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  • Administrative Assistant, Cleveland

    Dollar Bank 4.3company rating

    Dollar Bank job in Cleveland, OH

    The Senior Loan Administrator will be responsible for performing various administrative duties to provide consistent, high-quality service to Corporate Banking customers in a highly personalized, professional, and timely manner. This individual will work with commercial lenders to grow and maintain the Corporate Banking loan portfolio. The Senior Loan Administrator will also work with various departments to process new loan requests and annual loan reviews. Qualifications: * High School Diploma/GED required. College degree preferred. * Two years of banking or administrative experience required. Commercial lending, residential lending, or consumer lending experience desired. * General bank operational knowledge, including commercial loan systems and customer information systems, is preferred. * Ability to apply job knowledge and good judgement in problem solving and decision-making situations. * Must have excellent written and verbal communication skills, which includes professional grammar and demeanor. * Ability to prioritize, work under pressure and meet critical deadlines. * General working knowledge of Microsoft Word and Excel. * Good typing and proofreading skills with strong attention to detail. Principal Activities and Duties: * Assist commercial lenders in processing new loan requests by ordering appraisals, credit reports, property reports, flood reports and other various items needed for the transaction. * Assist commercial lenders with portfolio maintenance and exceptions (e.g., loan documentation, financial statements, insurance, collection of monthly borrowing base certificates, etc.) * Prepares commercial loan system input worksheets to establish new accounts and service existing accounts. * Creates and maintains credit files, including scanning and indexing all credit files into Nautilus. * Works closely with Commercial Loan Operations, Underwriting and Credit departments. * Interacts with Dollar Bank's legal department and outside counsel, when necessary, to prepare loan documentation and oversee loan closings. * Assist commercial lenders and the legal department on delinquent accounts and workouts. * Compose internal memos and external correspondence. * Strengthen customer relationships through timely and efficient response to their needs. * All employes have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions. * Perform other duties, as necessary. Salary Range: 45,000-58,000
    $28k-32k yearly est. 37d ago
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  • SVP, Private Banking Division Manager, Cleveland

    Dollar Bank 4.3company rating

    Dollar Bank job in Cleveland, OH

    The Private Banking Business Unit Head for Dollar Bank's Cleveland Market will have primary responsibility to significantly grow the Private Banking loan and deposit portfolio in Northeast Ohio. Execution will occur by providing a high-level of service to existing customers to ensure retention and growth of relationships and through acquisition of new customers. The Division Manager will also be responsible for leading and developing a high performing lending/sales team of loan officers, underwriter(s), and administrators in the Northeast Ohio market. Qualifications: Bachelor's Degree required. Will consider commensurate experience. MBA or relevant financial professional license/certification preferred. Minimum 5 years of direct leadership and management experience of professional employees required. Proven networking skills with high-net-worth clients and centers-of-influence (i.e., attorneys, CPAs, and wealth managers). Engagement is paramount to increasing Bank visibility in the market and communities we serve. Strong analytical skills with the ability to analyze business and individual financial statements and tax returns. Ability to execute sound judgement and decision making that is always in the best interest of the Bank and customer. Exceptional verbal and written communications. Ability to plan strategically and execute goals. (Goal targets are assigned and SVP will be responsible for plan development and leading a team and individuals to meeting targets. Ability to pivot and adjust as markets change and the Bank's priorities change. Lead by example as a role model of appropriate time management and professional demeanor. Team player mentality Savvy and disposition to work with and build relationships with Senior Management team in Cleveland and Pittsburgh Markets, and with all lenders and administrators Bank-wide. Proven track record of underwriting both commercial and retail loans. Proficient knowledge of products and services offered by financial institutions, including Dollar Bank. Principle Activities and Duties: Management of the Private Banking loan and deposit portfolio in Northeast Ohio to include developing a department business plan and setting and monitoring goals for the department, officers and supporting personnel. Responsible for ensuring the operational integrity of the Division. This covers, among other things, preparation of accurate and professional loan proposals for review and approval by Senior Management and the Credit Committee, as well as managing pricing and fees; collections; and complying with government regulations for retail and commercial products. Ensure collaboration between Private Banking lenders and Dollar Bank managers and lenders in other business units, including branch personnel, with respect to referrals and calling efforts Collaborate with the Marketing Department to create collateral reflective of the benefits of banking with Dollar Bank. Generate leads for Private Banking, as well as for business units. Assist Private Banking Lenders and colleagues in other business units with closing business, when needed. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Compensation: 170,000- 220,000 Schedule Information M-F 8-5pm EEO Statement Dollar Bank is an Equal Opportunity Employer. Minority/Female/Veteran/Disabled Benefits Information Full-time employees are eligible for a comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, a generous Paid Time Off program, tuition reimbursement, and wellness reimbursement for activities such as gym memberships, fitness classes, and nutrition classes. Part-time employees qualify for 401(k) with immediate vesting, a generous Paid Time Off program, tuition reimbursement, and wellness reimbursement for activities such as gym memberships, fitness classes, and nutrition classes. For more information, please visit ************************************************
    $134k-169k yearly est. 8d ago
  • Personal Production Assistant

