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  • Strategic Finance Associate

    Menlo Ventures

    Remote bank specialist job

    About the Role Join Chime's Growth & Marketing Finance team as a Strategic Finance Associate, where you will support the Marketing function by driving expense forecasting, budgeting, and strategic initiatives across key areas such as Brand campaigns and partnerships, creative production and agencies, software tooling, and headcounts. This is a critical investment area at Chime, and this role offers high visibility and impact. You will help manage the marketing budget in close partnership with Marketing stakeholders, serving as a trusted thought partner to ensure forecasts are accurate, influence decision-making, and support Chime's broader financial strategy. We're looking for someone who is highly analytical, detail-oriented, and a clear, confident communicator with a strong bias toward action. You excel at building strong cross-functional partnerships, know how to balance precision with speed, and will play a key role in improving the accuracy and reliability of marketing expense forecasts over time. The base salary offered for this role and level of experience will begin at $105,000 and up to $145,000. Full-time employees are also eligible for a bonus, competitive equity package, and benefits. The actual base salary offered may be higher, depending on your location, skills, qualifications, and experience. In this role, you can expect to: Develop, deliver, and maintain clear, insightful reporting that helps business leaders stay within budget and operate efficiently Own and continuously improve the budgeting and forecasting process, enhancing accuracy through strong modeling, disciplined assumptions, and process improvement Partner cross-functionally with Marketing and Finance stakeholders to support bottoms-up planning and strategic initiatives Build and maintain financial models and dashboards that provide data-driven insights and influence decision-making Continuously improve financial tools, processes, and operating cadences to support Chime's growth and enable smarter, faster decisions Leverage automation and emerging AI capabilities to enhance reporting, streamline workflows, and improve scalability To thrive in this role, you have: 4+ years of relevant experience in FP&A, Strategic Finance, investment banking, Big 4, consulting, or a related field, ideally within a high-growth technology environment Advanced Excel or Google Sheets skills, with hands-on experience building budgeting and forecasting models that enable business partners to make informed financial decisions Strong ability to work comfortably with large, complex datasets and translate them into actionable insights Demonstrated experience partnering cross-functionally-particularly with non-finance stakeholders-to influence decisions and drive outcomes High attention to detail and a strong ownership mindset, with the ability to manage multiple priorities and deliver accurate work in a fast-paced environment Clear and confident communication skills, with the ability to synthesize data into insights and recommendations for diverse audiences Experience with SQL, Looker, or other BI tools is a plus A little about us At Chime, we believe that everyone can achieve financial progress. We created Chime-a financial technology company, not a bank*-on the premise that core banking services should be helpful, easy, and free. Through our user-friendly tools and intuitive platforms, we empower our members to take control of their finances and work towards their goals. Whether it's starting a savings account, purchasing a first car or home, launching a business, or pursuing higher education, we're proud to have helped millions unlock their financial potential. We're a team of problem solvers, dreamers, and builders with one shared obsession: our members. From day one, Chimers have worked tirelessly to out-hustle and out-execute competitors to bring our mission to life. Their grit and determination inspire us to work harder every day to deliver the very best experience possible. We each bring an owner's mindset to our work, refusing to be outdone and holding ourselves accountable to meet and exceed the highest bars for our teams, our company, and our members. We believe in being bold, dreaming big, and taking risks, while also working together, embracing our diverse perspectives, and giving each other honest feedback. Our culture remains deeply entrepreneurial, encouraging every Chimer to see themselves as stewards of our mission to help everyday Americans unlock their financial progress. We know that to achieve our mission, we must earn and keep people's trust-so we hold ourselves to the highest standards of integrity in everything we do. These aren't just words on a wall-our values are embedded in every aspect of our business, serving as a north star that guides us as we work to help millions achieve their financial potential. Because if we don't-who will? *Chime is a financial technology, not a bank. Banking services provided by The Bancorp Bank, N.A. or Stride Bank, N.A., Members FDIC. What we offer for our full-time, regular employees 🏢 Our in-office work policy is designed to keep you connected - with four days a week in the office and Fridays from home for those near one of our offices, plus team and company-wide events depending on location. Whether you're coming in regularly or is part of our fully remote program, you'll stay engaged with your work and teammates. ** 💻 In-office perks including backup child, elder, and/or pet care, plus a subsidized commuter benefit to support your regular commute ** 💰 Competitive salary based on experience ** ✨ 401k match ** plus great medical, dental, vision, life, and disability benefits 🏝 Generous vacation policy and company-wide Chime Days, bonus company-wide paid days off ** 🫂 1% of your time off to support local community organizations of your choice 👟 Annual wellness stipend to use towards eligible wellness related expenses 👶 Up to 24 weeks of paid parental leave for birthing parents and 12 weeks of paid parental leave for non-birthing parents 👪 Access to Maven, a family planning tool, with $15k lifetime reimbursement for egg freezing, fertility treatments, adoption, and more. 🎉 In-person and virtual events to connect with your fellow Chimers-think cooking classes, guided meditations, music festivals, mixology classes, paint nights, etc., and delicious snack boxes, too! ** 💚 A challenging and fulfilling opportunity to join one of the most experienced teams in FinTech and help millions unlock financial progress ** ** Perks also available to Chime Interns. We know that great work can't be done without a diverse team and inclusive environment. That's why we specifically look for individuals of varying strengths, skills, backgrounds, and ideas to join our team. We believe this gives us a competitive advantage to better serve our members and helps us all grow as Chimers and individuals. Chime is proud to be an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, genetic information, veteran status, or any other legally protected basis under provincial, federal, state, and local laws, regulations, or ordinances. We will also consider qualified applicants with criminal histories in a manner consistent with the requirements of state and local laws, including the San Francisco Fair Chance Ordinance, Cook County Ordinance, NYC Fair Chance Act, and the LA City Fair Chance Ordinance, and consistent with Canadian provincial and federal laws. If you have a disability or special need that requires accommodation during any stage of the application process, please contact ******************. To learn more about how Chime collects and uses your personal information during the application process, please see the Chime Applicant Privacy Notice. #J-18808-Ljbffr
    $105k yearly 2d ago
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  • Banking Representative

