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Valley National Bank jobs in Tampa, FL

- 65 jobs
  • Customer Care Specialist (Call Center)

    Valley National Bancorp 4.9company rating

    Valley National Bancorp job in Saint Petersburg, FL

    Responsibilities include but are not limited to: * Follow bank established guidelines regarding customer service and deliver an exceptional customer experience in accordance with Valley's mission statement. * Manage all customer issues while maintaining the highest level of professionalism, provide thoughtful prompt resolution with empathy, poise a consistent voice with the on-going goal of establishing a positive customer experience. * Answer high volume of phone calls, respond to e-mails including various communication channels from clients regarding balances, transactions, Debit Card usage/limits, Internet Banking, and other general banking queries. * Maintain proficient knowledge of Bank products and services and ability to educate customers on such, as well as cross sell various products and services. * Maintain ownership of issues to resolutions and escalate unresolved issues through proper channels. * Responsible for achieving individual sales, referral and service quality goals. * Develop referrals from prospects calling to inquire on bank products and services. * Provide operational support and trouble shoot issues for various digital banking products, such as Online Banking, Remote Deposit Capture, Mobile Banking, Mobile Deposit, and Mobile Wallet/Bill Pay. Required Skills: * Excellent verbal and written communication skills. * Strong Customer Service Skills with the ability to engage customers in conversation regarding products and services. * Proficient computer skills; ability to understand and utilize multiple systems, computer and databases. * Demonstrate a working knowledge of bank products, services and policies. * Ability to solve practical problems. * Demonstrate a professional manner and team spirit. * Must be self-driven with a positive outlook and have the ability to demonstrate confidence, tact, patience, and diplomacy while dealing with customers. * Detail oriented and organized. Required Experience: * High School Diploma or GED and a minimum of two years' high volume call center experience, teller or branch banking experience. * Bilingual preferred.
    $31k-35k yearly est. 19d ago
  • Corp. Bnkg. Relationship Manager - Tampa, FL

    Valley National Bank 4.9company rating

    Valley National Bank job in Sarasota, FL

    Responsibilities include but are not limited to: Business development with a focus on acquisition of new clients and expanding relationships with existing clients. Respond quickly and effectively on all new business referrals from Senior Management, the branch network or other areas of the bank. Develop network of external referral sources/centers of influence (COI's) in order to attract new clients. Maintain, grow and service assigned portfolios and appropriately cross sell other bank products. Overall accountability for driving the profitability, quality, and growth of portfolio. Negotiates terms (collateral, covenants, pricing and other components) of lending agreements with clients/prospects to properly structure and price credit facilities consistent with the bank's credit policies and lending practices. Prepare effective packages for credit approval circulation and to present packages to the required level of credit authority. Ensure that the bank is in possession of current financial information and that the information has been properly analyzed and on file. Monitor and report changes in credit quality. Bears overall responsibility for the loan closing process and attends loan closings ensuring legal documents reflect all terms as agreed to by customer/prospect and approved by the bank, in addition to making sure required documents and signatures are in place for loan closing and to ensure loans are closed properly.
    $61k-78k yearly est. 15h ago
  • Senior Trust Advisor

    Fifth Third Bank, N.A 4.6company rating

    Tampa, FL job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality fiduciary solutions to clients. This role involves managing personal trusts, ensuring compliance with legal and regulatory requirements, while identifying new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners closely with the Private Bank team to support regional growth strategies and deepen client relationships by providing fiduciary advice that aligns with the client's financial goals and objectives . 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 ensure 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 DUITES AND RESPONSBILITIES: + Serve as a Trusted Advisor by developing close, personal relationships with clients and their families, integrating technical fiduciary components with each client's unique personal situation and values . + Anticipa te c lients' Private Bank service offering needs and c oordinate with Private Bank and One Bank partners along with externa l advisors . + Actively participate with the Private Bank team by providing support related to expanding and deepening existing relationships. + Actively participate with the Private Bank team to support new trust business; participate in client presentations, as requested , and serve as subject matter expert concerning fiduciary strategies. + Understand existing client relationships and create trust optimization strategies to expand and deepen relationships, such as regular estate plan reviews, client meetings , and best practice advice. + Oversee the administration of complex trust accounts, ensuring compliance with trust documents, legal requirements, and company policies. + R esponsible for the review and interpretation of estate planning documents , timely and accurate administration of trust income and principal. + Possess strong technical understanding of complex fiduciary documents and strategies. + Coordinate appropriate Private Bank resources, as needed-- including the tax liaison team, operational support, in house legal counsel and leadership, to ensure proper fiduciary responsibility is maintained . + Manage the due diligence process on all new fiduciary appointments , including reviewing all critical documents to ensure a complete understanding of client needs and the bank's ability to meet those needs. + Play a key role in overall client satisfaction and retention. + Identify at-risk clients and proactively work to resolve all client issues to drive retention. + Maintain accurate and up-to-date records of all trust activities . MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED : + Bachelor's degree in Finance , Accounting, Law, or a related field. Advanced degree or professional certification (e.g., CTFA, CFP) preferred. + Minimum of 8 -10 years of experience in trust and estate administration, with a proven track record of managing complex trust relationships. + Strong knowledge of trust and estate laws and regulations as well as industry standards and practices. + Demonstrated ability to advise and deliver on complex fiduciary strategies. + Demonstrated proficiency in exercising fiduciary judgement and discretion. + Excellent interpersonal and communication skills to deliver best-in-class client experience . + Ability to work in a team orientated /matrix environment. + Ability to manage multiple priorities and meet deadlines. + Proficiency in and Microsoft Office Suite. + High ethical standards and a commitment to fiduciary responsibility. + Exhibits a sense of urgency and continuous improvement mindset . Senior Trust Advisor 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. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. 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 -- Tampa, Florida 33602 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.
    $83k-100k yearly est. 18d ago
  • Transformation Management Lead

