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  • Financial Services Representative

    Pyramid Consulting, Inc. 4.1company rating

    Consumer banker job in Columbus, OH

    Immediate need for a talented Financial Services Representative. This is a 06+ months contract opportunity with long-term potential and is located in Colombus, OH (Hybrid). Please review the job description below and contact me ASAP if you are interested. Job ID: 25-93606 Pay Range: $18.50 - $19/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan. Key Responsibilities: Hours: 8 hrs. per day || 40 hrs. in a week Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process Start date is flexible. Looking for contingent worker to work 12 PM to 5 PM Monday through Friday. Training will be in office but will only be required to come in 2 days per week either Monday and Tuesday or Tuesday and Wednesday after training is completed. Provides prompt efficient service for assigned product and/or service center internal and external customers. Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product. Reviews, underwrites, and processes applications for client contracts, client withdrawals, and life withdrawals in accordance with government regulations, contract provisions, and internal procedures and controls. Requests additional information when necessary. Communicates with customers, other departments, regional and/or field offices and other industry companies through oral and written communications. Maintains appropriate records. Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses. Researches and corrects errors. Demonstrates the initiative and flexibility to identify situations that require exception processing and seek alternatives from more experienced personnel. Performs other duties as requested. Key Requirements and Technology Experience: Key Skills; Customer Service, technical proficiency I.e MS office and excel, problem Solving Four years of work experience. Work experience with undergraduate studies preferred. Knowledge: General office practices, customer service, and office equipment. Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred. Basic mathematics and problem-solving techniques. Excel skills preferred. Ability to prioritize own work within standards. Effective written and oral communication skills to interact with customers, team members, and management. Decision making skills necessary for customer contacts. Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action. Decision making skills necessary for problem identification and correction. Proven ability to operate a CRT and PC. Education: High school diploma. Undergraduate diploma desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable. Our client is a leading Financial Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration. Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.
    $18.5-19 hourly 5d ago
  • Remote Insurance and Investments Financial Services Rep

    Rainmakers Inc. 3.7company rating

    Remote consumer banker job

    Work From Anywhere Part-Time or Full-Time Insurance • Investments • Mortgage Looking for supplemental income or a career change? We train and license you to work in 3 of the most stable, high-paying industries no experience required. What's Included: Paid training + State & Federal licenses (covered) Flexible schedule perfect for travelers or stay-at-home professionals No quotas or income caps Residual income + bonuses + stock options Tax advantages (1099 contractor) Requirements: 18+ & no felony record Reliable Wi-Fi & Zoom access Self-motivated & trustworthy
    $31k-43k yearly est. 60d+ ago
  • Licensed Loan Officer - Consumer Direct

    Lower LLC 4.1company rating

    Consumer banker job in Columbus, OH

    Here at Lower, we believe homeownership is the key to building wealth, and we're making it easier and more accessible than ever. As a mission-driven fintech, we simplify the home-buying process through cutting-edge technology and a seamless customer experience. With tens of billions in funded home loans and top ratings on Trustpilot (4.8), Google (4.9), and Zillow (4.9), we're a leader in the industry. But what truly sets us apart? Our people. Join us and be part of something bigger. Job Description: Ready to take your mortgage career to the next level? If you're already thriving in a direct-to-consumer lending environment, you know the formula: high-quality leads, fast tech, and a company that backs you with real support. At Lower, we've perfected that model - and we're looking for licensed loan officers who want to close more deals, earn more, and make a bigger impact. What You'll Do Work high-intent inbound leads - no cold calling, just real conversations with ready-to-act borrowers. Connect via phone, text, and email to guide prospects through the loan process with clarity and confidence. Educate and advise borrowers on products that fit their goals - whether it's purchase, refi, or cash-out. Analyze credit and financial data to match customers with the right solution. Present pricing and terms in line with company standards and compliance requirements. Drive repeat and referral business through exceptional service and follow-through. Who You Are You hold an active NMLS license and have 1+ year of experience originating loans in a consumer-direct model. You're a closer - driven by performance, motivated by commission, and wired for results. You thrive in a fast-paced, tech-enabled environment and know how to manage a high-volume pipeline. You're passionate about helping people make smart financial decisions and delivering a 5-star experience. Experience with Encompass is a plus - but hustle and heart matter more. Why You'll Love Lower Best-in-class leads delivered daily - plus top-tier comp for any business you bring in yourself. A brand built on trust: 20K+ five-star reviews across Google, Zillow, LendingTree, and Facebook. Training that actually matters - weekly sessions to sharpen your skills and stay ahead of the curve. A culture that rewards performance and celebrates impact. What You'll Get Competitive commission structure with uncapped earning potential Full benefits: medical, dental, vision, paid holidays, PTO, parental leave Life insurance, short- and long-term disability, 401(k) with company match Corporate wellness program Employee discount on home mortgage purchases and refinances Where You'll Work Join us at our Columbus HQ at 711 N High Street - right in the heart of the Short North district. Want to close more loans with less friction? Let's talk. Apply now and see what it's like to work at a company that's built for loan officers - by people who get it. Lower provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Privacy Policy
    $60k-72k yearly est. Auto-Apply 60d+ ago
  • Resume Bank

