Financial Services Representative
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.
Consider Me For a Future Role
Cincinnati, OH
Love MadTree? Want to be part of our team? We'd love to hear from you-even if we don't have any open positions right now! With beautiful spaces in Oakley, Over-the-Rhine, and Summit Park in Blue Ash, we're constantly looking for great people to add to the team.
Here's what you can do:
Tell us what kind of job you'd like at MadTree
Share your resume or story with us!
Don't worry if you don't have a resume. We want to know about you! You can:
Tell us in your own words why you're excited to work at MadTree
Share any skills or hobbies that you think would make you great for our team
Describe a time when you worked hard to achieve something
Tell us about your favorite MadTree experience
We'll keep your information handy, and if something comes up that seems like a good fit, we might reach out!
While we can't guarantee when opportunities will open up, making a connection now means you'll be on our radar when they do.
Ready to connect? Hit that "Apply Now" button and let's get started!
About MadTree
Founded in 2013, MadTree is an award-winning brewery that's rooted in Cincinnati and planted in purpose. Driven to craft great beer - but more importantly - build a business dedicated to doing good, MadTree protects and celebrates nature while reducing impact on the environment. MadTree is a B-Corp certified company and proud member of 1% for the Planet with a commitment to donate 1% of sales to local, sustainable nonprofits. MadTree strives to create warm and welcoming experiences, exceed expectations, and most importantly, plant a better community. They put purpose in every pour and raise a glass to doing things differently. Cheers.
We are MadTree. Rooted in Cincy. Planted in Purpose.
BENEFITS AND PERKS AT MADTREE
MadTree offers all team memebers the following perks and benefits:
Discounted food, beverage, and merch
Quarterly MadTree gift card allowance
401(k) retirement plan with company match
FREE in-person or video therapy sessions (8 sessions per mental health need)
UNLIMITED FREE text-based therapy services
Paid Volunteer Time
In addition to the above, all full-time employees also receive…
Paid Time Off
Subsidized Medical and Dental insurance
Voluntary vision, life, and disability insurance
MadTree is committed to building a diverse, equitable, and inclusive workforce that is rooted in Cincy and planted in purpose. We offer a competitive compensation package plus great benefits like subsidized health insurance, free mental health support, a retirement plan with a match, paid time off, and many other great perks.
Virtual Banker III - Plano TX, Columbus OH, Tempe AZ - Bilingual English and Spanish Required
Columbus, OH
JobID: 210687005 JobSchedule: Full time JobShift: : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Virtual Banker III within Consumer Banking, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will act as the main point of contact for a select group of Chase's clients, managing a diverse portfolio of client banking relationships. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all.
Job Responsibilities
* Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations based on financial needs.
* Guide and set up self-service options like the Chase Mobile App, Chase.com, and ATMs to enhance customers' banking experience.
* Partner with One Chase Partners to connect customers to experts for specialized financial needs.
* Demonstrate excellent communication skills, including written, phone, and video, to engage customers, tailor product features, and resolve issues promptly.
* Influence, educate, and connect customers to technology, delivering solutions that integrate One Chase products effectively.
* Adhere to policies, procedures, and regulatory requirements, operating within risk parameters and meeting compliance obligations.
* Achieve or exceed performance metrics related to client engagement and referrals, showing initiative in preventing problems.
* Foster a welcoming atmosphere, delivering attentive service, and cultivating relationships with affluent clients by tailoring features and benefits.
* Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank.
* Cultivate relationships with affluent clients, tailoring features and benefits of products and services to customers with differing needs.
Required Qualifications, Capabilities, and Skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
* 2+ years of Branch Banking or equivalent experience in financial services with success in new client acquisition and revenue generation.
* Demonstrated client-first attitude with the ability to create a hospitable and friendly experience.
* Strong relationship-building skills, showing genuine care and concern during client interactions.
* Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email.
* Proficiency in quickly and accurately learning products, services, and procedures.
* Ability to work collaboratively as a team to deliver seamless service with care and sincerity.
* Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently.
* Proven client service experience or comparable experience.
* High school diploma, GED, or equivalent. Reading and speaking in both English and Spanish fluently is required for this role.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Experience adhering to banking policies, procedures, and regulatory requirements.
* Experienced in retail banking, financial services, or a consultative customer relationship role in related industries, such as hospitality service industries, with a proven track record of success in deepening client relationships and delivering results, including experience in cultivating relationships with affluent clients.
* College degree or military equivalent.
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan
Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Auto-ApplyWealth Banker - PNC Investments
Cleveland, OH
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Wealth Banker within PNC's Investments organization, you will be based in the Cleveland Metropolitan Area.Job Description
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients, with focus typically on a more complex, sophisticated client base. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households.
Develops and maintains internal and external partnerships to drive new revenue, acquisition and growth. Owns communication and contact with existing clients to ensure expansion opportunities are captured. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience from acquisition through onboarding and servicing. Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Generates quality referrals for ecosystem partners. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs.
Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience.
Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Own the client relationship and holds team accountable for deliverables. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor.
Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiates client experience through advanced conversation skills. Has in depth knowledge of business segment capabilities and offerings.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
CompetenciesBanking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Influencing, Managing Multiple Priorities, Products and Services, Relationship Management, Selling.Work ExperienceRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesFINRA Series 7 and 66 (or 63,65) required. Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Life & Health Insurance licenses required.Pay TransparencyBase Salary: $55,000.00 - $98,000.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education.Application WindowGenerally, this opening is expected to be posted for two business days from 08/07/2025, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Auto-ApplyFinancial Associate (Business/ Cashier Office)- 20026885
Columbus, OH
Financial Associate (Business/ Cashier Office)- 20026************2) Organization: Rehabilitation & Correction - Franklin Medical CenterAgency Contact Name and Information: ************/*************************** Unposting Date: Dec 16, 2025, 4:59:00 AMWork Location: Franklin Medical Center 1990 Harmon Avenue Columbus 43223Primary Location: United States of America-OHIO-Franklin County-Columbus Compensation: $22.96Schedule: Full-time Classified Indicator: ClassifiedUnion: OCSEA Primary Job Skill: Accounting and FinanceTechnical Skills: Bookkeeping, Accounting and FinanceProfessional Skills: Attention to Detail, Customer Focus, Problem Solving Agency Overview Who We Are… Guided by a single mission “To reduce recidivism among those we touch,” the Ohio Department of Rehabilitation and Correction believes that everyone is capable of positive change. Our staff embrace these core values and serves as role models for pro-social behavior conveying an attitude of dignity and respect in the treatment of others. What We Do… The Ohio Department of Rehabilitation and Correction has been tasked with front line crime reduction through rehabilitative treatment and programming efforts provided in a safe, secure and humane correctional environment and effective community supervision. Our goal is to protect the public through helping individuals turn away from crime and become productive, contributing members of our communities, ensuring a safer Ohio for all Ohioans now and in the future. To learn more about our agency, please visit our website at **************** Are You Ready? We are thrilled to see that you are interested in beginning your career with the Ohio Department of Rehabilitation and Correction! Without a doubt, this will be the most rewarding and meaningful work you'll ever find with a work family that is second to none! Job DescriptionWhat You'll Do:
This position works under immediate supervision and requires some knowledge of accounting systems and procedures • Performs data entry chartfield coded Request to Purchases into OAKS• Processes vouchers in OAKS for EDI, payment card, capital payments and 5% of other assigned vouchers• Submits assigned invoices with attached supporting documentation to Ohio Shared Services (OSS) for processing the OAKS voucher (e.g., OAKS, Excel Spreadsheet, Word)• Prepares local funds for voucher payments• Validates all types of vouchers for management approval• Validations of invoices include but are not limited to: determines accuracy, remittances and validity of invoices, and prepares vouchers for invoice payments or disbursement of funds• Verifies mathematical accuracy, quantity of goods purchased and received, purchase price, applicable discounts, and freight charges• Reconciles discrepancies• Verifies appropriation sources• Matches invoices to delivery receipts and purchase orders• Places invoices in recaps, determining total amount of recap and voucher numbers• Verifies accuracy of money remitted• Forwards invoices to appropriate divisions prior to processing the voucher for approval• Obtain all types of receivers through electronic signature approval, email, signed invoices• Examines and verifies invoice calculations, delivery receipts and other supporting documentation• Utilizes resources to validate all types of invoices (e.g., retrieves data from OAKS FIN, CACTAS or other files and ledgers) information for financial reports• Prepares bi-weekly, monthly, quarterly and/or annual reports on accounts maintained• Posts, updates and balances ledgers and journals to include internal accounts for local funds, all types of purchase orders and encumbrance documents, transfers, cancellations, and vouchers payable• Posts receipts and balances accounts on daily/weekly/monthly basis• Reconciles internal accounts• Verifies management approval of the voucher through OAKS and/or local funds.• Performs variety of related clerical tasks (e.g., opens and sorts mail)• Composes and edits correspondence relative to assigned work• Maintains files• Operates equipment to generate typed reports and correspondence• Answers telephone inquiries• Greets customers• Responds to or refers complaints• Answers general inquiries within established guidelines)• Completes forms (e.g., purchase orders) and inventory levels and activity reports• Handles inventory control and asset depreciation.• Attends meetings and trainings• Assists other financial associates as directed by supervisor• Works on special projects and committees• Performs other duties as assigned.Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes:
Medical Coverage
Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period
Paid time off, including vacation, personal, sick leave and 11 paid holidays per year
Childbirth, Adoption, and Foster Care leave
Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more)
Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation)
*Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.QualificationsSelection devises, proficiency testing and/or assessment may be used to determine if an applicant meets and is proficient I the minimum qualifications for this position.
18 mos. exp. or 18 mos. trg. in accounting &/or finance to include a basic level of experience in spreadsheet software. -Or completion of high school technical program in accounting; 6 mos. exp. or 6 mos. trg. in accounting or finance to include a basic level of experience in spreadsheet software. -Or completion of associate core program in business administration, accounting, finance or related field. -Or equivalent of Minimum Class Qualifications for Employment noted above. Job Skills: Accounting and Finance, Payroll/Benefits Administration, Analyzation, Attention to Detail, Time Management, Teamwork, Customer FocusSupplemental InformationApplication Procedures: In order to be considered for this position, you must apply on-line through this posting website. (We no longer accept paper applications.) When completing your on-line Ohio Civil Service Application, be sure to clearly describe how you meet the minimum qualifications outlined on this job posting. We cannot give you credit for your qualifications, experience, education and training in the job selection process if you do not provide it in your on-line application.You can check the status of your application by signing into your profile on this website.We will communicate with you through the email you provided in your profile and job application. Be sure to check your email often.If you require a reasonable accommodation for the application process, please contact the Human Resources Office so proper arrangements can be made. Otherwise, you will be given specific instructions on requesting an accommodation if you are invited to an assessment and/or interview.The Ohio Department of Rehabilitation and Correction is a tobacco-free workplace.Pre-Employment Drug Testing:All final applicants tentatively selected for this position will be required to submit to urinalysis to test for illegal drug use prior to appointments. Testing will also be performed for the presence of marijuana. An applicant with a positive test shall not be offered employment unless the applicant submits medical documentation of legally prescribed medications or a recommendation for medical marijuana.Pre-Employment Background Investigation:The final applicant selected for the position will be required to undergo a criminal background check. An individual assessment of an applicant's prior criminal convictions will be made before excluding an applicant from consideration.The Ohio Department of Rehabilitation and Correction is prohibited from hiring: Individuals under a federal or state weapons disability if the position requires firearms certification/recertification and use;Individuals who have engaged in sexual abuse in a prison or other confinement facility; have been civilly or administratively adjudicated, or convicted of engaging or attempting to engage in sexual activity in the community facilitated by force, implied threats of force, or if the victim did not or was unable to consent; Individuals convicted of soliciting or providing support for an act of terrorism, terrorism, or money laundering to support terrorism; Individuals who have been convicted of or pled guilty to a felony where a direct correlation exists between the position and prior criminal behavior. ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
Auto-ApplyProfessional Billing-Finance Rep II
Cincinnati, OH
JOB RESPONSIBILITIES * Billing - Compile and prepare patient charges. Prepare invoices billings, UB-04 and 1500 claim forms to be sent to 3rd party payers for payment indicating individual line items for services and total costs. Review charges. Obtain and evaluate family, third party payers and agency resources for payment of charges. Managing patient billing and ensure procedures are billed according to contracts, transmit or mail all paper and claims, and review correspondence and follow up as needed.
