Middle Market Banker for Triple Net Lease Industrial Acquisitions
Investment banker job in Cleveland, OH
Our client seeks an experienced and dynamic middle market investment banker with experience calling on mid-market industrial, manufacturing, and wholesale distribution center owner/ operators to provide triple net lease financing for the acquisition of their properties.
This individual will lead industrial and industrial outdoor storage (IOS) real estate transactions. The Director will drive strategic acquisitions by calling on the C suite to present financing options that include the purchase of their properties for a triple net lease structure.
The role also includes asset management, dispositions, and joint venture partnerships.
This role involves raising capital from existing investors and building key relationships within the industry. The Director will work closely with senior leadership to identify opportunities, successfully close transactions, and execute business plans.
Key Responsibilities
Transaction Leadership: Lead industrial and IOS real estate transactions from sourcing through to acquisition, asset management, and disposition.
Capital Raising: Raise capital from existing investors to support acquisition efforts and ensure adequate funding.
Market Strategy: Develop and implement strategies to expand the industrial portfolio, keeping a pulse on market trends and opportunities.
Deal Structuring: Negotiate complex deal structures, including purchase agreements and financing arrangements.
Due Diligence: Oversee financial analysis, property evaluations, and due diligence to ensure sound investment decisions.
Underwriting & Financial Modeling: Develop comprehensive property cash flow projections in Excel, leveraging expertise in credit underwriting and financial statement analysis to support the preparation of investment memoranda and term sheets for executive review.
Relationship Management: Cultivate and maintain relationships with industrial tenants, brokers, developers, and financial institutions to source deals and strengthen partnerships.
Reporting & Analysis: Provide leadership with transaction updates, market insights, and performance metrics for the existing portfolio.
Collaboration: Work closely with internal departments such as legal, finance, and asset management to ensure smooth transaction execution and portfolio optimization.
Leadership: Mentor and lead a team, with an analyst directly reporting to the Director.
The Candidate
Experience and Professional Qualifications
Experience and professional qualifications required for the role.
Experience: 7+ years in real estate transactions with a focus on the industrial sector. Demonstrated success in leading large-scale deals and raising capital.
Skills: Strong financial modeling skills (Excel, Argus), with proficiency in real estate platforms such as CoStar, REIS, RCA, and Trepp. Excellent negotiation and presentation abilities.
Network: Established industry relationships with brokers, investors, and tenants.
Mindset: Strategic thinker with a long-term investment focus, ethical decision-making, and an entrepreneurial spirit.
Leadership: Proven ability to mentor and develop junior professionals and work collaboratively with cross-functional teams.
Education:
Bachelor's degree in real estate, finance, business, or related field is required. MBA or advanced
SE#510750992
Proprietary Equity Trader
Investment banker job in Akron, OH
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyWealth Banker - PNC Investments
Investment banker job in Cleveland, OH
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Wealth Banker within PNC's Investments organization, you will be based in the Cleveland Metropolitan Area.Job Description
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients, with focus typically on a more complex, sophisticated client base. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households.
Develops and maintains internal and external partnerships to drive new revenue, acquisition and growth. Owns communication and contact with existing clients to ensure expansion opportunities are captured. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience from acquisition through onboarding and servicing. Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Generates quality referrals for ecosystem partners. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs.
Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience.
Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Own the client relationship and holds team accountable for deliverables. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor.
Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiates client experience through advanced conversation skills. Has in depth knowledge of business segment capabilities and offerings.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
CompetenciesBanking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Influencing, Managing Multiple Priorities, Products and Services, Relationship Management, Selling.Work ExperienceRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesFINRA Series 7 and 66 (or 63,65) required. Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Life & Health Insurance licenses required.Pay TransparencyBase Salary: $55,000.00 - $98,000.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education.Application WindowGenerally, this opening is expected to be posted for two business days from 08/07/2025, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Auto-ApplyInvestment Banking Intern (Summer 2026)
Investment banker job in Woodmere, OH
MarshBerry is growing! We are seeking an
Investment Banking Intern
to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve, and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.
Job Details
Position Summary:
MarshBerry is currently seeking an
Investment Banking Intern
based in either our
Beachwood OH, Grand Rapids MI, Plano TX, or Dana Point CA offices.
