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Associate jobs at FCBank

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  • FCBank, Universal Associate, Full-Time

    Fcbank 3.9company rating

    Associate job at FCBank

    Full-time Description Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client's needs. Universal Associates follow our bank philosophy: See It, Own It, Solve It and Find a Way to Say Yes. PROVIDE ENHANCED CLIENT SERVICE Enthusiastically greet our clients and engage in conversation. Move throughout the lobby to interact with clients and serve them. Be a standout colleague and chief educator who has engaging conversations with clients to uncover opportunities for product and service recommendations. Grow new business and drive referrals to branch colleagues and product specialists to support broader financial needs of clients. Deliver the WOW experience to our clients by promising to do everything in our power to provide an unforgettable banking experience with every interaction. Focus on mastering all Universal Associate responsibilities and quickly resolve problems with the utmost integrity and confidentiality. FOSTER OUR CULTURE Possess and display a positive approach in managing change, while demonstrating excellent communication skills through effective conversations and collaboration. Be the source of outstanding client and employee experiences. Seek opportunities to support volunteerism in the local community's awareness events, increase the bank's outreach, and develop new business. PROMOTE DIGITAL AWARENESS Explore and educate clients on alternative digital channels of delivery, products, and services. Accept and demonstrate advancements in banking technology and internal applications. FOCUS ON ACCURACY AND ATTENTION TO DETAIL Perform accurate transactions, maintenance for clients, account opening and consumer lending at a high level. Enforce to associate policies, procedures, and client service standards. Specific daily job tasks and expectations are further defined within our Universal Associate and Associate Manuals. SEEK PROFESSIONAL DEVELOPMENT OPPORTUNITIES Take advantage of progressing from opening accounts to consumer, home equity loans/lines, and mortgage lending through four levels of universal associate training and beyond. Training Tracks are crafted to help understand how this job affects other areas of the bank, provide tools to have effective conversations, and be successful in this new role. Annual, job-specific training opportunities are assigned and/or available for timely completion. Some travel may be required. Requirements QUALIFICATIONS, EDUCATION, AND EXPERIENCE To perform this job successfully, we ask an individual to perform each essential job requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. If required an obtainment of a Unique Identifier from the Nationwide Mortgage Licensing System (NMLS). A background check will be conducted. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. LANGUAGE SKILLS Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and optimally. TECHNOLOGY SKILLS Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines and any other computer programs pertinent to performing job duties. MATHEMATICAL SKILLS Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. REASONING ABILITY Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve exciting problems involving several variables in a standardized situation. PHYSICAL DEMANDS AND WORK ENVIRONMENT The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position operates in a professional office environment with considerable time standing while using office equipment such as computers, phones, and printers. The ability to lift or move 25lbs on occasion is required. Noise level is moderate with constant communication and interactions with others. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite. BENEFITS Medical, Dental, Vision & Life Insurance 401K with company match and profit-sharing program Paid Time Off & Recognized Holidays Leave policies Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet) Employee Assistance Program Employee Health & Wellness Program Special Loan and Deposit Rates Gradifi Student Loan Paydown Plan Rewards & Recognition Programs and much more! Eligibility requirements apply. FC Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion ****************************************************************************************************************
    $37k-82k yearly est. 60d+ ago
  • Deposit Operations Associate

    Union Savings Bank 3.5company rating

    Cincinnati, OH jobs

    Since founded in 1904, Union Savings Bank has been serving the local community by promoting responsible home ownership through prudent lending. We are headquartered in Cincinnati, Ohio, where we began, and currently operate 38 full-service branches and lending offices in Ohio, Indiana, Kentucky, and Pennsylvania. Union Savings Bank is an Equal Opportunity Employer. Purpose of the role Union Savings Bank is seeking a reliable and motivated Deposit Operations Associate to support essential functions within the Accounting & Finance team. This role is ideal for individuals who bring a strong attention to detail, a team-first attitude, and a desire to grow their career in banking operations. The Deposit Operations Associate plays a vital role in wire processing, deposit account support, internal service, and cross-functional coordination. Essential Duties and Responsibilities Wires Manage daily wire initiations, including branch, escrow, construction, liquidity, and internal transfers Review outgoing wires for completeness and accuracy before submission Collaborate with internal stakeholders to ensure timely processing and documentation Maintain records and reconcile daily wire activity within the general ledger Operational Support Process customer address changes and manage return mail workflows Maintain accurate deposit records and follow up directly with customers when needed Assist with journal entry reviews and support the monthly and year-end close process Customer Service Assist the deposit operations phone team by fielding inquiries related to online banking or account maintenance Respond promptly and professionally to both internal and external requests Help ensure every customer interaction is handled with accuracy, clarity, and respect Team Engagement Contribute to a culture of shared accountability and mutual support within the team Remain open to coaching, process updates, and continuous improvement Take initiative in managing time, completing tasks, and solving problems Collaborate cross-functionally to streamline workflows and enhance service delivery Values Foster and model the values of the Bank in all activities, with a high value placed on building relationships, engagement and collaboration, with internal stakeholders as well as those in the communities served. Education and Experience High school diploma required Prior experience in banking operations, accounting, or administrative processing a plus Job competencies Responsibility & Follow-Through: Takes ownership of assigned tasks and ensures accuracy and timeliness Detail-Oriented: Understands the importance of precision in banking processes, documentation, and recordkeeping Service-Minded: Focuses on being helpful, responsive, and clear in all interactions Collaborative: Works well with teammates and communicates effectively across functions Adaptable: Embraces change and is willing to improve processes and learn new systems Accountable: Owns outcomes and handles mistakes constructively and professionally Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required for this position. Duties, responsibilities and activities may change at any time; with or without notice. Union Savings Bank is an Equal Employment Opportunity and Affirmative Action Employer and will make all employment-related decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
    $43k-78k yearly est. 2d ago
  • Loan Origination Associate I