    Russell Tobin 4.1company rating

    Bank specialist job in Columbus, OH

    Banking Financial/Operations Analyst - Contract Opportunity. Recent Grads are more than welcome! Duration: 12-month contract Pay: $19-$20/hour on W2 Full Time Are you a recent graduate in Finance, Accounting, Economics, or a related field looking to kick-start your career? We're seeking a Financial/Operations Analyst with 6 months to 2 years of experience (internships count!) to join the team of a leading investment banking firm. Ideal Candidate: ✔ Recent grad with a Bachelor's in Business (Finance, Accounting, Economics, or related). ✔ Experience or internship in banking or financial services is highly preferred. ✔ Strong analytical, communication, and organizational skills. What You'll Do: Support financial and operational processes. Handle incoming phone calls related to service inquiries on Brokerage accounts Provide accurate and efficient responses while meeting key performance metrics Support customers with: Brokerage Cash Management products and services Brokerage Online platform (client website) Mobile app assistance General account and financial-related questions Deliver professional, high-quality, and world-class customer service Work effectively in a fast-paced, team-oriented environment Multi-task and adapt quickly in a busy financial service center Why Join Us? Gain valuable experience with a leading financial institution. Plus, there's a possibility to convert to a permanent position after the contract period! Apply now to take the first step in your career!
    $19-20 hourly 4d ago
  • SBA Banker III

    Seacoast National Bank 4.9company rating

    Bank specialist job in Columbus, OH

    The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Business Development Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to: Call Planning and Follow-Up Client Retention Calls New Client Prospecting Outbound Telephone Calling Efforts Networking Events Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals. Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment. Source and build new business relationships. Credit Acumen Complete understanding of all business credit facilities including, but not limited to: Structuring proper terms and product based on business need, useful life and business growth. Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential. Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy. Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations. Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities. Able to balance business needs with customer requests while managing potential risk to the bank. Adheres to Seacoast Bank's Code of Conduct. Acts as a mentor to junior level SBA Lenders within Seacoast Bank. Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed. EDUCATION and/or EXPERIENCE: High School Diploma or equivalent required. College degree in a financial related discipline preferred. 5+ years of directly related SBA experience preferred. 10+ years in business development and/or financial services experience required. Demonstrate excellent communication (written and verbal) and interpersonal skills. PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $38k-69k yearly est. 3d ago
  • Retail Banking Officer - Springfield - Springfield, OH

    Wesbanco Bank Inc. 4.3company rating

    Bank specialist job in Springfield, OH

    Back 27d Retail Banking Officer - Springfield #32-8617 Springfield, Ohio, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Springfield OH. Market Cincinnati Work Hours per Week 37.5 Requirements High school diploma required. Banking, cash handling, sales, and customer service experience required. Supervisory or leadership skills required. Job Description SUMMARY: Promotes a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Provides leadership to the banking center for daily sales, service and operations. Retail Banking Officers are charged with ensuring the proper training and development of the staff, providing excellent customer service while identifying sales opportunities and performing account transactions. The Retail Banking Officer leads the consistent delivery of excellent customer service to all banking center customers, including the relationship building efforts for existing and prospective consumer and business customers. The Retail Banking Officer focuses primarily on the daily sales initiatives and assumes a proactive role in customer interaction and service to include meeting with customers to discuss their specific banking needs in person and via phone. The Retail Banking Officer is also expected to actively initiate outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promoting of new and existing Retail banking relationships. The Retail Banking Officer will assist the Banking Center Manager in targeted outside sales activities and participate in community service opportunities in the specific community or market. From an operational standpoint, the Retail Banking Officer is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities may include assisting in supervising, operating as a teller, and/or providing necessary additional support of the banking center's sales and operational objectives as assigned. ESSENTIAL FUNCTIONS: Excellent Customer Service Provides leadership to the banking center for daily sales, service and operations Assists with coaching, training and developing the staff Relationship building Successfully promotes Bank's products and services ESSENTIAL DUTIES AND RESPONSIBILITIES: Personally models the standards of the Bank's Mission, Vision, and Pledge. Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client. Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability. Promotes the sales culture within the banking center through their sales-related activities demonstrating their ability to promote the Bank's products and services in order to reach individual and team sales goals. Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promotes the Bank's products and services in order to reach individual and team sales goals. Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met and informally coaches others for positive results. Educates bank team on uncovering opportunities to help advance financial wellness of customers. Sets priorities and follows through on the implementation of the defined sales and service activities. Encouraged to actively participate in various community activities (Boards, Executive Committees, Advisory roles, etc). Responsible for providing input into evaluating performance, coaching and training employees. May assist with interviewing. Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply with the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements. Actively participates in regular sales and staff meetings. Leads meetings as assigned. Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues. Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate. Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed. Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Must have the working knowledge of all roles within a retail Banking Center. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Other duties as assigned. OTHER SKILLS AND REQUIREMENTS: Must be able to foster the partnerships that includes the banking center staff as well as employees from other lines of business. Responsible for assisting with evaluating performance, rewarding and disciplining employees, addressing complaints and resolving problems. Responsibilities include assisting with pro-active recruiting, interviewing, and assisting with hiring, coaching and training employees. Other responsibilities may involve planning, assigning and directing work. Ability to successfully promote, generate and deepen all financial relationships through outbound calling, internal business development and building a loyal customer base. Strong consumer lending skills are preferred with a solid understanding of consumer lending products. 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 strong product knowledge for the level of selling and cross selling performance expected with position. Must have excellent organizational skills and the ability to multi-task and to be flexible. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Sound mathematical and analytical skills preferred. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. The Retail Banking Officer is required to have a Nationwide Mortgage Licensing System (NMLS) registration within thirty days of hire. Must be available to work all hours of operations. Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Springfield, Ohio, United States
    $57k-83k yearly est. 3d ago
  • Investment Banking Specialist

