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| Latest CareerBuilder Jobs: Banking, US - 30 mile radius |
| Latest CareerBuilder Jobs |
Associate Manager I/Teller Supervisor/Aurora
5/21/2015 4:00:00 AM
Details: Deliver an exceptional customer service experience. Responsible for leading and supervising the processes of the Branch Associates and all the functions related to the vault within delegated levels of authority. Prepare, process, and balance incoming and outgoing shipments of currency. Perform all paying and receiving branch associate responsibilities. Ensure appropriate operational and security procedures are in place for the total cash handling functions of the branch. Participate in all the banking center sales, service and lobby management activities. Participate in all branch sales meetings held by the Branch Retail Executive.
Associate Manager - Teller Supervisor - Manteca
5/21/2015 4:00:00 AM
Details: Deliver an exceptional customer service experience. Responsible for leading and supervising the processes of the Branch Associates and all the functions related to the vault within delegated levels of authority. Prepare, process, and balance incoming and outgoing shipments of currency. Perform all paying and receiving branch associate responsibilities. Ensure appropriate operational and security procedures are in place for the total cash handling functions of the branch. Participate in all the banking center sales, service and lobby management activities. Participate in all branch sales meetings held by the Branch Retail Executive.
Financial Sales Advisor/Personal Banker/ San Juan Main
5/21/2015 4:00:00 AM
Details: Market retail banking products and services to consumer and small business customers, face to face or over the phone, in order to grow, retain and maximize profit for the bank. Offer customized banking solutions to customers utilizing the account recommendation tool (ART) to capture the customer conversation and needs. Utilize Customer Relationship Management (CRM) to manage customer contact and leads to maximize new and existing deposit relationships through cross-selling of all retail banking products. Deliver an exceptional customer service experience while responding to daily customer inquiries
Sales & Service Advisor II - Teller/Banker (Sierra Vista)
5/21/2015 4:00:00 AM
Details: The Sales and Service Advisor (SSA) is a hybrid Branch Associate/Financial Sales Advisor position that's primary responsibility includes selling bank products and services both inside and outside the branch, conducting teller transactions and managing the lobby. They will serve as a Branch Associate during high traffic hours to ensure an exceptional customer experience and will focus on sales during non-peak hours to maximize sales production.
Mortgage Banking Officer - San Antonio, TX
5/21/2015 4:00:00 AM
Details: The Opportunity: Are you a motivated individual with a desire to help clients achieve home ownership? The Mortgage Banking Officer (MBO) role serves as a mortgage sales specialist. Potential and existing customers and branch employees rely on the expertise of our MBO's when dealing with home purchases, refinances and home equity loan lines. We encourage our MBO's to be creative in their strategic approach to serving the community, helping clients and growing relationships while attaining production and customer service goals. At BBVA Compass, we also have a passion for further developing our MBO's in their career and place a value on providing additional training and support to help them maximize their potential. The Role : A successful candidate will possess the desire to serve their community by participating in civic and bank sponsored events. To become the best universal bank in the US, the MBO will need to possess a passion to grow relationships through established sources of business, such as Realtors, builders, contractors and internal business partners and help clients by providing superior service and expert advice for their mortgage banking needs. A successful MBO candidate has the ability to recognize other banking needs that their clients have and works closely with the branch teams to fulfill them. Finally, our MBO's are the mortgage sales leaders for both the communities and branches they serve and one who is active in the development of connections to expand the bank's portfolio of mortgage clients. For more information about the role, please watch this short video: https://www.youtube.com/watch?v=1wQvHrQlqv4
Associate Manager / Teller Supervisor - Downtown San Antonio
5/21/2015 4:00:00 AM
