Customer Service - Financial Services Representative
Banker job in Columbus, OH
Immediate need for a talented Customer Service - Financial Services Representative. This is a 06 months contract opportunity with long-term potential and is located in Columbus, Ohio (Hybrid). Please review the job description below and contact me ASAP if you are interested.
Job ID: 25-87269
Pay Range: $18.50 - $19/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan.
Key Responsibilities:
Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.
Start date is flexible.
Looking for contingent worker to work 12 PM to 5 PM Monday through Friday.
Training will be in office but will only be required to come in 2 days per week either Monday and Tuesday or Tuesday and Wednesday after training is completed.
Provides prompt efficient service for assigned product and/or service center internal and external customers.
Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
Reviews, underwrites, and processes applications for annuity contracts, annuity withdrawals, and life withdrawals in accordance with government regulations, contract provisions, and internal procedures and controls.
Requests additional information when necessary.
Communicates with customers, other departments, regional and/or field offices and other industry companies through oral and written communications.
Maintains appropriate records.
Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
Researches and corrects errors.
Demonstrates the initiative and flexibility to identify situations that require exception processing and seek alternatives from more experienced personnel.
Performs other duties as requested.
Key Requirements and Technology Experience:
Key skills; Customer Service, technical proficiency I.e MS office and excel, problem Solving
Four years of work experience. Work experience with undergraduate studies preferred.
General office practices, customer service, and office equipment. Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred.
Basic mathematics and problem-solving techniques. Excel skills preferred.
Ability to prioritize own work within standards.
Effective written and oral communication skills to interact with customers, team members, and management. Decision making skills necessary for customer contacts.
Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action.
Decision making skills necessary for problem identification and correction.
Proven ability to operate a CRT and PC.
High school diploma.
Undergraduate diploma desirable.
Participation in technical coursework such as LOMA, CLU, ChFC desirable.
Our client is a leading Insurance Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type 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.
By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.
Remote Insurance and Investments Financial Services Rep
Remote banker job
Work From Anywhere Part-Time or Full-Time Insurance • Investments • Mortgage Looking for supplemental income or a career change? We train and license you to work in 3 of the most stable, high-paying industries no experience required. What's Included: Paid training + State & Federal licenses (covered)
Flexible schedule perfect for travelers or stay-at-home professionals
No quotas or income caps
Residual income + bonuses + stock options
Tax advantages (1099 contractor)
Requirements:
18+ & no felony record
Reliable Wi-Fi & Zoom access
Self-motivated & trustworthy
Remote Equity Trader Position
Remote banker job
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyResume Bank
Remote banker job
Blue Rose Research develops a wide range of cutting-edge products used by the most important progressive organizations in the country. Our research informs short- and long-term strategy for advancing progressive causes and has a trusted track record among key decision makers.
The team has a storied history and has worked with central players to develop strategy and direct hundreds of millions of dollars of resources. The work produced by Blue Rose Research is widely regarded as among the most technically sophisticated in the space. If you join us, you'll be plugging into a diverse team of decorated engineers, data scientists and political analysts who are closely connected to some of the most important decision makers in the progressive ecosystem.
If you do not see a position available that fits your skillset or would like to stay informed about new roles, please submit your information here.
Note: We can only hire candidates who are lawfully authorized to work in the United States.
Auto-ApplyGeneral Interest - Experienced Investment Banker - Columbus or Cleveland
Banker 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.
Auto-ApplyRemote Traders
Remote banker job
Department
Traders
Employment Type
Full Time
Location
Remote
Workplace type
Onsite
Compensation
Competitive
Reporting To
Management
Key Responsibilities About Seven Points Capital For more information about Seven Points Capital recruitment terms and conditions please click here: ********************************************************************
OTC Trader, US
Remote banker job
Building the Future of Crypto
Our Krakenites are a world-class team with crypto conviction, united by our desire to discover and unlock the potential of crypto and blockchain technology.
What makes us different?
Kraken is a mission-focused company rooted in crypto values. As a Krakenite, you'll join us on our mission to accelerate the global adoption of crypto, so that everyone can achieve financial freedom and inclusion. For over a decade, Kraken's focus on our mission and crypto ethos has attracted many of the most talented crypto experts in the world.
Before you apply, please read the Kraken Culture page to learn more about our internal culture, values, and mission. We also expect candidates to familiarize themselves with the Kraken app. Learn how to create a Kraken account here.
