SALES PROFESSIONAL
Details: Business Unit: CMH Retail
Location: Freedom Homes
Address: 1124 Charlotte Hwy
Shift: All
As a New Home Sales Professional with Clayton Homes, you will create a world class home buying experience by assisting prospects to identify a floor plan, select options, obtain financing and coordinate the construction process.
To be successful in this role, New Home Sales Professionals must possess an ability to create an initial rapport, establish trusting relationships and provide a high degree of leadership that allows prospects to have the confidence to select Clayton Homes as their housing solution.
Our commitment to creating a World Class Customer Experience is unparalleled in the housing industry; we take pride in ensuring that all Clayton homeowners receive a high level of customer service from the time they visit one of our Home Centers all the way through to the time they take ownership of their new home.Job Responsibilities:
Benefits:
Compensation:
Location: Freedom Homes
Address: 1124 Charlotte Hwy
Shift: All
As a New Home Sales Professional with Clayton Homes, you will create a world class home buying experience by assisting prospects to identify a floor plan, select options, obtain financing and coordinate the construction process.
To be successful in this role, New Home Sales Professionals must possess an ability to create an initial rapport, establish trusting relationships and provide a high degree of leadership that allows prospects to have the confidence to select Clayton Homes as their housing solution.
Our commitment to creating a World Class Customer Experience is unparalleled in the housing industry; we take pride in ensuring that all Clayton homeowners receive a high level of customer service from the time they visit one of our Home Centers all the way through to the time they take ownership of their new home.Job Responsibilities:
- Clayton Ambassador– protect the Clayton Homes branding and assets by maintaining a high level of integrity throughout the sales process;
- Constant Learner– develop expertise in areas such as finance, product, sales acumen, sales presentation skills and your local market;
- Customer Follow-up– maintain customer files and provide timely follow-up with prospective buyers via the company’s CRM system;
- Merchandising– assist manager by helping select inventory, decorate models and maintain appearance of the homes;
- Personal Prospecting– develop, refine and execute a strategic sales and marketing plan to increase home center traffic;
- Product Demonstration– show prospects display homes, demonstrate features and benefits to create added value;
- Set Appointments– set home center visits utilizing prospect database and by converting ad calls and web leads;
- Sales– facilitate the buying process by building trust, meeting needs and converting prospects to satisfied homeowners;
- Team Contributor– be a positive team member and assist in the development of other Clayton Homes Team Members;
- Training– participates in all sales meetings, training opportunities and other company sponsored functions;
- World Class Customer Service– provide a great home buying experience by exceeding the customer expectations and honoring commitments.
Benefits:
- A Berkshire Hathaway Company- an integrity based organization offering unlimited career growth;
- Comprehensive Benefit Package- Medical, Dental, Life, Vision and 401k with aggressive employer match;
- Fitness Reimbursement and Wellness Program– we want our employees to maintain a healthy lifestyle;
- Model Home Centers are closed on Sundays– we believe in offering a balanced working environment;
- Performance Perks– we offer incredible rewards for our top performers – Cruises, Resort Trips, etc;
- Training and Professional Development– we offer online educational opportunities and training seminars.
Compensation:
- As a Sales Professional with Clayton Homes, you will receive a $24k base salary plus a lucrative commission plan
- We offer a paid training program and a progressive New Hire sales incentive to help you build your business
- Unlimited career and earning potential!
Retail Licensed PB (i) Acquisition
Details:
Division: Retail
FlsaStatus: Non-Exempt
EmploymentType: Regular
GENERAL FUNCTION: 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 banking products and services to existing and prospective customers while providing specialized customer care. Utilize and promote the Retail Sales and Service process, using the prescribed tools and interacting with the Customer/Financial Service Representatives for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: * Sales/Goals Function: o Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management. o Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs, making recommendations for those applications passed to the appropriate loan officer and maintaining relationship as appropriate. o Oversee the complete consumer loan process following approved guidelines. o Consistently meet or exceed brokerage sales/referral goals as set by management; and achieve goal in annualized revenue to retain (i) designation. 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, Business Banking Officers and Brokerage Representatives 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 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 experience from other providers 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. * Bank Operations: o Open and maintain full range of retail accounts and services. o Keep up to date on the security controls in place to protect the office against criminal and fraudulent activities and unnecessary risk and exposure. o May need to handle opening and/or closing procedures as a member of the platform staff. SUPERVISORY RESPONSIBILITIES: None.