    Valley National Bancorp 4.9company rating

    Valley National Bancorp job in Saint Petersburg, FL

    Responsibilities include but are not limited to: * Provide thought leadership on business process excellence and continuous improvement. * Document existing processes and workflows while considering interdependencies, procedures, and requirements. * Optimize productivity by designing, implementing, and testing new procedures and process maps. * Assemble reports to document process status and changes, measuring efficiency gains. * Design metrics to measure productivity and identify areas for improvement. * Communicate findings and proposals to key stakeholders. * Provide thorough instructions for successful implementation of process changes. * Work with partners to evaluate compliance and risk assessments. * Assist in creating a culture of continuous improvement. * Create, edit, and update communications materials including but not limit Led to communication plans, corporate messages, and presentations. * Partner with the Automation Solutions team in creating or maintaining RPA automations for stakeholders as required. Required Skills: * Excellent analytical skills. * Problem identification, problem solving and independent decision making skills. * Ability to persuade others to change existing practices. * Excellent written and verbal communication skills. * Excellent organization and management skills * Proficiency in drafting and authoring formal policy and procedure documents. * Proficiency in documenting process workflows in MS Visio or other workflow documentation tools. * Ability to apply continuous improvement methodology to review and revise existing policy and procedures. Required Experience: * 3 years of experience with process improvement metholodogies (e.g., Six Sigma, Lean or other). * 3 years process analysis, engineering, automation, or related experience. * HS Diploma/GED and a minimum of 5 years of related experience. Preferred Experience: * 4 Year College Degree. * 3 years of experience in a banking environment. * 5-7 years' experience in Change Management and/or Process Improvement.
    $82k-104k yearly est. 3d ago
  • Credit Risk Team Lead (SBA 7a)

    Valley National Bank 4.9company rating

    Valley National Bank job in Tampa, FL

    Responsibilities include, but are not limited to: Proactively communicates with Loan Officers and assigned Credit Portfolio Managers during the underwriting, approval and portfolio management processes. Review and circulate credit packages and modifications for approval. Ensure packages are updated as required by approvers. Underwrite complex new loan requests and modifications. Coordinate with the assigned Commercial Loan Officers, Loan Officer Assistants and Direct Reports all activities required to complete a credit package. Completes performance evaluations, reviews and approves timecards and all other manager related activities for his/her direct reports. Prepare effective packages for credit approval circulation and to present packages to the required level of credit authority. Obtain, and monitor various loan portfolio reports such as Maturing Loans, Past-Due Loans, Annual Reviews and proactively assist lenders with requisite action plans. Assure that credits are accurately risk rated and credits are properly monitored and reported. Adhere and comply with all requirements of Regulation B Adverse Action Procedures -- Florida Division. Create and maintain current BSA Information. Adhere and comply with all requirements of watch list and EDD procedures. Manage and track covenants, borrowing bases, A-R Ageing, etc. for their accounts. Assist in preparation of quarterly CLMR reports. Advise Lenders on all matters related to the Bank's Credit Policy and related Procedures/Forms. As time allows conduct annual site visits, attend loan closings and other tasks required to support assigned lenders.
    $33k-41k yearly est. 15h ago
  • Lead CSR/Teller - Tampa, FL - Full-Time - Bilingual Spanish Preferred