    Huntington 4.4company rating

    Xenia, OH job

    The Personal Production Assistant position provides administrative support for a sales function or one or more MLOs and is responsible for the day to day activities and interaction between the client and Huntington, in terms of the establishment, documentation, maintenance and servicing of the relationship. Responsible for identifying, researching, analyzing and resolving complex problems with accounts. Makes routine decisions in the absence of an officer. Advises and counsels clients on bank products and services. Assists the sales function or an MLO by processing and maintaining accurate and complete documentation. Compiles information from a variety of sources to prepare various reports. Responsible for file setup, ordering titles and appraisals, analyzing appraisals and title review. Prepares files for underwriting/validation. Validates and sends files to Corporate Underwriting. Responsible for closing loans and for compliance of loan file. Files must be handled in accordance with established Huntington and investor guidelines. NOTE: This position is considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. Registration and additional qualifications required. Duties & Responsibilities: The Personal Production Assistant position provides "Simply the Best" customer service at all times. Provides administrative support for the mortgage retail sales department by supporting high producing mortgage loan officers. Manages and is responsible for the day to day activities and interaction between the client and Huntington in terms of the establishment, documentation and maintenance of the relationship. Builds a warm and effective rapport with clients and Huntington's internal partners. Services customers by providing detailed information on specific accounts. Duties include typing, data entry of loan applications, answering phones and filing. Researches and resolves complex problems regarding service activities and operational issues. Cross-sells bank products and services. Assists the loan officer by collecting and maintaining documentation, resolving discrepancies, and preparing for meetings and presentations. Maintains up to date knowledge of products, services, departmental systems and related technology and policies and procedures. Performs other duties as assigned. Basic Qualifications: High school diploma or GED is required. Minimum of 1 year experience in a sales support role required. Preferred Qualifications: Mortgage processing experience preferred Referral experience that includes providing related product and service options to customers. Must have excellent written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor. PC and Internet proficiency Strong organizational skills with attention to detail Ability to multi-task and work in a fast paced environment Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $33k-40k yearly est. Auto-Apply 9d ago
  • Treasury Management Advisor III- Corporate

    Huntington Bancshares Inc. 4.4company rating

    Remote or Cincinnati, OH job

    As a Treasury Management Advisor III - Corporate, you will play a pivotal role in driving the growth and success of our treasury management business at Huntington Bank. You will deliver sophisticated treasury solutions tailored to complex business needs and take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from initial prospecting and consultative discovery through proposal, negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on treasury management practices. Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that enhance their financial operations. Duties & Responsibilities * Strategic Business Development: Target and win opportunities with large, complex clients using advanced consultative selling techniques * Existing Client Management: Leverage your expertise to maintain and expand existing customer relationships, ensuring that our clients receive exceptional service and tailored solutions to meet their financial needs * Customized Solution Design: Lead the design of complex treasury solutions, coordinating with product specialists to address client needs * Product Pricing and Structuring: Develop and implement competitive pricing strategies and product structures tailored to meet the specific client needs * Negotiation & Deal Closing: Handle negotiations on pricing, contracts, and service-level agreements * Implementation Oversight: Ensure seamless transition from sales to implementation, coordinating with various teams * Client Portfolio Leadership: Oversee portfolio performance, ensuring revenue growth and high utilization of treasury solutions * Risk Management & Compliance: Manage risk and ensure compliance with relevant regulations * Sales Performance Management: Maintain and manage weekly and monthly sales results, ensuring timely and accurate pipeline management and monitoring to achieve sales targets * Strategic Contribution: Contribute to high-level sales strategy and product development feedback Basic Qualifications: * 8+ years' experience in a treasury management sales role focusing on Corporate Banking clients with revenues of $500 million and above, encompassing both private and public entities across a national footprint. * 8+ years' experience working with complex, large-scale organizations across a diverse range of industries-including Industrials, Consumer & Financial Services, Diversified Holdings, Technology, Media, Telecommunications, and Franchise operations with a strong understanding of the unique needs and tailored solutions required in the large corporate banking environment. * Bachelor's degree in business or related field Preferred Qualifications: * Proven leadership and mentoring capabilities * Strong understanding of risk management and regulatory awareness * Certified Treasury Professional (CTP) or equivalent high-level treasury certification * Master's degree (MBA or similar) in a relevant field * Recognition for outstanding performance in treasury services sales or corporate banking * Established network of industry contacts and involvement in industry associations * Deep knowledge of treasury services/products and industry applications * Proven high sales performance and client relationship growth * Excellent communication, negotiation and presentation skills * Strong analytical and strategic planning abilities * Proficient in treasury technology and systems #LI-Hybrid Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Applications Accepted Through: 01/23/2026 Huntington expects to accept applications through at least the date above, and may continue to accept applications until the position is filled. Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93,000.00 - $189,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $44k-66k yearly est. Auto-Apply 15d ago
  • SBA Business Banking Underwriter IV

