent customer service skills and the ability to articulate and explain information clearly. Previous customer service or call center experience preferred. Excellent telephone communication skills are essential. Must be able and willing to learn about Bank products and services. Good problem solving skills. Consumer Contact Center Professional I At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45227 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $30k-35k yearly est. Auto-Apply 20d ago
  • Commercial Services Rep I

    Fifth Third Bank 4.6company rating

    Cincinnati, OH jobs

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Handles Commercial customer interactions (email, telephone, etc.), providing outstanding customer service. Is knowledgeable in a limited number of Commercial products, or products of low complexity. By using job knowledge and the information available, makes every effort to answer the customer's question/solve the problem. Educates the customer about Commercial products and services. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Handles customer interactions in a professional, courteous manner. Provides accurate information to the customer. Explains products and policies so the customer can understand. Handles Premier and Core client interactions. Serving as the main point of contact for this segment of clients. Directs Treasury Management product and service requests to the CSC Implementations Specialists. Provides Initial support for the following Commercial Products: Wire, ACH, Customer Statements, Healthcare, Lockbox, Vault Services, Go-ID, Copy Requests, and Balance Inquiry. Assumes ownership on every customer interaction to answer the customer's question or solve the problem during the initial contact. When escalation is required to provide customer resolution, agent will accurately route customer to the appropriate department. Follows departmental policies and procedures, particularly in regards to customer confidentiality. Accurately enters or confirms customer information into database; initiates and/or completes proper request forms in assisting customers. Handles a significant number of customer interactions within the call center environment. The interactions will be received via phone or email. Continuously utilized computer systems for tracking, information gathering, and/or troubleshooting. All issues or requests are successfully tracked by creating a service request within the CRM application. Adheres to minimum call center standards for quality, schedule adherence, attendance, and performance goals. Suggest improvements and changes to processes and policies to improve productivity or customer satisfaction. Continually learning and developing knowledge of Bank products and services. Other duties as assigned. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: High school education or equivalent. Minimum two (2) years of previous customer service or commercial experience preferred. Must be able to perform data entry and basic computer skills. Knowledge of banking products and procedures helpful. Excellent customer service skills and the ability to articulate and explain information clearly. Excellent telephone communication skills are essential. Must be able, and willing to learn about Bank products and services. Good problem solving skills. WORKING CONDITIONS: Normal office environment with little exposure to dust, noise, temperature and the like. Extended viewing of CRT screen. Extended telephone use. Repetitive keystroke movements. May occasionally lift or move up to 10 lbs. Commercial Services Rep I At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45227 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $41k-51k yearly est. Auto-Apply 4d ago
  • Client Relationship Consultant 1/(Banker) - Grove City

    Us Bank 4.6company rating

    Service associate job at U.S. Bank

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Basic Qualifications * High school diploma or equivalent * Typically has a minimum of one to two years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience * Proven ability to build and foster relationships with clients through proactive outreach and follow up * Ability to effectively engage and communicate with clients * Basic knowledge of applicable bank and branch policies, procedures and support systems * Proven customer service and interpersonal skills * Experience with using and demonstrating digital products and self-service technologies * Ability to explore and identify a customer's true needs while leveraging a digital first mindset * Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively * Experience in the financial services industry preferred If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $20.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $20-20 hourly 5d ago

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