    Fifth Third Bank 4.6company rating

    Tampa, FL job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible for the most complex duties of a CSR, exercising considerable independent judgement. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Customer Experience: * Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met * Provide follow up to customer questions and find solutions to address issues * Be responsive and timely with correspondence to keep lines of communication open and clear * Maintain a position of trust and responsibility by keeping all customer business confidential * Follow the Bancorp Code of Business Conduct and Ethics and other related policies, always maintaining ethical behavior. Operations: * Collaborate with Financial Center Manager to ensure all monthly cash counts are completed. * Partner with Financial Center Manager to gather and report monthly FCA requests. * Perform daily office responsibilities, working with the CSR and Bankers, to maintain the efficient operation of the office. * Maintain a balancing record that is in line with policy. Find and correct outages and assist others as needed. * Maintain knowledge of the bank policies and financial center procedures and take responsibility to keep up to date on any changes. * Demonstrate sound judgment in decision making, abiding to established guidelines and procedures. * Assist in training newly hired Customer Service Representative Referrals: * During customer interactions and Customer Outreach identify customer needs and refer customers to Bankers and business partners, as appropriate, for a consultative conversation * Build and maintain a working knowledge of the Retail products and services offered * Utilize appropriate tools for all referrals sent to personal bankers and business partners for tracking purposes Perform other duties as assigned SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * High school diploma/GED. * Work involves extensive cash handling. * Position requires in-depth knowledge of retail policies and procedures, to perform the essential duties with minimal supervision. * Work involves contact with the public, adhere to dress code guidelines. * Must have the ability to interact comfortably and confidently with the public. * Work requires the ability to take initiative and demonstrate sound judgment in decision-making and problem resolution. * Act as a leader and a resource for both customers and platform team. * Demonstrate the company's core values, work as one bank, take accountability, be respectful & inclusive, act with integrity. * Need to have flexibility in scheduling. WORKING CONDITIONS: * Normal office environment. * Extensive viewing of computer screens. Lead CSR/Teller - Tampa, FL - Full-Time - Bilingual Spanish Preferred 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 -- Tampa, Florida 33625 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $32k-40k yearly est. Auto-Apply 26d ago
  • Commercial Middle Market Credit Analyst

    Fifth Third Bank, N.A 4.6company rating

    Tampa, FL job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Credit Analyst II is primarily responsible for partnering with Portfolio Managers, supporting the daily duties of underwriting and monitoring credit while performing analytical activities and identifying risks or issues as needed. In addition, a successful Credit Analyst II will be able to draft documents and prepare for credit reviews with limited support from the Portfolio Managers. The Credit Analyst II is knowledgeable on financial and risk analysis and demonstrates proficiency in financial modeling. The Credit Analyst II is expected to build proficiency in underwriting, developing the ability to complete the underwriting process from beginning to end with limited oversight. Additionally, the Credit Analyst II will attend and support PortfolioReviewsas needed. 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 ensuresthatactions 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. #LI-JB1 ESSENTIAL DUTIES AND RESPONSIBILITIES: + Partner with Portfolio Managers in credit and underwriting, performing analytical tasks as needed + Use critical thinking to identify and draft documentation + Responsible for regularly completing indicative credit information into Banking Systems with little to no errors + Responsible for preparing risk-rating scorecard and tickler event analysis and determining actions based on results working in collaboration with PM's + Responsible for developing risk models and advising PMs of unforeseen obstacles that may impede meeting client expectations + Identify and determine monitoring analysis activities required + Verify covenants and define updates needed on ticklers + Monitor covenant completion and track past due or out of compliance covenants and recommend appropriate course of action + Responsible for assessing covenant compliance reporting and identifying issues + Review covenant compliance certificates to understand performance and determine actions + Update financial covenants and calculations as needed + Run Probability of Default (PD) model with oversight + Responsible for understanding and evaluating completed spreads to determine necessary edits working in collaboration with the CCU team + Responsible for identifying and recommending preliminary portfolio management actions using Credit Service reporting and RADAR with some oversight + Prepares ALSR reports with oversight + Responsible for running risk and projection models with oversight assumptions provided + Responsible for completing underwriting process with limited oversight + Create and complete a CAM with little to no errors + Review and re-write renewals for deals of limited complexity + Responsible for portfolio analysis and the development for Portfolio Reviews in preparation for client meetings + Support Portfolio Managers and special projects + Takes appropriate remedial actions to resolve deficiencies and escalates questions/disputes to appropriate level when necessary. + May assist with training of new employees. + May work on special projects as assigned by management. SUPERVISORY RESPONSIBILITIES: None MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting) + 2+ years of Commercial Banking experience - formal credit training strongly preferred. + Sound Financial and risk analysis understanding, including the ability to develop financial models + Extensive Knowledge of banking products and services + Knowledge of corporate business structure and legal documents + General knowledge of U.S. government and regulation + Knowledge of the local or regional market preferred, but not required + Proficiency in internal banking applications + Strong verbal and written communication skills + Demonstrated expertise in using effective problem solving and analytical skills with ability to handle and prioritize multiple tasks + Proficient in all Microsoft Office software + Candidates must be authorized to work in the United States, without the need for employment-based immigration sponsorship now, or in the future. WORKING CONDITIONS: + Normal office environment with little exposure to dust, noise, temperature and the like + Minimal travel required Commercial Middle Market Credit Analyst 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. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. 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 -- Doral, Florida 33166 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.
    $75k-90k yearly est. 27d ago
  • Investment Executive (Financial Advisor) Bradenton/Sarasota, FL

