Associate jobs at Bartlett Wealth Management - 177 jobs

JobID: 210688163 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $68,400.00-$109,000.00 Join a dynamic team driving impactful change in equipment finance operations. Be part of a group that values innovation and collaboration. Apply today to help shape the future of our business! Job Summary As an Equipment Finance Loan Origination Analyst in Equipment Finance Onboarding, you guide and support a production team to deliver an exceptional customer experience. You partner with leadership to implement transformation initiatives and serve as an escalation point for contract data setup and booking processes. You reinforce priorities that support the Equipment Finance strategic plan and adapt responsibilities as business needs evolve. Job Responsibilities * Serve as point of contact for segments and roles served, managing pipeline priorities * Address transaction processing escalations and participate in deal team meetings * Resolve quality control escalations and partner with the quality control team to recalibrate onboarding processes * Foster partnerships across onboarding sites, operations, sales, bankers, legal, asset team, structuring, and underwriting officers to manage workflow and SLA adherence * Promote a culture of continuous improvement, encouraging new ideas and empowering the team * Develop, draft, and maintain job aides throughout onboarding transformation * Identify and implement training opportunities based on data quality and accuracy, guiding according to policies and procedures Required Qualifications, Capabilities, and Skills * 4 years of experience in equipment finance, loan origination, or related operations * Demonstrated ability to lead and guide teams in a fast-paced environment * Strong communication and partnership skills across multiple business functions * Experience resolving escalations and managing priorities * Proven ability to drive process improvements and transformation initiatives * Proficiency in workflow management and adherence to service level agreements * Ability to develop training materials and job aides * Attention to detail and commitment to data quality * Flexibility to adapt responsibilities as business needs change * Experience working with cross-functional teams * Willingness to become a subject matter expert in equipment finance products Preferred Qualifications, Capabilities, and Skills * Experience with syndicated and bilateral leases and loans * Background in commercial or private banking operations * Knowledge of asset types such as aircraft, marine, and rail * Experience with global operations teams * Familiarity with structuring and underwriting processes * Advanced problem-solving and analytical skills * Experience implementing transformation initiatives in financial services

As a Strategic Analytics - Associate in Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. The Strategic Analytics - Associate will support the Risk team for the Auto Finance portfolio by conducting data-driven analyses, developing actionable insights, and collaborating with cross-functional partners to optimize loss assessments. This role offers the opportunity to work in a dynamic environment, present findings to senior management, and contribute to key business initiatives across Chase Auto. Job responsibilities: Complete analytical tasks independently and as part of a team, including problem identification, objective setting, data discovery, analysis of large datasets, and synthesis of findings into actionable recommendations and presentations. Partner with the Acquisition Risk Criteria team to analyze the relationship between credit performance and policy, supporting the optimization of acquisition strategies. Build strong relationships with Business Operations, Finance, Product/Pricing, Collections, and IT teams to implement loss assessment changes. Maintain and update industry and competitor insights to assess portfolio positioning and identify opportunities for optimization. Support senior management with ad hoc requests, such as preparing talking points for investor meetings and presentations. Serve as a subject matter expert on credit losses for business initiatives across Chase Auto. Required qualifications, capabilities, and skills: BA/BS in Finance, Economics, Statistics, or a related field; 2+ years of relevant experience. Strong quantitative and analytical problem-solving skills. Experience with statistical analysis and data mining using SAS, SQL, or Python. Effective written and verbal communication skills, with the ability to present analysis and results. Ability to understand complex concepts and clearly articulate recommendations in a fast-paced environment. Demonstrated work ethic and intellectual curiosity. Proactive and results-driven. Willingness to ask challenging questions and challenge the status quo. Confident presence; comfortable interacting with and presenting to all levels of management. Proficiency in Microsoft Office applications. Preferred qualifications, capabilities, and skills: Professional designation or advanced degree preferred.

JobID: 210687961 JobSchedule: Full time JobShift: : As a Strategic Analytics - Associate in Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. The Strategic Analytics - Associate will support the Risk team for the Auto Finance portfolio by conducting data-driven analyses, developing actionable insights, and collaborating with cross-functional partners to optimize loss assessments. This role offers the opportunity to work in a dynamic environment, present findings to senior management, and contribute to key business initiatives across Chase Auto. Job responsibilities: * Complete analytical tasks independently and as part of a team, including problem identification, objective setting, data discovery, analysis of large datasets, and synthesis of findings into actionable recommendations and presentations. * Partner with the Acquisition Risk Criteria team to analyze the relationship between credit performance and policy, supporting the optimization of acquisition strategies. * Build strong relationships with Business Operations, Finance, Product/Pricing, Collections, and IT teams to implement loss assessment changes. * Maintain and update industry and competitor insights to assess portfolio positioning and identify opportunities for optimization. * Support senior management with ad hoc requests, such as preparing talking points for investor meetings and presentations. * Serve as a subject matter expert on credit losses for business initiatives across Chase Auto. Required qualifications, capabilities, and skills: * BA/BS in Finance, Economics, Statistics, or a related field; 2+ years of relevant experience. * Strong quantitative and analytical problem-solving skills. * Experience with statistical analysis and data mining using SAS, SQL, or Python. * Effective written and verbal communication skills, with the ability to present analysis and results. * Ability to understand complex concepts and clearly articulate recommendations in a fast-paced environment. * Demonstrated work ethic and intellectual curiosity. * Proactive and results-driven. * Willingness to ask challenging questions and challenge the status quo. * Confident presence; comfortable interacting with and presenting to all levels of management. * Proficiency in Microsoft Office applications. Preferred qualifications, capabilities, and skills: * Professional designation or advanced degree preferred.