    Blue Rose Technologies 3.9company rating

    Remote consumer banker job

    Blue Rose Research develops a wide range of cutting-edge products used by the most important progressive organizations in the country. Our research informs short- and long-term strategy for advancing progressive causes and has a trusted track record among key decision makers. The team has a storied history and has worked with central players to develop strategy and direct hundreds of millions of dollars of resources. The work produced by Blue Rose Research is widely regarded as among the most technically sophisticated in the space. If you join us, you'll be plugging into a diverse team of decorated engineers, data scientists and political analysts who are closely connected to some of the most important decision makers in the progressive ecosystem. If you do not see a position available that fits your skillset or would like to stay informed about new roles, please submit your information here. Note: We can only hire candidates who are lawfully authorized to work in the United States.
    $60k-105k yearly est. Auto-Apply 60d+ ago
  • Virtual Banker

    Peoples Bancorp Inc. 4.5company rating

    Consumer banker job in Worthington, OH

    Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank: * American Banker Best Banks to Work For in 2021, 2022, and 2023 * Top Workplaces USA national award in 2022, 2023, and 2024 * Newsweek's America's Best Banks 2023, and 2024 * Newsweek's America's Greatest Workplaces 2024 and 2025 * U.S. News & World Report's Best Companies to Work For in Banking and in the Midwest 2024-2025 At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation, and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization. Job Purpose: The primary purpose of this role is to provide comprehensive relationship management for an assigned portfolio of business customers, including oversight of business term loans, real estate loans, line of credit, and depository accounts. The position is responsible for ensuring the health and performance of the portfolio through proactive delinquency management, timely processing of loan renewals and extensions, and coordination of loan modifications within established bank policies. The role also includes managing depository overdrafts, supporting the maintenance of specialized loan portfolios, and working collaboratively with Retail Branches and internal departments to negotiate and process all necessary loan and depository documentation. Job Duties: * Direct management of an assigned portfolio of business customers. This portfolio includes business term loans, business real estate loans, lines of credit, and depository accounts. * Perform delinquency management of assigned portfolio including out-bound telephone contacts and email communication, as well as coordinating additional collection activities with other partners within Credit Administration. * Management of loan maturities to ensure on-time processing of all related renewals and extensions. * Facilitate all requests for modifications of existing loans within the guidance of specified bank policies and procedures. * Depository overdraft management for assigned deposit accounts. * Assist in maintenance and management of specialized loan portfolios housed within the Business Loan Group. * Work with a team of Retail Branches to assist in the negotiation of any depository or loan documents that will need processed for the assigned portfolio of business customers. * Work with multiple internal departments to smoothly process all required documentation to effectively manage the assigned portfolio. * Will perform special projects as assigned. Education, Job Skills and Qualifications: * Bachelor's degree required. Specialization in accounting, finance, or economics preferred. * 1-3 years of experience in business or commercial lending required. * Analytically minded - ability to evaluate financial statements, business and personal tax returns, and interpret results and reach conclusions. * Strong verbal and written communications skills. * Strong problem solving and conflict resolution skills. * Strong interpersonal skills. * Highly organized and attentive to detail. * Proven ability to exercise discretion and sound judgement. * Proven ability to effectively communicate viewpoint and make independent decisions. * Ability to understand and apply bank's credit policy. * Proficient with Microsoft suite of products, especially Excel, nCino experience a plus. * Some travel may be required; must have valid driver's license for travel throughout Peoples Bank footprint of offices. * Team player. Basic Qualifications: * Bachelor's degree. * 1-3 years of experience in business or commercial lending required. * Some travel may be required; must have valid driver's license for travel throughout Peoples Bank footprint of offices. Equal Opportunity Employer M/F/Disabled/Vet; If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process, or other inquiries.
    $58k-104k yearly est. 60d+ ago
  • Bank of NY Mellon Transition