    Fifth Third Bank 4.6company rating

    Sarasota, FL job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within the bank to develop strong relationships and credibility with internal and external clients. 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: Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post-appointment follow-up to maintain relationships and develop referrals from existing client base. Manage sales planning for self and for team to drive sales, and achieve designated goals, client experience and financial results. Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework. Ability to delegate tasks and follow-through. Prepare necessary internal reports for sales tracking. Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities. Conduct internal and external seminars to focus on business development and growth. Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits. Serves as a coach and mentor for licensed bank employees. Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful. Guide and promote progress toward established goals for team. Recognize and reward achievement of goals. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Prior Brokerage Industry Experience. Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required. Variable Annuity license is required. Motivated by commission sales, recognition programs, and internal sales competition among co-workers. Ability to motivate others in a team environment. Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes. Demonstrated ability to simplify and communicate complex financial concepts. Proven experience in building strong internal and external client relationships. Highly developed knowledge of the securities business, investment products and financial solutions. Highly developed sales and presentation skills. Travel required within assigned territory. #LI-ML1 Investment Executive (Financial Advisor) Bradenton/Sarasota, FL 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. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. 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 -- Sarasota, Florida 34233 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.
    $81k-104k yearly est. Auto-Apply 60d ago
  • Small Business Banker - North Pinellas

    Valley National Bank 4.9company rating

    Valley National Bank job in Tampa, FL

    Responsibilities include but are not limited to: Represents the bank in conducting active prospect and customer business development activities with small business clients (-$5MM in revenue size) designed to generate new deposit, loan, treasury and other fee income and related business for the line of business while meeting any of the Bank's assigned and/or prospective business customers' needs. Manages relationships with small business banking clients through a consistent process of outreach, nurturing and growth. Establishes strong referral network and relationships with real estate agents, brokers, CPA's, accountants, attorneys, and other Centers of Influence (COI's). Develops strong professional relationships with other Bank department associates as well as supplemental business lines and vendors to cross sell and generate appropriate business product and service recommendations to help clients meet their goals and expand client relationships. Actively collaborates with other lines of business to ensure the clients specific needs are met. Provides quality customer service to existing customers and accounts through problem resolution and maintains consistent communications with clients through onsite visits and outbound calls. Develops and maintains intimate knowledge of the policies, Bank guidelines for their business line. Refers lending opportunities to Business Banking and Middle Market, treasury management, Highland Capital, FiServ and ADP, residential mortgage, and deposit relationships to bank partners. Participates in civic and community activities to promote the Bank's diverse products and services, maintain professional network relationships and strengthen community ties. Serves on CRA Board or committee to help strengthen communities and meet Bank's CRA objectives. Interview loan applicants, completing applications and gathering required documentation in order to have a full understanding of the customer's financial picture. Educates the borrower on business line process, structure, and set expectations.
    $40k-50k yearly est. 15h ago
  • CRA Mortgage Loan Specialist

    Fifth Third Bank 4.6company rating

    Tampa, FL job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Assumes overall responsibility for the residential mortgage loan from application to closing. 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: Develop referral contacts (realtors, builders, professional and personal contacts). Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. Follow defined protocol for escalation exceptions. Take applicant applications by completing information in loan origination system. Utilize the laptop for communication and access of daily rates, applicant credit reports, and updating information in loan origination system. Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. Manage pipeline for all originated loans through closing and complete required management reports. Communicate with branches and/or applicants of providing timely updates and progress reports. Maintain high levels of customer service while managing each applicant's and support staff's expectations. Attend and participate in all Consumer Lending meetings as required by management. MINIMUM KNOWLEDGE AND SKILLS REQUIRED: High school diploma or equivalent mandatory. Four-year college degree preferred. Knowledge of conventional and/or government lending guidelines. Knowledge of residential mortgage processing, underwriting, and closing procedures. Knowledge of federal lending regulations governing real estate lending. Must have 2 years of mortgage sales experience. Must have an established book of local referral sources. Must have existing mortgage sales of $1 million per month. Demonstrated organizational skills. Strong written and verbal communications skills. Demonstrated teamwork and customer service skills. Proven computer skills. Basic sales technique skills. Strong desire to excel in a competitive environment. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. #LI - MC1 CRA Mortgage Loan Specialist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. 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 -- Tampa, Florida 33609 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.
    $78k-101k yearly est. Auto-Apply 60d+ ago
  • Mortgage Loan Originator.

