First National Bank of Pennsylvania job in Cleveland, OH
Primary Office Location:55 Public Square Suit 105. Cleveland, Ohio. 44113.Join our team. Make a difference - for us and for your future.nPosition Title: Sales Executive - INSA Business Unit: INSA Reports To: Varies Based on Assignment
This position is primarily responsible for selling new business and renewing accounts in keeping with agency and individual goals. The incumbent conducts and reports sales activities to build a pipeline of prospects, generates sales prospects from various sources and carries the agency's reputation and professional manner of conducting business into dealings with clients, agency personnel and companies represented. The incumbent works collaboratively with Bank partners in relationship building and in identifying financial service solutions for all customers.
Primary Responsibilities:
Meets or exceeds established annual sales production goals via generation of new accounts to the agency as well as cross selling within the existing book of business. (New Business Sales)
Partners with Customer Service Representatives to renew existing business to meet or exceed established retention goals. (Retention)
Participates in seminars and classes for skill and knowledge development and meets continuing education requirements. Maintains a current level of functional working knowledge on processes and coverage changes. Keeps abreast of selling trends and techniques and uses agency selling aids to help maintain a competitive status for the agency within the industry. (Self Development)
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
3
Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience with ITI, TAM and office systems preferred.
Special Licenses and Certificates:
Applicable industry insurance licenses.
Physical Requirements:
N/A
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
$51k-60k yearly est. 2d ago
Looking for a job?
Let Zippia find it for you.
Mortgage Loan Sales
First National Bank of Pennsylvania 4.5
First National Bank of Pennsylvania job in Boardman, OH
Primary Office Location:250 East Broad Street Suite 1720. Columbus, Ohio. 43215.Join our team. Make a difference - for us and for your future.
Mortgage Banking Consultant
Business Unit: Mortgage Administration
Reports to: Varies based on assignment
Position Overview:
This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals.
Primary Responsibilities:
Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals.
Counsels customers on lending options and solutions to meet their needs.
Supports and facilitates key banking partnerships.
Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations.
Provides feedback to management on process efficiencies, relationship processing performance, and overall customer experience for relationship processing partner. Assists with recruiting and hiring of support team members as needed.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
3
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Ability to use general office equipment
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Basic Level
MS PowerPoint - Basic Level
BS or BA degree preferred.
Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
N/A
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$35k-40k yearly est. 2d ago
Customer Service Advisor Float - Mentor - Mentor, OH
Wesbanco Bank Inc. 4.3
North Canton, OH job
Back Customer Service Advisor Float - Mentor #22-7922 Multiple Locations 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 housed of the Mentor Banking Center and will floating between Mentor, Chardon, Beldon and Avon Banking Centers.
Market Cleveland Work Hours per Week 40 Requirements
High school diploma or GED required.
Banking, cash handling, sales, and customer service experience preferred.
Job Description
Summary:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, the CSA is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.
Essential Functions:
Excellent Customer Service
Operational and Security Proficiency
Identify referral opportunities
Relationship building
Cross-selling of Bank's products and services
Business development (inside and outside)
Essential Duties and Responsibilities:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
Accepts and accurately processes all financial service transactions.
Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
Complies and operates within security and audit procedures.
Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.
Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services in order to reach individual and team sales goals.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.
Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.
Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Promotes bank products consistently and makes appropriate business line referrals as defined by location goals.
Educates bank team on uncovering opportunities to help advance financial wellness of customers.
Sets priorities and follows through on the implementation of the defined sales and service activities.
Promotes company products and services in the community to assist in the continuing growth of the Bank.
Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
Actively participates in regular sales and staff meetings.
Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.
Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Cross trained and expected to assist with operational duties.
Other Skills and Requirements:
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.
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.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
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 strong product knowledge for the level of selling and successfully promoting bank products expected with position.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Avon, Ohio, United StatesNorth Canton, Ohio, United StatesChardon, Ohio, United StatesMentor, Ohio, United States
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Role Summary:
The Commercial Relationship Manager will focus on mid- to large-size title companies, title agents, underwriters, and 1031 exchange firms. You'll drive deposit growth and create tailored solutions by partnering with Treasury Management and other internal teams, delivering a boutique banking experience that competes with larger institutions. This national-facing role offers the chance to shape a specialized vertical, innovate product offerings, and grow meaningful client relationships.
Licenses and Certifications
Must have access to reliable transportation and the ability to lawfully drive self, if applicable. by start date Required
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
Personal banking, loan, investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank is Pay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$107,870.00 - $184,920.00 per year
Back Trade Review Officer - Brokerage -Securities Administration #53-8543 Multiple Locations Apply X Facebook LinkedIn Email Copy Location
This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be in all WesBanco Markets.
Market Morgantown Work Hours per Week 37.5 Requirements
Associates Degree in Business, Finance, Accounting or related degree preferred.
Minimum of three years of experience in the securities industry.
Experience and knowledge in Trade Review or Compliance preferred.
Knowledge of a broad range of securities and insurance products, FINRA rules, regulations, Securities and Risk Management principles, current economic and market conditions, legislation required.
Knowledge of criteria for determining best interest and suitability of proposed purchase of securities/insurance products for each individual client's needs and legal principles of client's capacity/authority to transact business, and the authority of agents, attorneys in fact, executors, administrators and others to transact business on client's behalf required.
