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 screening 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, & Pet)
Hospital Indemnity
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.
FCBank 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.
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$34k-74k yearly est. 11d ago
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Account Services Project Manager
Cleverley + Associates 3.7
Worthington, OH job
If you are interested in applying for this position please send your resume, references, and relevant work examples to *******************************.
At Cleverley + Associates, we are all about relationships. They are at the core of who we are and what we do. We love building relationships with our clients and uncovering data relationships to produce results that create value. We provide healthcare providers with industry-leading analytics and strategic consulting services designed to navigate today's challenging pricing and payment environment. Our team has built a reputation as the industry leader in this space, and we are looking to grow.
Position:
Account Services Project Manager - Full Time
Travel Requirements:
Hybrid, in Worthington, Ohio, office 4 days per week
Organizes and tracks client engagements while maintaining effective communication, both internally and externally. Adapts to change and is quick to implement solutions. Documents and improves current business procedures to enhance our client relations and optimize internal workflows. Oversees projects to completion while working to exceed client expectations and keep our team on track for success.
Responsibilities:
Manage and improve our CRM (customer relationship management) software
Communicate project status/updates with clients in a timely and accurate manner
Track and record status of engagements with clients as well as internal initiatives
Leverage business knowledge to determine project requirements, resolve issues and identify new solutions
Document and improve processes and procedures
Develop and monitor internal production resource allocation
Client account maintenance
Sales support
CMS Price Transparency support
Additional responsibilities could be added
Required Qualifications:
Previous experience with a customer relationship or project management software
Excellent communication skills (written and verbal) and organizational skills
Exhibits a strong customer service focus with demonstrated ability to resolve business issues creatively
Exercises critical thinking skills
Possesses strong problem solving, analytical, and leadership skills
Interested in procedures and documentation
Attentive to detail
Proficiency in the use of standard Microsoft Office software applications such as Word and Excel are required
Ability to prioritize and work efficiently on multiple projects in a high-stress environment
Ability to meet tight deadlines while producing high quality results
Ability to review and discuss a concern wholistically, in a team environment
Ability to be flexible and adaptable to client and other team members' needs
Ability to learn in a fast-paced environment
Ability to succeed in an environment that requires constant development of technical skills and expansion of business expertise
Ability to receive and apply feedback in a professional manner and to convey both positive and constructive feedback to others in a professional and effective manner
Ability to effectively present product information and respond to questions from customers
Interest in hospital finance and business relationships
Background in Sales, Communications, or Health Information Management (not required)
About:
Started in 2000, we are a privately-owned consulting and analytics company headquartered in Columbus, Ohio, that partners with hundreds of hospitals each year to address today's most challenging questions in pricing, payment, and financial performance for the US hospital industry.
We help hospitals provide value to their communities. We acquire, standardize, and aggregate a variety of hospital financial and operational data. Leveraging these data sources, we provide custom consulting and advisory services primarily focused on revenue cycle, budgeting, decision support, and finance operations. Specifically, we aim to help make hospital prices more reasonable, hospital reimbursement easier to understand and manage, and data more actionable.
We provide a flexible, family-friendly work environment, comprehensive health benefits (including Medical, Dental, Vision, Life/Disability Insurance, and HRA), 401k, profit sharing, and paid time off.
Cleverley + Associates makes employment decisions based upon abilities, talent, effort, team attitude, and results. We grant equal employment opportunity to all qualified individuals without regard to race, color, religion, sex, national origin, age, ancestry, citizenship, disability, sexual orientation, or other protected class status.
Candidates for this position must be employable in the United States without sponsorship.
Sensitive Data Access:
The Project Manager may access client Confidential Information but will very rarely need to access Protected Health Information (PHI). The Client Services Consultant may encounter client Protected Health Information, but they will only access the information when it is necessary to perform their duties.
If you are interested in applying for this position please send your resume, references, and relevant work examples to *******************************.
$54k-86k yearly est. 3d ago
Construction & Commissioning Scheduler
Blackrock Resources LLC 4.4
New Albany, OH job
You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please.
Schedule: Full-time | On-site presence required
Industry: Industrial/Power/Data Center Construction
We're looking for an experienced Construction & Commissioning Scheduler to support large-scale, complex projects from the ground up. This is a hands-on, on-site role where you'll collaborate with project management, engineering, and field teams to develop and maintain detailed schedules that drive successful project delivery.
What You'll Do:
Build and manage comprehensive Primavera P6 schedules across engineering, procurement, construction, and commissioning phases.
Partner with project managers, superintendents, and subcontractors to keep timelines accurate and achievable.
Track progress, analyze variances, and recommend adjustments to keep projects on target.
Generate look-ahead schedules, performance reports, and updates for leadership and client reviews.
Support forecasting, resource loading, and earned value analysis to ensure clear visibility into project health.
Align construction and commissioning activities for smooth transitions and seamless project closeouts.
What You Bring:
Bachelor's degree in Engineering, Construction Management, or a related field (or equivalent experience).
5+ years of experience scheduling large-scale industrial, data center, or power generation projects.
Strong command of Primavera P6.
Proven track record supporting both construction and commissioning phases.
Excellent communication, organizational, and analytical skills.
Ability to work on-site in New Albany, Ohio.
Preferred Experience:
EPC or large-scale construction background.
