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Huntington National Bank jobs in Toledo, OH - 53 jobs

  • Customer Experience Banker - Arrowhead - Maumee, OH

    Huntington 4.4company rating

    Huntington job in Maumee, OH

    Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in understanding and educating customers on consumer deposit products. Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners. Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership. Adhering to all operational, security, risk and regulatory policies and procedures. Demonstrating acumen in sales, customer service, relationship management, banking, communication and presentation. Other duties as assigned. Basic Qualifications: High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree. Preferred Qualifications: 1 year or more in customer service in banking, financial services or goal driven retail sales. Cash handling skills. Comfort with technology such as mobile services and online banking services. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $32k-38k yearly est. Auto-Apply 14d ago
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  • P&C Commercial Insurance & Bonds Service & Broking Leader

    Huntington Bancshares Inc. 4.4company rating

    Huntington Bancshares Inc. job in Toledo, OH

    We are seeking an experienced Service & Broking Manager to lead and optimize service operations for our Property & Casualty (P&C) insurance division. This role is responsible for managing all service activities with team leaders ensuring efficiency, compliance, and exceptional client service. Duties and Responsibilities: * Develop and execute long- and short-term strategic plans aligned with corporate goals. * Implement policies, procedures, and technology to improve operational efficiency and regulatory compliance. * Monitor and report on fiscal performance, service metrics, and operational KPIs. * Oversee service team operations for P&C insurance, including: * Managing day-to-day servicing of commercial lines accounts. * Supervising renewal processes and coordinating with carriers. * Handling escalated client service issues and resolving complex coverage questions. * Training and mentoring account executives and account managers * Coordinating with producers to support new business and retention goals. * Maintaining accurate client records in the agency management system. * Driving process improvements to enhance client experience and operational efficiency. * Oversight of the renewal strategy process in collaboration with Sales Leadership Broking Responsibilities * Negotiate terms and conditions with insurance carriers to secure optimal coverage for clients. * Place coverage for new and renewal business in accordance with client needs and market availability. * Develop and maintain strong relationships with underwriters and build skills within the team to do the same. * Provide carrier feedback to the Line of Business Leader, Carrier Relationship Leader and Sales Leadership * Ensure competitive pricing and comprehensive coverage options through effective market negotiations. * Analyze market trends and provide strategic recommendations for broking activities. * Collaborate with producers and account managers to structure programs that meet client objectives. * Manage submissions and ensure timely delivery of proposals to clients. * Work with Line of Business Leader and Carrier Relationship Leader to resolve placement issues and advocate for clients during claims or coverage disputes. Basic Qualifications: * Bachelor's Degree * 7+ years of related experience in commercial insurance operations and service leadership Preferred Qualifications: * Strong knowledge of Property & Casualty insurance products and agency workflows. * Proven ability to lead teams, implement process improvements, and manage compliance. * Excellent leadership and communication skills. * Proficiency in agency management systems and insurance technology platforms. * Strong analytical and problem-solving abilities. #LI-KB1 #INS Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93,000-$189,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $93k-189k yearly Auto-Apply 23d ago
  • Key Private Bank Relationship Manager

    Keybank 4.4company rating

    Toledo, OH job

    Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Responsibilities Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship. Develops a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client's goals in a financial plan. Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact. Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth. Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources. Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community. Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications Bachelor's degree in business related field or equivalent work experience (required) Experience Qualifications 5 years of demonstrated sales and business development experience with proven results (required) Licenses and Certifications FINRA Series 7 and 66 (or 63 & 65) (preferred) Certified Financial Planner (CFP) (preferred) Certified Investment Management Analyst (CIMA) (preferred) Certified Public Accountant (CPA) (preferred) Chartered Financial Analyst (CFA) (preferred) Certified Wealth Strategist (preferred) Licensed Attorney/JD (varies by state) (preferred) Tactical Skills Ability to build trust by taking a client centric approach Demonstrated strong or advanced knowledge of Investments, Trust and Credit; ability to consult and prioritize client needs Demonstrated in depth knowledge of financial products and banking regulations Demonstrated strong client advisory skills Demonstrated experience with and broad understanding of personal and commercial financial statements Proven experience with and comprehensive understanding of consumer and commercial lending Excellent verbal and written communication skills Proficient in personal computer applications to drive results Personal Skills Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity Empathy: Leverages active listening skills to understand others' thoughts and emotions and evaluates everybody's side of a disagreement before making decisions; imagines self in other's place and appreciates diverging viewpoints Influence: Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence Persuasion: Provides persuasive messages using well-reasoned arguments to address audience concerns or reactions; explains others' viewpoints and asks questions to ensure mutual understanding Resilience: The ability to remain unaffected by the moods and behaviors of others, while remaining empathetic, and demonstrate a strong sense of belief in one's own abilities Practical Skills Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel Occasional travel to include overnight stay. Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/26/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid
    $94k-175k yearly Auto-Apply 60d+ ago
  • Treasury Management Analyst

