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Columbia Bank jobs - 1,203 jobs

  • SBA Loan Closing Specialist I

    Columbia Banking System, Inc. 4.5company rating

    Columbia Banking System, Inc. job in Ohio

    About the Role: In this role, you will process and fund bank approved SBA 7(a), USDA, 504 and other government guaranteed loans as assigned by the SBA Closing Director. Work with borrowers, production staff and third parties to ensure timely and accurate loan closings. Collect and review documentation, perform borrower, entity, and loan related searches, perfect loan collateral, and ensure proper documentation of loans as specified and approved by the Bank and the requirements that fall within the Standard Operating Procedures of the Small Business Administration and other Government Guaranteed Loan Programs. * Identify and collect documentation in support of and as specified within the banks' loan approval. Plan tasks and workflows to meet closing deadlines. * Order Flood certifications, IRS Verifications, Site Visit reports CAVIRs, OFACS, UCC Searches and other reports as required. Review insurance documents to ensure proper type and coverage for each transaction. * Verify and determine the amount and source of borrower injection funds. * Review Purchase and Sale Agreements, Real Estate documents, entity documents of potential borrowers and related entities to ensure compliance with bank and SBA requirements. * Prepare lenders instructions and coordinate loan closings with escrow and title companies. * Perform loan related searches on individuals, entities, and collateral. * Responsible for accurate ordering and generation of Laser Pro and SBA documents. * Coordinate closings between borrowers, Bank Associates, Certified Development Companies, and escrow/title companies as necessary. Facilitate loan funding and the subsequent follow up for all post-closing documentation items. * Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. * Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. * Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. * May be asked to coach, mentor, or train others within the team. * Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. * Takes personal initiative and is a positive example for others to emulate. * Embraces our vision to become "Business Bank of Choice" * May perform other duties as assigned About You: * H.S. Diploma/GED * 4-7 years of SBA closing experience and knowledge of SBA loan program requirements or equivalent work experience, required. * Basic knowledge of SBA, Standard Operating Procedures, and USDA requirements. * Ability to comply with bank policy and procedures. * Experience working with SBA production staff and underwriters. * Ability to actively manage 3-5 loan files on an on-going basis, with adherence to bank established Closing Service Level Agreements. * Demonstrate a high level of organization, attention to detail, accuracy, and thoroughness, with the ability to multi-task. * Knowledge of personal computer and related software packages, including but not limited to, MS Office Word, Excel, and Outlook, and other business machines standard in the industry. * Ability to work under pressure and organize own work with guidance from Supervisor. Job Location(s): Ability to work fully onsite at posted location(s). The pay range for this role is $28.00 - $40.00. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process. Primary Location: Ability to work fully onsite at posted location(s). 3111 Camino Del Rio North Suite 200 San Diego CA 92108 Our Benefits: We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: http://******************** To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
    $28-40 hourly Auto-Apply 9d ago
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  • Portfolio Management Team Leader

    Northwest Bank 4.8company rating

    Columbus, OH job

    OverviewThe Portfolio Management Team Leader is responsible for leading, managing, and coaching a team of Portfolio Managers while assisting with the strategic implementation and execution of ongoing portfolio management improvements, tools and resources. The PM Team Leader will work closely with business line partners to efficiently and strategically grow the commercial loan portfolio. The PM Team Leader is responsible for ensuring reporting requirements, annual reviews, covenants, spreads, renewals and related underwriting activities are completed timely, accurately and are aligned with the Bank's standards, policies and procedures. The PM Team Leaders will be responsible for assigning appropriate risk ratings, identifying credit risks and recommending appropriate credit actions. This position involves frequent interaction with Market Executives, Credit Risk Officers, Loan Administrative Leader and Loan Operations management.Essential Functions Drive Portfolio Management strategy, implementation and execution Recommend improvements to portfolio management processes, procedures and staffing to improve efficiency and effectiveness Lead, manage and coach a team of Portfolio Managers to ensure risk is managed appropriately in the portfolio. Generate and monitor reporting related to loan maturities, annual reviews, covenants, financial reporting requirements, delinquency, renewals, conditions and related reports. Ensure annual reviews and covenant tests are completely consistently and as scheduled, escalating credit risks identified in the process. Tailor individual and group training when gaps are recognized to ensure skill set progression to maximize performance and professional growth Assign credit relationships to PM's based on capacity, credit acumen and other factors. Review and endorse/ or approve Annual Reviews or credit requests ensuring the analysis and related materials are complete and accurate, including credit risk identification and risk rating assignment. Ensure all loan approval conditions have been met within required time frame Ensure timely collection, review and evaluation of all financial statement requirements from borrowers and guarantors Proactively identify and escalate declining financial performance/negative indicators within the loan portfolio on a timely basis Administer complex construction loans in accordance and in conjunction with the Construction Loan Administration group as needed Act as the first line of defense to recommend and process timely risk rating changes in conjunction with the Relationship Manager Initiate and/or complete loan modifications per established protocols Manage and maintain collateral requirements Coordinate and assist with criticized loan reports as part of the Watch List program Act as a liaison with Commercial Loan Operations, Loan Review, Audit, examiners and other departments as required Jointly call on clients to stay apprised of business activity/performance and serve as additional contact point Facilitate client service requests Optimize client relationships and create an exceptional client experience Comply with all corporate standards and audit-related matters in specific areas of responsibility Remain current on all banking rules and regulations Establish increased productivity and profitability Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Qualifications Bachelor's Degree Business, Finance, or related degree required 8 - 12 years relevant experience in Commercial Lending as a Portfolio Management Team Leader, Portfolio Manager, Relationship Manager and/or Credit Officer/Underwriter working with complex credits and documentation preferred And Ability to perform financial analysis, assess risk, review documentation and coordinate loan closings, Expert/Leader Very strong credit, analytical, organizational and critical thinking skills, Expert/Leader Team-oriented with ability to monitor and manage multiple responsibilities simultaneously, Expert/Leader Ability to manage and coach a team with varying skillsets and backgrounds, Expert/Leader #LI-CW1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $53k-100k yearly est. 2d ago
  • Trust Relationship Officer - Trust Administration Columbus - Columbus, OH

