Financial Services Representative
Details: Job Description – Contacting sites regarding past due balances on the accountAddressing open invoices with customersResearching payments receivedWalking customers through making payments via WYNPAYWalking customers through reporting and retrieving their statementsFilingCash Application/Posting PaymentsSupporting both the cash and collection teams~CB
Inside Sales Representative - Inbound Call Center
Details: Our people make Progressive a successful, forward-moving organization. We continuously revolutionize the insurance industry with our innovative services and use of technology. At Progressive, you will have extensive career path opportunities and the chance to work in a diverse, dynamic atmosphere. Come join a team of enthusiastic people who change the insurance industry one big idea at a time. Join a Fortune 500 company voted one of the “Top Places to Work” in Cleveland for the past 3 years, and redefine what it means to provide insurance.Inbound Sales Representative-Inbound Call CenterAs an Inside Sales Representative, you may work with a headset, but it’s your mindset that makes you most valuable. Use your ability to make real connections with potential customers by providing an exceptional buying experience. You’ll spend 90% of your time handling inbound calls regarding insurance rates and policies, offering our customers tailored solutions to meet their needs. In this role, you’ll work in an enthusiastic environment that gives you the chance to engage with people all day long.Bring your sales experience to an established company offering a stable paycheck, with no cold calling!Start Date: May 20, 2013Already have a P&C license? Get a $500 bonus if you’re hired!We provide paid training! Learn a new skill and start a new career by becoming a licensed insurance agent.Training Schedules:Classroom: 9:00 AM - 5:45 PM, Monday - Friday (approximately 4-6 weeks)Academy: 1:00 PM - 10:00 PM, Monday - Friday (approximately 8-10 weeksPick your own work schedule! You can select to work five 8-hour days or four 10-hour days, it’s up to you.(4x10 option) 11 AM - 10 PM; Monday, Friday, and Saturday, plus one additional day of your choosing OR(5x8 option) 1 PM - 10 PM; Monday, Friday, and Saturday, plus two additional days of your choosingPay Rate: $13.00 - $14.50/hr (non commissioned sales), plus shift differential for non-traditional hours Education, Experience and Skills Needed to be Successful:• 1 year of sales experience and an understanding of sales techniques (this experience could include direct sales, cross-selling and overcoming objections) • 2 years work experience in a complex customer service environment or two years post-secondary education• Proven job stability including 1 year with past employer • Basic computer skills in Windows-based programs and internet navigation• Excellent communication and customer service skills • High School diploma or equivalentProgressive Offers:• Gainshare bonus of up to 16% of salary (Gainshare is a bonus program given to all employees based on company profitability)• 401(k) plan• On-site clinical care and fitness center • Ongoing training and career advancement • Award winning, supportive environment with Employee Resource Groups• Comprehensive benefits (medical, dental, vision, etc.)• Casual dress and great corporate culture How to ApplyProgressive is a place where you are celebrated for the person you are, the ideas you bring and the energy you invest. Apply now and find out what it's like to be a part of this exceptional group of collegial individuals. Once you complete your application, you can monitor your status in the hiring process by logging into your profile. As part of our hiring process, candidates must meet company requirements on our online assessment test. A representative from our Talent Advisor Group will then be in touch by email. Candidates must also pass a comprehensive background check. Some positions require licensing, which will impact background check requirements. Equal Opportunity Employer. #vfj-11-11#
Claims Customer Service Adjuster, Sr