Series 7 Required
Series 63 & 65 or 66 Required
Series 24 or ability to obtain series 24 within 90 days of employment required
Series 4 and 53 are not required but preferred. (Option to obtain within 180 days of employment)
State Insurance license required.
Job Description
SUMMARY:
Responsible for conducting trade review while adhering to regulatory and firm's policies and procedures. Responsible for working independently with minimal supervision. Completes all assigned compliance training timely and maintains professional licenses as required.
CUSTOMER SERVICE SKILLS:
Must be able to work effectively with a wide variety of departments, managers, staff, clients and auditors.
Represents the Company in civic, community and industry functions to network and develop additional business.
Ability to evaluate and analyze products and services, and vendors.
INTERPERSONAL SKILLS:
Ability to exercise independent sound, judgment and discretion and understand when assistance is needed.
Strong interpersonal and communication (written and verbal) skills.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Responsibilities include Principal Review and approval of transactions while adhering to the firm's established policies and procedures.
Provides Principal Review and approval on variety of business types: equities, mutual funds, annuities, life insurance, advisory, etc.
Maintains product knowledge and assists with the creation of practices and programs as needed.
Communicates with registered representatives for any issues regarding transactions.
Communicates with Compliance on regulatory best interest or suitability concerns.
Provides guidance to registered representatives to resolve escalated issues surrounding trade review.
Reviews daily trade blotter for day-to-day broker activity.
Reviews outside brokerage accounts.
Reviews electronic communications as needed.
Other duties may be assigned.
OTHER REQUIREMENTS:
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.
Proficient skills in Word, Excel and Outlook.
Full-Time/Part-Time Full-time Area of Interest WesBanco Securities All Locations Uniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesWheeling, West Virginia, United StatesCincinnati, Ohio, United StatesToledo, Ohio, United StatesCleveland, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFrankfort, Kentucky, United StatesFort Wayne, Indiana, United StatesParkersburg, West Virginia, United StatesColumbus, Ohio, United StatesHuntington, West Virginia, United StatesCarmel, Indiana, United StatesIronton, Ohio, United StatesPittsburgh, Pennsylvania, United StatesNew Albany, Indiana, United StatesYoungstown, Ohio, United States Show more
Back 140d Trust Relationship Officer - Trust Administration Columbus #31-8230 Columbus, Ohio, United States Apply X Facebook LinkedIn Email Copy Location
This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be Henderson Road (Columbus, OH).
Market Columbus Work Hours per Week 37.5 Requirements
Minimum of one year experience related to Trust, Wealth Management Operations, or other financial services required.
Four-year degree in a business-related field preferred.
Basic accounting background and reconciliation skills preferred.
Job Description
SUMMARY:
Responsible for effective service delivery to current and prospective WesBanco Trust and Investment Services clients and for the administration of basic Trust and Investment Agency relationships. The individual will work closely with a Senior Trust Officer to develop necessary skills and professional credentialing.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Administers a book of straightforward Trust and Investment Agency accounts. Works with Senor Trust Officer for more complex deals.
Handles daily duties such as account activity, fulfilling client requests, and periodic account reviews.
Develops an understanding of investment strategy and their application within client portfolios.
Develops an understanding of estate planning techniques using Wills and Trusts and their appropriate use within client relationships.
Maintains an understanding of Trust regulations and policy and procedures. Keeps up to date with all applicable regulations. Continues to develop knowledge and attend training programs.
Engages in problem solving for client issues and determining solutions to meet the customer's needs.
Handles routine bill payment and remittance set up for trust clients.
Reviews Overdraft Report and coordinates maintenance with Trust Officer.
Maintains Trust Accounting System items.
OTHER REQUIREMENTS:
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.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas, and concepts to management, bank employees and bank customers in a collaborative and solutions-oriented manner.
Ability to interact effectively across all levels of the organization, including senior management, other departments and vendors.
Ability to accurately follow instructions, multi-task, listen attentively.
Detail oriented with good organizational skills.
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Able to work independently and meet communicated deadlines.
Excellent verbal, written and presentation skills with the ability to define and solve problems.
Team player with a positive outlook.
Interpersonal skills with co-workers, supervisors and clients.
Ability to read and interpret documents.
Ability to write routine reports and correspondence.
Ability to speak effectively before groups of customers or employees of organization.
Must possess basic math skills and understand basic math methodologies used in budgeting, accounting and various calculations.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Proficiency with Microsoft Office products such a Word, Excel and Outlook.
Ability to build and work with Excel spreadsheets, including using formulas.
Full-Time/Part-Time Full-time Area of Interest Wealth Management All Locations Columbus, Ohio, United States
$49k-86k yearly est. 2d ago
Audit Staff - Audit - Wheeling, WV
Wesbanco Bank Inc. 4.3
Remote or Columbus, OH job
Back Audit Staff - Audit #51-8453 Multiple Locations Apply X Facebook LinkedIn Email Copy Location
This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally attend in person meetings, although primary functions of the role are performed remotely).
Market Wheeling Work Hours per Week 37.5 Requirements
Bachelor's degree with a preference in Accounting, Finance or related field; or an Associate's Degree and two years of related Accounting, Audit (External or Internal) and/or Risk Management work experience required.
Job Description
SUMMARY:
Responsible for completing various risk-based internal audits, interacting with various levels of management, and assisting with other audit and special projects, all in accordance with the annual audit plan and global internal audit standards.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Works under the supervision of the Audit Manager(s).