As a fully remote company, we have Krakenites in 70+ countries who speak over 50 languages. Krakenites are industry pioneers who develop premium crypto products for experienced traders, institutions, and newcomers to the space. Kraken is committed to industry-leading security, crypto education, and world-class client support through our products like Kraken Pro, Desktop, Wallet, and Kraken Futures.
Become a Krakenite and build the future of crypto!
Proof of work The team
Kraken's OTC desk is a market leader in one of the most innovative and fast-growing industries in the world. Renowned for our white-glove service, we provide market-making to clients globally, 24/7. Offering deep liquidity for tighter spreads, we deliver a private and personalized service for institutional clients and high-net-worth individuals executing large orders. Our OTC desk ensures discreet, secure, and ultra-competitive execution and settlement services.
We've built a dominant OTC spot desk, expanded into options, and recently launched structured products, and now we're looking for a new OTC Trader to help drive the next phase of growth.
In this role, you'll work with our OTC spot team to interface with clients, manage settlements, and gain exposure to our borrowing and lending operations. Reporting to a Director, this is a great opportunity for a motivated, curious trader to help shape the future of crypto with a leading global brand.
The opportunity
Manage the full lifecycle of cryptocurrency and FX trades.
Handle OTC trading flow for both new and existing counterparties.
Document OTC trades, execute orders, hedge risk, and reconcile positions and P&L.
Settle fiat and crypto positions and perform essential ad-hoc tasks.
Rebalance crypto and FX exposure across various trading venues.
Engage with clients and connect them to the OTC desk.
Identify and capture trading opportunities; execute trades within defined parameters.
Collaborate with internal teams (operations, accounting, settlement) to ensure accurate settlement of transactions.
Work with Kraken traders and cryptocurrency researchers to enhance market knowledge and expertise.
Skills you should HODL
1-5 years of experience in OTC or electronic trading within the financial services and/or crypto space, with strong product knowledge.
A passion for the crypto world-you're familiar with the latest trends, exciting coins, and have a strong learning attitude toward new industry developments.
Experience in trade execution, strong understanding of electronic trading systems, covering front-to-back processes.
A collaborative and learning mindset-you're eager to learn from your peers and thrive in a team environment
Demonstrated ability to build and maintain relationships with institutional clients.
Degree in Finance, Economics, Mathematics, Physics or related degree
#LI-Remote
This job is accepting ongoing applications and there is no application deadline.
Please note, applicants are permitted to redact or remove information on their resume that identifies age, date of birth, or dates of attendance at or graduation from an educational institution.
We consider qualified applicants with criminal histories for employment on our team, assessing candidates in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
Kraken is powered by people from around the world and we celebrate all Krakenites for their diverse talents, backgrounds, contributions and unique perspectives. We hire strictly based on merit, meaning we seek out the candidates with the right abilities, knowledge, and skills considered the most suitable for the job. We encourage you to apply for roles where you don't fully meet the listed requirements, especially if you're passionate or knowledgable about crypto!
As an equal opportunity employer, we don't tolerate discrimination or harassment of any kind. Whether that's based on race, ethnicity, age, gender identity, citizenship, religion, sexual orientation, disability, pregnancy, veteran status or any other protected characteristic as outlined by federal, state or local laws.
Stay in the know
Follow us on Twitter
Learn on the Kraken Blog
Connect on LinkedIn
Candidate Privacy Notice
Auto-ApplySports Trader
Remote banker job
About BetrFounded in 2022 by Joey Levy and Jake Paul, Betr is building the world's first real money gaming super app. The company's first product, Betr Picks, launched in September 2023 and quickly grew to several hundreds of thousands of paying users that have already won $250M on the platform. Betr recently launched Betr Arcade with plans on launching additional new nationwide gaming products within its single app experience in 2025 to further differentiate its product offering. In addition to its single-app experience, Betr's gaming products are differentiated through a unique, simplified user interface that is catered to the casual sports fan and gamer, enabling Betr to capture more of the under-penetrated online gaming addressable market.
Betr's media division, Betr Media, is one of the fastest growing sports gaming media brands in the U.S. and helps support the company's user acquisition and retention efforts.