    Fifth Third Bank 4.6company rating

    Tampa, FL job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Assumes overall responsibility for the residential mortgage loan from application to closing. 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: Develop referral contacts (realtors, builders, professional and personal contacts). Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. Follow defined protocol for escalation exceptions. Take applicant applications by completing Fannie Mae form 1003 on the laptop. Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses and transmitting the loan to LOMAS. Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. Manage pipeline for all originated loans through closing and complete required management reports. Communicate with branches and/or applicants of providing timely updates and progress reports. Maintain high levels of customer service while managing each applicant's and support staff's expectations. Attend and participate in all Consumer Lending meetings as required by management. MINIMUM KNOWLEDGE AND SKILLS REQUIRED: High school diploma or equivalent mandatory. Four-year college degree preferred. Must have at least two years of mortgage lending experience. Must have an established local book of referral sources. Must have existing mortgage sales of $1 million per month. Knowledge of conventional and/or government lending guidelines. Knowledge of residential mortgage processing, underwriting, and closing procedures. Knowledge of federal lending regulations governing real estate lending. Demonstrated organizational skills. Strong written and verbal communications skills. Demonstrated teamwork and customer service skills. Proven computer skills. Basic sales technique skills. Strong desire to excel in a competitive environment. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. #LI MC1 Mortgage Loan Originator. 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. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. 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 -- Tampa, Florida 33609 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $32k-36k yearly est. Auto-Apply 6d ago
  • Treasury Management Specialist

    Valley National Bancorp 4.9company rating

    Valley National Bancorp job in Saint Petersburg, FL

    Responsibilities include, but are not limited to: * Act as the day-to-day client contact for services relating to Treasury Products. * Onboard and train commercial clients with the following Treasury products; Online banking with wires, Remote Deposit Capture, Bill Pay, and other products as assigned. * Provide first level support to internal/external customer support for all Treasury Management and business clients, as necessary. Assist clients with routine needs such as system functionality questions, moderate level technical issue resolution, billing issues, etc. Also provides information on client transaction accounts and other general banking needs. * Ensure appropriate Treasury Management documents and agreements are properly completed and executed prior to implementation. * Provide excellent customer service to support and solve internal and external customer issues. * Proactively time manage internal and external customer expectations when communicating and responding to processing request, instructions, inquiries, issues, voicemails, and emails to help maintain relationships. * Tracks reported issues for consolidation and potential process or system change. * Educate clients on account services and capabilities. * Assist Treasury Management Excellence Center Manager and Team Leads with projects, activities and tasks. * Prepares reports daily, monthly, quarterly and as needed. Required Skills: * Proficient PC skills with Microsoft Office applications and e-mail. * Attention to detail and accuracy. * Strong written and verbal communication skills. * Ability to multitask and prioritize workflow. * Strong problem-solving skills to identify issues, determine solutions, and implement them effectively. * Basic understanding of the company's products and services, as well as the ability to troubleshoot common issues. * Knowledge of Treasury Management products and services. Required Experience: * High School diploma or GED and a minimum of 3 years related customer service experience. Preferred Experience: * Bachelor's degree with related banking experience.
    $55k-64k yearly est. 16d ago
  • Retail Business Development Officer

    Valley National Bancorp 4.9company rating

    Valley National Bancorp job in Saint Petersburg, FL

    Responsibilities include but are not limited to: * Delivers and Sells a full range of branch banking services to individuals, businesses and municipalities. * Independently develops and implements strategic business plans with Head of Retail Sales' approval which are consistent with Valley's corporate direction and result in achieving key performance indicators (i.e.: targeted loans, deposits and fees). * Develops and implements a Business Development Call Program to encompass new clients from prospect lists, other resources and referrals. Seeks opportunities for referrals to new clients through existing business clients of branches within their area. * Builds and develops COIs (Centers of Influence) to increase sales, provide ongoing referrals and leads for all bank products and services. * Develops partnerships to enhance and expand the client's relationship with the bank, including loan officers, internal and external product specialists. Utilizes business partners to capture a larger wallet share and enhance the customer's experience with Valley through meetings with clients. * Builds, expands and maintains customer relationships to grow the deposit base of the branches within the territory, increases product utilization and revenue. * Possesses the knowledge of the entire bank's consumer and commercial deposits product line to sell wealth management and Insurance products, cash management, consumer and commercial loans as well as external partner products and services. Remains current in all areas and attends all required sales training. * Knows the competition's product line to bring ideas forward and develop plans to gain clients from them. * Learns and supports Retail Banking promotions and initiatives. Serves as an expert on these initiatives; assists other team members with knowledge sharing. * Participates in and supports CRA initiatives activities and programs. * Participates in industry trade groups, business associations and charitable organizations to enhance the Bank's brand. * Submits accurate and timely sales reports as needed including client development history in Sales Force. * Manages expenses within established budget guidelines. * Adheres to Bank policies, all legal and regulatory requirements, Code of Conduct and Service Quality Standards. * Partners with other LOBs such as Commercial, Mortgage, etc. Required Skills: * Selling skills and the ability to prioritize, organize, and delegate assignments. * Ability to effectively present information in one-on-one and small group situations. Must have strong verbal, written and interpersonal communication skills. * Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. * Basic technology skills including Microsoft Word, Excel. Ability to use/demonstrate smartphone/smart device to access Bank products and services for customers. Required Experience: * High School Diploma or GED. * Minimum of 5 years sales/business development experience within a financial institution. Preferred Experience: * Bachelor's Degree from a four-year college or university. * Sales/business development experience with a bank, credit union, or other financial institution.
    $51k-69k yearly est. 2d ago
  • Retail Associate Trainee (Entry Level Retail Banker)