JobID: 210691366 JobSchedule: Full time JobShift: : Ready to transform data into impactful insights? Join us as a Quantitative Analytics Associate and make your mark with our dynamic team! Dive into data analysis, support diverse Lines of Businesses such as Auto Finance and Business Banking and drive strategic decision while advancing your career. With highly supportive leadership and programs to foster growth and career mobility, your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential. As a Quantitative Analytics Associate- Remediations & Corrections in Regulatory Operations, you will be crucial in identifying, classifying, and resolving customer impacts stemming from business process or operational disruptions at JPMorganChase. You will address affected customers by recalculating and crediting finance charges, fees, and processing account adjustments to rectify account issues and to succeed, you must be highly motivated, analytical, detail-oriented, and an outstanding problem solver who takes pride in managing customer issues comprehensively and delivering exceptional service. Job responsibilities * Collaborate with key stakeholders across the firm to understand case contexts and translate high-level requirements into detailed analytic steps. * Query databases and manipulate data to identify correction populations, analyze financials, and create execution files using account, customer, and transaction-level data. * Ensure accuracy in analytics by maintaining attention to detail and supporting the independent validation team with case requirements and code review. * Automate repetitive analytics steps across cases using SAS macros and other relevant tools. * Develop and apply analytics skills to deliver best-in-class solutions for customer issue treatment. Required qualifications, capabilities, and skills * Bachelor's degree in a quantitative discipline (Mathematics, Statistics, Physics, Engineering, Economics, Finance or related fields) * Strong analytical and problem-solving skills with demonstrated ability to manage complex customer issues. * Proficiency in data analysis tools and techniques (e.g., SAS, SQL, Python, R). * Excellent attention to detail and commitment to accuracy. * Ability to communicate complex findings clearly to both technical and non-technical stakeholders. * Experience working in a fast-paced, deadline-driven environment with ability to work collaboratively across multiple teams and lines of business. * High level of motivation and initiative with strong organizational and time management skills, and commitment to delivering exceptional customer service.

As a Strategic Analytics - Associate in Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. The Strategic Analytics - Associate will support the Risk team for the Auto Finance portfolio by conducting data-driven analyses, developing actionable insights, and collaborating with cross-functional partners to optimize loss assessments. This role offers the opportunity to work in a dynamic environment, present findings to senior management, and contribute to key business initiatives across Chase Auto. Job responsibilities: + Complete analytical tasks independently and as part of a team, including problem identification, objective setting, data discovery, analysis of large datasets, and synthesis of findings into actionable recommendations and presentations. + Partner with the Acquisition Risk Criteria team to analyze the relationship between credit performance and policy, supporting the optimization of acquisition strategies. + Build strong relationships with Business Operations, Finance, Product/Pricing, Collections, and IT teams to implement loss assessment changes. + Maintain and update industry and competitor insights to assess portfolio positioning and identify opportunities for optimization. + Support senior management with ad hoc requests, such as preparing talking points for investor meetings and presentations. + Serve as a subject matter expert on credit losses for business initiatives across Chase Auto. Required qualifications, capabilities, and skills: + BA/BS in Finance, Economics, Statistics, or a related field; 2+ years of relevant experience. + Strong quantitative and analytical problem-solving skills. + Experience with statistical analysis and data mining using SAS, SQL, or Python. + Effective written and verbal communication skills, with the ability to present analysis and results. + Ability to understand complex concepts and clearly articulate recommendations in a fast-paced environment. + Demonstrated work ethic and intellectual curiosity. + Proactive and results-driven. + Willingness to ask challenging questions and challenge the status quo. + Confident presence; comfortable interacting with and presenting to all levels of management. + Proficiency in Microsoft Office applications. Preferred qualifications, capabilities, and skills: + Professional designation or advanced degree preferred. 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

Job DescriptionDescription: Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client's needs. The Universal Associate will travel between ERIEBANK Ashtabula and Mentor offices. Universal Associates follow our bank philosophy: See It, Own It, Solve It and Find a Way to Say Yes. PROVIDE ENHANCED CLIENT SERVICE Enthusiastically greet our clients and engage in conversation. Move throughout the lobby to interact with clients and serve them. Be a standout colleague and chief educator who has engaging conversations with clients to uncover opportunities for product and service recommendations. Grow new business and drive referrals to branch colleagues and product specialists to support broader financial needs of clients. Deliver the WOW experience to our clients by promising to do everything in our power to provide an unforgettable banking experience with every interaction. Focus on mastering all Universal Associate responsibilities and quickly resolve problems with the utmost integrity and confidentiality. FOSTER OUR CULTURE Possess and display a positive approach in managing change, while demonstrating excellent communication skills through effective conversations and collaboration. Be the source of outstanding client and employee experiences. Seek opportunities to support volunteerism in the local community's awareness events, increase the bank's outreach, and develop new business. PROMOTE DIGITAL AWARENESS Explore and educate clients on alternative digital channels of delivery, products, and services. Accept and demonstrate advancements in banking technology and internal applications. FOCUS ON ACCURACY AND ATTENTION TO DETAIL Perform accurate transactions, maintenance for clients, account opening and consumer lending at a high level. Enforce to associate policies, procedures, and client service standards. Specific daily job tasks and expectations are further defined within our Universal Associate and Associate Manuals. SEEK PROFESSIONAL DEVELOPMENT OPPORTUNITIES Take advantage of progressing from opening accounts to consumer, home equity loans/lines, and mortgage lending through four levels of universal associate training and beyond. Training Tracks are crafted to help understand how this job affects other areas of the bank, provide tools to have effective conversations, and be successful in this new role. Annual, job-specific training opportunities are assigned and/or available for timely completion. Some travel may be required. Requirements: QUALIFICATIONS, EDUCATION, AND EXPERIENCE: To perform this job successfully, we ask an individual to perform each essential job requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. If required an obtainment of a Unique Identifier from the Nationwide Mortgage Licensing System (NMLS). A background screening will be conducted. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and optimally. TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines and any other computer programs pertinent to performing job duties. MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve exciting problems involving several variables in a standardized situation. PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position operates in a professional office environment with considerable time standing while using office equipment such as computers, phones, and printers. The ability to lift or move 25lbs on occasion is required. Noise level is moderate with constant communication and interactions with others. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite. BENEFITS Medical, Dental, Vision & Life Insurance 401K with company match and profit-sharing program Paid Time Off & Recognized Holidays Leave policies Voluntary Benefit Options (Life, Accident, Critical Illness, & Pet) Hospital Indemnity Employee Assistance Program Employee Health & Wellness Program Special Loan and Deposit Rates Gradifi Student Loan Paydown Plan Rewards & Recognition Programs and much more! Eligibility requirements apply. ERIEBANK is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion. ****************************************************************************************************************

