Finance service representative jobs in Miamisburg, OH - 950 jobs
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Customer Service Representative/ Administrative
LHH Us 4.3
Finance service representative job in Mount Orab, OH
Customer Service/Administrative Professional Type: Contract-to-Hire Schedule: M-F 1st shift Training: Must be onsite full-time until fully trained, hybrid After Training Dress Code: Casual LHH Recruitment Solutions is seeking a Customer Service/Administrative Professional for our client. This role is responsible for providing prompt, courteous, and knowledgeable supportfrom pre-sale inquiries through post-sale follow-up. The position includes administrative responsibilities, order support, and frequent communication with customers and internal teams.
Key Responsibilities
Customer Support & Order Administration
Secure price quotes and apply standard markup formulas to determine accurate selling prices
Research product information and respond to customer and dealer inquiries
Follow up on order progress and proactively provide updates
Resolve issues related to product quality, imprint errors, delivery delays, and other concerns
Process paperwork for order changes, additions, or cancellations
Communication & Interaction
Handle an average of 30 inbound calls per day
Respond to customer and internal tickets promptly and professionally
Maintain positive, supportive communication to ensure a strong customer experience
Problem Resolution & Administrative Processing
Investigate order and vendor issues, determine root causes, and implement solutions
Ensure documentation and order updates are accurate and complete
Maintain consistent follow-through on all open customer issues
Performance Competencies
Adaptability: Handles shifting priorities and multiple demands with professionalism
Collaboration: Works effectively with internal teams and accepts feedback constructively
Compliance: Follows established procedures and ensures accurate documentation
Conflict Management: Resolves disagreements calmly and diplomatically
Customer Satisfaction: Responds courteously and negotiates win-win outcomes when needed
Dedication: Demonstrates initiative, reliability, and a positive attitude
Organizing & Planning: Manages multiple priorities efficiently
Problem Solving: Identifies root causes and avoids premature conclusions
Sociability: Builds rapport and maintains professionalism in all interactions
Spoken Communication: Communicates clearly with individuals of diverse backgrounds
Qualifications
Previous customer service, administrative, call center, or order management experience preferred
Strong communication and interpersonal skills
Ability to multitask in a fast-paced environment
High level of accuracy and attention to detail
Comfortable navigating multiple computer applications
Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements
Pay Details: $18.00 to $20.00 per hour
Search managed by: Bianca Kimble
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance Act
Los Angeles City Fair Chance Ordinance
Los Angeles County Fair Chance Ordinance for Employers
San Francisco Fair Chance Ordinance
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$18-20 hourly 1d ago
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Customer Service Representative
Vernovis 4.0
Finance service representative job in Cincinnati, OH
Job Title: Business Service Center Advocate
Who We Are:
Vernovis is a Total Talent Solutions company that specializes in Technology, Cybersecurity, Finance & Accounting functions. At Vernovis, we help these professionals achieve their career goals, matching them with innovative projects and dynamic direct hire opportunities in Ohio and across the Midwest.
Come join us:
Vernovis is looking for a Business Service Center Advocate who will serve as a key support resource for our clients treasury management products, acting as a primary point of contact for business clients and internal partners. You will support inbound inquiries, research and resolve issues of varying complexity, and provide guidance on system capabilities and product usage while delivering a high level of customer service. The role requires taking full ownership of issues from start to finish, staying current on products, policies, and compliance requirements, and escalating more complex matters as needed, all while operating effectively in a fast-paced, call-driven environment.
What You'll Do:Respond to inquiries relating to bank products and services.
Inquiries may come from business or Treasury Management clients of the bank or may be internal from Treasury Management Officers, Branch Staff, or other business partners.
Remain current on products, services, policies and procedures for the department.
Resolve issues with varying degrees of complexity through account research and utilization of support materials and resources.
Escalate requests requiring additional knowledge or expertise as defined by department leadership.
Responsible for accepting incoming calls (call volume varies and may be high during peak times) from business clients and internal employees to answer questions, resolve issues, and educate on system capabilities all while delivering exceptional customer service.
Accepts ownership of problem resolution from start to finish for issues presented by clients and internal employees alike.
Performs a variety of additional support functions as assigned by leadership.
What You'll Have:1-3 years of Customer Service experience
Basic knowledge of Word & Excel Basic Computer Skills
1-3 years of Deposit Operations or Cash Management experience or Bachelor's Degree
Prior banking experience preferred but not required
Prior clerical/data entry experience preferred
Must be self-motivated and ability to work independently.
The Vernovis Difference:
Vernovis does not accept inquiries from Corp to Corp recruiting companies. Applicants must be currently authorized to work in the United States on a full-time basis and not violate any immigration or discrimination laws.
Vernovis provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
$27k-35k yearly est. 4d ago
Customer Service Rep - Call Center
Vaco By Highspring
Finance service representative job in Springdale, OH
Team members in this customer support center are responsible for engaging with clients across multiple service channels, including incoming phone calls, email, social media, and online chat. Staff are expected to maintain a positive, professional presence while meeting or exceeding customer expectations.