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210688163 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $68,400.00-$109,000.00 Join a dynamic team driving impactful change in equipment finance operations. Be part of a group that values innovation and collaboration. Apply today to help shape the future of our business! Job Summary As an Equipment Finance Loan Origination Analyst in Equipment Finance Onboarding, you guide and support a production team to deliver an exceptional customer experience. You partner with leadership to implement transformation initiatives and serve as an escalation point for contract data setup and booking processes. You reinforce priorities that support the Equipment Finance strategic plan and adapt responsibilities as business needs evolve. Job Responsibilities * Serve as point of contact for segments and roles served, managing pipeline priorities * Address transaction processing escalations and participate in deal team meetings * Resolve quality control escalations and partner with the quality control team to recalibrate onboarding processes * Foster partnerships across onboarding sites, operations, sales, bankers, legal, asset team, structuring, and underwriting officers to manage workflow and SLA adherence * Promote a culture of continuous improvement, encouraging new ideas and empowering the team * Develop, draft, and maintain job aides throughout onboarding transformation * Identify and implement training opportunities based on data quality and accuracy, guiding according to policies and procedures Required Qualifications, Capabilities, and Skills * 4 years of experience in equipment finance, loan origination, or related operations * Demonstrated ability to lead and guide teams in a fast-paced environment * Strong communication and partnership skills across multiple business functions * Experience resolving escalations and managing priorities * Proven ability to drive process improvements and transformation initiatives * Proficiency in workflow management and adherence to service level agreements * Ability to develop training materials and job aides * Attention to detail and commitment to data quality * Flexibility to adapt responsibilities as business needs change * Experience working with cross-functional teams * Willingness to become a subject matter expert in equipment finance products Preferred Qualifications, Capabilities, and Skills * Experience with syndicated and bilateral leases and loans * Background in commercial or private banking operations * Knowledge of asset types such as aircraft, marine, and rail * Experience with global operations teams * Familiarity with structuring and underwriting processes * Advanced problem-solving and analytical skills * Experience implementing transformation initiatives in financial services
    $68.4k-109k yearly Auto-Apply 10d ago
  • Strategic Analytics - Associate

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    As a Strategic Analytics - Associate in Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. The Strategic Analytics - Associate will support the Risk team for the Auto Finance portfolio by conducting data-driven analyses, developing actionable insights, and collaborating with cross-functional partners to optimize loss assessments. This role offers the opportunity to work in a dynamic environment, present findings to senior management, and contribute to key business initiatives across Chase Auto. Job responsibilities: + Complete analytical tasks independently and as part of a team, including problem identification, objective setting, data discovery, analysis of large datasets, and synthesis of findings into actionable recommendations and presentations. + Partner with the Acquisition Risk Criteria team to analyze the relationship between credit performance and policy, supporting the optimization of acquisition strategies. + Build strong relationships with Business Operations, Finance, Product/Pricing, Collections, and IT teams to implement loss assessment changes. + Maintain and update industry and competitor insights to assess portfolio positioning and identify opportunities for optimization. + Support senior management with ad hoc requests, such as preparing talking points for investor meetings and presentations. + Serve as a subject matter expert on credit losses for business initiatives across Chase Auto. Required qualifications, capabilities, and skills: + BA/BS in Finance, Economics, Statistics, or a related field; 2+ years of relevant experience. + Strong quantitative and analytical problem-solving skills. + Experience with statistical analysis and data mining using SAS, SQL, or Python. + Effective written and verbal communication skills, with the ability to present analysis and results. + Ability to understand complex concepts and clearly articulate recommendations in a fast-paced environment. + Demonstrated work ethic and intellectual curiosity. + Proactive and results-driven. + Willingness to ask challenging questions and challenge the status quo. + Confident presence; comfortable interacting with and presenting to all levels of management. + Proficiency in Microsoft Office applications. Preferred qualifications, capabilities, and skills: + Professional designation or advanced degree preferred. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $65k-97k yearly est. 15d ago
  • Quantitative Analytics Associate- Remediations & Corrections

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210691366 JobSchedule: Full time JobShift: : Ready to transform data into impactful insights? Join us as a Quantitative Analytics Associate and make your mark with our dynamic team! Dive into data analysis, support diverse Lines of Businesses such as Auto Finance and Business Banking and drive strategic decision while advancing your career. With highly supportive leadership and programs to foster growth and career mobility, your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential. As a Quantitative Analytics Associate- Remediations & Corrections in Regulatory Operations, you will be crucial in identifying, classifying, and resolving customer impacts stemming from business process or operational disruptions at JPMorganChase. You will address affected customers by recalculating and crediting finance charges, fees, and processing account adjustments to rectify account issues and to succeed, you must be highly motivated, analytical, detail-oriented, and an outstanding problem solver who takes pride in managing customer issues comprehensively and delivering exceptional service. Job responsibilities * Collaborate with key stakeholders across the firm to understand case contexts and translate high-level requirements into detailed analytic steps. * Query databases and manipulate data to identify correction populations, analyze financials, and create execution files using account, customer, and transaction-level data. * Ensure accuracy in analytics by maintaining attention to detail and supporting the independent validation team with case requirements and code review. * Automate repetitive analytics steps across cases using SAS macros and other relevant tools. * Develop and apply analytics skills to deliver best-in-class solutions for customer issue treatment. Required qualifications, capabilities, and skills * Bachelor's degree in a quantitative discipline (Mathematics, Statistics, Physics, Engineering, Economics, Finance or related fields) * Strong analytical and problem-solving skills with demonstrated ability to manage complex customer issues. * Proficiency in data analysis tools and techniques (e.g., SAS, SQL, Python, R). * Excellent attention to detail and commitment to accuracy. * Ability to communicate complex findings clearly to both technical and non-technical stakeholders. * Experience working in a fast-paced, deadline-driven environment with ability to work collaboratively across multiple teams and lines of business. * High level of motivation and initiative with strong organizational and time management skills, and commitment to delivering exceptional customer service.
    $65k-97k yearly est. Auto-Apply 3d ago
  • Strategic Analytics - Associate