    Wesbanco Bank Inc. 4.3company rating

    Columbus, OH job

    Back 140d Trust Relationship Officer - Trust Administration Columbus #31-8230 Columbus, Ohio, United States Apply X Facebook LinkedIn Email Copy Location This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be Henderson Road (Columbus, OH). Market Columbus Work Hours per Week 37.5 Requirements Minimum of one year experience related to Trust, Wealth Management Operations, or other financial services required. Four-year degree in a business-related field preferred. Basic accounting background and reconciliation skills preferred. Job Description SUMMARY: Responsible for effective service delivery to current and prospective WesBanco Trust and Investment Services clients and for the administration of basic Trust and Investment Agency relationships. The individual will work closely with a Senior Trust Officer to develop necessary skills and professional credentialing. ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Administers a book of straightforward Trust and Investment Agency accounts. Works with Senor Trust Officer for more complex deals. Handles daily duties such as account activity, fulfilling client requests, and periodic account reviews. Develops an understanding of investment strategy and their application within client portfolios. Develops an understanding of estate planning techniques using Wills and Trusts and their appropriate use within client relationships. Maintains an understanding of Trust regulations and policy and procedures. Keeps up to date with all applicable regulations. Continues to develop knowledge and attend training programs. Engages in problem solving for client issues and determining solutions to meet the customer's needs. Handles routine bill payment and remittance set up for trust clients. Reviews Overdraft Report and coordinates maintenance with Trust Officer. Maintains Trust Accounting System items. OTHER REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas, and concepts to management, bank employees and bank customers in a collaborative and solutions-oriented manner. Ability to interact effectively across all levels of the organization, including senior management, other departments and vendors. Ability to accurately follow instructions, multi-task, listen attentively. Detail oriented with good organizational skills. Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Able to work independently and meet communicated deadlines. Excellent verbal, written and presentation skills with the ability to define and solve problems. Team player with a positive outlook. Interpersonal skills with co-workers, supervisors and clients. Ability to read and interpret documents. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization. Must possess basic math skills and understand basic math methodologies used in budgeting, accounting and various calculations. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Proficiency with Microsoft Office products such a Word, Excel and Outlook. Ability to build and work with Excel spreadsheets, including using formulas. Full-Time/Part-Time Full-time Area of Interest Wealth Management All Locations Columbus, Ohio, United States
    $49k-86k yearly est. 2d ago
  • Audit Staff - Audit - Wheeling, WV

    Wesbanco Bank Inc. 4.3company rating

    Remote or Columbus, OH job

    Back Audit Staff - Audit #51-8453 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally attend in person meetings, although primary functions of the role are performed remotely). Market Wheeling Work Hours per Week 37.5 Requirements Bachelor's degree with a preference in Accounting, Finance or related field; or an Associate's Degree and two years of related Accounting, Audit (External or Internal) and/or Risk Management work experience required. Job Description SUMMARY: Responsible for completing various risk-based internal audits, interacting with various levels of management, and assisting with other audit and special projects, all in accordance with the annual audit plan and global internal audit standards. ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Works under the supervision of the Audit Manager(s). Performs assigned work within the structure of the departmental procedures and the Global Internal Audit Standards published by the Institute of Internal Auditors. Conducts audit testing of assigned areas within established/modified timelines. Assists in the completion of risk-based audit programs. Evaluates or assists in the evaluation of the adequacy and effectiveness of the company's internal control processes. Completes assigned audit procedures that test the accuracy and effectiveness of policies, procedures, risk assessments and other documentation. Prepares work papers that record and summarize assigned audit procedures. Assists in the development of recommendation(s) for corrective action/improvement. Maintains and adheres to information security and confidentiality requirements. OTHER REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Ability to adapt to corporate-wide systems routinely utilized by internal audit staff. Display personal initiative to foster professional development through formal education and cross training of department functions. Ability to complete multiple tasks while meeting assigned deadlines. Ability to complete and comprehend audit processes such as system documentation walk-throughs, source documentation, internal control questionnaires, yield analysis, and lead schedules. Ability to execute assigned audit areas including inquiry/observation, substantive procedures, analytical review procedures, attribute testing, and concluding on assigned test work. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas, and concepts to management and bank employees in a collaborative and solutions oriented manner. Possess strong analytical abilities and skills. Ability to utilize information systems hardware and information systems applications. Proficient in Microsoft Office including Word, Excel and Outlook. Full-Time/Part-Time Full-time Area of Interest Audit All Locations Uniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesCincinnati, Ohio, United StatesIndependence, Ohio, United StatesColumbus, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFort Wayne, Indiana, United StatesFrankfort, Kentucky, United StatesHuntington, West Virginia, United StatesIndianapolis, Indiana, United StatesIronton, Ohio, United StatesNew Albany, Indiana, United StatesParkersburg, West Virginia, United StatesPittsburgh, Pennsylvania, United StatesToledo, Ohio, United StatesWheeling, West Virginia, United StatesYoungstown, Ohio, United States Show more
    $44k-53k yearly est. 4d ago
  • Trade Review Officer - Brokerage -Securities Administration - Parkersburg, WV

    Wesbanco Bank Inc. 4.3company rating

    Toledo, OH job

    Back Trade Review Officer - Brokerage -Securities Administration #53-8543 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be in all WesBanco Markets. Market Morgantown Work Hours per Week 37.5 Requirements Associates Degree in Business, Finance, Accounting or related degree preferred. Minimum of three years of experience in the securities industry. Experience and knowledge in Trade Review or Compliance preferred. Knowledge of a broad range of securities and insurance products, FINRA rules, regulations, Securities and Risk Management principles, current economic and market conditions, legislation required. Knowledge of criteria for determining best interest and suitability of proposed purchase of securities/insurance products for each individual client's needs and legal principles of client's capacity/authority to transact business, and the authority of agents, attorneys in fact, executors, administrators and others to transact business on client's behalf required. Series 7 Required Series 63 & 65 or 66 Required Series 24 or ability to obtain series 24 within 90 days of employment required Series 4 and 53 are not required but preferred. (Option to obtain within 180 days of employment) State Insurance license required. Job Description SUMMARY: Responsible for conducting trade review while adhering to regulatory and firm's policies and procedures. Responsible for working independently with minimal supervision. Completes all assigned compliance training timely and maintains professional licenses as required. CUSTOMER SERVICE SKILLS: Must be able to work effectively with a wide variety of departments, managers, staff, clients and auditors. Represents the Company in civic, community and industry functions to network and develop additional business. Ability to evaluate and analyze products and services, and vendors. INTERPERSONAL SKILLS: Ability to exercise independent sound, judgment and discretion and understand when assistance is needed. Strong interpersonal and communication (written and verbal) skills. ESSENTIAL DUTIES AND RESPONSIBILITIES: Responsibilities include Principal Review and approval of transactions while adhering to the firm's established policies and procedures. Provides Principal Review and approval on variety of business types: equities, mutual funds, annuities, life insurance, advisory, etc. Maintains product knowledge and assists with the creation of practices and programs as needed. Communicates with registered representatives for any issues regarding transactions. Communicates with Compliance on regulatory best interest or suitability concerns. Provides guidance to registered representatives to resolve escalated issues surrounding trade review. Reviews daily trade blotter for day-to-day broker activity. Reviews outside brokerage accounts. Reviews electronic communications as needed. Other duties may be assigned. OTHER REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Proficient skills in Word, Excel and Outlook. Full-Time/Part-Time Full-time Area of Interest WesBanco Securities All Locations Uniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesWheeling, West Virginia, United StatesCincinnati, Ohio, United StatesToledo, Ohio, United StatesCleveland, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFrankfort, Kentucky, United StatesFort Wayne, Indiana, United StatesParkersburg, West Virginia, United StatesColumbus, Ohio, United StatesHuntington, West Virginia, United StatesCarmel, Indiana, United StatesIronton, Ohio, United StatesPittsburgh, Pennsylvania, United StatesNew Albany, Indiana, United StatesYoungstown, Ohio, United States Show more
    $60k-100k yearly est. 3d ago
  • Customer Service Advisor - Willard - Willard, OH