Essential Functions / Responsibilities
Respond to customer questions regarding various banking products and services, received through call-routing systems or digital communication channels such as email, social media, and online chat.
Identify and act on sales opportunities by referring clients to the appropriate sales team members.
Stay up to date on current products, services, policies, and procedures.
Address and resolve customer inquiries or concerns related to any loan product offered.
Research customer accounts and use available support tools to resolve issues efficiently.
Accurately complete account transactions and maintenance activities.
Aim for first-contact resolution for customer questions, issues, and service needs.
Escalate situations that require specialized knowledge or additional expertise, following department guidelines.
$27k-35k yearly est. 3d ago
Proprietary Equity Trader
T3 Trading Group 3.7
Finance service representative job in Dayton, OH
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$77k-143k yearly est. Easy Apply 60d+ ago
Short Term Trader/Dispatcher I
AES Clean Energy 4.8
Finance service representative job in Dayton, OH
Are you ready to be part of a company that's not just talking about the future, but actively shaping it? Join The AES Corporation (NYSE: AES), a Fortune 500 company that's leading the charge in the global energy revolution. With operations spanning 14 countries, AES is committed to shaping a future through innovation and collaboration. Our dedication to innovation has earned us recognition as one of the Top Ten Best Workplaces for Innovators by Fast Company in 2022. And with our certification as a Great Place to Work, you can be confident that you're joining a company that values its people just as much as its groundbreaking ideas.
AES is proudly ranked #1 globally in renewable energy sales to corporations, and with $12.7B in revenues in 2023, we have the resources and expertise to make a significant impact as we provide electricity to 25 million customers worldwide. As the world moves towards a net-zero future, AES is committed to meeting the Paris Agreement's goals by 2050. Our innovative solutions, such as 24/7 carbon-free energy for data centers, are setting the pace for rapid, global decarbonization.
If you're ready to be part of a company that's not just adapting to change, but driving it, AES is the place for you. We're not just building a cleaner, more sustainable future - we're powering it. Apply now and energize your career with a true leader in the global energy transformation.
The Short-Term Trader/Dispatcher I is in charge of the strategic management of AES generation assets in the Day-Ahead and Real-Time energy markets within various Regional Transmission Organizations (RTOs)/Independent System Operators (ISOs).
This is a role within AES Clean Energy Market Operations and is a 24X7 operation. Employees will work abnormal schedules which include nights, weekends, and holidays. Personal flexibility to adjust schedules as needed is fundamental.
This position is posted as a range of I-II. Qualifications, education and experience will be considered in resolving appropriate grade level.
Duties and Responsibilities:
Handling the Day-Ahead and Real-Time operations of the AES Clean Energy Portfolio.
Dispatching generation based upon economic conditions and operational constraints.
Developing load and wind generation forecasts.
Scheduling the Day-Ahead bidding of power into the respective RTO/ISO market.
Monitoring and analyzing market information to identify dispatching and trading opportunities to increase profitability.
Monitoring weather forecasts within various RTO/ISO markets.
Running dispatch and trade decisions with a continuous focus on balancing risk versus return to produce maximum profitability.
Coordinating unit availability, outage schedules, unit start-up and shutdown times, and communicating all vital information to commercial operations, plant personnel and the respective RTO/ISO.
Ensuring compliance with AES Risk Management Policy.
Verifying transactions and settlement information and resolve discrepancies as needed.
Education/Experience
Short-Term Trader/Dispatcher I:
Bachelor's degree, preferably in Business, Engineering, Finance, or a computer-related field.
0-2 years of energy experience preferred. Desired areas of expertise: power generation coordination and marketing, real-time scheduling and dispatch, or power trading.
PJM Generation Certification preferred. If not certified, must have ability to become certified within six months.
Knowledge/Skills
Knowledge of the wholesale power market.
Knowledge of multiple RTOs/ISOs (PJM, CAISO, ERCOT, ISONE, NYISO, MISO).
General knowledge of FERC and NERC rules and regulations preferred, but not required.
Excellent interpersonal skills.
Strong attention to detail.
Ability to work independently and tackle problems with limited supervision.
AES is an Equal Opportunity Employer who is committed to building strength and delivering long-term sustainability through diversity and inclusion. Respecting all backgrounds, differences and perspectives enables us to improve the lives of our people, customers, suppliers, contractors, and the communities in which we live and work. All qualified applicants will receive consideration for employment without regard to sex, sexual orientation, gender, gender identity and/or expression, race, national origin, ethnicity, age, religion, marital status, physical or mental disability, pregnancy, childbirth, or related medical condition, military or veteran status, or any other characteristic protected under applicable law. E-Verify Notice: AES will provide the Social Security Administration (SSA) and if necessary, the Department of Homeland Security (DHS) with information from each new employee's I-9 to confirm work authorization.
$86k-130k yearly est. Auto-Apply 60d+ ago
Consider Me For a Future Role
Madtree 3.8
Finance service representative job in Cincinnati, OH
Love MadTree? Want to be part of our team? We'd love to hear from you-even if we don't have any open positions right now! With beautiful spaces in Oakley, Over-the-Rhine, and Summit Park in Blue Ash, we're constantly looking for great people to add to the team.