Knowledge of commissioning processes and turnover documentation.
Familiarity with cost control, earned value management, and integration with project systems like Excel, Power BI, or CMMS tools.
If you thrive in a fast-paced, collaborative environment and enjoy bringing structure to complex projects, this could be the perfect next step for you.
$65k-91k yearly est. 1d ago
Industry Manager, Government, Specialized Industries, Managing Director
Jpmorgan Chase & Co 4.8
Columbus, OH job
Chicago, IL, United States and 2 more
Job Information
Job Identification 210677013
Job Category Relationship Manager
Business Unit Commercial & Investment Bank
Posting Date 10/13/2025, 09:20 PM
Locations 10 S Dearborn St, Chicago, IL, 60603, US 1111 Polaris Pkwy, Columbus, OH, 43240, US 1116 W Long Lake Rd, Bloomfield Hills, MI, 48302, US
Job Schedule Full time
Base Pay/Salary Chicago,IL $260,000.00-$450,000.00
Job Description
You are customer focused, enjoy building relationships, leading teamsand providing financial advice to your clients. A role as a Government Banking Industry Manager is for you.
As an Industry Manager within our Government Specialized Industry Banking team, you will oversee the Midwest Region, which encompasses Illinois, Indiana, Iowa, Ohio, Michigan, Minnesota, Kansas, Kentucky, Nebraska, North Dakota, South Dakota, Wisconsin, West Virginia, and Western PA. In this role, you will lead a team of Bankers, Treasury Management Officers, Associates, and Analysts in their efforts to develop and maintain profitable banking relationships with government clients. A typical team includes direct management of 7 to 10 team members including Industry Executives and directly reporting bankers. The government industry handles commercial banking client relationships across the country. The team focuses on cities, counties, school districts and other government entities. As the industry manager, you will work with dedicated product specialists from Treasury & Securities Services, Public Finance, Securities Trading, Asset Management and Leasing to provide the firm's extensive services and products to our clients and prospects.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Analyze the data of the business to drive sales
Deliver the entire firm across lines of business
Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Lead specially assigned projects for the benefit of region and national team
Hire, manage, coach, mentor and retain a high performing and diverse team
Foster a diverse, equitable and inclusive work environment
Required Qualifications, Capabilities and Skills
Typicallya minimum of ten years account relationship management experience with a focus on business relationships
Understanding of Commercial Banking products and services with knowledge of the region
Ability to mobilize internal networks and resources
Demonstrated experience of meeting or exceeding sales goals;proven top individual contributor
Sales management and business development skills with proficiency in building and maintaining positive client relationships
Strong technology experience; digital background
Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
Strong knowledge of regulatory and control framework
Proven leadership, management, and client relationship skills, as well as extensive industry and product knowledge, and strong transaction execution skills
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Preferred Qualifications, Capabilities and Skills
Bachelor's degree and formal credit training
Management experience in a Commercial Bank setting, specifically leading a commercial banking salesteam
Self-directed, proactive, and creative solution and problem solvingabilities: use sound judgment and navigates ambiguity to get things done
Flexible to changing business priorities and ability to multitask
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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 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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.
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$260k-450k yearly 5d ago
Chief Banking Officer
Farmers National Bank 4.7
Canfield, OH job
Corporate Main Office 20 South Broad Street Canfield, OH 44406, USA
Oversee and lead all Credit and non‑retail Lending divisions of the Company. Strategically plan, communicate and execute the Company lending, and credit quality philosophy by engaging internal and external resources to grow the loan portfolio within an acceptable risk profile. The CBO will coordinate with the CEO, CFO and other executives to establish goals, priorities, policies and processes that enable the Company to achieve expected performance levels related to lending and credit quality. The CBO will work to coordinate the establishment of lending goals for C&I, CRE, Ag, and Mortgage Lending, along with Treasury Management. Additionally, the CBO is responsible for setting and enforcing the overarching credit evaluation philosophy and practice for the organization. Included in this is the management and leadership of all Credit Support areas such as Loan Administration, Loan Document Processing, Credit Analysis, etc. As an executive, the CBO must also create and strengthen relationships with employees that provide open lines of communication to foster teamwork, trust and a supportive culture.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Ensure that all operational aspects of the Bank's Mortgage Lending and Underwriting activities operate in a safe and sound manner in the best interest of shareholders, the Board of Directors, customers, employees, and the public.
Lead the Commercial lending teams of Farmers National Bank by establishing appropriate strategies, goals and expectations for various loans by type and volume
Oversee the Company's Treasury Management sales and operations activities.
Ensure all Mortgage Lending operations are effectively integrated to achieve optimal outcomes for the Bank, our clients and Shareholders
Develop and implement strategies to accommodate current and future organizational plans, programs, and needs.
Provide the highest level of customer relations and service
Ensure compliance with Bank policies, procedures and processes.
Oversee the Mortgage Sales lines of business Meet and interact with various regulatory agencies, representatives and examiners (Federal Reserve, OCC, SEC, OTS, etc.) as necessary.