    Wesbanco Bank Inc. 4.3company rating

    Willard, OH job

    Back Customer Service Advisor - Willard #23-8480 Willard, Ohio, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Willard Banking Center. Market Cleveland Work Hours per Week 40 Requirements High school diploma or GED required. Banking, cash handling, sales, and customer service experience preferred. Job Description Summary: Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, the CSA is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and/or providing necessary additional support of the banking center's sales and operational objectives as assigned. Essential Functions: Excellent Customer Service Operational and Security Proficiency Identify referral opportunities Relationship building Cross-selling of Bank's products and services Business development (inside and outside) Essential Duties and Responsibilities: Personally models the standards of the Bank's Mission, Vision, and Pledge. Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client. Accepts and accurately processes all financial service transactions. Responsible for CSR cash drawer and follows proper balancing and cash handling procedures. Complies and operates within security and audit procedures. Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability. Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services in order to reach individual and team sales goals. Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met. Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals. Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Promotes bank products consistently and makes appropriate business line referrals as defined by location goals. Educates bank team on uncovering opportunities to help advance financial wellness of customers. Sets priorities and follows through on the implementation of the defined sales and service activities. Promotes company products and services in the community to assist in the continuing growth of the Bank. Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements. Actively participates in regular sales and staff meetings. Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues. Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate. Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed. Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Cross trained and expected to assist with operational duties. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Strong consumer lending skills are preferred with a solid understanding of consumer lending products. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing. Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Willard, Ohio, United States
    $31k-36k yearly est. 2d ago
  • Private Banker - Private Banking COL - Columbus, OH

    Wesbanco Bank Inc. 4.3company rating

    Columbus, OH job

    Back 5d Private Banker - Private Banking COL #31-8726 Columbus, Ohio, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Henderson Rd. OH., Columbus, OH. Market Columbus Work Hours per Week 37.5 Requirements Minimum of 5 years of private banking, retail, consumer and/or commercial lending experience, with an emphasis on sales and business development, as well as trust, wealth management and/or brokerage experience. Bachelors' Degree in Business, Finance or Accounting is preferred. Formal credit training is preferred. Series 7 and 66 license is a plus. Job Description SUMMARY: In this position, you will be responsible for providing full-service banking to high-net-worth individuals. CUSTOMER SERVICE SKILLS: Willingness to provide a level of service which will clearly differentiate us from our competitors. INTERPERSONAL SKILLS: Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers. Strong relationship management and business development skills. Excellent team player. ESSENTIAL DUTIES AND RESPONSIBILITIES: Meet the credit and depository needs of high-net-worth customers. Call on current customers and prospects to develop new business by promoting bank services and products. Cross-sell all other retail products as well as personal trust, investment management, investment products, financial and estate planning services. Represent the bank in civic, community, and industry function to network and develop additional business. Keep informed of current economic and market conditions and legislation that may affect customer relationships and department banking activities. Assist less experienced staff with complex accounts and relationships (mentoring). OTHER REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Working knowledge of commercial lending, consumer lending and retail services as it relates to loan policies, documentation, underwriting, and regulatory guidelines. Working knowledge of account opening policies and procedures. Understanding of regulatory guidelines. Working knowledge of the loan application and loan approval process. Working knowledge of credit analysis and lending functions. Knowledge of financial ratios and business principles. Knowledge of financial planning. Familiarity with fiduciary principles and prudent investing concepts. Basic knowledge of income, estate and gift tax principles. Candidate with ties to the area or knowledge of the local market (preferred). Proficiency in Microsoft Office products including Word, Excel and Outlook. Full-Time/Part-Time Full-time Area of Interest Wealth Management All Locations Columbus, Ohio, United States
    $40k-76k yearly est. 1d ago
  • Midwest Regional Middle Market Growth Leader

    Fifth Third 4.6company rating

    Cincinnati, OH job

    A financial services institution in Cincinnati is seeking a Regional Middle Market Segment Head to drive strategic leadership and business growth. This senior role requires strong skills in relationship management and influencing, with at least 12 years of experience in commercial banking focused on Middle Market clients. Candidates should possess a bachelor's degree in Finance or Business (MBA preferred) and demonstrate a successful track record of leadership without direct authority. The position offers a competitive salary and benefits. #J-18808-Ljbffr
    $85k-110k yearly est. 2d ago
  • Commercial Banker - Toledo - Sylvania, OH