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210687961 JobSchedule: Full time JobShift: : As a Strategic Analytics - Associate in Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. The Strategic Analytics - Associate will support the Risk team for the Auto Finance portfolio by conducting data-driven analyses, developing actionable insights, and collaborating with cross-functional partners to optimize loss assessments. This role offers the opportunity to work in a dynamic environment, present findings to senior management, and contribute to key business initiatives across Chase Auto. Job responsibilities: * Complete analytical tasks independently and as part of a team, including problem identification, objective setting, data discovery, analysis of large datasets, and synthesis of findings into actionable recommendations and presentations. * Partner with the Acquisition Risk Criteria team to analyze the relationship between credit performance and policy, supporting the optimization of acquisition strategies. * Build strong relationships with Business Operations, Finance, Product/Pricing, Collections, and IT teams to implement loss assessment changes. * Maintain and update industry and competitor insights to assess portfolio positioning and identify opportunities for optimization. * Support senior management with ad hoc requests, such as preparing talking points for investor meetings and presentations. * Serve as a subject matter expert on credit losses for business initiatives across Chase Auto. Required qualifications, capabilities, and skills: * BA/BS in Finance, Economics, Statistics, or a related field; 2+ years of relevant experience. * Strong quantitative and analytical problem-solving skills. * Experience with statistical analysis and data mining using SAS, SQL, or Python. * Effective written and verbal communication skills, with the ability to present analysis and results. * Ability to understand complex concepts and clearly articulate recommendations in a fast-paced environment. * Demonstrated work ethic and intellectual curiosity. * Proactive and results-driven. * Willingness to ask challenging questions and challenge the status quo. * Confident presence; comfortable interacting with and presenting to all levels of management. * Proficiency in Microsoft Office applications. Preferred qualifications, capabilities, and skills: * Professional designation or advanced degree preferred.
    $65k-97k yearly est. Auto-Apply 16d ago
  • Strategic Analytics - Associate

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    As a Strategic Analytics - Associate in Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. The Strategic Analytics - Associate will support the Risk team for the Auto Finance portfolio by conducting data-driven analyses, developing actionable insights, and collaborating with cross-functional partners to optimize loss assessments. This role offers the opportunity to work in a dynamic environment, present findings to senior management, and contribute to key business initiatives across Chase Auto. Job responsibilities: Complete analytical tasks independently and as part of a team, including problem identification, objective setting, data discovery, analysis of large datasets, and synthesis of findings into actionable recommendations and presentations. Partner with the Acquisition Risk Criteria team to analyze the relationship between credit performance and policy, supporting the optimization of acquisition strategies. Build strong relationships with Business Operations, Finance, Product/Pricing, Collections, and IT teams to implement loss assessment changes. Maintain and update industry and competitor insights to assess portfolio positioning and identify opportunities for optimization. Support senior management with ad hoc requests, such as preparing talking points for investor meetings and presentations. Serve as a subject matter expert on credit losses for business initiatives across Chase Auto. Required qualifications, capabilities, and skills: BA/BS in Finance, Economics, Statistics, or a related field; 2+ years of relevant experience. Strong quantitative and analytical problem-solving skills. Experience with statistical analysis and data mining using SAS, SQL, or Python. Effective written and verbal communication skills, with the ability to present analysis and results. Ability to understand complex concepts and clearly articulate recommendations in a fast-paced environment. Demonstrated work ethic and intellectual curiosity. Proactive and results-driven. Willingness to ask challenging questions and challenge the status quo. Confident presence; comfortable interacting with and presenting to all levels of management. Proficiency in Microsoft Office applications. Preferred qualifications, capabilities, and skills: Professional designation or advanced degree preferred.
    $65k-97k yearly est. Auto-Apply 16d ago
  • Associate - Modeling Analytics

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210686953 JobSchedule: Full time JobShift: Day : Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As a Senior Associate - Modeling Analytics, in the Credit Card Loss Forecasting within the Consumer & Business Banking (CCB) Risk Management group, you will be responsible for leading credit forecasting for the $220B credit card portfolio. This role requires strong data analytical knowledge and skills to generate short- and long-term loss forecasts and perform attribution analysis. The role encompasses all aspects of loss forecasting, including CCAR, CECL, Budgets, and Risk Appetite. This is an exciting opportunity to work on high-impact strategy initiatives as they become the key focus of the firm and across the financial services industry. You will excel at creative thinking and problem-solving, be self-motivated, confident, and ready to work in a fast-paced, energetic environment. Job Responsibilities * Support analytical tools for risk assessment and stress credit evaluations to support annual stress testing, the Risk Appetite framework, and strategy integrations * Participate in cross-functional communications with Risk Management, Finance, Marketing, and Collections to inform the forecast and incorporate strategic initiatives * Partner with the Risk Modeling team to ensure the model functions as desired and provide regular inputs for improvement * Create and present forecasts to senior management with a clear storyline and data support * Enhance consistency and efficiency across existing processes and reporting to meet the changing needs of the business * Be a self-motivated individual with the ability to work on multiple projects with limited guidance * Spearhead best-in-class documentation and operational risk and audit controls surrounding loss forecasting and LLR Required qualifications, capabilities, and skills * Master's/Bachelor's degree in a quantitative discipline (Finance/Statistics/Economics/Mathematics/Engineering) from an accredited college/university required. * Minimum 1 year of experience in Credit Risk Management, Statistical Modeling, Marketing Analytics, and/or Consulting. * Minimum 3 years of related analytical experience. * Strong knowledge of Python, SAS, SQL, and MS Office required. * Strong analytical, interpretive, and problem-solving skills with the ability to interpret large data sets and their impact in both operational and financial areas. * Excellent oral and written communication and presentation skills. Preferred qualifications, capabilities, and skills * Advanced degree is preferred. * Strong P&L knowledge and understanding of drivers of profitability. * Knowledge of CCAR (Stress Testing) and CECL process
    $93k-114k yearly est. Auto-Apply 16d ago
  • Workplace Planning Associate - Covington, KY

