Total 14 Finance / Banking / Insurance job vacancies in Honey Creek Commons

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity: 

The role of Senior Client Relationship Manager (CRM) is crucial for the success of the Retirement Advisory group. This person will be responsible for a portfolio of retirement plan clients and will work alongside Plan Advisors to develop relationship strategies and ensure fiduciary wellness. The Senior CRM is the day-to-day point of contact for Plan sponsors and service providers. They will work as part of a team, coordinating plan reviews and benchmarking, overseeing vendors, and leading participant education initiatives. They may also conduct investment reviews and offer fiduciary training for retirement plan committees. This is a consultative role that focuses on understanding and responding to the needs of the clients. The Senior CRM is responsible for ensuring client satisfaction by proactively providing solutions, anticipating concerns or issues, and seeking feedback.

Essential Duties and Responsibilities (include but are not limited to):

• Provide excellent client service that aligns with our company's values and reputation.

• Review and prepare quarterly investment reports.

• Update client records on Salesforce (CRM) and PlanTools (investment monitoring system).

• Organize fiduciary review meetings, collaborate with provider partners on action items and other deliverables, and create meeting minutes and client communications.

• Research client inquiries regarding Plan compliance and operations.

• Work with service partners to provide daily support to Plan administrators and participants.

• Oversee Plan conversion projects, benchmarking, and provider relationship management.

• Work with internal OneDigital partners on joint client initiatives.

• Lead participant education efforts and conduct one-on-one consultations.

• Support and facilitate year-end compliance processes and Plan audits as needed.

Qualifications, Skills and Requirements:

• To succeed in this role, you need to possess initiative and a positive "can-do" attitude. You must also demonstrate exceptional interpersonal and relationship management skills to ensure client satisfaction and successful team collaboration.

• Excellent communication ability across various settings, including writing, speaking, and presenting, is a must, along with the ability to adjust communication style effectively depending on the setting and audience.

• You need to be independent and self-directed, with superior attention to detail and follow-through. Demonstrating excellent organizational and time management skills and being able to manage priorities effectively is also essential.

• Moreover, it's important to be adaptable to a rapidly changing business and technology environment and to stay up to date on industry, regulatory, and business best practices.

• Finally, you must acknowledge OneDigital's Code of Ethics.

Education, Training and Experience:

• Experience in the financial services industry required, with five to ten years in retirement plan services.

• Strong understanding of the capital markets and retirement plan investment vehicles.

• FINRA 65 license required (or the ability to obtain within 3-6 months).

• Understanding of ERISA and other retirement plan-related regulations (e.g., DOL, IRS).

• Proficiency with Microsoft App Suite (Word, Excel, PowerPoint, Teams), SharePoint, Zoom, and SalesForce.

• Professional designations (such as C(k)P, CPFA, AIF) preferred, but not required.

The typical base pay range for this role nationwide is $130,000 - $150,000 per 
year.

Your base pay is dependent upon your skills, education, qualifications, 
professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on 
your individual performance and/or the company’s performance. We also offer 
eligible employees health, wellbeing, retirement, and other financial benefits, 
paid time off, overtime pay for non-exempt employees, and robust learning and 
development programs. You will receive reimbursement of job-related expenses 
per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

Thank you for your interest in joining the OneDigital team!

Mechanics Bank is currently searching for a Retail Production Senior Manager to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site within our California footprint.

Under general direction of the Head of Retail, responsible for the management of all Retail Banking sales activities, including management of Retail Production Managers and related responsibilities. Performs strategic sales planning and execution of strategic initiatives. Works closely with Retail Production Managers to ensure achievement of Retail Banking sales goals and objectives in their respective markets. Responsible for achieving all goals and financial targets set for Retail Banking. Creates and administers ongoing sales campaigns and develops a motivational sales environment for all employees of Retail Banking. Trains and coaches Retail employees on sales skills including planning, prospecting, calling, and closing. Hires top talent and high potential candidates, develops individual performers, identifies and promotes top performers. Provides senior management throughout the Retail branch footprint through the leadership of Retail Production Managers. Collaborates with internal and external sales partners to maximize engagement and revenue.  

