Private Banking Sr. Client Service Assoc
Company: Fifth Third Bank
Location: Cleveland
Posted on: August 7, 2022
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Job Description:
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: Supports the Private Banker and interacts
directly with existing clients to meet their basic banking needs in
an inbound and outbound call center environment. Builds effective
relationships with Private Banking team to enhance the client
experience.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:-Works under the guidance of the Private Banker
and other specialists to ensure the Private Banking client
experience is delivered.-In conjunction with the Private Banker
ensures service standards and metrics are met based on client
banking needs.-Takes ownership for resolving client banking issues
and notifies Private Banker of status /resolution.-Assists Private
Bankers in the administration of their client relationships.-May
often act as a primary point of contact for the administrative
needs of our Private Banking clients.-Works to identify
opportunities to deepen client relationship with basic banking
products and services to assigned clients.-Participates in the
Life360 Process as requested.-Delivers high level of service while
maintaining bank integrity, and abiding by both corporate and
industry regulations.-Follows documented banking
procedures.-Effectively works with internal business partners
(e.g., call center, funding desk, consumer underwriting,
etc.).-This position requires S.A.F.E. Act registration at the time
of employment through the Nationwide Mortgage Licensing
SystemMINIMUM KNOWLEDGE & SKILLS REQUIRED:-Associate degree or
BS/BA is preferred.-Brings a minimum of 3 years of successful
banking/client service experience in retail, commercial, business,
private banking, and/or client services industry.-Experienced
operating in an environment that stresses both individual
accountability and team-based performance.-Exhibits a sense of
urgency in a results-driven environment.-Strong interpersonal,
organizational, written, and oral communication skills.-Adapts
quickly in dealing with an ever-changing banking environment.-Uses
effective problem solving skills to resolve client issues.-Computer
/ Technical: Ability to use all Microsoft Office software
including: Word, Excel and PowerPoint.-Knowledge of the Fifth Third
banking systems is preferred.#LI-JS1Private Banking Sr. Client
Service AssocLOCATION -- Cleveland, Ohio 44114Fifth 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.
Keywords: Fifth Third Bank, Cleveland , Private Banking Sr. Client Service Assoc, Other , Cleveland, Ohio
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