Full-time Description Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client's needs. The Universal Associate will travel between ERIEBANK Ashtabula and Mentor offices. Universal Associates follow our bank philosophy: See It, Own It, Solve It and Find a Way to Say Yes. PROVIDE ENHANCED CLIENT SERVICE Enthusiastically greet our clients and engage in conversation. Move throughout the lobby to interact with clients and serve them. Be a standout colleague and chief educator who has engaging conversations with clients to uncover opportunities for product and service recommendations. Grow new business and drive referrals to branch colleagues and product specialists to support broader financial needs of clients. Deliver the WOW experience to our clients by promising to do everything in our power to provide an unforgettable banking experience with every interaction. Focus on mastering all Universal Associate responsibilities and quickly resolve problems with the utmost integrity and confidentiality. FOSTER OUR CULTURE Possess and display a positive approach in managing change, while demonstrating excellent communication skills through effective conversations and collaboration. Be the source of outstanding client and employee experiences. Seek opportunities to support volunteerism in the local community's awareness events, increase the bank's outreach, and develop new business. PROMOTE DIGITAL AWARENESS Explore and educate clients on alternative digital channels of delivery, products, and services. Accept and demonstrate advancements in banking technology and internal applications. FOCUS ON ACCURACY AND ATTENTION TO DETAIL Perform accurate transactions, maintenance for clients, account opening and consumer lending at a high level. Enforce to associate policies, procedures, and client service standards. Specific daily job tasks and expectations are further defined within our Universal Associate and Associate Manuals. SEEK PROFESSIONAL DEVELOPMENT OPPORTUNITIES Take advantage of progressing from opening accounts to consumer, home equity loans/lines, and mortgage lending through four levels of universal associate training and beyond. Training Tracks are crafted to help understand how this job affects other areas of the bank, provide tools to have effective conversations, and be successful in this new role. Annual, job-specific training opportunities are assigned and/or available for timely completion. Some travel may be required. Requirements QUALIFICATIONS, EDUCATION, AND EXPERIENCE: To perform this job successfully, we ask an individual to perform each essential job requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. If required an obtainment of a Unique Identifier from the Nationwide Mortgage Licensing System (NMLS). A background screening will be conducted. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and optimally. TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines and any other computer programs pertinent to performing job duties. MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve exciting problems involving several variables in a standardized situation. PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position operates in a professional office environment with considerable time standing while using office equipment such as computers, phones, and printers. The ability to lift or move 25lbs on occasion is required. Noise level is moderate with constant communication and interactions with others. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite. BENEFITS Medical, Dental, Vision & Life Insurance 401K with company match and profit-sharing program Paid Time Off & Recognized Holidays Leave policies Voluntary Benefit Options (Life, Accident, Critical Illness, & Pet) Hospital Indemnity Employee Assistance Program Employee Health & Wellness Program Special Loan and Deposit Rates Gradifi Student Loan Paydown Plan Rewards & Recognition Programs and much more! Eligibility requirements apply. ERIEBANK is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion. ****************************************************************************************************************

Full-time Description Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client's needs. Universal Associates follow our bank philosophy: See It, Own It, Solve It and Find a Way to Say Yes. PROVIDE ENHANCED CLIENT SERVICE Enthusiastically greet our clients and engage in conversation. Move throughout the lobby to interact with clients and serve them. Be a standout colleague and chief educator who has engaging conversations with clients to uncover opportunities for product and service recommendations. Grow new business and drive referrals to branch colleagues and product specialists to support broader financial needs of clients. Deliver the WOW experience to our clients by promising to do everything in our power to provide an unforgettable banking experience with every interaction. Focus on mastering all Universal Associate responsibilities and quickly resolve problems with the utmost integrity and confidentiality. FOSTER OUR CULTURE Possess and display a positive approach in managing change, while demonstrating excellent communication skills through effective conversations and collaboration. Be the source of outstanding client and employee experiences. Seek opportunities to support volunteerism in the local community's awareness events, increase the bank's outreach, and develop new business. PROMOTE DIGITAL AWARENESS Explore and educate clients on alternative digital channels of delivery, products, and services. Accept and demonstrate advancements in banking technology and internal applications. FOCUS ON ACCURACY AND ATTENTION TO DETAIL Perform accurate transactions, maintenance for clients, account opening and consumer lending at a high level. Enforce to associate policies, procedures, and client service standards. Specific daily job tasks and expectations are further defined within our Universal Associate and Associate Manuals. SEEK PROFESSIONAL DEVELOPMENT OPPORTUNITIES Take advantage of progressing from opening accounts to consumer, home equity loans/lines, and mortgage lending through four levels of universal associate training and beyond. Training Tracks are crafted to help understand how this job affects other areas of the bank, provide tools to have effective conversations, and be successful in this new role. Annual, job-specific training opportunities are assigned and/or available for timely completion. Some travel may be required. Requirements QUALIFICATIONS, EDUCATION, AND EXPERIENCE To perform this job successfully, we ask an individual to perform each essential job requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. If required an obtainment of a Unique Identifier from the Nationwide Mortgage Licensing System (NMLS). A background check will be conducted. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. LANGUAGE SKILLS Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and optimally. TECHNOLOGY SKILLS Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines and any other computer programs pertinent to performing job duties. MATHEMATICAL SKILLS Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. REASONING ABILITY Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve exciting problems involving several variables in a standardized situation. PHYSICAL DEMANDS AND WORK ENVIRONMENT The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position operates in a professional office environment with considerable time standing while using office equipment such as computers, phones, and printers. The ability to lift or move 25lbs on occasion is required. Noise level is moderate with constant communication and interactions with others. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite. BENEFITS Medical, Dental, Vision & Life Insurance 401K with company match and profit-sharing program Paid Time Off & Recognized Holidays Leave policies Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet) Employee Assistance Program Employee Health & Wellness Program Special Loan and Deposit Rates Gradifi Student Loan Paydown Plan Rewards & Recognition Programs and much more! Eligibility requirements apply. FC Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion ****************************************************************************************************************