As necessary, meet with investors and analysts to report on the current status of the Company
Partners with Senior Leaders in Human Resources, Information Technology, Marketing, Risk Management and Audit to develop and implement effective processes/procedures, and promote a team‑oriented culture throughout the Company
Serve as a member of, or chairperson of various Sr. Management Committees as needed
Actively promote a positive and engaged partnership with the community by sitting on community boards and/or participating in/chairing local programs, charities or meetings
Serve as an active member of the Farmers National Bank Board of Directors
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti‑Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
Regular, predictable attendance is an essential requirement of this position.
Completes all other duties as assigned
SUPERVISORY RESPONSIBILITIES
Responsible for the overall direction, coordination, and evaluation of the Commercial and Mortgage departments. Expected to coach, train and evaluate department leaders in both informal and formal settings. Carry out supervisory responsibilities in accordance with the Bank's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; coach, train and evaluate department employees; addressing complaints and resolving problems.
EDUCATION AND/OR EXPERIENCE
Bachelor's degree from an accredited four (4) year college or university in Business Administration or a related field
Minimum of fifteen (15) years financial executive leadership experience; extensive experience in mortgage lending and Treasury Management highly preferred and/ or equivalent combination of education and experience
Must have a minimum of ten (10) years supervisory experience; managing multiple departments efficiently
Must have excellent verbal and written communication skills
Must have full knowledge of current banking regulations with regard to credit risk, general knowledge of all areas of banking operations, bank finance and risk management
Strong knowledge of credit policies and lending practices
Must possess excellent computer skills and knowledge; Proficient in Word, Excel, Internet navigation/research, and Outlook is expected
Must be able to travel on an as‑needed basis
QUALIFICATION REQUIRED
Bachelors or better in Finance or related field.
EEO STATEMENT
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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$58k-83k yearly est. 3d ago
Electronic Funds Transfer Services Specialist
Civista Bank 3.9
Sandusky, OH job
The position is set in a fast-paced, time-sensitive environment and requires good problem-solving skills, accuracy, and attention to detail. An ideal candidate would enjoy working in a positive, team-oriented workplace. Responsible for monitoring and processing all deposit related items as they relate to various system applications -1Source and Unity requests, wire transfer, ACH, and electronic funds transfer. Demonstrate Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve.
Key Accountabilities, Responsibilities and Expectations:
Daily processing of incoming and outgoing domestic and international wires.
Research and post incoming ACH return items, complete research and corrections related to customer ACH inquiries.
Processes ACH deceased returns and reclamations.
Daily reconciliation of various ACH internal and general ledger accounts
Daily research and correcting transactional errors.
All other duties as assigned and any activities that support the key accountabilities.
Requirements:
Qualifications, Knowledge and Skills:
Two years' experience in banking or financial services or other related experience.
High School Diploma or equivalent, with office administrative skills or certification.
Strong customer service and problem-solving skills and demonstrated ability to respond to inquiries with tact, diplomacy and patience.
Exceptional organization, time management and follow-up skills. Excellent interpersonal skills and ability to communicate effectively with customers, bank employees and outside service providers.
Ability to follow detailed instructions and a wide range of procedures requiring sound judgement.
Must have proficient typing and computer skills, specifically Microsoft Word and Excel and the ability to navigate computer programs.
Possess the ability and desire to be cross-trained in many different job duties within the department.
Physical Requirements:
Work involves eye strain due to the constant use of computer screens, reading of reports and so forth.
Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions.
Work involves lifting and moving files of up to 15 lbs.
Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time.
Work involves some travel to attend meetings, training, and so forth.
EOE - Race/Sex/Disability/Veteran
This Position Description is not a complete statement of all duties and responsibilities comprising this position.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.
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$32k-46k yearly est. 3d ago
Information Technology Project Manager/Integration Director
Brixey & Meyer Capital 4.1
Cincinnati, OH job
Brixey and Meyer Capital, LLC (“BMC”) is a private investment firm targeting investments in lower middle market businesses across a range of industries. BMC has raised over $200M of committed capital and invested into 19 companies since their inception in 2015. Investments are approached with a growth and partnership mindset, with BMC providing strategic and operational support as well as continued access to capital.
BMC is seeking to add an IT Project Manager to the Portfolio Consulting team to lead the integration and professionalization of new acquisitions to established BMC IT standards, including but not limited to ERP implementation, Data Management, Cybersecurity Risk Mitigation, Network, Hardware, and Software strategies.
This role will oversee the execution of IT professionalization within the broader Portfolio Consulting team which includes the HR Director and Accounting & Finance Integration Director. The team supports portfolio companies in all aspects of business startup for ultimate handover to the Portfolio Management team.
ESSENTIAL JOB FUNCTIONS:
Responsible for overall enterprise technology solution for portfolio companies
Lead Cybersecurity assessment during Due Diligence and develop action plan to resolve risks
Develop, plan and coordinate the execution of IT playbook, including but not limited to data integrity, cybersecurity, hardware/network updates, and systems implementations
Work across IT, operations, accounting and the executive team to align actions and goals within IT to the broader organization demands
Oversee MSP/third party vendors for cyber, software, web & data hosting, etc. for alignment, execution, and ongoing governance as needed
Work on special projects as assigned by the BMC Leadership Team
Perform other duties as assigned
QUALIFICATIONS:
Required:
Strong analytical skills, particularly with data structures
Experience leading or delivering initiatives in technological implementation, data management, infrastructure, and security
Proven ability to develop and implement IT procedures
Excellent leadership, interpersonal, and communication skills.