What you will do:

• Manage all sales functions of Retail Banking.  Responsible for budget setting, goal distribution, communications, tracking, reporting, ranking, pipeline, recognition, rewards, and performance coaching. 

• Oversight of Retail Production Managers, providing branch coaching, development and oversight of the Retail Banking division through subordinate managers.   

• Responsible for approving manager actions related to performance management, terminations, hires, disciplinary actions and salary changes.

• Supports the management of external sales vendor relationships and collaborates with internal partner leads to maximize engagement and revenue.   

• Identifies training needs and oversees the development of appropriate production curriculum.  Ensures managers fulfill their staff responsibilities by coaching, recognizing, rewarding and motivating staff to retain high performers. 

Who you are:

• Minimum 5 Years of applicable experience required. High School or GED required, Bachelor’s Degree preferred. Additional experience may be considered in lieu of degree.

• Superior leadership skills to lead and motivate Retail employees to achieve established goals. Develops and executes both vision and strategy to meet those goals.

• Thorough knowledge of standard banking services and products and banking internal operating policies and procedures.

•  Ability to assess Retail Branches within the Region for actions to increase production and improve efficiency.

• Subject-matter expert with regards to banking industry practices for small business and consumer credit, business and consumer products, small business structures.

• Excellent interpersonal skills; successful experience managing and leading people. Considered a customer service role model. Must maintain effective relationships with peers.

• Excellent business development skills, particularly related to financial service products.

• Ability to communicate effectively with clients and staff from a variety of backgrounds.

• Ability to motivate employees to provide excellent customer service, demonstrate initiative, and achieve results.

• Excellent knowledge of current applicable federal and state banking regulations.

#LI-AS1

Pay Range:  $165,000-$200,000 salary

Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.

• Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
• Please view Equal Employment Opportunity Posters provided by OFCCP here.
• To learn more about Mechanics Bank’s California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit https://www.mechanicsbank.com/California-Consumer-Residents 

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 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 selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. 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 acquiring new households 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 processing teller transactions as well as working as a member of the platform staff.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
• Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
• Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
• 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.
• 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.
• 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.
• Provide guidance to CSRs with respect to the sales and referral process.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
• Act with confidence by answering customer questions and owning customer issues.
• Maintain a position of trust and responsibility by keeping all business confidential.
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
• Adhere to established policies and procedures while opening/servicing the full range of Retail products.
• Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
• Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• College degree or work experience providing transferrable skills, or, combination of education and experience.
• Experience in the financial industry preferred.
• Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
• Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
• Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
• Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
• This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.

WORKING CONDITIONS:

• Normal office environment.
• Extending viewing of computer screens.
• This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.
• Travel outside of the affiliate will be required for various classroom training sessions.

#LI-DH

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Mechanics Bank is currently searching for a Lending Market Leader to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Walnut Creek or Irvine, CA offices.

Under the leadership of the Director of Mortgage and Consumer Lending, develops strategic growth plans for the Mortgage and Lending Consumer Lending sales organization within an assigned geographic territory to meet Division production, growth and profitability goals. Directly manages Sr. Lending Advisors, coaches to performance objectives, defines go to market strategies, and assists in defining market and referral opportunities. Promotes strategic partnerships with Retail Branches, Wealth Management, etc. Professionally represents the bank in the community and refers clients for other banking services as appropriate. Keeps informed on trends and developments in the local real estate market as well as the changing rules and regulations pertaining to both private and government-insured mortgages. The Lending Market Leader is responsible for carrying out programs or functions within the scope of established goals and objectives. Judgment is exercised in interpreting practices and procedures and resolving most work problems. The employee has broader responsibility for planning, coordinating and organizing his/her own work. The employee will supervise and evaluate the work of the Sr. Lending Advisors. The work is reviewed on a results basis. Directly supervises employees while overseeing assigned functions. Carries out supervisory responsibilities in accordance with the Bank's policies and applicable laws. Responsibilities include recruiting, interviewing, hiring, and training employees; planning, assigning, and directing work; managing and appraising performance; addressing complaints, resolving problems, and ensuring regulatory compliance measures are adhered to by staff.