Details: Progressive is a forward-moving organization that continuously revolutionizes the insurance industry. Our employees have the chance to work in a diverse, dynamic atmosphere that thrives on innovation, technical expertise and creative solutions. Join a team of enthusiastic people who change the insurance industry one big idea at a time.Join a Fortune 500 company voted one of the Top Workplaces in Cleveland 3 years in a row and redefine what it means to provide insurance.Sr Claims Customer Service Adjuster As a Sr Claims Customer Service Adjuster, you’ll help customers through the difficult situation of resolving a claim. In this role, you’ll investigate coverage, liability and claims involving one or two vehicles, such as backing into a mailbox. Spending your time developing relationships with customers in a call center environment, over the phone, you’ll work to resolve claims as quickly and accurately as possible. Start Date:May 20, 2103We offer paid training! Gain new skills and start a whole new career!Training Schedule:Monday-Friday, 8:30am-5:15pmWork Schedule:Required days: Monday and Friday, one weekend day (Saturday or Sunday) and two additional weekdays. Scheduled hours are 12:00 p.m. to 9:00 p.m. during the week and 11:00 a.m. to 8:00 p.m. on the weekend day. Pay Rate:$18.04/hour Education, Experience and Skills Needed to be Successful:• High school diploma/GED. Some college preferred.• 3 years of experience in a customer service position that includes critical thinking, problem solving, effective communication and embracing challenges and/or post-secondary education• Strong customer service skills with the ability to quickly build rapport and successfully negotiate settlements• Ability to effectively resolve conflicts and deliver difficult messages• Excellent organization, time management and multi-tasking skills• Able to prioritize in a fast paced environment and maintain attention to detail • Ability to adapt and support change • Effective team player • Proficient in computer window-based programs with excellent navigation skillsThis role requires that you be licensed, which involves a personal background check. Please review the bullet points below and note that these factors could impact your ability to be licensed and hired or impact your continued employment in the role. These bullet points are not all-encompassing, but are typical examples of what could prevent licensing. • Currently on probation or have pending charges• Previously denied a license by any state for any license type• Misdemeanor/felony conviction(s) in the last seven years involving money or misrepresentation/fraud• Served significant jail/prison sentencesPlease note that we are not asking you to disclose anything to us at this time in addition to the information we requested as part of your employment application. We are simply providing you with information so that you are aware of the licensing requirement and the consequences of not becoming licensed. Progressive Offers:• Gainshare bonus of up to 16% of salary (Gainshare is a bonus program given to all employees based on company profitability)• 401K plan • On-site clinical care and fitness center • Comprehensive benefits (medical, dental, vision, etc) • Award winning, inclusive environment with Employee Resource Groups• Ongoing training and career advancement • Tuition assistance• Child care assistance How to Apply:Apply now and find out what it’s like to be a part of an environment where you are celebrated for the person you are, the ideas you bring and the energy you invest. Once you complete your application, you can monitor your status in the hiring process by logging into your profile. A representative from our Talent Advisor Group will be in touch if you are moving forward. For certain positions, candidates must meet company requirements on our online assessment test. As part of our hiring process, candidates must also pass a comprehensive background check. Equal Opportunity Employer.#vfj-11-11#
Accounting Clerk - ResortQuest, Fort Walton Beach, FL.
Details: Processes all accounts payables or receivables for the property in accordance with accepted accounting principles and Resort Quest established policies and procedures.Processes all payables or receivables for the property in accordance with Resort Quest standard operating procedures.Matches vendor invoices to purchase orders and verifies receipt.Works with all areas of the organization to ensure proper coding and handling of invoices.Verifies approval/authorization limits.Ensures proper documentation for direct payables or receivables.Works with vendors to resolve discrepancies and any other issues that may arise.Works with various computer systems such as Oracle and Mark View and batches invoicing for scanning into system.Gathers vendor information for 1099 processing.Responsible for writing and getting proper authorization for adjustments to accounts as needed.