Strong problem-solving and decision-making capabilities.
Experience in change management and organizational development.
Prior IT integration or build out experience
WORK ENVIRONMENT:
Work is performed in a fast-paced office setting, often with frequent interruptions. Duties may require sitting for long periods of time. Occasional need to travel by air and/or drive a vehicle to other work locations.
Travel as required to meet portfolio company needs.
OTHER:
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threator significant risk to the health or safety of themselves or others. The requirements listedin this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
$87k-113k yearly est. 16h ago
Credit Workout Officer II
Northwest Bank 4.8
Columbus, OH job
The Credit Workout Officer II is responsible for performing a variety of duties including meeting with borrowers, evaluating management teams, and business plans to determine whether to retain or exit credit.
Essential Functions
Ensure integrity of loan documentation
Review loan documents for perfection of collateral
Analyze financial statements
Identify and resolve problems / issues
Record all agreements and conversations
Prepare correspondence and documentation with regards to workout plan
Discuss grades and workout procedures
Issue demands letters
Monitor collection activity, and bankruptcies
Obtain judgments
Establish Workout plans
Report agreed payment terms and plans
Locate collateral / inspection
Coordinate foreclosures
Partner with loan officers
Prepare for litigation
Coordinate sale of acquired assets / with appropriate staff, liquidation of assets and sales, and legal plan action with counsel
Order appraisals
Initiate Charge-offs / write downs
Prepare reviews on workout loans, and quarterly workout updates
Familiarity with & knowledge of the SBA Standard Operating Procedures (SOP).
Liquidation of SBA 7 & 504 Loans
Participate in quarterly SAG Watch Calls and preparation of CRIT Forms
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
Education and Experience preferred
Bachelor's degree in business, accounting, finance or related
3-5 years of experience related to commercial lending including special assets, loan review, credit and / or lending
Ability to analyze data related to bankruptcy, foreclosure, and repossession
This position will be performed onsite Monday - Thursday with Friday an option work from home day.
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
# of Openings:1
Barnes Dennig Client Accounting & Advisory Services - CAAS Chief Financial Officer
Build a Brighter Future - Together, with Barnes Dennig Client Accounting & Advisory Services (CAAS). As Client Accounting & Advisory professionals, we assist our clients in delivering complete, accurate, consistent, timely and insightful day‑to‑day perspective and insight, helping our clients operate efficiently and effectively. We're creative problem‑solvers whose work sets the bar for others.
As a Chief Financial Officer (CFO), your focus will be on providing quality services through a comprehensive suite of operational accounting and finance support to companies across a variety of core industries, with in the Midwest Market. You will have the ‘hands‑on' opportunity to support and lead clients during periods of transformation or instability. Your contributions better enable our clients to advance and expand their current and long‑term objectives. You will be a key member of a growing practice that values the input of all personnel levels and have opportunity to immediately contribute to the upward mobility of the team. In this role, you will need to exemplify a passion for client service, seek to provide deeper tangible and intangible value to our clients well beyond regulatory compliance, and broaden their accounting and finance expertise.
The day‑to‑day responsibilities of a Chief Financial Officer will vary significantly depending upon a client's size and needs.
Responsibilities:
Take full ownership of and execute as an expert and leader in all aspects of financial planning, reporting, accounting controls, and administration.
Work with client to set financial policy and be an active participant in, and driver of, the overall strategy.
Drive capital planning, risk management, ratio and KPI analysis, and board of director interactions.
Manage cash flow and forecasting, directing financial accounting.
Provides consultative and participative decision‑making advice to Leadership and operational department heads. Ensures that operating management is receiving needed financial information on a timely basis in order to facilitate decision‑making.
Formulates and manages policies, procedures, and objectives to ensure the most efficient and professional finance program.
Guide and develop staff (internal/external) in their individual growth and refinement of critical thinking and communication.
Provide project management expertise by managing multiple clients, work, and deadlines.
Foster and build opportunities for our clients, communities, and people.
Ability to effectively and efficiently manage multiple client engagements.
Build strong client relationships and becomes a key member of client management team.
Ability to develop key external business network and becomes service and industry thought leader.
Barnes Dennig is dedicated to providing you with infinite opportunities to learn the numbers, but also to see how they impact every aspect of business. As a member of the Barnes Dennig Family, you will work in a team environment, be engaged in meaningful work, be provided the tools necessary for you to succeed, and be assigned a mentor who will oversee your efforts as you participate in the preparation and execution of daily client work.
Qualifications:
Bachelor's degree in Accounting or Finance required.
15+ years of work experience in accounting required.
Self‑driven, skilled at time management and project organization: must be able to balance multiple projects and deadlines and drive projects forward successfully.
Ten years or more of supervisory experience.
Ability to effectively and efficiently manage multiple client engagements.
Build strong client relationships and becomes a key member of client management team.
Ability to develop key external business network and becomes service and industry thought leader.
Strong interpersonal skills and ethics that generate and sustain a positive team atmosphere and professional environment.
Ability to respond to emergencies when needed.
Confidentiality with all data and information.
Ability to: interact with all levels inside and outside the organization, take initiative, anticipate problems and formulate resolutions, exercise good judgment/decision making, prioritize and multi‑task, work independently, etc.