Details: Deliver an exceptional customer service experience. Responsible for leading and supervising the processes of the Branch Associates and all the functions related to the vault within delegated levels of authority. Prepare, process and balance incoming and outgoing shipments of currency. Perform all paying and receiving Branch Associate responsibilities. Ensure appropriate operational and security procedures are in place for the total cash handling functions of the branch. Participate in all the banking center sales, service and lobby management activities. Participate in all branch sales meetings held by the Branch Retail Executive. -
Associate Manager / Teller Supervisor - Bedford
5/21/2015 4:00:00 AM
Details: Deliver an exceptional customer service experience. Responsible for leading and supervising the processes of the Branch Associates and all the functions related to the vault within delegated levels of authority. Prepare, process and balance incoming and outgoing shipments of currency. Perform all paying and receiving Branch Associate responsibilities. Ensure appropriate operational and security procedures are in place for the total cash handling functions of the branch. Participate in all the banking center sales, service and lobby management activities. Participate in all branch sales meetings held by the Branch Retail Executive. -
Financial Sales Advisor -Personal Banker - Long Point
5/21/2015 4:00:00 AM
Details: Market retail banking products and services to consumer and small business customers, face to face or over the phone, in order to grow, retain and maximize profit for the bank. Offer customized banking solutions to customers utilizing the account recommendation tool (ART) to capture the customer conversation and needs. Utilize Customer Relationship Management (CRM) to manage customer contact and leads to maximize new and existing deposit relationships through cross-selling of all retail banking products. Deliver an exceptional customer service experience while responding to daily customer inquiries
Associate Manager I/Teller Supervisor/Fort Collins
5/21/2015 4:00:00 AM
Details: Deliver an exceptional customer service experience. Responsible for leading and supervising the processes of the Branch Associates and all the functions related to the vault within delegated levels of authority. Prepare, process, and balance incoming and outgoing shipments of currency. Perform all paying and receiving branch associate responsibilities. Ensure appropriate operational and security procedures are in place for the total cash handling functions of the branch. Participate in all the banking center sales, service and lobby management activities. Participate in all branch sales meetings held by the Branch Retail Executive.
Sales & Service Advisor - Teller/Banker - Burlingame
5/21/2015 4:00:00 AM
Details: The Sales and Service Advisor (SSA) is a hybrid Branch Associate/Financial Sales Advisor position that's primary responsibilities include selling bank products and services both inside and outside the branch, conducting teller transactions and managing the lobby. They will serve as a Branch Associate during high traffic hours to ensure an exceptional customer experience and will focus on sales during non-peak hours to maximize sales production.
Associate Manager I/TellerSupervisor/Thornton
5/21/2015 4:00:00 AM
Details: Deliver an exceptional customer service experience. Responsible for leading and supervising the processes of the Branch Associates and all the functions related to the vault within delegated levels of authority. Prepare, process, and balance incoming and outgoing shipments of currency. Perform all paying and receiving branch associate responsibilities. Ensure appropriate operational and security procedures are in place for the total cash handling functions of the branch. Participate in all the banking center sales, service and lobby management activities. Participate in all branch sales meetings held by the Branch Retail Executive.
Associate Manager I/Teller Supervisor/Commerce City
5/21/2015 4:00:00 AM
Details: Deliver an exceptional customer service experience. Responsible for leading and supervising the processes of the Branch Associates and all the functions related to the vault within delegated levels of authority. Prepare, process, and balance incoming and outgoing shipments of currency. Perform all paying and receiving branch associate responsibilities. Ensure appropriate operational and security procedures are in place for the total cash handling functions of the branch. Participate in all the banking center sales, service and lobby management activities. Participate in all branch sales meetings held by the Branch Retail Executive.
