![Fifth Third](https://media.trabajo.org/img/noimg.jpg)
Private Banking Sr. Client Service Assoc
2 months ago
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. 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 System
MINIMUM 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.
Private Banking Sr. Client Service Assoc LOCATION -- Sarasota, Florida 34236Fifth 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.
-
Private Client Services Associate
1 week ago
Tampa, United States Amerantbank Full timePrivate Client Services AssociateThe Private Client Services Associate provides superior service levels to their assigned portfolio of high-net-worth customers to strengthen customer loyalty and increase retention.Responsibilities: Provide day-to-day personalized customer service under quality standards defined by the Bank for this client segmentEnsure...
-
Private Client Services Associate
1 week ago
Tampa, United States Amerantbank Full timePrivate Client Services Associate The Private Client Services Associate provides superior service levels to their assigned portfolio of high-net-worth customers to strengthen customer loyalty and increase retention. Responsibilities: Provide day-to-day personalized customer service under quality standards defined by the Bank for this client segment Ensure...
-
Private Client Services Associate
3 days ago
Tampa, United States Amerantbank Full timePrivate Client Services Associate The Private Client Services Associate provides superior service levels to their assigned portfolio of high-net-worth customers to strengthen customer loyalty and increase retention. Responsibilities: Provide day-to-day personalized customer service under quality standards defined by the Bank for this client segment Ensure...
-
Private Client Services Associate
1 week ago
Tampa, United States Amerant Bank Full timePrivate Client Services AssociateThe Private Client Services Associate provides superior service levels to their assigned portfolio of high-net-worth customers to strengthen customer loyalty and increase retention. Responsibilities: Provide day-to-day personalized customer service under quality standards defined by the Bank for this client segment Ensure...
-
Private Client Services Associate
3 days ago
Tampa, United States Amerant Bank Full timePrivate Client Services AssociateThe Private Client Services Associate provides superior service levels to their assigned portfolio of high-net-worth customers to strengthen customer loyalty and increase retention. Responsibilities: Provide day-to-day personalized customer service under quality standards defined by the Bank for this client segment Ensure...
-
Private Client Services Associate
1 week ago
Tampa, United States Amerant Bank Full timePrivate Client Services AssociateThe Private Client Services Associate provides superior service levels to their assigned portfolio of high-net-worth customers to strengthen customer loyalty and increase retention.Responsibilities: Provide day-to-day personalized customer service under quality standards defined by the Bank for this client segmentEnsure...
-
Private Client Services Associate
2 weeks ago
Tampa, United States Amerantbank Full timeJob DescriptionJob DescriptionPrivate Client Services AssociateThe Private Client Services Associate provides superior service levels to their assigned portfolio of high-net-worth customers to strengthen customer loyalty and increase retention.Responsibilities: Provide day-to-day personalized customer service under quality standards defined by the Bank for...
-
Private Wealth Banking Consultant
1 week ago
Tampa, Florida, United States Truist Financial Corporation Full timePosition Overview:The primary role of the Wealth Private Banking Consultant is to enhance and cultivate client relationships focusing on banking, credit, and insurance services tailored for Wealth segment clients.Key Responsibilities:- Serve as the main liaison for Wealth Management clients, ensuring their banking and financial needs are met with precision.-...
-
Client Relationship Manager
2 hours ago
Tampa, Florida, United States Amerantbank Full timeAbout the RoleThe Private Client Group Relationship Manager develops, manages, and retains a client book of business with a focus on the domestic professional segment. This role utilizes market knowledge to:Deliver Exceptional Client Service to strengthen customer loyalty and retention.Maintain a High-Touch Service and professional relationship, applying a...
-
Wealth Private Banking Advisor
3 weeks ago
Tampa, United States Truist Financial Corporation Full timeThe Wealth Private Advisors primary responsibility is to deepen client relationships around banking, credit, and insurance with Wealth segment clients. Located within a virtual, the Wealth Private Advisor will act as the point of contact for the Priv Banking, Wealth, Advisor, Private, Client Relations, Relationship
-
Private Client Services Associate
2 weeks ago
Tampa, United States Amerant Bank Full timePrivate Client Services Associate. The Private Client Services Associate provides superior service levels to their assigned portfolio of high-net-worth customers to strengthen customer loyalty and increase retention. Responsibilities: Provide day-to- Client Service, Associate, Private, Retail, Client
-
Senior Wealth Strategist
4 weeks ago
Tampa, United States The PNC Financial Services Group, Inc Full timePosition Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...
-
Client Service Associate
2 weeks ago
Tampa, United States Oppenheimer & Co. Full timeWho We Are:Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...
-
Private Client Group Relationship Manager
2 months ago
Tampa, United States Amerantbank Full timeThe Private Client Group Relationship Manager develops, manages and retains a client book of business with a focus in the domestic professional segment using market knowledge to:Ensure delivery of high standards of service to strengthen customer loyaltyMaintain a dedicated, high touch service and professional relationship applying a short and long term...
-
Private Client Group Relationship Manager
1 week ago
Tampa, United States Amerant Bank Full timeThe Private Client Group Relationship Manager develops, manages and retains a client book of business with a focus in the domestic professional segment using market knowledge to:Ensure delivery of high standards of service to strengthen customer loyaltyMaintain a dedicated, high touch service and professional relationship applying a short-and long-term...
-
Tampa, United States Amerantbank Full timeJob DescriptionJob DescriptionThe Private Client Group Relationship Manager develops, manages and retains a client book of business with a focus in the domestic professional segment using market knowledge to:Ensure delivery of high standards of service to strengthen customer loyaltyMaintain a dedicated, high touch service and professional relationship...
-
Client Service Associate
1 month ago
Tampa, United States Oppenheimer & Co. Full timeCareer Opportunities with Oppenheimer & Co. Inc. A great place to work. Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available. Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots...
-
Client Service Associate
1 month ago
Tampa, United States Oppenheimer & Co. Full timeWho We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...
-
Client Service Associate
1 month ago
Tampa, United States Oppenheimer & Co. Inc. Full timeJob DescriptionJob DescriptionWho We Are:Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading,...
-
Client Support Specialist
10 hours ago
Tampa, Florida, United States Bank Of Tampa Full timeAbout the RoleThe Registered Client Service Associate is a key member of the Bank of Tampa team, responsible for delivering exceptional client service and support. This role will provide efficient and courteous service associated with the operations and management of BT Wealth Advisors.Key ResponsibilitiesProvide timely and accurate responses to client...