Guest Services Intern
Details: JOB SUMMARY The Guest Services Intern is responsible for providing attentive, courteous and efficient service to all guests during check-in, throughout their stay, and at checkout, while maximizing room revenue and occupancy. QUALIFICATION STANDARDS Education & Experience: • College course work in related field helpful.• Experience in a hotel or a related field preferred.• High School diploma or equivalent required.• Computer experience required.• Customer Services experience preferred. Physical requirements:• Flexible and long hours sometimes required.• Light work - Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently or constantly to lift, carry, push, pull or otherwise move objects.• Ability to stand during entire shift. General Requirements • Maintain a warm and friendly demeanor at all times.• Must be able to effectively communicate both verbally and written, with all level of employees and guests in an attentive, friendly, courteous and service oriented manner.• Must be effective at listening to, understanding, and clarifying concerns raised by employees and guests.• Must be able to multitask and prioritize departmental functions to meet deadlines.• Approach all encounters with guests and employees in an attentive, friendly, courteous and service-oriented manner.• Attend all hotel required meetings and trainings.• Maintain regular attendance in compliance with Wyndham Hotel Group Standards, as required by scheduling, which will vary according to the needs of the hotel.• Maintain high standards of personal appearance and grooming, which includes wearing the proper uniform and nametag.• Comply with Wyndham Hotel Group Standards and regulations to encourage safe and efficient hotel operations.• Maximize efforts towards productivity, identify problem areas and assist in implementing solutions.• Must be effective in handling problems, including anticipating, preventing, identifying and solving problems as necessary.• Must be able to understand and apply complex information, data, etc. from various sources to meet appropriate objectives.• Must be able to cross-train in other hotel related areas.• Must be able to maintain confidentiality of information.• Must be able to show initiative, including anticipating guest or operational needs.• Perform other duties as requested by management. DUTIES & FUNCTIONS Fundamental Requirements • Greet and welcome all guests approaching the Front Desk in accordance with Wyndham standards.• Maintain proper operation of the PBX console and ensure that all hotel standards are met (if applicable).• Answer guest inquires about hotel services, facilities and hours of operation in a timely manner.• Ensure logging and delivery of packages, mail and messages to guests and meeting rooms.• Review Front Office log and Trace File daily.• Answer inquires from guests regarding restaurants, transportation, entertainment, etc.• Follow all cash handling and credit policies.• Be aware of all rates, packages and special promotions as listed in the Red Book. • Be familiar with all in-house groups. • Be aware of closed out and restricted dates.• Obtain all necessary information when taking room reservations and follow the rate-quoting scenario.• Be familiar with hospitality terminology.• Have knowledge of emergency procedures and assist as needed.• Handle check-ins and checkouts in a friendly, efficient and courteous manner.• Use proper two-way radio etiquette at all times when communicating with other employees.• Fully comprehend and be able to operate all relevant aspects of the Front Desk computer system.• Be able to perform and complete all tasks and duties on the shift checklist in a timely and efficient manner.• Be able to complete a bucket check, room rate verification report, and housekeeping report.• Balance and prepare individual paperwork for closing of shift according to hotel standards.• Maintain and market promotions and guest programs.• Maintain a clean work area.• Assist guests with safe deposit boxes.
Reservation Agent - Bahama Bay by Wyndham Vacation Rentals, Orlando, FL.
Details: Sell vacation packages to prospective guests by providing over-the-phone information and assistance in choosing vacation accommodations based on availability of rental units, amenities, financial considerations, and location of properties. Answer incoming calls promptly and provide guest with information on accommodations that would best suit their vacation needs. Convert telephone inquiries into reservations, maintaining acceptable performance statistics and acceptable level of errors.Enter all inquires into the appropriate customer database. Address guest and vendor issues or concerns independently or assist/refer to appropriate Lead Agent.Provide rental property owners with unit booking information.Provide front desk personnel at assigned properties check in schedules and any other pertinent information. During evening hours, and on weekends, assist guests with after hours check-in procedures and emergency phone calls.Assist callers with general questions or complaints they may have. Cross trained and able to cover Guest Service positions as necessary
Guest Service Agent - Bahama Bay by Wyndham Vacation Rentals, Orlando, FL.