Performs assigned work within the structure of the departmental procedures and the Global Internal Audit Standards published by the Institute of Internal Auditors.
Conducts audit testing of assigned areas within established/modified timelines.
Assists in the completion of risk-based audit programs.
Evaluates or assists in the evaluation of the adequacy and effectiveness of the company's internal control processes.
Completes assigned audit procedures that test the accuracy and effectiveness of policies, procedures, risk assessments and other documentation.
Prepares work papers that record and summarize assigned audit procedures.
Assists in the development of recommendation(s) for corrective action/improvement.
Maintains and adheres to information security and confidentiality requirements.
OTHER REQUIREMENTS:
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.
Ability to adapt to corporate-wide systems routinely utilized by internal audit staff.
Display personal initiative to foster professional development through formal education and cross training of department functions.
Ability to complete multiple tasks while meeting assigned deadlines.
Ability to complete and comprehend audit processes such as system documentation walk-throughs, source documentation, internal control questionnaires, yield analysis, and lead schedules.
Ability to execute assigned audit areas including inquiry/observation, substantive procedures, analytical review procedures, attribute testing, and concluding on assigned test work.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas, and concepts to management and bank employees in a collaborative and solutions oriented manner.
Possess strong analytical abilities and skills.
Ability to utilize information systems hardware and information systems applications.
Proficient in Microsoft Office including Word, Excel and Outlook.
Full-Time/Part-Time Full-time Area of Interest Audit All Locations Uniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesCincinnati, Ohio, United StatesIndependence, Ohio, United StatesColumbus, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFort Wayne, Indiana, United StatesFrankfort, Kentucky, United StatesHuntington, West Virginia, United StatesIndianapolis, Indiana, United StatesIronton, Ohio, United StatesNew Albany, Indiana, United StatesParkersburg, West Virginia, United StatesPittsburgh, Pennsylvania, United StatesToledo, Ohio, United StatesWheeling, West Virginia, United StatesYoungstown, Ohio, United States Show more
$44k-53k yearly est. 4d ago
Private Banker - Private Banking COL - Columbus, OH
Wesbanco Bank Inc. 4.3
Columbus, OH job
Back 5d Private Banker - Private Banking COL #31-8726 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., Columbus, OH.
Market Columbus Work Hours per Week 37.5 Requirements
Minimum of 5 years of private banking, retail, consumer and/or commercial lending experience, with an emphasis on sales and business development, as well as trust, wealth management and/or brokerage experience.
Bachelors' Degree in Business, Finance or Accounting is preferred.
Formal credit training is preferred.
Series 7 and 66 license is a plus.
Job Description
SUMMARY:
In this position, you will be responsible for providing full-service banking to high-net-worth individuals.
CUSTOMER SERVICE SKILLS:
Willingness to provide a level of service which will clearly differentiate us from our competitors.
INTERPERSONAL SKILLS:
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.
Strong relationship management and business development skills.
Excellent team player.
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 less experienced staff with complex accounts and relationships (mentoring).
OTHER REQUIREMENTS:
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.
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).
Proficiency in Microsoft Office products including Word, Excel and Outlook.
Full-Time/Part-Time Full-time Area of Interest Wealth Management All Locations Columbus, Ohio, United States
Back Consumer Loan Resolution Specialist - Credit Resolution #51-8256 Multiple Locations Apply X Facebook LinkedIn Email Copy Location
This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be Bank Plaza - Wheeling, WV, Ellwood City - Ellwood City, PA, Youngstown Main - Youngstown, OH and West Dixie - Elizabethtown, KY.
Market Wheeling Work Hours per Week 22.5 Requirements
High school diploma or General Education Degree (GED).
One year of related experience or training preferred.
Job Description
SUMMARY:
Manages the day-to-day collections of a portfolio of credit lines and consumer and personal loans both secured and unsecured. Maintains a comprehensive knowledge of applicable state and federal regulations relating to collections and ensure that the Bank's policies and procedures are compliant with the same. Prepares files as an account progresses in delinquency and make recommendations to management as to the required action needed to secure possession of our collateral and/or payment of the past due amount.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Initiates outbound and receives inbound phone calls relating to the collection of delinquent accounts.
Reduces delinquency, prevents repossessions and/or foreclosure, and minimizes charge offs/charge downs on assigned accounts.
Determines reason for non-payment.
Completes Skip Trace on accounts to locate customers for which you have not established phone contact to verify phone number, address, place of employment for the maker and co-maker(s) on the account.
Reviews all bank systems as needed (FIS/IBS, Image Centre, etc.) to determine the scope of the customer relationship as well as facilitate in the collection of the account.
Prepares necessary documentation for modifications, extensions, and file evaluation.
Negotiates payment arrangement with borrower(s).
Maintains detailed tracking log on all accounts as you work through the collection process.
Processes GL and Payment Tickets as applicable when payment is received.
Researches and resolve billing and/or payment disputes on assigned accounts.
Verifies "Proof of Insurance" for collateralized loans as needed.
Orders appraisals when appropriate.
Analyzes loan/collateral file to make recommendation for appropriate action.
Reviews personal credit and asset reports to make recommendations as to appropriate strategy.
Organizes and prepare files to be referred for repossession and/or foreclosure.
Makes appropriate file notations for all correspondence and any other events to Intellect system.
OTHER REQUIREMENTS:
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.
Ability to research problem situations and recommend appropriate action.
Professional appearance and demeanor, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions-oriented manner.
