Finance service representative jobs in Columbus, OH - 1,267 jobs

Banking Financial/Operations Analyst - Contract Opportunity. Recent Grads are more than welcome! Duration: 12-month contract Pay: $19-$20/hour on W2 Full Time Are you a recent graduate in Finance, Accounting, Economics, or a related field looking to kick-start your career? We're seeking a Financial/Operations Analyst with 6 months to 2 years of experience (internships count!) to join the team of a leading investment banking firm. Ideal Candidate: ✔ Recent grad with a Bachelor's in Business (Finance, Accounting, Economics, or related). ✔ Experience or internship in banking or financial services is highly preferred. ✔ Strong analytical, communication, and organizational skills. What You'll Do: Support financial and operational processes. Handle incoming phone calls related to service inquiries on Brokerage accounts Provide accurate and efficient responses while meeting key performance metrics Support customers with: Brokerage Cash Management products and services Brokerage Online platform (client website) Mobile app assistance General account and financial-related questions Deliver professional, high-quality, and world-class customer service Work effectively in a fast-paced, team-oriented environment Multi-task and adapt quickly in a busy financial service center Why Join Us? Gain valuable experience with a leading financial institution. Plus, there's a possibility to convert to a permanent position after the contract period! Apply now to take the first step in your career!

Columbus OH | Customer Service Representative - Full Time This is an in-person role. We're hiring Customer Service Representatives to support our clients face-to-face at live events and retail activations. You'll be the first point of contact for customers, welcoming them, answering questions, and ensuring they have a great experience. If you have a background in retail, hospitality, or customer service, you'll thrive here and if you don't, we'll train you from the ground up. What You'll Do Greet and assist customers in person Answer questions about products and services Guide customers through sign-ups or sales Work alongside a supportive team to meet goals What You Get Weekly pay: base + weekly bonuses Full-time schedule (Monday-Friday, in person) Paid training and coaching from experienced leaders Benefits after qualifying period A clear path to promotions and leadership If you're energetic, reliable, and people-focused, we want to meet you. Apply now, interviews this week.

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As a Representative, you'll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Additionally, you'll effectively interpret and articulate marketing strategies when communicating with customers. Key Responsibilities: Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing. Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need. Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper. Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Nationwide policies, firms, plan documents and state and local laws. Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract. Analyzes problems to determine proper course of action, striving for first time final resolution. When necessary, works with internal partners to resolve escalated issues. Integrates lean methodology into daily interactions through problem-solving meetings and team huddles. Develops and grows through monthly individual meetings with leadership to set in place a career path strategy. Setting goals and expectations to achieve success in the role as well as future opportunities. May perform other duties as assigned. Education: High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred. License/Certification/Designation: ChFC, CLU, other industry designations desirable FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system. Experience: One year of experience in customer service, sales related occupations. Knowledge, Skills and Ability: Knowledge of various insurance products and the sales process. Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states. Understands the consequences of not following the FINRA rules and regulations. Excellent verbal and written communication skills to effectively communicate with others. Proficiency with computers and common office software. Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers. Other criteria, including leadership skills, competencies and experiences may take precedence.

Back 63d Associate Private Banker - Private Banking COL #31-8231 Columbus, Ohio, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Henderson Rd. OH. Market Columbus Work Hours per Week 37.5 Requirements Minimum of 2 years of private banking, retail banking management, consumer and/or commercial lending experience. Bachelor's degree in business, Finance or Accounting is preferred. Job Description Summary Responsible for providing full-service banking to high-net-worth individuals. Essential Function Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Essential Duties and Responsibilities Meet the credit and depository needs of high-net-worth customers. Call on current customers and prospects to develop new business by promoting bank services and products. Cross-sell all other retail products as well as personal trust, investment management, investment products, financial and estate planning services. Represent the bank in civic, community, and industry function to network and develop additional business. Keep informed of current economic and market conditions and legislation that may affect customer relationships and department banking activities. Assist experienced staff in managing existing book of business Licenses & Certifications Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Technical Skills Proficient in Microsoft Office products including Outlook, Word and PowerPoint. Ability to become proficient in various other systems. Other Skills and Abilities Working knowledge of commercial lending, consumer lending and retail services as it relates to loan policies, documentation, underwriting, and regulatory guidelines. Working knowledge of account opening policies and procedures. Understanding of regulatory guidelines. Working knowledge of the loan application and loan approval process. Working knowledge of credit analysis and lending functions. Knowledge of financial ratios and business principles. Knowledge of financial planning. Familiarity with fiduciary principles and prudent investing concepts. Basic knowledge of income, estate and gift tax principles. Candidate with ties to the area or knowledge of the local market (preferred). Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers. Willingness to learn new skills under guidance of Private Banking team lead. Excellent team player. Willingness to provide a level of service which will clearly differentiate us from our competitors. Full-Time/Part-Time Full-time Area of Interest Wealth Management All Locations Columbus, Ohio, United States