    Weekday Ai

    Remote bank specialist job

    This role is for one of our clients We're seeking experienced professionals based in the U.S., U.K., Canada, Europe, or Australia to contribute to a research initiative with a leading AI lab focused on foundational model development. This role is ideal for individuals with a strong background in investment banking who can apply their analytical and financial expertise to high-impact research and content creation. Requirements You're a Great Fit If You Have: 2+ years of experience at a top-tier investment banking firm. Expertise in at least one of the following areas: Financial Modeling Pitch Deck Development Investment or Analysis Summaries and Memos Company or Industry Analysis Role Details Engagement Type: Fully remote and asynchronous - work on your own schedule. Commitment: Minimum of 10 hours per week. Duration: 4-week initial engagement starting in October, with potential extensions or future project opportunities based on performance. Compensation & Structure Pay Rate: $130/hour, with the potential for higher rates for exceptional performance. Payment Schedule: Weekly payouts based on hours logged. Classification: Independent contractor role.
    $34k-53k yearly est. Auto-Apply 60d+ ago
  • Part-time W2 Therapist - Women's Health - Fully Independently Licensed - Texas

    Seven Starling

    Remote bank specialist job

    Seven Starling is a leading virtual provider of women's behavioral health services supporting women through reproductive life stages. Seven Starling's holistic clinical model combines specialized therapy, peer support, and medication management to effectively treat common mental health conditions including depression and anxiety, with 94% of patients seeing a clinically significant improvement in their symptoms after completing the program. Seven Starling partners with healthcare providers across the country and leading health plans including UnitedHealthCare, Cigna, Blue Cross Blue Shield, and Aetna to make care easily accessible and affordable. Seven Starling is looking for a Part-Time Mental Health Provider to add to its world-class therapist team. You will work with Seven Starling's clinical and leadership team to consistently deliver a high quality care experience to our patients. Our ideal candidate is a behavioral health professional with an interest in maternal mental health currently located in North Carolina. You'll excel in this role if you are excited about working at an early stage company, pioneering the future of women's mental health, and are motivated by the broad impact that you will have in your role!What you'll do As a Seven Starling Therapist, you'll provide compassionate, evidence-based care through teletherapy, for clients navigating the perinatal journey. This is a part‑time salaried position, expected to average approximately 25-30 hours per week, with flexibility based on organizational needs and deliverables. Available to work during standard business hours: 8am-8pm with at least 20% of appointments being available after 4pm (approximately 5 appointments). 24 client appointments per week Participating in clinical consultation individually and in groups, and joining our monthly clinical team meeting Delivering the Seven Starling Care Model by utilizing evidence-based modalities (CBT, ACT, IPT, attachment-based approaches) Creating and maintaining high-quality documentation and treatment plans Collaborating with a supportive clinical team in a feedback-rich environment Contributing to company-wide initiatives aligned with your interests Who you are Independently licensed in Texas (e.g., LCSW, LMFT, LPC, LPCC, Psychologist) PLUS additional license in one or more of the following states (Arizona, California, Colorado, DC/District of Columbia, Floridia, Illinois, Indiana, Kentucky, Maryland, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Virginia) At least 2 years of post-licensure clinical experience, preferably in perinatal or women's mental health Strong grounding in evidence-based modalities and trauma-informed care Comfort and proficiency with virtual platforms, EHRs, and telehealth best practices Commitment to participating in a collaborative team model with shared consultation and continuous learning Passion for Seven Starling's mission and an eagerness to contribute to a growing, dynamic company This role is ideal for clinicians who thrive in a team-based environment who want to grow professionally, and are excited to help shape the future of perinatal mental health care. Details Part-time salary position Competitive salary compensation Remote / TelehealthAccess to team consultation, training, and professional development opportunities Potential opportunities to expand hours or support company initiatives over time Paid Time Off and Sick Leave based in accordance with company policy and applicable state and local laws $600 Professional Development Stipend Seven Starling is committed to building an inclusive, compassionate clinical team. We welcome and encourage applications from all backgrounds, identities, and experiences. Colorado Applicants: You are not required to provide your age, date of birth, or years/dates of school attendance or graduation. If you are asked to submit transcripts, certifications, or similar documents, you may redact any such age-identifying information before submitting your application materials.
    $34k-53k yearly est. Auto-Apply 10d ago
  • General Interest - Experienced Investment Banker - Columbus or Cleveland

