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US IN Fishers |
Banking Client Service Representative |
Charles Schwab | 7/28 | |
| Details: Charles Schwab's purpose is to help everyone become financially fit. Through advocacy and innovation, Schwab has worked to make investing more affordable, more accessible and more understandable for all. For more than three decades, The Charles Schwab Corporation has been an advocate for individual investors and the independent advisors who serve them. At Schwab, we respect the unique differences of our employees, our clients and the communities we serve � striving to create a consistent and rewarding employee experience. If you share our enthusiasm for helping others, building trusted relationships, possess high ethical standards, and have a desire to learn and grow, there's a place for you at Schwab! SUMMARY AND RESPONSIBILITIES: As a Client Service Representative (CSR) in our banking service team you will be responsible for delivering outstanding service to our clients in order to build and maintain client loyalty. Specifically, you will: Complete Schwab's service training and becoming knowledgeable of Schwab's banking products and services. Demonstrate energy, empathy, and problem solving skills while delivering unparalleled value and outstanding service to our clients via the phone (this is not a face-to-face position). Assist Schwab clients to navigate our banking products and services. Handle all client inquiries regarding our banking products, including questions regarding deposit accounts, online bill pay, money link, and debit cards. Work in a structured environment, adhering to stringent bank policies, procedures and guidelines. CSRs are not licensed brokerage representatives, but may choose to self-study for industry licenses if desired and with management support. CSRs work in highly collaborative teams of 10-15 professionals in an inclusive environment, and are paid a salary (rather than the pressure of commissions), receiving additional compensation for overtime hours. In addition, Schwab's bonus program rewards high performance and profitable company growth. We invest in our employees through several weeks of paid training every year and through an extensive benefits program. Schwab employees also have the opportunity to take part in community service projects and other company events. *Important note- In order to be considered for this role you must complete a client focus assessment. Following your submission, you will receive an email from �Schwab Careers� with a link for this assessment. You will not be considered as an active candidate for this position until you complete this assessment. Therefore, please ensure that your security settings for your email account are set low-enough to receive email responses from Charles Schwab and that you set aside the time required to complete this assessment.** QUALIFICATIONS: Required minimum qualifications are: Interest in a long-term career in financial services with potential to become licensed if desired and with management support. Excellent analytical skills with a superior level of attention to detail in order to adhere to stringent bank policies, procedures and guidelines. Basic to intermediate knowledge of bank products and industry regulations. Ability to work in a very structured environment; servicing 40 to 60 inbound client calls per day during specified hours as pre-determined by business need. Intermediate to Advanced technical skills with the ability to utilize at least 5 different applications at any one time, including Windows, internet researching, database systems, and email. Passion for service and finance with strong client-focus and the ability to provide a superior level of service. Excellent communication skills both verbal and writing, including the ability to listen and to explain complex subjects. The ability to multi-task, including speaking with customers over the phone, assessing their needs, researching information on the computer and providing clients with options at one time. Basic math skills including addition, subtraction, multiplication and division. Basic data entry skills in order to type key client information while on the phone. Ability to work a flexible shift, which may include early morning hours, late night hours, or weekend hours. Collaborative and relational work style with proven success in a team environment. Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics. Desire for growth opportunities and ongoing training. In addition, ideal candidates will also have the followed preferred qualifications: Two years or more college study in finance, economics, business administration, or related area; degree is preferred. One year or more work experience, preferably in financial services (especially phone banking), operations, client support or customer service is desired. Prior experience working in a dual monitor environment and the ability to utilize over 7 open programs at one time is a plus. | ||||
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US IN Hartford City |
RETAIL BANKING DIRECTOR |
7/16 | ||
| Details: Multi-Bank Holding Company located in Hartford City seeking:Retail Banking DirectorAssist bank management in the leadership and management of the retail banking division, specifically sales, human resources and bank operations to insure maximum profitability in all multi-bank branch offices. Provide direction to branch managers and all branch staffing. Qualified and Interested candidates may apply at: Equal Opportunity Employer M/V/F | ||||
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US IN Indianapolis |
Business Banking Group Team Lead II |
Fifth Third Bank | 7/12 | |
| Details: Employment Type: Â RegularFull/Part Time: Â Full-timeDivision: Â Division Business BankingJob Description: Â GENERAL FUNCTION: Under minimal supervision, supervises a team of 5 to 10 Business Banking Officers (BBOs) on deals with small to medium sized businesses. Establishes sales goals for team members, and ensures that team members meet and strive to exceed goals, and adhere to the Bank's policies and procedures. Is responsible for both individual and team's new business development. Mentors team members, especially on more complicated loan structures. Helps to develop less experienced BBOs. Manage an existing portfolio of bank customers to include reviewing and underwriting credit requests, ensure appropriateness and satisfaction level of existing services provided, and cross sell all bank services. Identify and solicit prospects for the bank's services. Handle larger and more complex business relationships. Provide financial counseling to customers and assist assigned Banking Center Managers with business development efforts, lending requests and cross selling.ESSENTIAL DUTIES & RESPONSIBILITIES:* Oversee a number of BBOs in an assigned region to ensure adherence to corporate policy, provide credit and underwriting review as well as credit approval, provide support and direction in the cross selling effort. Conduct joint calling efforts with assigned BBOs and assigned Banking Center Managers to foster new business and cross-selling opportunities. Oversee an Administrative Assistant.* Manage existing portfolio and assist a number of BBOs to manage existing portfolios as well. Responsibilities include:o Identify cross-sell opportunities for the Bank's serviceso Assist assigned BBOs to meet/exceed goals for deposits, fee income, loan growth and callso Monitor customer performance, ability and industry to determine level of risko Provide timely response to requests for extension of credit by approving loans within established lending limit or make recommendations on loans requiring higher approval authorityo Negotiate structure with customers appropriate for the risko Provide timely response to documenting and funding loanso Identify problem accounts and with the assistance of other departments, determine strategy * Conduct on-going business development efforts. Responsibilities include:o Identify businesses that are not customers of Fifth Third o Assist assigned BBOs and assigned Banking Center Managers to call on non-customers; negotiate transactions; cross sell the Bank's products and services; obtain approval for new loan requests* Ensure administration of existing portfolio adheres to the Bank's guidelines. Responsibilities include:o Monitor exception reports for assigned accounts and assigned BBOs. Identify problem areas and recommend corrective action.o Monitor past due reports and make recommendations for changes to risk ratings, strategy of loans on administrative status, non-accrual status or charge-off. Ensure that quarterly reports are completed for loans on Administrative Status and assist in the work out of problem loans as needed.* Participate in various community affairs and projects to promote the image of the Bank.SUPERVISORY RESPONSIBILITIES: Provide employees timely, candid and constructive performance feedback; develop employees to their fullest potential and provide challenging opportunities that enhance employee career growth; develop appropriate talent pool to ensure adequate bench strength and succession planning; recognize and reward employees for accomplishments. | ||||
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