What you will be doing:

• Manager: Provides leadership to multiple teams that are similar in nature with an operational focus.

• Directs the mortgage banking activities within assigned geography to meet production objectives. Leads their sales and/or production team in development and execution of business plan, market strategies, and activity levels in all areas as noted below.

• Guides Sr. Lending Advisors efforts to develop external referral sources and develop new client relationships with the expectation of capturing increased wallet share for Mechanics Bank.

• Coaches and supports Sr. Lending Advisors in developing a network off external and internal referral sources.

• Supervisory responsibilities and business relations:

• Participates in joint business calls and Realtor office meetings/presentations. Assists with pre-call planning, and post-call review and debrief.

• Coaches team to effectively interview borrower(s) and obtain sufficient information concerning the borrowers’ qualifying income, assets and other critical criteria required to determine whether a loan may be an acceptable risk to the Bank.

• Reviews pipeline milestones to ensure timely file submission and resolution of requests for file documentation from Sr. Lending Advisors so customer expectations relative to loan closing are met or exceeded.

• Coaches sales team and/or staff to promote other Bank products and services to strengthen client relationships.

• Assists with the structuring of loans by his/her team to ensure that maximum profitability and productivity are achieved without impairing the quality of loans or the level of customer service.

• Evaluates borrowers’ needs, assesses borrowers’ eligibility and suitability for certain products and negotiates acceptable product solutions utilizing product specialists as needed.

• Inspects the preparation of mortgage applications, and works closely with production teams and other support personnel to assure a high level of quality in each mortgage application presented for approval.

• Supports recommendations for approval based on reliable information and thorough analysis, and provides support to Sr. Lending Advisors during file discussions with Underwriters and through the loan arbitration process.

• Develops and maintains positive working relationships with other business units in order to meet client needs by providing additional services. Brings in other business partners or refers to other units as appropriate.

• Performs all other job duties as assigned by supervisor.

• Expected Travel: 20-30 %

Who you are:

• 10 or more years of related mortgage lending and business development, and experience in managing and coaching lending and /or banking teams in meeting division objectives.

• 4 year bachelor's degree highly preferred, additional experience will be considered in lieu of degree.

• Lending Market Leader positions are expected to adhere to Bank policies and procedures designed to comply with the S.A.F.E. Act regulations. In addition, the Lending Market Leader must register under the S.A.F.E. Act and ensure their registration is kept current while acting as an originator of home secured loan (home equity loans and lines of credit).

• Proficient with: MS Word, MS Excel, MS PowerPoint, MS Outlook, Encompass Loan Originating System (LOS).

• Possess excellent human relations, communications and business writing skills.

• Ability to work effectively without direct supervision.

• Possess effective time management and organizational skills.

• Demonstrates teamwork in facilitating workflow.

• High level of cooperation with others and is responsive to the Bank’s needs.

• Exemplary motivation, enthusiasm, professionalism and team skills.

• Demonstrates with excellent customer service skills.

• Ability to cope with pressure resulting from meeting required deadlines, reporting requirements and training responsibilities.

• Exhibit high degree of professionalism and confidentiality in handling and having access to sensitive information.

#LI-AS1

Salary: $80,000-100,000 annually

Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.

• Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
• Please view Equal Employment Opportunity Posters provided by OFCCP here.
• To learn more about Mechanics Bank’s California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit https://www.mechanicsbank.com/California-Consumer-Residents 

Mechanics Bank is currently searching for a Lending Market Leader to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Walnut Creek or Irvine, CA offices.