Job DescriptionDescription: Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client's needs. Universal Associates follow our bank philosophy: See It, Own It, Solve It and Find a Way to Say Yes. PROVIDE ENHANCED CLIENT SERVICE Enthusiastically greet our clients and engage in conversation. Move throughout the lobby to interact with clients and serve them. Be a standout colleague and chief educator who has engaging conversations with clients to uncover opportunities for product and service recommendations. Grow new business and drive referrals to branch colleagues and product specialists to support broader financial needs of clients. Deliver the WOW experience to our clients by promising to do everything in our power to provide an unforgettable banking experience with every interaction. Focus on mastering all Universal Associate responsibilities and quickly resolve problems with the utmost integrity and confidentiality. FOSTER OUR CULTURE Possess and display a positive approach in managing change, while demonstrating excellent communication skills through effective conversations and collaboration. Be the source of outstanding client and employee experiences. Seek opportunities to support volunteerism in the local community's awareness events, increase the bank's outreach, and develop new business. PROMOTE DIGITAL AWARENESS Explore and educate clients on alternative digital channels of delivery, products, and services. Accept and demonstrate advancements in banking technology and internal applications. FOCUS ON ACCURACY AND ATTENTION TO DETAIL Perform accurate transactions, maintenance for clients, account opening and consumer lending at a high level. Enforce to associate policies, procedures, and client service standards. Specific daily job tasks and expectations are further defined within our Universal Associate and Associate Manuals. SEEK PROFESSIONAL DEVELOPMENT OPPORTUNITIES Take advantage of progressing from opening accounts to consumer, home equity loans/lines, and mortgage lending through four levels of universal associate training and beyond. Training Tracks are crafted to help understand how this job affects other areas of the bank, provide tools to have effective conversations, and be successful in this new role. Annual, job-specific training opportunities are assigned and/or available for timely completion. Some travel may be required. Requirements: QUALIFICATIONS, EDUCATION, AND EXPERIENCE To perform this job successfully, we ask an individual to perform each essential job requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. If required an obtainment of a Unique Identifier from the Nationwide Mortgage Licensing System (NMLS). A background check will be conducted. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. LANGUAGE SKILLS Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and optimally. TECHNOLOGY SKILLS Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines and any other computer programs pertinent to performing job duties. MATHEMATICAL SKILLS Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. REASONING ABILITY Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve exciting problems involving several variables in a standardized situation. PHYSICAL DEMANDS AND WORK ENVIRONMENT The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position operates in a professional office environment with considerable time standing while using office equipment such as computers, phones, and printers. The ability to lift or move 25lbs on occasion is required. Noise level is moderate with constant communication and interactions with others. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite. BENEFITS Medical, Dental, Vision & Life Insurance 401K with company match and profit-sharing program Paid Time Off & Recognized Holidays Leave policies Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet) Employee Assistance Program Employee Health & Wellness Program Special Loan and Deposit Rates Gradifi Student Loan Paydown Plan Rewards & Recognition Programs and much more! Eligibility requirements apply. FC Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion ****************************************************************************************************************

**Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. **Job Overview** **Position Schedule:** Full-Time Branch Address: 1396 Brandywine Blvd, Zanesville, OH This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants. Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team. **We'll give you training and the support you need, providing:** + Training which may include mentoring, job shadowing, coaching and branch office visits + A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources **As a salaried professional, you can also expect...** + A culture of continuous improvement and professional development + Full-time Associates receive the following benefits: + Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (*********************************************************************************************** . **You'll be competitively compensated...** + Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. + The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role. **Hiring Minimum:** $27.63 **Hiring Maximum:** $29.35 Read More About Job Overview **Skills/Requirements** **Skills:** + Ability to learn and apply legal and regulatory requirements related to selling financial solutions + Work independently with strong problem solving, critical thinking, and sound judgement + A resilient, creative and progressive mindset + Motivated to achieve results as an individual and team + Attention to detail, organization, and time management **Key responsibilities:** + Deepening relationships with existing clients + Gather information and collect suitability information to open new accounts + Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation + Execute Financial Advisor solicited buy/sell orders and confirm with clients + Answer general client questions regarding Edward Jones Stock recommendations and withdrawals + Actively business plan and work as a team to continuously evaluate and execute branch strategies + Continually develop yourself to grow personally and professionally **Can you see yourself...** + Building meaningful connections and long-lasting relationships with clients + Managing multiple projects in a dynamic and highly collaborative organization + Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate + Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes **Requirements:** + High School Diploma/Equivalent required; Bachelor's degree preferred + 3-5 years of relevant experience in securities/financial services industry preferred + Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period + FINRA registrations are required within three months. State insurance licenses are also required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC Complete required CE training to ensure license(s) are in good standing Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Job Description Compliance Associate Cleveland Research Company is an independent research firm headquartered in Cleveland, Ohio. Founded in 2006, CRC has expanded to 15 research teams across 50 key channels publishing research on over 150 companies. We pride ourselves on a disciplined research process that has us regularly engaged with the channels and companies we cover. We built the foundation of CRC in the equity research business with institutional money managers as our primary client base (mutual funds, hedge funds, pension funds). We are mainly focused on uncovering fundamental business inflection points via rigorous digging in the channel that serve as a foundation for our company and industry forecasts. Our clients find value from getting in front of key themes and trends that lead to faster and better strategic and financial decisions. Cleveland Research Company is a truly independent firm owned by its founders and employees. Our independent research provides our customers with the insights needed to gain conviction behind their business decisions. We are committed to a singular focus on providing the most accurate and reliable research product in the market. Cleveland Research Company, LLC, an equity research firm and Broker Dealer registered in Cleveland, Ohio, is seeking a qualified candidate to help promote and maintain the firm's culture of regulatory compliance. The Compliance Associate is a key resource for the firm by assisting the Chief Compliance Officer in identifying and mitigating potential conflicts and risks associated with a Broker Dealer firm. Our Compliance Department develops and maintains strong relationships across the departments to foster a culture of professional, ethical, and responsible behavior. A successful candidate will possess a high level of initiative, professionalism, attention to detail, and organizational skills. The position will have daily interaction with individuals from all departments. Responsibilities Review written research product for approval prior to being sent to clients in our Equity business as well as our Market Research business. Review of email correspondence and social media accounts, prepare weekly report to review with CCO Review of alpha account trades, prepare weekly report to review with CCO Review and approve personal trading requests and monitor exception reports Conduct vendor risk assessment reviews Conduct reviews of client account files and other required FINRA files Attend internal department training sessions and client webinars for any Compliance questions Assist with FINRA exams as applicable Assist with annual compliance reporting requirements Review FINRA notices and relevant industry news, follow up with CCO Prompt escalation of any potential issues to CCO Develop and maintain positive working relationships with internal clients, staff, and peers. Other duties as assigned to support the CCO and Compliance Team Required Qualifications Undergraduate degree is required; Business related degree is preferred Critical thinking skills and a high attention to detail Outstanding time management skills High ethical standards Able to communicate to all levels of staff effectively, both written and verbally Able to multi-task and remain organized and focused in a high-paced environment Able to work and adapt as needed to provide support to all levels of the organization Applicants must have passed at least three of the four following FINRA exams: SIE, Series 7, Series 24 and Series 16. Must be willing to obtain the fourth if not already held. Materials provided by CRC upon hire This position requires a full-time, on-site presence at our downtown Cleveland office in order to effectively work with teams. Apply at: ******************************************************************************** BENEFITS: Competitive salary, fully paid health insurance coverage, 401(k), training and development and a variety of other perks and benefits. Powered by JazzHR 5GG8VHtFAw

Compliance Associate Cleveland Research Company is an independent research firm headquartered in Cleveland, Ohio. Founded in 2006, CRC has expanded to 15 research teams across 50 key channels publishing research on over 150 companies. We pride ourselves on a disciplined research process that has us regularly engaged with the channels and companies we cover. We built the foundation of CRC in the equity research business with institutional money managers as our primary client base (mutual funds, hedge funds, pension funds). We are mainly focused on uncovering fundamental business inflection points via rigorous digging in the channel that serve as a foundation for our company and industry forecasts. Our clients find value from getting in front of key themes and trends that lead to faster and better strategic and financial decisions. Cleveland Research Company is a truly independent firm owned by its founders and employees. Our independent research provides our customers with the insights needed to gain conviction behind their business decisions. We are committed to a singular focus on providing the most accurate and reliable research product in the market. Cleveland Research Company, LLC, an equity research firm and Broker Dealer registered in Cleveland, Ohio, is seeking a qualified candidate to help promote and maintain the firm's culture of regulatory compliance. The Compliance Associate is a key resource for the firm by assisting the Chief Compliance Officer in identifying and mitigating potential conflicts and risks associated with a Broker Dealer firm. Our Compliance Department develops and maintains strong relationships across the departments to foster a culture of professional, ethical, and responsible behavior. A successful candidate will possess a high level of initiative, professionalism, attention to detail, and organizational skills. The position will have daily interaction with individuals from all departments. Responsibilities Review written research product for approval prior to being sent to clients in our Equity business as well as our Market Research business. Review of email correspondence and social media accounts, prepare weekly report to review with CCO Review of alpha account trades, prepare weekly report to review with CCO Review and approve personal trading requests and monitor exception reports Conduct vendor risk assessment reviews Conduct reviews of client account files and other required FINRA files Attend internal department training sessions and client webinars for any Compliance questions Assist with FINRA exams as applicable Assist with annual compliance reporting requirements Review FINRA notices and relevant industry news, follow up with CCO Prompt escalation of any potential issues to CCO Develop and maintain positive working relationships with internal clients, staff, and peers. Other duties as assigned to support the CCO and Compliance Team Required Qualifications Undergraduate degree is required; Business related degree is preferred Critical thinking skills and a high attention to detail Outstanding time management skills High ethical standards Able to communicate to all levels of staff effectively, both written and verbally Able to multi-task and remain organized and focused in a high-paced environment Able to work and adapt as needed to provide support to all levels of the organization Applicants must have passed at least three of the four following FINRA exams: SIE, Series 7, Series 24 and Series 16. Must be willing to obtain the fourth if not already held. Materials provided by CRC upon hire This position requires a full-time, on-site presence at our downtown Cleveland office in order to effectively work with teams. Apply at: ******************************************************************************** BENEFITS: Competitive salary, fully paid health insurance coverage, 401(k), training and development and a variety of other perks and benefits.