Financial Sales Advisor - Personal Banker (Campbell/Glenn)
5/21/2015 4:00:00 AM
Details: Market retail banking products and services to consumer and small business customers, face to face or over the phone, in order to grow, retain and maximize profit for the bank. Offer customized banking solutions to customers utilizing the account recommendation tool (ART) to capture the customer conversation and needs. Utilize Customer Relationship Management (CRM) to manage customer contact and leads to maximize new and existing deposit relationships through cross-selling of all retail banking products. Deliver an exceptional customer service experience while responding to daily customer inquiries
Retail Personal Banker II - NW Indiana Region
5/21/2015 4:00:00 AM
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular Selected candidates will attend a 6-10 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selectedcandidatestheopportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. ESSENTIAL DUTIES & RESPONSIBILITIES: . Sales/Goals Function: o Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. o Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. o Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. o Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. o Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. o Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. o Provide guidance to CSRs with respect to the sales and referral process. . Customer Service: o Promote customer satisfaction with a friendly, helpful demeanor and professionalism. o Act with confidence by answering customer questions and owning customer issues. o Maintain a position of trust and responsibility by keeping all business confidential. o Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. . Bank Operations: o Adhere to established policies and procedures while opening/servicing the full range of Retail products. o Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. o Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. o Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. SUPERVISORY RESPONSIBILITIES: None.
Retail Personal Banker - Lakeshore
5/21/2015 4:00:00 AM
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular Selected candidates will attend a 6-10 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selectedcandidatestheopportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. ESSENTIAL DUTIES & RESPONSIBILITIES: . Sales/Goals Function: o Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. o Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. o Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. o Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. o Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. o Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. o Provide guidance to CSRs with respect to the sales and referral process. . Customer Service: o Promote customer satisfaction with a friendly, helpful demeanor and professionalism. o Act with confidence by answering customer questions and owning customer issues. o Maintain a position of trust and responsibility by keeping all business confidential. o Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. . Bank Operations: o Adhere to established policies and procedures while opening/servicing the full range of Retail products. o Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. o Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. o Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. SUPERVISORY RESPONSIBILITIES: None.
Mortgage Closer I
5/21/2015 4:00:00 AM
Details: Division: Mortgage FlsaStatus: Non-Exempt EmploymentType: Regular Performs a wide range of duties related to the closing and funding of conventional, construction and simple government residential mortgage loans. Responsible for preparing closing documents, funding the loan, and closing and auditing the closed file. ESSENTIAL DUTIES & RESPONSIBILITIES: * Prepare and audit closing documents in a timely manner. * Ensure the data integrity on processing/closing system is accurate. * Communicate with escrow/title companies, loan originators, and other parties to ensure all conditions and regulatory requirements are met prior to funding. Obtain or request missing conditions. * Review signed closing documents to approve the funding of the loan. * Prepare for the disbursement of funds as per the terms of the transaction. * Perform various post closing tasks such as: Auditing closed files, creating delivery-servicing packages, follow-up to internal and external customers for needed documents and insurance, and ensuring all required documents are present in file prior to shipping to Central Files. * Actively participate in ongoing efforts to continually improve customer service for internal and external customers. * Responsible for appropriate section of HMDA Worksheet. * Review funding reports to ensure loans are funded within appropriate timeframes. * Review exception reports to ensure all tasks are completed. * Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. * Perform any other duties as assigned. SUPERVISORY RESPONSIBILITIES: None
Retail Personal Banker Associate
5/21/2015 4:00:00 AM
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular Selected candidates will attend a 6-10 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selectedcandidatestheopportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. ESSENTIAL DUTIES & RESPONSIBILITIES: . Sales/Goals Function: o Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. o Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. o Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. o Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. o Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. o Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. o Provide guidance to CSRs with respect to the sales and referral process. . Customer Service: o Promote customer satisfaction with a friendly, helpful demeanor and professionalism. o Act with confidence by answering customer questions and owning customer issues. o Maintain a position of trust and responsibility by keeping all business confidential. o Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. . Bank Operations: o Adhere to established policies and procedures while opening/servicing the full range of Retail products. o Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. o Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. o Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. SUPERVISORY RESPONSIBILITIES: None.