The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Business Development Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to: Call Planning and Follow-Up Client Retention Calls New Client Prospecting Outbound Telephone Calling Efforts Networking Events Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals. Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment. Source and build new business relationships. Credit Acumen Complete understanding of all business credit facilities including, but not limited to: Structuring proper terms and product based on business need, useful life and business growth. Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential. Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy. Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations. Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities. Able to balance business needs with customer requests while managing potential risk to the bank. Adheres to Seacoast Bank's Code of Conduct. Acts as a mentor to junior level SBA Lenders within Seacoast Bank. Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed. EDUCATION and/or EXPERIENCE: High School Diploma or equivalent required. College degree in a financial related discipline preferred. 5+ years of directly related SBA experience preferred. 10+ years in business development and/or financial services experience required. Demonstrate excellent communication (written and verbal) and interpersonal skills. PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1 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.

The Customer Service Representative supports Thermoid's customers by providing accurate product and service information, processing orders, resolving delivery and service issues, and coordinating closely with internal teams. This role requires strong verbal communication skills, confident phone interaction, and excellent time management to ensure daily tasks are completed accurately and on schedule. The ideal candidate is proactive, motivated, and eager to take on additional responsibilities to support team success. Principal Duties and Responsibilities: Customer Support & Order Processing • Answer customer questions by phone and email, requiring clear, confident verbal communication and a professional demeanor. • Process customer orders and respond promptly to sales and service inquiries. • Provide accurate quotes and lead times for new and existing products. • Maintain customer records with up-to-date account information. • Assist in resolving customer credit issues and documentation needs. Customer Outreach Responsibilities • Conduct proactive outreach, with an emphasis on phone-based communication, to follow up on open orders, quotes, delivery timing, backorders, and general service needs. This outreach is essential to driving excellence in customer service, strengthening customer relationships, and ensuring customers receive clear, timely, and accurate communication throughout the order lifecycle. • Document all outreach interactions accurately in D365 per established company standards. • Support Thermoid's Customer Outreach Program by completing required weekly outreach activities. Issue Identification & Resolution • Clarify customer complaints or delivery issues, determine root cause, and recommend the best solution. • Coordinate internally to expedite corrections, adjustments, or order updates, ensuring timely follow-up. • Initiate paperwork including credits, complaints, RMAs, and internal requests on behalf of customers. Administrative Responsibilities • Perform clerical tasks such as filing, data entry, correspondence, and document preparation for the sales and service departments. • Ensure accurate and consistent communication across Manufacturing Operations, Scheduling/Planning, Quality, Engineering, Finance, Sales, and Marketing. Performance & Team Responsibilities • Demonstrate strong time management and ensure daily tasks are completed consistently and accurately. • Work with a high degree of motivation and ownership; proactively seek opportunities to take on additional responsibilities that support the team. • Participate in improving workflow, customer experience, and cross-departmental communication as business needs evolve. Experience and Education: • Associate's Degree preferred; equivalent experience considered. • Minimum of two years of customer service experience preferred, ideally in a manufacturing or industrial setting. • Friendly, helpful, customer-focused approach with strong problem-solving skills. • Proven attention to detail, accuracy, and consistency in following procedures. • Strong time-management, task prioritization, and organizational abilities. Technical Skills: • Proficiency with Microsoft Office, especially Outlook and Excel. • Strong verbal and written communication skills; high comfort level handling phone-based customer interaction. • Ability to perform basic math and geometry calculations. • Experience with ERP or order-entry systems; ability to learn new systems quickly (D365 preferred but not required). • Solid administrative and documentation skills. Organizational Relationships: • Reports to: Customer Service Manager • Internal communication with: Manufacturing Operations, Quality, Planning/Scheduling, Engineering, Finance, Sales, and Marketing. • External communication with: Customers and distributors to maintain strong partnerships and support coordination. HBD Industries is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. HBD NOTICE OF COLLECTION - CALIFORNIA - December 2022 Please click on this link to view the notice.