The
Investment Banking Intern
is responsible for analyzing client business data and financial documents and entering data into financial models to support merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry's Investment Banking and Consulting Team. The Intern will also fulfill ad hoc data and research requests.
Responsibilities:
Collaborates as a member of project teams in fulfillment of merger and acquisition advisory, valuation, due diligence, and financial consulting projects including financial analysis and models, fact finding, data gathering, analysis, report writing, and value determination.
Analyze data from client financial statements and enter it into MarshBerry models.
Convert data from various formats into standardized format and chart of accounts.
Complete projects in desired timeframe prioritizing work and following guidelines and metrics provided to complete multiple projects simultaneously.
Cultivates and maintains effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.
Any other special projects, tasks or duties as assigned.
Selection Criteria
Education & Experience:
Students pursuing a Bachelor's Degree in Finance or Accounting at the Senior level.
Highly proficient with technology; Microsoft Excel, Word, PowerPoint, and Outlook.
Working knowledge of financial statements, and financial and accounting data.
Other:
Strong analytical and problem-solving skills.
Strong communication skills; both written and verbal with demonstrated creativity with regard to work.
Exceptional organization skills and ability to multi-task; able to complete simultaneous projects and responsibilities with extreme attention to detail according to required timelines and deadlines.
Must be legally authorized to work in the United States without requiring sponsorship now or in the future.
Working at MarshBerry
Who We Are:
MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.
What We Do:
MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.
It's one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:
Crain's Best Employers in Ohio
The Nation's Best and Brightest in Wellness
North Coast 99
Top Work Places - The Plain Dealer
Weatherhead 100
West Michigan's Best and Brightest Companies to Work for
To learn more about MarshBerry, visit *******************
We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.
Private Client Banker - Akron Square - Akron, OH
Investment banker job in Akron, OH
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyVirtual Banker
Investment banker job in Beachwood, OH
Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals.
Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception.
We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank:
* American Banker Best Banks to Work For in 2021, 2022, and 2023
* Top Workplaces USA national award in 2022, 2023, and 2024
* Newsweek's America's Best Banks 2023, and 2024
* Newsweek's America's Greatest Workplaces 2024 and 2025
* U.S. News & World Report's Best Companies to Work For in Banking and in the Midwest 2024-2025
At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation, and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/
Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization.
Job Purpose:
The primary purpose of this role is to provide comprehensive relationship management for an assigned portfolio of business customers, including oversight of business term loans, real estate loans, line of credit, and depository accounts. The position is responsible for ensuring the health and performance of the portfolio through proactive delinquency management, timely processing of loan renewals and extensions, and coordination of loan modifications within established bank policies. The role also includes managing depository overdrafts, supporting the maintenance of specialized loan portfolios, and working collaboratively with Retail Branches and internal departments to negotiate and process all necessary loan and depository documentation.
Job Duties:
* Direct management of an assigned portfolio of business customers. This portfolio includes business term loans, business real estate loans, lines of credit, and depository accounts.
* Perform delinquency management of assigned portfolio including out-bound telephone contacts and email communication, as well as coordinating additional collection activities with other partners within Credit Administration.
* Management of loan maturities to ensure on-time processing of all related renewals and extensions.
* Facilitate all requests for modifications of existing loans within the guidance of specified bank policies and procedures.
* Depository overdraft management for assigned deposit accounts.
* Assist in maintenance and management of specialized loan portfolios housed within the Business Loan Group.
* Work with a team of Retail Branches to assist in the negotiation of any depository or loan documents that will need processed for the assigned portfolio of business customers.
* Work with multiple internal departments to smoothly process all required documentation to effectively manage the assigned portfolio.
* Will perform special projects as assigned.
Education, Job Skills and Qualifications:
* Bachelor's degree required. Specialization in accounting, finance, or economics preferred.
* 1-3 years of experience in business or commercial lending required.
* Analytically minded - ability to evaluate financial statements, business and personal tax returns, and interpret results and reach conclusions.
* Strong verbal and written communications skills.
* Strong problem solving and conflict resolution skills.
