Banking Representative
Consumer banker job in Columbus, OH
Banking Financial/Operations Analyst - Contract Opportunity. Recent Grads are more than welcome!
Duration: 12-month contract
Pay: $19-$20/hour on W2 Full Time
Are you a recent graduate in Finance, Accounting, Economics, or a related field looking to kick-start your career? We're seeking a Financial/Operations Analyst with 6 months to 2 years of experience (internships count!) to join the team of a leading investment banking firm.
Ideal Candidate:
✔ Recent grad with a Bachelor's in Business (Finance, Accounting, Economics, or related).
✔ Experience or internship in banking or financial services is highly preferred.
✔ Strong analytical, communication, and organizational skills.
What You'll Do:
Support financial and operational processes.
Handle incoming phone calls related to service inquiries on Brokerage accounts
Provide accurate and efficient responses while meeting key performance metrics
Support customers with:
Brokerage Cash Management products and services
Brokerage Online platform (client website)
Mobile app assistance
General account and financial-related questions
Deliver professional, high-quality, and world-class customer service
Work effectively in a fast-paced, team-oriented environment
Multi-task and adapt quickly in a busy financial service center
Why Join Us?
Gain valuable experience with a leading financial institution. Plus, there's a possibility to convert to a permanent position after the contract period!
Apply now to take the first step in your career!
Financial Services Representative
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.
Remote Insurance and Investments Financial Services Rep
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
Licensed Loan Officer - Consumer Direct
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
Auto-ApplyResume Bank
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.
Auto-ApplyVirtual Banker
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.
Bank of NY Mellon Transition
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”
Auto-ApplyQuant Analytics Associate Senior - Business Banking Marketing Analytics
Consumer banker job in Columbus, OH
Join our Business Banking Marketing Analytics team and help shape the future of digital marketing through data-driven insights. As a Quant Analytics Associate Senior, you will collaborate with talented professionals and senior stakeholders to optimize marketing investments and drive business growth. We offer a dynamic environment focused on innovation, career development, and continuous learning. Your expertise will enable us to deliver actionable solutions and foster a culture of high performance. Be part of a team where your skills and ideas make a real impact.
As a Quant Analytics Associate Senior in the Business Banking Marketing Analytics team, you will deliver efficient, data-driven solutions to improve digital marketing performance across web and mobile channels. You will work closely with stakeholders to define business needs, analyze campaign effectiveness, and provide actionable insights. Your role will involve managing large datasets, developing interactive dashboards, and automating analytics processes. You will help drive informed decision-making and support a culture of innovation and continuous improvement. Your work will directly influence.
The Business Banking Marketing Analytics team is dedicated to leveraging data to inform marketing strategies and optimize investments. You will collaborate with cross-functional teams, mentor team members, and contribute to talent development. Your responsibilities include managing analytics platforms, conducting market research, and designing A/B tests to evaluate marketing tactics. We value strong communication skills and the ability to translate complex analytics into clear recommendations. This is an exciting opportunity to join a high-performing team in a leading financial institution.
Job responsibilities
Collaborate with stakeholders to define business needs and deliver data-driven solutions for digital marketing performance
Monitor, analyze, and optimize digital marketing campaigns across web and mobile channels
Gather, synthesize, and report data from multiple analytics platforms to provide actionable insights
Implement and manage tracking and analytics using tag management systems, maintaining documentation for solutions
Conduct market and competitor research to inform digital marketing strategies
Design and analyze A/B tests to evaluate marketing tactics and recommend optimizations
Write and optimize SQL queries and stored procedures for data extraction and analysis
Develop and maintain interactive dashboards and reports using data visualization tools
Organize and label reporting elements, enhance ad-hoc reporting capabilities for broad user communities
Mentor and coach team members, support talent onboarding and development
Foster a culture of high performance and innovation
Required qualifications, capabilities, and skills
Bachelor's or Master's degree in a quantitative discipline (business, finance, economics, engineering, statistics, information systems, or mathematics)
Five years of experience in data analytics, digital marketing analytics, web analytics, or data transformation and visualization
Advanced skills in Excel and data visualization/dashboard creation using Tableau, Power BI, Google Data Studio, or Alteryx
Strong database skills, including writing and optimizing SQL queries/scripts for data extraction and analysis
Demonstrated ability to manage large, complex datasets and automate analytics processes across multiple data sources
Solid understanding of IT processes, databases, and controls reporting
Strong analytical, problem-solving, and communication skills
Proficiency in web analytics platforms and SEO/SEM tools
Flexibility and adaptability to listen, defend, or change direction based on consensus
Superior judgment to mitigate risk and anticipate trends
Self-motivated, goal-oriented, and able to deliver high-quality analytics solutions under strict timelines
Proven ability to collaborate effectively with stakeholders and cross-functional teams
Preferred qualifications, capabilities, and skills
Experience in campaign analysis and performance optimization, ideally within financial services or consulting firms
Proven ability to solve business problems using scientific analytics and translate data insights into strategies
Strong knowledge of big data disciplines, AWS, Agile methodologies, and innovative technologies
Experience with A/B testing platforms and tag management systems
Experience conducting market and competitor research to inform digital marketing strategies
Ability to communicate compelling stories from data, highlighting customer behaviors and trends
Lifelong learner with a growth mindset, actively sharing knowledge with the team
Excellent communication skills, able to collaborate with senior leaders to support decision-making
Auto-ApplyUniversal Banker II
Remote consumer banker job
United Community is seeking a highly skilled Universal Banker II. As a Universal Banker, you will have the opportunity to deliver excellent experiences to customers and prospects. In addition to assisting with everyday transactions, you will support customers with their financial wellness by having needs-based conversations, identifying appropriate solutions.