    Fidelity Investments 4.6company rating

    Leesburg, OH jobs

    Job Description:Is it time to make new investments into your career? Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards. We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants' minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. What to expect… As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice. You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services. You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs. As you gain relationship building and industry expertise, you'll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs. You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment. You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance - and to get the results you are striving toward. You are celebrated. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path. You can explore. You'll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career. The Skills You Bring Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads Knowledge or experience in sales or the consultative relationship process Demonstrate accountability and a goal-oriented mindset Natural and demonstrated success in asking deeper questions to fully understand the client's situation Ability and flexibility to work in a “hybrid” work setting, both at home and in office Comfortable with technology and ability to navigate multiple systems simultaneously Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire The Value You Deliver Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations Set up targeted appointments while identifying opportunities to address participant needs related to products and services Our Investments in You Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab) Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab) Required Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66 Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
    $54k-75k yearly est. 3d ago
  • Associate - Medina Group of Thrivent

    Thrivent 4.4company rating

    Washingtonville, OH jobs

    The Medina Group is an independent financial services practice of Thrivent Financial for Lutherans. We take a broad-based approach to helping our members/customers achieve multiple financial goals. The Medina Group advisors help our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy. Thrivent is a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the member activities we support, and the resources we provide to the Lutheran community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial for Lutherans. Position summary: This position provides licensed financial and non-financial support to The sponsoring financial advisor and will serve as a resource to Thrivent Financial for Lutherans Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, health, and annuities products and together with the financial Advisors (products offered and advice given depends on level of licensure), serve the financial and non-financial needs of Thrivent members, customers, and their families. Responsibilities may include working with a financial representative to develop and implement business and marketing plans to acquire, cultivate, and retain members, prospecting and marketing, case and proposal preparation, referral generation, and building a sense of “community” with and among members and prospects. The Associate reports to and is employed/contracted by the financial representative. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent Financial for Lutherans is the sponsor for insurance licensure. Position Roles/Responsibilities/Accountabilities Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction Facilitate and/or co-present product specific seminars and/or workshops as necessary Identify criteria for fund selection and track against indexes, specifically for WRAP accounts Participate in business planning for the Practice as needed Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services Open and complete product applications Conducting substantive research or information gathering that will be used with making suitable securities product recommendations or providing appropriate investment advice (e.g. conducting due diligence, etc.) Obtain member/customer financial and/or suitability information Accepting and/or entering securities trade orders from customers, including unsolicited trade orders Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts Assist financial representatives in the preparation and follow up for the member/customer meetings Collaborate with financial representatives to assist client with product changes Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings Additional responsibilities may be assigned in accordance with licensure and business needs Position Qualifications Associates can be fully licensed, securities licensed, or insurance licensed. Depending on role, the associate must be: Securities registered (series 7 & 66 or 6 & 63) or be willing to do so within 120 days of hire/contract. Appropriately insurance licensed/appointed for sale of all life/health and variable products Must be securities registered/insurance licensed/appointed in all states in which the candidate will be doing support work for the sponsoring financial advisor. Must be willing to complete appropriate state training in order to sell Long Term Care if this is determined to be a part of the position or support needs on the sponsoring financial representative. Demonstrated customer service orientation/experience, 2+ years preferred Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions Ability to maintain integrity of sensitive/confidential information Basic understanding of the sponsoring financial advisor our products and services, and Thrivent Financial Previous administrative/secretarial experience desired Competencies Planning/Organizing Analytical thinker Customer Focus Communication Interpersonal Skills Teamwork and Collaboration Adaptability/Flexibility External/Internal Dependencies Must be able to work with all roles of the sponsoring financial advisor Must be able to represent the organization in work with external clients Must be able to cultivate and maintain relationships with outside organizations Compensation $30/hour As part of the sponsoring financial advisor recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. Pay Transparency Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $30 hourly Auto-Apply 60d+ ago
  • Registered Branch Associate

    Edward Jones 4.5company rating

    Zanesville, OH jobs

    **Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. **Job Overview** **Position Schedule:** Full-Time Branch Address: 1396 Brandywine Blvd, Zanesville, OH This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants. Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team. **We'll give you training and the support you need, providing:** + Training which may include mentoring, job shadowing, coaching and branch office visits + A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources **As a salaried professional, you can also expect...** + A culture of continuous improvement and professional development + Full-time Associates receive the following benefits: + Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (*********************************************************************************************** . **You'll be competitively compensated...** + Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. + The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role. **Hiring Minimum:** $27.63 **Hiring Maximum:** $29.35 Read More About Job Overview **Skills/Requirements** **Skills:** + Ability to learn and apply legal and regulatory requirements related to selling financial solutions + Work independently with strong problem solving, critical thinking, and sound judgement + A resilient, creative and progressive mindset + Motivated to achieve results as an individual and team + Attention to detail, organization, and time management **Key responsibilities:** + Deepening relationships with existing clients + Gather information and collect suitability information to open new accounts + Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation + Execute Financial Advisor solicited buy/sell orders and confirm with clients + Answer general client questions regarding Edward Jones Stock recommendations and withdrawals + Actively business plan and work as a team to continuously evaluate and execute branch strategies + Continually develop yourself to grow personally and professionally **Can you see yourself...** + Building meaningful connections and long-lasting relationships with clients + Managing multiple projects in a dynamic and highly collaborative organization + Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate + Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes **Requirements:** + High School Diploma/Equivalent required; Bachelor's degree preferred + 3-5 years of relevant experience in securities/financial services industry preferred + Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period + FINRA registrations are required within three months. State insurance licenses are also required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC Complete required CE training to ensure license(s) are in good standing Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $66k-83k yearly est. 60d+ ago
  • Registered Branch Associate