Possess effective organizational skills and ability to handle detail-oriented work with promptness.
Ability to work in a fast-paced environment.
Full-Time/Part-Time Part-time Area of Interest Credit Administration All Locations Wheeling, West Virginia, United StatesEllwood City, Pennsylvania, United StatesElizabethtown, Kentucky, United StatesYoungstown, Ohio, United States
$33k-51k yearly est. 2d ago
Retail Banking Officer - Springfield - Springfield, OH
Wesbanco Bank Inc. 4.3
Springfield, OH job
Back 33d Retail Banking Officer - Springfield #32-8617 Springfield, 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 Springfield OH.
Market Cincinnati Work Hours per Week 37.5 Requirements
High school diploma required.
Banking, cash handling, sales, and customer service experience required.
Supervisory or leadership skills required.
Job Description
SUMMARY:
Promotes a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Provides leadership to the banking center for daily sales, service and operations. Retail Banking Officers are charged with ensuring the proper training and development of the staff, providing excellent customer service while identifying sales opportunities and performing account transactions. The Retail Banking Officer leads the consistent delivery of excellent customer service to all banking center customers, including the relationship building efforts for existing and prospective consumer and business customers. The Retail Banking Officer focuses primarily on the daily sales initiatives and assumes a proactive role in customer interaction and service to include meeting with customers to discuss their specific banking needs in person and via phone. The Retail Banking Officer is also expected to actively initiate outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promoting of new and existing Retail banking relationships. The Retail Banking Officer will assist the Banking Center Manager in targeted outside sales activities and participate in community service opportunities in the specific community or market.
From an operational standpoint, the Retail Banking Officer is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities may include assisting in supervising, operating as a teller, and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.
ESSENTIAL FUNCTIONS:
Excellent Customer Service
Provides leadership to the banking center for daily sales, service and operations
Assists with coaching, training and developing the staff
Relationship building
Successfully promotes Bank's products and services
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.
Promotes the sales culture within the banking center through their sales-related activities demonstrating their ability to promote the Bank's products and services in order to reach individual and team sales goals.
Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promotes the Bank's products and services in order to reach individual and team sales goals.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met and informally coaches others for positive results.
Educates bank team on uncovering opportunities to help advance financial wellness of customers.
Sets priorities and follows through on the implementation of the defined sales and service activities.
Encouraged to actively participate in various community activities (Boards, Executive Committees, Advisory roles, etc).
Responsible for providing input into evaluating performance, coaching and training employees. May assist with interviewing.
Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply with the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
Actively participates in regular sales and staff meetings. Leads meetings as assigned.
Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.
Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
Must have the working knowledge of all roles within a retail Banking Center.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Other duties as assigned.
OTHER SKILLS AND REQUIREMENTS:
Must be able to foster the partnerships that includes the banking center staff as well as employees from other lines of business.
Responsible for assisting with evaluating performance, rewarding and disciplining employees, addressing complaints and resolving problems.
Responsibilities include assisting with pro-active recruiting, interviewing, and assisting with hiring, coaching and training employees.
Other responsibilities may involve planning, assigning and directing work.
Ability to successfully promote, generate and deepen all financial relationships through outbound calling, internal business development and building a loyal customer base.
Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
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 strong product knowledge for the level of selling and cross selling performance expected with position. Must have excellent organizational skills and the ability to multi-task and to be flexible.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Sound mathematical and analytical skills preferred.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
The Retail Banking Officer is required to have a Nationwide Mortgage Licensing System (NMLS) registration within thirty days of hire.
Must be available to work all hours of operations.
Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Springfield, Ohio, United States
$57k-83k yearly est. 2d ago
Relationship Associate - Lead
First National Bank of Omaha 4.5
First National Bank of Omaha job in Homer, NE or remote
At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
Provide front line supervision to personnel and ensure all policies and procedures are followed as directed by Manager. Make recommendations and assist Manager in the planning, prioritizing, monitoring, coaching/development, and performance reporting of the work of the Relationship Associates. Assist in the identification and implementation of enhancements to department procedures/protocol, training, and technology.
About This Role:
Develop and maintain a comprehensive knowledge of the Relationship Associate role.
Continuously evaluate workloads and priorities across all assigned Regions; assign available resources to meet workflow deadlines as needed.
Monitor RA productivity volumes through capacity reporting.
Research and resolve escalated issues from team members. Work collaboratively with team members to understand and resolve issue(s).
Develop and maintain departmental procedures in Sharepoint
Create/Modify Business Objects and Salesforce reports
Onboard new hires. Identify and recommend to manager additional training opportunities for self and team members. Provide on the job training as needed.
Lead and coordinate the completion of assigned projects.
Assist the department manager by representing the Relationship Associates for the assigned region in business partner and project meetings.
Assist manager with one-on-one employee meetings on a regularly scheduled basis to provide the following:
Coaching: To consistently meet and/or exceed the desired outputs for assigned role.
Feedback: Regarding production output, departmental policies/procedures, etc.
Collaborate with manager on day-to-day coaching, feedback, reporting, performance evaluation and monitoring of the accuracy and quality results.
Responsible for Time Sheet and PTO management; ensuring all submissions are timely and compliant with policy.
Document and deliver quarterly and yearly performance reviews.
Exhibit professional behavior and promote working relationships. Practice positive values and support goals and strategic plans.
Understand and adhere to all bank policy, laws, and regulations applicable to role, to include FNNI “Code of Ethics”.