* Strong interpersonal skills.
* Highly organized and attentive to detail.
* Proven ability to exercise discretion and sound judgement.
* Proven ability to effectively communicate viewpoint and make independent decisions.
* Ability to understand and apply bank's credit policy.
* Proficient with Microsoft suite of products, especially Excel, nCino experience a plus.
* Some travel may be required; must have valid driver's license for travel throughout Peoples Bank footprint of offices.
* Team player.
Basic Qualifications:
* Bachelor's degree.
* 1-3 years of experience in business or commercial lending required.
* Some travel may be required; must have valid driver's license for travel throughout Peoples Bank footprint of offices.
Equal Opportunity Employer M/F/Disabled/Vet;
If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process, or other inquiries.
Private Client Banker - Seven Hills - Seven HIlls, OH
Investment banker job in Akron, OH
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplySummer 2026 Commercial Bank Internship - Cleveland
Investment banker job in Cleveland, OH
If you are interested in more than one KeyBank Internship opportunity, please consider applying for your top 3 internship roles within 12 months to ensure you are not duplicating efforts and obtaining the best candidate experience.
The Commercial Bank internship will provide an experience to understand the Commercial Banking landscape and how the various line of business functions collaborate to provide clients/prospects with the insights and solutions they need to operate their business more effectively.
Program Duration: MAY 27, 2026 - AUGUST 7, 2026
What does our Internship Program offer?
Key's Enterprise Internship is a 10.5-week program that provides meaningful work that matters, offers feedback and coaching, and creates engaging events and conversations that will spark excitement and interest in bringing one's full-time career to Key.
Interns are involved in a host of line of business specific projects that directly impact and benefit Key's business and strategic pillars. The program includes networking with Key teammates across all levels of the organization, a series of Learning Labs where internal and external speakers provide insight on Key's competitive landscape, financial wellness, and professional development best practices, and an assigned mentor who shares knowledge, experience, and advice.
Commercial Banking
Commercial at Key offers a comprehensive suite of financial solutions tailored to support the growth, liquidity, and risk management needs of middle market and institutional clients. What differentiates us from competitors is our ability to seamlessly deliver comprehensive industry expertise, unique insight and capital markets solutions. This includes services such as lending, commercial payments (treasury), and advisory support. As a core component of Key's strategic priorities, the Commercial Bank plays a vital role in driving client success and contributing to the company's overall performance.
About the Internship
As an intern, you will gain valuable experience by contributing to a variety of projects and collaborating closely with seasoned professionals within our Payments and Internal Operations functions. Opportunities where you may be assigned include Business Development (Sales), Product, Commercial Bank Risk, or Commercial Bank Operations. You will receive exposure to various segments within the Commercial Bank, as well.
Job Responsibilities
Learns and understands how KeyBank and the Commercial Bank operate, including our mission, products, and the clients we serve
Works alongside industry professionals, conducting analysis of financial reporting and identifying business opportunities
Receives the training, mentorship, and engagement with senior leaders needed to learn the industry
Collaborates with sales and product teams to deliver value to our clients through a variety of day-to-day and project work
Conducts research and analysis as part of a capstone project that will be presented to executive leadership at the culmination of the internship
Builds relationships to learn about the various departments within KeyBank and the role that each play in overall organization
Qualifications
Must have completed at least two years toward a four-year, undergraduate degree program with coursework in Finance, Economics, Accounting, Data Sciences, Business Analytics, Information Systems, Mathematics with an anticipated graduation in or before May of 2027
Outstanding academic achievement (minimum undergraduate 3.3 GPA)
Demonstrated leadership and teamwork from past work experience and/or extracurricular activities
Strong analytical, problem solving, and critical thinking skills
Highly motivated with a strong work ethic
Outstanding interpersonal, communication and presentation skills
Proficiency in Excel and PowerPoint
Professional conduct
Compensation and Benefits
This position is eligible to earn an hourly rate of $23 per hour. Compensation also includes a $2,000 Summer Internship Sign-on Bonus.
KeyBank's Internship and Analyst positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $18.00 - $22.60 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location.