    Old National Bank 4.4company rating

    Ann Arbor, MI job

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Salary Range The salary range for this position is $18.75/Hr. - $42.25/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. We are currently seeking a Treasury Management Analyst (TMA) that will be partnered with the Treasury Management Consultant (TMC) and focused on developing strategies for revenue growth, client retention, and client experience. The TMA will assist and provide focus on new and cross-sell opportunities, supporting all activities from sales through implementation, ongoing client relationship management, and contribute to the attainment of established TM revenue goals (both individual and team). Key Accountabilities * Partner with assigned TM Consultants in all aspects of the sales process * Proficiency in knowledge of all TM solutions and their benefits to our clients * Must be able to persuasively communicate ONB's value-add proposition to both internal and external clients to influence the outcome within the sales process. * Engagement and involvement in client call preparation, business process reviews (BPRs), proposal generation, presentations, relationship reviews, client, and industry trend analysis, working capital analysis and interpretation, and pricing proformas. * Monitor and drive portfolio growth by reviewing key financial indicators and monthly trends. * Identify solutions that will improve revenue recognition through new, cross-sell, and price rationalization opportunities. * Will serve as quality control of current client charges to identify and resolve revenue leakage. * Responsible for outbound client contact on various initiatives of the TM division as required from time-to-time such as service change communication (pricing event), annual due diligence events, etc. * Analyze client's financials and industry to provide the relationship team insight regarding the client/prospect Cash Flow/Cash Conversion Cycle to help develop the Relationship Strategy * Responsible for submitting all forms and information required to set-up and onboard TM products/services. Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews. * Coordinate the appropriate implementation resources and assists with the implementation meetings (internal/external) * Manage Annual TM Review - prepare Review docs, schedule review, complete follow-up tasks. May conduct TM Review individually. * Work jointly with cross-functional team and assist in overall solution development and value proposition. * Review and analyze existing portfolio of assigned TMCs for revenue enhancement opportunities. Proactively identify and communicate new, cross-sell and price rationalization opportunities w/TM Consultants and/or directly w/the client as appropriate to drive portfolio growth. Research, identify and resolve missing revenue situations. * Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews. * Ensure complete client satisfaction through proactive partnership and providing timely responses to requests. * Work collaboratively w/front-end and back-end partners to ensure excellent service and/or product implementation for new/existing client requests. * Coordinate and participate with TMC client events to drive pipeline and sales (Round Tables, Lunch & Learns, Receptions) * Periodic travel required for training, internal and external sales meetings. * Other duties as requested. Key Competencies for Position Compelling Communication - Openly and effectively communicates with others: * Effectively and transparently shares information and ideas with others * Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain * Unites others towards common goal * Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction Develops Talent - Strengthen your abilities for today and beyond: * You Own You - you own your development and career * Actively assesses self by leveraging feedback to enhance knowledge, skills and behavior * Leverages own strengths and those of team members to meet individual and team goals supporting both internal and external client needs * Continuously develops self for current and future roles Makes Decisions & Solves Problems - Seeks deeper understanding and acts: * Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency * Collaborates and seeks to understand the root causes of problems * Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time * Takes action that is consistent with available facts, constraints and probable consequence Delights Clients - Continuously seeks and applies knowledge leading a best-in-class client experience: * Passionately serves internal/external clients with excellence * Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally * Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team * Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value Qualifications and Education Requirements * BS/BA degree in Business/Finance or equivalent education & experience * Comprehensive knowledge of Treasury Management products and services * An understanding of the TM sales process; sales, implementation & service functions * Ability to work under minimal supervision, and work well under pressure. * Critical thinking and project management experience. Initiative and ability to work independently while solving problems and managing multiple tasks. * Strong organizational, analytical and communications skills. Ability to effectively communicate internally and externally. * Ability to cope with complexity, uncertainty, and adapt to new and different circumstances, including collaborating with team members and partners with different work styles. * Advanced proficiency in Microsoft Word, Excel, PowerPoint, and unique TM solution-based systems * Demonstrated willingness to learn, implement feedback, and take action. * Ability to develop strong working relationships with clients and associates. * Demonstrated client service experience required (phone and face-to-face) * Possesses knowledge and understanding of numerous Treasury Management products in conjunction with Bank's Risk and Compliance environment. Preferred Qualifications: * Certified Treasury Professional Designation (CTP) * Accredited ACH Professional Designation (AAP) * 2-5 year's banking experience * 1 year TM Operations, Training, and/or Implementation Experience * 2 years sales experience; interest in consultant career path * Ability to interpret and analyze Financial Statements TM Analyst roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: Number of years of progressive or multi-faceted Treasury Management or Sales experience with TM support, TM sales, and/or Commercial, Wealth or Community Bank support or sales * Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial (including Treasury Management), Wealth or Community Bank clients * Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service * Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry) * Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures * Effectively ensures that each ONB client or interment partner has appropriate support focused on increasing product penetration and gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center * Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated * Traveling to and presenting/actively engaging at client sites * Aptitude to assist in the training of new team members within and outside of Treasury Management (or within Commercial, Wealth or Community Banking) TMA Levels Skill Level Level I (silent I) Basic TM & Sales Experience, Guidance Required Level 2 (II) Moderate TM & Sales Experience, Minimum Guidance Required Level 3 (III) In depth TM & Sales Experience, Works independently & acts as a resource Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!
    $18.8 hourly Auto-Apply 60d+ ago
  • Relationship Banker

