Bank specialist entry level jobs - 110 jobs

Job Description What is great about working for Foundation? Plenty! We have a fun, casual, yet hard-working culture that invests in our employees, promotes creativity, and delivers on our reputation. Would you like to work for a company that offers manicures and pedicures in the office? We do! How about massages, house cleaning, laundry service, monthly car washes, catered lunches Wednesdays and a monthly happy hour - we offer all this and more! At Foundation we believe in and promote a work-life balance with a top-notch workout facility, fitness classes and free personal training; and for those competitive types, a game room complete with table tennis, foosball, and video game systems. Also, some comforts of home, there is a full kitchen, free coffee and specialty flavors, soft drinks, and snacks. Position Summary We are seeking a detail-oriented and reliable Banking Specialist to provide exceptional customer service and support our payroll operations by managing financial transactions, handling ACH and wire transfers, reconciling accounts, and ensuring the secure and timely movement of funds between clients, employees, and financial institutions. Essential Functions and Responsibilities Respond to client inquiries received via phone, or email, addressing issues, answering questions, or providing assistance with banking transactions. Monitor bank accounts for receipt of client funds. Communicate with bank associates and clients to ensure timely receipt of outstanding funds. Bank account error or returned transaction notifications and reconciliations. Process client bank account change or update requests. End of Day banking processes. Collaborate with payroll, tax, and finance teams to ensure timely and accurate processing. Maintain expertise in software, business funding rules, and relevant industry factors. Adhere to all department and company standard operating procedures. Project a professional and positive image as a company representative by providing thorough assistance to associates, clients, and third parties. Perform other duties as assigned. Required Skills and Experience Proven ability to provide top-level support to customers and associates. Basic math skills: accounting skills are a plus. Familiarity with banking industry processes, procedures, and financial transactions including ACH and Wire Transfer. Ability to work in a fast pace and deadline driven industry. Superior organizational skills, comfortable multitasking and working both independently and effectively as a team member. High degree of accuracy and attention to detail. Excellent communication and critical thinking skills. Working knowledge of Microsoft Office and Windows-based applications. FOUNDATION , MasterTax, and Salesforce or other CRM software knowledge is a plus. Prior customer service, call center, or related banking industry experience preferred. Other employee rewards include tickets to Cleveland sporting events, a variety of lunch and learns, and various employee-appreciation events throughout the year. Benefits include paid vacation, paid holidays, 401(k) with match, and tuition reimbursement, plus medical, eye and dental. Now offering discounts on pet, home, and auto insurance through Liberty Mutual! Foundation is constantly recognized as one of Northeast Ohio's top workplaces. We are a 20-time winner of the NorthCoast 99 award, a multi-year winner of The Plain Dealer's Top Workplaces award, and have been recognized multiple years on the Inc. 5000 list of fastest-growing private companies in the U.S. Let us start your future at Foundation! Foundation Software is an Equal Opportunity Employer.

In this position, you will be responsible for providing full-service banking to high-net-worth individuals. CUSTOMER SERVICE SKILLS: Willingness to provide a level of service which will clearly differentiate us from our competitors. INTERPERSONAL SKILLS: Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers. Strong relationship management and business development skills. Excellent team player. ESSENTIAL DUTIES AND RESPONSIBILITIES: Meet the credit and depository needs of high-net-worth customers. Call on current customers and prospects to develop new business by promoting bank services and products. Cross-sell all other retail products as well as personal trust, investment management, investment products, financial and estate planning services. Represent the bank in civic, community, and industry function to network and develop additional business. Keep informed of current economic and market conditions and legislation that may affect customer relationships and department banking activities. Assist less experienced staff with complex accounts and relationships (mentoring). OTHER REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Working knowledge of commercial lending, consumer lending and retail services as it relates to loan policies, documentation, underwriting, and regulatory guidelines. Working knowledge of account opening policies and procedures. Understanding of regulatory guidelines. Working knowledge of the loan application and loan approval process. Working knowledge of credit analysis and lending functions. Knowledge of financial ratios and business principles. Knowledge of financial planning. Familiarity with fiduciary principles and prudent investing concepts. Basic knowledge of income, estate and gift tax principles. Candidate with ties to the area or knowledge of the local market (preferred). Proficiency in Microsoft Office products including Word, Excel and Outlook.