    Huntington National Bank 4.4company rating

    Maineville, OH job

    The Business Banking Underwriter IV is responsible for underwriting Business Banking loans to determine credit worthiness and compliance with Bank lending policy. Duties and Responsibilities: + Supports Business Banking production by maintaining an individual pipeline of work. + Reviews all financial and credit application information to make sound credit decisions. Loans would typically include those with most complex credit structures and customer exposure up to $10MM. + Utilizes single approval authority up to $4MM. + Appropriately assess risk profile of borrower. + Assist with training and mentoring new hires as well as providing support for the UWI, UW II & UW III job families as needed. + Tasks as needed to support the line of business and job family. + Act as primary back up for their manager as needed for team huddles & meetings. + Is positioned with knowledge and expertise to represent direct manager outside of function group as needed. + Collaborate with both credit and segment risk to meet or exceed department goals. + Performs other duties as assigned. Basic Qualifications: + Bachelor's degree + 7+years' experience with business or commercial underwriting in a centralized lending environment Preferred Qualifications: + Bachelor's degree in business related field + 3-4 years leadership / management experience + Ability to underwrite credit exposures in excess of $4MM. + Previous authority to underwrite and decision credits without additional signers. + Demonstrates confidence, assertiveness, professionalism, and ability to interact with all levels within the organization in a professional manner. + Proficient use of Microsoft Office and other internet resources + Excellence in customer service, highly motivated, focused and goal oriented. + Excellent written and verbal communication skills, including grammar and demeanor. + Strong organizational skills with attention to detail, planning and follow-up. + Ability to work independently on multiple tasks without compromising quality. + Ability to determine and make necessary changes without oversight within their functional team to better the unit as a whole. #Texas Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $70,000 - $140,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $70k-140k yearly 60d+ ago
  • Branch Intern

    Stifel 4.8company rating

    Canfield, OH job

    Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects. What We're Looking For Administrative duties as needed such as answering phones, filing, scanning, travel and expense reports, data entry, and scheduling appointments. Collection of information needed for performance reports and coordinating the appropriate paperwork and materials for client meetings. Perform general clerical duties related to daily branch operation. Participate in special projects for Financial Advisors and for the branch. What You'll Bring Ability to organize large amounts of information and prioritize workload to meet deadlines. Effectively collaborate and work as a team with a diverse group of individuals. Education & Experience Minimum Required: 1-2 years industry related college coursework Licenses & Credentials Minimum Required: None Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.
    $35k-44k yearly est. Auto-Apply 57d ago
  • Business Banking Portfolio Manager

    First Commonwealth Bank 3.9company rating

    Cincinnati, OH job

    Manages a large portfolio of Business Banking clients. Communicates with relationship team and credit department regarding details of portfolio performance and credit metrics. Ensures credit quality standards are executed and maintained within assigned portfolio. Essential Job Responsibilities____________________________________ 1. In collaboration with Relationship Manager(s), manages a portfolio of business banking size- companies. Portfolio size may vary based on length of service and management decisions. Portfolio to include both C&I and CRE clients. 2. Monitors client financial performance versus plan objectives on a regular basis utilizing automation-based portfolio risk assessment targets and indicators; discusses the performance with the relationship team. Reports credit deterioration promptly and works with Special Assets to mitigate potential losses. 3. Actively monitors and manages maturing notes, expiring commitments and delinquencies within assigned portfolio. 4. Ensures a seamless process for portfolio management by fostering strong communication by team members, including Credit, Credit Review and Loan Documentation departments. 5. Maintains awareness and advises the Relationship Manager and/or Credit Team in regards to alerts on critical items and awareness of key issues. 6. Provides portfolio information on a timely basis to be included as part of credit analysis and performance reports. Develops a continuous improvement mindset with respect to credit performance reports, cross sell effectiveness, and opportunities to improve processes. 7. Acts as the central point for communication regarding all aspects of the Business Banking portfolio. 8. Services the immediate needs of the clients by performing the following with Relationship Manager(s): a. Understands the credit strengths and weaknesses of clients. b. Assesses and discusses risk ratings with the Credit Department. c. Monitors borrower's performance and communicates awareness of key issues to management and the credit department in a timely fashion. d. Seeks additional approvals, amendments or policy exceptions as necessary. e. Other ongoing client and portfolio tasks as needed to assist the team. 9. Prepares loan modification requests, Criticized Asset Committee Memos, Semi-Annual Line Sheets and any other necessary reports, as needed and in conjunction with the Relationship Manager. Active participant in the monthly CAC meetings and semi-annual Line Sheet presentation meetings. 10. Follows assigned accounts, in conjunction with relationship team, to ensure financial statements are received timely and evaluated regularly to assess borrower risk. 11. Responsible for the monitoring of the credit quality of the assigned portfolio regarding delinquency, charge-offs, criticized/classified assets, etc. 12. Reviews trend reports generated based on assigned portfolio with ability to address and communicate on both positive and negative trends. 13. Helps coordinate the daily workflow in and out of the area to ensure that current loans are in complete conformity with the terms. 14. Serves as a representative for Portfolio Management and/or Corporate Banking in various Bank initiatives and projects on an as needed and elected basis. 15. May serve as a mentor and/or provide training to newer and less experienced Portfolio Managers within the Group. 16. Supports cross-sell opportunities resulting in additional recommendations to benefit both the customer and the Bank. 17. Develops expertise in all applicable processes and systems to ensure they are all leveraged. Strives to improve cycle times and client experience. 18. Displays enhanced knowledge of the procedures for compliance including a broad understanding of regulations. 19. Maintains a working knowledge of bank operating policies and procedures. Bona Fide Occupational Qualifications_____________________________ 1. A Bachelor's degree in Business or Finance related field, and/or five (5) years of equivalent experience required. 2. A minimum of three (3) years of credit analysis experience and/or demonstrated portfolio management skills desired. 3. Knowledge of compliance regulations related to the position is required. 4. Demonstrated ability to motivate and develop staff, promote team building, and implement and sustain change is necessary for success in this role. 5. Proficient reading, writing, grammar, analytical, mathematical, communication and interpersonal skills required. 6. Exceptional communication skills with ability to influence others, as well as strong computer and analytical skills are necessary. 7. A valid driver's license and travel, including some overnight stays, are required.
    $93k-141k yearly est. 8d ago
  • Information Architect - Data Governance COE