Other tasks as assigned.
Compliance: Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties.
Complete compliance training and adhere to internal procedures and controls, as required.
Report any known violations of compliance policy, laws, or regulations.
Report any suspicious customer and/or account activity.
Ensure direct reports meet the above requirements and take action to address employee performance issues
The Ideal Candidate for This Role:
Bachelor's degree or relevant work experience as Relationship Associate or in loan documentation, credit analysis, compliance, auditing, or equivalent
Minimum two years' experience in the banking industry
Excellent verbal and written communication skills are required in the areas of human relations, interpersonal conversation; must have the ability to effectively communicate with lending, operations, and technical staff.
Excellent time management skills including but not limited to the ability to organize, prioritize and manage multiple projects with minimal supervision within assigned deadlines. Exceptional attention to detail.
Must be proficient in the use of personal computers and the Microsoft suite of software products.
Ability to complete multiple assignments/projects with quality, accuracy and within set deadlines.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $46,679.00-$77,020.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work remotely, offering you the freedom to contribute to our mission from wherever you work best, without compromising on career growth or connection to our team. Regardless of your location, you'll be fully integrated into our team through robust digital collaboration tools and regular communication. The incumbent can work remotely from any of the states listed on the job posting, though occasional travel may be required for in-person meetings. Please note, work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about FNBO benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20260064
Equal Opportunity & Belonging:
FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
FNBO follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$28k-32k yearly est. Auto-Apply 1d ago
Managing Director, Public Finance
First National Bank of Omaha 4.5
Remote First National Bank of Omaha job
At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
This role combines relationship management, analytical expertise, and sales acumen in the specialized municipal securities market, requiring both technical knowledge of public finance and strong interpersonal skills to succeed in a competitive broker-dealer environment. This is a sales and production role within the broker dealer industry.
About This Role:
Client Relationship Management
Develop and maintain relationships with municipal issuers, including cities, counties, school districts, and other public entities
Serve as primary contact for existing clients while actively pursuing new business opportunities
Build trust with government officials, finance directors, and municipal advisors
Business Development & Production
Generate new public finance business through prospecting and relationship building
Prepare and deliver presentations and proposals to municipal clients, municipal advisors and related entities
Negotiate deal terms and pricing with issuers and underwriting syndicates
Meet annual production targets and revenue goals
Transaction Execution
Structure municipal bond transactions (general obligation, revenue bonds, tax increment financing)
Coordinate with internal teams including analysts, traders, research, compliance, and operations
Manage deal timelines from mandate through closing
Prepare offering documents and disclosure materials
Market Analysis & Advisory
Provide market insights and financing alternatives to municipal clients
Analyze credit fundamentals and municipal financial statements
Stay current on regulatory changes affecting public finance (MSRB rules, SEC regulations)
Monitor interest rate environments and market conditions
Success Metrics
Annual revenue production targets
New client acquisition goals
Transaction volume and market share growth
Client retention and satisfaction scores
Participation in competitive deal wins
Key Skills:
Technical Competencies
Proficiency in Munex and/or DBC, Bloomberg, and municipal market databases
Advanced Excel and PowerPoint skills
Understanding of municipal bond math and yield calculations
Familiarity with rating agency criteria and processes
The Ideal Candidate for This Role:
Licensing & Education:
Series 52 and 63 securities licenses (or ability to obtain)
Series 53 (Municipal Securities Principal) preferred
Bachelor's degree in Finance, Economics, or related field
Advanced degree (MBA, MPA) preferred
Experience & Skills
3-5+ years of public finance or municipal banking experience
Proven track record of client relationship management and business development
Strong financial modeling and analytical capabilities
Excellent written and verbal communication skills
Knowledge of municipal credit analysis and bond structures
Salary Range:105,443.00 - 179,253.00 USD AnnualCandidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $105,443.00-$179,253.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about our benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251799
Registration Requirement:
This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.
Equal Opportunity & Belonging:
We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
Northland follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$41k-54k yearly est. Auto-Apply 22d ago
Payments Associate - Bank Operations - Wheeling, WV
Wesbanco Bank Inc. 4.3
Cincinnati, OH job
Back Payments Associate - Bank Operations #51-8592 Multiple Locations Apply X Facebook LinkedIn Email Copy Location
This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally attend in person meetings, although primary functions of the role are performed remotely).
Market Wheeling Work Hours per Week 37.5 Requirements
High school diploma or general education degree (GED) required. Associate's Degree in Business, Finance, or Accounting preferred.
Customer Service and administrative experience required with payment or bank operations experience preferred.
Job Description
SUMMARY:
The payment areas include ACH, Wire and other real time payment channels. The payment areas handle processing of payment receipt and delivery for all customers. The primary responsibilities include handling the flow of transactions and work to ensure proper and timely posting of payments. The payment area strives to provide excellent internal and external customer support for existing consumer and business accounts.
The Payments Associate performs a variety of routine daily tasks including processing payment transactions, reviewing reports, and assisting with reconciliation duties. Responsible for providing internal customer support to all branches, treasury management, corporate banking, and lending personnel concerning questions in regards to payment processing. This position must work collaboratively with all departments within the organization.
CUSTOMER SERVICE SKILLS:
Willingness to provide a level of service which will clearly differentiate us from our competitors.
INTERPERSONAL SKILLS:
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 management, bank employees and bank customers in a collaborative and solutions oriented manner.