    Edward Jones 4.5company rating

    Zanesville, OH jobs

    This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team. We'll give you training and the support you need, providing: * Training which may include mentoring, job shadowing, coaching and branch office visits * A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources Skills: * Ability to learn and apply legal and regulatory requirements related to selling financial solutions * Work independently with strong problem solving, critical thinking, and sound judgement * A resilient, creative and progressive mindset * Motivated to achieve results as an individual and team * Attention to detail, organization, and time management Key responsibilities: * Deepening relationships with existing clients * Gather information and collect suitability information to open new accounts * Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation * Execute Financial Advisor solicited buy/sell orders and confirm with clients * Answer general client questions regarding Edward Jones Stock recommendations and withdrawals * Actively business plan and work as a team to continuously evaluate and execute branch strategies * Continually develop yourself to grow personally and professionally Can you see yourself... * Building meaningful connections and long-lasting relationships with clients * Managing multiple projects in a dynamic and highly collaborative organization * Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate * Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes Requirements: * High School Diploma/Equivalent required; Bachelor's degree preferred * 3-5 years of relevant experience in securities/financial services industry preferred * Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period * FINRA registrations are required within three months. State insurance licenses are also required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC Complete required CE training to ensure license(s) are in good standing At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. As a salaried professional, you can also expect… * A culture of continuous improvement and professional development * Full-time Associates receive the following benefits: * Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated… * Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. * The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role.
    $66k-83k yearly est. 21d ago
  • Transaction Associate

    Phillips Edison & Company 4.2company rating

    Cincinnati, OH jobs

    The Transaction Associate must lead all aspects of due diligence and closing of prospective real estate acquisitions. The Transaction Associate will interact closely with the Acquisitions and Investment Management teams and have frequent interaction with many departments across the organization. This position is required to provide best practice development to maintain and continuously improve the integrity and effectiveness of the transactions team's product to the company. Essential Duties and Responsibilities: * Due Diligence activities include: Lease document review, title review, financial review, on-site property inspection, tenant interviews, market research and analysis, managing third party vendors (to include property condition and environmental assessments, ADA, survey, zoning, etc), interfacing with internal and external legal counsel, engaging internal departments to create an operating plan, compilation and communication of key findings and recommendations to the company. * Effective communications with brokers, seller's internal teams and various third parties to evaluate and resolve all issues and opportunities throughout the due diligence process. * Closing activities include compilation of the settlement statement with seller, managing internal reviews and approvals, coordinating with legal counsel and the title company on all closing checklist requirements, and continuous communication with all parties involved throughout the process to ensure a timely closing in accordance with the purchase and sale agreement. * Facilitate a smooth hand-off to the organization of the underwriting, due diligence and closing materials for each acquisition. This includes providing a detailed hand-off memo and reviewing it with the accounting and operations teams after closing. * Ability to review and understand underwriting models and property level financial statements, tenant ledgers and other accounting reports. * Lead efforts to continuously improve Transactions team processes and deliverables. * Attend or lead key meetings: Weekly Acquisitions Pipeline Review; Acquisition Introduction, Sign-off and Hand-off meetings. Education / Experience Requirements: * Bachelor's Degree in Finance, Accounting or Real Estate required, advanced degree preferred. * 3-5 years of directly applicable experience in commercial real estate required. Transactions experience with an emphasis on valuation, analysis and due diligence strongly preferred. Relevant internship experience will be considered. * MS Office experience including a high proficiency with Word and Excel required. * Must possess strong verbal and written communication skills
    $22k-30k yearly est. 23d ago
  • Compliance Associate

    Cleveland Research Company 3.4company rating

    Cleveland, OH jobs

    Job Description Compliance Associate Cleveland Research Company is an independent research firm headquartered in Cleveland, Ohio. Founded in 2006, CRC has expanded to 15 research teams across 50 key channels publishing research on over 150 companies. We pride ourselves on a disciplined research process that has us regularly engaged with the channels and companies we cover. We built the foundation of CRC in the equity research business with institutional money managers as our primary client base (mutual funds, hedge funds, pension funds). We are mainly focused on uncovering fundamental business inflection points via rigorous digging in the channel that serve as a foundation for our company and industry forecasts. Our clients find value from getting in front of key themes and trends that lead to faster and better strategic and financial decisions. Cleveland Research Company is a truly independent firm owned by its founders and employees. Our independent research provides our customers with the insights needed to gain conviction behind their business decisions. We are committed to a singular focus on providing the most accurate and reliable research product in the market. Cleveland Research Company, LLC, an equity research firm and Broker Dealer registered in Cleveland, Ohio, is seeking a qualified candidate to help promote and maintain the firm's culture of regulatory compliance. The Compliance Associate is a key resource for the firm by assisting the Chief Compliance Officer in identifying and mitigating potential conflicts and risks associated with a Broker Dealer firm. Our Compliance Department develops and maintains strong relationships across the departments to foster a culture of professional, ethical, and responsible behavior. A successful candidate will possess a high level of initiative, professionalism, attention to detail, and organizational skills. The position will have daily interaction with individuals from all departments. Responsibilities Review written research product for approval prior to being sent to clients in our Equity business as well as our Market Research business. Review of email correspondence and social media accounts, prepare weekly report to review with CCO Review of alpha account trades, prepare weekly report to review with CCO Review and approve personal trading requests and monitor exception reports Conduct vendor risk assessment reviews Conduct reviews of client account files and other required FINRA files Attend internal department training sessions and client webinars for any Compliance questions Assist with FINRA exams as applicable Assist with annual compliance reporting requirements Review FINRA notices and relevant industry news, follow up with CCO Prompt escalation of any potential issues to CCO Develop and maintain positive working relationships with internal clients, staff, and peers. Other duties as assigned to support the CCO and Compliance Team Required Qualifications Undergraduate degree is required; Business related degree is preferred Critical thinking skills and a high attention to detail Outstanding time management skills High ethical standards Able to communicate to all levels of staff effectively, both written and verbally Able to multi-task and remain organized and focused in a high-paced environment Able to work and adapt as needed to provide support to all levels of the organization Applicants must have passed at least three of the four following FINRA exams: SIE, Series 7, Series 24 and Series 16. Must be willing to obtain the fourth if not already held. Materials provided by CRC upon hire This position requires a full-time, on-site presence at our downtown Cleveland office in order to effectively work with teams. Apply at: ******************************************************************************** BENEFITS: Competitive salary, fully paid health insurance coverage, 401(k), training and development and a variety of other perks and benefits. Powered by JazzHR 5GG8VHtFAw
    $48k-98k yearly est. 21d ago
  • Compliance Associate