Division: Retail
FlsaStatus: Non-Exempt
EmploymentType: Regular
GENERAL FUNCTION: 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 banking products and services to existing and prospective customers while providing specialized customer care. Utilize and promote the Retail Sales and Service process, using the prescribed tools and interacting with the Customer/Financial Service Representatives for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: * Sales/Goals Function: o Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management. o Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs, making recommendations for those applications passed to the appropriate loan officer and maintaining relationship as appropriate. o Oversee the complete consumer loan process following approved guidelines. o Consistently meet or exceed brokerage sales/referral goals as set by management; and achieve goal in annualized revenue to retain (i) designation. 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, Business Banking Officers and Brokerage Representatives 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 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 experience from other providers 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. * Bank Operations: o Open and maintain full range of retail accounts and services. o Keep up to date on the security controls in place to protect the office against criminal and fraudulent activities and unnecessary risk and exposure. o May need to handle opening and/or closing procedures as a member of the platform staff. SUPERVISORY RESPONSIBILITIES: None.
Retail Personal Banker - Acquisition
Details:
Division: Retail
FlsaStatus: Non-Exempt
EmploymentType: Regular
GENERAL FUNCTION: 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 range ofbanking products 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 the Customer/Financial ServiceRepresentatives for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: #Sales/Goals Function: oMaintain an awareness of the various market segments (Acquisition and Cross Sell) and develop an understanding of how Fifth Third solutions support each market. oConsistently 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 already establishedcustomer base). oOversee the complete consumer loan process following approved guidelines. oConsistently meet or exceed brokerage referral goals as set by management. oMaintain 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. oPromote 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. oInitiate 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. oMaintain the sales environment, and actively participate in regular sales and office staff meetings, the execution of sales contests, monthly Blitzes and other motivational activities. oActively participate in the telemarketing process within the financial center, utilizing the marketing resources and other various tools. oEstablish 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. oProvide guidance to the Customer/Financial Service Representatives in the referral/sales process. #Customer Service: oUtilize the FNA to build thorough customer information for optimal financial solutions for their needs. oProvide 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 experience from otherproviders in the market place. oPromote 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. oEstablish 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. oAssist 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. #Bank Operations: oOpen and maintain full range of retail accounts and services. oKeep up to date on the security controls in place to protect the office against criminal and fraudulent activities and unnecessary risk and exposure. oMay need to handle opening and/or closing procedures as a member of the platform staff. SUPERVISORY RESPONSIBILITIES: None.
Division: Retail
FlsaStatus: Non-Exempt
EmploymentType: Regular
GENERAL FUNCTION: 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 range ofbanking products 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 the Customer/Financial ServiceRepresentatives for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: #Sales/Goals Function: oMaintain an awareness of the various market segments (Acquisition and Cross Sell) and develop an understanding of how Fifth Third solutions support each market. oConsistently 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 already establishedcustomer base). oOversee the complete consumer loan process following approved guidelines. oConsistently meet or exceed brokerage referral goals as set by management. oMaintain 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. oPromote 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. oInitiate 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. oMaintain the sales environment, and actively participate in regular sales and office staff meetings, the execution of sales contests, monthly Blitzes and other motivational activities. oActively participate in the telemarketing process within the financial center, utilizing the marketing resources and other various tools. oEstablish 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. oProvide guidance to the Customer/Financial Service Representatives in the referral/sales process. #Customer Service: oUtilize the FNA to build thorough customer information for optimal financial solutions for their needs. oProvide 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 experience from otherproviders in the market place. oPromote 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. oEstablish 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. oAssist 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. #Bank Operations: oOpen and maintain full range of retail accounts and services. oKeep up to date on the security controls in place to protect the office against criminal and fraudulent activities and unnecessary risk and exposure. oMay need to handle opening and/or closing procedures as a member of the platform staff. SUPERVISORY RESPONSIBILITIES: None.