Betr is backed by Fuel Venture Capital, Aliya Capital Partners, IA Sports Ventures, FinSight Ventures, Florida Funders, Harmony Partners, 8vc, and other top-tier investors.
About The Role:The Betr team is looking for a Sports Trader with enthusiasm and passion for the sports gaming industry. Reporting into our Head of Sports Trading, you will have a direct impact on both revenue profitability and expanding our market offerings. You will be the person behind the odds that our users bet on, using a variety of data to formulate what Betr believes are the most accurate odds, and then managing those odds throughout their lifecycle. This role will require scheduling flexibility and working on holidays and weekends when necessary. You will join a new, exciting, & fast growing team looking to build innovative products! What You'll Do:
Manage risk and liability of all DFS player props games in accordance with Betr risk and trading SOP's
Monitor league news and injuries to make real time market adjustments
Adjust Betr markets in coordination with the market consensus
Assist in analyzing daily reports to ensure proper player profiling as well as other key metrics
Collaborate with operations to enhance the best customer experience
About You:
3+ years of experience trading in a DFS or Sports Betting platform
Strong analytical skills and ability to calculate odds
Highly motivated self-starter with a proactive approach to problem-solving and a passion for staying up-to-date with industry trends and best practices
Problem solving and strong critical thinking
You thrive in a fast paced environment and are not intimidated by ambiguity or change
Excellent verbal, written, and interpersonal skills with the ability to communicate clearly and effectively with team members and stakeholders, both internally and externally
Self-motivated the the ability to drive initiatives from end-to-end, holding yourself to a high standard of excellence
An entrepreneurial mindset with excellent organizational skills, the ability to be flexible, & prioritize responsibilities
Bonus Points:
Passionate and enthusiastic about a wide range of sports
Experience in high pressure and high volume situations
At Betr, we're driven by a shared vision to reshape the sports & gaming industry. As a dynamic startup poised for remarkable growth, we're dedicated to crafting innovative experiences that cater to sports enthusiasts across the nation. We believe in pushing boundaries, embracing diversity, and fostering a collaborative culture that extends beyond the world of sports. Join us in shaping the future of sports entertainment!
Betr provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or gender expression. We deeply understand the value of bringing together a team with different perspectives, educational backgrounds, and life experiences. We encourage people from underrepresented backgrounds to apply
Thank you for your interest in Betr. We look forward to reviewing your application.
Auto-ApplyOTC Trader, US
Remote banker job
At Anchorage Digital, we are building the world's most advanced digital asset platform for institutions to participate in crypto. Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, and the industry's leading security infrastructure. Home to Anchorage Digital Bank N.A., the only federally chartered crypto bank in the U.S., Anchorage Digital also serves institutions through Anchorage Digital Singapore, Porto by Anchorage Digital, and other offerings.
The company is funded by leading institutions including Andreessen Horowitz, GIC, Goldman Sachs, KKR, and Visa, with its Series D valuation over $3 billion. Founded in 2017 in San Francisco, California, Anchorage Digital has offices in New York, New York; Porto, Portugal; Singapore; and Sioux Falls, South Dakota. Learn more at anchorage.com, on X @Anchorage, and on LinkedIn.
Anchorage Digital's trading desk is rapidly growing and seeking a Sales Trader to cover the desk and drive new business. You will interact directly with our many institutional clients, winning their trust by showcasing your market expertise and ensuring their trades are executed and settled properly. As a trading SME, you will have the opportunity to win new business by supporting sales efforts focused in North America. We are investing heavily into our trading technology, and your front-line input will be valuable in prioritizing product features to grow our market share.
We have created the Factors of Growth & Impact to help Villagers better measure impact and articulate coaching, feedback, and the rich and rewarding learning that happens while exploring, developing, and mastering the capabilities and contributions within and outside of the Member of Trading Solutions role: Technical Skills
Ability to expertly execute complex trades with a strict risk-first mindset. The trading desk operates with very high notionals across many liquidity venues, making risk management paramount.
Deep crypto market microstructure expertise. The ability to efficiently decide how available market liquidity across many venues can meet the objectives of a trade, balancing market risk with market impact. You will use judgment to choose optimal execution algorithm parameters, and closely monitor algorithm performance, making adjustments as needed. Every basis point of execution is significant and should be measured and understood.