* Systems Support - Maintain and update departmental system, including templates, and payer and physician information.
* Collaboration - Act as a preceptor for new employees. Perform specialty services functions. Act as a resource within the department/division. Provide instruction for performing non-routine functions. Serve as a liaison between Physicians Billing Service, Admitting, Outpatient Surgery, Outpatient Department, Patent Financial Services and other Cincinnati Children's departments.
* Financial Support - Obtain and evaluate family, third party payers and agency resources for payment of charges. Counsel patient on third party coverage and present financial aspects. Determine eligibility for State Medicaid, Social Security and other outside funding. Complete necessary paperwork for eligible patients, including medical and financial applications. Coordinate inpatient and outpatient admissions. Coordinate information with the inpatient and outpatient charge systems. Input charges and relative information. Manage accounts receivable data and collection information, ensure timeliness and accuracy. Research third party payers and community physician charges in order to maintain usual and customary as will as competitive charges. Check and update charge master. Conduct utilization review for the division from insurance companies and working in conjunction with Cincinnati Children's Utilization Review department. Process, post, and balance payments to accounts timely, accurately, and in the correct period.
* Quality - Provide Quality Assurance reports for the division.
JOB QUALIFICATIONS
* High school diploma or equivalent
* 2+ years of work experience in a related job discipline
Primary Location
South Campus
Schedule
Full time
Shift
Day (United States of America)
Department
Professional Billing Operation
Employee Status
Regular
FTE
1
Weekly Hours
40
* Expected Starting Pay Range
* Annualized pay may vary based on FTE status
$18.16 - $22.25
Market Leading Benefits Including*:
* Medical coverage starting day one of employment. View employee benefits here.
* Competitive retirement plans
* Tuition reimbursement for continuing education
* Expansive employee discount programs through our many community partners
* Shift Differential, Weekend Differential, and Weekend Option Pay Programs for qualified positions
* Support through Employee Resource Groups such as African American Professionals Advisory Council, Asian Cultural and Professional Group, EQUAL - LGBTQA Resource Group, Juntos - Hispanic/Latin Resource Group, Veterans and Military Family Advocacy Network, and Young Professionals (YP) Resource Group
* Physical and mental health wellness programs
* Relocation assistance available for qualified positions
* Benefits may vary based on FTE Status and Position Type
About Us
At Cincinnati Children's, we come to work with one goal: to make children's health better. We believe in a holistic team approach, both in caring for patients and their families, and in advancing science and discovery. We strive to do better and find energy and inspiration in our shared purpose. If you want to be the best you can be, you can do it at Cincinnati Children's.
Cincinnati Children's is:
* Recognized by U.S. News & World Report as a top 10 best Children's Hospitals in the nation for more than 15 years
* Consistently among the top 3 Children's Hospitals for National Institutes of Health (NIH) Funding
* Recognized as one of America's Best Large Employers (2025), America's Best Employers for New Grads (2025)
* One of the nation's America's Most Innovative Companies as noted by Fortune
* Consistently certified as great place to work
* A Leading Disability Employer as noted by the National Organization on Disability
* Magnet designated for the fourth consecutive time by the American Nurses Credentialing Center (ANCC)
We Embrace Innovation-Together. We believe in empowering our teams with the tools that help us work smarter and care better. That's why we support the responsible use of artificial intelligence. By encouraging innovation, we're creating space for new ideas, better outcomes, and a stronger future-for all of us.
Comprehensive job description provided upon request.
Cincinnati Children's is proud to be an Equal Opportunity Employer committed to creating an environment of dignity and respect for all our employees, patients, and families. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, genetic information, national origin, sexual orientation, gender identity, disability or protected veteran status. EEO/Veteran/Disability
Citizens Banker
Woodmere, OH
Starting Salary: $24.50 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a "people person" who enjoys building positive relationships with customers, then this is the job for you!
Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
What you'll get
+ Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.
+ Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
+ Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
+ Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.
Required Qualifications
+ High School degree or GED required
+ 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
+ Ability to effectively ask questions and identify needs to improve the customer relationship
+ Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
+ Demonstrated skills in using digital technology to support the delivery of business goals
+ Aptitude to problem solve and provide solutions to customer issues
+ Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
+ Self-motivated, confident and ability to multitask effectively
+ Ability to work branch hours, which can include weekends and evenings
+ Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.
+ Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast.