    Valley National Bancorp 4.9company rating

    Valley National Bancorp job in Belleair Bluffs, FL

    Responsibilities include, but are not limited to: * Ability to perform all transactions required by a customer and use appropriate technology to provide services effectively and efficiently. * Services customers by processing deposits and withdrawals such as loan payments, holiday club payments and savings. * Sells money orders and cashiers' checks. * Performs duties related to processing or balancing individual cash box and the office work as necessary or assigned. Files signature cards and completing end of the day proof. Maintain and balance a cash box. * Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines. * Responsible for meeting customer expectations, achieving service quality standards and mystery shop expectations. * Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures. * Actively participates in and completes required training and development experiences. Required Skills: * Excellent verbal and written communication. * Excellent interpersonal - customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees. * Strong analytical, problem solving, and decision-making skills. * Detail oriented, strong organizational skills, and high degree of accuracy. * Ability to handle multiple projects simultaneously. Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form. * Provides strong Customer Service Skills with the ability to engage customers in conversation regarding products and services. * The ability to make sound decisions. This may include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions. * Proficient computer skills. Required Experience: * High School Diploma or GED and any experience dealing with the public. * Prior cash handling and/or customer service experience preferred.
    $30k-34k yearly est. 6d ago
  • Transformation Management Lead

    Valley National Bank 4.9company rating

    Valley National Bank job in Tampa, FL

    Responsibilities include but are not limited to: Provide thought leadership on business process excellence and continuous improvement. Document existing processes and workflows while considering interdependencies, procedures, and requirements. Optimize productivity by designing, implementing, and testing new procedures and process maps. Assemble reports to document process status and changes, measuring efficiency gains. Design metrics to measure productivity and identify areas for improvement. Communicate findings and proposals to key stakeholders. Provide thorough instructions for successful implementation of process changes. Work with partners to evaluate compliance and risk assessments. Assist in creating a culture of continuous improvement. Create, edit, and update communications materials including but not limit Led to communication plans, corporate messages, and presentations. Partner with the Automation Solutions team in creating or maintaining RPA automations for stakeholders as required.
    $92k-113k yearly est. 15h ago
  • Market Manager

    Valley National Bank 4.9company rating

    Valley National Bank job in Tampa, FL

    Responsibilities include, but are not limited to: Accountable for the growth and profitability of their branch or branches. Improves revenues and expenses and creates an environment that exceeds client expectations. Coordinates and supports the team effort in referring leads to offices and other lines of business. Overall responsibility for the financial and operational performance of their branches. Responsible for the interviewing, hiring, performance evaluation, and disciplinary action for the staff within the branches. Develops the staff for career opportunities; manages the performance and development of employees within the branch which results in high performance, a team environment and positive employee morale. Develops market intelligence, communicates and drives the strategic direction and product mix within the market they manage. Manages and enhances client relationships through coaching and mentoring staff. Oversees the ABMs in ensuring operational functions of the branch are met including cash control, auditing and compliance requirements. Builds new and expands existing customer relationships through a consultative approach that requires visiting customers in order to understand their business needs with an expected outcome of growing the deposit base of the branches, increasing product utilization and revenue within the market. Ensures primary and defined market area retail offices comply with all appropriate regulatory requirements which relate to retail operations and new accounts. Ensures the staff completes Learning Management System training and attends classes developed by Learning - Development to fulfill the requirements of their position. Ensures staff complies with all policies, practices and procedures including branch safety. Reports all unsafe activities to Divisional Head and/or Human Resources. Manages the escalation of customer service problems and/or requests as appropriate, proactively seeks answers and/or provides solutions and follows-up to ensure customer needs have been met. Directs a proactive approach to customer satisfaction and customer retention. Listens to and fully understands, the internal and external customer's needs. Interacts in an effective and positive manner with customers and co-workers. Represents the bank in the community and participates in community activities as appropriate. Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures. May provide divisional sales/leadership support in the absence of Divisional/Special divisional initiatives.
    $39k-60k yearly est. 15h ago
  • Wealth Management Advisor II