Central Ohio Appliance Repair Inc. is currently interviewing for an experienced Customer Service Representative (CSR) A History of Excellence in Appliance Repair & Service in Columbus and the Central Ohio Area Central Ohio Appliance Repair, a Family-Owned- and-Operated business, has been the leader in servicing residential kitchen and laundry appliances in the Columbus Ohio area since 1975. We are the highest rated appliance repair company in the Columbus Ohio area for customer satisfaction and affordability, and proud of our A+ rating with the BBB and Angie's List. As a Customer Service Representative, you are a key member of the team and represent our members on client support calls. You are responsible for handling service requests and customer complaints. Exemplifying our code of values, you show respect and courtesy to all customers and employees.This position is right for you if you are self-motivated, energetic, and enjoy helping people. Ideally you are driven to provide the highest level of customer service and satisfaction and able to effectively manage a variety of situations on a day-to-day basis. Specific Responsibilities: Receive incoming calls in professional and courteous manner Perform marketing and sales functions to sell additional work and earn business Complete work orders, return customer calls, and respond to customer issues Perform other duties as needed which may include cross-training in related positions Job Requirements: Minimum two years admin experience Strong written and verbal communication skills Detail-oriented with strong data entry skills Positive Attitude Team player who can work independently Benefits: Medical, Dental, Vision Insurance Paid Vacation and Paid Holidays We are actively interviewing for this position - Apply today and our hiring manager will follow up! We are a growing company with the ability to move up and grow within the company. If you're interested in a promising career in an ever changing and challenging industry, please contact us so we can discuss your future with Central Ohio Appliance Repair Inc. Compensation: $15.00 per hour Central Ohio Appliance Repair has an A+ rating with the Better Business Bureau, and is the proud recipient of the Angie's List Super Service Award for 2003, 2005, 2006, 2008, 2009, 2010 and 2013. This award is in recognition of the quality of our work and the sustained dedication to our customers' interest. We are proud of our status in the community and our accomplishments. This business is independently owned and operated. Your application will go directly to the independent business, and all hiring decisions will be made by the management of said business. All inquiries about employment at this location should be made directly to the location, and not to the United Appliance Servicers Association.

Headquartered in the heartland, Copper Run is a different kind of investment bank. We focus exclusively on middle market transactions, providing buy-side and sell-side M&A advisory on deals between $10M and $250M. We pride ourselves on delivering Wall Street execution for our clients while remaining grounded in solid Midwestern values. Our clients include top-tier private equity firms, sponsor-backed companies, and middle market businesses. Our firm is continuing to grow and is always looking for bankers who can immediately help execute on our excess deal flow as well as support our business development. QUALIFICATIONS Experience in investment banking, commercial banking, corporate finance, or similar fields A track record of: Sourcing Deals - including the ability to originate leads, market the firm to the potential client, and manage the engagement letter negotiation process Marketing Deals - utilizing strong communication skills and the eagerness to personally contact potential counterparties for deals Completing Transactions - including the ability to compile marketing materials, structure transactions, and successfully negotiate transactions, especially through the inevitable roadblocks Capable of effectively leading multiple day-to-day client relationships with the CEOs/business owners over long periods of time and multiple client engagements Ability to market transactions to private equity firms, strategic buyers, etc., with the ideal candidate already possessing solid relationships with said parties but not mandatory Self-motivated, personable (both with clients and colleagues), enjoys networking, and has a strong work ethic Ability to have fun FINRA Series 79, 7, and 63 a plus but not mandatory to start EEO STATEMENT (Equal Employment Opportunity) Copper Run is an equal employment opportunity employer. We welcome all applicants and evaluate each on the basis of job qualification. We do not consider race, color, religion, gender, sexual orientation, gender identity, pregnancy, national origin, ancestry, citizenship, age, disability, genetic information, marital status, status as a covered veteran, status as a victim of domestic violence, or any other legally protected status in accordance with applicable federal, state, and local laws. This policy shall apply to all phases of the employment relationship including hiring, upgrading, promoting, disciplining, transferring, reducing in force, terminating, and compensating personnel. Furthermore, CR will provide reasonable accommodation.