Preferred skills/experience
+ 1 year cash handling experience
Hours and Work Schedule
+ Hours per Week: 40
+ Work Schedule: Varies with branch needs and may include weekends and evenings
Pay Transparency
The salary range for this position is $24.50 - $31.78/per hour, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
01/05/2026
Financial Associate (Business/ Cashier Office)- 20029638
Marysville, OH
Financial Associate (Business/ Cashier Office)- 20029************M) Organization: Rehabilitation & Correction - Ohio Reformatory for WomenAgency Contact Name and Information: Personnel Director ************ / *************************** Unposting Date: Dec 15, 2025, 4:59:00 AMWork Location: Ohio Reformatory for Women 1479 Collins Avenue Marysville 43040-9101Primary Location: United States of America-OHIO-Union County-MarysvilleOther Locations: United States of America-OHIO-Pickaway County-Orient Compensation: $22.96Schedule: Full-time Classified Indicator: ClassifiedUnion: OCSEA Primary Job Skill: Accounting and FinanceTechnical Skills: Bookkeeping, Accounting and FinanceProfessional Skills: Attention to Detail, Customer Focus, Problem Solving Agency Overview Who We Are… Guided by a single mission “To reduce recidivism among those we touch,” the Ohio Department of Rehabilitation and Correction believes that everyone is capable of positive change. Our staff embrace these core values and serves as role models for pro-social behavior conveying an attitude of dignity and respect in the treatment of others. What We Do… The Ohio Department of Rehabilitation and Correction has been tasked with front line crime reduction through rehabilitative treatment and programming efforts provided in a safe, secure and humane correctional environment and effective community supervision. Our goal is to protect the public through helping individuals turn away from crime and become productive, contributing members of our communities, ensuring a safer Ohio for all Ohioans now and in the future. To learn more about our agency, please visit our website at **************** Are You Ready? We are thrilled to see that you are interested in beginning your career with the Ohio Department of Rehabilitation and Correction! Without a doubt, this will be the most rewarding and meaningful work you'll ever find with a work family that is second to none! Job DescriptionWhat You'll Do:
This position works under immediate supervision and requires some knowledge of accounting systems and procedures • Performs data entry chartfield coded Request to Purchases into OAKS• Processes vouchers in OAKS for EDI, payment card, capital payments and 5% of other assigned vouchers• Submits assigned invoices with attached supporting documentation to Ohio Shared Services (OSS) for processing the OAKS voucher (e.g., OAKS, Excel Spreadsheet, Word)• Prepares local funds for voucher payments• Validates all types of vouchers for management approval• Validations of invoices include but are not limited to: determines accuracy, remittances and validity of invoices, and prepares vouchers for invoice payments or disbursement of funds• Verifies mathematical accuracy, quantity of goods purchased and received, purchase price, applicable discounts, and freight charges• Reconciles discrepancies• Verifies appropriation sources• Matches invoices to delivery receipts and purchase orders• Places invoices in recaps, determining total amount of recap and voucher numbers• Verifies accuracy of money remitted• Forwards invoices to appropriate divisions prior to processing the voucher for approval• Obtain all types of receivers through electronic signature approval, email, signed invoices• Examines and verifies invoice calculations, delivery receipts and other supporting documentation• Utilizes resources to validate all types of invoices (e.g., retrieves data from OAKS FIN, CACTAS or other files and ledgers) information for financial reports• Prepares bi-weekly, monthly, quarterly and/or annual reports on accounts maintained• Posts, updates and balances ledgers and journals to include internal accounts for local funds, all types of purchase orders and encumbrance documents, transfers, cancellations, and vouchers payable• Posts receipts and balances accounts on daily/weekly/monthly basis• Reconciles internal accounts• Verifies management approval of the voucher through OAKS and/or local funds.• Performs variety of related clerical tasks (e.g., opens and sorts mail)• Composes and edits correspondence relative to assigned work• Maintains files• Operates equipment to generate typed reports and correspondence• Answers telephone inquiries• Greets customers• Responds to or refers complaints• Answers general inquiries within established guidelines)• Completes forms (e.g., purchase orders) and inventory levels and activity reports• Handles inventory control and asset depreciation.• Attends meetings and trainings• Assists other financial associates as directed by supervisor• Works on special projects and committees• Performs other duties as assigned.Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes:
Medical Coverage
Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period
Paid time off, including vacation, personal, sick leave and 11 paid holidays per year
Childbirth, Adoption, and Foster Care leave
Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more)
Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation)
*Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.QualificationsSelection devises, proficiency testing and/or assessment may be used to determine if an applicant meets and is proficient I the minimum qualifications for this position.
18 mos. exp. or 18 mos. trg. in accounting &/or finance to include a basic level of experience in spreadsheet software. -Or completion of high school technical program in accounting; 6 mos. exp. or 6 mos. trg. in accounting or finance to include a basic level of experience in spreadsheet software. -Or completion of associate core program in business administration, accounting, finance or related field. -Or equivalent of Minimum Class Qualifications for Employment noted above. Job Skills: Accounting and Finance, Payroll/Benefits Administration, Analyzation, Attention to Detail, Time Management, Teamwork, Customer FocusSupplemental InformationApplication Procedures: In order to be considered for this position, you must apply on-line through this posting website. (We no longer accept paper applications.) When completing your on-line Ohio Civil Service Application, be sure to clearly describe how you meet the minimum qualifications outlined on this job posting. We cannot give you credit for your qualifications, experience, education and training in the job selection process if you do not provide it in your on-line application.You can check the status of your application by signing into your profile on this website.We will communicate with you through the email you provided in your profile and job application. Be sure to check your email often.If you require a reasonable accommodation for the application process, please contact the Human Resources Office so proper arrangements can be made. Otherwise, you will be given specific instructions on requesting an accommodation if you are invited to an assessment and/or interview.The Ohio Department of Rehabilitation and Correction is a tobacco-free workplace.Pre-Employment Drug Testing:All final applicants tentatively selected for this position will be required to submit to urinalysis to test for illegal drug use prior to appointments. Testing will also be performed for the presence of marijuana. An applicant with a positive test shall not be offered employment unless the applicant submits medical documentation of legally prescribed medications or a recommendation for medical marijuana.Pre-Employment Background Investigation:The final applicant selected for the position will be required to undergo a criminal background check. An individual assessment of an applicant's prior criminal convictions will be made before excluding an applicant from consideration.The Ohio Department of Rehabilitation and Correction is prohibited from hiring: Individuals under a federal or state weapons disability if the position requires firearms certification/recertification and use;Individuals who have engaged in sexual abuse in a prison or other confinement facility; have been civilly or administratively adjudicated, or convicted of engaging or attempting to engage in sexual activity in the community facilitated by force, implied threats of force, or if the victim did not or was unable to consent; Individuals convicted of soliciting or providing support for an act of terrorism, terrorism, or money laundering to support terrorism; Individuals who have been convicted of or pled guilty to a felony where a direct correlation exists between the position and prior criminal behavior. ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
Auto-ApplyCitizens Banker
Maumee, OH
Starting Salary: $24.50 / hour and up
Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice.
What you'll do
Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you!
Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
What you'll get
Meaningful work & relationships
- You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.
Commitment to community
- Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
Career opportunities, reward, and upskilling
- See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
Exceptional benefits
- Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.