Retail Personal Banker II - Northland Drive
5/21/2015 4:00:00 AM
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular A sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of bankingproductsand services to meet existing and prospective customers' needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service process, using the prescribed toolsandinteracting with the staff for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: . Sales/Goals Function: o Consistently meet or exceed sales and cross sell goals for loans, deposits, and fee income, as set by management. o Meet or exceed monthly/quarterly KPI point goals as defined by sales force effectiveness (SFE) reporting. o Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management. o Maintain a working knowledge of and utilize the Consultative Sales Process with every customer interaction. o Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs and referring commercial loan opportunity to the Business Banking partner. o Uncover consumer loan opportunities through utilization of the Consultative Sales and Service process during customer interaction and oversee the loan process until completion. o Consistently meet or exceed brokerage referral goals as set by Bancorp. If licensed, must achieve goal in annualized revenue to retain (i) designation. o Maintain a well-developed working knowledge of the complete line of Retail products and services offered, taking responsibility to keep up to date and request assistance for further development needs. o Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the teller line and platform, phone prospecting, Membership Banking and attending various seminars and community eventsasneeded. o Actively participate in morning huddles, sales meetings and monthly staff meetings. o Actively participate in phone prospecting within the financial center, utilizing the appropriate tools provided. o Establish close relationships with assigned One Bank partners, such as Mortgage, Business Banking and Brokerage partners, to ensure that established goals for each business line are met. Provide guidance to the staff in the referral andsalesprocess. . Customer Service Function: o Provide a customer experience, as defined by Bancorp, that is consistent across all customer touch points with intentional focus on customer satisfaction, loyalty, and retention that provides a differentiated experience from otherfinancialinstitutions in the market place. o Respond to all customer inquiries and service requests, providing professional resolution of problems/issues in a timely manner; generally within 24 hours, referring complex issues to the Financial Center Manager. o Develop and maintain close relationships with the customer base of the financial center through knowledge of account ownership, active participation in lobby leadership, assisting the teller line, greeting customers by name, and adherencetocustomer service standards as outlined by Bancorp. . Operations Function: o Open and maintain full range of retail accounts and services. o Maintain a working knowledge of all security and risk controls in place to protect the Bank against criminal and fraudulent activities and unnecessary risk and exposure. o Responsible to keep up to date on all security protocols. o Ensure all account documentation is complete and proper signatures gathered and account documentation is properly secured and sent to imaging in a timely manner. o Perform opening and closing procedures as a member of the platform staff. SUPERVISORY RESPONSIBILITIES: None.
Mortgage Processor III
5/21/2015 4:00:00 AM
Details: Division: Mortgage FlsaStatus: Non-Exempt EmploymentType: Regular Performs a wide range of duties related to the processing and underwriting of residential mortgage loans. These duties are both file and vendor level in nature. Maintains contact with external and internal customers to ensure workflowdeadlines are met. Assumes primary responsibility for the loan file upon receipt. Proactive in communicating status on the loan to both the borrower and the Loan Originator, and managing to the closing date. Responsible for updating the file andnotepad as work progresses on the processing system. Takes on a senior role within the team and conducts peer training for new hires. Handles escalated problems and issues requiring a senior level knowledge of residential mortgage loan processing. ESSENTIAL DUTIES & RESPONSIBILITIES: Manage pipeline of conventional, government, and/or portfolio loans. Evaluate loan documentation, calculate income, review assets, and analyze liabilities and clear conditions per delegated authority. Process all loans types including conventional, FHA, VA, USDA, Bond and special products including the most complex loan files Validate automated underwriting decision per delegated authority. Maintain high level of customer service by being proactive in communicating with the borrowers and loan originators. Ensure accurate, complete, and timely loan data on processing system. Actively participate in ongoing efforts to continually improve customer service for internal and external customers. Responsible for appropriate section of HMDA Worksheet. Review exception reports to ensure all tasks are completed. Serve as an intermediary for loan issues with Loan Originators and other related departments. Assist in training new hires. Take active role as an escalation point within the team based on experience/knowledge. Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. Perform any other duties as assigned. SUPERVISORY RESPONSIBILITIES: None.