    Copper Run Capital

    Bank specialist job in Columbus, OH

    Headquartered in the heartland, Copper Run is a different kind of investment bank. We focus exclusively on middle market transactions, providing buy-side and sell-side M&A advisory on deals between $10M and $250M. We pride ourselves on delivering Wall Street execution for our clients while remaining grounded in solid Midwestern values. Our clients include top-tier private equity firms, sponsor-backed companies, and middle market businesses. Our firm is continuing to grow and is always looking for bankers who can immediately help execute on our excess deal flow as well as support our business development. QUALIFICATIONS Experience in investment banking, commercial banking, corporate finance, or similar fields A track record of: Sourcing Deals - including the ability to originate leads, market the firm to the potential client, and manage the engagement letter negotiation process Marketing Deals - utilizing strong communication skills and the eagerness to personally contact potential counterparties for deals Completing Transactions - including the ability to compile marketing materials, structure transactions, and successfully negotiate transactions, especially through the inevitable roadblocks Capable of effectively leading multiple day-to-day client relationships with the CEOs/business owners over long periods of time and multiple client engagements Ability to market transactions to private equity firms, strategic buyers, etc., with the ideal candidate already possessing solid relationships with said parties but not mandatory Self-motivated, personable (both with clients and colleagues), enjoys networking, and has a strong work ethic Ability to have fun FINRA Series 79, 7, and 63 a plus but not mandatory to start EEO STATEMENT (Equal Employment Opportunity) Copper Run is an equal employment opportunity employer. We welcome all applicants and evaluate each on the basis of job qualification. We do not consider race, color, religion, gender, sexual orientation, gender identity, pregnancy, national origin, ancestry, citizenship, age, disability, genetic information, marital status, status as a covered veteran, status as a victim of domestic violence, or any other legally protected status in accordance with applicable federal, state, and local laws. This policy shall apply to all phases of the employment relationship including hiring, upgrading, promoting, disciplining, transferring, reducing in force, terminating, and compensating personnel. Furthermore, CR will provide reasonable accommodation.
    $114k-213k yearly est. Auto-Apply 60d+ ago
  • Licensed Clinician (LPC LSW LPCC LISW) for Women's Empowerment Program

    North Community Counseling Centers 4.0company rating

    Bank specialist job in Columbus, OH

    North Community Counseling Centers (NCCC) is a nonprofit, mental health and addiction agency that has been providing essential services since 1968. We're on a mission to assist people in the community to achieve their maximum potential by providing behavioral healthcare services in a healthy, comfortable, and safe environment. With four locations and home- and school-based programs, NCCC is able to offer solutions to challenges related to mental health and addiction. In addition to therapy, NCCC offers case management, substance use disorder treatment, and youth and adolescent programming. We invite you to join our team and start changing lives today. Job description We are looking for empowered individuals that are dedicated and passionate about behavioral health to join us on our mission to change the lives of the people in our community. The Licensed Clinician provides behavioral health services to the Women's Empowerment Program. A variety of services include mental health treatment, counseling, assessment and diagnoses, and, crisis intervention. The Licensed Clinician works collaboratively with an interdisciplinary team to provide comprehensive and integrated care. This position engages in opportunities to participate in staff and community activities that contribute toward clinical hours. The Licensed Clinician has the ability to create a schedule that works best for their needs and receives on-the-job training. Additional benefits of this position include access to free CEU's and training for licensure, diverse populations to work with, and the availability to grow with a variety of experts in diverse disciplines. Duties and Responsibilities: Accurately assesses and documents clients presenting problems, history, symptomology, mental status, diagnosis and prescribes initial interventions in a timely manner. Facilitates groups for the Women's Empowerment Program at the facility and in the community. Lite Case Management. Meets with clients of the Women's Empowerment Program to assist in developing specific, realistic, and measurable treatment goals and objectives. Conduct diagnostic assessment services and substance use disorder evaluations in order to identify client needs. Orient clients to North Community Counseling Centers clinical programs, policies, procedures, and phases of treatment. Determines appropriate milestones to gauge client progress. Facilitate referrals to other healthcare professionals and programs. Updates and maintains accurate client documentation. Participates in community and internal activities. Communicates needed information respectfully and clearly with clients, providers, and staff. Abides by and has knowledge of agency confidentiality policies and HIPPA rules. Perform other duties and special projects as assigned. Qualifications: Active LPC LSW LPCC LISW Bachelor's degree in social work, clinical counseling or a related field required. Social work or professional counselor licensure required. Previous experience in social work or counseling Strong documentation skills and ability to use electronic health record system Compassionate and caring demeanor Ability to build rapport with clients Strong leadership qualities Excellent written and verbal communication skills Valid Driver's license & insurance Agency Benefits: Medical, dental, and vision insurance coverage Free CEU training Mileage reimbursement Flexible schedule In-office work environments Paid vacation and sick time Guaranteed 9 paid holidays Competitive reimbursement Monthly bonuses as earned. Job Type: Full-Time, Part -Time Evenings, Weekends & Day Shift Pay ranges for the clinician position are based on experience and level of licensure. Candidates may select a set salary or variable hourly wage. Salary clinician positions include a benefits package. This position requires 95 billable hours per month (est. 25 hours per week). $50,000 - $54,000 for LSW/LPC/LCDC II & III $56,000 - $63,000 for LISW/LPCC Hourly wage positions are eligible for benefits with 72 billable hours per month. *Conditions apply. $37.50 for LSW/LPC/LCDC II & III $43.00 for LISW/LPCC North Community Counseling Centers is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
    $56k-63k yearly 60d+ ago
  • Business Banking Virtual Specialist