Please note: While a base pay range is referenced above, this position is compensated at a fixed rate of $23 hourly and is eligible to receive a $2,000 sign-on bonus.
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: 01/09/2026 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-Remote
Auto-ApplyPatient Financial Services Representative
Investment banker job in Shaker Heights, OH
Great opportunity to join a company that values our employees and the patients we serve! Centers for Dialysis Care is seeking an experienced Patient Financial Services Representative to work out of our Corporate Office located in Shaker Heights, OH. This position is onsite.
Why Choose CDC?
We offer a complete benefits package to include medical, dental, vision, 401K, Short/Long Term Disability options, along with company paid life insurance
210 Hours of PTO
Tuition Reimbursement Program
Employee Perks Program
Career Development Opportunities
Starting Salary is between $18.00 - $24.00 per hour (DOQ)
Position Overview:
The purpose of this position is to bill and collect insurance accounts receivable for multi-payer sources.
Job Description:
Prepares and sends claims monthly to payers for dialysis services rendered at our CDC clinics via an electronic billing system.
Analyzes Accounts Receivable to ensure timely payment is received for claims billed. This includes root cause analysis, contact with payers (via phone or paper/electronic status inquires), ensuring patient responsibility is properly and timely identified.
Follows and reports status of delinquent patient accounts to the Director of Patient Accounts and Chief Financial Officer
Works on various revenue collection projects/duties as assigned
Qualifications:
High school diploma required, some college accounting courses or other field related continuing education
Knowledge of electronic billing systems preferably Quadex is required.
At least 3 years' experience in a Healthcare Accounts Receivable setting is essential
Excellent customer service, interpersonal and communication skills required
Knowledge of medical billing/collection practices
Knowledge of business office procedures
Knowledge of basic medical coding and third-party operating procedures and practices
Ability to establish and maintain effective working relationships with patients, employees and the public
Centers for Dialysis Care is proud to be an Equal Opportunity Employer.
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Part-time-Banks Cleaning
Investment banker job in Strongsville, OH
Do you want to work for the areas leading Building Services Company. Environment Control is seeking a Mature/Dependable person to fill an evening Banks Cleaning position in various bank office buildings in the areas. Must be available to start immediately after passing a criminal background check. This is a part time position averaging approximately 2-3 hours per night. This position is Monday, Tuesday, Thursday, Friday after 6:00pm, cleaning 4 banks, and a commercial building, pay rate is $14.00 per hour, plus paid traveling time.
Must have valid driver's license and vehicle.
30 W. Bridge St. Berea, Oh 44017
16046 Pearl Rd. Strongsville,oh 44136
4023 Center Road, Brunswick, OH 44212
810 North Court, Medina, OH 44256
*** For Immediate Consideration please complete an application at Apply.eccleveland.com
Requirements:
1). Criminal Background check required
2). Reliable Transportation
3). Valid Drivers License and clean driving record
4). Prior Housekeeping experience/ commercial cleaning experience preferred
About Environment Control
Environment Control is a cleaning company that is locally owned and operated. Our company is made up of more than 200 people from all walks of life and diverse cultures which we believe makes us a great company to join. We are building a company that cares about people. All are welcome.
We are looking for people to join our team who like the idea of hard work and fair pay.
Our promise to our employees is to provide:
Honest and fair treatment by management and coworkers.
Three days of training and extra support throughout your first few weeks. Ongoing supervision.
All the materials required for you to do a good job.
A raise/promotion program that has specific and tangible ways to grow your wage.
If you want it, a consistent schedule that does not change.
We believe that our success as a company depends on our employee's job satisfaction from cleaners to office staff to management. Our goal as a company is to encourage and support you as well as provide excellent and consistent cleaning service to our customers.
Report straight to your assignments, check in/out of your assignment with mobile application, finish your work and go home!
***Candidates Must reside within a close radius of the job location, no further than 15-20 minutes***
*
Auto-ApplyPersonal Banker - North Canton Banking Center
Investment banker job in North Canton, OH
The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, with 17 locations across Holmes, Medina, Stark, Tuscarawas, and Wayne counties. CSB is recognized as a top employer in our region as an eight-year winner of the NorthCoast 99 award (********************** which recognizes the 99 best employers for top talent in Northeast Ohio.This full-time position is located on-site at our North Canton Banking Center. In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below.