AVP-Analyst
Details: Moody"s Investors Service is among the world"s most respected, widely utilized sources for credit ratings, research and risk analysis. In addition to our core ratings business, Moody"s publishes market-leading credit opinions, deal research and commentary that reach more than 3,000 institutions and 22,000 subscribers around the globe. The Assistant Vice President - Analyst (AVP) will be part of Moody’s California Local Government Team, which is responsible for the credit analysis of general government and enterprise debt issued by approximately 1,000 California local governments. The AVP will become directly responsible for a significant portion of the team’s overall portfolio. This is a challenging, high profile role. The AVP will be responsible for providing insightful credit analysis of the individual local governments and specific, rated obligations in his or her portfolio. He or she will also be responsible for contributing to the maintenance of the team’s entire portfolio of ratings by participating in both broad-based and individually-focused surveillance reviews. The AVP will be responsible for responding to investor and press inquiries relating to credits in his/her portfolio; contributing to Moody’s overall public finance risk analysis; participating in and representing the team at conferences and meetings; and writing both in-depth research reports and quick-turnaround, news-driven commentary. This opportunity involves developing both in-depth knowledge of specific California local governments and a general understanding of public finance trends, both national and state specific. The position also requires the development of a thorough understanding of Moody’s rating methodologies and their unbiased application. The AVP is expected to provide thought-leading analysis, topical research and commentary with minimal oversight, and, over-time, to provide guidance to more junior analysts. The AVP will also be expected to effectively and professionally interact with government representatives, financial intermediaries, investors, and other market participants. More specifically, he or she will be responsible for the following:• In-depth, fundamental credit analysis on a regular basis of each issuer in a portfolio of Moody’s-rated California local government obligations• Publication of insightful, clear and focused research on high profile municipalities and all rating actions affecting credits within the assigned portfolio• Publication of insightful, clear and focused research on credit trends in the state, and short-news driven commentary on recent credit developments• Maintenance of expertise on and in-depth knowledge of the issuers in his or her portfolio• Development and presentation of rating recommendations and credit analyzes to rating committees• Active participation in regular outreach events such as investor briefings, teleconferences, and conferences• Attendance at and conduct of analytical meetings with issuers• Regular communication with investors and other market participants about Moody’s credit ratings, credit analysis and market viewsAdherence to all applicable regulatory, code of conduct and best practice requirements and standards Resumes submitted in Microsoft Word format are preferred. Thank you for taking the time to express your interest in employment opportunities with Moody"s Investors Service.