    JPMC

    Bank specialist job in Columbus, OH

    If you are passionate about supporting initiatives and executing processes that enhance efficiency and elevate the client experience for Business Clients, then a role as a Business Banking Virtual Specialist is ideal for you. As a Business Banking Virtual Specialist (BBVS) within our corporate office, you will proactively engage with Business Banking clients to enhance their banking experience and support the well-being of their businesses by offering financial solutions, education, advice, and problem resolution. Job responsibilities Conduct daily outreach through various channels (phone, email, etc.) to engage with Chase Business Banking clients and deliver an exceptional client experience by proactively providing comprehensive business banking solutions tailored to meet the financial needs and circumstances of their businesses. Drive a positive client experience by collaborating with relevant service teams to resolve issues, reaching out to clients to address survey feedback, and escalating matters that need further assistance or resolution. Consult with clients to understand their business cash flow cycle and transaction channels, identifying cash management, card, payment & credit solutions and recommend ways for clients to safeguard accounts. Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of businesses in order to refer and connect clients with bankers or specialists who can help meet their financial needs. Follow all processes and protocols while protecting the firm by applying sound risk management protocols and adhering to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills Minimum of 1 year of experience in a portfolio management role, or related business/customer service experience. Proficient in having customer contact through inbound and outbound calls and video conferencing. Proficiency in written communication with individuals at all levels, both internally and externally. Ability to determine priorities and maintain a balanced work approach to achieve business objectives. Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes. Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client. Preferred qualifications, capabilities, and skills Bachelor's degree or equivalent work experience. General knowledge of core Business Products and Services, including Deposit, Lending, and Cash Management. Proficient in MS Office tools, including Outlook, Excel, Word, and PowerPoint.
    $27k-45k yearly est. Auto-Apply 33d ago
  • Digital Support Banking Specialist

    Embark Recruiting Solutions

    Bank specialist job in Columbus, OH

    Title: Digital Support Banking Specialist Duration: Contract to Hire Our client, a leading digital bank, has an immediate need for Digital Support Banking Specialists. The Digital Support Specialist will demonstrate excellent decision-making abilities, mitigate risk and ensure contractual Service Level Agreements are adhered to. This role also serves as part of the Digital Support Team by fielding all incoming customer phone calls and various forms of digital communication from clients. This position is responsible for solving customer issues, performing various account maintenance requests and providing additional support as necessary to create a seamless one touch resolution for each customer. This role also requires a high level of dedication to providing excellent customer service both over the phone and through various digital channels. This position requires schedule flexibility in order to meet the Company's scheduling demands of a 24/7/365 Contact Center. ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES: • Efficiently answer inbound calls, secure messages and other communications from digital bank clients. • Accurately manage communication for new digital bank customers related to new account onboarding. • Solve problems and answer questions; listen to and anticipate clients' needs in order to completely and accurately resolve their issue on first contact, reporting problems in systems and identifying client impacting situations proactively • Utilize numerous programs and systems to investigate, troubleshoot and resolve client tickets and inquiries. • Actively participate in testing of bank environments, validation of data and use of systems to adequately verify new code and enhancements are fully vetted. • Monitor Digital Bank applications and decision based on structured account onboarding procedures while adhering to respective regulations and policies. • Complete all transactions with accuracy and within guidelines, policies or procedures, exercising discretion and independent judgement. • Develop oneself professionally by participating in training, engaging in self improvement initiatives and skill-building activities to enhance product knowledge, systems knowledge, sales and client relations skills. • Actively participate in coaching and feedback sessions by setting goals and achieving results. • Proactively take advantage of opportunities to become more involved with job training on processes or procedures through daily job functions. • Perform all other related duties as required or assigned. QUALIFICATIONS: • Associate's Degree or equivalent experience in a related field • 2+ years of relevant experience in the financial industry • Heavy Call Center experience OR experience working within a Bank or Credit Union in a customer service role (Bank Teller, etc.) • Working knowledge of computer hardware and software systems, and diagnostic utilities • Expert communication and documentation skills, both verbal as well as written • Strong technical training skills and detail oriented • Exceptional interpersonal and client engagement skills • Proven analytical and problem solving abilities • Ability to prioritize work to meet deadlines • Maintain flexibility in schedule to allow for occasional travel
    $27k-45k yearly est. 60d+ ago
  • Mortgage Banking Consultant