We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we've been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business. About the role: While encompassing the traditional transactional responsibilities, this position is also expected to be a sales leader and mentor to other client service staff and to lead initiatives assigned by Management. As the front-line staff, those in this position are often the first point of contact for existing and potential customers, requiring strong interpersonal skills and a dedication to customer service. What you'll do: Develop business and generate meaningful growth through inside and outside sales. Act as a liaison between lines of business to effectively cross-sell and deliver exemplary products and relationship servicing to new and existing clients. Provide excellent customer service throughout the client relationship, coordinating with other departments to find satisfactory resolutions where needed. Serve as a knowledgeable resource to both staff and customers, possessing a deep understanding of banking fundamentals as well as CFBank services, products, and compliance requirements. Conduct a wide range of daily customer transactions as needed including check cashing, deposits, withdrawals, IRA transactions, HSA transactions, loan payments, opening, and closing deposit accounts, ATM balancing, customer access to safe deposit boxes, and other transactions on deposit accounts, while operating within procedural guidelines and compliance requirements. Help to ensure branch compliance, assisting with internal and external audits as needed. Comply with internal security policies and procedures and maintain customer confidentiality at all times. Adhere to all regulations, policies, and record-keeping requirements. Desired Qualifications: High school diploma or general educational degree (GED) with some banking/finance experience or education preferred. Strong prior experience in product knowledge and cross-selling performance expected with position Willing to register and maintain a registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements Expected to acquire and maintain proficiency in the bank's policies and procedures, and adhere to all laws, rules, and regulations that are applicable to conduct, and the work being performed. Proficient computer skills are required and the ability to learn various Banking Software programs. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing Must have excellent organizational skills and the ability to multi-task and to be flexible. What We Offer: Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility. Professional development opportunities including educational/training opportunities “Accelerated” 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3 year vesting Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!) Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources One of the most collaborative environments you'll find, with a team of hard-working mutually invested professionals who are excited about shared success

Job DescriptionBenefits: 401(k) matching Bonus based on performance Company parties Competitive salary Dental insurance Free food & snacks Health insurance Opportunity for advancement Paid time off Parental leave Training & development Vision insurance Position Overview I am a local State Farm Insurance Agent looking to hire an outgoing and customer-focused individual who enjoys working with the public. Do you aspire to some day run your own business, be an advisor looked to in your community, and lead a team? As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience. This development and mentoring can lead you in the right direction to better prepare you for a potential career as a State Farm agent. As part of this opportunity, you will learn from an experienced agent, see what it's like to run a business and help grow an agency. Responsibilities Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Use a customer-focused, needs-based review process to educate customers about insurance and financial options. Adaption of skills necessary to operate a business. As an Agent Team Member, you will receive... Health, Dental, and Vision Insurance Salary plus commission/bonus Life/Disability Insurance Benefits 401K with matching funds Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement within my agency Learning to market property/casualty, life, health and banking and financial products Setting sales and growth goals Working closely with the agent to gain an understanding of the agents role and office logistics Learning how to network effectively Qualifications Excellent communication skills - written, verbal, and listening Highly organized and detail-oriented Ability to build client rapport and establish relations Experience in sale preferred but not required Proactive in problem-solving Able to work in and manage a team environment Experience in Windows computer applications Able to coordinate and collaborate with others to achieve agency goals. Able to succeed in a fast-paced environment Able to obtain Property and Casualty License Able to obtain Life and Health License Able to obtain FINRA Series 7 and 63 Licenses Our Agency Adam Deel is a State Farm agent in Columbus, Ohio. We are a top ranked agency in the state of Ohio. Our work environment is fast-paced, team centric, and goal oriented. We focus on providing excellent training on the insurance industry while providing existing employees an opportunity to advance within the agency and State Farm. If you are ready to start your career in the insurance industry, our office would be a great home for you! Follow the next steps below to apply. Next Steps If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies agent selection process.