Ability to communicate effectively with customers or employees in writing, in person, or via telephone.
Ability to handle workload pressure and deadlines.
Ability to work independently.
Ability to maintain confidentiality.
Team player with a positive outlook.
Must be detail oriented and have good organizational skills.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Provides customer service via phone, mail, and email for payment processing.
Works in a queue based environment and handles the tasks as received.
Reviews and processes payment requests, maintenance, research, and customer or banking center initiated requests through various payment processing systems.
Performs transactions within associated compliance requirements.
Analyzes transactional risk and reasonableness in accordance with bank guidelines. If any concern, escalate to management.
Other job duties and/or responsibilities assigned with or without prior notice.
OTHER REQUIREMENTS:
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.
Demonstrated proficiency in basic computer applications such as Microsoft Office.
Knowledge of FIS IBS Insight and payment processing applications preferred.
Ability to learn payment processing systems.
Full-Time/Part-Time Full-time Area of Interest Operations All Locations Uniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesCincinnati, Ohio, United StatesIndependence, Ohio, United StatesColumbus, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFort Wayne, Indiana, United StatesFrankfort, Kentucky, United StatesHuntington, West Virginia, United StatesIndianapolis, Indiana, United StatesIronton, Ohio, United StatesNew Albany, Indiana, United StatesParkersburg, West Virginia, United StatesPittsburgh, Pennsylvania, United StatesToledo, Ohio, United StatesWheeling, West Virginia, United StatesYoungstown, Ohio, United States Show more
$46k-86k yearly est. 1d ago
Public Finance Investment Banking Analyst
First National Bank of Omaha 4.5
Remote First National Bank of Omaha job
At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization.
About This Role:
Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process
Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures
Develop understanding of Northland strategic vision
Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps
Assist with entering new markets, products, etc.
Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan
Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets
Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison
Learn the applicable data systems and how the support the structuring of debt
Research outstanding debt for targeted issuers to identify and run potential refunding scenarios
Run various financing structure alternatives for prospects and clients as requested
Assist with business development activities
Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings
Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects
Identify, register for, and attend applicable trade shows
Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation
Coordinate file documentation and closings
Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison
Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities
Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing)
Complete compliance continuing education
Ensure adherence to Northland compliance requirements in business development materials and process documents
Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing)
Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards
Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act
Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development
Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan
Practice Northland values and support the goals and strategic plan
Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues
Complete special projects as assigned within allotted time frame
Be accountable for continuous best efforts to complete the job assigned
Conduct all work activities ethically
The Ideal Candidate for This Role:
MUST HAVE: Experience in Public Finance
Bachelor's degree in Accounting and/or Finance preferred
3 plus years in an Accounting, Finance or Investments role
General understanding of credit/finance related concepts
Must be detailed oriented
Proficient in MS office suite
Must have strong communications/presentation skills
Achieve or maintain series 50, 52, 63, SIE exam/licenses
Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $62,047.00-$102,377.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about our benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251800
Registration Requirement:
This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.
Equal Opportunity & Belonging:
We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
Northland follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$34k-44k yearly est. Auto-Apply 21d ago
Director, CECL Analytics and Loss Forecasting (REMOTE)
First National Bank of Omaha 4.5
Remote First National Bank of Omaha job
At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
Director, Loss Forecasting and CECL Analytics is a technical and business leadership position that drives the organization's CECL strategy, loss forecasting excellence, and credit risk business intelligence across FNBO's consumer installment loans and card portfolios in both consumer and commercial segments. This dual-focused role combines deep technical expertise in advanced statistical and econometric modeling techniques with strategic business leadership, serving as both the primary subject matter expert for sophisticated loss forecasting models and a trusted advisor to executive leadership on credit risk trends, regulatory implications, and strategic opportunities within the loss forecasting domain.
About This Role:
Major Responsibilities
Individual contributor role leading strategic business initiatives integrating loss forecasting capabilities with business strategy execution, risk appetite development, and regulatory compliance across consumer and commercial lending portfolios.
Serve as trusted advisor to executive leadership, providing strategic insights that connect loss forecasting results to business performance, market opportunities, and strategic decision-making.
Utilize advanced statistical and programming skills to develop sophisticated loss forecasting models for FNBO's consumer installment loans and card portfolios across both consumer and commercial segments.
Apply sophisticated econometric techniques including regression analysis, time series modeling, survival analysis, and portfolio segmentation approaches consistent with industry best practices and regulatory guidance.
Lead continuous enhancement of CECL qualitative assessments and write-ups, ensuring comprehensive explanations of portfolio-specific risk factors, economic adjustments, and management overlays that support quantitative model outputs.
Develop and communicate advanced business intelligence that connects loss forecasting results to management decisions, macroeconomic trends, and organizational objectives across wide business audiences.
Ensure models meet regulatory standards including SR 11-7, while serving as primary liaison with internal and external regulators, auditors, and vendors on ongoing CECL-related matters and examinations.
Drive ongoing improvement of qualitative methodologies, model validation processes, and documentation standards while ensuring regulatory compliance.
Drive business innovation through enhanced loss forecasting methodologies and process automation that support business growth and operational efficiency.
Provide strategic guidance and technical mentorship to analysts and business leaders across the organization on complex analytical projects, modeling techniques, and qualitative assessment methods.
Build organizational capabilities through expertise sharing, training initiatives, and strategic consultation that enhance enterprise credit risk management including both quantitative and qualitative analysis expertise.