Full-time Description Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client's needs. Universal Associates follow our bank philosophy: See It, Own It, Solve It and Find a Way to Say Yes. PROVIDE ENHANCED CLIENT SERVICE Enthusiastically greet our clients and engage in conversation. Move throughout the lobby to interact with clients and serve them. Be a standout colleague and chief educator who has engaging conversations with clients to uncover opportunities for product and service recommendations. Grow new business and drive referrals to branch colleagues and product specialists to support broader financial needs of clients. Deliver the WOW experience to our clients by promising to do everything in our power to provide an unforgettable banking experience with every interaction. Focus on mastering all Universal Associate responsibilities and quickly resolve problems with the utmost integrity and confidentiality. FOSTER OUR CULTURE Possess and display a positive approach in managing change, while demonstrating excellent communication skills through effective conversations and collaboration. Be the source of outstanding client and employee experiences. Seek opportunities to support volunteerism in the local community's awareness events, increase the bank's outreach, and develop new business. PROMOTE DIGITAL AWARENESS Explore and educate clients on alternative digital channels of delivery, products, and services. Accept and demonstrate advancements in banking technology and internal applications. FOCUS ON ACCURACY AND ATTENTION TO DETAIL Perform accurate transactions, maintenance for clients, account opening and consumer lending at a high level. Enforce to associate policies, procedures, and client service standards. Specific daily job tasks and expectations are further defined within our Universal Associate and Associate Manuals. SEEK PROFESSIONAL DEVELOPMENT OPPORTUNITIES Take advantage of progressing from opening accounts to consumer, home equity loans/lines, and mortgage lending through four levels of universal associate training and beyond. Training Tracks are crafted to help understand how this job affects other areas of the bank, provide tools to have effective conversations, and be successful in this new role. Annual, job-specific training opportunities are assigned and/or available for timely completion. Some travel may be required. Requirements Qualifications, education, and experience: To perform this job successfully, we ask an individual to perform each essential job requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. If required an obtainment of a Unique Identifier from the Nationwide Mortgage Licensing System (NMLS). A background screening will be conducted. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and optimally. TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines and any other computer programs pertinent to performing job duties. MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve exciting problems involving several variables in a standardized situation. PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position operates in a professional office environment with considerable time standing while using office equipment such as computers, phones, and printers. The ability to lift or move 25lbs on occasion is required. Noise level is moderate with constant communication and interactions with others. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite. BENEFITS Medical, Dental, Vision & Life Insurance 401K with company match and profit-sharing program Paid Time Off & Recognized Holidays Leave policies Voluntary Benefit Options (Life, Accident, Critical Illness, & Pet) Hospital Indemnity Employee Assistance Program Employee Health & Wellness Program Special Loan and Deposit Rates Gradifi Student Loan Paydown Plan Rewards & Recognition Programs and much more! Eligibility requirements apply. FCBank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion. ****************************************************************************************************************

Job DescriptionDescription: Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client's needs. Universal Associates follow our bank philosophy: See It, Own It, Solve It and Find a Way to Say Yes. PROVIDE ENHANCED CLIENT SERVICE Enthusiastically greet our clients and engage in conversation. Move throughout the lobby to interact with clients and serve them. Be a standout colleague and chief educator who has engaging conversations with clients to uncover opportunities for product and service recommendations. Grow new business and drive referrals to branch colleagues and product specialists to support broader financial needs of clients. Deliver the WOW experience to our clients by promising to do everything in our power to provide an unforgettable banking experience with every interaction. Focus on mastering all Universal Associate responsibilities and quickly resolve problems with the utmost integrity and confidentiality. FOSTER OUR CULTURE Possess and display a positive approach in managing change, while demonstrating excellent communication skills through effective conversations and collaboration. Be the source of outstanding client and employee experiences. Seek opportunities to support volunteerism in the local community's awareness events, increase the bank's outreach, and develop new business. PROMOTE DIGITAL AWARENESS Explore and educate clients on alternative digital channels of delivery, products, and services. Accept and demonstrate advancements in banking technology and internal applications. FOCUS ON ACCURACY AND ATTENTION TO DETAIL Perform accurate transactions, maintenance for clients, account opening and consumer lending at a high level. Enforce to associate policies, procedures, and client service standards. Specific daily job tasks and expectations are further defined within our Universal Associate and Associate Manuals. SEEK PROFESSIONAL DEVELOPMENT OPPORTUNITIES Take advantage of progressing from opening accounts to consumer, home equity loans/lines, and mortgage lending through four levels of universal associate training and beyond. Training Tracks are crafted to help understand how this job affects other areas of the bank, provide tools to have effective conversations, and be successful in this new role. Annual, job-specific training opportunities are assigned and/or available for timely completion. Some travel may be required. Requirements: Qualifications, education, and experience: To perform this job successfully, we ask an individual to perform each essential job requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. If required an obtainment of a Unique Identifier from the Nationwide Mortgage Licensing System (NMLS). A background screening will be conducted. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and optimally. TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines and any other computer programs pertinent to performing job duties. MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve exciting problems involving several variables in a standardized situation. PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position operates in a professional office environment with considerable time standing while using office equipment such as computers, phones, and printers. The ability to lift or move 25lbs on occasion is required. Noise level is moderate with constant communication and interactions with others. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite. BENEFITS Medical, Dental, Vision & Life Insurance 401K with company match and profit-sharing program Paid Time Off & Recognized Holidays Leave policies Voluntary Benefit Options (Life, Accident, Critical Illness, & Pet) Hospital Indemnity Employee Assistance Program Employee Health & Wellness Program Special Loan and Deposit Rates Gradifi Student Loan Paydown Plan Rewards & Recognition Programs and much more! Eligibility requirements apply. FCBank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion. ****************************************************************************************************************