Senior Mortgage Banker (TN)
Details: loanDepot is Expanding in Tennessee! We are searching for NMLS Licensed Mortgage Bankers to Help US Grow! Want to get passionate about your work? Innovative, Fun, Entrepreneurial, Dynamic, Opportunity: If that is important to you read on! loanDepot is a responsible lender devoted to empowering our customers through knowledge and choice. Attracting and retaining talented people allows loanDepot to accomplish great things for our customers. loanDepot continues to be a leader and pioneer in our industry focused on delivering customers a better, faster, and more efficient process while delivering the best service in the industry. Come grow with us! Chat with one of our staffing managers to hear our story and learn about our culture. The Work: Our Mortgage Bankers receive a large number of “warm transfers” and internet leads from clients in 50 states. They build rapport, analyze financial situations and determine the appropriate loan product to meet our client’s goals. Our Mortgage Bankers will lock the loan at point of sale, request initial documents from the client, and submit a preliminary paperless loan package to the Sales Assistants. From here, our experienced processors will take the loan to the finish line, allowing our Mortgage Bankers to focus on new originations. The Person:Connects very quickly to clients; builds and leverages client relationships to get the job done.Exceptional written and verbal communication skills.Works best in a fast paced environment; able to multitask with excellent follow-up.Confidently persuades and motivates the client to keep the processing moving along to close the deal.Flexible and adaptable, learns and reacts quickly in a faster than average pace.Strong sense of urgency and initiative to get things done.Ambitious professional who is motivated by opportunity for advancement.The Perks:Competitive base wage plus commission.15+ high quality leads DAILY.Complete benefits package and 15 Paid Time-off days.Exciting Company paid trips to Cabo San Lucas, Hawaii, and Las Vegas.Company paid licensing, continuing education, and annual state/NMLS renewals.Heavy ratio of processing to sales; allows our Bankers to focus on selling, not processing!Requirements:Two years mortgage experience.Proven track record of success in Sales and/or Sales Management.Strong phone sales skills; we conduct business in 50 states.NMLS SAFE ACT compliant, holding 1 or more state licenses.College Preferred, but not mandatory with proven mortgage experience.If you’re an All-Star Mortgage Banking professional, we want to talk to you. We look forward to exploring this fantastic opportunity with you soon! *cb
Personal Investment Officer III
Details: ResponsibilitiesProvide financial advice and counseling to customers and prospects through the sale of mutual funds, government, municipal and corporate bonds, fixed and variable annuities, life insurance and manage money for Retail, Wealth Management and Commercial. Develop and maintain a profitable level of investment sales that meet the needs of properly qualified customers. Create profitable banking relationships through the sale of securities to qualified investment customers through highly effective relationship management, business development, presentation and sales skills. Actively develop new affluent customers through selling deeper into current book of business soliciting referrals and networking activities focused on Center Of Influence development. Create a strong working relationship with assigned retail banking centers other district network employees such as Business Development Officers, Mortgage Banking Officers and Partners Banking Officers in an effort to maximize referral opportunities and serve as a knowledgeable professional in the securities industry.
Financial Sales Advisor/Personal Banker - Nacogdoches & 410
Details: ResponsibilitiesMarket retail banking products and services to mass market customers, face to face or over the phone, in order to grow, retain and maximize profit for the bank. Offer banking solutions to customers after capturing the customer profile conversation on Customer Relationship Management system (CRM). Utilize Customer Relationship Management system for 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.
BRANCH ASSOCIATE/TELLER - RIO GRANDE CITY - 40 HOURS
Details: ResponsibilitiesDeliver an exceptional customer experience while uncovering sales referral opportunities. SurpassCustomer Experience score goals set by management. Perform a variety of duties involving paying out,balancing and receiving transactions within assigned delegated authorities. Responsible for handlingcash, deposit transaction and daily work balancing. Work together with the other branch associatesbehind the branch associate line. Participate in all the banking center sales and service activities.Support the branch team by achieving referral goals and participating in targeted sales campaigns.
Branch Associate/Teller - SW Military
Details: ResponsibilitiesDeliver an exceptional customer experience while uncovering sales referral opportunities. SurpassCustomer Experience score goals set by management. Perform a variety of duties involving paying out,balancing and receiving transactions within assigned delegated authorities. Responsible for handlingcash, deposit transaction and daily work balancing. Work together with the other branch associatesbehind the branch associate line. Participate in all the banking center sales and service activities.Support the branch team by achieving referral goals and participating in targeted sales campaigns.
Branch Associate/ Teller (PT) - Anderson Mill
Details: ResponsibilitiesDeliver an exceptional customer experience while uncovering sales referral opportunities. SurpassCustomer Experience score goals set by management. Perform a variety of duties involving paying out,balancing and receiving transactions within assigned delegated authorities. Responsible for handlingcash, deposit transaction and daily work balancing. Work together with the other branch associatesbehind the branch associate line. Participate in all the banking center sales and service activities.Support the branch team by achieving referral goals and participating in targeted sales campaigns.