    Cleveland Research Company 3.4company rating

    Cleveland, OH jobs

    Compliance Associate Cleveland Research Company is an independent research firm headquartered in Cleveland, Ohio. Founded in 2006, CRC has expanded to 15 research teams across 50 key channels publishing research on over 150 companies. We pride ourselves on a disciplined research process that has us regularly engaged with the channels and companies we cover. We built the foundation of CRC in the equity research business with institutional money managers as our primary client base (mutual funds, hedge funds, pension funds). We are mainly focused on uncovering fundamental business inflection points via rigorous digging in the channel that serve as a foundation for our company and industry forecasts. Our clients find value from getting in front of key themes and trends that lead to faster and better strategic and financial decisions. Cleveland Research Company is a truly independent firm owned by its founders and employees. Our independent research provides our customers with the insights needed to gain conviction behind their business decisions. We are committed to a singular focus on providing the most accurate and reliable research product in the market. Cleveland Research Company, LLC, an equity research firm and Broker Dealer registered in Cleveland, Ohio, is seeking a qualified candidate to help promote and maintain the firm's culture of regulatory compliance. The Compliance Associate is a key resource for the firm by assisting the Chief Compliance Officer in identifying and mitigating potential conflicts and risks associated with a Broker Dealer firm. Our Compliance Department develops and maintains strong relationships across the departments to foster a culture of professional, ethical, and responsible behavior. A successful candidate will possess a high level of initiative, professionalism, attention to detail, and organizational skills. The position will have daily interaction with individuals from all departments. Responsibilities Review written research product for approval prior to being sent to clients in our Equity business as well as our Market Research business. Review of email correspondence and social media accounts, prepare weekly report to review with CCO Review of alpha account trades, prepare weekly report to review with CCO Review and approve personal trading requests and monitor exception reports Conduct vendor risk assessment reviews Conduct reviews of client account files and other required FINRA files Attend internal department training sessions and client webinars for any Compliance questions Assist with FINRA exams as applicable Assist with annual compliance reporting requirements Review FINRA notices and relevant industry news, follow up with CCO Prompt escalation of any potential issues to CCO Develop and maintain positive working relationships with internal clients, staff, and peers. Other duties as assigned to support the CCO and Compliance Team Required Qualifications Undergraduate degree is required; Business related degree is preferred Critical thinking skills and a high attention to detail Outstanding time management skills High ethical standards Able to communicate to all levels of staff effectively, both written and verbally Able to multi-task and remain organized and focused in a high-paced environment Able to work and adapt as needed to provide support to all levels of the organization Applicants must have passed at least three of the four following FINRA exams: SIE, Series 7, Series 24 and Series 16. Must be willing to obtain the fourth if not already held. Materials provided by CRC upon hire This position requires a full-time, on-site presence at our downtown Cleveland office in order to effectively work with teams. Apply at: ******************************************************************************** BENEFITS: Competitive salary, fully paid health insurance coverage, 401(k), training and development and a variety of other perks and benefits.
    $48k-98k yearly est. Auto-Apply 60d+ ago
  • Escrow Closing Associate (Hybrid - Cleveland, OH)

    Third Federal 4.5company rating

    Cleveland, OH jobs

    Third Federal is a leading lender of conventional home mortgages lending in 27 states, plus the District of Columbia, with retail branch offices in Ohio and Florida. Our mission is to help people achieve the dream of home ownership and financial security while creating value for our customers, our communities, our associates, and our stockholders. Our value system of love (concern for others), trust, respect, a commitment to excellence, and fun is at the heart of our commitment to our mission, and just as importantly, to our company culture. Through this, we help people find the loan or savings product that makes sense for them. At Third Federal, you will find strength and stability in your career. In our nearly 90-year history, we have never had layoffs, and have one of the lowest annual turnover rates at 6% (versus an industry average of nearly 19%). We have been certified as a 'Great Place to Work' multiple times in the last decade alone, and have been recognized with several additional workplace awards and recognitions. Because Third Federal associates are the foundation of our success, we take a genuine interest in each of them - from their professional development to their health and wellness. Role Summary This is a hybrid position in a team environment to close transactions for purchase, refinance, and equity products. The Escrow Closer will be responsible for gaining an in-depth knowledge of the products in the designated states. They will work directly with Retail Associates and various title companies to ensure the closing transactions meet all requirements. This position will be required to react quickly to changing deadlines and evolving requirements, while maintaining accuracy. The Escrow Closer will be responsible for proactively communicating with the title companies to ensure a timely transaction with an accurate Closing Disclosure. This position requires strong analytical and mathematical skills in order to properly balance the transactions, strong communication skills and the flexibility to deal with varied constituencies. Occasional Saturday work hours will be required. Responsibilities * Work in a team environment to review loan files, follow up on incomplete information, prepare signing packages, review/approve Closing Disclosures, and provide authorization to fund transactions * Communicate with Retail Associates and title companies to ensure a timely transaction * Foster good relationships with peers in order to ensure an effective closing team * Actively participate in team meetings and provide suggestions for process improvements Requirements * Previous 1-2 years escrow closing experience in residential transactions (external) * In depth knowledge of title commitments and title policies * Excellent written and verbal communication skills * Ability to provide and receive continual loan-level feedback * Demonstrated ability to work independently yet contribute to a team environment * Ability to prioritize work and maintain productivity under short deadlines * Strong mathematical and analytical skills * Attention to detail with effective research and analytical skills * Proven ability to work successfully in a team environment * Ability to work at a fast pace while maintaining accuracy Third Federal Perks & Benefits * Competitive compensation packages * Medical, dental, vision, and more * 401k match * 11 Bank Holidays + vacation/sick time * Stock Ownership Allocation * Exceptional culture and value system * Strong work/life balance * Growth opportunities * Mortgage Discount Program * Education Reimbursement Program Our anticipated pay range for this position is $26.00 - $30.00 per hour. At Third Federal, we're committed to transparency throughout the hiring process. The pay range listed is based on relevant market data, role responsibilities, and skills required for the position. Individual pay will be thoughtfully determined by a candidate's qualifications, experience, and other relevant factors. Third Federal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, national origin, gender identification or sexual orientation, disability, protected veteran status or any other classification protected under law.
    $26-30 hourly 11d ago
  • ARP Reconciliation Associate II M-F 8:30am-5pm