    Huntington 4.4company rating

    Columbus, OH job

    The Information Architect, Data Governance COE plays a critical role in designing and maintaining the enterprise information architecture essential for cataloging Huntington's data for self-service understanding. This role defines and enforces standards for data modeling, taxonomy, and semantic structures to ensure consistency, interoperability, and clarity across the organization. The Information Architect partners closely with business and technology teams to develop and maintain the enterprise data domain model and ontologies that support governance frameworks to enable trusted data usage. Success in this role requires the ability to translate complex theoretical concepts into scalable, governed information structures that drive adoption of the data catalog and deliver measurable value to colleagues. Duties and Responsibilities: Lead the development and maintenance of the data domain model, taxonomy, and ontologies to ensure shared understanding, semantic consistency, and discoverability of data assets. Operationalize data model and taxonomy through the Enterprise Data Catalog (Alation). Define and enforce standards for data modeling, taxonomy, nomenclature, and semantic structures to ensure consistency and interoperability across business domains. Provide authoritative guidance on semantic conflicts-resolve definition discrepancies, harmonize terms, and mediate cross-domain dependencies. Contribute to the enterprise data product framework by defining domain boundaries and shared dimensions for cross-domain interoperability. Confirm and document prioritized metadata elements for key business processes and ensure alignment with governance standards. Identify simplification opportunities-reduce redundancy, converge overlapping datasets, and promote canonical sources to improve trust and efficiency. Serve as a thought partner to the Data Governance Community of Excellence-provide insights from modeling and catalog adoption to shape governance strategy and roadmaps. Basic Qualifications: Bachelor's degree in business Intelligence, Data Science, Computer Science, Engineering, or equivalent experience 10+ years of experience working with data, metadata and reference data frameworks, and experience in metadata and/or data quality monitoring 7+ years of experience leading work efforts and managing toward deadlines, and developing high-performing teams 5+ years of related experience in strategy, management consulting, or similar skillset Preferred Qualifications: Experience leading the development of enterprise business glossaries, domain models, and ontologies to enable semantic consistency and shared understanding. Demonstrated experience with data management concepts including data governance, data quality, master data management, data lineage, and metadata management. Proven ability to establish and operationalize metadata governance functions, including policy, standards, roles, and controls. Demonstrated verbal and written communication skills, with strong data and governance storytelling that influences adoption. Hands-on experience implementing and scaling an Enterprise Data Catalog or metadata repository (Alation or equivalent), including curation workflows, stewardship assignments, and adoption strategies. Strong business acumen in relating data to business process drivers and performance management, with a value delivery mindset. Collaborative, team-focused delivery experience that drives outcomes across enterprise and data organizations. Strategic thinker with the ability to translate enterprise objectives into actionable plans and measurable outcomes. Excellent knowledge of data and metadata management principles, business analysis, and process engineering. Crisp business execution and project management rigor, with a strong customer service philosophy. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $86k-110k yearly est. Auto-Apply 9d ago
  • Personal Banker II, Richmond

    Dollar Bank 4.3company rating

    Dollar Bank job in Cleveland, OH

    The Personal Banker II plays a key role in providing exceptional customer service and building lasting relationships with clients. This position involves engaging in meaningful conversations to understand customer needs and recommending tailored banking products and services, including checking and savings accounts, credit cards, loans, and digital banking solutions. In addition to delivering personalized financial solutions, the Personal Banker II participates in a comprehensive retail training program designed to develop the skills necessary for a consultative sales approach. This training ensures the ability to make informed recommendations that enhance the customer experience and support their financial goals. Qualifications: * High school diploma/GED required. * College degree or a minimum of one year demonstrated ability to deliver outstanding customer service while achieving sales goals is required. * Ability to travel as needed to training. * Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency. Principal Activities and Duties: * Demonstrate a sales and service approach to building customer relationships by offering products and services according to customer needs. * Develop new customer relationships by greeting customers in the branch, scheduling appointments with leads, and conducting outbound calling efforts. * Perform teller transactions and other routine operational tasks, adhering to established branch operational processes and procedures. * Maintain an acceptable balancing record while processing transactions in an accurate and efficient manner. * Arithmetic skills to count money accurately. * Computer literacy to access account information and process transactions. * Develop a thorough knowledge of Bank products and guidelines by attending the required classes. * Maintain a professional appearance and conduct yourself in a professional manner at all times. * Maintain the highest level of professional integrity and ethics. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
    $31k-35k yearly est. 18d ago
  • Branch Officer I, Clark (Bilingual Spanish Required)