Branch Associate/Teller
Details: ResponsibilitiesDeliver an exceptional customer experience while uncovering sales referral opportunities. SurpassCustomer Experience score goals set by management. Perform a variety of duties involving paying out,balancing and receiving transactions within assigned delegated authorities. Responsible for handlingcash, deposit transaction and daily work balancing. Work together with the other branch associatesbehind the branch associate line. Participate in all the banking center sales and service activities.Support the branch team by achieving referral goals and participating in targeted sales campaigns.
Branch Associate - Teller (30 hour)
Details: ResponsibilitiesDeliver an exceptional customer experience while uncovering sales referral opportunities. SurpassCustomer Experience score goals set by management. Perform a variety of duties involving paying out,balancing and receiving transactions within assigned delegated authorities. Responsible for handlingcash, deposit transaction and daily work balancing. Work together with the other branch associatesbehind the branch associate line. Participate in all the banking center sales and service activities.Support the branch team by achieving referral goals and participating in targeted sales campaigns.
ASSOCIATE PERSONAL INVESTMENT OFFICER - BAYTOWN
Details: ResponsibilitiesProvide financial advice and counseling to customers and prospects through the sale of mutual funds, government, municipal and corporate bonds, fixed and variable annuities, life insurance and manage money for Retail, Wealth Management and Commercial. Develop and maintain a profitable level of investment sales that meet the needs of properly qualified customers. Create profitable banking relationships through the sale of securities to qualified investment customers through highly effective relationship management, business development, presentation and sales skills. Actively develop new affluent customers through selling deeper into current book of business soliciting referrals and networking activities focused on Center Of Influence development. Create a strong working relationship with assigned retail banking centers other district network employees such as Business Development Officers, Mortgage Banking Officers and Partners Banking Officers in an effort to maximize referral opportunities and serve as a knowledgeable professional in the securities industry.
Mortgage Processor
Details: Division: Mortgage FlsaStatus: Non-Exempt EmploymentType: Regular GENERAL FUNCTION: 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 ensureworkflowdeadlines 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 fileandnotepad 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: ΓÇóManage pipeline of conventional, government, and/or portfolio loans. ΓÇóProcess all loans, including the most complex files. ΓÇóEvaluate loan documentation and clear conditions as per delegated authority. ΓÇóAchieve and maintain internal training and certification for underwriting decision and delegated authority. ΓÇóValidate automated underwriting decision per delegated authority. ΓÇóMaintain high level of customer service by being proactive in communicating with the borrowers and loan originators. ΓÇóEnsure accurate, complete, and timely loan data on processing system. ΓÇóActively participate in ongoing efforts to continually improve customer service for internal and external customers. ΓÇóResponsible for appropriate section of HMDA Worksheet. ΓÇóReview exception reports to ensure all tasks are completed. ΓÇóServe as an intermediary for loan issues with Loan Originators and other related departments. ΓÇóAssist in training new hires. ΓÇóTake active role as an escalation point within the team based on experience/knowledge. ΓÇóMaintain knowledge of Fifth Third Mortgage Company's policies and procedures. ΓÇóPerform any other duties as assigned. SUPERVISORY RESPONSIBILITIES: None
Business Banking Collection Rep
Details: Division: Credit/SAG FlsaStatus: Non-Exempt EmploymentType: Regular GENERAL FUNCTIONUnder minimal supervision, collects and documents delinquent Business Banking accounts in accordance with departmental and legal guidelines, ensuring attainment of company goals. Performs independent decision making in collecting and maintaining commercial relationships as assigned. Collects on multiple products, utilizing multiple systems. Works with Business Loan Centers or Special Assets Group to resolve delinquencies on assigned population. Position has direct impact to bank losses. DUTIES & RESPONSIBILITIES* Researches and reviews customers banking relationships with Fifth Third. * Contacts delinquent customers to obtain payment commitments using negotiation skill set, keeping in mind multiple relationships involved, and high dollar exposure. * Acts as relationship manager for collection issues related to the obligor. * Identifies, evaluates, and counsels obligor on ways to resolve delinquency. * Solicits and obtains urgency payments on delinquent accounts. * Resolves and/or escalates customer disputes. * Monitors delinquent loans to identify, at the earliest opportunity, situations where delinquency may be resolved through a rewrite of the credit facility and refer appropriately. * Utilizes cross sell of alternative