Third Federal is a leading lender of conventional home mortgages lending in 27 states, plus the District of Columbia, with retail branch offices in Ohio and Florida. Our mission is to help people achieve the dream of home ownership and financial security while creating value for our customers, our communities, our associates, and our stockholders. Our value system of love (concern for others), trust, respect, a commitment to excellence, and fun is at the heart of our commitment to our mission, and just as importantly, to our company culture. Through this, we help people find the loan or savings product that makes sense for them. At Third Federal, you will find strength and stability in your career. In our nearly 90-year history, we have never had layoffs, and have one of the lowest annual turnover rates at 6% (versus an industry average of nearly 19%). We have been certified as a ‘Great Place to Work' multiple times in the last decade alone, and have been recognized with several additional workplace awards and recognitions. Because Third Federal associates are the foundation of our success, we take a genuine interest in each of them - from their professional development to their health and wellness. Role Summary This is a hybrid position in a team environment to close transactions for purchase, refinance, and equity products. The Escrow Closer will be responsible for gaining an in-depth knowledge of the products in the designated states. They will work directly with Retail Associates and various title companies to ensure the closing transactions meet all requirements. This position will be required to react quickly to changing deadlines and evolving requirements, while maintaining accuracy. The Escrow Closer will be responsible for proactively communicating with the title companies to ensure a timely transaction with an accurate Closing Disclosure. This position requires strong analytical and mathematical skills in order to properly balance the transactions, strong communication skills and the flexibility to deal with varied constituencies. Occasional Saturday work hours will be required. Responsibilities Work in a team environment to review loan files, follow up on incomplete information, prepare signing packages, review/approve Closing Disclosures, and provide authorization to fund transactions Communicate with Retail Associates and title companies to ensure a timely transaction Foster good relationships with peers in order to ensure an effective closing team Actively participate in team meetings and provide suggestions for process improvements Requirements Previous 1-2 years escrow closing experience in residential transactions (external) In depth knowledge of title commitments and title policies Excellent written and verbal communication skills Ability to provide and receive continual loan-level feedback Demonstrated ability to work independently yet contribute to a team environment Ability to prioritize work and maintain productivity under short deadlines Strong mathematical and analytical skills Attention to detail with effective research and analytical skills Proven ability to work successfully in a team environment Ability to work at a fast pace while maintaining accuracy Third Federal Perks & Benefits Competitive compensation packages Medical, dental, vision, and more 401k match 11 Bank Holidays + vacation/sick time Stock Ownership Allocation Exceptional culture and value system Strong work/life balance Growth opportunities Mortgage Discount Program Education Reimbursement Program Our anticipated pay range for this position is $22.00 - $30.00 per hour. At Third Federal, we're committed to transparency throughout the hiring process. The pay range listed is based on relevant market data, role responsibilities, and skills required for the position. Individual pay will be thoughtfully determined by a candidate's qualifications, experience, and other relevant factors. Third Federal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, national origin, gender identification or sexual orientation, disability, protected veteran status or any other classification protected under law.

Third Federal is a leading lender of conventional home mortgages lending in 27 states, plus the District of Columbia, with retail branch offices in Ohio and Florida. Our mission is to help people achieve the dream of home ownership and financial security while creating value for our customers, our communities, our associates, and our stockholders. Our value system of love (concern for others), trust, respect, a commitment to excellence, and fun is at the heart of our commitment to our mission, and just as importantly, to our company culture. Through this, we help people find the loan or savings product that makes sense for them. At Third Federal, you will find strength and stability in your career. In our nearly 90-year history, we have never had layoffs, and have one of the lowest annual turnover rates at 6% (versus an industry average of nearly 19%). We have been certified as a 'Great Place to Work' multiple times in the last decade alone, and have been recognized with several additional workplace awards and recognitions. Because Third Federal associates are the foundation of our success, we take a genuine interest in each of them - from their professional development to their health and wellness. Role Summary This is a hybrid position in a team environment to close transactions for purchase, refinance, and equity products. The Escrow Closer will be responsible for gaining an in-depth knowledge of the products in the designated states. They will work directly with Retail Associates and various title companies to ensure the closing transactions meet all requirements. This position will be required to react quickly to changing deadlines and evolving requirements, while maintaining accuracy. The Escrow Closer will be responsible for proactively communicating with the title companies to ensure a timely transaction with an accurate Closing Disclosure. This position requires strong analytical and mathematical skills in order to properly balance the transactions, strong communication skills and the flexibility to deal with varied constituencies. Occasional Saturday work hours will be required. Responsibilities * Work in a team environment to review loan files, follow up on incomplete information, prepare signing packages, review/approve Closing Disclosures, and provide authorization to fund transactions * Communicate with Retail Associates and title companies to ensure a timely transaction * Foster good relationships with peers in order to ensure an effective closing team * Actively participate in team meetings and provide suggestions for process improvements Requirements * Previous 1-2 years escrow closing experience in residential transactions (external) * In depth knowledge of title commitments and title policies * Excellent written and verbal communication skills * Ability to provide and receive continual loan-level feedback * Demonstrated ability to work independently yet contribute to a team environment * Ability to prioritize work and maintain productivity under short deadlines * Strong mathematical and analytical skills * Attention to detail with effective research and analytical skills * Proven ability to work successfully in a team environment * Ability to work at a fast pace while maintaining accuracy Third Federal Perks & Benefits * Competitive compensation packages * Medical, dental, vision, and more * 401k match * 11 Bank Holidays + vacation/sick time * Stock Ownership Allocation * Exceptional culture and value system * Strong work/life balance * Growth opportunities * Mortgage Discount Program * Education Reimbursement Program Our anticipated pay range for this position is $22.00 - $30.00 per hour. At Third Federal, we're committed to transparency throughout the hiring process. The pay range listed is based on relevant market data, role responsibilities, and skills required for the position. Individual pay will be thoughtfully determined by a candidate's qualifications, experience, and other relevant factors. Third Federal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, national origin, gender identification or sexual orientation, disability, protected veteran status or any other classification protected under law.