Traders on the desk use Python to automate manual tasks until the Engineering or Data Science teams deploy more robust solutioning. While Python expertise is not a requirement, you should be comfortable using Python code as needed, and over time develop proficiency in modifying existing code to fit the evolving needs of the desk.
Complexity and Impact of Work
While on coverage, be available to immediately respond to changing exposures, client questions and requests. This includes rotations on weekends and off-hour paging.
Closely follow market narratives to contribute perspectives to internal research efforts, which may be used to increase engagement with trading clients. Coin coverage will span major coins
(relevant to large audiences)
to particular altcoins held by high-value clients.
Organizational Knowledge
Stay updated with the evolving cryptocurrency industry trends, regulatory guidelines, and best practices related to trading and settlements.
Possess a comprehensive understanding of different cryptocurrencies and their underlying technologies, and the operational processes involved in settlement.
Act as a brand ambassador for Anchorage Digital, participating in industry events, building a network of clients and industry peers.
Communication and Influence
Stay up to date with the underlying themes driving market prices and liquidity to deepen client interactions and execution strategies.
Have "executive presence," i.e. confidence and composure interfacing with institutional clients, prospects, and C-level executives.
Act as a mentor for more junior members of the team, ensuring they achieve expertise across processes and empowering them to identify and implement enhancements to the trading desk.
You may be a fit for this role if you have:
5-7 years experience as an OTC trader in the cryptocurrency space.
Demonstrated ability to convert institutional prospects into trading clients.
Although not a requirement, bonus points if:
You're proud of your crypto Twitter feed and ability to uncover narratives driving crypto markets and specific coins.
You enjoy using memes as a method of communication.
You were emotionally moved by the soundtrack to Hamilton, which chronicles the founding of a new financial system. :)
About Anchorage Digital: Who we are
The Anchorage Village, what we call our team, brings together the brightest minds from platform security, financial services, and distributed ledger technology to provide the building blocks that empower institutions to safely participate in the evolving digital asset ecosystem. As a diverse team of more than 300 members, we are united in one common goal: building the future of finance by providing the foundation upon which value moves safely in the new global economy.
Anchorage Digital is committed to being a welcoming and inclusive workplace for everyone, and we are intentional about making sure people feel respected, supported, and connected at work-regardless of who you are or where you come from. We value and celebrate our differences and we believe being open about who we are allows us to do the best work of our lives. Anchorage Digital is an Equal Opportunity Employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status. Anchorage Digital considers qualified applicants regardless of criminal histories, consistent with other legal requirements. “Anchorage Digital” refers to services that are offered either through Anchorage Digital Bank National Association, an OCC-chartered national trust bank, or Anchorage Lending CA, LLC a finance lender licensed by the California Department of Financial Protection and Innovation, License No. 60DBO-11976, or Anchorage Digital Singapore Pte Ltd, a Singapore private limited company, all wholly-owned subsidiaries of Anchor Labs, Inc., a Delaware corporation.
Protecting your privacy rights is important to Anchorage Digital, and we work to maintain the trust and confidence of our clients when handling personal or financial information. Please see our privacy policy notices here.
Auto-ApplyFuture Role at Catio
Remote banker job
Catio is building the world's first AI-powered Copilot for Tech Architecture-helping CTOs, architects, and developers plan high-ROI architectures, modernize and optimize their tech stacks, and make faster, smarter decisions using AI-driven intelligence. Backed by top-tier VCs and led by industry experts in AI, cloud, and enterprise architecture, we aim to democratize the intelligence and know-how for designing, evaluating, and evolving world-class tech stacks across industries worldwide.
Join Our Talent Community for Future Roles at Catio
Although we may not have a role open for you currently, we're in the midst of aggressive scaling and are always on the lookout for exceptional individuals to join our dynamic team in the future. We encourage you to apply.
Why Consider a Future at Catio?
Innovative Impact: We're not just developing a product; we're building a platform that has the potential of revolutionizing how companies can harness world class level tech stacks to propel their business.
Culture of Collaboration: Thrive in a fully remote workplace that champions diversity, creativity, and thought leadership, working from anywhere with an amazing team.
Unmatched Benefits: Enjoy a comprehensive benefits package, including health, dental, vision insurance, unlimited PTO, and a supportive work-life balance.
Be Part of Something Bigger: Your work at Catio will have a tangible impact on companies worldwide, democratizing access to advanced tech architecture intelligence and know-how.