Required Qualifications
High School degree or GED required
2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
Ability to effectively ask questions and identify needs to improve the customer relationship
Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
Demonstrated skills in using digital technology to support the delivery of business goals
Aptitude to problem solve and provide solutions to customer issues
Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
Self-motivated, confident and ability to multitask effectively
Ability to work branch hours, which can include weekends and evenings
Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.
Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast.
Preferred skills/experience
1 year cash handling experience
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Varies with branch needs and may include weekends and evenings
Auto-ApplySr. Financial Services Advisor (Personal Banker)
Ohio
MyUSA Credit Union is a $350 million-dollar, member-owned financial institution with offices in Middletown (2), Trenton, Kettering (2), Moraine, Springfield and Vandalia. We are seeking interested candidates for a Sr. Financial Services Advisor (Personal Banker - Loans & New Accounts) position. The role requires an aggressive, enthusiastic, member service driven person who is highly motivated to build relationships with members and recommend products and services that best meet their needs. Responsibilities include:
Interview, counsel, and assist members regarding all of their financial service needs
Process/open new account and loan requests; service existing accounts.
Set up new account files and provide members with all necessary information for membership.
Notify applicants of loan decisions and corresponds with members, applicants, and creditors to resolve questions regarding application information.
Maintain knowledge in all aspects of the Credit Union's products and services
Expected to assist in all areas of branch operations on a frequent basis
Qualifications include:
Live the values: Positive Empowerment, Compassionate Relationships, Transformative Service, and Collaborative Innovation. (Visit ************************* to learn more)
Ideal candidate should have a High School Diploma or equivalent through course work, training and/or financial services experience
Familiarity with branch operations and financial services products and services preferred
Effective communication skills (oral and written)
Able to demonstrate excellent interpersonal and organizational skills
Strong computer skills and ability to operate standard office machines needed to perform the job such as computer, calculator, copier
MyUSA Credit Union is an equal opportunity employer. Job Type: Full-time Benefits:
401(k) Matching
Generous Paid Time Off
Company paid Life, AD&D and Disability Insurance
Credit Union membership
Health, Dental, & Vision insurance
Employee Assistance Program
Flexible Spending Account
Health Savings Account
Referral program
Physical setting:
Office
Schedule:
Day shift
Financial Services Representative
Zanesville, OH
Full-time Description
Ready to look forward to going to work every day? Want to be a part of a service driven culture where employees are appreciated? Check out our opportunity with Bayer Heritage Federal Credit Union!
Essential Functions and Responsibilities
Interview members assisting with the selection of appropriate loan products. Process applications and ensure proper documents are received and completed.
Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve.
Receives and processes member financial transactions, including deposits, withdrawals, payments, and transfers.
Balances cash drawer and daily transactions.
Maintain knowledge and properly follow policies and procedures for the office including but not limited to Reg CC, Robbery/Security, Loan Policy, etc.
Log in to ICD group daily and assist callers in a timely manner.
Cross-sell debt protection products. Maintain goal of 60% of total dollars processed. Look for opportunities and cross-sells services to members.
Performs other related duties as assigned.
Performance Measurements
To participate fairly in the handling of ICD calls and email responses providing friendly, prompt, professional and accurate service and support to all members and coworkers in a timely manner and assist lobby members within 5 minutes.
To open all types of accounts, products and services accurately. Ensure all related forms are complete and legible with minimal errors.
To produce, close, and complete member loan documents, reports, etc. in a timely fashion, with minimal errors.
To provide professional, friendly and accurate service to members and co-workers.
To prepare member loan documents and scan within 7 days of original loan date.
To proactively seek to cross sell credit union products and services for the betterment of the member and meet 60% goal on debt cancellation products.
Complete LMS modules in a timely manner with a passing grade of 90%.
To actively attend and participate in assigned committee meetings and events.
Requirements
Three to five years of similar or related experience.
Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Operates a ten key calculator and computer keyboard by touch.
A high school education or GED.
EEO Statement
Bayer HFCU is an equal opportunity employer. We are committed to our policy of providing equal employment opportunity in a manner consistent with applicable laws and regulations, including federal laws prohibiting employment discrimination on the basis of race, color, creed, national origin, sex, age, disability, sexual orientation or genetic information.
Personal Banker - North Canton Banking Center
North Canton, OH
The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, with 17 locations across Holmes, Medina, Stark, Tuscarawas, and Wayne counties. CSB is recognized as a top employer in our region as an eight-year winner of the NorthCoast 99 award (********************** which recognizes the 99 best employers for top talent in Northeast Ohio.
This full-time position is located on-site at our North Canton Banking Center. In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below.
Summary: This individual provides exceptional service to our customers and prospects, opens new accounts, processes loan activity, grows customer portfolios and strengthens community relations with the Banking Center.
Essential Functions: Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Serve our customers in a professional and caring manner
* Adhere to CSB Customer Service & Retail Ready! Standards
* Follow CSB professional standards of dress and conduct
* Build rapport with customers by asking quality questions to help meet their needs
* Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality.
* Project a positive image of CSB
* Promote CSB by participating in community activities
* Represent CSB through professional and courteous conduct
* Execute service & sales initiatives to support growth in customer portfolios
* Utilize relationship banking principles during customer interaction
* Understand and have the ability to explain the features and benefits of all banking products and services
* Engage customers and prospects to gain an understanding of their individual banking needs and provide those services as determined
* Establish new deposit accounts according to Retail Services Handbook guidelines
* Guide and educate customers in setting up and maintaining all electronic banking services including online, mobile, and text banking
* Track new and closed accounts monthly and report findings to Banking Center Manager
* Review the deposit account tickler and correct outstanding items
* Process account maintenance as requested by customers following established procedures as outlined in the Retail Services Handbook
* Complete new account customer engagement reviews and phone calls
* Develop relationships with CSB business partners including lenders, cash management, trust & brokerage officers
* Contact customers, businesses, and community and civic organizations to promote goodwill and generate new business
* In the absence of a CSR or Lead CSR, operate the teller line within CSB established guidelines for providing excellent customer service and maintaining a productive work space
* Complete customer transactions as outlined in the Retail Services Handbook while adhering to Bank-wide Policies and Procedures
* Maintain cash drawer within acceptable limits as outlined in Bank-wide Policies and Procedures
* Balance cash drawer at end of every banking day
* Assist customers in accessing safe deposit boxes
* Provide customer referrals to bank personnel as appropriate
* Scan proof work to Deposit Operations throughout each day
* Perform end of day duties as needed, such as utilities and cash advance item reconciliation
* Assist Banking Center Manager in the achievement of banking center goals
* Support Banking Center Manager in developing growth strategies
* Analyze monthly deposit account results and work with staff to achieve banking center goals
* Assist with the planning and execution of regularly scheduled staff meetings
* Assist in opening and closing the Banking Center
* Decision NSF accounts during an absence of the Banking Center Manager
* Process lending activity within the banking center
* Accept applications
* Examine, process and decision loans within specified limits
Education and/or Experience: High school diploma or general education degree (GED); or one or more years related experience and/or training; or equivalent combination of education and experience.