Details: Check in/out guests, collect rent money, make guest and owner reservations, and process all guest charges. Answer telephone switchboard and process calls and messages. Process all guest complaints to the appropriate personnel in order to maintain highest levels of guest satisfaction.Process guest check-ins and check-outs, and collect rent money. Process credit cards as per ResortQuest procedures. Responsible for accurate daily collection of money and preparing daily reports.Answer property's incoming telephone switchboard and direct calls to appropriate person. Record guest telephone and other incidental charges as applicable.Use computer to make reservations or check unit availability for guest or owner inquiries.Prepare work orders for housekeeping and maintenance departments when problems are reported by a guest. Interface with Owner Relations and property management as necessary. As applicable, follow up to make sure that problems have been resolved.Perform clerical duties such as typing, filing, recording, mailing, and computer data input processing.Prepare arrival packets (to include site specific maps) for guests.Maintain a clean and presentable work station as well as a friendly and courteous personal manner at all times.Prepare daily rent receipt journal, deposit receipts, and other reports as required.Be knowledgeable and share information about the area with guests.Responsible for key control.Handles all room moves and assists with relocationsActs as a custodian of room safes (if applicable).Perform other duties as assigned.
Guest Services Associate - Pagosa Springs, CO
Details: Job Summary:Greet, register, establish necessary credit for and issue keys appropriately to guests.Answer telephones/PBX with proper telephone etiquette and direct calls accordingly.Receive guest requests and/or complaints and ensure that appropriate actions have been taken. Answer inquiries pertaining to the resort's amenities, services, policies, area attractions, dining, and directions.Communicate with other departments as needed via telephone and two-way radio.Completed check-out procedures, computes bills, collects payment and makes change for guests as required.Make, confirm and cancel reservations for guests or answer a variety of questions for guests pertaining to their reservations.Balance all cash receipts and work performed during shift and performs a bucket check on shift.Distributes guest and staff mail and messages as necessary.Post charges for faxes, copies or laundry or charges from the food, beverage or convenience store outlets.
Guest Service Agent -ResortQuest, Pensacola, FL.
Details: Check in/out guests, collect rent money, make guest and owner reservations, and process all guest charges. Answer telephone switchboard and process calls and messages. Process all guest complaints to the appropriate personnel in order to maintain highest levels of guest satisfaction.Process guest check-ins and check-outs, and collect rent money. Process credit cards as per ResortQuest procedures. Responsible for accurate daily collection of money and preparing daily reports.Answer property's incoming telephone switchboard and direct calls to appropriate person. Record guest telephone and other incidental charges as applicable.Use computer to make reservations or check unit availability for guest or owner inquiries.Prepare work orders for housekeeping and maintenance departments when problems are reported by a guest. Interface with Owner Relations and property management as necessary. As applicable, follow up to make sure that problems have been resolved.Perform clerical duties such as typing, filing, recording, mailing, and computer data input processing.Prepare arrival packets (to include site specific maps) for guests.Maintain a clean and presentable work station as well as a friendly and courteous personal manner at all times.Prepare daily rent receipt journal, deposit receipts, and other reports as required.Be knowledgeable and share information about the area with guests.Responsible for key control.Handles all room moves and assists with relocationsActs as a custodian of room safes (if applicable).Perform other duties as assigned.
Master Data Steward
Details: Master Data Steward - Excellent opportunity at a premier company in Melville. Job responsibilities include: enter and maintain Master Data to ensure the quality and accuracy of data entry. Responsible for data maintenance, data requests and changes as it relates to material and vendor procurement operations. Verify accuracy of data and documents identify missing or incorrect standards. Experience/knowledge of Supply Chain preferred. SAP experience preferred.Must possess excellent communication skills to work with other departments within the organization. Must have knowledge of Excel, Word and PowerPoint.Recent college graduates are encouraged to apply.Please submit resume for an immediate interview.