Job Vacancy: Financial Sales Representative Company Name: Team Unstoppable Job Type: Full-time Salary Range: Commission-based Terms: No prior experience is required, training will be provided. Specific Terms: Excellent communication and interpersonal skills Ability to learn and follow scripts and sales procedures Must be a resident of the Cincinnati, Ohio area. Knowledgeable in insurance products, financial planning, and investment strategies Comfortable with making outbound sales calls and conducting virtual appointments Willingness to continuously learn and adapt to changes in the industry Must Obtain a Life Insurance License, training provided Team Unstoppable, a leading financial services company, is seeking an Insurance Agent/Financial Adviser to join our team in West Chester, Ohio. As an Insurance Agent/Financial Adviser, you will be responsible for providing financial guidance and insurance solutions to help clients achieve their financial goals. In this role, you will work with a diverse client base and build lasting relationships. You will also have access to a wide range of resources and support to help you succeed, including ongoing training and development programs. To be successful in this position, you should have excellent communication and interpersonal skills, and the ability to learn and follow scripts and sales procedures. Additionally, you should be knowledgeable in insurance products, financial planning, and investment strategies, and comfortable with making outbound sales calls and conducting in-person appointments. If you are a life insurance sales professional, a veteran, have experience in sales, marketing, or finance, or just love working with people, apply today. If you want a unique and rewarding opportunity to work remotely with a winning team, apply now with Team Unstoppable. We look forward to hearing from you!

The Accounts Receivable Associate is a fulltime opportunity within the Enterprise Financial Services (EFS) team of Group Finance. The position is responsible collection and billing activities for Accounts Receivable (AR) on behalf of Paint Stores Group (PSG), Performance Coatings Group (PCG), and Consumer Brands Group (CBG). The successful candidate will have direct contact with our customers; build relationships with the sales organization; and collaborate with finance colleagues of The Sherwin-Williams Company. Because this role involves access to confidential financial information, the Company has determined that a review of criminal history is necessary to protect the business and its operations and reputation and to provide similar protections for its clients and potential investments.

Job DescriptionBenefits: Simple IRA Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ashley Himes - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with state regulations. QUALIFICATIONS: Prior experience in financial services preferred. Analytical and communication skills. Able to make presentations to customers. Life/Health insurance license (must be able to obtain, current licensees preferred). FINRA Series 65 or 7 (must be able to obtain, current licensees preferred).

Identifying Information: * Department: Branch Operations * Reports To: Michele Kreitzer, Branch Admin Manager * Location: Operations Center (Lebanon, OH) Incumbent will travel to various branch locations throughout Warren/Montgomery counties where LCNB has branches * Status: Full-Time Hourly Non-Exempt * Bank Operation Hours: Monday - Friday 8:15am-5:15pm, Saturday 8:15am-12:15pm Position Purpose: LCNB National Bank is seeking a Floating Relationship Banker to assist with branch operations by reporting to various branch locations within Warren and Montgomery Counties to work as a Relations Banker. This position provides superior quality service to our customers. They assist customers by accurately and efficiently processing transactions, such as deposits, withdrawals, or payments, resolving complaints or account discrepancies, and answering questions. A Relationship Banker is responsible for promoting and recommending the bank's products and services to help meet our customers' financial goals. Essential Functions and Responsibilities * Maintaining and balancing cash drawer * Ensure compliance with all internal controls and established policies and procedures * Promote and advise on the bank's products and services * Keeping customers' personal information confidential * Identify referral opportunities and make relevant referrals * Communicating with other team members and other areas of the bank * Assist with the daily operations of the branch * Answer customer calls and enter information accurately and efficiently into database * Comprehend, retain and apply information as necessary to perform duties and responsibilities effectively * Additional duties as assigned Skills/Competencies * Professionalism * Strong basic computer skills * Strong written and verbal communications skills * Cash handling * Accuracy and attention to detail * Customer-focused * Team player * Ability to think, reason and communicate clearly * Ability to observe and identify details at close range Education/Experience * High School Diploma or GED equivalent (required) * Customer service experience (preferred) * Cash handling experience (preferred) Working Conditions * Must be able to remain in a stationary position 50% of the time * Occasionally move/traverse to access files and equipment * Constantly operates a computer and other office productivity machinery, such as a phone, calculator, copy machine, scanner, and computer printer * Occasionally moves coin bags weighing up to 50 lbs. * Occasionally will need to travel up to a 30-mile radius Compliance Statement: The associate is responsible for meeting all compliance requirements imposed on LCNB National Bank by State and Federal law and regulations, as well as all related LCNB National Bank policies and procedures. Incumbent must be able to perform the essential functions of the position with or without reasonable accommodation. Equal Opportunity Employer/Disability/Veterans.