Do your friends and co-workers refer to you as a people person? Have friends or people told you or suggested you go into sales? Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so we are looking for employees just like you in the ever-changing Sign Industry. As a FASTSIGNS Customer Service Representative, you will be the initial contact with current customers as well as prospective customers in our FASTSIGNS Center. You will work with customers in numerous ways such as email, telephone, in-person and at their place of business. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients. The sign industry is ever changing and dynamic. All you have to do is look all around and you'll see there are signs of all types everywhere. You will never be bored working in the sign industry as even the smallest of jobs up to very large projects are unique and highly customized. FASTSIGNS is the franchise industry leader with over 700 locations in many countries worldwide. We have the most extensive training programs both online and in-person in the industry. Working for FASTSIGNS will allow you to grow your personal and business skills. At FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service. Our ideal candidate for this position is someone who is outgoing, responsive, eager to learn and has the ability to build relationships. Great listening skills, documentation and organization are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders and ensure timely delivery of finished orders. You will be involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center. We are not just looking for just anyone to fill this position, we are looking for someone that believes they are the best! We don't consider this position as an entry-level we consider the position a stepping stone for any individual who wants a career path and personal growth in their life. If you think you have what it takes to be successful in this dynamic industry we encourage you to apply. Are you that person? At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities. Are you ready to plan for your future? Discover your next career. Make your statement. Learn more by exploring the positions offered by FASTSIGNS centers. This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.

We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

Join our Business Banking Marketing Analytics team and help shape the future of digital marketing through data-driven insights. As a Quant Analytics Associate Senior, you will collaborate with talented professionals and senior stakeholders to optimize marketing investments and drive business growth. We offer a dynamic environment focused on innovation, career development, and continuous learning. Your expertise will enable us to deliver actionable solutions and foster a culture of high performance. Be part of a team where your skills and ideas make a real impact. As a Quant Analytics Associate Senior in the Business Banking Marketing Analytics team, you will deliver efficient, data-driven solutions to improve digital marketing performance across web and mobile channels. You will work closely with stakeholders to define business needs, analyze campaign effectiveness, and provide actionable insights. Your role will involve managing large datasets, developing interactive dashboards, and automating analytics processes. You will help drive informed decision-making and support a culture of innovation and continuous improvement. Your work will directly influence. The Business Banking Marketing Analytics team is dedicated to leveraging data to inform marketing strategies and optimize investments. You will collaborate with cross-functional teams, mentor team members, and contribute to talent development. Your responsibilities include managing analytics platforms, conducting market research, and designing A/B tests to evaluate marketing tactics. We value strong communication skills and the ability to translate complex analytics into clear recommendations. This is an exciting opportunity to join a high-performing team in a leading financial institution. Job responsibilities Collaborate with stakeholders to define business needs and deliver data-driven solutions for digital marketing performance Monitor, analyze, and optimize digital marketing campaigns across web and mobile channels Gather, synthesize, and report data from multiple analytics platforms to provide actionable insights Implement and manage tracking and analytics using tag management systems, maintaining documentation for solutions Conduct market and competitor research to inform digital marketing strategies Design and analyze A/B tests to evaluate marketing tactics and recommend optimizations Write and optimize SQL queries and stored procedures for data extraction and analysis Develop and maintain interactive dashboards and reports using data visualization tools Organize and label reporting elements, enhance ad-hoc reporting capabilities for broad user communities Mentor and coach team members, support talent onboarding and development Foster a culture of high performance and innovation Required qualifications, capabilities, and skills Bachelor's or Master's degree in a quantitative discipline (business, finance, economics, engineering, statistics, information systems, or mathematics) Five years of experience in data analytics, digital marketing analytics, web analytics, or data transformation and visualization Advanced skills in Excel and data visualization/dashboard creation using Tableau, Power BI, Google Data Studio, or Alteryx Strong database skills, including writing and optimizing SQL queries/scripts for data extraction and analysis Demonstrated ability to manage large, complex datasets and automate analytics processes across multiple data sources Solid understanding of IT processes, databases, and controls reporting Strong analytical, problem-solving, and communication skills Proficiency in web analytics platforms and SEO/SEM tools Flexibility and adaptability to listen, defend, or change direction based on consensus Superior judgment to mitigate risk and anticipate trends Self-motivated, goal-oriented, and able to deliver high-quality analytics solutions under strict timelines Proven ability to collaborate effectively with stakeholders and cross-functional teams Preferred qualifications, capabilities, and skills Experience in campaign analysis and performance optimization, ideally within financial services or consulting firms Proven ability to solve business problems using scientific analytics and translate data insights into strategies Strong knowledge of big data disciplines, AWS, Agile methodologies, and innovative technologies Experience with A/B testing platforms and tag management systems Experience conducting market and competitor research to inform digital marketing strategies Ability to communicate compelling stories from data, highlighting customer behaviors and trends Lifelong learner with a growth mindset, actively sharing knowledge with the team Excellent communication skills, able to collaborate with senior leaders to support decision-making