Retail Personal Banker II
5/21/2015 4:00:00 AM
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular Selected candidates will attend a 6-10 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selectedcandidatestheopportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. ESSENTIAL DUTIES & RESPONSIBILITIES: . Sales/Goals Function: o Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. o Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. o Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. o Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. o Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. o Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. o Provide guidance to CSRs with respect to the sales and referral process. . Customer Service: o Promote customer satisfaction with a friendly, helpful demeanor and professionalism. o Act with confidence by answering customer questions and owning customer issues. o Maintain a position of trust and responsibility by keeping all business confidential. o Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. . Bank Operations: o Adhere to established policies and procedures while opening/servicing the full range of Retail products. o Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. o Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. o Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. SUPERVISORY RESPONSIBILITIES: None.
Title Collatrl Ln Mitigatn Prospector
5/21/2015 4:00:00 AM
Details: Division: Consumer FlsaStatus: Non-Exempt EmploymentType: Regular Under direct supervision the Loss Mitigation Prospector solicits, communicates, educates, negotiates, and provides general assistance information to title collateral loan customers who are in need of workout alternatives,andassiststhem on how to launch the application process. The Prospector is the front-line contact to counsel and guide the internal/external customer in workout alternative options based upon customer circumstances. The workout alternative optionsneedtocomply, with all investor, company, federal and insurer guidelines. The Prospector works in unison with the Title Loan Collateral Processors and Counselors to minimize potential losses to the company, and investors in accordance withdepartmentalandlegal guidelines. DUTIES & RESPONSIBILITIES: * Responds to incoming phone inquiries; monitors Auto Loss Mitigation phone line. * Pursues communication with defaulted customers utilizing inbound and manual dialing to offer potential workout alternatives; Contacts delinquent customers to obtain payment commitments. * Makes collection/demand calls with an account load defined by applicable capacity model. * Analyzes customer's situation and collateral risk to present alternative solutions including, Repayment Plans, Modifications, Settlements, and Delinquency Deferments; Assists in identifying, negotiating and pursuing the appropriate lossmitigationoptionthat best maximizes customer satisfaction and investor return. * Reviews, negotiates and recommends action on requests for proposed repossession alternatives within the timeframes established by management. * Identifies, evaluates and resolves reasons for delinquency. * Explains all workout options within company / investor / insurer guidelines and knows the requirements of each one. * Quotes reinstatement amounts, payoffs, and sets up repayment plans within the system. * Pursues resolution on referrals of non-delinquent customers who request alternatives to allow ownership retention. * Ensures that all required documentation has been requested and received from the customer. * Record alls collection efforts via the collection system. * Recommends additional actions with Management assistance on delinquent accounts. * Escalates calls and/or problem accounts to supervisor, repossession, legal or collection agencies as appropriate. * Provides feedback to management for ideas on process improvement and suggestions for the specialty collections unit. * Complies with the Fifth Third Quality Assurance Desktop Procedure guidelines. * Provides administrative support as directed by management. * Performs other duties as business needs dictate as directed by management SUPERVISORY RESPONSIBILITIES: None.
Retail Personal Banker II - Cross-Sell
5/21/2015 4:00:00 AM
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full rangeofbankingproducts and services to existing and prospective customers while providing specialized customer care. Utilize and promote the Branded Sales and Service process, using the prescribed tools and interacting with theCustomer/FinancialServiceRepresentatives for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: * Sales/Goals Function: o Maintain an awareness of the various market segments (Acquisition and Cross Sell) and develop an understanding of how Fifth Third solutions support each market. o Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management utilizing sales skills appropriate for the Financial Center market segment. (i.e., cold calling versus calling campaigns to an alreadyestablishedcustomerbase). o Oversee the complete consumer loan process following approved guidelines. o Consistently meet or exceed brokerage referral goals as set by management. o Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. o Promote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company. o Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the line and platform, telemarketing, and attending various seminars and community events. o Maintain the sales environment, and actively participate in regular sales and office staff meetings, the execution of sales contests, monthly Blitzes and other motivational activities. o Actively participate in the telemarketing process within the financial center, utilizing the marketing resources and other various tools. o Establish close relationships with assigned business partners, such as Mortgage, Small Business Bankers, Business Banking Officers and Investment Executive to ensure that established goals for each business line is met. o Provide guidance to the Customer/Financial Service Representatives in the referral/sales process. * Customer Service: o Utilize the FNA to build thorough customer information for optimal financial solutions for their needs. o Provide a customer experience that is consistent across all customer touch points, is among the leaders in the financial services industry in terms of customer satisfaction, loyalty, and retention and provides a differentiated experiencefromotherproviders in the market place. o Promote excellent customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times, providing professional resolution of problems/issues. o Establish a relationship with the customer base of the financial center through knowledge of account ownership, greeting customers by name, and exhibiting an attitude of caring. o Assist in ensuring the financial center is neat and orderly and presentable for clients. Adhere to the Fifth Third clean desk policy and maintain a professional appearance. * SEE ACTUAL JOB DESCRIPTION FOR ALL DUTIES AND RESPONSIBILITIES. SUPERVISORY RESPONSIBILITIES: None.