As one of the leading Certified Public Accounting and business consulting firms in Ohio, Kentucky and Indiana, serving closely held, growth‑driven companies to achieve financial success with innovative ideas, personal attention and global resources, Barnes Dennig offers a strong compensation and benefits program, top technical leadership training, a mentor program, an Emerging Professional's network, a Women's Initiative, a focus on diversity, equity and inclusion, along with driving many philanthropic ventures, including an annual community outreach day, etc.
Known for being a unique firm, we have received numerous awards and recognition for our culture, talent, and service, including being named a Top Workplace, a Best Places to Work and a recipient of the Alfred P. Sloan Award for workplace flexibility.
Barnes Dennig is an equal opportunity employer with policies designed to ensure equal opportunities in recruitment, employment, promotion, compensation, training and development without regard to race, color, sex, sexual orientation, age, religion or creed, disability, national origin or any other protected status.
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$60k-75k yearly est. 2d ago
Contract Management Lead
Tata Consultancy Services 4.3
Milford, OH job
Contract Management Lead
Duration: FTE/ Direct Hire
The Contract Management Lead will be responsible for managing the end-to-end contract management scope as defined under the 2025 Data Center Spend Management + Operations (DCSMO) RFP for Contract Execution. This role ensures that all contract-related activities are executed in full compliance with Google's processes, standards, and timelines. The ideal candidate will possess strong analytical, operational, and stakeholder management skills with proven experience in contract management tools and governance practices.
Key Responsibilities:
Manage the end-to-end contract management process as outlined in the DCSMO RFP scope of Contract Execution.
Ensure services are delivered in alignment with Google's process, compliance, and quality standards.
Collaborate with Invoice Review and Procurement Order Governance teams to ensure seamless operations and alignment across functions.
Lead governance meetings and serve as the primary escalation point for all Contract Execution-related activities.
Identify and drive continuous improvement initiatives within the contract management domain to enhance efficiency and accuracy.
Maintain strong process documentation and support audit and compliance requirements as needed.
Qualifications and Skills:
Hands-on experience with tools such as ARIBA, DocuSign, and MS Teams.
Advanced proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
Preferred: Prior experience in drafting vendor and customer-facing contracts.
Strong analytical, diagnostic, and problem-solving skills with demonstrated customer centricity.
Ability to manage ambiguity under pressure and perform effectively in a fast-paced environment.
Excellent written and verbal communication skills with the ability to influence and collaborate across teams.
Highly dynamic, proactive, and willing to take on challenges and learn new technologies.
Salary Range: $95,000 - $115,000 per year
$95k-115k yearly 4d ago
Mortgage Loan Sales
First National Bank of Pennsylvania 3.7
Columbus, OH job
Primary Office Location:250 East Broad Street Suite 1720. Columbus, Ohio. 43215.Join our team. Make a difference - for us and for your future.
Mortgage Banking Consultant
Business Unit: Mortgage Administration
Reports to: Varies based on assignment
Position Overview:
This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals.
Primary Responsibilities:
Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals.
Counsels customers on lending options and solutions to meet their needs.
Supports and facilitates key banking partnerships.
Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations.
Provides feedback to management on process efficiencies, relationship processing performance, and overall customer experience for relationship processing partner. Assists with recruiting and hiring of support team members as needed.
Performs other related duties and projects as assigned.
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 F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
3
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Ability to use general office equipment
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Basic Level
MS PowerPoint - Basic Level
BS or BA degree preferred.
Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
N/A
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$29k-58k yearly est. 3d ago
C&I Portfolio Manager
Northwest Bank 4.8
Independence, OH job
The Commercial Portfolio Manager is responsible for the ongoing monitoring process for the Bank's commercial loans to ensure timely and accurate risk ratings and compliance with credit policy, loan agreements, and applicable banking regulations. This individual contributor position interacts closely with and supports Commercial Banking Relationship Managers, as well as other internal personnel, on commercial credit portfolio monitoring working under limited supervision.
Essential Functions
Monitor credit performance of individual commercial borrowers ensuring timely escalation or remediation, as appropriate.
Responsible for the timeliness and accurate reporting of the commercial portfolio monitoring activities and adherence to credit policies, procedures and thresholds related to financial statement collection, covenant testing, collateral valuation, annual reviews, and delinquencies. Evaluation of risk associated with non-compliance.
Engage with customers, regularly, to discuss operating performance and business results including covenant compliance. Gain a thorough understanding of the borrowers' business model and industry trends to effectively evaluate sources of repayment and accurately assign risk rating.
Collect and review all pertinent credit and financial information, including but not limited to financial statements, tax returns, due diligence reports, credit bureaus, appraisals, internal credit information, industry research and peer data. Determine the need for more thorough investigation or additional information.
Spread financial statements and prepare financial models designed to assess probability of default and loss given default. Document historic and proforma cash flows, covenant calculations, sensitivity analysis, guarantor statement review, and collateral valuation as appropriate.
Analyze financial information and related materials to ensure prudent ongoing credit monitoring for the Bank's commercial loan portfolio. Analyses to include an independent credit quality assessment with well-supported risk rating rationale, identification of credit risks and mitigants, industry concerns, market trends, financial trends, and other pertinent credit issues. Identify emerging risks or material changes in customers financial position, including evaluation of compliance with loan agreements.
