Fifth Third Bank Business Account Review Specialist in CINCINNATI, Ohio
Fifth Third Bank is one of the top-performing banks in the country, with a heritage that spans more than 150 years. We've staked our claim on looking at things differently to making banking a Fifth Third Better. This applies to our relationships with customers and employees alike.
We employ about 18,000 people, and what we offer is:
# A chance for employees to build their future, with supportive career development and financial wellness programs.
# An environment where we win together. We celebrate achievement and work collaboratively. We're also a three-time Gallup Great Workplace honoree.
# An invitation to impact lives in a positive and lasting way. Everything we do is geared toward improving lives. That's fun and exciting.
It comes down to the fact that Fifth Third is a warm and caring place to with which to grow # as a customer or as a team member.
In Retail at Fifth Third Bank, we continue to focus on delivering a world-class customer experience by keeping the customer at the center of everything we do. Our teams are fully committed to working as One Bank to provide our customers the financial support they need when they need it. Being a Fifth Third better means we are there for our customers and ready to earn their trust and confidence when providing solutions for their needs.
Performs internal and external sales support for Retail Bankers who open Business Accounts; Acts as a liaison between Sales and clients;,performs tasks to support portfolio administration and keeps management informed of special clientneeds,opportunities or problems. Implements new departmental processes and procedures; Key player in departmental process improvement.
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 ensuresthatactions 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.
.Prepare, generate and distribute recurring reports (CRM reporting call reports, pipeline reports, new/closed opportunity, credit administration reports, etc.)
.Serve as back up for phone/email coverage when team members are unavailable
.Implement new processes and procedures based on bank guidelines
.Provide CRM administrative support to ensure information is correct based on data quality metrics
.Provide assistance to Retail Bankers/RMs in credit excellence activities including submitting financial statements, removing collateral exceptions, etc.
.Follow up with the necessary internal (RM, Central Credit Utility(CCU)and external contacts or utilizing the proper systems to ensure client documentation/information is received and correct
.Assists in the coordination of the loan process(new loans, renewals, and maturities) to ensure operational excellence with internal partners ( Funding Desk, Business Loan Center (BLC), Officers, Middle Office & Central Credit Utility) and clients
.Assist Retail Bankers, RM/TMO and internal support partners in account opening process
.Manage new customer on boarding process, processes paperwork for new deposits, cards loans and loan renewals
.Ensure pertinent loan information is booked correctly in AFS
Reviews statements and payments to ensure accuracy
.Manage overdraft procedure, including obtaining refund approvals and reports
.Assist in new employee on-boarding administration
.Assist with special projects (i.e.: employee engagement activities, internal training set-up, sales meetings, community involvement, etc.)
.Ensure client satisfaction; route client service request through appropriate channel (call center support team) and drive timely resolution for client requests/issues
.Take ownership of escalated client issues to drive problem resolution with varying levels of complexity
.Proactive client contact and formal communication, as needed
.Open & close various account types (i.e. DDA accounts)
SUPERVISORY RESPONSIBILITIES: None
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Requires high school education or GED, Bachelor's degree preferred. 3+ years of banking experience required. Basic knowledge of products and services (loans, deposits, cardandtreasurymanagement).Ability to clearly communicate concepts verbally and in written form. Ability to work independently and to handle and prioritize multiple tasks. Organizational and time management skills are also required. Basic proficiencyinPCsoftware: Excel, Word,Outlook, etc.
.Normal office environment with little exposure to dust, noise, temperature and the like
.Extended viewing of CRT screen
Fifth Third Bank 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.