    Old National Bank 4.4company rating

    Dundee, MI job

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations. Salary Range The salary range for this position is $17.00/Hr. - $29.75/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Key Accountabilities Develop and grow client and prospective client relationships Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives. Cross sells products and services and refers to business product partners to ensure client needs are met. Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.) Achieve Sales and Service Targets Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls. Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs. Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance. Operations Oversight Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc. Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience. Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements. Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics. Key Competencies for Position Culture Leadership: Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences. Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals. Execution Leadership: Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets. Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement. Client Leadership: Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting. Key Measures of Success/Key Deliverables Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc. Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment. Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts. Position Levels There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market. Relationship Banker Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training. Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus) Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered. Relationship Banker II Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered. Demonstrates consultative sales skills and strong service levels to build and deepen client relationships. Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles. May manage an assigned client portfolio to handle all consumer banking relationship needs. Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations. Completes Relationship Banker Development Program to demonstrate advanced proficiency in role. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $17 hourly Auto-Apply 1d ago
  • Banking Center Manager

    Old National Bank 4.4company rating

    Hudson, MI job

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities The Banking Center Manager is responsible for the administration and efficient operation of the banking center including branch profit and loss; successful execution of the sales process; client satisfaction and retention; implementation and compliance with all operational standards, legal and regulatory requirements; hiring, training, development and evaluation of staff; meeting individual sales goals; utilization of sales strategies and business calling expertise to develop new and expand existing customer relationships: The Banking Center Manager has individual responsibilities for direct client sales and service including account opening, loan applications, service inquiries and transaction processing as needed. They have individual sales goals as well as the responsibility for maximizing the sales and profitability of the entire banking center. Salary Range The salary range for this position is $60,000 - $121,300 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Banking Center Profitability and Oversight Assist the Community Banking Executive and Community Banking Market Manager in establishing, monitoring, and evaluating banking center and individual sales and service goals. Conduct regular meetings with banking center team to build product knowledge, review goals and expectations, recognize areas of success and opportunities for development; share corporate marketing campaign and supporting materials, and proactively introduce all servicing channels to consumer and business clients. Participate and encourage attendance in local community events and activities to activate partnerships within the area, through volunteerism of team members and corporate financial support. Client Centric Sales Approach Build banking center team focused on a consultative sales approach, uncovering needs of clients, and providing education and advice regarding the products and services available to meet the clients' needs. This includes hiring, training, mentoring, and developing team members to create a proficient team with loan and deposit knowledge. Leads team in educating clients of all consumer and small business loan and deposit products and services; promotes line of business resources through joint calling efforts including mortgage, investments, wealth management, private banking, commercial, treasury management and merchant processing; as well as the wide range of banking channels available to clients, including emerging technology and digital solutions to enhance the client experience Proactively coaches to ensure adherence to all regulatory requirements and guidelines, ethical standards and encourages sharing of best practices and effective sales techniques and tools Operational Excellence Staff to company benchmarks, ensuring all service standards are met or exceeded; respond to client inquiries in alignment with company policies, procedures, and standards; plan and assign banking center staffing to ensure optimal client service. Partners with the Market Service Leader to ensure appropriate oversight of banking center operations including compliance with bank policies, procedures and audit standards, compliance with legal and regulatory requirements, compliance with security practices/procedures and oversight of security equipment. Key Competencies for Position Execution Leadership: Communicates goals, tracks progress against key goals/metrics, effectively utilizing diverse talent and resources to achieve goals. Empowers team members and holds them accountable based on appropriate level of authority; manages progress effectively and takes appropriate measures to address performance issues. Seeks to identify what caused the issue, consults with lines of business and subject matter experts, as appropriate, to determine the best solution and acts within approved policies, procedures, and established guidelines. Client Leadership: Client Experience - Fosters a culture that enables others to deliver an exceptional client experience, anticipates, escalates and/or takes action when work processes, procedures, or policy implementation issues may affect the client, always working to resolve issues and design solutions with a clear picture of the client in mind. Seeks information about the client/client's business to develop sound solutions to meet each client's needs, following through on client commitments despite time pressures or obstacles; follows up to ensure the client is satisfied. Culture Leadership: Is accessible, approachable, and helpful to others, builds relationships, establishes trust, credibility, and respect with others through a track record of delivering on commitments, inspires team members to demonstrate our culture and core values, coaching and developing team members to act honestly and ethically in all efforts.People Leadership: Actively seeks to attract the best talent and to develop team members effectiveness in their current and future roles, encourages and values diversity. Gives, receives, and asks for feedback, creates a supportive, encouraging environment which empowers team members to stretch beyond what they thought they could do, while holding team members accountable for goals and deliverables. Qualifications and Education Requirements Education: Bachelor's Degree in business related field preferred or equivalent work experience 4+ years banking experience with 2+ years consumer lending experience 2+ years of supervisory experience, preferably in the banking or retail industry Licenses/Certifications: must be eligible to register with the National Mortgage Licensing System and Registry (NMLS) Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $60k-121.3k yearly Auto-Apply 41d ago
  • Private Client Advisor

    Keybank 4.4company rating

    Ann Arbor, MI job

    The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. Essential Functions Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million. Host holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly. Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff. Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB's of the Consumer Bank, where appropriate. Be an active member and participant of the Branch team. Engage in person licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base. Coordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education High School Diploma or equivalent experience (required) or Bachelor's Degree (preferred) Licenses and Certifications FINRA Security Industry Essentials (SIE) Upon Hire (required) FINRA License S7 Upon Hire (required) FINRA License S66 or S63 and 65 Upon Hire (required) Certified Financial Planner (CFP) (preferred) Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required) In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure to obtain licenses timely may result in termination of employment. () Skills Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space. Demonstrated ability to sell products and services to investment clients; evidence of strong sales results. Strong client centric focus. Proven ability to work as a collaborative team member. Ability to use standard office equipment, proprietary financial services systems. Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel Occasional travel to include overnight stay. Driving Requirements May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required. COMPENSATION AND BENEFITS This position is eligible to earn commission and deferred incentive compensation. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/31/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid
    $58k-83k yearly est. Auto-Apply 56d ago
  • Part-time Teller - 30 hours