Customer Service Rep (CSR)
Details: Location: ARLINGTON HEIGHTS, ILJob Title:Customer SupportDuration: 3 YearsDaily Start Time:8:00 AMDaily End Time:5:00 PMJob Description:Monitor incoming tickets from business client ensuring content is valid and help our delivery organizations schedule resources as necessary Adhere to various SLA processes and procedures as defined for the contractsShould have project management and technical skills as it relates to LAN/WAN routers, switches, load balancers, firewall and MPLS connectivity for an 80 site, multiple data center network infrastructureSince the management of the data network changes becomes a difficult task to align customer, resources to get change requirements, blackout plans, window approvals and overall management of the changes – the candidates would consider each of these data network change requests to be a mini-project requiring some level of technical and PM skills/Provide a 24x7 Tier 1.5 Help Desk for the following: TDM PBX,Trader Turrets, Cisco IPT Clusters under direct Cisco maintenance, Call Center equipment, Call Recorder equipment. Responsibilities: Accept and manage reactive and pro-active incident reports received from Macquarie’s Tier 1 Desk and/or CPE third party Vendors. Manage orders through completion. Possible collaboration with LCM Project Management for projects and complex MACD activities. Act as escalation point for all above stated activities. Coordinate with Macquarie Tier 1 and LCM (SMT) team for any in-scope activity qualifying for Change Management.Skill Experience Need 1)Customer ServiceIntermediate Required 2)Telephone skillsIntermediate Required 3)PC skillsIntermediate Required 4)Communication skillsIntermediate Required 5)FlexibilityIntermediate Required 6)DependabilityIntermediate Required 7)Ability to multitaskIntermediate Required 8)Detail orientedIntermediate Required 9)Ability to work with a teamIntermediate Required 10)Telephony/call center backgroundIntermediate Required #CBRose#
CSR - Part Time Teller - Tipp Dixie Banking Center
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
CSR - Part Time Teller - Wapakoneta
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
Customer Service Manager
Details: Division: Retail FlsaStatus: Exempt EmploymentType: Regular GENERAL FUNCTION: Position responsible and accountable for the day-to-day operations, and risk management of the financial center. Role has direct management responsibilities for the operational and referral activities of the customer service representative (CSR) and financial service representative (FSR) staff. Responsible for managing a fund of cash and processing a variety of consumer, commercial and other transactions for customers and the general public. ESSENTIAL DUTIES & RESPONSIBILITIES: SEE ACTUAL JOB DESCRIPTION FOR ALL DUTIES & RESPONSIBILITIES 1.) Manager/HR Function A. Direct and delegate the activities of the CSR and FSR staff to ensure professional, timely and proficient customer service. B. Develop the CSR/FSR staff through training, and coaching for premier delivery of customer care. C. Promote good customer relations by consistently providing premier customer satisfaction; have a developed rapport with the customer base, and respond timely with correspondence to customers to resolve issues or problems. D. Participate in the selection and on-boarding of new employees, and be actively involved in the proper training and development of new employees; help to identify CSR/FSR's who are capable of training new staff members. E. Evaluate performance on a constant basis, providing counseling and guidance as needed; provide assistance to the staff in completing the promotion process. F. Annually prepare and give formal written performance appraisals to direct reports in an honest and impartial manner, recommending salary increases and promotions as appropriate. G. Accountable for self and team to participate in the financial center staff meetings, and hold separate staff meetings as needed, to keep team up-to-date. H. Perform as the resource for CSR/FSR staff, answering questions, finding solutions to customer issues and ensuring staff is up-to-date on financial center procedures and policies. I. Maintain a position of trust and responsibility by keeping all customer business confidential. J. Follow the Bancorp Code of Business Conduct and Ethics and other related policies, modeling the ethical behavior expected from every employee within the Bancorp. Set the example and maintain ethical behavior at all times. 2.) Operations A. Perform daily office/operational responsibilities, delegating to the staff as appropriate, and keep the Financial Center Manager updated on the operation of the office. B. Maintain a personal balancing record that is in line with policy; Monitor regularly the balancing performance of the CSR/FSR staff and have the ability to find and correct outages and to enlist help as needed for more difficult errors. C. Partner with the Retail Risk and Administration Manager team to keep current on all policy and procedures, appropriately documenting and communicating all changes to the staff to keep up to date. D. Handle with professionalism the complex consumer and business customer problems that the CSR/FSR staff is unable to resolve.