    Dollar Bank 4.3company rating

    Dollar Bank job in Cleveland, OH

    The Branch Officer I participates in a comprehensive retail training program while working toward personal business development and sales objectives. In this role, they are responsible for building and leading a motivated sales and service team, ensuring each team member contributes to the branch's success through a consultative sales approach. The Branch Officer I focuses on enhancing team performance by providing individualized coaching and holding each member accountable for their goals. Additionally, this role actively drives business growth through various proactive initiatives, including participation in community events and business networking opportunities. Qualifications: * Candidate must have one of the following: o Bachelor's Degree with four years as a Branch Manager or seven years of solid managerial experience with sustained consistent performance, preferably in a retail or retail banking environment, including experience managing staff, coaching, and meeting sales goals. o High School Diploma/GED with seven years of solid management experience in a retail setting or three years of experience specifically as a Branch Manager in retail banking. * Strong retail banking and business development experience preferred, with a demonstrated ability to deliver outstanding customer service and exceed sales goals. * Demonstrated capacity to build and maintain a strong community presence, contributing to both new and existing business growth opportunities. * Ability to travel as needed to training. * A valid driver's license and access to a reliable vehicle is required. * Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency. Principal Activities and Duties: * Deliver exceptional service in alignment with the Bank's Mission, Vision, and Values. * Contribute directly to customer growth and retention by utilizing proactive strategies to develop business opportunities and deepen customer relationships. * Actively support customer engagement by adhering to the Bank's service behaviors. * Overseeing the team's service behaviors efforts, promoting products and services, and conducting call nights to follow up on leads. * Foster a customer service-oriented team culture, where each member contributes to relationship building and operational integrity. * Conduct daily team huddles, monthly team meetings, and individual coaching sessions to provide performance feedback. * Represent the Bank professionally within the community, actively sourcing new relationships through involvement in local businesses, organizations, and charitable events. * Consistently achieve all established customer service goals and targets. * Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction. * Arithmetic skills to count money accurately. * Computer literacy to access account information and process transactions. * Develop a thorough knowledge of Bank products and guidelines by attending the required classes. * Maintain a professional appearance and conduct yourself in a professional manner at all times. * Maintain the highest level of professional integrity and ethics. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Compensation Range: 66,000-75,000
    $35k-41k yearly est. 43d ago
  • Teller-PT

    First Commonwealth Bank 3.9company rating

    Westerville, OH job

    As a Teller-PT at First Commonwealth, you will live out our Mission to improve the financial lives of our neighbors and their businesses. You will understand the importance of the customer experience, and the role each employees plays in delivering on our Customer Service Promise every day. Through your involvement in day-to-day operations you will learn to create an amazing experience in the Center for employees and customers. You take personal pride in solving problems for your personal and business customers and you will own issues from beginning to end and help keep the Financial Solutions Center running smoothly and efficiently. You get excited about building relationships and identifying opportunities to equip our customers with financial solutions that will help them achieve Financial Confidence. You are intellectually curious, enjoy engaging customers in conversations to assess their needs, have strong listening skills and are not afraid to ask for your customers' business. You will work with your Manager on your Pathways progression and personal development, because you know that, as a Teller-PT, you can change people's lives. As a Teller-PT you are eligible for quarterly sales & service incentives. What Great Looks Like in this Role_________________________________ As a Teller-PT, your days will be divided into 5 essential job functions: 1. Champion Operations and Compliance - 80% of your time will be spent protecting the privacy and security of our customers. You will do this through the following activities: a. Protect the privacy and the security of our customers b. Process daily transactions and be alert to fraud c. Follow proper cash handling, teller differences and dual control guidelines d. Always maintain proper cash limits including drawer, vault and total FSC limits e. Mitigate risk by adhering to FCB policies, procedures and processes f. Ask questions and seek guidance 2. Grow Consumer Relationships - 5% of your time will be spent establishing and growing consumer relationships through the following activities: a. Engage in productive conversations on inbound calls and at the drive thru b. Utilize marketing campaigns to inform customers about our products and promotions c. Ask for referrals and advocate for the Refer-A-Friend program d. Partner with your team to uncover additional needs based sales opportunities 3. Deepen Consumer Relationships - 5% of your time will be spent growing relationships with your existing customer base. You will do this through the following activities: a. Conduct service related outbound calls and achieve assigned call goal b. Identify partner referrals by asking purposeful questions c. Obtain unsecured lending certification to uncover non-real estate secured lending opportunities 4. Personal Development - 10% of your time will be spent ensuring that you are engaging in the right activities to drive growth, both in balance sheets and in yourself. This will happen by engaging in the following activities: a. Take ownership of your own development b. Progress toward completion of Pathways c. Learn BUILD and BUILD 2.0, our sales conversation framework d. Become a subject matter expert on our digital products e. Stay informed with Need2Know and First2Know f. Complete all required trainings in a timely manner 5. Customer Experience - every day, every customer, every interaction you will always have the following at the top of your mind: a. Live our Mission and Core Values b. Be a Champion of our Customer Service Promise to Put Customers First, Be Relentless, Inspire Confidence, Champion Simplicity and Obsess with Yes c. Increase the sales effectiveness and efficiency of your team by championing BUILD and conducting consistent outbound calling d. Promptly follow-through and ensure you are the single contact for problem resolution e. Follow the "One to say YES, two to say NO" rule f. Maintain the highest standard of conduct and account integrity for yourself and your team Bona Fide Occupational Qualifications___________________________ 1. A high school diploma or equivalent. 2. Two (2) or more years of relevant experience in a client-centric sales environment with a proven track record of exceeding assigned goals, delivering a high level of client service and adhering to operational expectations. 3. Excellent communications skills, passionate about helping others, motivated to learn, solutions-based sales skills, professionalism, resourcefulness, exceptional relationship-building skills, ability to excel in a complex and dynamic environment. 4. Technologically savvy (i.e., Microsoft Office, Internet, mobile technology, bank systems). 5. A valid driver's license and ability/willingness to travel regionally.
    $30k-34k yearly est. 22d ago
  • BRANCH MANAGER I- East Region Float