Assist in completion of annual reviews, renewals, interim update memos, covenant calculations and criticized asset reviews. Monitor early warning indicators and other forms of credit surveillance.
Present analysis or address questions during credit discussions or presentations.
Liaison between Commercial Banking Relationship Managers, Credit Risk, the Underwriting Team and Special Assets to ensure necessary credit approvals are obtained and appropriately documented and loan operating system reflects accurate commercial loan data.
Document and track key risk indicators associated with monitoring and control procedures and any applicable thresholds.
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
Complete other duties and special projects as requested by management
Education and Experience preferred
Bachelor's degree in finance, accounting, business, economics or related
3-5 years of relevant experience in Commercial Lending as a Portfolio Manager, Relationship Manager and/or Credit Officer/Underwriter working with moderate to complex loans and documentation
3-5 years of experience in Commercial Credit or public accounting
This position will be performed onsite Monday - Thursday with Friday an optional work from home day.
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$125k-215k yearly est. 3d ago
Mortgage Loan Officer I/II
Navy Federal Credit Union 4.7
Dublin, OH job
To interview and counsel members about first mortgage loans and to take mortgage loan applications. To establish and maintain personal relationship with members, and to guide and follow their mortgage loans from initial application through the loan closing process. To determine applicants' qualifications; providing detailed information about Navy Federal's mortgage and equity loan products; clarify complexities of the mortgage/equity loan process; and evaluate, personalize, and recommend financing alternatives. To build and maintain referral relationships with realtors, builders, and other centers of influence.
Responsibilities
Analyze referred loans for areas of concern and determine proper course of action (e.g. obtain explanations for derogatory credit)
Determine and advise members on approved loan conditions and documentation requirements
Ensure progress and inclusion of required mortgage processing information (e.g. verifications of employment, assets, income and liabilities; appraisal reports, Navy Federal and investor requirements, etc.)
Maintain contact with the member, Realtor and/or seller during the entire loan process
Monitor mortgage loan process and ensure compliance with Federal laws, as well as, Navy Federal, NCUA and secondary market practices, guidelines and regulations
Remain available to members and/or their real estate agents during scheduled evening hours after assigned work days and during scheduled hours on assigned days off (e.g. weekends)
Request and obtain documentation needed and forward to Mortgage Processor
Respond to inquiries about mortgage applications, processing status, problems and concerns
Seek and leverage opportunities to conduct outside marketing and promotional activities to members and potential members through financial presentations, local events and realtor/trade shows and events
Take first mortgage loan applications via face-to-face interview, mail and telephone
Resolve or arrange for resolution of operational/processing issues, inquiries and complaints
Respond to inquiries and resolve any issues concerning the processing of applications
Review application for completeness, data integrity and accuracy; determine if additional information and/or supporting documentation is required
Perform other duties as assigned
Qualifications
Ability to work effectively and efficiently with automated systems
Familiarity with accounting, credit, and/or lending principles and techniques
Experience in member/customer service preferably in a related field/industry, such as realty, insurance, retail banking or financial institution
Exposure to lending application and approval process
Familiarity with mortgage lending concepts and principles
Familiarity with banking/financial industry standards and practices
Incumbent will be required, prior to the assumption of employment duties, to register with the Nationwide Mortgage Licensing System and Registry; includes fingerprinting and background checks
Effective database and presentation software skills
Effective skill performing mathematical calculations and working accurately with numbers
Effective skill in actively guiding members through interactions to reduce member effort and enhance member loyalty
Effective skill in comprehending, analyzing, applying and communicating complex written legal documents
Effective skill speaking and/or presenting in front of groups in a professional setting
Effective word processing and spreadsheet software skills
Desired Qualification(s)
Working knowledge of Navy Federal Mortgage Production and/or Servicing Systems
Working knowledge of mortgage/equity loan processing, closing and documentation requirements and regulations
Familiarity with mortgage lending requirements, regulations and procedures for VA and conventional loan programs
Hours: Monday - Friday, 8:30AM - 5:00PM
Locations: 5455 Rings Road Dublin, Oh 43017
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$43k-57k yearly est. 3d ago
Teller - Part Time
Northwest Bank 4.8
Elyria, OH job
Northwest Tellers are important members of our retail network team because they often have the most interaction with our customers. Northwest Tellers provide an excellent customer service experience by welcoming customers, efficiently processing transactions, resolving problems, providing education service, and uncovering financial needs for referral to the appropriate line of business.
ESSENTIAL FUNCTIONS:
Achieve financial wellness activity goals, such as identifying referral opportunities and contributing to the overall office's overall sales performance goals
Assist customers and visitors with questions, problem resolution, and other needs. Proactively engage with customers to understand needs and inform them of product/service features and benefits. Refer customers to appropriate team member for complex requests or products/services.
Actively engage with and greet customers and take ownership to resolve any customer issues or concerns
Balance teller drawer daily and participate/assist in office meetings/huddles, operations meetings, and dual control balancing of vault, ATM, and any other device, as needed
Deliver on our North(west) star experience and champion our customer's financial wellness through delivery of exceptional customer experience - both in person, over the phone, and through email communications.