    Keybank 4.4company rating

    Oregon, OH job

    Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Assumes responsibility for the efficient, effective, and accurate performance of teller functions in an in-person branch setting. Proactively work to identify and resolve client servicing issues, escalating as needed. Listen for clues for financial wellness opportunities during client conversations, and then appropriately transition the client(s) to a Banker. Assist clients in achieving their financial goals and objectives through the use of financial wellness tools. Attend and participate in in-person morning huddles and end of day debriefs. Follows compliance, audit and security procedures, balances cash drawer within balancing guidelines. Review and maintain knowledge of product guides, fees, and policies to stay current on offerings. Work on Saturdays as directed by management. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education High School Diploma , GED, or equivalent business experience (required) Work Experience Experience in a client service role (required) Experienced in cash handling (required) General understanding of PC with Windows based applications and calculator (required) Licenses and Certifications Notary License (preferred) Skills Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions. Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking). Strong work ethic and high level of integrity. Excellent time management skills. This skill involves managing and maintaining client accounts, ensuring accuracy and security. As a teller, you would assist clients with updating account information and ensuring all transactions are processed correctly. Educating clients on managing their finances effectively and promoting financial health. As a teller, you would identify opportunities to discuss financial wellness with clients, such as budgeting, saving, and planning for the future, and guide them to appropriate resources or bank services. Ability to accurately and securely process of cash transactions, including deposits, withdrawals, and balancing cash drawers at the end of each shift Ensuring accuracy in transactions and maintaining organized records Ability to identify and resolve client servicing issues efficiently Understanding and following banking regulations and security procedures Skills in identifying financial needs and promoting relevant banking products and services Awareness of techniques to detect and prevent fraudulent activities Collaborating effectively with teammates to ensure smooth operations Core Competencies All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements Ability to occasionally operate a motor vehicle with a valid driver's license. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $18.00 - $23.08 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 04/10/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $18-23.1 hourly Auto-Apply 7d ago
  • Mortgage Loan Officer - Ypsilanti, MI

    Keybank 4.4company rating

    Ypsilanti, MI job

    The Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. The MLO is expected to develop referrals as a means to grow Key's home lending business and client base. The MLO is expected to meet or exceed established sales goals while maintaining high standards of client satisfaction and loan quality. Essential Functions Prospect home lending business to build and develop new client loan originations and relationships. Originate and process a targeted number of family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines. Provide clients with detailed information about various mortgage options, interest rates, and terms to help them make informed decisions Gather documents at the time of registering a loan and remain the primary point of contact for the client during the loan process. Maintain high standards of client satisfaction and quality, ensuring sales/originator systems and workflows are efficiently controlled. Develop and maintain deep knowledge of KeyBank products, services, and competitive offerings. Maintain proficiency on sales/originator systems and develop efficient workflows. Keep informed of trends and developments in the real estate market and mortgage industry. Works in a branch environment to provide in-person client services 4+ days/week, to include participating in morning huddles and end of day debriefs on targeted days. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Bachelor's Degree in a business-related field or equivalent experience (preferred) Work Experience 3+ years Experience as a loan officer in 1st mortgage production (preferred) 3+ years Working knowledge of FNMA, FHLMC, FHA, VA, TIL regulations, Equal Credit Opportunity Act, RESPA regulations, local and state real estate and finance laws (preferred) Skills Excellent communication skills, both written and verbal. Strong customer service skills. Proficient in sales and service skills, including tele-consulting, prospecting, networking, and COI relationship management. Demonstrate strong financial acumen by understanding the business priorities of clients, analyzing market trends, and providing strategic advice on mortgage products and lending solutions. Generate new mortgage business and manage the loan origination process from initial application through to closing. Navigate the home mortgage process, from application to closing, providing advice on interest rates and repayment terms. Build partnerships with real estate agents and financial advisors. Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Driving Requirements May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required. COMPENSATION AND BENEFITS This position is eligible to earn commission and deferred incentive compensation. In addition to commission, this position is compensated at a fixed hourly rate draw of $15.00 hourly. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 03/13/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $15 hourly Auto-Apply 14d ago
  • Consumer Insurance Sales Enablement & Marketing Program Manager