The Ideal Candidate for This Role:
Knowledge & Skills
Demonstrated leadership abilities with experience managing projects and/or teams in a technical environment.
Ability to manage multiple complex projects simultaneously while meeting critical deadlines.
Knowledge of consumer installment loans and consumer and/or small business credit card loans.
Extensive knowledge of statistical and data science methods applied in the finance industry along with advanced programming skills.
Ability to work with data to identify complex business trends and propose solutions
Ability to build consensus and influence the organization in order to achieve business goals.
Experience with loss forecasting and stress testing at a financial institution, preferably a CCAR institution.
Education and Experience
Master's degree or PhD in data science, mathematics, statistics, finance, economics, or related field required.
8+ years of experience in highly analytical business functions, including at least 4 years in Credit Risk, modeling or related fields.
3+ years of experience using Python programming, and SQL with a focus on data analysis, financial modeling, and expert knowledge of Excel.
Strong knowledge of working with cloud-based data warehousing solutions (e.g., Snowflake) and version control systems (e.g. Git).
Demonstrated excellent oral and written communication skills.
Demonstrated ability to handle stress, meet deadlines and work independently.
Experience in banking or financial services is preferred.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $95,857.00-$162,957.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work remotely, offering you the freedom to contribute to our mission from wherever you work best, without compromising on career growth or connection to our team. Regardless of your location, you'll be fully integrated into our team through robust digital collaboration tools and regular communication. The incumbent can work remotely from any of the states listed on the job posting, though occasional travel may be required for in-person meetings. Please note, work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about FNBO benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20250902
Equal Opportunity & Belonging:
FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
FNBO follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
Back Trade Review Officer - Brokerage -Securities Administration #53-8543 Multiple Locations Apply X Facebook LinkedIn Email Copy Location
This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be in all WesBanco Markets.
Market Morgantown Work Hours per Week 37.5 Requirements
Associates Degree in Business, Finance, Accounting or related degree preferred.
Minimum of three years of experience in the securities industry.
Experience and knowledge in Trade Review or Compliance preferred.
Knowledge of a broad range of securities and insurance products, FINRA rules, regulations, Securities and Risk Management principles, current economic and market conditions, legislation required.
Knowledge of criteria for determining best interest and suitability of proposed purchase of securities/insurance products for each individual client's needs and legal principles of client's capacity/authority to transact business, and the authority of agents, attorneys in fact, executors, administrators and others to transact business on client's behalf required.
Series 7 Required
Series 63 & 65 or 66 Required
Series 24 or ability to obtain series 24 within 90 days of employment required
Series 4 and 53 are not required but preferred. (Option to obtain within 180 days of employment)
State Insurance license required.
Job Description
SUMMARY:
Responsible for conducting trade review while adhering to regulatory and firm's policies and procedures. Responsible for working independently with minimal supervision. Completes all assigned compliance training timely and maintains professional licenses as required.
CUSTOMER SERVICE SKILLS:
Must be able to work effectively with a wide variety of departments, managers, staff, clients and auditors.
Represents the Company in civic, community and industry functions to network and develop additional business.
Ability to evaluate and analyze products and services, and vendors.
INTERPERSONAL SKILLS:
Ability to exercise independent sound, judgment and discretion and understand when assistance is needed.
Strong interpersonal and communication (written and verbal) skills.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Responsibilities include Principal Review and approval of transactions while adhering to the firm's established policies and procedures.
Provides Principal Review and approval on variety of business types: equities, mutual funds, annuities, life insurance, advisory, etc.
Maintains product knowledge and assists with the creation of practices and programs as needed.
Communicates with registered representatives for any issues regarding transactions.
Communicates with Compliance on regulatory best interest or suitability concerns.
Provides guidance to registered representatives to resolve escalated issues surrounding trade review.
Reviews daily trade blotter for day-to-day broker activity.
Reviews outside brokerage accounts.
Reviews electronic communications as needed.
Other duties may be assigned.
OTHER REQUIREMENTS:
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.
Proficient skills in Word, Excel and Outlook.
Full-Time/Part-Time Full-time Area of Interest WesBanco Securities All Locations Uniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesWheeling, West Virginia, United StatesCincinnati, Ohio, United StatesToledo, Ohio, United StatesCleveland, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFrankfort, Kentucky, United StatesFort Wayne, Indiana, United StatesParkersburg, West Virginia, United StatesColumbus, Ohio, United StatesHuntington, West Virginia, United StatesCarmel, Indiana, United StatesIronton, Ohio, United StatesPittsburgh, Pennsylvania, United StatesNew Albany, Indiana, United StatesYoungstown, Ohio, United States Show more
$59k-98k yearly est. 3d ago
Mortgage Loan Sales
First National Bank of Pennsylvania 4.5
First National Bank of Pennsylvania job in Cleveland, OH
Primary Office Location:30 Isabella Street. Pittsburgh, Pennsylvania. 15212.Join our team. Make a difference - for us and for your future.
Mortgage Banking Consultant
Business Unit: Mortgage Administration
Reports to: Varies based on assignment
Position Overview:
This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals.
Primary Responsibilities:
Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals.
Counsels customers on lending options and solutions to meet their needs.
Supports and facilitates key banking partnerships.
Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations.
