- Facilitating client account opening procedures and ensuring account status.
- Providing proactive and accurate client service by addressing inquiries promptly.
- Communicating effectively with internal and external stakeholders to fulfill client requests.
- Adhering to compliance guidelines and maintaining open lines of communication.
- Collaborating with relevant parties to deliver comprehensive service solutions.
- Identifying emerging client needs and proposing innovative solutions.
- Resolving service issues promptly and escalating concerns as needed.
- Ensuring accuracy in administrative documentation and data management.
- Utilizing SalesForce for maintaining account information accurately.
- Conducting stewardship annual review processes efficiently.
- Performing other assigned duties effectively.
- Preferably an Associate degree or BS/BA.
- Minimum of 3 years of banking/client service experience.
- Strong interpersonal, organizational, and communication skills.
- Proficiency in Microsoft Office applications.
- Standard office environment with minimal distractions.
- Extended work with computer monitors.
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Franklin Street Partners Client Service Associate - Chapel Hill, United States - Fifth Third
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Description
Explore exciting opportunities in the banking industry at Fifth Third Bank.
As part of our team, you will be the primary point of contact for clients, handling administrative and support tasks as well as client-specific activities. Embrace a culture of transparency and accountability, prioritizing customer and colleague satisfaction while adhering to risk management protocols.
Key responsibilities include:
Requirements:
Join us at Fifth Third Bank to make a difference in the world of banking.
Working Conditions:
Location: Chapel Hill, North Carolina
Note: Fifth Third Bank values diversity and ensures equal employment opportunities for all candidates.