Here's what you can do:
Tell us what kind of job you'd like at MadTree
Share your resume or story with us!
Don't worry if you don't have a resume. We want to know about you! You can:
Tell us in your own words why you're excited to work at MadTree
Share any skills or hobbies that you think would make you great for our team
Describe a time when you worked hard to achieve something
Tell us about your favorite MadTree experience
We'll keep your information handy, and if something comes up that seems like a good fit, we might reach out!
While we can't guarantee when opportunities will open up, making a connection now means you'll be on our radar when they do.
Ready to connect? Hit that "Apply Now" button and let's get started!
About MadTree
Founded in 2013, MadTree is an award-winning brewery that's rooted in Cincinnati and planted in purpose. Driven to craft great beer - but more importantly - build a business dedicated to doing good, MadTree protects and celebrates nature while reducing impact on the environment. MadTree is a B-Corp certified company and proud member of 1% for the Planet with a commitment to donate 1% of sales to local, sustainable nonprofits. MadTree strives to create warm and welcoming experiences, exceed expectations, and most importantly, plant a better community. They put purpose in every pour and raise a glass to doing things differently. Cheers.
We are MadTree. Rooted in Cincy. Planted in Purpose.
BENEFITS AND PERKS AT MADTREE
MadTree offers all team memebers the following perks and benefits:
Discounted food, beverage, and merch
Quarterly MadTree gift card allowance
401(k) retirement plan with company match
FREE in-person or video therapy sessions (8 sessions per mental health need)
UNLIMITED FREE text-based therapy services
Paid Volunteer Time
In addition to the above, all full-time employees also receive…
Paid Time Off
Subsidized Medical and Dental insurance
Voluntary vision, life, and disability insurance
MadTree is committed to building a diverse, equitable, and inclusive workforce that is rooted in Cincy and planted in purpose. We offer a competitive compensation package plus great benefits like subsidized health insurance, free mental health support, a retirement plan with a match, paid time off, and many other great perks.
$84k-153k yearly est. 60d+ ago
Financial Services Representative
Warsaw Federal Savings & Loan Association
Finance service representative job in Cincinnati, OH
The Universal Banker is the core role within the retail branches. There are 3 levels within the Universal Banker job family with progressive responsibilities. All Universal Bankers provides exceptional front line customer service and sales within the branch.
The Universal Banker 3 supervises assigned employees and is regarded as senior member of retail team. Is able to perform all Universal Banker job duties, including advanced functions, with accuracy and reliability. Serves as back-up to Branch Leadership as needed.
Duties and Responsibilities:
Provides excellent customer service by processing customer transactions and handling account maintenance; answers customer inquiries both in person and on the telephone including Customer Relationship Center Support; follows-up with customers as necessary.
Supervises assigned employees, provides direction, coaches, trains and develops, and manages performance to company goals and expectations.
As needed and assigned, assists the Branch Manager in managing the specified bank branch; completes bank schedules; ensures reports are completed; ensures policies and procedures are being followed; delegates branch staff duties; maintains acceptable level of non-sufficient fund fee waivers as determined by management; approves and performs customer transactions; opens and closes the branch; oversees maintenance and security of facility; resolves customer complaints.
Serves as subject matter expert and is able to perform all branch operational duties as needed including wire transfers, Notary duties, check verifications, teller line activities, all account opening and closing, vault maintenance, cross-sales and referrals. Performs advanced banking duties including handling escalated customer complaints, responding to lending product/rate inquiries, taking consumer loan applications and completing required disclosures, and handling loan closure processing and communications.
Handles assigned branch administration and oversight duties including report generation, monitoring and interpretation; completion of branch audits; and vendor management (including selection, relationship management, performance metrics and accountability).
Understands and strives to meet individual, team and branch performance metrics and sales goals. Facilitates teamwork and shared responsibility for success. Participates in and may lead team meetings, completes all assigned training and leads staff training as necessary. Learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system, online service procedures, wire transfer certification, and Webcapture system.
As directed, acts and branch and company representative by attending meetings (inside and outside of the organization), participating in community events and engaging in industry associations.
May float to other bank branches as needed.
Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations.
Other Duties as assigned.
The duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. All job descriptions may be amended at any time at the sole discretion of FMHC.
We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Requirements:
Qualifications and Skills:
3-5 Years of banking experience is required. Experience must include cash handling and customer service.
Experience as a supervisor, mentor or team leader is required.
Strong understanding of banking laws and regulations is required.
Notary Public is required.
NMLS number is required.
High School Diploma or equivalent is required.
Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred.
Driver's license is required.
Necessary competencies:
Active Listening
Change Champion
Coaching
Confidence
Critical Thinking
Delegation
Communication
Organizational Savvy
Physical Environment:
While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak.
The employee must occasionally lift and/or move up to 25 pounds.
The noise level in the work environment is usually quiet to moderate.
This position is performed in a retail bank setting.
Employee must be able to work days and hours that branch is open including weekends and overtime as needed.
