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Fifth Third Bank

Banking, loans, mortgages, and wealth management

Lead Customer Service Representative / Teller

Retail & Commercial BankingPosted on Nov 9
Full-timeCincinnati, OH, USANo salary listedIn-person

About the Job

Requirements

  • A high school diploma or GED is required.
  • At least three years of CSR experience is required to acquire the in-depth knowledge of retail policies and procedures needed to perform the essential duties with minimal supervision.
  • Ability to demonstrate advanced math functions.
  • Ability to interact comfortably and confidently with the public.
  • Ability to communicate in writing or verbally at a professional level common within a business setting.
  • Ability to take initiative and use sound judgment in decision-making and problem resolution.
  • Ability to establish oneself as a leader.
  • Ability to work in a team environment and interact positively with co-workers and management.
  • Flexibility in scheduling is required.

Responsibilities

  • Provide customer care for daily transactions, inquiries, and problem resolution in accordance with bank policies, using independent judgment for complex CSR duties.
  • Refer customers to appropriate business partners for products and services identified during interactions.
  • Identify, assess, manage, monitor, and report risks while following bank policies and procedures.
  • Promote customer relations by providing premier customer satisfaction with a friendly demeanor and willingness to help.
  • Build rapport with customers, greet them by name, understand account ownership, respond promptly to correspondence, resolve problems, and show a caring attitude.
  • Answer customer questions or find answers and solutions to customer issues.
  • Protect confidential customer information and follow the Bancorp Code of Business Conduct and Ethics and related policies.
  • Perform daily office responsibilities with the Personal Banker, Financial Services Representative, or Financial Center Manager to maintain efficient office operations.
  • Approve cash withdrawals and check signing, approve ACE transactions, process night deposits, and follow the Dual Key Process.
  • Maintain a personal balancing record in line with policy, identify and correct outages, and seek assistance for more difficult errors.
  • Maintain current knowledge of bank policies and financial center procedures, including changes.
  • Make sound decisions while following established guidelines and procedures.
  • Train and develop new or existing CSRs as needed, and help identify other CSRs capable of training new staff.
  • Monitor operations behind the CSR line, delegate work, and escalate issues to the Customer Services Manager as needed.
  • Act as an office resource for CSR activities by answering questions, resolving customer issues related to financial center procedures, and assisting management in keeping CSRs up to date.
  • Meet or exceed sales referral goals set by management.
  • Increase knowledge and skills through self-directed learning, formal education, seminars, and in-house training.
  • Maintain current working knowledge of the bank's products and services and request assistance for further development needs.
  • Initiate conversations to uncover customer needs and refer customers to business partners for selling and cross-selling bank products and services to meet personal and bank goals.

About the Company

Fifth Third Bank

Banking, loans, mortgages, and wealth management

Fifth Third Bank provides a broad range of financial services to individuals, small businesses, and commercial clients, including banking, loans, mortgages, life/health/disability insurance, and wealth management. Customers access these products through branches and online platforms like 53.com, with revenue coming from loan interest, banking fees, and commissions. It differentiates itself by offering an integrated suite of banking, lending, insurance, and advisory services under one roof, along with a focus on community engagement and financial education. Its goal is to help clients manage money and grow financially by delivering comprehensive solutions and steady, fee- and interest-based revenue.

Company size
10,001+
Company stage
IPO
Headquarters
Cincinnati, OH
Founded
1858

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