    Huntington National Bank 4.4company rating

    Huntington National Bank job in Toledo, OH

    The colleague in this role has responsibility for the development and execution of marketing and sales enablement strategies for HII. Leads cross data analytic driven and sales support cross sell initiatives for insurance. Works with Insurance leadership to develop the strategy and execution of initiatives working with teams across insurance and our corporate partners (marketing, communications, segment partners, etc.). Leads development of content and pitchbooks to enable more robust and successful advice and guidance conversations. Duties and Responsibilities: + Owns the corporate marketing relationship for HII. Leads the development and execution of marketing strategy including acting as liaison for marketing to oversee execution of initiatives such as business case initiatives, branding (HII), .com redesign, direct mail, life insurance campaigns, sales sheets, brochures, branch take-ones, and social media/campaign/pilots. + Leads implementation of new segment-wide sales support initiatives and strategies to drive improved results + Plans, develops, and delivers sales tools and content as needed to support execution + Coordinates and oversees educational events and seminars for HII customers and prospects + Supports Insurance with development and maintenance of RFP templates and enrollment guides + Conducts feedback forums or focus groups and takes action as needed from what is discovered. Measures and reports program effectiveness and colleague experience through surveys and other tools. + Performs other duties as assigned. Basic Qualifications: + Bachelor's Degree + 7+ years' experience in marketing, enablement, and project management. Preferred Qualifications: + Excellent written and oral communication skills + Results-focused, highly motivated and self-starter + Strong organizational skills to manage multiple projects and priorities simultaneously + Attention to detail and ability to creatively find opportunities for improvement + Proven ability to effectively interact with program partners and executive leaders + Ability to think critically under pressure and apply strong problem-solving skills + Ability to influence team members (in a non-direct report environment) + Experience training and presenting in a professional setting + Critical-thinker able to quickly identify themes and patterns and connect the dots for solutions or efficiencies + Excellent analytical and mathematical skills + Ability to identify continuous improvement opportunities and solutions #LI-KB1 #INS Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $70,000.00 - $140,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $70k-140k yearly 10d ago
  • Escrow Loan Closer Sr

    Huntington Bancshares Inc. 4.4company rating

    Huntington Bancshares Inc. job in Bowling Green, OH

    The Escrow Loan Closer Sr will coordinate the preparation of loan closing packages for large commercial transactions, including entry of settlement statements pursuant to the loan closing instructions, collection of data for completion of the settlement statement, cutting checks and disbursing funds. Duties & Responsibilities: * Demonstrate technical mastery of the title insurance product line as well as title related products. * Provide mentorship, training and coaching to less experienced staff. * Assists in the development and implementation of customer service standards. * Communicate with all parties and/or legal counsel for all parties involved in a real estate transaction in order to schedule closing and collect information pertaining to the closing. * Clear title commitments of items that affect the ability to issue title insurance policy. * Prepare closing statements and title company documentation in a timely manner for closing. * Balance files in preparation for disbursing h. Disburse transactions according to settlement statement and instructions of the parties. * Communicate with title insurance company underwriters regarding complex title related issues and obtain approval as appropriate. * Take ownership of client inquiries and follows through to resolution. * Review title related documents and issues making decisions independent of manuals using commonly accepted industry practices. * Other duties as assigned. Basic Qualifications: * High School diploma * 5+ years of Real Estate Title Company or Insurance industry experience with a focus on title work administration. * Must possess Ohio title insurance agent license. Must be willing to obtain license for Indiana and Michigan if not already licensed. Preferred Qualifications: * Excellent written and oral communication skills. * Intermediate experience in Excel and experience with Microsoft Office products Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $31k-39k yearly est. Auto-Apply 32d ago
  • Financial Wellness Associate

    Keybank 4.4company rating

    Monroe, MI job

    Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography-clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. Acts as a resource to identify and resolve more complex client servicing issues. Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients. Consistently attains individual activity, behavior, and outcome goals and expectations. Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs. Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines. Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence. Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings. Work on Saturdays as directed by management. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education High School Diploma GED, or equivalent business experience (required) Work Experience Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required) Experienced in cash handling. (required) General understanding of PC with Windows based applications and calculator. (required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key. (required) Licenses and Certifications Notary License within 180 Days (preferred) Skills Knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions. Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online, and Telephone Banking). Strong work ethic and high level of integrity. Excellent time management skills. Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies. Knowledge of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients. Educating clients on financial concepts, products, and services to empower them to make informed decisions. Developing trust and rapport with clients through consistent, personalized interactions and effective communication. Accurately processing cash transactions, maintaining cash drawer balance, and ensuring security and compliance in cash operations. Strong communication, trust-building, and relationship management skills to foster strong advisor-client relationships. Ability to gain market insight and spot trends to provide sound financial strategies. Core Competencies All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required. Work Location Category Office-Based COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 04/10/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $19.2-28.4 hourly Auto-Apply 10d ago
  • Private Banking Service Specialist II

    Huntington 4.4company rating

    Huntington job in Toledo, OH

    The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship. Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high-net worth clients. The Service Specialist II is also responsible for maintaining a detailed level of knowledge of products and services to provide Service Excellence for our clients. The Service Specialist II will maintain focus and awareness of identifying, assessing, and managing risk and adhering to policies and procedures. Service coverage for multiple practices (Private Banking, Trust, & Investment Management). Duties & Responsibilities: Responsible for the day-to-day activities and interaction between the client and Huntington in terms of establishment, documentation, maintenance and servicing of the relationship, including but not limited to personal and business deposit accounts, wealth & investment management accounts and services, consumer lending and mortgages. Works directly with the client and/or Wealth Advisor to obtain related applicant and financial information or other documentation needed for new accounts or loans and servicing requests. Services customers by providing detailed information on specific accounts and building rapport. Responsible for identifying, researching, analyzing and resolving complex problems with accounts. Responsible for identifying, researching, analyzing and resolving complex problems with accounts. Responsible for proactive outreach to clients on a monthly basis and participation in Calling Days. Performs other duties as assigned. Basic Qualifications: High School Diploma 2 years customer service experience in banking or Wealth & Investment Financial Services experience Required when supporting Wealth Advisor Role: Microsoft suite proficient Notary Public Preferred Qualifications: Bachelor's degree Strong Interpersonal skills Excellent Customer Service, highly motivated, focused and goal oriented. Strong organizational skills with attention to detail, planning and follow-up. Strong written and verbal communication skills, including professional grammar and demeanor. Ability to work in fast paced environment with strict deadlines. Is able to work independently. Administrative experience with financial services industry. Strong knowledge of Huntington applications Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $32k-41k yearly est. Auto-Apply 21d ago
  • Commercial P&C Insurance Senior Account Manager