Summary: This individual provides exceptional service to our customers and prospects, opens new accounts, processes loan activity, grows customer portfolios and strengthens community relations with the Banking Center. Essential Functions: Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Serve our customers in a professional and caring manner
Adhere to CSB Customer Service & Retail Ready! Standards
Follow CSB professional standards of dress and conduct
Build rapport with customers by asking quality questions to help meet their needs
Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality.
Project a positive image of CSB
Promote CSB by participating in community activities
Represent CSB through professional and courteous conduct
Execute service & sales initiatives to support growth in customer portfolios
Utilize relationship banking principles during customer interaction
Understand and have the ability to explain the features and benefits of all banking products and services
Engage customers and prospects to gain an understanding of their individual banking needs and provide those services as determined
Establish new deposit accounts according to Retail Services Handbook guidelines
Guide and educate customers in setting up and maintaining all electronic banking services including online, mobile, and text banking
Track new and closed accounts monthly and report findings to Banking Center Manager
Review the deposit account tickler and correct outstanding items
Process account maintenance as requested by customers following established procedures as outlined in the Retail Services Handbook
Complete new account customer engagement reviews and phone calls
Develop relationships with CSB business partners including lenders, cash management, trust & brokerage officers
Contact customers, businesses, and community and civic organizations to promote goodwill and generate new business
In the absence of a CSR or Lead CSR, operate the teller line within CSB established guidelines for providing excellent customer service and maintaining a productive work space
Complete customer transactions as outlined in the Retail Services Handbook while adhering to Bank-wide Policies and Procedures
Maintain cash drawer within acceptable limits as outlined in Bank-wide Policies and Procedures
Balance cash drawer at end of every banking day
Assist customers in accessing safe deposit boxes
Provide customer referrals to bank personnel as appropriate
Scan proof work to Deposit Operations throughout each day
Perform end of day duties as needed, such as utilities and cash advance item reconciliation
Assist Banking Center Manager in the achievement of banking center goals
Support Banking Center Manager in developing growth strategies
Analyze monthly deposit account results and work with staff to achieve banking center goals
Assist with the planning and execution of regularly scheduled staff meetings
Assist in opening and closing the Banking Center
Decision NSF accounts during an absence of the Banking Center Manager
Process lending activity within the banking center
Accept applications
Examine, process and decision loans within specified limits
Education and/or Experience: High school diploma or general education degree (GED); or one or more years related experience and/or training; or equivalent combination of education and experience.
Summary of Employee Benefits:
Competitive base wage
Incentive compensation and profit sharing
Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance - (plan and/or benefits eligibility requirements apply)
Paid time off for vacation, illness, bereavement, and jury duty
401(k) with an employer match and on-site advisers
Employee Assistant Program (EAP) with free access to mental health resources
Comprehensive wellness program with financial incentives to promote a healthy lifestyle
Training and professional development opportunities to help you reach your long-term goals
Paid holidays available immediately upon hire
Volunteerism opportunities to give back to our local communities
The Commercial & Savings Bank is an Equal Opportunity Employer.
Auto-ApplyFinancial Services Representative State Farm Agent Team Member
Investment banker job in Beachwood, OH
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Paid time off
Training & development
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...
Simple IRA
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Flexible hours
Valuable experience
Growth potential/Opportunity for advancement within my agency
Requirements
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Excellent communication skills - written, verbal and listening
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
Self-motivated
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Personal Banker - North Canton Banking Center
Investment banker job in North Canton, OH
The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, with 17 locations across Holmes, Medina, Stark, Tuscarawas, and Wayne counties. CSB is recognized as a top employer in our region as an eight-year winner of the NorthCoast 99 award (********************** which recognizes the 99 best employers for top talent in Northeast Ohio.This full-time position is located on-site at our North Canton Banking Center. In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below.
Summary: This individual provides exceptional service to our customers and prospects, opens new accounts, processes loan activity, grows customer portfolios and strengthens community relations with the Banking Center. Essential Functions: Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Serve our customers in a professional and caring manner
Adhere to CSB Customer Service & Retail Ready! Standards
Follow CSB professional standards of dress and conduct
Build rapport with customers by asking quality questions to help meet their needs
Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality.