The Video Banker is responsible for providing customer transaction services using video enabled interactive teller technology (ITM) via two ways, and presenting a positive, professional image and meeting or exceeding customer expectations. Essential Functions/Responsibilities: -Monitor technical problems and correct deficiencies; monitor processing systems for efficient utilization. -Answer customer inquiries relating to bank products and services. -Recognize sales opportunities and refer clients to sales associates Remain current on products, services, policies and procedures -Perform customer account transaction and maintenance activities accurately -Strive for first contact resolution of customer inquiries, transactions and problem resolution Skills data entry, multi tasking, attention to detail, outgoing, customer oriented Job Type & Location This is a Contract to Hire position based out of Cincinnati, OH. Pay and Benefits The pay range for this position is $18.00 - $18.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully onsite position in Cincinnati,OH. Application Deadline This position is anticipated to close on Jan 27, 2026. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Financial Services Sales Representative (1099) Cincinnati, OH Part-Time or Full-Time | Flexible Schedule | Unlimited Earning Potential!!! Take control of your career and income while helping families achieve financial freedom. Cameron Howell & Associates-Primerica Financial Services is seeking motivated individuals ready for a career change or supplemental income. This role is perfect for teachers, nurses, retail professionals, or anyone looking to start fresh with a flexible, entrepreneurial opportunity. What Youll Do Connect with individuals and families to provide financial solutions Provide education on life insurance, investments, and retirement planning Grow your business through referrals, networking, and community engagement Participate in training and mentorship programs to earn professional licenses What We Offer Flexible schedule with part-time or full-time options Unlimited income potential based on performance Comprehensive training and licensing support Career advancement opportunities within a nationwide organization Supportive team environment focused on growth and impact Who You Are Self-motivated and entrepreneurial Passionate about helping others and building relationships No prior financial experience required Start building your business, impacting lives, and achieving financial freedom with Cameron Howell & Associates-Primerica Financial Services.

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: Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Retail Personal Banker II role is a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to meet existing and prospective customer's needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service process, using the prescribed tools and interacting with the staff for referral activity. 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: + Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. + Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. + Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. + Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. + Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. + Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. + Provide guidance to CSRs with respect to the sales and referral process. + Promote customer satisfaction with a friendly, helpful demeanor and professionalism. + Act with confidence by answering customer questions and owning customer issues. + Maintain a position of trust and responsibility by keeping all business confidential. + Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. + Adhere to established policies and procedures while opening/servicing the full range of Retail products. + Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. + Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. + Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + College degree or work experience providing transferrable skills or combination of education and experience. + Experience in the financial industry preferred. + Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. + Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. + Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication. + Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions. + This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration Required for employment in this position. WORKING CONDITIONS: + Normal office environment. + Extending viewing of computer screens. + This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. + Travel outside of the affiliate will be required for various classroom training sessions. Personal Banker Associate II At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Marion, Ohio 43302 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth 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.

Pay Grade: $40,693-$68,268 To fully engage in office activities and decision making by being an active participant in the daily branch function through performing teller functions as required, opening deposit account and originating consumer loan requests. Personal Bankers are expected to make high quality referrals and cross-sells the bank's products and services. Participates with branch management in maintaining a customer-focused environment and developing new ideas to increase business that will help achieve customer relationship objectives. This position includes 70% of time spent on sales and service, 20% on Operations, and 10% spent on Leadership activities. Personal Bankers are expected to recognize that in order to provide Service Excellence a customer's experience should always be consistent whether they are online, using a mobile device, speaking to us over the phone or visiting us in person. In order to maintain this all Personal Bankers must consistently follow and model VCNB Service Standards. PB is expected to demonstrate a mastery of all skills learned in the Associate Banker role, specifically in the areas of Teller, Deposit Accounts and Consumer Lending. Additionally a continued display of outstanding communication skills and unparalleled customer service is expected. ▲Operate effectively on the Retail floor, including the teller line, as well as with deposit and consumer loan functions. ▲ Able to perform all teller line duties, balances the branch and ATM, as needed. ▲ Opens all types of deposit accounts and handles account maintenance as required. ▲ Granting and servicing of secured and unsecured loans with emphasis on consumer customers, with the ability to effectively meet with applicants and underwrite the credit request. ▲ Opens home equity loans when authorized to do so, and makes quality referrals for HELOCs to the appropriate lender if not authorized ▲Promotes the bank's services and products and is responsible for cross selling and making high quality referrals when appropriate. ▲ Develop customer relationships through outside calling efforts and makes phone calls to generate sales leads and connect with customers. ▲ Serves existing customers in accordance with VCNB policies and procedures, as well as all regulatory requirements. . ▲Exercise independent judgment and discretion within job duties. ▲ All other duties as assigned

We want U to be part of our team! Join a Community That Cares - Grow Your Career at The Union Bank Company! Benefits offered: Medical, Dental,...