    Huntington Bancshares Inc. 4.4company rating

    Huntington Bancshares Inc. job in Toledo, OH

    The Insurance Senior Account Managers possess a high degree of product line knowledge and technical expertise. This position provides service to an assigned book of business with minimal producer or management involvement, prioritizes effectively and respond in designated time frames while working in a fast paced environment, acts independently to service large, complex accounts, as well as, as producer and servicer on assigned house accounts, and assists the producer in the production of new and renewal accounts. Duties and Responsibilities: * Serve as the primary point of contact for assigned book of clients, ensuring high-quality service and timely resolution of inquiries. * Conduct regular exposure analysis and risk reviews with clients and prospects. * Lead the end-to-end marketing process for new and renewal business. * Collaborate with clients and carriers to gather necessary data and negotiate coverage terms. * Review and present carrier quotes, ensuring alignment with client needs and agency standards. * Prepare and deliver proposals, and policy documents within established timelines. * Maintain accurate client and policy data in agency systems. * Identify and pursue account rounding, cross-sell, and referral opportunities. * Support new business prospecting efforts and contribute to agency growth initiatives. Basic Qualifications: * Bachelor's degree * Active Property & Casualty Insurance License * 5+ years experience managing a P&C commercial book of business Preferred Qualifications: * Advanced insurance designation (e.g., CIC, CPCU, ARM) or equivalent #LI-KB1 #INS Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $74k-97k yearly est. Auto-Apply 60d+ ago
  • Customer Experience Banker - (Bilingual Spanish) _ Dearborn Oakman

    Huntington National Bank 4.4company rating

    Huntington National Bank job in Dearborn, MI

    Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in understanding and educating customers on consumer deposit products. Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners. Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership. Adhering to all operational, security, risk and regulatory policies and procedures. Demonstrating acumen in sales, customer service, relationship management, banking, communication and presentation. Other duties as assigned. Basic Qualifications: High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree. Preferred Qualifications: 1 year or more in customer service in banking, financial services or goal driven retail sales. Cash handling skills. Comfort with technology such as mobile services and online banking services. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $41k-59k yearly est. Auto-Apply 18d ago
  • HFA Financial Advisor Senior -Branch

    Huntington Bancshares Inc. 4.4company rating

    Huntington Bancshares Inc. job in Temperance, MI

    Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients. Our Financial Advisors partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Duties & Responsibilities: * Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. * Utilize available tools and resources to build on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerance. * Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances. * Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. * Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers. * Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions for all their needs. * Performs other duties as assigned. Basic Qualifications: * High School Diploma * Minimum of 1 year of investment sales experience * Series 7, 63, 65/66 and Life and Health Licenses Preferred Qualifications: * Bachelor's Degree * At least 2-3 years of experience in an investments area * Experience coaching, influencing and developing individuals in a team environment * Track record of exceeding expectations as well as assigned goals and targets * Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $51k-78k yearly est. Auto-Apply 60d+ ago
  • Lead Teller

    Keybank 4.4company rating

    Lambertville, MI job

    Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Lead Teller, you act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships with Key by providing distinctive quality service in branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for day-to-day Teller scheduling, staffing issues, and branch compliance with regulatory, security, and internal audit controls. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Assumes responsibility for the efficient, effective, and accurate performance of teller functions while coaching other tellers to do so as well in an in-person branch setting. Acts as a resource to identify and resolve more complex client servicing issues. Listens for clues for financial wellness opportunities during client conversations, and then appropriately transitions the clients to a Banker. Assists clients in achieving their financial goals and objectives through the use of financial wellness tools. Attends and participates in in-person morning huddles and end-of-day debriefs. Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines. Manages day-to-day duties for the branch teller line, including scheduling of tellers, observing, and providing coaching to tellers to enhance effectiveness, and overseeing branch operational standards; provides direction and guidance for branch staff on operational/regulatory procedures. Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings. Supports the Branch Manager in onboarding and training new Tellers to the team. Work on Saturdays as directed by management Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education High School Diploma , GED, or equivalent business experience (required) Work Experience Minimum of 3 years demonstrated superior client relationship skills (required) Minimum of 3 years' experience in cash handling (required) Working knowledge of PC with Windows based applications and calculator (required) Demonstrated ability to lead, motivate, and foster teamwork (required) Demonstrated organizational skills while managing multiple tasks (required) Licenses and Certifications Notary License (preferred) Skills Knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions. Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online and Telephone Banking). Strong work ethic and high level of integrity; ability to exercise sound judgment to make reasonable decisions in the absence of direction. Excellent time management skills. Managing the daily activities of the teller line, ensuring efficient and accurate processing of transactions, maintaining compliance with banking regulations, and providing exceptional client service Accurately and securely processing of cash transactions, including deposits, withdrawals, and balancing cash drawers at the end of each shift Promoting the bank's products and services to clients, identifying sales opportunities, and achieving sales targets. Helping clients achieve their financial goals through education and the use of financial tools Core Competencies All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements Ability to occasionally operate a motor vehicle with a valid driver's license. Work Location Category Branch COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $18.75 - $25.00 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 04/03/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $18.8-25 hourly Auto-Apply 14d ago
  • Banking Center Manager