    Wesbanco Bank Inc. 4.3company rating

    Sylvania, OH job

    Responsible for the management of borrowing and depository relationships with commercial clients, focusing on Lending. In addition, you will also be responsible for the solicitation of new commercial clients through direct sales calls. The development of community and business relationships is necessary to facilitate sales referrals to our sales partners (trust, insurance, treasury management, retail, mortgage partners) and to maintain knowledge of local business conditions. This commercial banking officer must also support the Bank's CRA lending initiatives Essential Duties and Responsibilities include the following. Other duties may be assigned. Originates and Manages lending and deposit relationships with middle market as well as larger commercial customers. Maintains and effectively manage an individual commercial portfolio in all respects. Analyzes financial statements and customer profiles to support the needs of existing and potential customers. Works with other bank departments, such as CRM and BBS to effectively manage the credit process. Works on multiple complex projects simultaneously, and successfully. Works closely with the Special Asset Unit in the collection of past due loans and workout of problem credits. Actively participates in community and civic organizations. Leverages both community development and external relationships in order to meet bank growth and community development goals. Promotes banking services to existing and perspective commercial customers. Assist with the coordination of CRA lending initiatives within the corporate lending department. Supports the bank's sales culture. Originates, develops and maintains relationships with commercial customers for their financial needs through direct and ongoing sales calls and referrals. Provide loan structures to meet customer needs and ensure that appropriate documentation exists in order to adequately protect the bank. Adheres to bank policy. Originates new business opportunities through outside business development sales calls to centers of influence and perspective customers. Follows up all internal and external customer referrals. Actively supports all internal business units by providing quality referrals through development of community and business relationships. Responsible for the sales management of assigned accounts. Other Skills and Abilities Willingness to provide a high level of professional service which will clearly differentiate us from our competitors. Employee must be willing to become familiar with and promote bank products and services. Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees, bank customers and prospects. Must be willing to work as part of a team. Must possess a high degree of leadership skills. Possess ability and commitment to develop business relationships with business borrowers. Ability to work under pressure. Other Requirements Travel required for training, meetings and to meet with clients and prospects. Must be willing to become familiar with and promote bank products and services
    $43k-71k yearly est. 2d ago
  • Payments Associate - Bank Operations - Wheeling, WV

    Wesbanco Bank Inc. 4.3company rating

    Columbus, OH job

    Back Payments Associate - Bank Operations #51-8592 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally attend in person meetings, although primary functions of the role are performed remotely). Market Wheeling Work Hours per Week 37.5 Requirements High school diploma or general education degree (GED) required. Associate's Degree in Business, Finance, or Accounting preferred. Customer Service and administrative experience required with payment or bank operations experience preferred. Job Description SUMMARY: The payment areas include ACH, Wire and other real time payment channels. The payment areas handle processing of payment receipt and delivery for all customers. The primary responsibilities include handling the flow of transactions and work to ensure proper and timely posting of payments. The payment area strives to provide excellent internal and external customer support for existing consumer and business accounts. The Payments Associate performs a variety of routine daily tasks including processing payment transactions, reviewing reports, and assisting with reconciliation duties. Responsible for providing internal customer support to all branches, treasury management, corporate banking, and lending personnel concerning questions in regards to payment processing. This position must work collaboratively with all departments within the organization. CUSTOMER SERVICE SKILLS: Willingness to provide a level of service which will clearly differentiate us from our competitors. INTERPERSONAL SKILLS: Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner. Ability to communicate effectively with customers or employees in writing, in person, or via telephone. Ability to handle workload pressure and deadlines. Ability to work independently. Ability to maintain confidentiality. Team player with a positive outlook. Must be detail oriented and have good organizational skills. ESSENTIAL DUTIES AND RESPONSIBILITIES: Provides customer service via phone, mail, and email for payment processing. Works in a queue based environment and handles the tasks as received. Reviews and processes payment requests, maintenance, research, and customer or banking center initiated requests through various payment processing systems. Performs transactions within associated compliance requirements. Analyzes transactional risk and reasonableness in accordance with bank guidelines. If any concern, escalate to management. Other job duties and/or responsibilities assigned with or without prior notice. OTHER REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Demonstrated proficiency in basic computer applications such as Microsoft Office. Knowledge of FIS IBS Insight and payment processing applications preferred. Ability to learn payment processing systems. Full-Time/Part-Time Full-time Area of Interest Operations All Locations Uniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesCincinnati, Ohio, United StatesIndependence, Ohio, United StatesColumbus, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFort Wayne, Indiana, United StatesFrankfort, Kentucky, United StatesHuntington, West Virginia, United StatesIndianapolis, Indiana, United StatesIronton, Ohio, United StatesNew Albany, Indiana, United StatesParkersburg, West Virginia, United StatesPittsburgh, Pennsylvania, United StatesToledo, Ohio, United StatesWheeling, West Virginia, United StatesYoungstown, Ohio, United States Show more
    $48k-90k yearly est. 1d ago
  • Consumer Loan Resolution Specialist - Credit Resolution - Wheeling, WV

    Wesbanco Bank Inc. 4.3company rating

    Youngstown, OH job

    Back Consumer Loan Resolution Specialist - Credit Resolution #51-8256 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be Bank Plaza - Wheeling, WV, Ellwood City - Ellwood City, PA, Youngstown Main - Youngstown, OH and West Dixie - Elizabethtown, KY. Market Wheeling Work Hours per Week 22.5 Requirements High school diploma or General Education Degree (GED). One year of related experience or training preferred. Job Description SUMMARY: Manages the day-to-day collections of a portfolio of credit lines and consumer and personal loans both secured and unsecured. Maintains a comprehensive knowledge of applicable state and federal regulations relating to collections and ensure that the Bank's policies and procedures are compliant with the same. Prepares files as an account progresses in delinquency and make recommendations to management as to the required action needed to secure possession of our collateral and/or payment of the past due amount. ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Initiates outbound and receives inbound phone calls relating to the collection of delinquent accounts. Reduces delinquency, prevents repossessions and/or foreclosure, and minimizes charge offs/charge downs on assigned accounts. Determines reason for non-payment. Completes Skip Trace on accounts to locate customers for which you have not established phone contact to verify phone number, address, place of employment for the maker and co-maker(s) on the account. Reviews all bank systems as needed (FIS/IBS, Image Centre, etc.) to determine the scope of the customer relationship as well as facilitate in the collection of the account. Prepares necessary documentation for modifications, extensions, and file evaluation. Negotiates payment arrangement with borrower(s). Maintains detailed tracking log on all accounts as you work through the collection process. Processes GL and Payment Tickets as applicable when payment is received. Researches and resolve billing and/or payment disputes on assigned accounts. Verifies "Proof of Insurance" for collateralized loans as needed. Orders appraisals when appropriate. Analyzes loan/collateral file to make recommendation for appropriate action. Reviews personal credit and asset reports to make recommendations as to appropriate strategy. Organizes and prepare files to be referred for repossession and/or foreclosure. Makes appropriate file notations for all correspondence and any other events to Intellect system. OTHER REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Ability to research problem situations and recommend appropriate action. Professional appearance and demeanor, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions-oriented manner. Possess effective organizational skills and ability to handle detail-oriented work with promptness. Ability to work in a fast-paced environment. Full-Time/Part-Time Part-time Area of Interest Credit Administration All Locations Wheeling, West Virginia, United StatesEllwood City, Pennsylvania, United StatesElizabethtown, Kentucky, United StatesYoungstown, Ohio, United States
    $33k-51k yearly est. 2d ago
  • Trade Review Officer - Brokerage -Securities Administration - Parkersburg, WV