    Fifth Third Bank 4.6company rating

    Tampa, FL job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals. Create steams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and client service standards. 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: Sales: * Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities. * Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. * Acts as the Core Team Member for One Bank to identify opportunities with new and existing bank customers. Continually monitors and evaluates client needs to identify opportunities to expand and deepen household relationship. * Demonstrates proficiency in the utilization of consultative and advice driven sales; manages execution of client service standards to develop and retain lasting client relationships. * Develops and strategically executes personal business plan to achieve defined revenue and business objectives. Client Experience: * Institutes habits that ensure coordination of team in the consistent delivery of Private Bank experience standards. * Utilizes the Life360 process when working with team members to deliver advice based solutions. * Collaborates with a customized team of specialists to deliver high-quality client service. * Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management. * Identifies and refers opportunities providing for the utilization of advanced planning solutions. * Coordinates and collaborates with client third party advisors (e.g., attorney, accountant) to ensure synergy of advisors' recommendations, consistent to client goals. * Partners and leverages internal and external service providers to optimize effectiveness and efficiency. * As primary contact, resolves problems in a timely and effective manner. * Provides client with information regarding current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics. * Accountable for the organization, development and execution of client reviews that are in keeping with service standards to ensure client needs are being met. E.g. Annual Client Reviews and quarterly updates, etc. Utilizes the Life360 process to continually challenge and collaborate with the client to articulate and achieve their goals. * Manages overall profitability of client relationship. * Ensures process information recorded timely in CRM regarding status and activities. * Drives continuous improvement by looking for ways to deepen relationship with client through all areas of Private Bank and other appropriate Bancorp channels. * Acts as primary point of contact for COI within Bank. * Accountable for implementation of recommendations delivered to client. * Leads the 90-day client on-boarding process. * Works in collaboration with team members to ensure alignment and exchange information and resources necessary to meet shared objectives. * Addresses developmental needs and knowledge gaps as requested by manager and the Private Bank. * Champions the Bancorp Vision and Core Values through personal actions and leadership influence to promote high-performing work groups. Other: * Experienced operating in an environment that stresses both individual accountability and team-based performance. * Exhibits a sense of urgency and a continual drive to results coupled with an ability to partner effectively with management at all organizational levels. * Displays the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority. * Supports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results. * Actively participates within professional and community organizations. * Actively networks and effectively builds relationships internally and externally of the Bank MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * Bachelors degree or equivalent work experience required. Business Administration, Finance, or Economics is preferred. * CFP, CFA, or CPWA industry certification is preferred and will be required within 24 months (36 months for CFA) of start date to align with 5/3 Private Bank practice management requirements. The professional designations of Juris Doctorate (JD) and/or Certified Public Accountant (CPA) will also be accepted for this industry certification requirement. * Appropriate state life and Health insurance licenses are required in accordance with licensing guidelines. * Minimum of eight (8) years of successful sales/client service experience in financial services industry. * Stays abreast and informed of regulatory and governmental changes that impact clients. Works with specialists to keep up-to-date on services and solutions. * Demonstrates strong interpersonal negotiation, verbal and written communication, and presentation skills. Demonstrated proficiency in delivery of branded presentations, materials and solutions. * Uses effective problem solving and analytical skills. * Computer / Technical: Ability to use software including: Word, Excel and PowerPoint, CRM or related systems. * This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. WORKING CONDITIONS: * Normal office environment with little exposure to dust, noise, temperature and the like. * Extended viewing of CRT screen. Wealth Management Advisor II 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. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. 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 -- Tampa, Florida 33602 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.
    $57k-76k yearly est. Auto-Apply 3d ago
  • CSR/Teller - Seffner, FL - Part-Time

    Fifth Third Bank 4.6company rating

    Seffner, FL job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Customer Experience: • Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met • Provide follow up to customer questions and find solutions to address issues • Be responsive and timely with correspondence to keep lines of communication open and clear • Maintain a position of trust and responsibility by keeping all customer business confidential • Follow the Bancorp Code of Business Conduct and Ethics and other related policies, always maintaining ethical behavior. Operations: • Perform daily office responsibilities, working with the platform team, to maintain the efficient operation of the office. • Maintain a balancing record that is in line with policy. Find and correct outages and enlist help as needed. • Maintain knowledge of the bank policies and financial center procedures and take responsibility to keep up to date on any changes. • Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Lead Customer Service Representative or other leadership as necessary. • Demonstrate sound judgment in decision making, abiding to established guidelines and procedures. Referrals: • During customer interactions and Customer Outreach identify customer needs and refer customers to Bankers and business partners, as appropriate, for a consultative conversation • Build and maintain a working knowledge of the Retail products and services offered • Utilize appropriate tools for all referrals sent to personal bankers and business partners for tracking purposes Perform other duties as assigned. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: • High school diploma/GED. • Work involves extensive cash handling. • Work involves contact with the public, adhere to dress code guidelines. • Must have the ability to interact comfortably and confidently with the public. • Position requires knowledge of retail policies and procedures, to perform the essential duties. • Work requires the ability to take initiative and demonstrate sound judgment in decision-making and problem resolution. • Demonstrate the company's core values, work as one bank, take accountability, be respectful & inclusive, act with integrity. • Need to have flexibility in scheduling. WORKING CONDITIONS: • Normal office environment. • Extensive viewing of computer screens. CSR/Teller - Seffner, FL - Part-Time At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Seffner, Florida 33584 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $31k-36k yearly est. Auto-Apply 60d+ ago
  • Credit Risk Team Lead (SBA 7a)