Who We're Looking For:
We're keen to connect with exceptional individuals who are passionate about technology, eager to tackle challenges, and ready to contribute to a dynamic team. While we're not hiring now and are gearing up to scale aggressively toward middle 2024, we're interested in hearing from individuals across various disciplines who believe they can become bar-raisers and can contribute meaningfully to our mission, to build the relationship!
How to Express Interest:
If you're inspired by the prospect of shaping the future of tech stack architectures and want to be considered for future opportunities with Catio, we invite you to share your resume and a brief note about your interest and potential fit for our team. Join our talent community today, and be the first to know about exciting roles as they become available.
Catio: Where Your Future Is Built Today
Shape the Future with Catio
Join a world-class team of AI, engineering, and business leaders from Splunk, Atlassian, Dropbox, and more to build a category-defining platform.
At Catio, we offer top-tier compensation for startups at our stage, ensuring highly competitive salaries along with significant equity in a rapidly growing, VC-backed company. We are also committed to fostering an inclusive and diverse workplace and welcome applicants of all backgrounds and identities.
Join us and help revolutionize how companies plan and optimize their tech stacks using AI-driven intelligence!
Auto-ApplyProgrammatic Trader (Advertising / Media)
Remote banker job
Every day, CivicScience gathers opinions from millions of consumers on thousands of topics that provide high-velocity insights to leading brands. If there's a question critical to the marketing strategy of the Global 2000, CivicScience has the data.
CivicScience improves data-driven advertising across the open Web through the use of responsibly sourced, high-quality audience segments, without dependence on third-party cookies. We are seeking a detail-oriented Programmatic Trader to join our Advertising team and leverage the direct user engagement of our consumer insights platform.
You'll be a key player on our growing Advertising Trading team, driving the success of programmatic campaigns across DSPs and SSPs, while owning full-funnel campaign execution -- from launch through optimization and performance analysis. This role is ideal for someone who thrives in a startup environment, takes initiative without being prompted, and brings fresh, strategic ideas to the table.
Key Responsibilities
End-to-End Campaign Management: Independently launch and optimize programmatic ad campaigns via leading DSPs (The Trade Desk, Viant, Basis) and SSPs (Xandr Curate, Index Exchange, Media.net)
Technical Execution: Handle all pre-launch setups, including pixel creation, creative trafficking, audits, and measurement tracking
Performance Optimization: Monitor campaign health and drive performance across KPIs through continuous data-driven adjustments and strategic thinking
Collaboration & Strategy: Partner with internal teams (Product, Sales, Account Management) to build tailored campaign strategies that meet advertiser goals
Troubleshooting & Insights: Resolve PMP deliver challenges and identify revenue opportunities, even with limited data
Measurement-Driven Focus: Own measurement studies and real-time performance analytics to validate and refine strategy
Innovation-First Approach: Bring new ideas and proactive solutions to enhance processes, tools, and outcomes across the trading organization
Trusted Technical Liaison: Act as a key technical point of contact for both internal stakeholders and external clients
Qualifications & Experience
3+ years of hands-on DSP experience, launching and optimizing campaigns
3+ years working with SSPs, including direct deal ID setups and PMP execution
Strong command of audience targeting, first- and third-party data strategies, and measurement best practices
Proficiency with Excel and campaign analytics platforms
Excellent multitasking skills with the ability to manage multiple campaigns and stakeholders
Analytical and solutions-driven mindset with the ability to think strategically and act tactically
Proficiency in Google Workspace products, HubSpot, and other ad tech products
Benefits & Expectations
Join a company that values innovation and creativity and works with cutting-edge ad tech to influence major business decisions, shape the future of advertising, and make a real-world impact. Benefits include:
Company paid medical, dental, and vision premiums for you and your legal dependents
Company paid life insurance plus short- & long-term disability coverage
Flexible spending accounts for medical and dependent care
Employee assistance programs
Unlimited PTO
401(k)
Travel and educational opportunities
This is a remote (work from home) role with flexibility, autonomy, and a preference for candidates in the Eastern Time Zone.
Working at CivicScience
CivicScience has a vibrant, high-energy work culture with ambitious, innovative, and forward-thinking team members. Our three business units - Media Partnerships, CivicScience Intelligence, and Advertising Solutions - work together to fuel CivicScience's goals and objectives.