Do you want to work for the areas leading Building Services Company. Environment Control is seeking a Mature/Dependable person to fill an evening Banks Cleaning position in various bank office buildings in the Eastlake, Willoughby, Euclid, and Cleveland areas, plus a commercial building in Highland Heights. Must be available to start immediately after passing a criminal background check. This is a part time position averaging approximately 2-3 hours per night. This position is Monday-Friday after 6:00pm, cleaning 4 banks, and a commercial building, pay rate is $14.00 per hour, plus paid traveling time. 33464 Vine St, Eastlake 44095 5831 SOM Center Rd, WIlloughby 44094 22480 Lakeshore, Euclid 44123 972 East 185th St., Cleveland 44119 175 Alpha Dr, Highland Heights, OH 44143 *Must have a drivers license and reliable transportation, and Must live not more than 15 minutes from job's location. *** For Immediate Consideration please complete an application at Apply.eccleveland.com Requirements: 1). Criminal Background check required 2). Reliable Transportation 3). Valid Drivers License and clean driving record 4). Prior Housekeeping experience/ commercial cleaning experience preferred About Environment Control Environment Control is a cleaning company that is locally owned and operated. Our company is made up of more than 200 people from all walks of life and diverse cultures which we believe makes us a great company to join. We are building a company that cares about people. All are welcome. We are looking for people to join our team who like the idea of hard work and fair pay. Our promise to our employees is to provide: Honest and fair treatment by management and coworkers. Three days of training and extra support throughout your first few weeks. Ongoing supervision. All the materials required for you to do a good job. A raise/promotion program that has specific and tangible ways to grow your wage. If you want it, a consistent schedule that does not change. We believe that our success as a company depends on our employee's job satisfaction from cleaners to office staff to management. Our goal as a company is to encourage and support you as well as provide excellent and consistent cleaning service to our customers. Report straight to your assignments, check in/out of your assignment with mobile application, finish your work and go home! ***Candidates Must reside within a close radius of the job location, no further than 15-20 minutes*** *