    Old National Bank 4.4company rating

    Hudson, MI job

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities The Banking Center Manager is responsible for the administration and efficient operation of the banking center including branch profit and loss; successful execution of the sales process; client satisfaction and retention; implementation and compliance with all operational standards, legal and regulatory requirements; hiring, training, development and evaluation of staff; meeting individual sales goals; utilization of sales strategies and business calling expertise to develop new and expand existing customer relationships: The Banking Center Manager has individual responsibilities for direct client sales and service including account opening, loan applications, service inquiries and transaction processing as needed. They have individual sales goals as well as the responsibility for maximizing the sales and profitability of the entire banking center. Salary Range The salary range for this position is $60,000 - $121,300 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Banking Center Profitability and Oversight Assist the Community Banking Executive and Community Banking Market Manager in establishing, monitoring, and evaluating banking center and individual sales and service goals. Conduct regular meetings with banking center team to build product knowledge, review goals and expectations, recognize areas of success and opportunities for development; share corporate marketing campaign and supporting materials, and proactively introduce all servicing channels to consumer and business clients. Participate and encourage attendance in local community events and activities to activate partnerships within the area, through volunteerism of team members and corporate financial support. Client Centric Sales Approach Build banking center team focused on a consultative sales approach, uncovering needs of clients, and providing education and advice regarding the products and services available to meet the clients' needs. This includes hiring, training, mentoring, and developing team members to create a proficient team with loan and deposit knowledge. Leads team in educating clients of all consumer and small business loan and deposit products and services; promotes line of business resources through joint calling efforts including mortgage, investments, wealth management, private banking, commercial, treasury management and merchant processing; as well as the wide range of banking channels available to clients, including emerging technology and digital solutions to enhance the client experience Proactively coaches to ensure adherence to all regulatory requirements and guidelines, ethical standards and encourages sharing of best practices and effective sales techniques and tools Operational Excellence Staff to company benchmarks, ensuring all service standards are met or exceeded; respond to client inquiries in alignment with company policies, procedures, and standards; plan and assign banking center staffing to ensure optimal client service. Partners with the Market Service Leader to ensure appropriate oversight of banking center operations including compliance with bank policies, procedures and audit standards, compliance with legal and regulatory requirements, compliance with security practices/procedures and oversight of security equipment. Key Competencies for Position Execution Leadership: Communicates goals, tracks progress against key goals/metrics, effectively utilizing diverse talent and resources to achieve goals. Empowers team members and holds them accountable based on appropriate level of authority; manages progress effectively and takes appropriate measures to address performance issues. Seeks to identify what caused the issue, consults with lines of business and subject matter experts, as appropriate, to determine the best solution and acts within approved policies, procedures, and established guidelines. Client Leadership: Client Experience - Fosters a culture that enables others to deliver an exceptional client experience, anticipates, escalates and/or takes action when work processes, procedures, or policy implementation issues may affect the client, always working to resolve issues and design solutions with a clear picture of the client in mind. Seeks information about the client/client's business to develop sound solutions to meet each client's needs, following through on client commitments despite time pressures or obstacles; follows up to ensure the client is satisfied. Culture Leadership: Is accessible, approachable, and helpful to others, builds relationships, establishes trust, credibility, and respect with others through a track record of delivering on commitments, inspires team members to demonstrate our culture and core values, coaching and developing team members to act honestly and ethically in all efforts.People Leadership: Actively seeks to attract the best talent and to develop team members effectiveness in their current and future roles, encourages and values diversity. Gives, receives, and asks for feedback, creates a supportive, encouraging environment which empowers team members to stretch beyond what they thought they could do, while holding team members accountable for goals and deliverables. Qualifications and Education Requirements Education: Bachelor's Degree in business related field preferred or equivalent work experience 4+ years banking experience with 2+ years consumer lending experience 2+ years of supervisory experience, preferably in the banking or retail industry Licenses/Certifications: must be eligible to register with the National Mortgage Licensing System and Registry (NMLS) Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!
    $60k-121.3k yearly Auto-Apply 40d ago
  • Treasury Management Analyst