PIf988dea2d9ad-31181-39173399
$26k-41k yearly est. 8d ago
Part Time Associate Banker Cincinnati North (30 Hours)
JPMC
Finance service representative job in Cincinnati, OH
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
$36k-77k yearly est. Auto-Apply 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Ashley Himes-State Farm Agent
Finance service representative job in Springfield, OH
Job DescriptionBenefits:
Simple IRA
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a FinancialServicesRepresentative - State Farm Agent Team Member with Ashley Himes - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with state regulations.
QUALIFICATIONS:
Prior experience in financialservices preferred.
Analytical and communication skills.
Able to make presentations to customers.
Life/Health insurance license (must be able to obtain, current licensees preferred).
FINRA Series 65 or 7 (must be able to obtain, current licensees preferred).
$26k-43k yearly est. 10d ago
OH-Financial Services Sales Representative (1099)
Tomorrow's Recruiting
Finance service representative job in Cincinnati, OH
FinancialServices Sales Representative (1099) Cincinnati, OH
Part-Time or Full-Time | Flexible Schedule | Unlimited Earning Potential!!!
Take control of your career and income while helping families achieve financial freedom. Cameron Howell & Associates-Primerica FinancialServices is seeking motivated individuals ready for a career change or supplemental income. This role is perfect for teachers, nurses, retail professionals, or anyone looking to start fresh with a flexible, entrepreneurial opportunity.
What Youll Do
Connect with individuals and families to provide financial solutions
Provide education on life insurance, investments, and retirement planning
Grow your business through referrals, networking, and community engagement
Participate in training and mentorship programs to earn professional licenses
What We Offer
Flexible schedule with part-time or full-time options
Unlimited income potential based on performance
Comprehensive training and licensing support
Career advancement opportunities within a nationwide organization
Supportive team environment focused on growth and impact
Who You Are
Self-motivated and entrepreneurial
Passionate about helping others and building relationships
No prior financial experience required
Start building your business, impacting lives, and achieving financial freedom with Cameron Howell & Associates-Primerica FinancialServices.
$26k-41k yearly est. 60d+ ago
Financial Sales Representative - Full-Time
Olympic Recruiting Agency
Finance service representative job in Olde West Chester, OH
Job Vacancy: Financial Sales Representative
Company Name: Team Unstoppable
Job Type: Full-time
Salary Range: Commission-based
Terms: No prior experience is required, training will be provided.
Specific Terms:
Excellent communication and interpersonal skills
Ability to learn and follow scripts and sales procedures
Must be a resident of the Cincinnati, Ohio area.
Knowledgeable in insurance products, financial planning, and investment strategies
Comfortable with making outbound sales calls and conducting virtual appointments
Willingness to continuously learn and adapt to changes in the industry
Must Obtain a Life Insurance License, training provided
Team Unstoppable, a leading financialservices company, is seeking an Insurance Agent/Financial Adviser to join our team in West Chester, Ohio. As an Insurance Agent/Financial Adviser, you will be responsible for providing financial guidance and insurance solutions to help clients achieve their financial goals.
In this role, you will work with a diverse client base and build lasting relationships. You will also have access to a wide range of resources and support to help you succeed, including ongoing training and development programs.
To be successful in this position, you should have excellent communication and interpersonal skills, and the ability to learn and follow scripts and sales procedures. Additionally, you should be knowledgeable in insurance products, financial planning, and investment strategies, and comfortable with making outbound sales calls and conducting in-person appointments.
If you are a life insurance sales professional, a veteran, have experience in sales, marketing, or finance, or just love working with people, apply today.
If you want a unique and rewarding opportunity to work remotely with a winning team, apply now with Team Unstoppable.
We look forward to hearing from you!
$54k-78k yearly est. 60d+ ago
Private Banker
Cfbank 3.7
Finance service representative job in Cincinnati, OH
We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we've been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business.
About the role:
While encompassing the traditional transactional responsibilities, this position is also expected to be a sales leader and mentor to other client service staff and to lead initiatives assigned by Management. As the front-line staff, those in this position are often the first point of contact for existing and potential customers, requiring strong interpersonal skills and a dedication to customer service.
What you'll do:
* Develop business and generate meaningful growth through inside and outside sales.
* Act as a liaison between lines of business to effectively cross-sell and deliver exemplary products and relationship servicing to new and existing clients.
* Provide excellent customer service throughout the client relationship, coordinating with other departments to find satisfactory resolutions where needed.
* Serve as a knowledgeable resource to both staff and customers, possessing a deep understanding of banking fundamentals as well as CFBank services, products, and compliance requirements.
* Conduct a wide range of daily customer transactions as needed including check cashing, deposits, withdrawals, IRA transactions, HSA transactions, loan payments, opening, and closing deposit accounts, ATM balancing, customer access to safe deposit boxes, and other transactions on deposit accounts, while operating within procedural guidelines and compliance requirements.
* Help to ensure branch compliance, assisting with internal and external audits as needed.
* Comply with internal security policies and procedures and maintain customer confidentiality at all times.
* Adhere to all regulations, policies, and record-keeping requirements.