Under the leadership of the Director of Mortgage and Consumer Lending, develops strategic growth plans for the Mortgage and Lending Consumer Lending sales organization within an assigned geographic territory to meet Division production, growth and profitability goals. Directly manages Sr. Lending Advisors, coaches to performance objectives, defines go to market strategies, and assists in defining market and referral opportunities. Promotes strategic partnerships with Retail Branches, Wealth Management, etc. Professionally represents the bank in the community and refers clients for other banking services as appropriate. Keeps informed on trends and developments in the local real estate market as well as the changing rules and regulations pertaining to both private and government-insured mortgages. The Lending Market Leader is responsible for carrying out programs or functions within the scope of established goals and objectives. Judgment is exercised in interpreting practices and procedures and resolving most work problems. The employee has broader responsibility for planning, coordinating and organizing his/her own work. The employee will supervise and evaluate the work of the Sr. Lending Advisors. The work is reviewed on a results basis. Directly supervises employees while overseeing assigned functions. Carries out supervisory responsibilities in accordance with the Bank's policies and applicable laws. Responsibilities include recruiting, interviewing, hiring, and training employees; planning, assigning, and directing work; managing and appraising performance; addressing complaints, resolving problems, and ensuring regulatory compliance measures are adhered to by staff.

What you will be doing:

• Manager: Provides leadership to multiple teams that are similar in nature with an operational focus.

• Directs the mortgage banking activities within assigned geography to meet production objectives. Leads their sales and/or production team in development and execution of business plan, market strategies, and activity levels in all areas as noted below.

• Guides Sr. Lending Advisors efforts to develop external referral sources and develop new client relationships with the expectation of capturing increased wallet share for Mechanics Bank.

• Coaches and supports Sr. Lending Advisors in developing a network off external and internal referral sources.

• Supervisory responsibilities and business relations:

• Participates in joint business calls and Realtor office meetings/presentations. Assists with pre-call planning, and post-call review and debrief.

• Coaches team to effectively interview borrower(s) and obtain sufficient information concerning the borrowers’ qualifying income, assets and other critical criteria required to determine whether a loan may be an acceptable risk to the Bank.

• Reviews pipeline milestones to ensure timely file submission and resolution of requests for file documentation from Sr. Lending Advisors so customer expectations relative to loan closing are met or exceeded.

• Coaches sales team and/or staff to promote other Bank products and services to strengthen client relationships.

• Assists with the structuring of loans by his/her team to ensure that maximum profitability and productivity are achieved without impairing the quality of loans or the level of customer service.

• Evaluates borrowers’ needs, assesses borrowers’ eligibility and suitability for certain products and negotiates acceptable product solutions utilizing product specialists as needed.

• Inspects the preparation of mortgage applications, and works closely with production teams and other support personnel to assure a high level of quality in each mortgage application presented for approval.

• Supports recommendations for approval based on reliable information and thorough analysis, and provides support to Sr. Lending Advisors during file discussions with Underwriters and through the loan arbitration process.

• Develops and maintains positive working relationships with other business units in order to meet client needs by providing additional services. Brings in other business partners or refers to other units as appropriate.

• Performs all other job duties as assigned by supervisor.

• Expected Travel: 20-30 %

Who you are:

• 10 or more years of related mortgage lending and business development, and experience in managing and coaching lending and /or banking teams in meeting division objectives.

• 4 year bachelor's degree highly preferred, additional experience will be considered in lieu of degree.

• Lending Market Leader positions are expected to adhere to Bank policies and procedures designed to comply with the S.A.F.E. Act regulations. In addition, the Lending Market Leader must register under the S.A.F.E. Act and ensure their registration is kept current while acting as an originator of home secured loan (home equity loans and lines of credit).

• Proficient with: MS Word, MS Excel, MS PowerPoint, MS Outlook, Encompass Loan Originating System (LOS).

• Possess excellent human relations, communications and business writing skills.

• Ability to work effectively without direct supervision.

• Possess effective time management and organizational skills.

• Demonstrates teamwork in facilitating workflow.

• High level of cooperation with others and is responsive to the Bank’s needs.

• Exemplary motivation, enthusiasm, professionalism and team skills.

• Demonstrates with excellent customer service skills.

• Ability to cope with pressure resulting from meeting required deadlines, reporting requirements and training responsibilities.

• Exhibit high degree of professionalism and confidentiality in handling and having access to sensitive information.

#LI-AS1

Salary: $80,000-100,000 annually

Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.

• Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
• Please view Equal Employment Opportunity Posters provided by OFCCP here.
• To learn more about Mechanics Bank’s California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit https://www.mechanicsbank.com/California-Consumer-Residents 

Address:

Part time work, minimum of 18.75 hours/week. Candidates should be flexible within branch banking hours.