    Old National Bank 4.4company rating

    Ann Arbor, MI job

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Salary Range The salary range for this position is $18.75/Hr. - $42.25/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. We are currently seeking a Treasury Management Analyst (TMA) that will be partnered with the Treasury Management Consultant (TMC) and focused on developing strategies for revenue growth, client retention, and client experience. The TMA will assist and provide focus on new and cross-sell opportunities, supporting all activities from sales through implementation, ongoing client relationship management, and contribute to the attainment of established TM revenue goals (both individual and team). Key Accountabilities Partner with assigned TM Consultants in all aspects of the sales process Proficiency in knowledge of all TM solutions and their benefits to our clients Must be able to persuasively communicate ONB's value-add proposition to both internal and external clients to influence the outcome within the sales process. Engagement and involvement in client call preparation, business process reviews (BPRs), proposal generation, presentations, relationship reviews, client, and industry trend analysis, working capital analysis and interpretation, and pricing proformas. Monitor and drive portfolio growth by reviewing key financial indicators and monthly trends. Identify solutions that will improve revenue recognition through new, cross-sell, and price rationalization opportunities. Will serve as quality control of current client charges to identify and resolve revenue leakage. Responsible for outbound client contact on various initiatives of the TM division as required from time-to-time such as service change communication (pricing event), annual due diligence events, etc. Analyze client's financials and industry to provide the relationship team insight regarding the client/prospect Cash Flow/Cash Conversion Cycle to help develop the Relationship Strategy Responsible for submitting all forms and information required to set-up and onboard TM products/services. Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews. Coordinate the appropriate implementation resources and assists with the implementation meetings (internal/external) Manage Annual TM Review - prepare Review docs, schedule review, complete follow-up tasks. May conduct TM Review individually. Work jointly with cross-functional team and assist in overall solution development and value proposition. Review and analyze existing portfolio of assigned TMCs for revenue enhancement opportunities. Proactively identify and communicate new, cross-sell and price rationalization opportunities w/TM Consultants and/or directly w/the client as appropriate to drive portfolio growth. Research, identify and resolve missing revenue situations. Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews. Ensure complete client satisfaction through proactive partnership and providing timely responses to requests. Work collaboratively w/front-end and back-end partners to ensure excellent service and/or product implementation for new/existing client requests. Coordinate and participate with TMC client events to drive pipeline and sales (Round Tables, Lunch & Learns, Receptions) Periodic travel required for training, internal and external sales meetings. Other duties as requested. Key Competencies for Position Compelling Communication - Openly and effectively communicates with others: Effectively and transparently shares information and ideas with others Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain Unites others towards common goal Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction Develops Talent - Strengthen your abilities for today and beyond: You Own You - you own your development and career Actively assesses self by leveraging feedback to enhance knowledge, skills and behavior Leverages own strengths and those of team members to meet individual and team goals supporting both internal and external client needs Continuously develops self for current and future roles Makes Decisions & Solves Problems - Seeks deeper understanding and acts: Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency Collaborates and seeks to understand the root causes of problems Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time Takes action that is consistent with available facts, constraints and probable consequence Delights Clients - Continuously seeks and applies knowledge leading a best-in-class client experience: Passionately serves internal/external clients with excellence Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value Qualifications and Education Requirements BS/BA degree in Business/Finance or equivalent education & experience Comprehensive knowledge of Treasury Management products and services An understanding of the TM sales process; sales, implementation & service functions Ability to work under minimal supervision, and work well under pressure. Critical thinking and project management experience. Initiative and ability to work independently while solving problems and managing multiple tasks. Strong organizational, analytical and communications skills. Ability to effectively communicate internally and externally. Ability to cope with complexity, uncertainty, and adapt to new and different circumstances, including collaborating with team members and partners with different work styles. Advanced proficiency in Microsoft Word, Excel, PowerPoint, and unique TM solution-based systems Demonstrated willingness to learn, implement feedback, and take action. Ability to develop strong working relationships with clients and associates. Demonstrated client service experience required (phone and face-to-face) Possesses knowledge and understanding of numerous Treasury Management products in conjunction with Bank's Risk and Compliance environment. Preferred Qualifications: Certified Treasury Professional Designation (CTP) Accredited ACH Professional Designation (AAP) 2-5 year's banking experience 1 year TM Operations, Training, and/or Implementation Experience 2 years sales experience; interest in consultant career path Ability to interpret and analyze Financial Statements TM Analyst roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: Number of years of progressive or multi-faceted Treasury Management or Sales experience with TM support, TM sales, and/or Commercial, Wealth or Community Bank support or sales Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial (including Treasury Management), Wealth or Community Bank clients Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry) Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures Effectively ensures that each ONB client or interment partner has appropriate support focused on increasing product penetration and gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated Traveling to and presenting/actively engaging at client sites Aptitude to assist in the training of new team members within and outside of Treasury Management (or within Commercial, Wealth or Community Banking) TMA Levels Skill Level Level I (silent I) Basic TM & Sales Experience, Guidance Required Level 2 (II) Moderate TM & Sales Experience, Minimum Guidance Required Level 3 (III) In depth TM & Sales Experience, Works independently & acts as a resource Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $18.8 hourly Auto-Apply 1d ago
  • Relationship Banker

    Old National Bank 4.4company rating

    Dundee, MI job

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations. Salary Range The salary range for this position is $17.00/Hr. - $29.75/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Key Accountabilities Develop and grow client and prospective client relationships Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives. Cross sells products and services and refers to business product partners to ensure client needs are met. Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.) Achieve Sales and Service Targets Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls. Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs. Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance. Operations Oversight Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc. Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience. Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements. Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics. Key Competencies for Position Culture Leadership: Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences. Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals. Execution Leadership: Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets. Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement. Client Leadership: Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting. Key Measures of Success/Key Deliverables Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc. Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment. Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts. Position Levels There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market. Relationship Banker Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training. Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus) Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered. Relationship Banker II Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered. Demonstrates consultative sales skills and strong service levels to build and deepen client relationships. Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles. May manage an assigned client portfolio to handle all consumer banking relationship needs. Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations. Completes Relationship Banker Development Program to demonstrate advanced proficiency in role. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!
    $17 hourly Auto-Apply 60d+ ago

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