Summary of Employee Benefits:
* Competitive base wage
* Incentive compensation and profit sharing
* Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance - (plan and/or benefits eligibility requirements apply)
* Paid time off for vacation, illness, bereavement, and jury duty
* 401(k) with an employer match and on-site advisers
* Employee Assistant Program (EAP) with free access to mental health resources
* Comprehensive wellness program with financial incentives to promote a healthy lifestyle
* Training and professional development opportunities to help you reach your long-term goals
* Paid holidays available immediately upon hire
* Volunteerism opportunities to give back to our local communities
The Commercial & Savings Bank is an Equal Opportunity Employer.
Personal Banker - North Canton Banking Center
North Canton, OH
The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, with 17 locations across Holmes, Medina, Stark, Tuscarawas, and Wayne counties. CSB is recognized as a top employer in our region as an eight-year winner of the NorthCoast 99 award (********************** which recognizes the 99 best employers for top talent in Northeast Ohio.This full-time position is located on-site at our North Canton Banking Center. In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below.
Summary: This individual provides exceptional service to our customers and prospects, opens new accounts, processes loan activity, grows customer portfolios and strengthens community relations with the Banking Center. Essential Functions: Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Serve our customers in a professional and caring manner
Adhere to CSB Customer Service & Retail Ready! Standards
Follow CSB professional standards of dress and conduct
Build rapport with customers by asking quality questions to help meet their needs
Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality.
Project a positive image of CSB
Promote CSB by participating in community activities
Represent CSB through professional and courteous conduct
Execute service & sales initiatives to support growth in customer portfolios
Utilize relationship banking principles during customer interaction
Understand and have the ability to explain the features and benefits of all banking products and services
Engage customers and prospects to gain an understanding of their individual banking needs and provide those services as determined
Establish new deposit accounts according to Retail Services Handbook guidelines
Guide and educate customers in setting up and maintaining all electronic banking services including online, mobile, and text banking
Track new and closed accounts monthly and report findings to Banking Center Manager
Review the deposit account tickler and correct outstanding items
Process account maintenance as requested by customers following established procedures as outlined in the Retail Services Handbook
Complete new account customer engagement reviews and phone calls
Develop relationships with CSB business partners including lenders, cash management, trust & brokerage officers
Contact customers, businesses, and community and civic organizations to promote goodwill and generate new business
In the absence of a CSR or Lead CSR, operate the teller line within CSB established guidelines for providing excellent customer service and maintaining a productive work space
Complete customer transactions as outlined in the Retail Services Handbook while adhering to Bank-wide Policies and Procedures
Maintain cash drawer within acceptable limits as outlined in Bank-wide Policies and Procedures
Balance cash drawer at end of every banking day
Assist customers in accessing safe deposit boxes
Provide customer referrals to bank personnel as appropriate
Scan proof work to Deposit Operations throughout each day
Perform end of day duties as needed, such as utilities and cash advance item reconciliation
Assist Banking Center Manager in the achievement of banking center goals
Support Banking Center Manager in developing growth strategies
Analyze monthly deposit account results and work with staff to achieve banking center goals
Assist with the planning and execution of regularly scheduled staff meetings
Assist in opening and closing the Banking Center
Decision NSF accounts during an absence of the Banking Center Manager
Process lending activity within the banking center
Accept applications
Examine, process and decision loans within specified limits
Education and/or Experience: High school diploma or general education degree (GED); or one or more years related experience and/or training; or equivalent combination of education and experience.
Summary of Employee Benefits:
Competitive base wage
Incentive compensation and profit sharing
Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance - (plan and/or benefits eligibility requirements apply)
Paid time off for vacation, illness, bereavement, and jury duty
401(k) with an employer match and on-site advisers
Employee Assistant Program (EAP) with free access to mental health resources
Comprehensive wellness program with financial incentives to promote a healthy lifestyle
Training and professional development opportunities to help you reach your long-term goals
Paid holidays available immediately upon hire
Volunteerism opportunities to give back to our local communities
The Commercial & Savings Bank is an Equal Opportunity Employer.
Auto-ApplyPersonal Banker Supervisor, Painesville (Bilingual Spanish Required)
Cleveland, OH
The Personal Banker Supervisor plays a key role in delivering exceptional customer service and strengthening customer relationships. This position involves engaging in meaningful interactions 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 a comprehensive retail training program that develops consultative sales skills, the Personal Banker Supervisor receives leadership training focused on branch operations. This includes essential procedures for opening and closing the branch, as well as strategies for making informed business decisions that prioritize customer satisfaction and operational efficiency.
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.
• Leadership, supervision, or mentorship experiences 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 functions based upon the needs of the branch. Maintain an acceptable balancing record while processing transactions in an accurate and efficient manner.
• Multitasking skills to quickly shift from transaction to transaction.
• 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.
Schedule Information
Monday-Thursday: 8:30am - 5:30pm
Friday: 8:30am-6:30pm
Saturday: 8:30 am - 1:30 pm
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, tuition reimbursement, and gym membership reimbursement.
Part-time employees qualify for 401(k) with immediate vesting, tuition reimbursement, and gym reimbursement.