    Dollar Bank 4.3company rating

    Dollar Bank job in Cleveland, OH

    The Branch Manager Trainee participates in a comprehensive retail training program while working toward individual business development and sales objectives. This role is responsible for building and leading a high-performing sales and service team, ensuring that each member contributes to the branch's success through a consultative sales approach. A key focus of the Branch Manager Trainee is developing team members through individualized coaching sessions and holding them accountable for overall performance. Additionally, this role actively drives business growth through proactive initiatives, including participation in community events and business networking opportunities. As a member of the Regional Banking Team, you will be responsible for supporting multiple branches within Dollar Bank's East Branches. These branches include Beachwood, Eastlake, Euclid, Maple, Mayfield, Mentor, Painesville, Richmond, University Heights. Travel reimbursement is provided after a specific mileage threshold is met. Qualifications: * Bachelor's Degree with two years of management experience in a retail environment including managing a staff, coaching, and meeting sales goals. Will consider High School Diploma/GED with six years of management experience in a retail environment including managing a staff, coaching, and meeting sales goals. * Retail Banking and business development experience preferred. * Ability to travel as needed to training. * A valid driver's license and access to a reliable vehicle is required. * Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency. Principal Activities and Duties: * Deliver exceptional service in alignment with the Bank's Mission, Vision, and Values. * Contribute directly to customer growth and retention by utilizing proactive strategies to develop business opportunities and deepen customer relationships. * Actively support customer engagement by adhering to the Bank's service behaviors. * Overseeing the team's service behaviors efforts, promoting products and services, and conducting call nights to follow up on leads. * Foster a customer service-oriented team culture, where each member contributes to relationship building and operational integrity. * Conduct daily team huddles, monthly team meetings, and individual coaching sessions to provide performance feedback. * Represent the Bank professionally within the community, actively sourcing new relationships through involvement in local businesses, organizations, and charitable events. * Consistently achieve all established customer service goals and targets. * Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction. * Arithmetic skills to count money accurately. * Computer literacy to access account information and process transactions. * Develop a thorough knowledge of Bank products and guidelines by attending the required classes. * Maintain a professional appearance and conduct yourself in a professional manner at all times. * Maintain the highest level of professional integrity and ethics. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Compensation Range:
    $77k-93k yearly est. 57d ago
  • CSC Credit Card Specialist 1-1

    Huntington National Bank 4.4company rating

    Columbus, OH job

    Summary: The CSC Credit Card Specialist 1 works in a fast-paced and constantly changing environment supporting customers through complex and challenging situations. This is a sales focused team with goals for balance transfers and adding authorized users. . Duties & Responsibilities: + Provide inbound service for consumer and business credit card customers and CSA overflow support + Have engaging conversations to develop Huntington brand loyalty - including credit card balance transfers, adding authorized users, rewards redemption, product education and more + Assist customers with credit card account maintenance requests and service inquiries + Work individually and with your team to meet and exceed established goals + Maintain up to date knowledge on all Huntington products, services, technology, and procedures + Resolve customer concerns in a timely and efficient manner to support first contact resolution + Manage reputational risk by complying with all policy and procedure requirements + Must consistently demonstrate Huntington Values and Category of One behaviors + Provide additional customer support to other specialty lines of business when needed. + Performs all other duties as assigned Basic Qualifications: + High School Diploma or GED + 1 year of customer service experience + 6 months Customer Solution Center experience Preferred Qualifications: + Possess exceptional written and verbal communication skills, including typing, grammar and spelling proficiency + Strong negotiation and problem solving skills + Ability to be upbeat in a fast-paced and evolving environment + Quick learner with above average retention skills + Adaptable to change + Desired candidates will have a strong referral/sales record and experience + Knowledge of and personal experience using credit card products Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $71k-98k yearly est. 2d ago
  • SBA Client Specialist Sr

    Huntington 4.4company rating

    Columbus, OH job

    The SBA Client Specialist Sr works with Product Specialists, Borrowers, Sellers, Attorneys, Brokers, EROs, Underwriters, Closers, Title Companies and the banking Markets to collect due diligence and promote the loan closing process. Duties & Responsibilities: Coordinates interaction between these parties all within the defined SBA loan closing SLA of 30-45 days. Assists other colleagues with difficult situations or customers. Prepares SBA Loan commitment letters and application documents. Responsible for initial SBA Compliance and preparing the loan commitment package. Reviews other Client Specialists' commitment letters for accuracy. Orders third party reports and provides to correct parties for review. Subject matter expert in the SBA lending process. Engages with the customers daily to discuss, explain and mentor the prospective borrowers through the nuances of SBA lending. Coordinates with all parties to establish closing date. Schedules closing and arranges the distribution of docs. Other duties as assigned. Basic Qualifications High School Diploma A minimum of three years of experience with consumer or business banking loans, and customer service, sales, or client management Preferred Qualifications: Excellent organizational, multi-tasking and time management skills Ability to work in a fast-paced, production environment. Experience with SBA lending Experience with Huntington Business Banking & Velocity programs Very strong Sales/Customer Service skills Strong written and verbal communication skills to include the ability to interact with internal and external customers to achieve positive results. Experience with Microsoft Office software and other HNB systems. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $27k-33k yearly est. Auto-Apply 37d ago
  • Community Development Specialist, Cleveland

