FINRA (6/63 or 7/63) Customer Service Representative - REMOTE Nationwi…
Northwestern Mutual- Full Time
- Junior (1 to 2 years)
Candidates should possess a high school diploma or equivalent, and demonstrate strong communication and interpersonal skills. They must be proficient in using computer systems and have the ability to learn and apply financial products and services.
The Personal Banker Associate I will utilize the consultative sales process to identify and meet customer financial needs, process teller transactions, and maintain customer relationships. They will proactively engage customers through various activities, including lobby leadership, aisle time, and tele-consulting, while cross-selling products and services and referring customers to Business Partners as needed. Additionally, they will provide guidance to CSRs and contribute to the Financial Center’s P&L by meeting production goals and enhancing customer satisfaction.
Provides banking, loans, and wealth management services
Fifth Third Bank offers a variety of financial services, including personal and business banking, loans, mortgages, credit lines, and insurance products. Their services cater to individual consumers, small businesses, and commercial clients, providing comprehensive solutions for managing finances. The bank generates revenue through interest on loans, service fees, and commissions from insurance and investment products. Unlike many competitors, Fifth Third Bank emphasizes community engagement and financial education, providing resources to help clients improve their financial literacy. The goal of Fifth Third Bank is to support clients in achieving their financial objectives while fostering a strong connection with the communities they serve.