    First National Bank (FNB Corp 3.7company rating

    Bank specialist job in Columbus, OH

    Primary Office Location: 250 East Broad Street Suite 1720. Columbus, Ohio. 43215. Join our team. Make a difference - for us and for your future. Mortgage Banking Consultant Business Unit: Mortgage Administration Reports to: Varies based on assignment Position Overview: This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals. Primary Responsibilities: Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals. Counsels customers on lending options and solutions to meet their needs. Supports and facilitates key banking partnerships. Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations. Provides feedback to management on process efficiencies, relationship processing performance, and overall customer experience for relationship processing partner. Assists with recruiting and hiring of support team members as needed. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Ability to use general office equipment Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Basic Level MS PowerPoint - Basic Level BS or BA degree preferred. Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $60k-67k yearly est. Auto-Apply 5d ago
  • Business Banking Virtual Specialist

    Jpmorgan Chase 4.8company rating

    Bank specialist job in Columbus, OH

    If you are passionate about supporting initiatives and executing processes that enhance efficiency and elevate the client experience for Business Clients, then a role as a Business Banking Virtual Specialist is ideal for you. As a Business Banking Virtual Specialist (BBVS) within our corporate office, you will proactively engage with Business Banking clients to enhance their banking experience and support the well-being of their businesses by offering financial solutions, education, advice, and problem resolution. **Job responsibilities** + Conduct daily outreach through various channels (phone, email, etc.) to engage with Chase Business Banking clients and deliver an exceptional client experience by proactively providing comprehensive business banking solutions tailored to meet the financial needs and circumstances of their businesses. + Drive a positive client experience by collaborating with relevant service teams to resolve issues, reaching out to clients to address survey feedback, and escalating matters that need further assistance or resolution. + Consult with clients to understand their business cash flow cycle and transaction channels, identifying cash management, card, payment & credit solutions and recommend ways for clients to safeguard accounts. + Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of businesses in order to refer and connect clients with bankers or specialists who can help meet their financial needs. + Follow all processes and protocols while protecting the firm by applying sound risk management protocols and adhering to policies, procedures, and regulatory banking requirements. **Required qualifications, capabilities, and skills** + Minimum of 1 year of experience in a portfolio management role, or related business/customer service experience. + Proficient in having customer contact through inbound and outbound calls and video conferencing. + Proficiency in written communication with individuals at all levels, both internally and externally. + Ability to determine priorities and maintain a balanced work approach to achieve business objectives. + Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes. + Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client. **Preferred qualifications, capabilities, and skills** + Bachelor's degree or equivalent work experience. + General knowledge of core Business Products and Services, including Deposit, Lending, and Cash Management. + Proficient in MS Office tools, including Outlook, Excel, Word, and PowerPoint. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $30k-45k yearly est. 32d ago
  • Financial Advisory Services (FAS) Specialist (Insurance Focus)

    State Employees' Credit Union 3.3company rating

    Remote bank specialist job

    If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Purpose To provide and grow the local delivery of insurance related products to members within assigned work area. To engage branch employees on general financial advisory topics to support the referral process. This is a full-time, remote position. 9:00 AM - 6:00 PM -- Tuesday - Saturday. Shifts require working weekends and holidays. Salary to be determined based on education, experience, and licenses. Dimensions This person acts as the primary personal lines (auto, homeowners, etc.) agent for one or more districts, providing quotes and writing policies as needed via phone. The insurance focused FAS Specialist also helps members with their life insurance and annuity needs. Finally, this person works directly with the FAS Contact Center Managers to provide the effective delivery of Financial Advisory Services. Duties Develops or increases proficiency as a life insurance agent to explain coverage options, deliver quotes, and write policies. Develops or increases proficiency as a personal lines insurance agent to explain coverage options, deliver quotes, and write policies. Develops a good understanding of all FAS solutions to coordinate and engage with other specialists as needed to assist with complex scenarios and ensure member needs are being met holistically. Effectively works referrals to ensure members are connected with a qualified FAS employee. Frequently communicates with the FAS Contact Center Managers about activities and results within assigned area. Performs other tasks as assigned. Requirements Must have four-year degree, CCUE Certification, OR Associate of Arts or Associate of Science degree via the North Carolina College Transfer Program (NC-CTP) OR be fully licensed in life insurance and either Property & Casualty OR Personal Lines insurance Must be fully licensed in insurance products OR become fully licensed within 3 months of hire by obtaining the following licenses: Life and Health Insurance Property and Casualty Insurance (NOTE: unlicensed hires will now be solely pursuing the Property and Casualty license.) Some experience in the credit union or financial services industry is preferred. Must maintain all required licenses after obtaining them and satisfy all continuing education requirements. Must demonstrate excellent written and verbal communication skills Must be self-motivated. Must possess an aptitude for meeting people, developing member confidence, respect of members and co-workers, trust of Credit Union. Must be able to quickly adapt to changes in daily work based on immediate needs. Must have strong multi-tasking and organizational skills. Be discreet in performance of duties and hold information about member accounts in strict confidence. Work additional hours when necessary to execute responsibilities. Must complete training, modules and education as directed by management. Must be able to speak English fluently. Must be able to cooperate and collaborate with co-workers. Must be cordial in all interactions with members and co-workers. Must adhere to the work schedule and attendance policy established by manager. Regional travel required. Must possess vehicle and valid driver's license. Job Environment This is a remote work position. May be required to report in-person to the office at the request of management and to travel occasionally for trainings. Office setting with physical proximity to other employees. Some background noise from other employees, copy machine, and telephone. Some aspects of job will be performed at off-site premises. Physical Demands Must be able to comprehend and carry out verbal and written instructions. Sits 50%, walk 25%, and stands 25% of the time. Use hands and fingers to press keys on a computer keyboard to enter or retrieve information. Use hands and fingers to press telephone key pad and lift telephone receiver. Must be able to comprehend phone calls. Must be able to communicate clearly in answering members questions. Must listen well to ascertain the services needed by each member. Climbing stairs may be necessary in branches that are housed on more than one floor. Visual acuity is required to complete necessary documentation. Must be able to lift 5 pounds. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law. Disclaimer State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
    $44k-79k yearly est. Auto-Apply 1d ago
  • Business Banker