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

• Identifies customer needs and initiates referrals to BMO colleagues.
• Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.
• Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
• Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
• Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.
• May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
• Completes standardized tasks under supervision.
• Performs initial problem solving within given rules/limits & escalates when required.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
• High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
• Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.
• Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits.
• Projects a professional presence.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• A focus on delivering a personal experience to customers.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Basic knowledge learned on the job.
• Verbal & written communication skills - Basic (in business environment).
• Organization skills - Basic (in business environment).
• Collaboration & team skills - Basic (in business environment).

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day banking needs. As a Client Service Representative, whether it’s answering questions, assisting with transactions, or proactively connecting clients with the right team members, you’ll be the first line of support as clients work towards their financial goals. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 

How you'll succeed

• Client engagement - Help clients manage their accounts and products. Focus on the client experience and make interactions meaningful. Connect clients to the right CIBC team members who can help them reach their goals.
• Problem solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to create a better solution together.
• Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who you are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
• You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.
• You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

• We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

*Subject to program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit

Expected End Date

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Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. 
 
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. 
 
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. 
 
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Required Qualifications:
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Is confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results, while acting in the best interest of the client.
• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:
• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

Skills:
• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

Shift:

Hours Per Week: 

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Employment Type

Weekly Hours

Skills

Address:

Job Family Group:

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

• Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
• Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and  provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.
• May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
• Completes complex & diverse tasks within given rules/limits.
• Analyzes issues and determines next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Compensation and Benefits:

Pay Type:

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.  We strive to help you make an impact from day one – for yourself and our customers.  We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
This job is responsible for managing a financial center (FC) in collaboration with senior team members, supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively. Key responsibilities include overseeing of functions such as the smooth and efficient functioning of the teller line, day-to-day policy and procedure adherence, and improvement of financial center performance. Job expectations include ensuring that directives are implemented and taking up leadership responsibility for the financial center when teammates are absent.

Responsibilities:

• Manages client traffic, engaging and appropriately routing clients, and fosters client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiatives prescribed by market leaders
• Drives operational excellence by engaging employees on business strategy
• Manages organizational priorities and effective execution

Required Qualifications:

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment.
• Can interpret performance results, find opportunities to drive success and hold others accountable to results.
• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:

• Experience in financial services and knowledge of financial services industry, products and solutions.
• Experience in mortgage, retail or hospitality.
• Experience working in an environment with individual and team goals where goals were routinely met or exceeded.
• Bilingual skills.

Skills:

• Coaching
• Customer Service Management
• Customer and Client Focus
• Performance Management
• Talent Development
• Business Operations Management
• Recruiting
• Result Orientation
• Risk Management
• Sales Performance Management
• Inclusive Leadership
• Leadership Development
• Prioritization
• Problem Solving
• Referral Management

Shift:

Hours Per Week: 

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:
The Financial Center Manager will participate in a comprehensive, customized on-boarding and education program.  This includes rotations in Operations, Sales & Service, Lending, Small Business, Preferred and Sales & Operations Management. The role will provide a robust learning approach for successful candidates to prepare for a Financial Center Manager role. After successful completion of the training program, the FCMA role will be placed in a Financial Center.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification
• Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience
• Gain knowledge, demonstrate and maintain a working knowledge of Fifth Third's products, services processes, and internal resources to stay informed, guide and lead the team
• Become skilled at the consultative sales process to proactively identify the financial needs of current or prospective customers and recommend the appropriate solutions to meet those needs
• Understand how to develop an integrated book of business strategy in which all customers, through all channels, have a Financial Needs Assessment (FNA) and are assigned to the best banker for proactive ongoing support
• Learn how to source, develop, coach and lead a team that reinforces our Core Values and business strategies
• Learn to cultivate a One Bank culture that proactively collaborates with business partners
• Participate in activities that benefit the communities we serve
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies and procedures, modeling the ethical behavior expected from every employee
• Additional duties as assigned
   

SUPERVISORY RESPONSIBILITIES:
Assist in providing employees timely, candid and constructive feedback; assist in the development of employees to their full potential and provides challenging opportunities that enhance employee career growth; recognize and reward employees for accomplishments.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• College degree or two (2) or more years of leadership experience in a sales environment
• Ability to professionally represent Fifth Third Bank in verbal and written communication
• Capable of analyzing credit and financial information
• Ability to successfully execute and coach sales activities
• Exhibits business acumen
• Demonstrated ability in making sound decisions
• This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration.
   