    Cushman & Wakefield 4.5company rating

    Remote consumer banker job

    Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications. The company will not pay less than minimum wage for this role. Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated. In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ************** or email ***********************. Please refer to the job title and job location when you contact us. INCO: “Cushman & Wakefield”
    $33k-54k yearly est. Auto-Apply 41d ago
  • Part Time Associate Banker Columbus Central West (30 Hours)

    JPMC

    Consumer banker job in Columbus, OH

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.
    $39k-83k yearly est. Auto-Apply 60d+ ago
  • Universal Banker I

    United Community Bank 4.5company rating

    Remote consumer banker job

    Are you a people person who thrives building and maintaining relationships? Do you excel at working within established guidelines while effectively communicating with others? If so, we have the perfect opportunity for you! United Community is seeking a highly skilled Universal Banker. As a Universal Banker, you will have the opportunity to deliver excellent experiences for customers and prospects. In addition to assisting with everyday transacations, you will support customers with their financial wellness by having needs-based conversations, identifying appropriate solutions. Depending on your experience, you may be considered for either a Universal Banker I or II position. What You'll Do * Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions and appointment setting * Assist customers financially by delivering loan products, while ensuring packages are correct and complet to minimize exceptions * Identify opportunities and make referrals, cross-sell banking products and services to other areas of the bank * Educate customers on options for managing transactions using technology and all other tools and resources available * Apply product and service knowledge to effectively solve customer problems * Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality * Ensure adherence to banking regulations and internal policies Requirements For Success * 1+ year of previous banking experience is required * Demonstrated analytical, accuracy, and problem-solving skills * Strong verbal and written interpersonal communication skills Preferred Knowledge and Skills: * NMLS license * Current Notary Public Certification Conditions of Employment * Must be able to pass a criminal background and credit check * This is a full-time, non-remote position FLSA Status: * Non-Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $32,146.00 - USD $45,185.00 /Yr.
    $32.1k-45.2k yearly 4d ago
  • Lead Universal Banker / Teller - Westerville, OH

    Middlefield Banc Corp 3.8company rating

    Consumer banker job in Westerville, OH

    The Middlefield Banking Company is a full service FDIC-insured commercial bank and LPL Financial brokerage headquartered in Middlefield, Ohio. We have 21 branches serving Beachwood, Chardon, Cortland, Dublin, Garrettsville, Mantua, Middlefield, Newbury, Plain City, Powell, Orwell, Solon, Sunbury, Twinsburg, Westerville, Bellefontaine, Marysville, Ada, and Kenton. The Bank also operates a Loan Production Office in Mentor, Ohio. Dating back to 1901, The Middlefield Banking Company has been a leader in delivering quality personal financial service to its communities. We are continually recognized as one of the most profitable community banks in the U.S. If you are you seeking an opportunity to learn more or have a desire to start or advance your career in the banking industry, the Middlefield Banking Company is looking for enthusiastic team members to join our team! Summary of Lead Universal Banker: The Lead Universal banker provides exceptional customer service to new, potential and existing customers. A friendly and professional demeanor is expected. Primary responsibilities include, but are not limited to, account openings of all deposit accounts, promote all bank products and services, and participate with IQ Leads calling daily. The Lead Universal Banker receives and processes all transactions for customer related business, but not limited to check cashing, deposits, loan payments, safe deposit rental and payments, sales of negotiable instruments and processing wire transfers. The Lead Universal Banker is expected to support and promote all bank products and services while conversing with customers, and by referrals generated through IQ Leads. Additionally, the Lead Universal Banker will monitor and promote a positive customer and employee friendly experience. Lead Universal Bankers are expected to exude initiative and motivate. Assist the Branch Manager as needed with Branch operations including but not limited to staff scheduling and staff relations, as well as outside calling efforts. Must be a self-starter. To be successful as a Lead Teller at Middlefield Bank: 3-5 years of Management or Leadership experience 3-5 years opening new accounts for both consumers and businesses 3-5 years of cash handling 3-5 years of customer service Experience with bank information systems Proficient in the use of Microsoft Office Products Works with integrity and honesty in a Team environment Outstanding Customer focus; both internal and external Superior time management and organizational skills Background Check and Credit Check Notice: As part of our standard hiring process, The Middlefield Banking Company conducts background checks and credit checks on all potential employees. This is done to ensure the safety and security of our workplace, as well as to assess an individual's eligibility for certain roles that require financial responsibility. Any job offer made will be contingent upon the successful completion of these checks. The Middlefield Banking Company is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, pregnancy, veteran status or any other protected characteristic as outlined by federal, state, or local laws
    $37k-43k yearly est. Auto-Apply 11d ago
  • Financial Services Representative - State Farm Agent Team Member