For more information, please visit ************************************************
OH-Financial Services Sales Representative (1099)
Cincinnati, OH
Financial Services Sales Representative (1099) Cincinnati, OH
Part-Time or Full-Time | Flexible Schedule | Unlimited Earning Potential!!!
Take control of your career and income while helping families achieve financial freedom. Cameron Howell & Associates-Primerica Financial Services is seeking motivated individuals ready for a career change or supplemental income. This role is perfect for teachers, nurses, retail professionals, or anyone looking to start fresh with a flexible, entrepreneurial opportunity.
What Youll Do
Connect with individuals and families to provide financial solutions
Provide education on life insurance, investments, and retirement planning
Grow your business through referrals, networking, and community engagement
Participate in training and mentorship programs to earn professional licenses
What We Offer
Flexible schedule with part-time or full-time options
Unlimited income potential based on performance
Comprehensive training and licensing support
Career advancement opportunities within a nationwide organization
Supportive team environment focused on growth and impact
Who You Are
Self-motivated and entrepreneurial
Passionate about helping others and building relationships
No prior financial experience required
Start building your business, impacting lives, and achieving financial freedom with Cameron Howell & Associates-Primerica Financial Services.
Personal Banker - Lima East
Lima, OH
Job Details Lima East - Lima, OH Full TimeDescription
We want U to be part of our team!
Join a Community That Cares - Grow Your Career at The Union Bank Company!
Benefits offered:
Medical, Dental, Vision Insurance
Employee Stock Ownership Plan (w/ company match)
Paid Time Off (in addition to 10 paid holidays, 1 floating holiday, & birthday)
Tuition Reimbursement
And more!
We are currently searching for a Personal Banker!
Under the direction of the Branch Manager, the Personal Banker supports the company's core values and focuses on providing an exceptional client experience. The Personal Banker originates consumer loans and is responsible for new deposit account sales and customer service. Promotes the financial institution and its lending services and deposit services. Responsible for new loan and deposit account generation, referrals and cross-selling all bank products and services. Participates in and promoting of the financial institution's community activities.
Responsibilities
New Business Development and Lending:
Must be a “sales champion” for the deposit and retail loan products of the bank. Must be motivated to work with customers to deepen existing relationships and generate new business.
Responsible for generating new loan volume for the bank. This will include soliciting new business relationships and deepening relationships with existing customers as well as informing prospective loan clients of the financial institution's underwriting guidelines and applicable government regulations.
Responsible for generating new deposit and fee income volume for the bank. This will include soliciting new business relationships and deepening relationships with existing customers. This includes, but is not limited to, checking, savings, certificate of deposit, safe deposit boxes and other deposit products and deposit related products.
Responsible for cross-selling and referring other bank products and services. This includes, but is not limited to, Wealth Management, Treasury Management, Merchant Services, Commercial, and Private Banking.
Recommends the best bank products, including checking accounts, to customers by using the Service Excellence Process and asking for the business.
Cross-sells additional products and services including, but not limited to, savings, CDs, digital and mobile banking, debit cards, credit cards, etc.
Actively participates in local business and community activities and maintains close contact with both retail and commercial, customers and prospects.
Proactively schedules appointments each week and manages pipeline to ensure consistent growth each month. This includes calling clients to meet and review their needs and cross-sell additional services.
Must work with the Branch Manager on various promotions. This includes establishing and achieving goals that may be set.
Works to ensure there are no loan or deposit exceptions and clears exceptions timely. Ensures all regulatory requirements such as CIP, EFunds, etc. are complete and accurate.
Processes loan requests based on financial institution policies and on types of loans offered by the institution. Recommends best loan for that customer and ensures customer understands the terms of loan. Communicates complex approvals or denials to the borrower.
Operations:
Keep abreast of changes in products, policies, and procedures, and attend training as needed.
Performs other duties as assigned.
Customer Service:
Assists customers with resolution of account problems and issues.
Provides customer information and support.
Helps customers with their financial needs.
Qualifications
High School diploma or GED required.
Prefer an associate degree or higher in related field.
Prefer 3-5 years' experience in related position in a financial institution
**It is encouraged that all applicants attach a resume when applying.
The Union Bank Company is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities which includes reasonable accommodation of otherwise qualified disabled applicants and employees. Please see Human Resources should you have any questions about this policy or these job duties.
Premier Client Banker- PNC Wealth Management
Strongsville, OH
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Premier Client Banker within PNC's Wealth Management organization, you will be based in Strongsville, OH.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households.
+ Develops and maintains internal partnerships to drive new revenue, acquisition and growth. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience in all elements of the relationship, from acquisition through onboarding and servicing. Maintains proactive, timely, accurate and complete sales/client relationship management administration tasks as determined by the business.Ensures execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Serves as the quarterback for all ecosystem partners, bringing in experts based on needs identified, and ensuring an exceptional experience in every interaction.Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs.
+ Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience.
+ Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Develop ecosystem leadership inside and outside of the branch as a Center of Influence (COI). Own the client relationship and holds team accountable for deliverables. Owns client penetration goals with Eco-system partners.Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor.
+ Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals.Differentiates client experience through advanced relationship building and conversation skills. Has advanced and progressive knowledge of business segment capabilities and offerings.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Competencies**
Banking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Products and Services, Relationship Management, Selling.
**Work Experience**
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
FINRA Series 7, 66 (or 63 & 65) required. Life and Health Insurance required.Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
**Pay Transparency**
Base Salary: $55,000.00 - $98,000.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education.
**Application Window**
Generally, this opening is expected to be posted for two business days from 11/17/2025, although it may be longer with business discretion.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Patient Financial Services Representative
Cincinnati, OH
is not eligible for remote work.
Job purpose Serves as a vital link between patients and the financial resources they need to access care. Guide individuals through the Medicaid and public benefits enrollment process, ensuring they understand their coverage options and receive the support necessary to begin or continue treatment.
Supports the IM/Billing department in job duties necessary to meet organizational financial health needs.
Duties and responsibilities Patient Engagement & Education
Act as the primary point of contact for patients seeking information about insurance benefits, financial assistance, and billing inquiries.