Project a positive image of CSB
Promote CSB by participating in community activities
Represent CSB through professional and courteous conduct
Execute service & sales initiatives to support growth in customer portfolios
Utilize relationship banking principles during customer interaction
Understand and have the ability to explain the features and benefits of all banking products and services
Engage customers and prospects to gain an understanding of their individual banking needs and provide those services as determined
Establish new deposit accounts according to Retail Services Handbook guidelines
Guide and educate customers in setting up and maintaining all electronic banking services including online, mobile, and text banking
Track new and closed accounts monthly and report findings to Banking Center Manager
Review the deposit account tickler and correct outstanding items
Process account maintenance as requested by customers following established procedures as outlined in the Retail Services Handbook
Complete new account customer engagement reviews and phone calls
Develop relationships with CSB business partners including lenders, cash management, trust & brokerage officers
Contact customers, businesses, and community and civic organizations to promote goodwill and generate new business
In the absence of a CSR or Lead CSR, operate the teller line within CSB established guidelines for providing excellent customer service and maintaining a productive work space
Complete customer transactions as outlined in the Retail Services Handbook while adhering to Bank-wide Policies and Procedures
Maintain cash drawer within acceptable limits as outlined in Bank-wide Policies and Procedures
Balance cash drawer at end of every banking day
Assist customers in accessing safe deposit boxes
Provide customer referrals to bank personnel as appropriate
Scan proof work to Deposit Operations throughout each day
Perform end of day duties as needed, such as utilities and cash advance item reconciliation
Assist Banking Center Manager in the achievement of banking center goals
Support Banking Center Manager in developing growth strategies
Analyze monthly deposit account results and work with staff to achieve banking center goals
Assist with the planning and execution of regularly scheduled staff meetings
Assist in opening and closing the Banking Center
Decision NSF accounts during an absence of the Banking Center Manager
Process lending activity within the banking center
Accept applications
Examine, process and decision loans within specified limits
Education and/or Experience: High school diploma or general education degree (GED); or one or more years related experience and/or training; or equivalent combination of education and experience.
Summary of Employee Benefits:
Competitive base wage
Incentive compensation and profit sharing
Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance - (plan and/or benefits eligibility requirements apply)
Paid time off for vacation, illness, bereavement, and jury duty
401(k) with an employer match and on-site advisers
Employee Assistant Program (EAP) with free access to mental health resources
Comprehensive wellness program with financial incentives to promote a healthy lifestyle
Training and professional development opportunities to help you reach your long-term goals
Paid holidays available immediately upon hire
Volunteerism opportunities to give back to our local communities
The Commercial & Savings Bank is an Equal Opportunity Employer.
Auto-ApplyPersonal Banker Supervisor, Painesville (Bilingual Spanish Required)
Investment banker job in Cleveland, OH
The Personal Banker Supervisor plays a key role in delivering exceptional customer service and strengthening customer relationships. This position involves engaging in meaningful interactions to understand customer needs and recommending tailored banking products and services, including checking and savings accounts, credit cards, loans, and digital banking solutions.
In addition to a comprehensive retail training program that develops consultative sales skills, the Personal Banker Supervisor receives leadership training focused on branch operations. This includes essential procedures for opening and closing the branch, as well as strategies for making informed business decisions that prioritize customer satisfaction and operational efficiency.
Qualifications:
* High school diploma/GED required.
* College degree or a minimum of one year demonstrated ability to deliver outstanding customer service while achieving sales goals is required.
* Leadership, supervision, or mentorship experiences required.
* Ability to travel as needed to training.
* Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency.
Principal Activities and Duties:
* Demonstrate a sales and service approach to building customer relationships by offering products and services according to customer needs.
* Develop new customer relationships by greeting customers in the branch, scheduling appointments with leads, and conducting outbound calling efforts.
* Perform teller functions based upon the needs of the branch. Maintain an acceptable balancing record while processing transactions in an accurate and efficient manner.
* Multitasking skills to quickly shift from transaction to transaction.
* Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction.
* Arithmetic skills to count money accurately.
* Computer literacy to access account information and process transactions.
* Develop a thorough knowledge of Bank products and guidelines by attending the required classes.
* Maintain a professional appearance and conduct yourself in a professional manner at all times.
* Maintain the highest level of professional integrity and ethics.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Financial Services Representative - State Farm Agent Team Member
Investment banker job in Elyria, OH
Job DescriptionBenefits:
401(k)
401(k) matching
Bonus based on performance
Paid time off
Training & development
Competitive salary
Opportunity for advancement
ROLE DESCRIPTION:
As a financial service specialist with JP Merk State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
1+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 6 and 63 licenses preferred.
Private Client Banker - Cedar and Warrensville - South Euclid, OH
Investment banker job in South Euclid, OH
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyPrivate Client Banker - Hartville - Hartvile, OH
Investment banker job in Hartville, OH
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyPatient Financial Services Representative
Investment banker job in Shaker Heights, OH
Great opportunity to join a company that values our employees and the patients we serve! Centers for Dialysis Care is seeking an experienced Patient Financial Services Representative to work out of our Corporate Office located in Shaker Heights, OH. This position is onsite.
Why Choose CDC?
We offer a complete benefits package to include medical, dental, vision, 401K, Short/Long Term Disability options, along with company paid life insurance
210 Hours of PTO
Tuition Reimbursement Program
Employee Perks Program
Career Development Opportunities
Position Overview:
The purpose of this position is to bill and collect insurance accounts receivable for multi-payer sources.
Job Description:
Prepares and sends claims monthly to payers for dialysis services rendered at our CDC clinics via an electronic billing system.
Analyzes Accounts Receivable to ensure timely payment is received for claims billed. This includes root cause analysis, contact with payers (via phone or paper/electronic status inquires), ensuring patient responsibility is properly and timely identified.
Follows and reports status of delinquent patient accounts to the Director of Patient Accounts and Chief Financial Officer
Works on various revenue collection projects/duties as assigned
Qualifications:
High school diploma required, some college accounting courses or other field related continuing education
Knowledge of electronic billing systems preferably Quadex is required.
At least 3 years' experience in a Healthcare Accounts Receivable setting is essential
Excellent customer service, interpersonal and communication skills required
Knowledge of medical billing/collection practices
Knowledge of business office procedures
Knowledge of basic medical coding and third-party operating procedures and practices
Ability to establish and maintain effective working relationships with patients, employees and the public
Centers for Dialysis Care is proud to be an Equal Opportunity Employer.
Auto-ApplyPersonal Banker - North Canton Banking Center
Investment banker job in North Canton, OH
The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, with 17 locations across Holmes, Medina, Stark, Tuscarawas, and Wayne counties. CSB is recognized as a top employer in our region as an eight-year winner of the NorthCoast 99 award (********************** which recognizes the 99 best employers for top talent in Northeast Ohio.
This full-time position is located on-site at our North Canton Banking Center. In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below.
Summary: This individual provides exceptional service to our customers and prospects, opens new accounts, processes loan activity, grows customer portfolios and strengthens community relations with the Banking Center.
Essential Functions: Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Serve our customers in a professional and caring manner
* Adhere to CSB Customer Service & Retail Ready! Standards
* Follow CSB professional standards of dress and conduct
* Build rapport with customers by asking quality questions to help meet their needs
* Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality.