    Wesbanco Bank Inc. 4.3company rating

    Cincinnati, OH job

    Back Trade Review Officer - Brokerage -Securities Administration #53-8543 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be in all WesBanco Markets. Market Morgantown Work Hours per Week 37.5 Requirements Associates Degree in Business, Finance, Accounting or related degree preferred. Minimum of three years of experience in the securities industry. Experience and knowledge in Trade Review or Compliance preferred. Knowledge of a broad range of securities and insurance products, FINRA rules, regulations, Securities and Risk Management principles, current economic and market conditions, legislation required. Knowledge of criteria for determining best interest and suitability of proposed purchase of securities/insurance products for each individual client's needs and legal principles of client's capacity/authority to transact business, and the authority of agents, attorneys in fact, executors, administrators and others to transact business on client's behalf required. Series 7 Required Series 63 & 65 or 66 Required Series 24 or ability to obtain series 24 within 90 days of employment required Series 4 and 53 are not required but preferred. (Option to obtain within 180 days of employment) State Insurance license required. Job Description SUMMARY: Responsible for conducting trade review while adhering to regulatory and firm's policies and procedures. Responsible for working independently with minimal supervision. Completes all assigned compliance training timely and maintains professional licenses as required. CUSTOMER SERVICE SKILLS: Must be able to work effectively with a wide variety of departments, managers, staff, clients and auditors. Represents the Company in civic, community and industry functions to network and develop additional business. Ability to evaluate and analyze products and services, and vendors. INTERPERSONAL SKILLS: Ability to exercise independent sound, judgment and discretion and understand when assistance is needed. Strong interpersonal and communication (written and verbal) skills. ESSENTIAL DUTIES AND RESPONSIBILITIES: Responsibilities include Principal Review and approval of transactions while adhering to the firm's established policies and procedures. Provides Principal Review and approval on variety of business types: equities, mutual funds, annuities, life insurance, advisory, etc. Maintains product knowledge and assists with the creation of practices and programs as needed. Communicates with registered representatives for any issues regarding transactions. Communicates with Compliance on regulatory best interest or suitability concerns. Provides guidance to registered representatives to resolve escalated issues surrounding trade review. Reviews daily trade blotter for day-to-day broker activity. Reviews outside brokerage accounts. Reviews electronic communications as needed. Other duties may be assigned. OTHER REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Proficient skills in Word, Excel and Outlook. Full-Time/Part-Time Full-time Area of Interest WesBanco Securities All Locations Uniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesWheeling, West Virginia, United StatesCincinnati, Ohio, United StatesToledo, Ohio, United StatesCleveland, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFrankfort, Kentucky, United StatesFort Wayne, Indiana, United StatesParkersburg, West Virginia, United StatesColumbus, Ohio, United StatesHuntington, West Virginia, United StatesCarmel, Indiana, United StatesIronton, Ohio, United StatesPittsburgh, Pennsylvania, United StatesNew Albany, Indiana, United StatesYoungstown, Ohio, United States Show more
    $59k-98k yearly est. 3d ago
  • Audit Staff - Audit - Wheeling, WV

    Wesbanco Bank Inc. 4.3company rating

    Remote or Cincinnati, OH job

    Back Audit Staff - Audit #51-8453 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally attend in person meetings, although primary functions of the role are performed remotely). Market Wheeling Work Hours per Week 37.5 Requirements Bachelor's degree with a preference in Accounting, Finance or related field; or an Associate's Degree and two years of related Accounting, Audit (External or Internal) and/or Risk Management work experience required. Job Description SUMMARY: Responsible for completing various risk-based internal audits, interacting with various levels of management, and assisting with other audit and special projects, all in accordance with the annual audit plan and global internal audit standards. ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Works under the supervision of the Audit Manager(s). Performs assigned work within the structure of the departmental procedures and the Global Internal Audit Standards published by the Institute of Internal Auditors. Conducts audit testing of assigned areas within established/modified timelines. Assists in the completion of risk-based audit programs. Evaluates or assists in the evaluation of the adequacy and effectiveness of the company's internal control processes. Completes assigned audit procedures that test the accuracy and effectiveness of policies, procedures, risk assessments and other documentation. Prepares work papers that record and summarize assigned audit procedures. Assists in the development of recommendation(s) for corrective action/improvement. Maintains and adheres to information security and confidentiality requirements. OTHER REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Ability to adapt to corporate-wide systems routinely utilized by internal audit staff. Display personal initiative to foster professional development through formal education and cross training of department functions. Ability to complete multiple tasks while meeting assigned deadlines. Ability to complete and comprehend audit processes such as system documentation walk-throughs, source documentation, internal control questionnaires, yield analysis, and lead schedules. Ability to execute assigned audit areas including inquiry/observation, substantive procedures, analytical review procedures, attribute testing, and concluding on assigned test work. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas, and concepts to management and bank employees in a collaborative and solutions oriented manner. Possess strong analytical abilities and skills. Ability to utilize information systems hardware and information systems applications. Proficient in Microsoft Office including Word, Excel and Outlook. Full-Time/Part-Time Full-time Area of Interest Audit All Locations Uniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesCincinnati, Ohio, United StatesIndependence, Ohio, United StatesColumbus, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFort Wayne, Indiana, United StatesFrankfort, Kentucky, United StatesHuntington, West Virginia, United StatesIndianapolis, Indiana, United StatesIronton, Ohio, United StatesNew Albany, Indiana, United StatesParkersburg, West Virginia, United StatesPittsburgh, Pennsylvania, United StatesToledo, Ohio, United StatesWheeling, West Virginia, United StatesYoungstown, Ohio, United States Show more
    $43k-52k yearly est. 2d ago
  • Customer Service Advisor - Upper Valley - Springfield, OH