loan products to reduce losses and promote continued business when applicable. * Records all collection efforts via the collection system, including information that can be used to assist Business Bankers or the Special Assets Group in resolving the delinquency. Identifies and documents reason for delinquency. * Conducts research and access credit bureau information, folders, bank statements, applications and third-party vendor services to assist in interpreting data, perfect customer contact and make strategic actionable decisions. Executes a plan to collect delinquent accounts. * Skip trace accounts when applicable. * Mentors other Collection Representatives. * Train new employees on collections within their unit/level of collections. * Suggests changes/improvements in workflow, procedures and processes. * Assist management in the handling of special projects. * Successfully completes assigned projects using business-related applications such as Mobius, Crystal Reporting and/or Excel. SUPERVISORY RESPONSIBILITIES: None
CSR - Part Time Teller - Sharonville
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular GENERAL FUNCTION: Provide excellent customer care to customers regarding daily transactions, addressing inquiries, and problem resolution, in accordance with Fifth Third Bank policies. Refer customers to the appropriate business partner for products and services uncovered during business interactions and/or conversations. ESSENTIAL DUTIES & RESPONSIBILITIES: Customer Service A. Promote good customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times. B. Have a developed rapport with the customer base, greet by/use name, have knowledge of account ownership, be responsive and timely with correspondence and problem resolution, and display a caring attitude. C. Act with confidence by answering or finding the answers to customer questions and finding solutions to customer issues. D. Maintain a position of trust and responsibility by keeping all customer business confidential. E. Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. Bank Operations/Transactions A. Perform daily office responsibilities, working with the Customer Services Manager, to maintain the efficient operation of the office. B. Maintain personally a balancing record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for more difficult errors. C. Maintain knowledge of the bank policies and financial center procedures, and take responsibility to keep up to date on any changes. D. Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Customer Services Manager, or other management as necessary. E. Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures. Referrals A. Consistently meet or exceed sales referrals as set by management. B. Continuously increase knowledge and skills through self-motivation, formal education, seminars and in-house training. C. 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. D. Initiate conversations to uncover customer needs and be capable of effectively referring customers to business partners for the selling and cross-selling bank products and services to customers, so that personal and Bank goals are consistently met and/or exceeded. SUPERVISORY RESPONSIBILITIES: N/A
Retail Personal Banker
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular GENERAL FUNCTION: 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 range of bankingproducts 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 the Customer/Financial ServiceRepresentatives 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 already establishedcustomer base). 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 experience from otherproviders 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.
Mortgage Sales Assistant
Details: Division: Mortgage FlsaStatus: Non-Exempt EmploymentType: Temporary GENERAL FUNCTION: Provides a wide range of duties related to the day-to-day sales functions of Mortgage Loan Originators. Acts as the main facilitator for communications between the MLO and sourcing agents, customers, vendors, and sales support. DUTIES & RESPONSIBILITIES: * Work with customers to set expectations including but not limited to rate inquires, appointments, loan status and other information deemed necessary. * Confirm appointments and review with customer all documents needed at time of application to ensure efficiency. * Assure all components to the file are ordered, copied and included in the loan package prior to processing. * Provide marketing support. * Serve as a liaison between Loan Consultant and Sales Support. * Builds relationships with Realtors, Builders, Appraisers and Title Companies. * Confirm and/or cross-sell additional banking products. * Assisting in other areas as needed. SUPERVISORY RESPONSIBILITIES: None
Retail Personal Banker Perry Township
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular GENERAL FUNCTION: 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 range of bankingproducts 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 the Customer/Financial ServiceRepresentatives 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 already establishedcustomer base). 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 experience from otherproviders 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.