What You'll Do
* NMLS License required
* Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions and appointment setting
* Maintain a comprehensive understanding of retail banking products and services
* Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customers' needs, while considering their unique perspectives and priorities
* Assist customers financially by delivering loan products, while ensuring packages are correct and complete 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+ years of previous banking and cash handling
* 1+ years of lending experience
* NMLS License required
* Demonstrated analytical, accuracy, and problem-solving skills
* Strong verbal and written interpersonal communication skills
* Ability to uncover and provide solutions to meet customer needs
Preferred Skills/Experience:
* Current Notary Public Certification preferred
Conditions of Employment
* Must be able to pass a criminal background & credit check
* This is a full-time, non-remote position
FLSA Status
* Non-Exempt
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 $34,102.00 - USD $49,382.00 /Yr.
Lead Universal Banker / Teller - Westerville, OH
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
Auto-ApplyQuant Analytics Associate Senior - Business Banking Marketing Analytics
Consumer banker job in Columbus, OH
Join our Business Banking Marketing Analytics team and help shape the future of digital marketing through data-driven insights. As a Quant Analytics Associate Senior, you will collaborate with talented professionals and senior stakeholders to optimize marketing investments and drive business growth. We offer a dynamic environment focused on innovation, career development, and continuous learning. Your expertise will enable us to deliver actionable solutions and foster a culture of high performance. Be part of a team where your skills and ideas make a real impact.
As a Quant Analytics Associate Senior in the Business Banking Marketing Analytics team, you will deliver efficient, data-driven solutions to improve digital marketing performance across web and mobile channels. You will work closely with stakeholders to define business needs, analyze campaign effectiveness, and provide actionable insights. Your role will involve managing large datasets, developing interactive dashboards, and automating analytics processes. You will help drive informed decision-making and support a culture of innovation and continuous improvement. Your work will directly influence.
The Business Banking Marketing Analytics team is dedicated to leveraging data to inform marketing strategies and optimize investments. You will collaborate with cross-functional teams, mentor team members, and contribute to talent development. Your responsibilities include managing analytics platforms, conducting market research, and designing A/B tests to evaluate marketing tactics. We value strong communication skills and the ability to translate complex analytics into clear recommendations. This is an exciting opportunity to join a high-performing team in a leading financial institution.
Job responsibilities
Collaborate with stakeholders to define business needs and deliver data-driven solutions for digital marketing performance
Monitor, analyze, and optimize digital marketing campaigns across web and mobile channels
Gather, synthesize, and report data from multiple analytics platforms to provide actionable insights
Implement and manage tracking and analytics using tag management systems, maintaining documentation for solutions
Conduct market and competitor research to inform digital marketing strategies
Design and analyze A/B tests to evaluate marketing tactics and recommend optimizations
Write and optimize SQL queries and stored procedures for data extraction and analysis
Develop and maintain interactive dashboards and reports using data visualization tools
Organize and label reporting elements, enhance ad-hoc reporting capabilities for broad user communities
Mentor and coach team members, support talent onboarding and development
Foster a culture of high performance and innovation
Required qualifications, capabilities, and skills
Bachelor's or Master's degree in a quantitative discipline (business, finance, economics, engineering, statistics, information systems, or mathematics)
Five years of experience in data analytics, digital marketing analytics, web analytics, or data transformation and visualization
Advanced skills in Excel and data visualization/dashboard creation using Tableau, Power BI, Google Data Studio, or Alteryx
Strong database skills, including writing and optimizing SQL queries/scripts for data extraction and analysis
Demonstrated ability to manage large, complex datasets and automate analytics processes across multiple data sources
Solid understanding of IT processes, databases, and controls reporting
Strong analytical, problem-solving, and communication skills
Proficiency in web analytics platforms and SEO/SEM tools
Flexibility and adaptability to listen, defend, or change direction based on consensus
Superior judgment to mitigate risk and anticipate trends
Self-motivated, goal-oriented, and able to deliver high-quality analytics solutions under strict timelines
Proven ability to collaborate effectively with stakeholders and cross-functional teams
Preferred qualifications, capabilities, and skills
Experience in campaign analysis and performance optimization, ideally within financial services or consulting firms
Proven ability to solve business problems using scientific analytics and translate data insights into strategies
Strong knowledge of big data disciplines, AWS, Agile methodologies, and innovative technologies
Experience with A/B testing platforms and tag management systems
Experience conducting market and competitor research to inform digital marketing strategies
Ability to communicate compelling stories from data, highlighting customer behaviors and trends
Lifelong learner with a growth mindset, actively sharing knowledge with the team
Excellent communication skills, able to collaborate with senior leaders to support decision-making
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Base Pay/Salary
Jersey City,NJ $104,500.00 - $150,000.00 / year
Patient Financial Services Representative III
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
Auto-ApplyEntry-Level Financial Services Representative
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.