    Beth Moloughney-State Farm Agent

    Remote consumer banker job

    Job DescriptionBenefits: Bonus based on performance Flexible schedule Paid time off ROLE DESCRIPTION: As a Financial Service Rep with the Beth Moloughney Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. State Farm Experience required FINRA Series 6 and 63 and 65 licenses required Life Health License required This is a remote position.
    $29k-54k yearly est. 30d ago
  • Patient Financial Services Representative III

    Fairview Health Services 4.2company rating

    Remote consumer banker job

    Fairview is looking for a Patient Financial Services Representative III to join our team! This is a fully remote position approved for a 1.0 FTE (80 hours per pay period) on the day shift. The DME/Follow-up/Billing department manages patient accounts by applying strong knowledge of insurance guidelines, denial codes, collection practices, and customer service. The team independently resolves billing concerns, processes correspondence and payment research, reviews explanations of benefits, and communicates clearly with patients, payers, and vendors to ensure timely and accurate claim resolution. Additional responsibilities include managing bad debt, completing refunds, verifying insurance, securing authorizations, and confirming sales orders in alignment with payer and compliance requirements. Responsibilities * Manages and resolves complex patient accounts by ensuring accurate financial transactions, appropriate reimbursements, and timely follow-up with payers, patients, and internal partners. * Performs daily work with high accuracy and productivity, following departmental best practices while identifying and implementing process improvements. * Serves as a subject matter expert with advanced knowledge of revenue cycle workflows, systems (including Brightree, expected payment calculations), payer policies, and regulatory requirements. * Conducts detailed investigations of high-complexity accounts, processes internal and external correspondence, and ensures clear, professional communication. * Utilizes multiple systems and payer portals to secure payment, verify insurance/demographics, apply correct adjustments, and educate patients/guarantors on financial responsibilities. * Provides mentorship and support to team members, leading discussions, facilitating meetings, and contributing to high-visibility projects. * Collaborates across departments to expedite account resolution and support business outcomes through accurate documentation, single-touch resolution, and continuous workflow optimization. Required Qualifications * 2 years in a medical billing office setting or relevant experience * Organizational skills, Communication skills, Attention to detail * Ability to problem solve and able to utilize resources independently Preferred Qualifications * 2 years of medical billing office setting experience * MS Office experience * Coordination of benefits experience * Epic, Brightree, Billing Bridge, or comparable software account experience * Experience working with medical terminology * Experience working with CPT-4 and ICD-10 * Extensive knowledge of FV account review experience * Extensive knowledge of FV system applications * Extensive knowledge of FV RCM workflows * Billing certification * Substantial system super user experience Benefit Overview Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: ***************************************************** Compensation Disclaimer An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored. EEO Statement EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status
    $27k-45k yearly est. Auto-Apply 22d ago
  • Part Time Associate Banker Columbus Central East (30 Hours)

    Jpmorgan Chase & Co 4.8company rating

    Consumer banker job in Bexley, OH

    JobID: 210628897 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities * Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. * Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. * Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. * Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. * Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills * Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. * Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. * Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. * Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. * Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. * Ability to quickly and accurately learn products, services, and procedures. * Client service experience or comparable experience. * High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Cash handling experience.
    $19k-40k yearly est. Auto-Apply 60d+ ago
  • Entry-Level Financial Services Representative

    Munger Agency

    Remote consumer banker job

    About Us The Munger Agency is a fast-growing financial services organization focused on helping individuals and families plan for a more secure future. We believe in empowering motivated individuals to take control of their careers while making a meaningful difference in the lives of others. Our team is remote-first, growth-driven, and dedicated to mentorship and professional development. Job Summary We are looking for self-motivated, coachable individuals who are ready to launch a long-term career in financial services. In this role, you'll connect with clients, identify their needs, and guide them through personalized financial solutions. No experience is required-we provide complete training and support to help you succeed from day one. Key Responsibilities Communicate with prospective clients who have requested information Understand individual needs and provide tailored recommendations Manage your schedule, client follow-ups, and personal goals independently Work within a team-focused environment that values learning and collaboration Participate in regular training and mentorship to improve performance What We Offer Work-from-home flexibility with full-time or part-time options Complete training and hands-on mentorship A supportive and growth-oriented team culture Clear path to advancement and leadership opportunities Requirements What You Need Strong communication skills and a desire to help others Self-discipline and a high level of personal responsibility Willingness to learn and adapt in a fast-paced environment Comfortable working independently and remotely Must be 18 or older and authorized to work in the U.S.
    $31k-50k yearly est. 60d+ ago
  • Universal Banker