    Fifth Third Bank, N.A 4.6company rating

    Cincinnati, OH jobs

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: This position reports to the Account Reconciliation Manager. The incumbent is responsible for the maintenance, processing and balancing of transactions on ARP/Positive Pay accounts. Responsibilities will also include research and resolution of problems with ARP/Positive Pay accounts, daily exception reporting by prescribed deadlines, and extensive customer interaction. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Routinely process incoming/outgoing transactions of a complex nature. + Some familiarity with inbound customer transmission files. + Some familiarity with job scheduling of outbound files. + Interact regularly with commercial clients, respond promptly and accurately to client requests, provide superior customer service. + Ensure output meets quality standards prior to release. + Prepare and input documentation, review for completeness and accuracy. + Compile and/or balance data for transaction processing. + Update and maintain appropriate files, reports and other documentation/data. + Research and resolve situations of complex nature, which often requires interaction with a variety of internal departments i.e. Information Technology, Commercial Officers, and other operations areas. + Exercise decision making capability within department guidelines to expedite workflow, transaction processing and minimize risk. + Package and deliver all reconciliation related materials within established timeliness goals. + Maintain working knowledge of regulations and compliance issues related to job function and department. + Provides back up coverage for other staff. + Process new account set ups, account deletions, and/or account changes as necessary. + Escalate issues according to established chain of command. + Meet and maintain assigned production standards and deadlines. + Perform work in accordance with established policies and procedures. + Assist in new employee orientation and training. + Perform other duties as assigned. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + High school diploma or its equivalent. + Two years of reconciliation and/or accounting related experience. + Strong written and verbal communications skills with an emphasis on customer service. + Proven analytical ability and problem solving aptitude. + 10 key skills preferred. + Demonstrated ability to make appropriate decisions, which expedite workflow and minimize risk. + Ability to communicate effectively with customers and team members. + Working knowledge of basic office applications and ability to operate software related to job. + Ability to operate under deadlines with close attention to detail. + Ability to work in a fast paced environment. + Meet/exceed established department and individual performance goals. WORKING CONDITIONS: + Normal office environment with little exposure to dust, noise, temperature and the like. + Extended viewing of CRT screen. + Routinely lift and move objects up to 25 lbs. #LI-EG1 ARP Reconciliation Associate II M-F 8:30am-5pm At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45227 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $67k-91k yearly est. 44d ago
  • Relationship Associate

    The First National Bank of Dennison 3.7company rating

    Dennison, OH jobs

    The Relationship Associate is responsible for conducting front line cash drawer transactions in an accurate and timely manner. Also responsible for maintaining existing relationships and generating new relationships and servicing all specific branch deposit products and services. Exceptional customer service while maintaining essential controls and safeguards is mandatory. * Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement and enters deposits into computer records. * Cashes checks and processes withdrawals, pays out money after verification of signatures and customer balances * Places holds on accounts for uncollected funds * Counts checks and packages coins and currency * Promotes and explains other financial institutions services such as safe deposit boxes, money orders or checks * Receives mortgage, consumer loan and other payments and ensures the payments match balances due. Enters payments into the computer. Generates customer receipts * Balances cash drawer at the end of the shift and compares totaled amounts to computer generated proof sheet. Reports any discrepancies to the supervisor as necessary * Ensures the teller station is properly stocked with tickets, supplies and forms * Ensures the teller station is properly locked and secure when leaving the station * Reports malfunctions of teller terminals and other equipment used at the teller station promptly to the supervisor * Is responsible for checking night depository bags and recording proper information on the log and processing transactions * Represents the financial institution at community affairs and civic organizations * Answers the phone and customer questions and provides timely response to customer inquiries. * Provides efficient and courteous customer service * Scan work as needed * Be able to work at any branch when needed and provide coverage for vacations and sick days * Be able to work both Wednesdays and Saturdays plus any other days of the week needed by the Bank up to 29 hours a week * Other duties as assigned Characteristics/ Requirements: * Positive attitude and works well with others * Professional appearance required * High School Diploma * Demonstrated history of taking on additional tasks * Provide quality customer service and good decision making and sensitivity to handling confidential information * Prompt, organized and efficient * Proficient computer skills and ability to operate standard office equipment * Good interpersonal communication skills
    $28k-33k yearly est. 18d ago
  • Relationship Associate