    United Community Bank 4.5company rating

    Remote bank specialist job

    Are you passionate about helping small businesses thrive? United Community is in search of a dynamic Business Banker to be the go-to financial expert for small businesses with annual revenues up to $5million. You'll play a pivotal role in managing and deepening client relationships, driving growth and profitability, and uncovering new opportunities through proactive prospecting and networking. If you're passionate about outside sales, enjoy building strong partnerships, and thrive in a collaborative environment, this is the perfect role for you! What You'll Do Sales and Service Excellence: Lead sales initiatives to achieve deposit and loan growth targets, providing exceptional customer services and support through the process Field Engagement: Deliver a branded customer experience by being in the field at least 80% of the time Opportunity Identification: Identify and refer specialized small business opportunities and solutions to clients, conducting relationship reviews Customer Relationship Management: Build and maintain strong relationships with existing and potential clients to understand their financial needs and offer tailored solutions Relationship Building: Foster relationships with key partners such as Branch, Small Business Group, Merchant, Treasury, and other internal partners to increase small business opportunities Credit Advisory: Leverage your knowledge of credit to advise small business owners on solutions services, and digital capabilities that help them achieve their business goals Coaching and Development: Coach, develop, guide, and provide feedback to associates and customers while embodying a service culture Requirements For Success Minimum of 5 years of experience in banking, financial services, or sales with a focus on small business clients Demonstrated ability to identify and understand customers needs, delivering tailored financial solutions Strong business acumen with the ability to assess and support the unique needs of small business clients Excellent verbal and written, communication skills, with strong organizational and time management abilities Proven relationship-building skills and a client-first mindset Proactive and self-motivated approach to sourcing and developing new business opportunities Conditions of Employment Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA Status: Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $60,466.00 - USD $93,119.00 /Yr.
    $60.5k-93.1k yearly Auto-Apply 2d ago
  • Small Business Banker II

    Northwest Bank 4.8company rating

    Bank specialist job in Columbus, OH

    The Small Business Banker II services a wide variety of business loans including commercial and industrial loans, SBA, and commercial real estate while working as part of a team with branches, credit, and product partners. This position develops meaningful relationships and engages in cross- selling credit and noncredit products as appropriate. Essential Functions: Develop new and expanding existing small business relationships Consistently achieve 8-12% year over year net balance sheet growth on an annual basis depending upon market conditions and regional budget assignment Develop partnerships with Branch Managers, Treasury Management Advisors, Merchant Services and Trust and Investment Advisors to promote additional business opportunities and profitability for Northwest Call on potential or existing customers to develop new business as well as retain existing business with companies with revenues generally less than $10 million Engages in joint-calling activity with branch partners at a regular frequency Works to promote cross-sell behaviors personally and within assigned branch territory Interview applicants to develop information concerning their financial needs and repayment ability in order to assess acceptable level of risk Follow current loans to ensure complete compliance with terms Proactively keep abreast of industry trends 25% of calls prospecting new clients and relationships Achieve and exceed budget goals as assigned by Region Actively participate in community affairs Encourage clients to maintain their personal banking at Northwest Prepare electronic loan applications for submission to Credit Make loan presentations and recommendations to Credit, team leaders and senior line of business managers as required Partner with credit to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management, merchant services and other related commercial services Ensure risk ratings are appropriate based on your knowledge of the client As required, collect on delinquent accounts Analyze financial statements and related credit material to assess risk on a continuous basis Complete loan closings as required Provide credit information and references for internal review as requested Ensure all credit files include current financial statements, agency reports, etc. Participate in continued sales and credit training Complete all required Compliance training in a timely basis Ensure compliance with all Regulatory requirements Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Qualifications: Bachelor's Degree Business, Accounting, Finance, Economics, or Marketing preferred 5 - 6 years Business Banking/Branch Management experience with intensive Business Focus required Knowledge of all cash management services Knowledge of credit, SBA (Express, SBA 7a, and SBA 504), and noncredit services and products Knowledge of merchant services #LI-MM1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $27k-54k yearly est. Auto-Apply 60d+ ago
  • Financial Clearance Rep - Rehab Services

