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US IN Fishers |
Banking Client Service Representative |
Charles Schwab | 7/30 | |
| 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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