    The First National Bank of Dennison 3.7company rating

    Dennison, OH jobs

    Relationship Associate The Relationship Associate is responsible for conducting front line cash drawer transactions in an accurate and timely manner. Also responsible for maintaining existing relationships and generating new relationships and servicing all specific branch deposit products and services. Exceptional customer service while maintaining essential controls and safeguards is mandatory. Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement and enters deposits into computer records. Cashes checks and processes withdrawals, pays out money after verification of signatures and customer balances Places holds on accounts for uncollected funds Counts checks and packages coins and currency Promotes and explains other financial institutions services such as safe deposit boxes, money orders or checks Receives mortgage, consumer loan and other payments and ensures the payments match balances due. Enters payments into the computer. Generates customer receipts Balances cash drawer at the end of the shift and compares totaled amounts to computer generated proof sheet. Reports any discrepancies to the supervisor as necessary Ensures the teller station is properly stocked with tickets, supplies and forms Ensures the teller station is properly locked and secure when leaving the station Reports malfunctions of teller terminals and other equipment used at the teller station promptly to the supervisor Is responsible for checking night depository bags and recording proper information on the log and processing transactions Represents the financial institution at community affairs and civic organizations Answers the phone and customer questions and provides timely response to customer inquiries. Provides efficient and courteous customer service Scan work as needed Be able to work at any branch when needed and provide coverage for vacations and sick days Be able to work both Wednesdays and Saturdays plus any other days of the week needed by the Bank up to 29 hours a week Other duties as assigned Characteristics/ Requirements: Positive attitude and works well with others Professional appearance required High School Diploma Demonstrated history of taking on additional tasks Provide quality customer service and good decision making and sensitivity to handling confidential information Prompt, organized and efficient Proficient computer skills and ability to operate standard office equipment Good interpersonal communication skills
    $28k-33k yearly est. Auto-Apply 60d+ ago
  • Campus - Analytics and Modeling Program Associate

    Fannie Mae 4.6company rating

    milton center, OH jobs

    Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home. Job Description This full-time associate role, beginning in June 2026, has a set annual gross base salary of $110,000 a year. As an Analytics & Modeling Associate, you will work with cutting-edge technology on teams that foster innovation and collaboration. We offer an opportunity to receive on-the-job training, gain professional development, and build a wide network of peers, managers, and officers who are experts in their fields. THE IMPACT YOU WILL MAKE The Analytics and Modeling Program offers you an opportunity to develop and implement analytical skills by providing research into analytic capabilities, producing insights, and providing consultative services, and leveraging our data and quantitative expertise to ultimately power quality and intelligent decisions for managing the business, financial reporting, risk control and delegation capabilities. TRAINING PROGRAM You will participate in a 10-week seminar-style training in DC for both your mortgage industry knowledge and quantitative analytics capabilities. Business courses provide you with comprehensive coverage of key business areas, such as Underwriting and Pricing, Capital Markets, Loss Mitigation, Risk Management, etc. Technical courses include Statistics, SQL, R, and Python. Through hands-on experience and interaction with the analytics teams during the training, you will gain a strong understanding of Fannie Mae's business and have a quick start on your technical capability. During the program are expected to be in person at our Midtown Center headquarters every business day from the start of the program in June through the end of the 10 week training program. After training completion, you will be assigned an Analytics Team from these three functions within Fannie Mae and your in-office expectations would be determined by your assigned team. Single Family Analytics - Helping our business partners make decisions through targeted analytics and predictive modeling. Provide insights that are powerful, easy to access, and easy to understand through AI/ML and econometric modeling, data visualization, web-based self-service solutions, and analytics infrastructure design. Finance Business Analytics - Building and applying models of Single-Family and Multifamily loan performance and valuation, property valuation and home price forecasting to deliver critical estimates for use in financial results and regulatory reporting, perform sensitivity analyses to help inform senior management planning, and provide estimates of the impacts of alternative strategic initiatives, specifically related to capital management. ADDITIONAL DEVELOPMENT YOU'LL RECEIVE Jumpstart your journey with First Year Forward - an immersive, high-impact development experience designed for early-career professionals. Gain direct access to senior leaders, sharpen your business acumen, and fast-track your understanding of how Fannie Mae generates value while supporting U.S. homeowners and renters. Throughout your first year, you'll benefit from mentorship, executive speaker series, and hands-on learning opportunities. There are multiple openings for this position, and they will be based in our Washington D.C. (Midtown Center) office. THE EXPERIENCE YOU BRING TO THE TEAM Minimum Qualifications Authorization to work in the U.S. without sponsorship Academic achievement (preferred GPA of 3.3 or higher) Bachelor's or master's degree obtained between December 2025 and Spring 2026 All Campus - Analytics & Modeling Associates will begin in June 2026 Preferred Qualifications Data Science, Computer Science, Math, Finance, Statistics, and Economics with a quantitative focus majors are preferred Strong analytical background Demonstrated leadership capabilities and the ability to contribute to a team atmosphere Demonstrated research and numerical problem-solving skills Self-starter, strong business acumen, and results focused Superior communication skills, both oral and written Fluency and aptitude with technology applications Enterprise - Analytics and Modeling Program - Associate Target Pay Range: $110,000 - $110,000 a year #LI-DNI Qualifications Education: Bachelor's Level Degree (Required) The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers. For most roles, employees are expected to work onsite on a regular basis at their designated office location. In-office work cadence is determined by your manager. Proximity within a reasonable commute to your designated office location is preferred unless the job is noted as open to remote. Fannie Mae is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity/gender expression, marital or parental status, or any other protected factor. Fannie Mae is committed to providing reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment, unless to do so would cause undue hardship to the company. If you need assistance using our online system and/or you need a reasonable accommodation related to the hiring/application process, please complete this form. The hiring range for this role is set forth below. Final salaries will generally vary within that range based on factors that include but are not limited to, skill set, depth of experience, certifications, and other relevant qualifications. This position is eligible to participate in a Fannie Mae incentive program (subject to the terms of the program). As part of our comprehensive benefits package, Fannie Mae offers a broad range of Health, Life, Voluntary Lifestyle, and other benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being. See more here. Requisition compensation: 0 to 0
    $110k-110k yearly Auto-Apply 60d+ ago

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