    Valley National Bancorp 4.9company rating

    Valley National Bancorp job in Tampa, FL

    Responsibilities include, but are not limited to: * Proactively communicates with Loan Officers and assigned Credit Portfolio Managers during the underwriting, approval and portfolio management processes. * Review and circulate credit packages and modifications for approval. Ensure packages are updated as required by approvers. * Underwrite complex new loan requests and modifications. * Coordinate with the assigned Commercial Loan Officers, Loan Officer Assistants and Direct Reports all activities required to complete a credit package. * Completes performance evaluations, reviews and approves timecards and all other manager related activities for his/her direct reports. * Prepare effective packages for credit approval circulation and to present packages to the required level of credit authority. * Obtain, and monitor various loan portfolio reports such as Maturing Loans, Past-Due Loans, Annual Reviews and proactively assist lenders with requisite action plans. * Assure that credits are accurately risk rated and credits are properly monitored and reported. * Adhere and comply with all requirements of Regulation B Adverse Action Procedures -- Florida Division. * Create and maintain current BSA Information. * Adhere and comply with all requirements of watch list and EDD procedures. * Manage and track covenants, borrowing bases, A-R Ageing, etc. for their accounts. * Assist in preparation of quarterly CLMR reports. * Advise Lenders on all matters related to the Bank's Credit Policy and related Procedures/Forms. * As time allows conduct annual site visits, attend loan closings and other tasks required to support assigned lenders. Required Skills: * Knowledge of credit underwriting, accounting and loan documentation with the ability to. * Ability to effectively communicate credit concerns and formulate alternate loan structures to customers, business unit team leaders, department heads and senior management. * Proficient computer skills using Microsoft Word, Excel and Outlook. * Strong level of interpersonal and social skills needed to interact with loan officers, administrative staff and customers. * Strong personal time management skills. * Strong mathematical skills. * Strong credit skills. * Strong administrative skills. * Ability to write reports and business correspondence. * Ability to effectively present information and respond to questions. Required Experience: * High School Diploma or GED and a minimum of seven years of experience in a commercial lending environment in a credit-oriented and underwriting position. * Bachelor's degree, completion of a formal credit training program, and prior supervisory experience is preferred.
    $33k-41k yearly est. 56d ago
  • Business Banker - St. Petersburg, FL

    Valley National Bancorp 4.9company rating

    Valley National Bancorp job in Saint Petersburg, FL

    Responsibilities include but are not limited to: * Represents the bank in conducting active prospect and customer business development activities designed to generate new loan, deposit and related business for the line of business, while meeting the Bank's existing and prospective business customer's needs. * Manages relationships with business banking clients through service and support, such as overseeing maintenance of client accounts and ensuring client's needs are met. * Establishes strong referral network and relationships with commercial real estate agents, brokers, CPA's, accountants, attorneys, and other Centers of Influence (COI's). * Develops strong professional relationships with other Bank department associates, as well as supplemental business lines and vendors to cross sell and generate appropriate business product and service recommendations to help clients meet their goals and expand client relationships. * Actively collaborates with other lines of business to ensure the clients specific needs are met. * Provides quality customer service to existing customers and accounts through problem resolution and maintains consistent communications with clients through onsite visits and outbound calls. * Develops and maintains intimate knowledge of the policies, Bank guidelines for their business line. * Refers lending opportunities, treasury management, insurance, residential mortgage, and deposit relationships to bank partners. * Participates in civic and community activities to promote the Bank's diverse products and services, maintains professional network relationships and strengthen community ties. * Interviews loan applicants, analyzes financial and related data to establish credit worthiness; establishes and negotiates credit terms, and monitors customers' credit. * Monitor outstanding loans and take necessary collection actions on past dues. * Educates the borrower on business line process, structure, and set expectations. * Analyzes, determines eligibility, originates, and structures loan requests. * Submits complete documentation packages to the credit. Assists in the credit analysis and underwriting process as needed. * Recommends approval of customer applications for commercial loans. Required Skills: * Excellent interpersonal skills and written and verbal communication skills. * Ability to calculate figures and amounts such as discounts, interest and percentages. * Ability to work independently, manage multiple projects and meet deadlines. * Ability to prioritize and organize assignments while working on multiple projects simultaneously. * Intermediate PC skills, knowledge of Microsoft Office software, and referral tracking programs, such as Sales Force. Required Experience: * High School diploma or GED with a minimum of 3 years of related bank lending sales experience or a combination of sales/credit analysis experience. * Bachelor's degree in Business, Accounting or Finance with a minimum of 3 years of bank lending sales experience and a minimum of 1 year of credit analysis experience is preferred.
    $40k-50k yearly est. 56d ago

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