Provides feedback to management on process efficiencies, relationship processing performance, and overall customer experience for relationship processing partner. Assists with recruiting and hiring of support team members as needed.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
3
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Ability to use general office equipment
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Basic Level
MS PowerPoint - Basic Level
BS or BA degree preferred.
Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
N/A
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
$38k-45k yearly est. 2d ago
Relationship Banker
First National Bank of Pennsylvania 4.5
First National Bank of Pennsylvania job in Hubbard, OH
Primary Office Location:39 W. Liberty Street. Hubbard, Ohio. 44425.Join our team. Make a difference - for us and for your future.
Relationship Banker
Business Unit: Retail
Reports to: Varies Based on Assignment
Position Overview:
This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market.
Primary Responsibilities:
Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions.
Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards.
Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
0
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Detail-oriented
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in a related position.
Knowledge of banking policies, procedures consumer products and services.
Sales and customer service skills.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$23k-27k yearly est. 2d ago
Commercial Banker - Toledo - Sylvania, OH
Wesbanco Bank Inc. 4.3
Sylvania, OH job
Responsible for the management of borrowing and depository relationships with commercial clients, focusing on Lending. In addition, you will also be responsible for the solicitation of new commercial clients through direct sales calls. The development of community and business relationships is necessary to facilitate sales referrals to our sales partners (trust, insurance, treasury management, retail, mortgage partners) and to maintain knowledge of local business conditions. This commercial banking officer must also support the Bank's CRA lending initiatives
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Originates and Manages lending and deposit relationships with middle market as well as larger commercial customers.
Maintains and effectively manage an individual commercial portfolio in all respects.
Analyzes financial statements and customer profiles to support the needs of existing and potential customers.
Works with other bank departments, such as CRM and BBS to effectively manage the credit process.
Works on multiple complex projects simultaneously, and successfully.
Works closely with the Special Asset Unit in the collection of past due loans and workout of problem credits.
Actively participates in community and civic organizations. Leverages both community development and external relationships in order to meet bank growth and community development goals.
Promotes banking services to existing and perspective commercial customers.
Assist with the coordination of CRA lending initiatives within the corporate lending department.
Supports the bank's sales culture. Originates, develops and maintains relationships with commercial customers for their financial needs through direct and ongoing sales calls and referrals.
Provide loan structures to meet customer needs and ensure that appropriate documentation exists in order to adequately protect the bank. Adheres to bank policy.
Originates new business opportunities through outside business development sales calls to centers of influence and perspective customers.
Follows up all internal and external customer referrals. Actively supports all internal business units by providing quality referrals through development of community and business relationships.
Responsible for the sales management of assigned accounts.
Other Skills and Abilities
Willingness to provide a high level of professional service which will clearly differentiate us from our competitors.
Employee must be willing to become familiar with and promote bank products and services.
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, bank customers and prospects.
Must be willing to work as part of a team.
Must possess a high degree of leadership skills.
Possess ability and commitment to develop business relationships with business borrowers.
Ability to work under pressure.
Other Requirements
Travel required for training, meetings and to meet with clients and prospects.
Must be willing to become familiar with and promote bank products and services
$43k-71k yearly est. 2d ago
Relationship Advisor Retirement Services
First National Bank of Pennsylvania 4.5
First National Bank of Pennsylvania job in Cleveland, OH
Primary Office Location:55 Public Square Suit 105. Cleveland, Ohio. 44113.Join our team. Make a difference - for us and for your future.
Relationship Advisor 3 - Retirement Services Group
Business Unit: WM - FNTC
Reports to: Director of Retirement Services
Position Overview:
This position is primarily responsible for providing the highest quality service to personal, corporate, non-profit or government clients through the administration of various types of investment management relationships and serves as the client advocate, performs relationship and investment reviews and interfaces with clients for other Wealth Management (WM) services and solutions creating a single advisor within WM. The incumbent is the primary point of contact for assigned clients and is responsible for the overall client experience, satisfaction and retention.
Primary Responsibilities:
Prepares and presents group and individual employee education meetings.
Provides retirement industry expertise to the plan committee and the participants. Identifies and matches client and participant needs with the corporation's lines of business services.
Coordinates overall service and interfaces with record keepers and third party administrators as appropriate.
Maintains collaborative relationships with portfolio managers without actual portfolio management responsibilities. Works closely with portfolio managers to discuss investment needs of client and manages accordingly. Provides investment oversight and guidance by providing industry updates, investment reviews and plan updates.
Proactively seeks opportunities either through enhancement of current client accounts or acquisition of new clients.
Stays current on regulatory changes and identifies changes in laws which will affect assigned accounts and reports theses changes to assigned manager.
Adopts, advocates and effectively practices the guiding principles and tenets of the F.N.B. Wealth Management endorsed Leadership Doctrine and Best Practices Coaching guidelines.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BS
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
7
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in financial services and investment products and services and knowledge of ERISA laws and their application.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
ASPPA, AIF, NIPA or other industry appropriate certification preferred.
Physical Requirements or Work Conditions Beyond Traditional Office Work:
Frequent driving (car, van, truck)
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
Zippia gives an in-depth look into the details of First National Bank Texas, including salaries, political affiliations, employee data, and more, in order to inform job seekers about First National Bank Texas. The employee data is based on information from people who have self-reported their past or current employments at First National Bank Texas. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by First National Bank Texas. The data presented on this page does not represent the view of First National Bank Texas and its employees or that of Zippia.
First National Bank Texas may also be known as or be related to First National Bank Texas.