    Dollar Bank 4.3company rating

    Dollar Bank job in Cleveland, OH

    The Community Development Specialist will assist in preparing, administering and promoting Dollar Bank's Community Development outreach services (i.e. homeownership training and credit enhancement programs) and activities aimed at community partners/collaborative groups, civic groups, small and non-profit businesses and a variety of other grassroots' type organizations. This individual will provide a wide variety of administrative functions under the direction of the VP, Community Development involving work of a confidential and complex nature and have frequent contact with personnel outside the department and outside the bank including customers, non-profit and civic group representatives, media and foundation representatives, public officials, and vendors. As such, this individual must be capable of working independently with limited guidance and be able to handle sensitive matters with discretion and confidentiality. Flexibility and a willingness to assist others in overflow workload situations are key elements in the successful performance of this job. Qualifications: * High School Diploma/GED required. College Degree preferred or equivalent experience in mortgage or banking. * Minimum of (2) years administrative experience required. Previous experience working for a financial institution preferred. * Mortgage, credit counseling or lending experience preferred. * Knowledge of Bank operations, functions and organization preferred. * Must be proficient in Microsoft Office products (Candidate will be tested). * Communicate clearly and concisely, both orally and in writing. * Establish and maintain effective working relationships with those contacted in the course of work. * Strong interpersonal skills required. * The ability to handle multiple tasks simultaneously, work efficiently under pressure and adhere to deadlines. * A demonstrated ability to analyze problems, propose solutions, simplify complicated issues and maintain accuracy. Principle Activities and Duties: * Serve as departmental point of contact in response to inquiries regarding eligibility for enrollment in Dollar Bank's Credit Enhancement (CEP) Program. * Manage departmental registrations for Community Development's attendance at events, group meetings and orientation sessions. * Attend evening and weekend events as required * Represent the bank at educational seminars, workshops, and housing programs with state, local, and non-profit housing organizations promoting financial literacy, community development mission, homeownership, and /or credit. * Review Home Ownership Program applications. * Actively researches for new community development partnerships that align with Community Development mission. * Order and review credit reports as requested. * Maintain updated filing/purging system to keep accurate count of program clients. * Monitor and reconcile various Community Development related accounts, i.e. matched savings accounts, field workshop reports. * Manage database of new clients via computer and create customer records. * Assist Community Development Officer with clients and follow-ups as needed. * Work in conjunction with Marketing Department on departmental booklet ads for events. * Develop and maintain supply of Credit Enhancement Program (CEP) workshop materials, Fast Track Homeowners training and credit presentation packets. * Prepare for exams from the Office of the Comptroller of the Currency (OCC). * Verify/Investigate organizations as 501 (c3), non-profit. * Prepare and send notifications/official letters to approved organizations. * Assist VP with contribution budget preparation and monitoring. * All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Compensation: 45,000-54,000
    $27k-31k yearly est. 8d ago
  • Treasury Management Branch Solution Spec I

    Huntington National Bank 4.4company rating

    Columbus, OH job

    The Treasury Management Branch Solution Spec I is responsible for identifying, researching, analyzing, and resolving complex problems with regard to Treasury Management onboarding and servicing. Independently identifies cross-sale opportunities and assists the Treasury Management Advisors in the execution of additional sales across existing portfolio. Directly works with customers on annual renewals for ACH, wires, high risk remote deposit capture (RDC) , Commercial Card, and Controlled Disbursement accounts. Trains customers on new TM setups. Key contact for service and maintenance for Branch and Business Banking customers. Duties and Responsibilities: + Responsible for identifying, researching, analyzing, and resolving problems with regard to the servicing of customers, as well as providing general product and service support to the Treasury Management segment. + Prioritizes service issues and ensures they are completed on time and with a recognized / accepted resolution by the customer. + May perform training or education for customers on specific products. + Acts as internal resource for inquiries. + May recommend process improvement and efficiencies for product and service workflows. + Performs other duties and projects as assigned. Basic Qualifications: + Bachelor's Degree + 3+ years of banking experience with a focus on treasury management/cash management Preferred Qualifications: + Very strong written and verbal communication skills + Strong knowledge of Microsoft Office applications + Strong technical and problem-solving skills + Excellent interpersonal skills to build and maintain effective relationships + Very strong organization skills and the ability to work on numerous tasks simultaneously + Ability to work with partners within the sales process Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $120k-147k yearly est. 3d ago
  • Engagement Center Supervisor