First Merchants Bank is seeking an Associate to join our team! This position will partner with the Relationship Managers (RMs) to support the commercial sales strategy, interface directly with clients and lines of business partners, and serve as a key contributor to the structure of commercial business. As part of this role you will: 1. Prepare and provide analytics in support to the commercial sales team. * Interface with client, gather credit and financial information. * Pre-screen and analyze pertinent financial data and Commercial Decision Summary underwriting data. * Prepare Opportunity Memos and other necessary sales presentations 2. Assist with completion of annual review and loan covenant/trigger testing. * Ensure clients are in compliance with all covenants (financial and otherwise). 3. Participate in client meetings with Relationship Manager. Interface with new and existing clients, work through referrals, build client relationship and extend credit within assigned limits. 4. Support Relationship Managers with Treasury/cash management needs and solutions. 5. Monitor loan maturity dates within the portfolio and recommend renewal strategy with the Relationship Manager. 6. Utilize bank reporting tools to ensure progress is documented and tracked, and prepare various scheduled management reports. 7. Support portfolio management, assist with loss prevention, identify risk and work delinquent loans up to 30 days. 8. Assist with projects and developing new or refining existing efficiencies and processes as required. 9. Review and understand credit agreements and all supporting documentation related to the relationship. In addition to the above, the Associate may be responsible for one of the specializations below: Investment Real Estate Banking 1. Direct accountability for loss prevention; determine necessary action to be taken on all loans, includes resolving marginal and delinquent loans. 2. Extend credit within assigned limits to commercial customers. * Interview applicants and obtain information concerning their business needs, abilities and earnings, and assess credit risk. * Review, validate and/or approve letters of credit. * Cross sell opportunities. 3. Coordinate all construction loan draws with clients and direct submission process with internal construction loan administration desk. 4. Support RMs in preparation of quarterly PLU's. To be successful in this role, we require the following: * Bachelor's degree. The following would be a plus: * Bachelor's degree in business, finance, economics, accounting or a related field. * Industry specialization - commercial and industrial, investment real estate, agriculture, dental, veterinarian, corporate or commercial client exposure. * Financial statement review, decision and/or financial modeling experience. First Merchants offers the following: * Base Pay PLUS Bonuses * Medical, Dental and Vision Insurance * 401k * Health Savings and Flexible Spending Accounts * Vacation/Sick Time * Paid Holidays * Paid Parental Leave * Tuition Reimbursement * Additional Benefits A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging." Apply today to begin your career with us!

Job Description First Merchants Bank is seeking an Associate to join our team! This position will partner with the Relationship Managers (RMs) to support the commercial sales strategy, interface directly with clients and lines of business partners, and serve as a key contributor to the structure of commercial business. As part of this role you will: 1. Prepare and provide analytics in support to the commercial sales team. Interface with client, gather credit and financial information. Pre-screen and analyze pertinent financial data and Commercial Decision Summary underwriting data. Prepare Opportunity Memos and other necessary sales presentations 2. Assist with completion of annual review and loan covenant/trigger testing. Ensure clients are in compliance with all covenants (financial and otherwise). 3. Participate in client meetings with Relationship Manager. Interface with new and existing clients, work through referrals, build client relationship and extend credit within assigned limits. 4. Support Relationship Managers with Treasury/cash management needs and solutions. 5. Monitor loan maturity dates within the portfolio and recommend renewal strategy with the Relationship Manager. 6. Utilize bank reporting tools to ensure progress is documented and tracked, and prepare various scheduled management reports. 7. Support portfolio management, assist with loss prevention, identify risk and work delinquent loans up to 30 days. 8. Assist with projects and developing new or refining existing efficiencies and processes as required. 9. Review and understand credit agreements and all supporting documentation related to the relationship. In addition to the above, the Associate may be responsible for one of the specializations below: Investment Real Estate Banking 1. Direct accountability for loss prevention; determine necessary action to be taken on all loans, includes resolving marginal and delinquent loans. 2. Extend credit within assigned limits to commercial customers. Interview applicants and obtain information concerning their business needs, abilities and earnings, and assess credit risk. Review, validate and/or approve letters of credit. Cross sell opportunities. 3. Coordinate all construction loan draws with clients and direct submission process with internal construction loan administration desk. 4. Support RMs in preparation of quarterly PLU's. To be successful in this role, we require the following: Bachelor's degree. The following would be a plus: Bachelor's degree in business, finance, economics, accounting or a related field. Industry specialization - commercial and industrial, investment real estate, agriculture, dental, veterinarian, corporate or commercial client exposure. Financial statement review, decision and/or financial modeling experience. First Merchants offers the following: Base Pay PLUS Bonuses Medical, Dental and Vision Insurance 401k Health Savings and Flexible Spending Accounts Vacation/Sick Time Paid Holidays Paid Parental Leave Tuition Reimbursement Additional Benefits A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging." Apply today to begin your career with us!

Relationship Associate The Relationship Associate is responsible for conducting front line cash drawer transactions in an accurate and timely manner. Also responsible for maintaining existing relationships and generating new relationships and servicing all specific branch deposit products and services. Exceptional customer service while maintaining essential controls and safeguards is mandatory. Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement and enters deposits into computer records. Cashes checks and processes withdrawals, pays out money after verification of signatures and customer balances Places holds on accounts for uncollected funds Counts checks and packages coins and currency Promotes and explains other financial institutions services such as safe deposit boxes, money orders or checks Receives mortgage, consumer loan and other payments and ensures the payments match balances due. Enters payments into the computer. Generates customer receipts Balances cash drawer at the end of the shift and compares totaled amounts to computer generated proof sheet. Reports any discrepancies to the supervisor as necessary Ensures the teller station is properly stocked with tickets, supplies and forms Ensures the teller station is properly locked and secure when leaving the station Reports malfunctions of teller terminals and other equipment used at the teller station promptly to the supervisor Is responsible for checking night depository bags and recording proper information on the log and processing transactions Represents the financial institution at community affairs and civic organizations Answers the phone and customer questions and provides timely response to customer inquiries. Provides efficient and courteous customer service Scan work as needed Be able to work at any branch when needed and provide coverage for vacations and sick days Be able to work both Wednesdays and Saturdays plus any other days of the week needed by the Bank up to 29 hours a week Other duties as assigned Characteristics/ Requirements: Positive attitude and works well with others Professional appearance required High School Diploma Demonstrated history of taking on additional tasks Provide quality customer service and good decision making and sensitivity to handling confidential information Prompt, organized and efficient Proficient computer skills and ability to operate standard office equipment Good interpersonal communication skills