Patient Financial Services Specialist FTE: .8 (32 hours) Req: 1664 About Us: The Lindner Center of Hope is a nonprofit, comprehensive mental health center and global leader offering state-of-the-science diagnosis and treatment of the most pervasive mental illnesses of our time. One of the first centers designed as a fully integrated system of care to address deficiencies in mental health care as identified by the Institute of Medicine. Innovative residential assessment, inpatient and outpatient programs in partnership with UC Health serving more than 54,660 patients from around the world. A leader in research and collaborations that are advancing the field and positioning Cincinnati as a national leader in mental health care. We embrace the many talents, skills, and experiences our employees bring to Lindner Center of Hope. Everyone is encouraged to use their unique gifts to express ideas, make meaningful contributions to our programs and genuine connections with patients and family, as well as strengthen donor, referrer and community relations. At Lindner Center of Hope, you'll have the opportunity for a consistently rewarding career, working for an organization that shares your desire and ability to make a demonstrable difference in the lives of people living with mental illness. Position Summary: The Financial Counselor serves as the primary contact for patients and families regarding financial assistance, insurance coverage, authorizations and preservice payment. Major Duties and Responsibilities: This position is responsible for conducting financial interviews with inpatients, residential patients, and any outpatients. The Financial Counselor works with health insurance providers to determine coverage and benefit levels and provides information regarding hospital payment options and financial assistance programs. Completes necessary forms in accordance with hospital policies. Meets with patients admitted during the business day to complete the formal admission into the EMR system by collecting and verifying patient demographic and insurance information. Will also take the patient's picture and save the image in the EMR system to be used on the patient face sheet and wristband as dictated by department protocol. Obtains the appropriate signatures on consents and assignment of benefits. Scans insurance cards, picture ID, and other appropriate documents into the document imaging system. If patient presents with new insurance, assists with insurance eligibility and benefits verification electronically. Contacts the patient or responsible party by phone to complete pre-registration and obtain or verify all demographic and insurance information making updates or corrections in the patient account system as appropriate. Screens for medical necessity and completes the Medicare Secondary Payer Questionnaire for all Medicare patients during the pre-registration process. Calls applicable insurance companies to obtain facility and professional mental health, substance abuse and eating disorder benefits. Accurately documents insurance benefits and patient's financial liability in the appropriate fields of the patient account system. Alerts team members to any insurance coverage issues immediately. Follows up with patient/patient representative until resolved. When loading benefits, performs audit of accounts to ensure all of the required demographic, insurance, financial forms, and contracts are obtained and documented in the electronic medical record. Communicates applicable deductible, co-pay, or coinsurance to patient during pre-registration or upon check-in. Collects co-pay, deductible or other out-of-pocket liability including residential self-payments. Accurately posts the payment to the patient account system and receipts the patient Sets payment arrangements as appropriate. Refers the patient to the financial counselor as need arises. Prepare patient cost estimates. Review the process for filing insurance claims for inpatient, residential, PHP, ECT, TMS, IOP, and Outpatient as needed. Assess the patient's need for financial assistance during the admission process or at a time prior to the patient's discharge. Determines patient eligibility for Charity care for inpatient/outpatient levels of care. Completes reviews of the charity application in accordance with the LCOH charity care policies. Obtains the final approval of the application from the Registration Manager prior to notification to the patient or family. Determines when renewal of charity applications need completed. Sends letter to patient notifying them of eligibility for charity care and charity amount. Provides education / counseling to self-pay patients regarding available government coverage options. Monitor financial counseling workqueues in EPIC for currency. Serve as the initial contact for determining out of network benefits and obtaining information for potential single case agreements or reimbursement. Work with Intake staff and other clinical teams on initial referrals to inpatient or other LCOH programs to confirm coverage levels prior to admission Work with the CFAO to determine feasibility of single case agreements Meets with the Utilization Review team routinely to discuss admissions that are a financial risk to the center. Coordinates with Intake and OPP staff to obtain appropriate authorizations, as evidenced by lack of denials for no authorization. Accurately enters authorization number(s), and authorized dates and services in the appropriate field of the patient account system. Communicates any applicable deductible, co-pay, or coinsurance to patient prior to their visit, making arrangements for payment as appropriate. Works closely with clinical team and insurance companies to get treatment plans completed and to obtain the clinical information needed for insurance authorizations for ECT, TMS and Outpatient services. Tracks services received and follow-up with the insurance company to obtain additional authorization as needed. In connection with the registration manager, work with Intake/ARC, outpatient registration, residential admissions and utilization review departments to ensure benefit verifications authorizations, helping hands applications, probono, financial assistance applications and other insurance related questions both internally and externally are addressed timely. Completes a note in the system on all discussions, events and outcomes regarding patient accounts. Responds to all inquiries regarding patient accounts, financial assistance policy and network status. Maintains a working knowledge of the various LCOH and LCOHPA service lines. Stays abreast of third-party payer requirements. Attends seminars and courses on relevant topics as directed by management. This position works closely with Intake outpatient, Central Registration, Medical Records, Social Services, Utilization Review and Billing on a daily basis. Maintains effective communication and cooperative working relationships with other departments, staff, medical staff, patients, and visitors. Patient communication is conducted in a manner that will result in positive patient relations and prompt payment for Lindner Center of HOPE. Demonstrates poise and compassion when handling patient financial situations and consider all possibilities to provide the patient with the most appropriate options for their situation. Completes productivity requirements timely and accurately Assists the ECT, TMS, Financial Counselor and Welcome Center Registration Specialists with registration duties during busy times. Performs all other duties as assigned. Position Qualifications: High school diploma required; Associates degree preferred. Minimum of 3 years' experience in healthcare required. Experience working in mental health setting preferred. Must have experience conducting face to face interviews with Collections and/or Medical Billing experience. Must have a working knowledge of third-party payer contract terms and the ability to calculate patient liabilities. Excellent communication, customer service and math skills along with a high degree of confidentiality are required. Must have strong computer skills including Excel and Word. Analytical and decision-making skills with a strong attention to detail required Ability to enthusiastically follow and model the Lindner Center of HOPE mission, vision and values. Physical Requirements: The physical demands of this position are consistent with those performed in a normal office environment, including occasional lifting, carrying, pushing or pulling, and sufficient manual dexterity to operate standard office equipment and ability to use to use a computer. Must be able to easily move throughout the building. Perks and Benefits At LCOH, we are dedicated to fostering a supportive and caring environment. As part of our team, you'll have access to: Affordable medical, dental, and vision plans for both full-time and part-time employees Flexible spending and health savings accounts Generous paid time off that starts accruing on day one Opportunities for tuition reimbursement and continuous education An employer-matching 401(k) retirement plan to help you plan for the future Complimentary gym membership Employer-provided short and long-term disability coverage, life insurance and an Employee Assistance Program A community of mission-driven individuals passionate about making a difference All candidates extended conditional offer of employment will be subject to a WebCheck (BCI & FBI Fingerprinting). Fingerprints will be submitted to the Bureau of Criminal Investigation (BCI) and the Federal Bureau of Investigation (FBI). The reports from these agencies will include criminal record information. Lindner Center of Hope will follow the requirements for employment based on the State of Ohio Administrative Code 5122-30-31, and any other regulatory requirements regarding criminal background checks. Lindner Center of HOPE also reserves the right to obtain Consumer Reports and/or Investigative Consumer Reports as defined in the Federal Fair Credit Reporting ACT (FCRA). Lindner Center of Hope is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Trade-In Appraisal Specialist (Full-Time | 2 Locations) Join Our Automotive Team as a Trade-In Appraisal Specialist! Are you an expert in assessing vehicle value? Passionate about cars and market trends? We're hiring a Trade-In Appraisal Specialist to join our growing team! Why This Role is Unique: You'll work closely with both our New and Used Car Managers Operate at two dealership locations, just 2 miles apart Help customers feel confident in their trade-in while maximizing dealership profitability What You'll Do: Accurately inspect and appraise trade-ins Collaborate on offer strategy with managers Use tools like autohub, KBB, Black Book, and vAuto Support inventory acquisition and wholesale evaluations What You Bring: Automotive experience in appraisal or used car sales Knowledge of reconditioning and resale value Confidence, integrity, and attention to detail A clean driving record and flexible availability We Offer: Competitive salary + monthly bonuses Benefits including 401(k), health/dental/vision, and PTO Mileage reimbursement or local travel support A positive team environment with growth potential Your eye for value. Our platform for success. Apply today and become a trusted part of our appraisal team! Equal Opportunity Employer | Background check required