    First Commonwealth Bank 3.9company rating

    Canton, OH job

    Provides support to all Engagement Center Specialists with incoming service calls and digital interactions from customers, or potential customers, having questions regarding their current account relationships or seeking information about additional products and services. Completes any customer follow up resulting from inbound calls, digital interactions, or transfers from the integrated voice response system, such as account maintenance, records research, and follow up on information requests. Initiates and actively participates in client conversations to determine and appropriately address client needs. Maintains current and detailed knowledge of all bank products and services, as well as a working knowledge of non-bank services, such as brokerage and insurance, in order to effectively promote and refer these products. Tracks outstanding referrals and completes follow up as necessary. Performs call monitoring weekly on each member of the team and follows up immediately to make sure all aspects of Customer Service Promise are met and exceeded. Must excel at hands on coaching and developing team members across the entire Engagement Center. Essential Job Responsibilities____________________________________ 1. Supervises, monitors, and coaches assigned team of Engagement Center Specialists with goal of career development within the EC Excels at hands on coaching and developing team members across the entire Engagement Center. 2. Supports the Financial Solutions Engagement Center Manager in developing a highly talented, motivated, and effective team through the following activities: a. Assists in the selection of new personnel as appropriate. b. Makes provisions for the proper orientation and training of new personnel. c. Reviews employee performance throughout the probationary period and on a regularly scheduled basis thereafter. d. Organizes, schedules, and distributes work among assigned personnel. e. Keeps personnel informed of pertinent policies and procedures affecting the department and/or their jobs. f. Creates an atmosphere in which upward communication from employees is encouraged. g. Administers personnel policies and procedures as established by the Bank. 3. Provides support to all Engagement Center Specialists with incoming service calls and digital interactions from customers, or potential customers, having questions regarding their current account relationships or seeking information about additional products and services, existing deposit and loan account inquiries. Including but not limited to: a. account maintenance requests, including name and address changes b. Online Banking and Mobile banking access issues and inquiries, c. Online BillPay, and Mobile Remote Deposit inquiries, d. debit card transaction inquiries, hot cards, and replacements, e. details on rates and promotional offerings, f. general "switchboard" type transfers to other employees, departments, g. calls transferred from the integrated voice response system 4. Completes any customer follow up resulting from inbound calls (i.e. account maintenance requests, records research, appropriate mailings, outbound calls to other departments, and calls back to customers). 5. Receives and responds to messages from online chat, banno conversations, or emails. 6. Initiates and actively participates in customer conversations to determine and appropriately address customer needs. 7. Maintains current and detailed knowledge of all bank products and services, as well as a working knowledge of non-bank services, such as brokerage and insurance, in order to effectively promote and refer these products. Tracks outstanding referrals and when necessary contacts appropriate branch personnel requesting action on sales referrals not yet progressed. 8. Performs call monitoring weekly on each member of the team and follows up immediately to make sure all aspects of Customer Service Promise are met and exceeded. 9. Completes all self-education assignments in a timely manner (i.e. online compliance training, supervisor-assigned readings/exercises). 10. Productively utilizes non-phone time to review e-mail, read Insite articles, review procedural updates, and access any Insite resources available to enhance job knowledge. Bona Fide Occupational Qualifications_____________________________ 1. High school diploma or equivalent is required. 2. Three (3) years related work experience is required. 3. Previous supervisory experience is preferred. 4. Exceptional customer services skills and excellent interpersonal and communication skills, and a professional manner are required. 5. Proficient computer skills and ability to learn company utilized systems is required. 6. Ability to work day, evening, and weekend hours, with possible shift changes, is required. 7. Must register and maintain current registration with the National Mortgage Licensing System & Registry (NMLS). The NMLS website (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
    $29k-38k yearly est. 60d+ ago
  • Consumer Direct Loan Specialist - Columbus, OH, Covington, KY, or Flint, MI

    Huntington 4.4company rating

    Columbus, OH job

    The Consumer Direct Loan Specialist performs outbound sales calls to explore customers' financial needs with a focus on building and broadening existing customer or business relationships using multiple Huntington products. Duties & Responsibilities: Explains the features and benefits of alternate financial solutions and makes sales referrals to specialized areas. Makes sales referrals to specialized areas, e.g., Insurance and Mortgage, using available tools and technology. Demonstrates initiative, discipline and ability to consistently meet specific efficiency targets and production goals. Maintains up to date knowledge of products, services, technology and regulations. Complies fully with quality and risk standards. May take on short-term inbound call support or additional outbound calling projects as needed. Adheres to a disciplined approach to making Outbound calls that meet productivity standards Understands sales tracking/pipeline management Engaged in purposeful conversation to review equity options that meet the customer needs Inputs accurate and thorough loan applications Adheres to Quality/Risk/Policies & Procedures/Learning and Updates/System Performer other duties as assigned NOTE: This position is considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. Registration and additional qualifications required. Basic Qualifications: At least 1 year of previous sales experience High school diploma or equivalent Preferred Qualifications: Financial phone sales experience in the consumer lending and/or mortgage fields or business banking; related financial products and/or fields Bachelor's Degree #LI-NA1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $89k-118k yearly est. Auto-Apply 60d+ ago
  • Private Bank Wealth Advisor II

    Huntington 4.4company rating

    Westlake, OH job

    The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client's Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties as assigned. Basic Qualifications: Bachelor's Degree State Life and Health Licenses required to be obtained within 90 days of hire At least 3 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required. Preferred Qualifications: Securities and life insurance licenses preferred but not required. Demonstrated success working with high-net-worth clients. Proven ability to build strong relationships with clients. Excellent written and verbal communication skills. Ability to multi-task. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $77k-100k yearly est. Auto-Apply 60d+ ago
  • Customer Experienced Banker

    Huntington 4.4company rating

    Englewood, OH job

    Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in understanding and educating customers on consumer deposit products. Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners. Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership. Adhering to all operational, security, risk and regulatory policies and procedures. Demonstrating acumen in sales, customer service, relationship management, banking, communication and presentation. Other duties as assigned. Basic Qualifications: High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree. Preferred Qualifications: 1 year or more in customer service in banking, financial services or goal driven retail sales. Cash handling skills. Comfort with technology such as mobile services and online banking services. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $25k-32k yearly est. Auto-Apply 10d ago

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Dollar Bank Fsb may also be known as or be related to Dollar Bank, Dollar Bank FSB, Dollar Bank Fsb and Dollar Bank, FSB.