    Sb Financial Group, Inc. 4.0company rating

    Consumer banker job in Dublin, OH

    State Bank, a growing community bank, has an exciting employment opportunity based out of our Dublin office! We are looking for a Full Time Universal Banker to join our dynamic team of sales and service professionals. We offer an extensive benefits package including competitive compensation, retirement savings plans, medical/dental/vision, company-paid life and AD&D insurance, paid time off, short and long term disability, quarterly incentives, and more! In addition, State Bank strives to give back to the community. State Bank GIVES (Gathering Individuals to Volunteer, Empower and Serve) is a Volunteer program created to provide local non-profit organizations access to State Bank employees who volunteer their time to make a difference in the lives of the people and communities we serve. Apply Today! Equal Opportunity Employer
    $32k-37k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative State Farm Agent Team Member

    Grant Buckner-State Farm Agent

    Remote consumer banker job

    Job DescriptionBenefits: Bonus based on performance Competitive salary Opportunity for advancement Paid time off ROLE DESCRIPTION: As a Financial Services Representative with Grant Buckner State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Bachelor's degree in finance, economics, accounting, or a related field. Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits Profit sharing Growth potential/Opportunity for advancement within my office This is a remote position.
    $28k-49k yearly est. 30d ago
  • Small Business Banker II

    Northwest Bank 4.8company rating

    Consumer banker job in Columbus, OH

    The Small Business Banker II services a wide variety of business loans including commercial and industrial loans, SBA, and commercial real estate while working as part of a team with branches, credit, and product partners. This position develops meaningful relationships and engages in cross- selling credit and noncredit products as appropriate. Essential Functions: Develop new and expanding existing small business relationships Consistently achieve 8-12% year over year net balance sheet growth on an annual basis depending upon market conditions and regional budget assignment Develop partnerships with Branch Managers, Treasury Management Advisors, Merchant Services and Trust and Investment Advisors to promote additional business opportunities and profitability for Northwest Call on potential or existing customers to develop new business as well as retain existing business with companies with revenues generally less than $10 million Engages in joint-calling activity with branch partners at a regular frequency Works to promote cross-sell behaviors personally and within assigned branch territory Interview applicants to develop information concerning their financial needs and repayment ability in order to assess acceptable level of risk Follow current loans to ensure complete compliance with terms Proactively keep abreast of industry trends 25% of calls prospecting new clients and relationships Achieve and exceed budget goals as assigned by Region Actively participate in community affairs Encourage clients to maintain their personal banking at Northwest Prepare electronic loan applications for submission to Credit Make loan presentations and recommendations to Credit, team leaders and senior line of business managers as required Partner with credit to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management, merchant services and other related commercial services Ensure risk ratings are appropriate based on your knowledge of the client As required, collect on delinquent accounts Analyze financial statements and related credit material to assess risk on a continuous basis Complete loan closings as required Provide credit information and references for internal review as requested Ensure all credit files include current financial statements, agency reports, etc. Participate in continued sales and credit training Complete all required Compliance training in a timely basis Ensure compliance with all Regulatory requirements Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Qualifications: Bachelor's Degree Business, Accounting, Finance, Economics, or Marketing preferred 5 - 6 years Business Banking/Branch Management experience with intensive Business Focus required Knowledge of all cash management services Knowledge of credit, SBA (Express, SBA 7a, and SBA 504), and noncredit services and products Knowledge of merchant services #LI-MM1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $27k-54k yearly est. Auto-Apply 32d ago
  • Financial Services Specialist (Remote)

    Global Financial Impact 3.9company rating

    Remote consumer banker job

    About Us We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally. Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role. Role Description Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work Conduct Financial Needs Analysis to uncover financial goals of the client Formulate tailored financial plans for them Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf Conduct semi annual and annual reviews Experience All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more. Helpful traits and skills include: Entrepreneurial Mindset Leadership Self-Motivation Organization & Initiative High Ambition & Positive Energy Work Schedule & Benefits Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment. Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities. Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience. Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families. Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels. Compensation Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000 Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month) Non-Negotiable Qualifications Willingness to get licensed in 7-10 days via a state-approved course Ability to pass a background check Legally authorized to work in the United States No Felonies Find us on: Instagram | LinkedIn | TikTok | GFI Website
    $31k-50k yearly est. 60d+ ago
  • Bank Cleaning- Part-Time 3 evenings a week - Sunbury Ohio