Exceptional delivery of our 5 Culture Promises
Complete educational training as assigned and self-educate using bank designed programs and applications
Have general knowledge of all office systems and software, perform maintenance and possess an in-depth knowledge of bank products, services, and digital offerings
Knowledge and adherence to all security and dual control processes
Responsible to participate in branch opening and closing tasks as needed
Protect the bank from unnecessary risk by following compliance, risk, and operational procedures
Work as a team with co-workers to complete daily tasks, demonstrating respect and professionalism, being prompt, and supporting management with special requests as needed
Work evening hours and weekends as scheduled, assigned, or necessary
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
KNOWLEDGE, SKILLS, & ABILITIES:
Ability to establish effective working relationships among team members and participate in solving problems and making decisions
Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Knowledge of computers and the Teller System
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education:
High School Diploma or equivalent preferred
Work Experience:
Customer service experience preferred
Cash handling experience preferred
Banking and/or retail experience preferred
All applicants will be screened; however, only those most closely matching the qualifications of the job posting will be contacted. You can check the status of your application by logging back into your account. We appreciate your interest in our position!
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$33k-37k yearly est. 3d ago
Chemicals Plant Manager
Aris Amplify 3.1
Cincinnati, OH job
The Plant Manager is responsible for leading all aspects of plant operations to ensure safe, efficient and profitable production. This role provides hands-on leadership across production, safety, quality and continuous improvement, while maintaining full compliance with environmental, health and safety regulations. The Plant Manager will drive operational excellence through effective production planning, process optimization and people development, while supporting long-term growth and scalability of the facility.
This position plays a critical role in translating business objectives into operational execution, fostering a culture of accountability, continuous improvement and high performance across the organization.
Key Responsibilities
Production & Operational Leadership
Lead and oversee all daily plant operations to achieve production targets, quality standards and cost objectives.
Develop, execute, and optimize production schedules to maximize throughput, efficiency and on-time delivery.
Track and analyze key performance indicators (KPIs) including yield, downtime, throughput and overall equipment effectiveness (OEE).
Safety, Quality & Regulatory Compliance
Champion a strong safety culture and ensure compliance with OSHA, EPA and all applicable environmental, health and safety regulations.
Establish and enforce safe operating procedures and chemical handling standards across the facility.
Ensure ongoing training and certification programs are in place for all plant personnel.
Process Optimization & Continuous
Improvement Identify and implement opportunities for process improvements, cost reduction and operational efficiency.
Lead Lean Manufacturing, Six Sigma and continuous improvement initiatives to drive measurable performance gains.
Implement best practices in chemical manufacturing, process control and operational discipline.
People Leadership & Development
Lead, coach and develop supervisors, operators and technical staff to build a high-performing team.
Drive performance management, workforce planning and succession development.
Foster a culture of accountability, teamwork and continuous improvement.
Financial & Strategic Oversight
Manage plant budgets, operating expenses and capital projects to meet financial targets.
Partner with senior leadership on capacity planning, capital investments and long-term operational strategy.
Support business growth initiatives through effective scale-up of production and operational capabilities.
Additional Responsibilities
Perform other duties as required to support operational excellence and business objectives.
Qualifications
Bachelor's degree in chemical engineering, mechanical engineering or comparable engineering field
8 years in chemical engineering
5 years in a management role
About Aris Amplify
This search is being conducted by Aris Amplify, a Charles Aris Inc. company. We specialize in connecting top-tier talent with growth-oriented companies across the country in accounting and finance, engineering and operations, sales and marketing, and HR and executive support - all on a contingent basis. We are committed to creating meaningful connections between exceptional talent and dynamic organizations through a focused, efficient and personalized recruiting process. Learn more about our approach at charlesaris.com/aris-amplify-recruiting-services.
$62k-109k yearly est. 2d ago
Investments Director: Strategy, Modeling & Team Leadership
Phillips Edison & Company 4.2
Cincinnati, OH job
A leading real estate investment firm based in Cincinnati is seeking a Director for their Investments team. This role involves leading a team of analysts, overseeing the preparation of investment models, and collaborating with various departments to guide property acquisitions. The ideal candidate should have 5-10 years of experience in commercial real estate investment and possess advanced Excel and Argus Enterprise skills. This position is a unique opportunity to establish a new Investments vertical and contribute to the company's strategic growth.
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$121k-165k yearly est. 2d ago
Investment Advisory Services Intern
Valmark Financial Group 4.1
Akron, OH job
The Investment Operations team is seeking a motivated intern to gain hands-on experience working with industry-leading custodians such as Charles Schwab and Bank of New York Mellon/Pershing. This internship provides exposure to multiple areas of the financial services industry, including investment advising, operations, technology, and tax-related processes.
As an Investment Advisory Services Intern, you will develop practical, real-world skills while supporting critical account operations and collaborating with experienced professionals. This is an excellent opportunity for students who are passionate about finance, eager to learn, and interested in building a strong foundation for a future career in the industry.
Job Summary:
The Investment Advisory Services Intern supports our Financial Advisors and Investment Advisory Services teams by assisting with account service and maintenance requests. This role plays a key part in facilitating new account setup, money movements, account servicing, and asset transfers through our custodial partners.