Desired Qualifications:
* High school diploma or general educational degree (GED) with some banking/finance experience or education preferred.
* Strong prior experience in product knowledge and cross-selling performance expected with position
* Willing to register and maintain a registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements
* Expected to acquire and maintain proficiency in the bank's policies and procedures, and adhere to all laws, rules, and regulations that are applicable to conduct, and the work being performed.
* Proficient computer skills are required and the ability to learn various Banking Software programs.
* Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
* Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing
* Must have excellent organizational skills and the ability to multi-task and to be flexible.
What We Offer:
* Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility.
* Professional development opportunities including educational/training opportunities
* "Accelerated" 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3 year vesting
* Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!)
* Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources
* One of the most collaborative environments you'll find, with a team of hard-working mutually invested professionals who are excited about shared success
$23k-27k yearly est. 35d ago
Patient Financial Services Specialist (.8 FTE)
Lindner Center of Hope 4.5
Finance service representative job in Mason, OH
Patient FinancialServices Specialist FTE: .8 (32 hours) Req: 1664 About Us: The Lindner Center of Hope is a nonprofit, comprehensive mental health center and global leader offering state-of-the-science diagnosis and treatment of the most pervasive mental illnesses of our time.
One of the first centers designed as a fully integrated system of care to address deficiencies in mental health care as identified by the Institute of Medicine.
Innovative residential assessment, inpatient and outpatient programs in partnership with UC Health serving more than 54,660 patients from around the world.
A leader in research and collaborations that are advancing the field and positioning Cincinnati as a national leader in mental health care.
We embrace the many talents, skills, and experiences our employees bring to Lindner Center of Hope. Everyone is encouraged to use their unique gifts to express ideas, make meaningful contributions to our programs and genuine connections with patients and family, as well as strengthen donor, referrer and community relations. At Lindner Center of Hope, you'll have the opportunity for a consistently rewarding career, working for an organization that shares your desire and ability to make a demonstrable difference in the lives of people living with mental illness. Position Summary: The Financial Counselor serves as the primary contact for patients and families regarding financial assistance, insurance coverage, authorizations and preservice payment. Major Duties and Responsibilities: This position is responsible for conducting financial interviews with inpatients, residential patients, and any outpatients. The Financial Counselor works with health insurance providers to determine coverage and benefit levels and provides information regarding hospital payment options and financial assistance programs. Completes necessary forms in accordance with hospital policies.
Meets with patients admitted during the business day to complete the formal admission into the EMR system by collecting and verifying patient demographic and insurance information. Will also take the patient's picture and save the image in the EMR system to be used on the patient face sheet and wristband as dictated by department protocol.
Obtains the appropriate signatures on consents and assignment of benefits. Scans insurance cards, picture ID, and other appropriate documents into the document imaging system.
If patient presents with new insurance, assists with insurance eligibility and benefits verification electronically.
Contacts the patient or responsible party by phone to complete pre-registration and obtain or verify all demographic and insurance information making updates or corrections in the patient account system as appropriate. Screens for medical necessity and completes the Medicare Secondary Payer Questionnaire for all Medicare patients during the pre-registration process.
Calls applicable insurance companies to obtain facility and professional mental health, substance abuse and eating disorder benefits. Accurately documents insurance benefits and patient's financial liability in the appropriate fields of the patient account system.
Alerts team members to any insurance coverage issues immediately. Follows up with patient/patient representative until resolved.
When loading benefits, performs audit of accounts to ensure all of the required demographic, insurance, financial forms, and contracts are obtained and documented in the electronic medical record.
Communicates applicable deductible, co-pay, or coinsurance to patient during pre-registration or upon check-in.
Collects co-pay, deductible or other out-of-pocket liability including residential self-payments. Accurately posts the payment to the patient account system and receipts the patient
Sets payment arrangements as appropriate. Refers the patient to the financial counselor as need arises.
Prepare patient cost estimates.
Review the process for filing insurance claims for inpatient, residential, PHP, ECT, TMS, IOP, and Outpatient as needed.
Assess the patient's need for financial assistance during the admission process or at a time prior to the patient's discharge.
Determines patient eligibility for Charity care for inpatient/outpatient levels of care. Completes reviews of the charity application in accordance with the LCOH charity care policies. Obtains the final approval of the application from the Registration Manager prior to notification to the patient or family. Determines when renewal of charity applications need completed.
Sends letter to patient notifying them of eligibility for charity care and charity amount.
Provides education / counseling to self-pay patients regarding available government coverage options.
Monitor financial counseling workqueues in EPIC for currency.
Serve as the initial contact for determining out of network benefits and obtaining information for potential single case agreements or reimbursement.
Work with Intake staff and other clinical teams on initial referrals to inpatient or other LCOH programs to confirm coverage levels prior to admission
Work with the CFAO to determine feasibility of single case agreements
Meets with the Utilization Review team routinely to discuss admissions that are a financial risk to the center.
Coordinates with Intake and OPP staff to obtain appropriate authorizations, as evidenced by lack of denials for no authorization. Accurately enters authorization number(s), and authorized dates and services in the appropriate field of the patient account system.