Job DescriptionAbout Us: The BeOnAir Network is an organization that instructs students in all areas of the broadcast industry to become the next generation of media professionals. Our brand promise is “Learn from a Pro to Become a Pro”; students are trained by broadcast media professionals working in the field. The organization operates seven campuses across Ohio, Illinois, Colorado, and Miami. Like all members of the BeOnAir Network staff, the Financial Aid Advisor is expected to project the organization's core values and core purpose. This position supports a college and creative culture and ensures graduates are fully ready for entry-level employment opportunities. A key role of the Financial Aid Advisor is assisting students with their financial aid eligibility. This individual is accountable for the one-on-one advising involved in ensuring students comply with their federal financial aid. The Financial Aid Advisor will work closely and in conjunction with the Admissions Departments to provide financial aid options for potential new students and complete their packaging on time. The Financial Aid Advisor is also responsible for meeting a monthly cash collection goal. Additional responsibilities may include participation in orientation, graduation, campus events, and various tasks. The Financial Aid Advisor must have extensive experience and judgment to plan and accomplish campus and department goals. Scorecard accountabilities: Financial Aid first-time appointments, applicants that enroll within five days, same-day financial aid estimate, students enrolled in auto debit/payer express, cash collected vs. cash due, title 4 drawdowns on time, complete student financial aid packaging promptly. Responsibilities: Meet prospective students and determine their eligibility for financial aid and other most appropriate tuition options, including payment plans or other financing options. At a student's first meeting with the Financial Aid advisor, the goal of the visit is to be able to achieve an estimate of Financial Aid eligibility as a result of the student completing the FAFSA and receiving the EFC in an email confirmation. If the student has already completed the FAFSA during this session, the student should assign the school OPEID code to their FAFSA so the school can proceed with packaging. A follow-up appointment is to be scheduled within 48 hours so the student can return to complete the FA process. After a student is packaged and all internal documentation is filled out, enroll the student in payer express to contribute to the campus goal. Set all students up in QuickBooks Campus and QuickBooks Cash Receipt with all pertinent information, and upload award letters into QuickBooks. Upload files for review by NFA and RFA through the enrollment cycle. Upload Term 2 files for review by NFA and RFA once SAP is received from Education Submit completed drop packet for review by NFA and RFA Complete a payment plan form to ensure auto payment authorization and specific payment dates. Program tuition/fees or approved packing is due for all students by the end of add/drop. Assist students who are flagged for verification to complete the verification process within 2 weeks of informing student of being selected for verification. If any packaging for a student results in more than an out of pocket $5000 balance as of the last day of the last term, then approval must be requested from the CEO prior to the student sitting in class or being counted as an enrolled student. Ensure packaging does not exceed 30 months. If any additional time, seek approval from the National Director of Financial Assistance and Planning (NDFAP). - Adhere to non- interest payment plan: only available to students who after borrowing from Direct and Plus loans still have a balance left on their account. Print and file student ledgers to confirm all pulls were received. Maintain compliant FA files to include all documents on checklist that relate to the first term. (This includes: Enrollment Agreement, ISIR, NSEstimate of FA, Signed Award, Entrance Counseling, MPN, Payment Plan, and any items flagged for verification and ledger card. For the second terms proof of SAP assessment, revised ledger card and before graduation Exit counseling.) Responsible for maintaining receipt of payments. Complete nightly bank deposits. Interact with students using phone, email, texts, social media channels, and one-on-one communication to ensure accounts are less than 30 days past due. FA Advisor must conduct a daily review of the aging reports and/ or internal tracking reports for payments due by active cohorts to manage meeting weekly cash goal. Join in on weekly one-on-one ledger reviews with NFA and RFA and send a follow-up email about any pending financial aid needing to be requested Ensure payments are collected and processed on the due date. (If a due date falls on the weekend, payment should be sought the Friday before.) Complete a weekly review of grads and drops on aging to ensure accounts are current. Execute MPN's by the end of the drop/add period. Conduct Entrance and Exit counseling as due. Follow up with pending financial aid students to ensure they have all information needed for their education decision to meet app to enroll weekly goal. Supervision Received: This is an independent position that reports to the Campus Director and National Director of Financial Assistance and Planning. Two mandatory weekly meetings takes place: 1) Financial Aid Advisor to discuss goals to actual achievements; 2) Staff Meeting. Supervision of Others This individual may supervise another financial aid advisor should campus needs require. Physical Demands In order to fully service the staff and student needs this position requires the employee to often physically move from department to department. This is not a sedentary position. Occasional lifting, bending and climbing stairs Frequent talking, listening, walking, sitting and standing Ability to perform multiple concurrent tasks and function in a fast-paced working environment Work Experience Requirements Three years of business experience, ideally within a financial aid/customer service background. May need to complete credit, criminal, and drug background checks successfully. Education Requirements 4-year college degree and/or experience equivalency. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Primary Responsibilities Primary Activities Set up and maintain accurate account details, contacts, and policy information in EPIC, CSR24, and Indio as applicable throughout the renewal process Coordination of loss runs & experience modifications as applicable Draft carrier submissions Support obtaining client online portal quotes Draft client proposals Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, etc. Attach, organize, and name documents in EPIC Create activities in EPIC and assign to applicable team member Ensure renewals are processed accurately and key data elements are managed appropriately Delivers audits to clients upon receipt Supports point of Escalation for Client Administration Call Center for the Following Activities (coordinated with outsourced services): Respond to client requests for changes Process endorsement with carriers or escalate for quotation of new lines of business or complex changes Follow-up for and deliver endorsements to clients upon receipt Respond to client requests for cancellation and escalate internally Coordinates the delivery of Proofs of Insurance Responds to client billing / payment questions Coordination of claim escalation Position Specific Skills/Qualifications Work Experience 3+ years' experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages Professional Licenses/Certifications Must hold state Property & Casualty insurance license Essential Skills/Competencies Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products. Able to understand new technology platforms quickly. Proficient in agency management systems (EPIC) and carrier sites Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues. Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs. Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects. Able to solve routine problems. Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them. Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service. Education College degree is preferred. Physical Demands & Working Conditions Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-HZ1