Retail Personal Banker I
5/21/2015 4:00:00 AM
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiringnewhouseholds and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processingtellertransactions as well as working as a member of the platform staff. ESSENTIAL DUTIES & RESPONSIBILITIES: . Sales/Goals Function: o Consistently meet or exceed monthly/quarterly sales and cross sell goals for loans, deposits, and fee income, as set by management. o Meet or exceed monthly/quarterly KPI point goals as defined by sales force effectiveness reporting (SFE) o Maintain a well-developed working knowledge of the complete line of Retail products and services offered, taking responsibility to keep up to date and request assistance for further development needs. o Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify short and long term financial needs with an emphasis on deepening and retaining customer relationships. o Utilize approved tools to proactively reach out to customers and set appointments for periodic financial reviews. o Establish close working relationships with assigned One Bank Business Partners (mortgage, business banking and investment), referring customers when appropriate to provide timely and holistic financial solutions. o Participate in the consumer loan and bankcard process, owning sourced loans and credit applications from origination through closing. o Work with the Financial Center team to consistently meet/exceed customer experience and production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. o Provide guidance to the appropriate staff with respect to the sales and service process. o Meet daily with Financial Center Manager to ensure sales activities and plan align with sales objectives of the financial center including but not limited to lobby leadership, phone prospecting and working the teller line. o Actively participate in daily huddles, sales meetings and staff meetings. . Customer Service Function o Promote customer satisfaction with a friendly, helpful demeanor and professionalism. o Act with confidence by answering customer questions and owning customer issues. o Respond to all customer inquiries and service issues in a timely manner; generally within 24 hours. o Maintain a position of trust and responsibility by keeping all business confidential. o Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. . Operations Function: o Adhere to established policies and procedures while opening/servicing the full range of Retail products. o Facilitate opening and/or closing procedures as a member of the platform staff as necessary. o Work with the Financial Center Manager to maintain efficient branch operations. o Review all account documentation to ensure proper signatures and identifying information is accurate and complete. Ensure account documentation is sent to imaging in a timely manner. o Process teller transactions and maintain a personal balancing record that is in line with policy. SUPERVISORY RESPONSIBILITIES: None.
Retail Personal Banker Associate
5/21/2015 4:00:00 AM
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular Selected candidates will attend a 6-10 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selectedcandidatestheopportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. ESSENTIAL DUTIES & RESPONSIBILITIES: . Sales/Goals Function: o Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. o Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. o Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. o Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. o Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. o Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. o Provide guidance to CSRs with respect to the sales and referral process. . Customer Service: o Promote customer satisfaction with a friendly, helpful demeanor and professionalism. o Act with confidence by answering customer questions and owning customer issues. o Maintain a position of trust and responsibility by keeping all business confidential. o Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. . Bank Operations: o Adhere to established policies and procedures while opening/servicing the full range of Retail products. o Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. o Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. o Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. SUPERVISORY RESPONSIBILITIES: None.
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