What is great about working for Foundation? Plenty! We have a fun, casual, yet hard-working culture that invests in our employees, promotes creativity, and delivers on our reputation. Would you like to work for a company that offers manicures and pedicures in the office? We do! How about massages, house cleaning, laundry service, monthly car washes, catered lunches Wednesdays and a monthly happy hour - we offer all this and more! At Foundation we believe in and promote a work-life balance with a top-notch workout facility, fitness classes and free personal training; and for those competitive types, a game room complete with table tennis, foosball, and video game systems. Also, some comforts of home, there is a full kitchen, free coffee and specialty flavors, soft drinks, and snacks. Position Summary We are seeking a detail-oriented and reliable Banking Specialist to provide exceptional customer service and support our payroll operations by managing financial transactions, handling ACH and wire transfers, reconciling accounts, and ensuring the secure and timely movement of funds between clients, employees, and financial institutions. Essential Functions and Responsibilities Respond to client inquiries received via phone, or email, addressing issues, answering questions, or providing assistance with banking transactions. Monitor bank accounts for receipt of client funds. Communicate with bank associates and clients to ensure timely receipt of outstanding funds. Bank account error or returned transaction notifications and reconciliations. Process client bank account change or update requests. End of Day banking processes. Collaborate with payroll, tax, and finance teams to ensure timely and accurate processing. Maintain expertise in software, business funding rules, and relevant industry factors. Adhere to all department and company standard operating procedures. Project a professional and positive image as a company representative by providing thorough assistance to associates, clients, and third parties. Perform other duties as assigned. Required Skills and Experience Proven ability to provide top-level support to customers and associates. Basic math skills: accounting skills are a plus. Familiarity with banking industry processes, procedures, and financial transactions including ACH and Wire Transfer. Ability to work in a fast pace and deadline driven industry. Superior organizational skills, comfortable multitasking and working both independently and effectively as a team member. High degree of accuracy and attention to detail. Excellent communication and critical thinking skills. Working knowledge of Microsoft Office and Windows-based applications. FOUNDATION , MasterTax, and Salesforce or other CRM software knowledge is a plus. Prior customer service, call center, or related banking industry experience preferred. Other employee rewards include tickets to Cleveland sporting events, a variety of lunch and learns, and various employee-appreciation events throughout the year. Benefits include paid vacation, paid holidays, 401(k) with match, and tuition reimbursement, plus medical, eye and dental. Now offering discounts on pet, home, and auto insurance through Liberty Mutual! Foundation is constantly recognized as one of Northeast Ohio's top workplaces. We are a 20-time winner of the NorthCoast 99 award, a multi-year winner of The Plain Dealer's Top Workplaces award, and have been recognized multiple years on the Inc. 5000 list of fastest-growing private companies in the U.S. Let us start your future at Foundation! Foundation Software is an Equal Opportunity Employer.