Job DescriptionBenefits: 401(k) matching Bonus based on performance Company parties Competitive salary Dental insurance Free food & snacks Health insurance Opportunity for advancement Paid time off Parental leave Training & development Vision insurance Position Overview I am a local State Farm Insurance Agent looking to hire an outgoing and customer-focused individual who enjoys working with the public. Do you aspire to some day run your own business, be an advisor looked to in your community, and lead a team? As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience. This development and mentoring can lead you in the right direction to better prepare you for a potential career as a State Farm agent. As part of this opportunity, you will learn from an experienced agent, see what it's like to run a business and help grow an agency. Responsibilities Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Use a customer-focused, needs-based review process to educate customers about insurance and financial options. Adaption of skills necessary to operate a business. As an Agent Team Member, you will receive... Health, Dental, and Vision Insurance Salary plus commission/bonus Life/Disability Insurance Benefits 401K with matching funds Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement within my agency Learning to market property/casualty, life, health and banking and financial products Setting sales and growth goals Working closely with the agent to gain an understanding of the agents role and office logistics Learning how to network effectively Qualifications Excellent communication skills - written, verbal, and listening Highly organized and detail-oriented Ability to build client rapport and establish relations Experience in sale preferred but not required Proactive in problem-solving Able to work in and manage a team environment Experience in Windows computer applications Able to coordinate and collaborate with others to achieve agency goals. Able to succeed in a fast-paced environment Able to obtain Property and Casualty License Able to obtain Life and Health License Able to obtain FINRA Series 7 and 63 Licenses Our Agency Adam Deel is a State Farm agent in Columbus, Ohio. We are a top ranked agency in the state of Ohio. Our work environment is fast-paced, team centric, and goal oriented. We focus on providing excellent training on the insurance industry while providing existing employees an opportunity to advance within the agency and State Farm. If you are ready to start your career in the insurance industry, our office would be a great home for you! Follow the next steps below to apply. Next Steps If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies agent selection process.