Financial Service Rep
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. Initiate the sales process through daily customer contact, assistingwith the maintenance of the sales environment of the banking center. ESSENTIAL DUTIES & RESPONSIBILITIES: * Customer Service: o Promote good customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times. o 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. o Act with confidence by answering or finding the answers to customer questions and finding solutions to customer issues. o Maintain a position of trust and responsibility by keeping all customer business confidential. o Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. * Bank Operations/Transactions: o Perform daily office responsibilities, working with the Customer Services Manager, to maintain the efficient operation of the office. o Maintain a personal 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. o Maintain knowledge of the bank policies and banking center procedures, and take responsibility to keep up to date on any changes. o Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to management. o Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures. * Referral/Sales: o Consistently meet or exceed sales and referral goals as set by financial center management. o Continuously increase knowledge and skills through self-motivation, formal education, seminars and in-house training. 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 Initiate sales and cross-sell a full range of banking services to present and potential customers, and refer business as appropriate to partners for the selling and cross-selling of more specialized bank products and services to customers, so thatpersonal and Bank goals are consistently met and/or exceeded. o Initiate and maintain customer contact through a variety of methods, including but not limited to telemarketing, establishing business contacts and attending community events. o Actively participate in sales contests. o Act as support to the sales team, providing sales assistance as needed. SUPERVISORY RESPONSIBILITIES: None.
Global Custody Conversion Specialist I
Details: Division: Investment Ops FlsaStatus: Non-Exempt EmploymentType: Regular GENERAL FUNCTION: Co-ordinate with relationship management, new business officers, client consultants and client service managers from all Affiliates the accurate and timely conversion of new and existing custody business for the Bancorp. Communicate directly with the client, their business partners and their previous service providers to assure smooth transition. Liaise between the Custody Administrator and BNY Mellon to ensure the client maintains favorable tax status in global markets. Adhere to internal department procedures and deadlines to ensure regulatory compliance and exemplary client service. Consistently deliver superior quality service to build the foundation of partnership between the client and the Bancorp that is built on mutual values, trust and goodwill. ESSENTIAL DUTIES & RESPONSIBILITIES: * Customer Service/Client Conversions: o Co-ordinate with New Business Officers, Relationship Managers, Client Consultants and Client Service Managers from all affiliates with establishing conversion timelines. o Educate clients, their business partners and interested parties on the conversion process. o Co-ordinate the conversion with internal departments (Securities Settlements, Global Custody Administrators, Directed Trading, Securities Lending, Foreign Exchange, Funding Accounting, ISG Plan Servicing and Information Technology). o Serve as both the customer and their business partnersÆ primary point of contact to ensure a seamless conversion. o Map and monitor all aspects of the transition by creating and customizing a step-by-step transition plan detailing all tasks and due-dates applicable to implementation from pre-conversion planning to post-conversion reconciliation. o Initiate conference calls and document correspondence (phone, fax, mail and e-mail). o Prepare a pre-conversion (welcome) package containing all pertinent information needed by the customer. o Obtain data from prior custodians, clients, investment managers, brokers, system vendors, DTC/Omgeo and consultants and update various systems accordingly. o For domestic accounts, set up accounts on AMTrust by utilizing AMAdministrator and ensure that customer information has been entered into CIP database. o For global accounts, set up an AMTrust if applicable. Complete BNY MellonÆs account opening documentation. Complete BNY MellonÆs country specific documentation for each global market that the customer requests participation. Interpret, complete and maintain necessary global tax documentation. o Coordinate necessary steps to initiate interfaces with system vendors. Ensure that interfaces are available to the client the day after conversion. o Ensure client has access to Fifth ThirdÆs internet products prior to conversion date. o Proactively identify potential problems and resolve. o Coordinate, enter and reconcile account to account transfers for any existing client over 100 items. o Facilitate account de-conversions and account closings. * SEE ACTUAL JOB DESCRIPTION FOR ALL DUTIES AND RESPONSIBILITIES. SUPERVISORY RESPONSIBILITIES: None.