We've been recognized for our work in the Inc. 5000, Pittsburgh Top Workplaces 2022, Pittsburgh Business Times Fast 50, GRIT Top 50 Innovative Supplier, Pittsburgh Technology Council's Tech 50 (winner), and Mental Health America's Bell Seal program (Gold winner, 2024 & 2025).
More about CivicScience
CivicScience is a consumer analytics and advertising platform. Our proprietary, always on, data collection engine captures over 1M survey responses daily, creating the most dynamic, real-time understanding of consumer wants, needs, and intentions in a constantly changing world. Powered by our premium media partnerships, our attitudinal database helps brands and media companies retain and grow existing customers while reaching and acquiring new ones.
Our clients use CivicScience's unique dataset to inform advertising, communications, product, and financial strategies that drive superior business outcomes. Join the conversation.
Auto-ApplyChase Auto Commercial Banker - Virginia
Remote banker job
Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers. It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing.
As a Banker III in Chase Auto/Dealer Commercial Services (DCS) , you will be managing an existing loan and deposit portfolio of automotive dealerships. You will build and maintain relationships with dealership key decision makers, dealer groups, manufacturer partners, and existing clients.
Job responsibilities
Execute the strategies and the business priorities of the Region to grow the business and support current initiatives.
Prospect and grow commercial product offerings, with emphasis on deposit growth, and leverage the existing DCS relationships to grow retail business.
Support Private Label and original equipment manufacturer (OEM) floor plan rooftop goals.
Manage the profitability and performance of assigned portfolio.
Partner effectively with Merchant Services, Investment Bank, Credit Card, Private Bank and Consumer Bank to deliver firmwide value to our clients.
Analyze and document the effectiveness of sales performance and results as related to KPMs.
Serve as a subject matter expert for the regional sales team; provide mentoring, leadership, and training as needed.
Adhere to the firm's Code of Conduct and controls/compliance.
Required qualifications, capabilities and skills
Bachelor's degree
10+ years of experience in commercial banking or business banking.
Strong knowledge and understanding of Deposits and Treasury products and solutions.
Experience in asset-based lending, floorplan financing, commercial real estate, and acquisition financing.
Minimum ten years proven relationship building and influencing skills, with the ability to establish credibility and strong client relationships, as well as partnerships with senior business and control partners.
Knowledge of accounting principles and financial statement analysis
Strategic thinker who supports the goals and direction of the firm
Ability to partner across lines of businesses and leverage internal resources.
Strong knowledge of regulatory and control framework
Preferred qualifications, capabilities and skills
MBA
Knowledge of consumer lending
Formal credit training
Automotive industry
THIS IS A WORK FROM HOME POSITION BUT WILL BE COVERING THE VIRGINIA MARKET. TRAVEL WILL BE 50-60%.
Auto-ApplyBank Cleaning- Part-Time 3 evenings a week - Sunbury Ohio
Banker 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.
Business Banker
Remote banker job
Business Banker
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 $5 million. 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 service 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:
5 years of relevant work experience in banking and/or sales
Requires a candidate who excels at identifying customer needs
Strong business acumen to assess the needs of small business clients
Strong verbal, written communication, and organizational skills
Excellent relationship building skills
Proactive approach to generating new business
Conditions of Employment:
Must be able to pass a criminal background & credit check
This is a full-time, non-remote position
FLSA Status:
Non-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.
Auto-ApplyUniversal Banker
Banker job in Sunbury, OH
The Middlefield Banking Company is a full service FDIC-insured commercial bank and LPL Financial brokerage headquartered in Middlefield, Ohio. We have 21 branches serving Beachwood, Chardon, Cortland, Dublin, Garrettsville, Mantua, Middlefield, Newbury, Plain City, Powell, Orwell, Solon, Sunbury, Twinsburg, Westerville, Bellefontaine, Marysville, Ada, and Kenton. The Bank also operates a Loan Production Office in Mentor, Ohio.
Dating back to 1901, The Middlefield Banking Company has been a leader in delivering quality personal financial service to its communities. We are continually recognized as one of the most profitable community banks in the U.S. If you are you seeking an opportunity to learn more or have a desire to start or advance your career in the banking industry, the Middlefield Banking Company is looking for enthusiastic team members to join our team!