Mindlance is a national recruiting company which partners with many of the leading employers across the country. Feel free to check us out at ************************ Job Title : Customer Service Rep Job Location: 5151 Blazer Memorial Parkway, Dublin, OH 43017 Duration : 3 months Shift : Training - 8.30am - 5pm Then likely 2:30pm-11 pm with possibility of a Saturday included Job Description: Receive and place telephone calls. Perform data entry and use software programs. Maintain solid customer relationships by handling their questions and concerns with speed and professionalism. Must document all calls and evaluate each account to determine if further research is necessary. Responsible for providing world-class service to our customers in an accurate, efficient, and professional manner. Required to meet productivity standards as set forth by the management team; and identify and report trends in call drivers to management. Requires close attention to accuracy, performs independently, subject to practices and procedures. Qualifications CSR OR Call Center experience Additional Information Thanks & Regards, Mahesh Kumar | Team Recruitment | Mindlance, Inc. | W: ************ Email: ****************************

Join our Business Banking Marketing Analytics team and help shape the future of digital marketing through data-driven insights. As a Quant Analytics Associate Senior, you will collaborate with talented professionals and senior stakeholders to optimize marketing investments and drive business growth. We offer a dynamic environment focused on innovation, career development, and continuous learning. Your expertise will enable us to deliver actionable solutions and foster a culture of high performance. Be part of a team where your skills and ideas make a real impact. As a Quant Analytics Associate Senior in the Business Banking Marketing Analytics team, you will deliver efficient, data-driven solutions to improve digital marketing performance across web and mobile channels. You will work closely with stakeholders to define business needs, analyze campaign effectiveness, and provide actionable insights. Your role will involve managing large datasets, developing interactive dashboards, and automating analytics processes. You will help drive informed decision-making and support a culture of innovation and continuous improvement. Your work will directly influence. The Business Banking Marketing Analytics team is dedicated to leveraging data to inform marketing strategies and optimize investments. You will collaborate with cross-functional teams, mentor team members, and contribute to talent development. Your responsibilities include managing analytics platforms, conducting market research, and designing A/B tests to evaluate marketing tactics. We value strong communication skills and the ability to translate complex analytics into clear recommendations. This is an exciting opportunity to join a high-performing team in a leading financial institution. Job responsibilities + Collaborate with stakeholders to define business needs and deliver data-driven solutions for digital marketing performance + Monitor, analyze, and optimize digital marketing campaigns across web and mobile channels + Gather, synthesize, and report data from multiple analytics platforms to provide actionable insights + Implement and manage tracking and analytics using tag management systems, maintaining documentation for solutions + Conduct market and competitor research to inform digital marketing strategies + Design and analyze A/B tests to evaluate marketing tactics and recommend optimizations + Write and optimize SQL queries and stored procedures for data extraction and analysis + Develop and maintain interactive dashboards and reports using data visualization tools + Organize and label reporting elements, enhance ad-hoc reporting capabilities for broad user communities + Mentor and coach team members, support talent onboarding and development + Foster a culture of high performance and innovation Required qualifications, capabilities, and skills + Bachelor's or Master's degree in a quantitative discipline (business, finance, economics, engineering, statistics, information systems, or mathematics) + Five years of experience in data analytics, digital marketing analytics, web analytics, or data transformation and visualization + Advanced skills in Excel and data visualization/dashboard creation using Tableau, Power BI, Google Data Studio, or Alteryx + Strong database skills, including writing and optimizing SQL queries/scripts for data extraction and analysis + Demonstrated ability to manage large, complex datasets and automate analytics processes across multiple data sources + Solid understanding of IT processes, databases, and controls reporting + Strong analytical, problem-solving, and communication skills + Proficiency in web analytics platforms and SEO/SEM tools + Flexibility and adaptability to listen, defend, or change direction based on consensus + Superior judgment to mitigate risk and anticipate trends + Self-motivated, goal-oriented, and able to deliver high-quality analytics solutions under strict timelines + Proven ability to collaborate effectively with stakeholders and cross-functional teams Preferred qualifications, capabilities, and skills + Experience in campaign analysis and performance optimization, ideally within financial services or consulting firms + Proven ability to solve business problems using scientific analytics and translate data insights into strategies + Strong knowledge of big data disciplines, AWS, Agile methodologies, and innovative technologies + Experience with A/B testing platforms and tag management systems + Experience conducting market and competitor research to inform digital marketing strategies + Ability to communicate compelling stories from data, highlighting customer behaviors and trends + Lifelong learner with a growth mindset, actively sharing knowledge with the team + Excellent communication skills, able to collaborate with senior leaders to support decision-making Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Jersey City,NJ $104,500.00 - $150,000.00 / year