* Project a positive image of CSB
* Promote CSB by participating in community activities
* Represent CSB through professional and courteous conduct
* Execute service & sales initiatives to support growth in customer portfolios
* Utilize relationship banking principles during customer interaction
* Understand and have the ability to explain the features and benefits of all banking products and services
* Engage customers and prospects to gain an understanding of their individual banking needs and provide those services as determined
* Establish new deposit accounts according to Retail Services Handbook guidelines
* Guide and educate customers in setting up and maintaining all electronic banking services including online, mobile, and text banking
* Track new and closed accounts monthly and report findings to Banking Center Manager
* Review the deposit account tickler and correct outstanding items
* Process account maintenance as requested by customers following established procedures as outlined in the Retail Services Handbook
* Complete new account customer engagement reviews and phone calls
* Develop relationships with CSB business partners including lenders, cash management, trust & brokerage officers
* Contact customers, businesses, and community and civic organizations to promote goodwill and generate new business
* In the absence of a CSR or Lead CSR, operate the teller line within CSB established guidelines for providing excellent customer service and maintaining a productive work space
* Complete customer transactions as outlined in the Retail Services Handbook while adhering to Bank-wide Policies and Procedures
* Maintain cash drawer within acceptable limits as outlined in Bank-wide Policies and Procedures
* Balance cash drawer at end of every banking day
* Assist customers in accessing safe deposit boxes
* Provide customer referrals to bank personnel as appropriate
* Scan proof work to Deposit Operations throughout each day
* Perform end of day duties as needed, such as utilities and cash advance item reconciliation
* Assist Banking Center Manager in the achievement of banking center goals
* Support Banking Center Manager in developing growth strategies
* Analyze monthly deposit account results and work with staff to achieve banking center goals
* Assist with the planning and execution of regularly scheduled staff meetings
* Assist in opening and closing the Banking Center
* Decision NSF accounts during an absence of the Banking Center Manager
* Process lending activity within the banking center
* Accept applications
* Examine, process and decision loans within specified limits
Education and/or Experience: High school diploma or general education degree (GED); or one or more years related experience and/or training; or equivalent combination of education and experience.
Summary of Employee Benefits:
* Competitive base wage
* Incentive compensation and profit sharing
* Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance - (plan and/or benefits eligibility requirements apply)
* Paid time off for vacation, illness, bereavement, and jury duty
* 401(k) with an employer match and on-site advisers
* Employee Assistant Program (EAP) with free access to mental health resources
* Comprehensive wellness program with financial incentives to promote a healthy lifestyle
* Training and professional development opportunities to help you reach your long-term goals
* Paid holidays available immediately upon hire
* Volunteerism opportunities to give back to our local communities
The Commercial & Savings Bank is an Equal Opportunity Employer.
Part-time-Banks Cleaning
Investment banker job in Willoughby, OH
Do you want to work for the areas leading Building Services Company. Environment Control is seeking a Mature/Dependable person to fill an evening Banks Cleaning position in various bank office buildings in the Eastlake, Willoughby, Euclid, and Cleveland areas, plus a commercial building in Highland Heights. Must be available to start immediately after passing a criminal background check. This is a part time position averaging approximately 2-3 hours per night. This position is Monday-Friday after 6:00pm, cleaning 4 banks, and a commercial building, pay rate is $14.00 per hour, plus paid traveling time.
33464 Vine St, Eastlake 44095
5831 SOM Center Rd, WIlloughby 44094
22480 Lakeshore, Euclid 44123
972 East 185th St., Cleveland 44119
175 Alpha Dr, Highland Heights, OH 44143
*Must have a drivers license and reliable transportation, and Must live not more than 15 minutes from job's location.
*** For Immediate Consideration please complete an application at Apply.eccleveland.com
Requirements:
1). Criminal Background check required
2). Reliable Transportation
3). Valid Drivers License and clean driving record
4). Prior Housekeeping experience/ commercial cleaning experience preferred
About Environment Control
Environment Control is a cleaning company that is locally owned and operated. Our company is made up of more than 200 people from all walks of life and diverse cultures which we believe makes us a great company to join. We are building a company that cares about people. All are welcome.
We are looking for people to join our team who like the idea of hard work and fair pay.
Our promise to our employees is to provide:
Honest and fair treatment by management and coworkers.
Three days of training and extra support throughout your first few weeks. Ongoing supervision.
All the materials required for you to do a good job.
A raise/promotion program that has specific and tangible ways to grow your wage.
If you want it, a consistent schedule that does not change.
We believe that our success as a company depends on our employee's job satisfaction from cleaners to office staff to management. Our goal as a company is to encourage and support you as well as provide excellent and consistent cleaning service to our customers.
Report straight to your assignments, check in/out of your assignment with mobile application, finish your work and go home!
***Candidates Must reside within a close radius of the job location, no further than 15-20 minutes***
*
Auto-Apply