Lead Customer Service Representative
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. Function in a capacity that performs the most complex duties of a CSR, exercising considerable independent judgment. ESSENTIAL DUTIES & RESPONSIBILITIES: * Customer Service: o Promote good customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times. o 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. o Act with confidence by answering or finding the answers to customer questions and finding solutions to customer issues. o Maintain a position of trust and responsibility by keeping all customer business confidential. o Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. * Bank Operations/Transactions: o Perform daily office responsibilities, working with the PB, FSR, or FCM, to maintain the efficient operation of the office. Where appropriate/necessary, daily responsibilities may include the following; * Individual Authorities: - Open and close duties. * Security Role: - Cash withdrawal and check signing approvals. - Approval of ace transactions. - Night deposits. - Statement of condition (SOC). - Dual Key Process. o 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. o Maintain knowledge of the bank policies and financial center procedures, and take responsibility to keep up to date on any changes. o Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Customer Services Manager, or other management as necessary. o Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures. o Perform in the role of training and development personnel for new CSRÆs and /or existing CSRÆs as needed; help to identify any other CSRÆs who are capable of training new staff members. o As Lead, monitor the operation behind the CSR line; delegate work and take issues to Customer Services Manager as needed. o As Lead, act as office resource personnel for CSR activity, answering questions and finding solutions to customer issues and financial center procedures; assist management in keeping CSRÆs up-to-date as requested. * Referrals: o Consistently meet or exceed sales referrals as set by management. o Continuously increase knowledge and skills through self-motivation, formal education, seminars and in-house training. 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 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: None.
Multi-Stage Collector
Details: Division: Consumer FlsaStatus: Non-Exempt EmploymentType: Regular GENERAL FUNCTIONUnder direct supervision, collects and documents Mid-Stage, Late Stage and High Risk delinquent accounts in accordance with departmental, investor, and legal guidelines, ensuring attainment of company goals. Collects on multiple products, utilizing multiple systems. Position has direct impact to prevent bank losses in excess of $70MM per year. DUTIES & RESPONSIBILITIES* Pursues communication with defaulted customers utilizing manual or automated dialing to obtain payment commitments designed to resolve delinquency.* Monitor delinquent loans to identify, at the earliest opportunity, situations where alternatives to repossessions, bankruptcies, etc, exist to reduce the loss to Fifth Third (loan modifications, re-ages etc).* Identify, evaluate, and resolve reasons for delinquency.z* Record all collection efforts via the collection system ensuring that all accounts are noted accurately.* Conduct research, ordering payment copies, credit bureau reports, statements, and credit applications as necessary, to support the collection efforts.* Utilize cross sell of alternative loan products to reduce losses and promote continued business when applicable.* Record all collection efforts via the collection system insuring that all accounts are noted accurately.* Execute department strategy plan to collect delinquent accounts.* Access statements, applications, and third-party vendor services to locate or perfect customer contact and make some strategic actionable decisions.* Stay in compliance with the Fifth Third Quality Assurance Desktop Procedure guidelines.* Escalate calls and/or problem accounts to supervisor, repossession, legal or collection agencies as appropriate.* Review daily reports to identify job performance month to date and task completion.* Insures completion of all projects and/or additional assignments assigned to them. * Perform other duties as business needs dictate as directed by managementSUPERVISORY RESPONSIBILITIES: None.