We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we've been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business. About the role: While encompassing the traditional transactional responsibilities, this position is also expected to be a sales leader and mentor to other client service staff and to lead initiatives assigned by Management. As the front-line staff, those in this position are often the first point of contact for existing and potential customers, requiring strong interpersonal skills and a dedication to customer service. What you'll do: * Develop business and generate meaningful growth through inside and outside sales. * Act as a liaison between lines of business to effectively cross-sell and deliver exemplary products and relationship servicing to new and existing clients. * Provide excellent customer service throughout the client relationship, coordinating with other departments to find satisfactory resolutions where needed. * Serve as a knowledgeable resource to both staff and customers, possessing a deep understanding of banking fundamentals as well as CFBank services, products, and compliance requirements. * Conduct a wide range of daily customer transactions as needed including check cashing, deposits, withdrawals, IRA transactions, HSA transactions, loan payments, opening, and closing deposit accounts, ATM balancing, customer access to safe deposit boxes, and other transactions on deposit accounts, while operating within procedural guidelines and compliance requirements. * Help to ensure branch compliance, assisting with internal and external audits as needed. * Comply with internal security policies and procedures and maintain customer confidentiality at all times. * Adhere to all regulations, policies, and record-keeping requirements. Desired Qualifications: * High school diploma or general educational degree (GED) with some banking/finance experience or education preferred. * Strong prior experience in product knowledge and cross-selling performance expected with position * Willing to register and maintain a registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements * Expected to acquire and maintain proficiency in the bank's policies and procedures, and adhere to all laws, rules, and regulations that are applicable to conduct, and the work being performed. * Proficient computer skills are required and the ability to learn various Banking Software programs. * Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. * Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing * Must have excellent organizational skills and the ability to multi-task and to be flexible. What We Offer: * Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility. * Professional development opportunities including educational/training opportunities * "Accelerated" 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3 year vesting * Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!) * Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources * One of the most collaborative environments you'll find, with a team of hard-working mutually invested professionals who are excited about shared success

Job Description Financial Services Sales Representative (1099) Cincinnati, OH Part-Time or Full-Time | Flexible Schedule | Unlimited Earning Potential!!! Take control of your career and income while helping families achieve financial freedom. Cameron Howell & Associates-Primerica Financial Services is seeking motivated individuals ready for a career change or supplemental income. This role is perfect for teachers, nurses, retail professionals, or anyone looking to start fresh with a flexible, entrepreneurial opportunity. What Youll Do Connect with individuals and families to provide financial solutions Provide education on life insurance, investments, and retirement planning Grow your business through referrals, networking, and community engagement Participate in training and mentorship programs to earn professional licenses What We Offer Flexible schedule with part-time or full-time options Unlimited income potential based on performance Comprehensive training and licensing support Career advancement opportunities within a nationwide organization Supportive team environment focused on growth and impact Who You Are Self-motivated and entrepreneurial Passionate about helping others and building relationships No prior financial experience required Start building your business, impacting lives, and achieving financial freedom with Cameron Howell & Associates-Primerica Financial Services.