Provide personalized education on insurance coverage, including deductibles, copayments, co-insurance, and out-of-pocket costs, with a specialized focus on behavioral health services.
Communicate financial information in a clear, empathetic, and culturally sensitive manner to support patient understanding and decision-making.
Eligibility & Enrollment Support
Conduct thorough eligibility screenings for Medicaid and other public assistance programs.
Assist patients in completing applications, gathering required documentation, and navigating enrollment processes.
Monitor application status, proactively follow up on missing or incomplete information, and resolve discrepancies to ensure timely and successful enrollment.
Data Management & Compliance
Accurately collect, verify, and enter patient demographic, insurance, and financial data into electronic health records (EHR) and enrollment systems.
Maintain organized and up-to-date records in compliance with HIPAA and all applicable confidentiality regulations.
Prepare and deliver patient statements, ensuring accuracy and clarity in billing communications.
Interdepartmental Collaboration
Work closely with clinical, administrative, and billing teams to ensure seamless access to care and continuity of services.
Support coordination of care by facilitating timely financial clearance and resolving insurance-related barriers.
Assist the Billing Department as needed
Job duties may be increased, decreased, or combined as the needs of the agency dictate
Qualifications
High school diploma or equivalent required; associate or bachelor's degree in healthcare administration, social work, or related field preferred
Minimum 1-2 years of experience with Medicaid enrollment, Medicare, commercial/private programs
Experience in a behavioral health or healthcare setting strongly preferred
Strong interpersonal and communication skills with a trauma-informed, patient- centered approach
Proficiency in EHR and Microsoft Office Suite
Knowledge of insurance terminology and healthcare benefits
Ability to manage multiple tasks with attention to detail and accuracy
Detail-oriented with strong organizational abilities
Competencies Patient Communication & Education
Ability to explain complex financial and insurance concepts clearly and empathetically.
Cultural sensitivity and trauma-informed communication.
Strong interpersonal skills to build trust and rapport with patients.
Medicaid & Public Benefits Expertise
Knowledge of Medicaid, Medicare, and commercial/private insurance programs.
Experience conducting eligibility screenings and assisting with enrollment processes.
Ability to troubleshoot application issues and follow up proactively.
Data Accuracy & Compliance
Attention to detail in collecting and verifying patient data.
Deep understanding of HIPAA and 42 CFR Part 2 confidentiality regulations.
Competence in managing EHR and billing systems.
Collaboration & Teamwork
Ability to work effectively across departments (clinical, billing, administrative).
Skill in coordinating financial clearance to support continuity of care.
Problem-solving to resolve insurance-related barriers.
Technical Proficiency
Proficiency in EHR systems and Microsoft Office Suite.
Ability to manage digital documentation and patient records efficiently.
Behavioral Health Awareness
Understanding of behavioral health services and related financial considerations.
Experience in behavioral health settings is preferred.
40 hours a week
Auto-ApplyVirtual Banker III - Plano TX, Columbus OH, Tempe AZ
Columbus, OH
JobID: 210686991 JobSchedule: Full time JobShift: : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Virtual Banker III within Consumer Banking, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will act as the main point of contact for a select group of Chase's clients, managing a diverse portfolio of client banking relationships. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all.
Job Responsibilities
* Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations based on financial needs.
* Guide and set up self-service options like the Chase Mobile App, Chase.com, and ATMs to enhance customers' banking experience.
* Partner with One Chase Partners to connect customers to experts for specialized financial needs.
* Demonstrate excellent communication skills, including written, phone, and video, to engage customers, tailor product features, and resolve issues promptly.
* Influence, educate, and connect customers to technology, delivering solutions that integrate One Chase products effectively.
* Adhere to policies, procedures, and regulatory requirements, operating within risk parameters and meeting compliance obligations.
* Achieve or exceed performance metrics related to client engagement and referrals, showing initiative in preventing problems.
* Foster a welcoming atmosphere, delivering attentive service, and cultivating relationships with affluent clients by tailoring features and benefits.
* Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank.
* Cultivate relationships with affluent clients, tailoring features and benefits of products and services to customers with differing needs.
Required Qualifications, Capabilities, and Skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
* 2+ years of Branch Banking or equivalent experience in financial services with success in new client acquisition and revenue generation.
* Demonstrated client-first attitude with the ability to create a hospitable and friendly experience.
* Strong relationship-building skills, showing genuine care and concern during client interactions.
* Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email.
* Proficiency in quickly and accurately learning products, services, and procedures.
* Ability to work collaboratively as a team to deliver seamless service with care and sincerity.
* Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently.
* Proven client service experience or comparable experience.
* High school diploma, GED, or equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Experience adhering to banking policies, procedures, and regulatory requirements.
* Experienced in retail banking, financial services, or a consultative customer relationship role in related industries, such as hospitality service industries, with a proven track record of success in deepening client relationships and delivering results, including experience in cultivating relationships with affluent clients.
* College degree or military equivalent.
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan
Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Auto-ApplyWealth Banker - PNC Investments
Cincinnati, OH
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Wealth Banker within PNC's Investments organization, you will be based in the Greater Cincinnati Market.Job Description
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients, with focus typically on a more complex, sophisticated client base. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households.
Develops and maintains internal and external partnerships to drive new revenue, acquisition and growth. Owns communication and contact with existing clients to ensure expansion opportunities are captured. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience from acquisition through onboarding and servicing. Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Generates quality referrals for ecosystem partners. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs.
Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience.
Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Own the client relationship and holds team accountable for deliverables. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor.
Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiates client experience through advanced conversation skills. Has in depth knowledge of business segment capabilities and offerings.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
CompetenciesBanking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Influencing, Managing Multiple Priorities, Products and Services, Relationship Management, Selling.Work ExperienceRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesFINRA Series 7 and 66 (or 63,65) required. Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Life & Health Insurance licenses required.Pay TransparencyBase Salary: $55,000.00 - $98,000.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education.Application WindowGenerally, this opening is expected to be posted for two business days from 08/07/2025, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Auto-Apply