Communicates any applicable deductible, co-pay, or coinsurance to patient prior to their visit, making arrangements for payment as appropriate.
Works closely with clinical team and insurance companies to get treatment plans completed and to obtain the clinical information needed for insurance authorizations for ECT, TMS and Outpatient services. Tracks services received and follow-up with the insurance company to obtain additional authorization as needed.
In connection with the registration manager, work with Intake/ARC, outpatient registration, residential admissions and utilization review departments to ensure benefit verifications authorizations, helping hands applications, probono, financial assistance applications and other insurance related questions both internally and externally are addressed timely.
Completes a note in the system on all discussions, events and outcomes regarding patient accounts.
Responds to all inquiries regarding patient accounts, financial assistance policy and network status.
Maintains a working knowledge of the various LCOH and LCOHPA service lines.
Stays abreast of third-party payer requirements. Attends seminars and courses on relevant topics as directed by management.
This position works closely with Intake outpatient, Central Registration, Medical Records, Social Services, Utilization Review and Billing on a daily basis.
Maintains effective communication and cooperative working relationships with other departments, staff, medical staff, patients, and visitors.
Patient communication is conducted in a manner that will result in positive patient relations and prompt payment for Lindner Center of HOPE.
Demonstrates poise and compassion when handling patient financial situations and consider all possibilities to provide the patient with the most appropriate options for their situation.
Completes productivity requirements timely and accurately
Assists the ECT, TMS, Financial Counselor and Welcome Center Registration Specialists with registration duties during busy times.
Performs all other duties as assigned.
Position Qualifications:
High school diploma required; Associates degree preferred.
Minimum of 3 years' experience in healthcare required. Experience working in mental health setting preferred.
Must have experience conducting face to face interviews with Collections and/or Medical Billing experience.
Must have a working knowledge of third-party payer contract terms and the ability to calculate patient liabilities.
Excellent communication, customer service and math skills along with a high degree of confidentiality are required.
Must have strong computer skills including Excel and Word.
Analytical and decision-making skills with a strong attention to detail required
Ability to enthusiastically follow and model the Lindner Center of HOPE mission, vision and values.
Physical Requirements: The physical demands of this position are consistent with those performed in a normal office environment, including occasional lifting, carrying, pushing or pulling, and sufficient manual dexterity to operate standard office equipment and ability to use to use a computer. Must be able to easily move throughout the building. Perks and Benefits At LCOH, we are dedicated to fostering a supportive and caring environment. As part of our team, you'll have access to:
Affordable medical, dental, and vision plans for both full-time and part-time employees
Flexible spending and health savings accounts
Generous paid time off that starts accruing on day one
Opportunities for tuition reimbursement and continuous education
An employer-matching 401(k) retirement plan to help you plan for the future
Complimentary gym membership
Employer-provided short and long-term disability coverage, life insurance and an Employee Assistance Program
A community of mission-driven individuals passionate about making a difference
All candidates extended conditional offer of employment will be subject to a WebCheck (BCI & FBI Fingerprinting). Fingerprints will be submitted to the Bureau of Criminal Investigation (BCI) and the Federal Bureau of Investigation (FBI). The reports from these agencies will include criminal record information. Lindner Center of Hope will follow the requirements for employment based on the State of Ohio Administrative Code 5122-30-31, and any other regulatory requirements regarding criminal background checks. Lindner Center of HOPE also reserves the right to obtain Consumer Reports and/or Investigative Consumer Reports as defined in the Federal Fair Credit Reporting ACT (FCRA).
Lindner Center of Hope is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
$24k-36k yearly est. 26d ago
Customer Service Representative/ Administrative
LHH Us 4.3
Finance service representative job in Rossburg, OH
Customer Service/Administrative Professional Type: Contract-to-Hire Schedule: M-F 1st shift Training: Must be onsite full-time until fully trained, hybrid After Training Dress Code: Casual LHH Recruitment Solutions is seeking a Customer Service/Administrative Professional for our client. This role is responsible for providing prompt, courteous, and knowledgeable support from pre-sale inquiries through post-sale follow-up. The position includes administrative responsibilities, order support, and frequent communication with customers and internal teams.