Essential Functions and Responsibilities:
Process new account requests and account maintenance activities with custodians, including asset transfers and money movements
Monitor custodial reports and notifications, taking appropriate action to resolve outstanding or actionable items
Utilize multiple software platforms to manage daily workflows, including Microsoft Office, CRM systems, OnBase, MyCase, LaserApp, Schwab Advisor Center, and Pershing NetX360
Document detailed and accurate notes in CRM systems for follow-up and collaboration with team members
Perform daily follow-up on outstanding new account and investment advisory requests
Assist with special projects, including generating regulatory and compliance reports, conducting research, and updating data
Support team members with research, issue resolution, and troubleshooting
Provide backup assistance to other team members as business needs arise
Perform additional duties and projects assigned by management
Related Qualities:
Our ideal candidate has the following qualities:
Strong interest in the financial services industry with a desire to learn and grow
Professional, clear, and effective communication skills
High level of attention to detail and organizational skills
Proactive mindset with the ability to manage responsibilities independently
Commitment to personal and professional development
Requirements:
Authorized to work in the United States without sponsorship
Currently enrolled pursuing a degree in Business Administration, Finance, or a related field
Availability to work onsite in Akron, OH:
16-24 hours per week during spring and fall semesters
25-40 hours per week during summer months
Pay: $20 per hour
$20 hourly 3d ago
Personal Trust Officer
Farmers National Bank of Canfield 4.7
Dublin, OH job
Personal Trust Officer directs and coordinates activities relative to setting up and administering personal trusts, agencies, foundations, guardianships and estates. The position works in conjunction with the Portfolio Manager to assist in the development and execution of the client's investment goals. This individual is responsible for new business development, cross sale of other Bank products and services, and Trust Administration. New business will be generated from a calling program that includes business development calls on current client, potential customers, businesses, professionals, and internal and external centers of influence.
ESSENTIAL DUTIES and RESPONSIBILITIES
Responsible for developing new business opportunities through client contact and prospecting while maintaining relationships with current clients.
Demonstrate in depth knowledge, understanding and development of Trust accounts, products, and solutions
Attract new clients and retain existing clients by developing marketing materials, plan presentation and strategies
Determine client and business owners' needs by meeting with them to gather information, review trust and estate planning needs, retirement planning, investment asset allocation and investment strategies to optimize client goals and determine an appropriate strategy for closing sale
Effectively administer complex fiduciary trust accounts, agencies and foundations according to terms of the document. Monitor accounts on a daily basis, monitor daily cash balances, and prepare account reviews on a monthly basis.
Assist in the administration of Estates and Guardianships (prepare inventories, distributions, court accountings), determine date of death values, tax basis issues.
Monitor compliance matters and maintain compliance with all internal policies and procedures as well as with regulatory and legal requirements.
In conjunction with the Portfolio Manager, assist in the coordination of investment needs for clients, including cash management and asset allocation choices.
Proactively provide professional service to satisfy client needs. Identify and resolve client issues arising in the course of administration of an account.
Maintain communication with attorneys, CPAs, etc. for potential trust business.
Have a general knowledge of bank products and the ability to introduce trust clients to bank services to support new business for the Trust Company and the Bank
Perform tasks/projects/duties as assigned
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
Regular, predictable attendance is an essential requirement of this position
EDUCATION and/or EXPERIENCE:
Bachelor's Degree in Business Administration, Finance, or related field. JD or CPA preferred.
Minimum 3-5 years background in Trust or related business
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Qualifications
EducationHigh School (required)
Skills
Trust Services (preferred)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$41k-82k yearly est. 3d ago
Member Service Representative (Full-Time) - AJC Federal Building
Navy Federal Credit Union 4.7
Cleveland, OH job
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision. Provide assistance/training to lower level team members.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Responsibilities
Analyze, research and resolve problems and discrepancies related to member accounts/loans
Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications
Counsel current and prospective members about Navy Federal's products and services
Ensure cash and other negotiable instruments are handled properly
Identify opportunities to cross service products and increase product penetration
Perform platform banking functions
Assist level I team members
Understand and comply with federal and other regulations relating to financial products and services
May assist with Branch Office vault opening, closing and balancing procedures
May serve as a Branch Office and/or ATM vault custodian
Perform other duties as assigned
Qualifications
Ability to work independently and in a team environment
Working knowledge of savings and checking products, accounts and services
May be required to participate and complete specialized training (in Business Services, IRA, MLO, notary, etc.), per business need
Effective active listening skills to accurately respond to inquiries and account requests
Effective organizational, planning and time management skills
Effective research, analytical, and problem solving skills
Effective skill building effective relationships through rapport, trust, diplomacy and tact
Effective skill exercising initiative and using good judgment to make sound decisions
Effective skill maintaining composure in a high production and changing environment
Effective skill navigating multiple screens and PC applications and adapting to new technologies
Effective skill performing mathematical calculations and working accurately with numbers
Effective verbal and written communication skills
Desired Qualifications
Experience in member/customer service preferably in a call center, retail banking or financial institution
Experience in working in a credit union environment
Hours: Available Monday - Saturday, hours based on business needs.
Location: 1240 East 9th Street 2663, Cleveland, Ohio 44199
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at
.
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$25k-32k yearly est. 3d ago
FCBank, Universal Associate, Full Time
Fcbank 3.9
Fcbank job in Fredericktown, OH
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
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