WORKING CONDITIONS:

• Normal office environment.
• Extended viewing of computer screens.
• Periodic travel within the Bancorp footprint to attend meetings and/or training.
• #LI-DS1

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown Insurance of Florida, Fort Lauderdale's office is growing and seeking an exceptional individual with proven discipline, and commitment to join our team as Client Account Manager for Condo Commercial Insurance Lines! 

The Account Manager will handle a client portfolio and work with producers, sales professionals and teammates to service new and existing clients, help maintain positive client relationships, work to expand those relationships, and provide high quality of service to assigned accounts with a focus on the profitability of the business to the agency. 

WHAT YOU'LL DO:

• Provides renewal direction, training and support to team members on assigned accounts for renewal marketing within Commercial Lines.

• Maintains working knowledge of current markets and strives to place business with lead carrier partners and those with the best policy forms.

• Monitors workflows, consistency with processes and procedures and provides training for Commercial Lines team members.

• Recommends and implements procedures to increase efficiency and effectiveness for the Commercial Lines department.

• Prepares and processes binders of insurance, policies, endorsements, certificates of insurance, audits and cancellations in accordance with office procedures.

• Reviews coverages placed for accuracy and risk exposure suitability.

• Validates internal and external rating of policies, confirms endorsements, audits, cancellation, and related documents.

• Reviews commercial applications, renewal requests and endorsements for adherence to underwriting authority and guidelines as established by the various companies.

• Transmits policies, endorsements, audits, cancellations, etc. in writing using the Quality Control guidelines as adopted by the Commercial Lines team.

• Oversees and/or processes all transactions on policies as assigned from effective date to expiration date.

• Maintains suspense system for all transactions for assigned accounts.

• Invoices items on assigned accounts in a timely basis.

• Prepares and processes premium finance agreements as needed.

• Advises accounting department of the appropriate posting of monies received on assigned accounts when necessary. Reviews and corrects invoicing discrepancies on a timely basis as needed.  Trains team members on invoicing guidelines and process.

• Reviews and maintain expiration records on assigned accounts.

• Prepares draft proposals for completion and reviews completed proposals prepared by the Marketing Assistant.

WHAT YOU'LL NEED:

• Florida 4-40 License is minimum requirement with ability to obtain Florida 2-20 P&C License promptly

• 2+ years’ experience as an account manager specializing in commercial insurance

• Strong technical knowledge of coverage in all commercial lines insurance policy forms, rating and exposure analysis

• Superior computer skills and full command of Microsoft Office products and electronic document management solutions (paperless office)

• AMS360 experience Highly Preferred

WHAT WE OFFER:

• Excellent growth and advancement opportunities

• Competitive pay based on experience

• Paid Time Off (PTO)

• Generous benefits package: health, dental, vision, 401(k), etc.

• Employee Stock Purchase Plan

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 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 selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. 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 acquiring new households 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 processing teller transactions as well as working as a member of the platform staff.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
• Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
• Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
• 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.
• 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.
• 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.
• Provide guidance to CSRs with respect to the sales and referral process.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
• Act with confidence by answering customer questions and owning customer issues.
• Maintain a position of trust and responsibility by keeping all business confidential.
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
• Adhere to established policies and procedures while opening/servicing the full range of Retail products.
• Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
• Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• College degree or work experience providing transferrable skills, or, combination of education and experience.
• Experience in the financial industry preferred.
• Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
• Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
• Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
• Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
• This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.

WORKING CONDITIONS:

• Normal office environment.
• Extending viewing of computer screens.
• This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.
• Travel outside of the affiliate will be required for various classroom training sessions.

#LI-DH2

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.