Key Responsibilities
Customer Support & Order Administration
Secure price quotes and apply standard markup formulas to determine accurate selling prices
Research product information and respond to customer and dealer inquiries
Follow up on order progress and proactively provide updates
Resolve issues related to product quality, imprint errors, delivery delays, and other concerns
Process paperwork for order changes, additions, or cancellations
Communication & Interaction
Handle an average of 30 inbound calls per day
Respond to customer and internal tickets promptly and professionally
Maintain positive, supportive communication to ensure a strong customer experience
Problem Resolution & Administrative Processing
Investigate order and vendor issues, determine root causes, and implement solutions
Ensure documentation and order updates are accurate and complete
Maintain consistent follow-through on all open customer issues
Performance Competencies
Adaptability: Handles shifting priorities and multiple demands with professionalism
Collaboration: Works effectively with internal teams and accepts feedback constructively
Compliance: Follows established procedures and ensures accurate documentation
Conflict Management: Resolves disagreements calmly and diplomatically
Customer Satisfaction: Responds courteously and negotiates win-win outcomes when needed
Dedication: Demonstrates initiative, reliability, and a positive attitude
Organizing & Planning: Manages multiple priorities efficiently
Problem Solving: Identifies root causes and avoids premature conclusions
Sociability: Builds rapport and maintains professionalism in all interactions
Spoken Communication: Communicates clearly with individuals of diverse backgrounds
Qualifications
Previous customer service, administrative, call center, or order management experience preferred
Strong communication and interpersonal skills
Ability to multitask in a fast-paced environment
High level of accuracy and attention to detail
Comfortable navigating multiple computer applications
Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements
Pay Details: $18.00 to $20.00 per hour
Search managed by: Bianca Kimble
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance Act
Los Angeles City Fair Chance Ordinance
Los Angeles County Fair Chance Ordinance for Employers
San Francisco Fair Chance Ordinance
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$18-20 hourly 1d ago
Proprietary Equity Trader
T3 Trading Group 3.7
Finance service representative job in Cincinnati, OH
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$76k-141k yearly est. Easy Apply 60d+ ago
Short Term Trader/Dispatcher I
AES Corporation 4.8
Finance service representative job in Dayton, OH
Are you ready to be part of a company that's not just talking about the future, but actively shaping it? Join The AES Corporation (NYSE: AES), a Fortune 500 company that's leading the charge in the global energy revolution. With operations spanning 14 countries, AES is committed to shaping a future through innovation and collaboration. Our dedication to innovation has earned us recognition as one of the Top Ten Best Workplaces for Innovators by Fast Company in 2022. And with our certification as a Great Place to Work, you can be confident that you're joining a company that values its people just as much as its groundbreaking ideas.
AES is proudly ranked #1 globally in renewable energy sales to corporations, and with $12.7B in revenues in 2023, we have the resources and expertise to make a significant impact as we provide electricity to 25 million customers worldwide. As the world moves towards a net-zero future, AES is committed to meeting the Paris Agreement's goals by 2050. Our innovative solutions, such as 24/7 carbon-free energy for data centers, are setting the pace for rapid, global decarbonization.
If you're ready to be part of a company that's not just adapting to change, but driving it, AES is the place for you. We're not just building a cleaner, more sustainable future - we're powering it. Apply now and energize your career with a true leader in the global energy transformation.
The Short-Term Trader/Dispatcher I is in charge of the strategic management of AES generation assets in the Day-Ahead and Real-Time energy markets within various Regional Transmission Organizations (RTOs)/Independent System Operators (ISOs).
This is a role within AES Clean Energy Market Operations and is a 24X7 operation. Employees will work abnormal schedules which include nights, weekends, and holidays. Personal flexibility to adjust schedules as needed is fundamental.
This position is posted as a range of I-II. Qualifications, education and experience will be considered in resolving appropriate grade level.
Duties and Responsibilities:
* Handling the Day-Ahead and Real-Time operations of the AES Clean Energy Portfolio.
* Dispatching generation based upon economic conditions and operational constraints.
* Developing load and wind generation forecasts.
* Scheduling the Day-Ahead bidding of power into the respective RTO/ISO market.
* Monitoring and analyzing market information to identify dispatching and trading opportunities to increase profitability.
* Monitoring weather forecasts within various RTO/ISO markets.
* Running dispatch and trade decisions with a continuous focus on balancing risk versus return to produce maximum profitability.
* Coordinating unit availability, outage schedules, unit start-up and shutdown times, and communicating all vital information to commercial operations, plant personnel and the respective RTO/ISO.
* Ensuring compliance with AES Risk Management Policy.
* Verifying transactions and settlement information and resolve discrepancies as needed.
Education/Experience
Short-Term Trader/Dispatcher I:
* Bachelor's degree, preferably in Business, Engineering, Finance, or a computer-related field.
* 0-2 years of energy experience preferred. Desired areas of expertise: power generation coordination and marketing, real-time scheduling and dispatch, or power trading.
* PJM Generation Certification preferred. If not certified, must have ability to become certified within six months.
Knowledge/Skills
* Knowledge of the wholesale power market.
* Knowledge of multiple RTOs/ISOs (PJM, CAISO, ERCOT, ISONE, NYISO, MISO).
* General knowledge of FERC and NERC rules and regulations preferred, but not required.
* Excellent interpersonal skills.
* Strong attention to detail.
* Ability to work independently and tackle problems with limited supervision.
AES is an Equal Opportunity Employer who is committed to building strength and delivering long-term sustainability through diversity and inclusion. Respecting all backgrounds, differences and perspectives enables us to improve the lives of our people, customers, suppliers, contractors, and the communities in which we live and work. All qualified applicants will receive consideration for employment without regard to sex, sexual orientation, gender, gender identity and/or expression, race, national origin, ethnicity, age, religion, marital status, physical or mental disability, pregnancy, childbirth, or related medical condition, military or veteran status, or any other characteristic protected under applicable law. E-Verify Notice: AES will provide the Social Security Administration (SSA) and if necessary, the Department of Homeland Security (DHS) with information from each new employee's I-9 to confirm work authorization.