Universal Banker
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
Auto-ApplyInvestment Banking Specialist
Remote consumer banker job
This role is for one of our clients
We're seeking experienced professionals based in the U.S., U.K., Canada, Europe, or Australia to contribute to a research initiative with a leading AI lab focused on foundational model development. This role is ideal for individuals with a strong background in investment banking who can apply their analytical and financial expertise to high-impact research and content creation.
Requirements
You're a Great Fit If You Have:
2+ years of experience at a top-tier investment banking firm.
Expertise in at least one of the following areas:
Financial Modeling
Pitch Deck Development
Investment or Analysis Summaries and Memos
Company or Industry Analysis
Role Details
Engagement Type: Fully remote and asynchronous - work on your own schedule.
Commitment: Minimum of 10 hours per week.
Duration: 4-week initial engagement starting in October, with potential extensions or future project opportunities based on performance.
Compensation & Structure
Pay Rate: $130/hour, with the potential for higher rates for exceptional performance.
Payment Schedule: Weekly payouts based on hours logged.
Classification: Independent contractor role.
Auto-ApplySmall Business Banker II
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.
Auto-ApplyFinancial Services Specialist (Remote)
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
Bank Cleaning- Part-Time 3 evenings a week - Sunbury Ohio
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.
Universal Banker II / Loan Officer
Remote consumer banker job
Universal Banker II / Loan officer
Who we are
SMW Financial Credit Union was established in 1953 to assist members' financial needs in a credit cooperative. Our mission is to build trusted relationships and strong financial futures for our members. Membership is open to anyone who lives, works, worships, goes to school, or volunteers in Anoka, Hennepin, Ramsey, or Washington Counties of Minnesota. We play an active role in supporting those communities through volunteerism and financial education. offer everything from home-buying seminars to loan and deposit products, to investment services, to free financial advice to our members.
At SMW, you're part of a team that is energetic, hardworking, and dedicated. We're proudly building the best possible team to serve the needs of our members.
Our philosophy is member-centric - loyal members are the key to our success, so we are service-oriented team players with strong interpersonal skills, and great attitudes and are adaptable to a changing environment. We hold to the adage “hire for attitude and train for skill.”
Founded on the credit union motto of “people helping people,” we look for candidates who want to make a difference. We have the tools and training for the right individuals to live our member-centric philosophy - to build trusting relationships and strong financial futures.
Description
SMW Financial Credit Union has an immediate need for a Universal Banker II/Loan Officer at our Lino Lakes branch. New hires will receive a $1000.00 sign-on bonus ($500 after 90 days, $500 aftwr 180 days). This position is responsible for establishing and strengthening member relationships by acting as a trusted advisor in identifying sales opportunities beneficial to each member. A Universal Banker II is responsible for opening and closing accounts, originating, underwriting and closing loans, cross selling products and services by providing personal and excellent member service. In addition, this position acts as back-up to the frontline staff as business needs dictate.
Minimum Qualifications
High School Diploma or GED
2 years of banking and lending experience
Background study and credit checks required
Proven sales experience
Previous experience meeting lending goals
Ability and willingness to work out of our Maplewood branch as business needs dictate
Proficient knowledge of MS Office Software
High degree of accuracy and close attention to detail
Excellent verbal and written communication skills
Ability to problem solve and multitask in a busy environment while maintaining a member focused professional demeanor.
Proven team player
Ability to sit or stand for long periods of time
The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Job Type: Full-time
Benefits:
At SMW, we emphasize the importance of teamwork, an ongoing commitment to learning and training, and a positive work environment. Employees receive generous and comprehensive benefits packages which include:
401(k)
401(k) matching
Dental/Vision insurance
Flexible spending account and health savings account
Traditional and High Deductible health plan options available including no-cost plans.
Life insurance
Paid time off, including Federal Holidays
Employee Assistance Program
Optional AFLAC supplemental insurance
Education and training opportunities
Physical setting:
Office
Schedule:
7.5-8 hour shift
Weekend availability, typically once every 5 weeks (Working from home answering phone calls Saturdays 8:45-12:15)
Supplemental pay types:
Signing bonus
Ability to commute/relocate:
Lino Lakes, MN 55014: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):
In your recent work history have you worked for the same employer for at least one year?
Do you have access to reliable transportation?
Education:
High school or equivalent (Required)
Experience:
Sales: 1 year (Required)
Cash handling: 1 year (Required)
Banking: 2 years (Required)
Microsoft Office: 1 year (Preferred)
Work Location: One location, occasionally may work at our Maplewood office.
Financial Services Representative
Remote 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