LabCorp is seeking a Customer Service Support Representative to join our team in Dublin, OH. This position will work with physician offices, hospital laboratories, patients and internal customers to ensure that all client needs are addressed accurately and efficiently. The Customer Service Support Representative will provide product education and handle a wide variety of questions while ensuring a world-class customer experience. The ideal candidate will be passionate about Customer Service and motivated to work with a customer centric team in an innovative company. **Pay Range: $18.40 - $22.00 per hour All job offers will be based on a candidate's skills and prior relevant experience, applicable degrees/certifications, as well as internal equity and market data. Work Schedule: Monday - Friday 9:00am- 5:30pm with rotating Saturday/Sundays/Holidays and OT as needed to meet dept. goals. Benefits: Employees regularly scheduled to work 20 or more hours per week are eligible for comprehensive benefits including: Medical, Dental, Vision, Life, STD/LTD, 401(k), Paid Time Off (PTO) or Flexible Time Off (FTO), Tuition Reimbursement and Employee Stock Purchase Plan. Casual, PRN & Part Time employees regularly scheduled to work less than 20 hours are eligible to participate in the 401(k) Plan only. For more detailed information, please click here. Job Responsibilities Act a liaison between Labcorp, the customer base and patients Resolve routine customer requests with products or services via inbound, outbound calls, or the Internet Speak with customers in a courteous, friendly, and professional manner using protocol procedures Inquire, clarify, and confirm customer requirements and understanding of the solution Provide additional customer education and information as needed Qualify and establish inbound new customers requesting Labcorp's products and services Work in multiple databases to research complex issues and questions Notify clients of test results in a timely and accurate manner Review test forms for accuracy and report any discrepancies Participate in activities designed to improve customer satisfaction and business performance Perform administrative support for medical record management, CRM data maintenance, and internal records to assure HIPAA compliance Requirements High School Diploma or GED equivalent required Associate's degree or higher is highly preferred Previous experience in a customer service role is preferred Experience working in a contact center/call center environment is preferred Prior healthcare industry, such as a physician's office or a hospital highly is a plus Knowledge of Microsoft Office suite is required Experience with Salesforce.com and/or Laboratory Information Systems is preferred Strong verbal and written communication skills and excellent ability to listen and respond Must be courteous with strong customer service orientation Excellent multitasking abilities required Strong flexibility and the ability to manage and adapt to changing priorities quickly Bilingual in English and Spanish highly desirable Labcorp is proud to be an Equal Opportunity Employer: Labcorp strives for inclusion and belonging in the workforce and does not tolerate harassment or discrimination of any kind. We make employment decisions based on the needs of our business and the qualifications and merit of the individual. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), family or parental status, marital, civil union or domestic partnership status, sexual orientation, gender identity, gender expression, personal appearance, age, veteran status, disability, genetic information, or any other legally protected characteristic. Additionally, all qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law. We encourage all to apply If you are an individual with a disability who needs assistance using our online tools to search and apply for jobs, or needs an accommodation, please visit our accessibility site or contact us at Labcorp Accessibility. For more information about how we collect and store your personal data, please see our Privacy Statement.

Job Description Ready to start a new career in the automotive industry? We're ready to invest in you! This is a great opportunity with hands-on training and dedication from our leadership team. Family-owned and operated since 1968, Tansky Sawmill Toyota has gained a prominent reputation for unmatched community involvement and the honest approach we take with our customers. We strive to offer our customers a valuable experience during each visit with us! If you have experience in retail sales, call center or any customer service role -- we want to talk to you! Responsibilities include but aren't limited to: Triage appointments and incoming customers Answer phones and direct inquiries to the proper department and follow up in a timely manner Calculate the customer's bill using the dealership's computer system Make changes accurately and issue receipts to customers Handle customer complaints diplomatically and refer complaining customers to the appropriate individual for resolution File Service Repair Orders Requirements: Excellent communication skills Basic accounting skills Detail-oriented Experience with Microsoft Office suite Automotive experience a plus Ability to communicate customers' interests, needs, and requests to management and sales personnel Professional personal appearance We Offer: Medical + Dental insurance 401k match program Paid training Paid time off