    Wesbanco Bank Inc. 4.3company rating

    Springfield, OH job

    Back Customer Service Advisor - Upper Valley #32-8686 Springfield, Ohio, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Upper Valley Springfield, OH Banking Center. Market Cincinnati Work Hours per Week 37.5 Requirements High school diploma or GED required. Banking, cash handling, sales, and customer service experience preferred. Job Description Summary: Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, the CSA is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and/or providing necessary additional support of the banking center's sales and operational objectives as assigned. Essential Functions: Excellent Customer Service Operational and Security Proficiency Identify referral opportunities Relationship building Cross-selling of Bank's products and services Business development (inside and outside) Essential Duties and Responsibilities: Personally models the standards of the Bank's Mission, Vision, and Pledge. Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client. Accepts and accurately processes all financial service transactions. Responsible for CSR cash drawer and follows proper balancing and cash handling procedures. Complies and operates within security and audit procedures. Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability. Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services in order to reach individual and team sales goals. Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met. Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals. Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Promotes bank products consistently and makes appropriate business line referrals as defined by location goals. Educates bank team on uncovering opportunities to help advance financial wellness of customers. Sets priorities and follows through on the implementation of the defined sales and service activities. Promotes company products and services in the community to assist in the continuing growth of the Bank. Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements. Actively participates in regular sales and staff meetings. Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues. Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate. Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed. Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Cross trained and expected to assist with operational duties. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Strong consumer lending skills are preferred with a solid understanding of consumer lending products. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing. Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Springfield, Ohio, United States
    $31k-35k yearly est. 3d ago
  • Commercial Banker - Commercial Banking Admin DEF - Defiance, OH

    Wesbanco Bank Inc. 4.3company rating

    Defiance, OH job

    Back 89d Commercial Banker - Commercial Banking Admin DEF #11-8463 Defiance, Ohio, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Defiance Main. Market Defiance Work Hours per Week 40 Requirements Bachelor's Degree (B.S.) degree or equivalent from four-year College or university. 3 years related experience and/or training; or equivalent combination of education and experience to include the management of Commercial Real Estate relationships. Job Description Summary Responsible for the management of borrowing and depository relationships with commercial clients, focusing on Lending. In addition, you will also be responsible for the solicitation of new commercial clients through direct sales calls. The development of community and business relationships is necessary to facilitate sales referrals to our sales partners (trust, insurance, treasury management, retail, mortgage partners) and to maintain knowledge of local business conditions. This commercial banking officer must also support the Bank's CRA lending initiatives. Essential Duties and Responsibilities include the following. Other duties may be assigned. Originates and Manages lending and deposit relationships with middle market as well as larger commercial customers. Maintains and effectively manage an individual commercial portfolio in all respects. Analyzes financial statements and customer profiles to support the needs of existing and potential customers. Works with other bank departments, such as CRM and BBS to effectively manage the credit process. Works on multiple complex projects simultaneously, and successfully. Works closely with the Special Asset Unit in the collection of past due loans and workout of problem credits. Actively participates in community and civic organizations. Leverages both community development and external relationships in order to meet bank growth and community development goals. Promotes banking services to existing and perspective commercial customers. Assist with the coordination of CRA lending initiatives within the corporate lending department. Supports the bank's sales culture. Originates, develops and maintains relationships with commercial customers for their financial needs through direct and ongoing sales calls and referrals. Provide loan structures to meet customer needs and ensure that appropriate documentation exists in order to adequately protect the bank. Adheres to bank policy. Originates new business opportunities through outside business development sales calls to centers of influence and perspective customers. Follows up all internal and external customer referrals. Actively supports all internal business units by providing quality referrals through development of community and business relationships. Responsible for the sales management of assigned accounts. Other Skills and Abilities Willingness to provide a high level of professional service which will clearly differentiate us from our competitors. Employee must be willing to become familiar with and promote bank products and services. Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees, bank customers and prospects. Must be willing to work as part of a team. Must possess a high degree of leadership skills. Possess ability and commitment to develop business relationships with business borrowers. Ability to work under pressure. Other Requirements Travel required for training, meetings and to meet with clients and prospects. Must be willing to become familiar with and promote bank products and services Full-Time/Part-Time Full-time Area of Interest Lending All Locations Defiance, Ohio, United States
    $43k-69k yearly est. 2d ago
  • Trade Review Officer - Brokerage -Securities Administration - Parkersburg, WV

    Wesbanco Bank Inc. 4.3company rating

    Uniontown, OH job

    Back Trade Review Officer - Brokerage -Securities Administration #53-8543 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be in all WesBanco Markets. Market Morgantown Work Hours per Week 37.5 Requirements Associates Degree in Business, Finance, Accounting or related degree preferred. Minimum of three years of experience in the securities industry. Experience and knowledge in Trade Review or Compliance preferred. Knowledge of a broad range of securities and insurance products, FINRA rules, regulations, Securities and Risk Management principles, current economic and market conditions, legislation required. Knowledge of criteria for determining best interest and suitability of proposed purchase of securities/insurance products for each individual client's needs and legal principles of client's capacity/authority to transact business, and the authority of agents, attorneys in fact, executors, administrators and others to transact business on client's behalf required. Series 7 Required Series 63 & 65 or 66 Required Series 24 or ability to obtain series 24 within 90 days of employment required Series 4 and 53 are not required but preferred. (Option to obtain within 180 days of employment) State Insurance license required. Job Description SUMMARY: Responsible for conducting trade review while adhering to regulatory and firm's policies and procedures. Responsible for working independently with minimal supervision. Completes all assigned compliance training timely and maintains professional licenses as required. CUSTOMER SERVICE SKILLS: Must be able to work effectively with a wide variety of departments, managers, staff, clients and auditors. Represents the Company in civic, community and industry functions to network and develop additional business. Ability to evaluate and analyze products and services, and vendors. INTERPERSONAL SKILLS: Ability to exercise independent sound, judgment and discretion and understand when assistance is needed. Strong interpersonal and communication (written and verbal) skills. ESSENTIAL DUTIES AND RESPONSIBILITIES: Responsibilities include Principal Review and approval of transactions while adhering to the firm's established policies and procedures. Provides Principal Review and approval on variety of business types: equities, mutual funds, annuities, life insurance, advisory, etc. Maintains product knowledge and assists with the creation of practices and programs as needed. Communicates with registered representatives for any issues regarding transactions. Communicates with Compliance on regulatory best interest or suitability concerns. Provides guidance to registered representatives to resolve escalated issues surrounding trade review. Reviews daily trade blotter for day-to-day broker activity. Reviews outside brokerage accounts. Reviews electronic communications as needed. Other duties may be assigned. OTHER REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Proficient skills in Word, Excel and Outlook. Full-Time/Part-Time Full-time Area of Interest WesBanco Securities All Locations Uniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesWheeling, West Virginia, United StatesCincinnati, Ohio, United StatesToledo, Ohio, United StatesCleveland, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFrankfort, Kentucky, United StatesFort Wayne, Indiana, United StatesParkersburg, West Virginia, United StatesColumbus, Ohio, United StatesHuntington, West Virginia, United StatesCarmel, Indiana, United StatesIronton, Ohio, United StatesPittsburgh, Pennsylvania, United StatesNew Albany, Indiana, United StatesYoungstown, Ohio, United States Show more
    $62k-104k yearly est. 3d ago
  • Payments Associate - Bank Operations - Wheeling, WV