    Crystal Clear Building Services

    Consumer banker job in Sunbury, OH

    Full-Service Facility Maintenance Company offering a wide range of janitorial services for industrial, commercial and construction customers throughout Northeast Ohio for the past 28 years. Located in a Southeast suburb of Cleveland, Ohio off I 271 & 480 E. Broadway Forbes exit. Job Description Part Time evening bank cleaners needed 3 days a week M-W-F 6p-7p Pay Rate $15.00 hr. (Reliable transportation is a must) Call or Text ************ to schedule an interview Qualifications Clean Criminal Background, Reliable Transportation Min. 1 year of previous cleaning experience preferred Additional Information All your information will be kept confidential according to EEO guidelines.
    $15 hourly 27d ago
  • Universal Banker II / Loan Officer

    SMW Financial Credit Union 3.8company rating

    Remote consumer banker job

    Job Description Universal Banker II / Loan officer Who we are SMW Financial Credit Union was established in 1953 to assist members' financial needs in a credit cooperative. Our mission is to build trusted relationships and strong financial futures for our members. Membership is open to anyone who lives, works, worships, goes to school, or volunteers in Anoka, Hennepin, Ramsey, or Washington Counties of Minnesota. We play an active role in supporting those communities through volunteerism and financial education. offer everything from home-buying seminars to loan and deposit products, to investment services, to free financial advice to our members. At SMW, you're part of a team that is energetic, hardworking, and dedicated. We're proudly building the best possible team to serve the needs of our members. Our philosophy is member-centric - loyal members are the key to our success, so we are service-oriented team players with strong interpersonal skills, and great attitudes and are adaptable to a changing environment. We hold to the adage “hire for attitude and train for skill.” Founded on the credit union motto of “people helping people,” we look for candidates who want to make a difference. We have the tools and training for the right individuals to live our member-centric philosophy - to build trusting relationships and strong financial futures. Description SMW Financial Credit Union has an immediate need for a Universal Banker II/Loan Officer at our Lino Lakes branch. New hires will receive a $1000.00 sign-on bonus ($500 after 90 days, $500 aftwr 180 days). This position is responsible for establishing and strengthening member relationships by acting as a trusted advisor in identifying sales opportunities beneficial to each member. A Universal Banker II is responsible for opening and closing accounts, originating, underwriting and closing loans, cross selling products and services by providing personal and excellent member service. In addition, this position acts as back-up to the frontline staff as business needs dictate. Minimum Qualifications High School Diploma or GED 2 years of banking and lending experience Background study and credit checks required Proven sales experience Previous experience meeting lending goals Ability and willingness to work out of our Maplewood branch as business needs dictate Proficient knowledge of MS Office Software High degree of accuracy and close attention to detail Excellent verbal and written communication skills Ability to problem solve and multitask in a busy environment while maintaining a member focused professional demeanor. Proven team player Ability to sit or stand for long periods of time The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Job Type: Full-time Benefits: At SMW, we emphasize the importance of teamwork, an ongoing commitment to learning and training, and a positive work environment. Employees receive generous and comprehensive benefits packages which include: 401(k) 401(k) matching Dental/Vision insurance Flexible spending account and health savings account Traditional and High Deductible health plan options available including no-cost plans. Life insurance Paid time off, including Federal Holidays Employee Assistance Program Optional AFLAC supplemental insurance Education and training opportunities Physical setting: Office Schedule: 7.5-8 hour shift Weekend availability, typically once every 5 weeks (Working from home answering phone calls Saturdays 8:45-12:15) Supplemental pay types: Signing bonus Ability to commute/relocate: Lino Lakes, MN 55014: Reliably commute or planning to relocate before starting work (Required) Application Question(s): In your recent work history have you worked for the same employer for at least one year? Do you have access to reliable transportation? Education: High school or equivalent (Required) Experience: Sales: 1 year (Required) Cash handling: 1 year (Required) Banking: 2 years (Required) Microsoft Office: 1 year (Preferred) Work Location: One location, occasionally may work at our Maplewood office.
    $30k-37k yearly est. 26d ago
  • Financial Services Representative

    Primerica 4.6company rating

    Remote consumer banker job

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

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