Summary of Universal Banker Duties: Provides account services to customers: opening new accounts, receiving deposits and loan payments, cashing checks, issuing savings withdrawals; recording night and mail deposits; selling cashier's checks; answering questions in person or on telephone; daily reconciliation of drawer; promoting to other bank products/services.
To be successful as a Universal Banker at Middlefield Bank:
Experience in opening new accounts for both consumers and businesses
Experienced and knowledgeable in cash handling skills
Outstanding customer service skills
Proficient with Microsoft Office and data entry skills
Works with integrity and honesty in a team atmosphere
Background Check and Credit Check Notice: As part of our standard hiring process, The Middlefield Banking Company conducts background checks and credit checks on all potential employees. This is done to ensure the safety and security of our workplace, as well as to assess an individual's eligibility for certain roles that require financial responsibility. Any job offer made will be contingent upon the successful completion of these checks.
The Middlefield Banking Company is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, pregnancy, veteran status or any other protected characteristic as outlined by federal, state, or local laws.
Auto-ApplySmall Business Banker II
Banker 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.
Auto-ApplyPatient Financial Services Representative III
Remote banker job
Fairview is looking for a Patient Financial Services Representative III to join our team! This is a fully remote position approved for a 1.0 FTE (80 hours per pay period) on the day shift. The DME/Follow-up/Billing department manages patient accounts by applying strong knowledge of insurance guidelines, denial codes, collection practices, and customer service. The team independently resolves billing concerns, processes correspondence and payment research, reviews explanations of benefits, and communicates clearly with patients, payers, and vendors to ensure timely and accurate claim resolution. Additional responsibilities include managing bad debt, completing refunds, verifying insurance, securing authorizations, and confirming sales orders in alignment with payer and compliance requirements.
Responsibilities
* Manages and resolves complex patient accounts by ensuring accurate financial transactions, appropriate reimbursements, and timely follow-up with payers, patients, and internal partners.
* Performs daily work with high accuracy and productivity, following departmental best practices while identifying and implementing process improvements.
* Serves as a subject matter expert with advanced knowledge of revenue cycle workflows, systems (including Brightree, expected payment calculations), payer policies, and regulatory requirements.
* Conducts detailed investigations of high-complexity accounts, processes internal and external correspondence, and ensures clear, professional communication.
* Utilizes multiple systems and payer portals to secure payment, verify insurance/demographics, apply correct adjustments, and educate patients/guarantors on financial responsibilities.
* Provides mentorship and support to team members, leading discussions, facilitating meetings, and contributing to high-visibility projects.
* Collaborates across departments to expedite account resolution and support business outcomes through accurate documentation, single-touch resolution, and continuous workflow optimization.
Required Qualifications
* 2 years in a medical billing office setting or relevant experience
* Organizational skills, Communication skills, Attention to detail
* Ability to problem solve and able to utilize resources independently
Preferred Qualifications
* 2 years of medical billing office setting experience
* MS Office experience
* Coordination of benefits experience
* Epic, Brightree, Billing Bridge, or comparable software account experience
* Experience working with medical terminology
* Experience working with CPT-4 and ICD-10
* Extensive knowledge of FV account review experience
* Extensive knowledge of FV system applications
* Extensive knowledge of FV RCM workflows
* Billing certification
* Substantial system super user experience
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
Auto-ApplyChase Auto Commercial Banker - Virginia
Remote banker job
JobID: 210684481 JobSchedule: Full time JobShift: : Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers. It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing.
As a Banker III in Chase Auto/Dealer Commercial Services (DCS) , you will be managing an existing loan and deposit portfolio of automotive dealerships. You will build and maintain relationships with dealership key decision makers, dealer groups, manufacturer partners, and existing clients.
Job responsibilities
* Execute the strategies and the business priorities of the Region to grow the business and support current initiatives.
* Prospect and grow commercial product offerings, with emphasis on deposit growth, and leverage the existing DCS relationships to grow retail business.
* Support Private Label and original equipment manufacturer (OEM) floor plan rooftop goals.
* Manage the profitability and performance of assigned portfolio.
* Partner effectively with Merchant Services, Investment Bank, Credit Card, Private Bank and Consumer Bank to deliver firmwide value to our clients.
* Analyze and document the effectiveness of sales performance and results as related to KPMs.
* Serve as a subject matter expert for the regional sales team; provide mentoring, leadership, and training as needed.