    Wesbanco Bank Inc. 4.3company rating

    Cincinnati, OH job

    Back Payments Associate - Bank Operations #51-8592 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally attend in person meetings, although primary functions of the role are performed remotely). Market Wheeling Work Hours per Week 37.5 Requirements High school diploma or general education degree (GED) required. Associate's Degree in Business, Finance, or Accounting preferred. Customer Service and administrative experience required with payment or bank operations experience preferred. Job Description SUMMARY: The payment areas include ACH, Wire and other real time payment channels. The payment areas handle processing of payment receipt and delivery for all customers. The primary responsibilities include handling the flow of transactions and work to ensure proper and timely posting of payments. The payment area strives to provide excellent internal and external customer support for existing consumer and business accounts. The Payments Associate performs a variety of routine daily tasks including processing payment transactions, reviewing reports, and assisting with reconciliation duties. Responsible for providing internal customer support to all branches, treasury management, corporate banking, and lending personnel concerning questions in regards to payment processing. This position must work collaboratively with all departments within the organization. CUSTOMER SERVICE SKILLS: Willingness to provide a level of service which will clearly differentiate us from our competitors. INTERPERSONAL SKILLS: Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner. Ability to communicate effectively with customers or employees in writing, in person, or via telephone. Ability to handle workload pressure and deadlines. Ability to work independently. Ability to maintain confidentiality. Team player with a positive outlook. Must be detail oriented and have good organizational skills. ESSENTIAL DUTIES AND RESPONSIBILITIES: Provides customer service via phone, mail, and email for payment processing. Works in a queue based environment and handles the tasks as received. Reviews and processes payment requests, maintenance, research, and customer or banking center initiated requests through various payment processing systems. Performs transactions within associated compliance requirements. Analyzes transactional risk and reasonableness in accordance with bank guidelines. If any concern, escalate to management. Other job duties and/or responsibilities assigned with or without prior notice. OTHER REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Demonstrated proficiency in basic computer applications such as Microsoft Office. Knowledge of FIS IBS Insight and payment processing applications preferred. Ability to learn payment processing systems. Full-Time/Part-Time Full-time Area of Interest Operations All Locations Uniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesCincinnati, Ohio, United StatesIndependence, Ohio, United StatesColumbus, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFort Wayne, Indiana, United StatesFrankfort, Kentucky, United StatesHuntington, West Virginia, United StatesIndianapolis, Indiana, United StatesIronton, Ohio, United StatesNew Albany, Indiana, United StatesParkersburg, West Virginia, United StatesPittsburgh, Pennsylvania, United StatesToledo, Ohio, United StatesWheeling, West Virginia, United StatesYoungstown, Ohio, United States Show more
    $46k-86k yearly est. 1d ago
  • Audit Staff - Audit - Wheeling, WV

    Wesbanco Bank Inc. 4.3company rating

    Remote or Uniontown, OH job

    Back Audit Staff - Audit #51-8453 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally attend in person meetings, although primary functions of the role are performed remotely). Market Wheeling Work Hours per Week 37.5 Requirements Bachelor's degree with a preference in Accounting, Finance or related field; or an Associate's Degree and two years of related Accounting, Audit (External or Internal) and/or Risk Management work experience required. Job Description SUMMARY: Responsible for completing various risk-based internal audits, interacting with various levels of management, and assisting with other audit and special projects, all in accordance with the annual audit plan and global internal audit standards. ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Works under the supervision of the Audit Manager(s). Performs assigned work within the structure of the departmental procedures and the Global Internal Audit Standards published by the Institute of Internal Auditors. Conducts audit testing of assigned areas within established/modified timelines. Assists in the completion of risk-based audit programs. Evaluates or assists in the evaluation of the adequacy and effectiveness of the company's internal control processes. Completes assigned audit procedures that test the accuracy and effectiveness of policies, procedures, risk assessments and other documentation. Prepares work papers that record and summarize assigned audit procedures. Assists in the development of recommendation(s) for corrective action/improvement. Maintains and adheres to information security and confidentiality requirements. OTHER REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Ability to adapt to corporate-wide systems routinely utilized by internal audit staff. Display personal initiative to foster professional development through formal education and cross training of department functions. Ability to complete multiple tasks while meeting assigned deadlines. Ability to complete and comprehend audit processes such as system documentation walk-throughs, source documentation, internal control questionnaires, yield analysis, and lead schedules. Ability to execute assigned audit areas including inquiry/observation, substantive procedures, analytical review procedures, attribute testing, and concluding on assigned test work. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas, and concepts to management and bank employees in a collaborative and solutions oriented manner. Possess strong analytical abilities and skills. Ability to utilize information systems hardware and information systems applications. Proficient in Microsoft Office including Word, Excel and Outlook. Full-Time/Part-Time Full-time Area of Interest Audit All Locations Uniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesCincinnati, Ohio, United StatesIndependence, Ohio, United StatesColumbus, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFort Wayne, Indiana, United StatesFrankfort, Kentucky, United StatesHuntington, West Virginia, United StatesIndianapolis, Indiana, United StatesIronton, Ohio, United StatesNew Albany, Indiana, United StatesParkersburg, West Virginia, United StatesPittsburgh, Pennsylvania, United StatesToledo, Ohio, United StatesWheeling, West Virginia, United StatesYoungstown, Ohio, United States Show more
    $45k-54k yearly est. 2d ago
  • SBA Loan Closing Specialist I