$86k-130k yearly est. Auto-Apply 21d ago
Financial Services Representative
Warsaw Federal Savings & Loan Association
Finance service representative job in Cincinnati, OH
The Universal Banker is the core role within the First Federal Lakewood retail branches. There are 3 levels within the Universal Banker job family with progressive responsibilities. All Universal Bankers provides exceptional front line customer service and sales within the branch.
The Universal Banker 2, as directed, provides day-to-day direction to other Universal Bankers, approves transactions and assigns work. Performs primary and advanced duties including check verification, wire transfers, and facilitation of team meetings.
Duties and Responsibilities:
Provides excellent customer service by processing customer transactions and handling account maintenance; answers customer inquiries both in person and on the telephone including Customer Relationship Center Support; follows-up with customers as necessary.
Monitors activities and acts as a resource for assigned staff; approves transactions; ensures procedures are being followed; monitors over/short reports. As needed, operates teller window following Branch Operation Guidelines, policies and procedures.
Maintains vault by ordering cash, distributing cash to assigned staff, and reconciling the vault; ensures adequate cash is available for customer transactions.
Opens and closes accounts and services with accuracy and in accordance to bank policies and applicable regulations. Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products.
Handles check verification and wire transfers as needed. Keeps up to date with related system and maintains wire transfer certification.
Understands and strives to meet individual, team and branch performance metrics and sales goals. Facilitates teamwork and shared responsibility for success. Participates in and may lead team meetings, completes all assigned training and leads staff training as necessary. Learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system, online service procedures, wire transfer certification and Webcapture system.
Able to perform all branch opening and closing duties. Prepares, updates and monitors assigned reports in a timely manner and with accuracy.
May float to other bank branches as needed.
Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations.
Other Duties as assigned.
The duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. All job descriptions may be amended at any time at the sole discretion of FMHC.
We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Requirements:
Qualifications and Skills:
2-4 Years of banking experience is required. Experience must include cash handling and customer service. Experience handling cash is required.
0-2 years of experience as a supervisor, mentor or team leader is preferred.
Strong understanding of banking laws and regulations is required.
Notary Public is preferred.
High School Diploma or equivalent is required.
Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred.
Driver's license is required (for float positions)
Necessary competencies:
Active Listening
Change Champion
Coaching
Communication
Conflict Resolution
Organizational Savvy
Process Oriented
Service Orientation
Physical Environment:
While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak.
The employee must occasionally lift and/or move up to 25 pounds.
The noise level in the work environment is usually quiet to moderate.
This position is performed in a retail bank setting.
Employee must be able to work days and hours that branch is open including weekends and overtime as needed.
PIe7de3579683b-31181-39197759
$26k-41k yearly est. 8d ago
Part Time (30 Hours) Associate Banker, Erlanger Town Center, Erlanger, KY
JPMC
Finance service representative job in Erlanger, KY
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform 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
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
$36k-77k yearly est. Auto-Apply 60d+ ago
OH-Financial Services Sales Representative (1099)
Tomorrow's Recruiting
Finance service representative job in Cincinnati, OH
Job Description
FinancialServices Sales Representative (1099) Cincinnati, OH
Part-Time or Full-Time | Flexible Schedule | Unlimited Earning Potential!!!
Take control of your career and income while helping families achieve financial freedom. Cameron Howell & Associates-Primerica FinancialServices is seeking motivated individuals ready for a career change or supplemental income. This role is perfect for teachers, nurses, retail professionals, or anyone looking to start fresh with a flexible, entrepreneurial opportunity.
What Youll Do
Connect with individuals and families to provide financial solutions
Provide education on life insurance, investments, and retirement planning
Grow your business through referrals, networking, and community engagement
Participate in training and mentorship programs to earn professional licenses
What We Offer
Flexible schedule with part-time or full-time options
Unlimited income potential based on performance
Comprehensive training and licensing support
Career advancement opportunities within a nationwide organization
Supportive team environment focused on growth and impact
Who You Are
Self-motivated and entrepreneurial
Passionate about helping others and building relationships
No prior financial experience required
Start building your business, impacting lives, and achieving financial freedom with Cameron Howell & Associates-Primerica FinancialServices.
$26k-41k yearly est. 5d ago
Financial Services Representative - State Farm Agent Team Member
Ashley Himes-State Farm Agent
Finance service representative job in Sidney, OH
Job DescriptionBenefits:
Simple IRA
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a FinancialServicesRepresentative - State Farm Agent Team Member with Ashley Himes - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with state regulations.
QUALIFICATIONS:
Prior experience in financialservices preferred.
Analytical and communication skills.
Able to make presentations to customers.
Life/Health insurance license (must be able to obtain, current licensees preferred).
FINRA Series 65 or 7 (must be able to obtain, current licensees preferred).
$26k-43k yearly est. 10d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Miamisburg, OH?
The average finance service representative in Miamisburg, OH earns between $21,000 and $52,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Miamisburg, OH