* Adhere to the firm's Code of Conduct and controls/compliance.
Required qualifications, capabilities and skills
* Bachelor's degree
* 10+ years of experience in commercial banking or business banking.
* Strong knowledge and understanding of Deposits and Treasury products and solutions.
* Experience in asset-based lending, floorplan financing, commercial real estate, and acquisition financing.
* Minimum ten years proven relationship building and influencing skills, with the ability to establish credibility and strong client relationships, as well as partnerships with senior business and control partners.
* Knowledge of accounting principles and financial statement analysis
* Strategic thinker who supports the goals and direction of the firm
* Ability to partner across lines of businesses and leverage internal resources.
* Strong knowledge of regulatory and control framework
Preferred qualifications, capabilities and skills
* MBA
* Knowledge of consumer lending
* Formal credit training
* Automotive industry
THIS IS A WORK FROM HOME POSITION BUT WILL BE COVERING THE VIRGINIA MARKET. TRAVEL WILL BE 50-60%.
Auto-ApplyUniversal Banker II / Loan Officer
Remote banker job
Universal Banker II / Loan officer
Who we are
SMW Financial Credit Union was established in 1953 to assist members' financial needs in a credit cooperative. Our mission is to build trusted relationships and strong financial futures for our members. Membership is open to anyone who lives, works, worships, goes to school, or volunteers in Anoka, Hennepin, Ramsey, or Washington Counties of Minnesota. We play an active role in supporting those communities through volunteerism and financial education. offer everything from home-buying seminars to loan and deposit products, to investment services, to free financial advice to our members.
At SMW, you're part of a team that is energetic, hardworking, and dedicated. We're proudly building the best possible team to serve the needs of our members.
Our philosophy is member-centric - loyal members are the key to our success, so we are service-oriented team players with strong interpersonal skills, and great attitudes and are adaptable to a changing environment. We hold to the adage “hire for attitude and train for skill.”
Founded on the credit union motto of “people helping people,” we look for candidates who want to make a difference. We have the tools and training for the right individuals to live our member-centric philosophy - to build trusting relationships and strong financial futures.
Description
SMW Financial Credit Union has an immediate need for a Universal Banker II/Loan Officer at our Lino Lakes branch. New hires will receive a $1000.00 sign-on bonus ($500 after 90 days, $500 aftwr 180 days). This position is responsible for establishing and strengthening member relationships by acting as a trusted advisor in identifying sales opportunities beneficial to each member. A Universal Banker II is responsible for opening and closing accounts, originating, underwriting and closing loans, cross selling products and services by providing personal and excellent member service. In addition, this position acts as back-up to the frontline staff as business needs dictate.
Minimum Qualifications
High School Diploma or GED
2 years of banking and lending experience
Background study and credit checks required
Proven sales experience
Previous experience meeting lending goals
Ability and willingness to work out of our Maplewood branch as business needs dictate
Proficient knowledge of MS Office Software
High degree of accuracy and close attention to detail
Excellent verbal and written communication skills
Ability to problem solve and multitask in a busy environment while maintaining a member focused professional demeanor.
Proven team player
Ability to sit or stand for long periods of time
The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Job Type: Full-time
Benefits:
At SMW, we emphasize the importance of teamwork, an ongoing commitment to learning and training, and a positive work environment. Employees receive generous and comprehensive benefits packages which include:
401(k)
401(k) matching
Dental/Vision insurance
Flexible spending account and health savings account
Traditional and High Deductible health plan options available including no-cost plans.
Life insurance
Paid time off, including Federal Holidays
Employee Assistance Program
Optional AFLAC supplemental insurance
Education and training opportunities
Physical setting:
Office
Schedule:
7.5-8 hour shift
Weekend availability, typically once every 5 weeks (Working from home answering phone calls Saturdays 8:45-12:15)
Supplemental pay types:
Signing bonus
Ability to commute/relocate:
Lino Lakes, MN 55014: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):
In your recent work history have you worked for the same employer for at least one year?
Do you have access to reliable transportation?
Education:
High school or equivalent (Required)
Experience:
Sales: 1 year (Required)
Cash handling: 1 year (Required)
Banking: 2 years (Required)
Microsoft Office: 1 year (Preferred)
Work Location: One location, occasionally may work at our Maplewood office.
Financial Services Representative
Remote banker 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