    Columbia Banking System, Inc. 4.5company rating

    Columbia Banking System, Inc. job in Oregon, OH

    About the Role: In this role, you will process and fund bank approved SBA 7(a), USDA, 504 and other government guaranteed loans as assigned by the SBA Closing Director. Work with borrowers, production staff and third parties to ensure timely and accurate loan closings. Collect and review documentation, perform borrower, entity, and loan related searches, perfect loan collateral, and ensure proper documentation of loans as specified and approved by the Bank and the requirements that fall within the Standard Operating Procedures of the Small Business Administration and other Government Guaranteed Loan Programs. * Identify and collect documentation in support of and as specified within the banks' loan approval. Plan tasks and workflows to meet closing deadlines. * Order Flood certifications, IRS Verifications, Site Visit reports CAVIRs, OFACS, UCC Searches and other reports as required. Review insurance documents to ensure proper type and coverage for each transaction. * Verify and determine the amount and source of borrower injection funds. * Review Purchase and Sale Agreements, Real Estate documents, entity documents of potential borrowers and related entities to ensure compliance with bank and SBA requirements. * Prepare lenders instructions and coordinate loan closings with escrow and title companies. * Perform loan related searches on individuals, entities, and collateral. * Responsible for accurate ordering and generation of Laser Pro and SBA documents. * Coordinate closings between borrowers, Bank Associates, Certified Development Companies, and escrow/title companies as necessary. Facilitate loan funding and the subsequent follow up for all post-closing documentation items. * Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. * Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. * Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. * May be asked to coach, mentor, or train others within the team. * Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. * Takes personal initiative and is a positive example for others to emulate. * Embraces our vision to become "Business Bank of Choice" * May perform other duties as assigned About You: * H.S. Diploma/GED * 4-7 years of SBA closing experience and knowledge of SBA loan program requirements or equivalent work experience, required. * Basic knowledge of SBA, Standard Operating Procedures, and USDA requirements. * Ability to comply with bank policy and procedures. * Experience working with SBA production staff and underwriters. * Ability to actively manage 3-5 loan files on an on-going basis, with adherence to bank established Closing Service Level Agreements. * Demonstrate a high level of organization, attention to detail, accuracy, and thoroughness, with the ability to multi-task. * Knowledge of personal computer and related software packages, including but not limited to, MS Office Word, Excel, and Outlook, and other business machines standard in the industry. * Ability to work under pressure and organize own work with guidance from Supervisor. Job Location(s): Ability to work fully onsite at posted location(s). The pay range for this role is $28.00 - $40.00. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process. Primary Location: Ability to work fully onsite at posted location(s). 3111 Camino Del Rio North Suite 200 San Diego CA 92108 Our Benefits: We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: http://******************** To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
    $28-40 hourly Auto-Apply 9d ago
  • Commercial Banker - Admin. Bowling Green, OH - Bowling Green, OH

    Wesbanco Bank Inc. 4.3company rating

    Bowling Green, OH job

    Back 168d Commercial Banker - Admin. Bowling Green, OH #12-8259 Bowling Green, Ohio, United States Apply X Facebook LinkedIn Email Copy Location is 100% in office and located at our Bowling Green office. Market Findlay Work Hours per Week 40 Requirements SUMMARY: As a Commercial Banker you will be a generalist responsible for the management of borrowing and depository relationships with commercial clients, focusing on C&I Lending. In addition, the solicitation of new commercial clients through direct sales calls. The development of community and business relationships is necessary to facilitate sales referrals to our sales partners (trust, insurance, treasury management, retail, mortgage partners) and to maintain knowledge of local business conditions. This commercial banking officer must also support the Bank's CRA lending initiatives. QUALIFICATIONS: * Bachelor's Degree (B.S.) degree or equivalent from four-year College or university. * A minimum of 5 years related experience and/or training; or equivalent combination of education and experience to include the management of Commercial & Industrial (C&I) relationships. Job Description Commercial Banker DEPT.: Corporate Banking Administration SUMMARY: As a Commercial Banker you will be a generalist responsible for the management of borrowing and depository relationships with commercial clients, focusing on C&I Lending. In addition, the solicitation of new commercial clients through direct sales calls. The development of community and business relationships is necessary to facilitate sales referrals to our sales partners (trust, insurance, treasury management, retail, mortgage partners) and to maintain knowledge of local business conditions. This commercial banking officer must also support the Bank's CRA lending initiatives. QUALIFICATIONS: * Bachelor's Degree (B.S.) degree or equivalent from four-year College or university. * A minimum of 5 years related experience and/or training; or equivalent combination of education and experience to include the management of Commercial & Industrial (C&I) relationships. INTERPERSONAL SKILLS: * Willingness to provide a high level of professional service which will clearly differentiate us from our competitors. * Must be willing to become familiar with and promote bank products and services. * Professional demeanor in appearance, interpersonal relations, work ethic and attitude. * Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees, bank customers and prospects. * Must be willing to work as part of a team. * Must possess a high degree of leadership skills. * Possess ability and commitment to develop business relationships with business borrowers. * Ability to work under pressure. EMPLOYEE SKILLS: * Ability to originated and manage lending and deposit relationships with middle market as well as larger commercial customers. * Ability to maintain and effectively manage an individual commercial portfolio I all respects. * Ability to analyze financial statements and customer profiles to support the needs of existing and potential customers. * Ability to work with other bank departments, such as CRM and BBS to effectively manage the credit process. * Able to provide training, oversight and mentoring and daily direction of administrative assistants in carrying out an effective work environment. * Ability to work on multiple complex projects simultaneously, and successfully. * Work closely with the Special Asset Unit in the collection of past due loans and workout of problem credits. * Actively participates in community and civic organizations. Leverages both community development and external relationships in order to meek bank growth and community development goals. * Cross sells banking services to existing and perspective commercial customers. * Assist with the coordination of CRA lending initiatives within the corporate lending department. * Supports the bank's sales culture. Originates, develops and maintains relationships with commercial customers for their financial needs through direct and ongoing sales calls and referrals. * Provides loan structures to meet customer needs and ensures appropriate documentation exists in order to adequately protect the bank. Adheres to bank policy. * Originates new business opportunities through outside business development sales calls to centers of influence and perspective customers. * Follows up all internal and external customer referrals. Actively supports all internal business units by providing quality referrals through development of community and business relationships. * Responsible for the sales management of assigned accounts. OTHER REQUIREMENTS: * Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. * Travel required for training, meetings and to meet with clients and prospects. Full-Time/Part-Time Full-time Area of Interest Lending All Locations Bowling Green, Ohio, United States
    $43k-70k yearly est. 2d ago

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Columbia Bank may also be known as or be related to COLUMBIA BANKING SYSTEM INC., Columbia Bank, Columbia Banking System Inc, Columbia Banking System, Inc. and Columbia Financial, Inc.