    Fairview Health Services 4.2company rating

    Remote bank specialist job

    We are seeking a financial clearance rep (FCR) to join our rehab services team! The FCR must be able to effectively articulate payor information in a manner such that therapists, patients and families gain a clear understanding of financial responsibilities.The FCR will be responsible for completing the insurance and benefits verification to determine the patient's benefit level for outpatient therapy services including physical, occupational, speech, cardiac, pulmonary, and hearing aids/audiology. They will obtain benefit levels, screen payor medical policies to determine if the scheduled procedure meets medical necessity guidelines, submit and manage referral and authorization requests/requirements when necessary, and/or ensure that pre-certification notification requirements are met per payor guidelines. They will provide support and process prior authorization appeals and denials, when necessary, in conjunction with revenue cycle and clinical staff. The FCR makes the decision when and how to work with providers, clinical staff, insurance payors and other external sources to assist in obtaining healthcare benefits. * FTE 1.0, authorized for 80 hours per pay period. * Schedule: Monday-Friday, 8:30am - 5:00pm. * Remote position. * Full benefits such as medical, HSA, dental insurance, vision insurance, 403b, PTO, health & wellbeing resources, Health & Wellness funding, and more! M Health Fairview Rehabilitation offers a broad range of services that serve patients across 10 acute-care hospitals, 3 post-acute settings and 70 outpatient adult and pediatric therapy clinics. Consisting of Physical, Occupational and Speech Therapy as well as Audiology and Cardiac & Pulmonary Rehab, our therapists collaborate with colleagues in all medical settings and offer dozens of specialty programs. As an academic health system with residency and fellowship programs and a rehab-focused clinical quality team, we have a collaborative culture that is centered on learning with an emphasis on evidence based, patient-centered care. Rehab's continuing education program offers continuing education courses per year at no cost to employees. Responsibilities * Practice excellent telephone etiquette and active listening skills. * Identify insurances for all new patients that require information/notification from the site for new, continuing, and observation patients. * Document and track all communication with insurers, clinic staff, and patients. * Document each step taken in the process of acquiring benefits, prior authorization, or confirmation compensability determination. * Document pertinent information for therapist use in contacting insurance carrier if further authorization is necessary. * Enters referrals with all pertinent information into Epic referral entry. * Initiate process to establish company account for worker's compensation patients and all other insurances as needed. * Informs patients/clinic/caregiver of denials by insurance companies when pre-authorizing services. * Contact patients with insurance issues such as termed insurance. * Develop a list of key contacts at insurance companies and develop positive working relationships to facilitate ability to retro-authorize claims and increase reimbursement. * Assist in training new insurance staff * Acquire insurance referrals from PCC, if required by insurance. * Submit appeals to insurances for prior authorization, if needed. * Incorporate new changes in insurance verification and adapt to changes in volume of workload. Required Qualifications * 1 year experience in insurance verification/eligibility, financial securing, prior authorization, or related areas. * Experience with electronic health record software. Preferred Qualifications * Associate of Science * Vocational/Technical Training * Epic experience * Insurance/benefit verification experience * Referrals and/or prior authorization experience * Knowledge of medical terminology and clinical documentation review * 2 years of experience working insurance/benefit verification, financial securing, or related areas using an EHR in a healthcare organization * Knowledge of computer system applications, including Microsoft Office 365 Benefit Overview Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: ***************************************************** Compensation Disclaimer An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored. EEO Statement EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status
    $27k-45k yearly est. Auto-Apply 8d ago
  • Remote Financial Services Specialist

    Ohana Outreach Financial

    Remote bank specialist job

    Job DescriptionThis is a flexible, performance-based role designed for motivated individuals. You'll work remotely, follow a clear client process, and receive structured training and mentorship. Income potential is uncapped. What We Provide Training & mentorship (no experience required) Access to reputable insurance carriers Optional third-party benefits and incentive opportunities Remote work with flexible scheduling Trips, bonuses, and optional benefits are performance-based and not guaranteed. Requirements Life Insurance License (or willing to obtain - state timelines vary) Authorized to work in the U.S. Must pass a background check Self-motivated and comfortable working independently Prior sales, service, or leadership experience is helpful but not required Compensation Commission paid directly by partnered carriers Earnings are based on individual sales performance Opportunities for higher commission tiers and bonuses based on results How to Apply If you're looking for a flexible, sales-driven career helping families protect their financial future, apply today to schedule a short introductory call.
    $29k-46k yearly est. 20d ago
  • Private Banker

    Cfbank 3.7company rating

    Bank specialist job in Columbus, OH

    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
    $23k-27k yearly est. 26d ago
  • Bank Cleaning- Part-Time 3 evenings a week - Sunbury Ohio

    Crystal Clear Building Services

    Bank specialist job in Sunbury, OH

    Full-Service Facility Maintenance Company offering a wide range of janitorial services for industrial, commercial and construction customers throughout Northeast Ohio for the past 28 years. Located in a Southeast suburb of Cleveland, Ohio off I 271 & 480 E. Broadway Forbes exit. Job Description Part Time evening bank cleaners needed 3 days a week M-W-F 6p-7p Pay Rate $15.00 hr. (Reliable transportation is a must) Call or Text ************ to schedule an interview Qualifications Clean Criminal Background, Reliable Transportation Min. 1 year of previous cleaning experience preferred Additional Information All your information will be kept confidential according to EEO guidelines.
    $15 hourly 1d ago
  • Financial Services Representative

    Primerica 4.6company rating

    Remote bank specialist job

    Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker
    $31k-39k yearly est. Auto-Apply 60d+ ago

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