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Investment Banker Jobs in Cincinnati, OH

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  • Financial Representative

    Modern Woodmen of America 4.5company rating

    Investment Banker Job 9 miles from Cincinnati

    Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact. Our representatives provide financial guidance and products to help members protect their families and their futures. Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you Show integrity and character. Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have overcome adversity. Grow by helping others. Show volunteer spirit in the community. Look for self-improvement opportunities. Enjoy building long-term relationships. Credible, trustworthy and honest. Education and training Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications Passion for bettering members' financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.
    $28k-39k yearly est. 15d ago
  • Financial Representative

    The Western and Southern Life Insurance Company 4.8company rating

    Investment Banker Job In Cincinnati, OH

    Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at Western & Southern Life, a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community, understand their financial needs and goals, and recommend impactful solutions. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package: Competitive compensation. Benefits, including medical and dental insurance, an Employee Assistance Program, a 401(k) plan with a company match, AND a defined benefit pension plan First-class individualized training and development Suite of digital and personalized marketing tools to build your business Rewards and recognition plan acknowledging top-notch results Dynamic career growth opportunities A Successful Financial Representative Our field offices welcome candidates with a diverse range of backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective financial reps are: Positive and resilient Customer-focused Interpersonally savvy Action-oriented and results-driven If this sounds like you, we encourage you to explore the possibilities, and apply today!
    $42k-74k yearly est. 16d ago
  • Proprietary Equity Trader

    T3 Trading Group 3.7company rating

    Investment Banker Job In Cincinnati, OH

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $76k-141k yearly est. Easy Apply 60d+ ago
  • Family Care Programmatic Trader

    Procter & Gamble 4.8company rating

    Investment Banker Job In Cincinnati, OH

    P&G is the largest consumer packaged goods company in the world. We have operations in about 80 countries, building 65 trusted brands that make life better for 5 billion consumers in more than 180 countries. This brings many advantages, including the opportunity for our employees to enjoy a diverse and rewarding lifelong career filled with new and exciting challenges. From Day 1, you'll help fulfill our purpose of improving lives of our consumers through leading, billion-dollar brands. We believe great ideas emerge from the creative connections that happen between our employees, and we encourage our multi-functional teams to work together to come up with new insights to address challenges we face! The programmatic buyer for family care will work with the planner for the entire media strategy, they will set up the campaign strategy which includes audience creation and reach. They will act as the voice of campaign optimization, and as such they will attend weekly meetings with the brand. Lastly, they will work closely with A&I to design test and learns for various platforms. The programmatic buyer will work in the following areas below; * Audience Creation * Tagging & Trafficking Creative Assets * Campaign set up in line with media strategy * Ownership and implementation of quality assurance standards for the digital media trading team * Analyze campaign performance data to drive continuous improvement and hypothesis-led testing of new concepts based on strong consumer and business understanding. * Plan and successfully manage to channel budgets. * Tracking performance & reporting of media advertisements Job Qualifications Required * Bachelor's Degree in Marketing/Digital Marketing or related field * Strong analytics background; Able to triangulate between data, brand goals and opportunities to make recommendations and optimize plans. * You should be filled with intellectual curiosity and be able to combine data and relevant information to turn insights into actions that get results. * 2 or more years of experience in media buying platforms (programmatic, social media, Google) * Ability to make creative connections: Our team is pushing beyond the accepted ideas and boundaries to frame new ways of working and winning. * Have strong collaboration and communication skills (verbal and written) to enable strong and efficient progress within the core in-house team, to leverage partners effectively and to ensure client facing interactions are productive, clear and efficient. Preferred Qualifications * 3+ Years experience in hands on media buying platforms (programmatic, social media, Google) * Foundational SEM knowledge Compensation for roles at P&G varies depending on a wide array of non-discriminatory factors including but not limited to the specific office location, role, degree/credentials, relevant skill set, and level of relevant experience. At P&G compensation decisions are dependent on the facts and circumstances of each case. Total rewards at P&G include salary + bonus (if applicable) + benefits. Your recruiter may be able to share more about our total rewards offerings and the specific salary range for the relevant location(s) during the hiring process. We are committed to providing equal opportunities in employment. We value diversity and do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Immigration Sponsorship is not available for this role. For more information regarding who is eligible for hire at P&G along with other work authorization FAQ's, please click HERE. Procter & Gamble participates in e-verify as required by law. Qualified individuals will not be disadvantaged based on being unemployed. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Job Schedule Full time Job Number R000113743 Job Segmentation Experienced Professionals (Job Segmentation) Starting Pay / Salary Range $85,000.00 - $115,000.00 / year
    $85k-115k yearly 49d ago
  • Investor Relations Associate

    Neyer LLC 3.6company rating

    Investment Banker Job In Cincinnati, OH

    **Position:** Investor Relations Associate **Location:** Cincinnati, OH **Job Id:** 553 **# of Openings:** 1 **INVESTOR RELATIONS ASSOCIATE** Al. Neyer has the long history and staying power of an industry leader (est. 1894), and a team that operates with the contagious, fast-paced energy of a start-up. As a 100% employee-owned company, Al. Neyer has a future-forward business model and is experiencing explosive growth across its footprint. The company currently has offices in Cincinnati, Pittsburgh, Nashville, and Raleigh, and operates in eight growth markets in the eastern U.S. We know that our company's growth is fueled by a strong commitment to our core values and the constant cultivation of a best-in-class team. We put a high premium on the kind of people who dig the details and have the skills to orchestrate them to perfection in a high-energy environment. We have longevity, a stellar reputation as a great partner to the communities in which we operate, and a detailed vision for our collective futures. All of this is built upon trust, strong relationships, and a drive to win. **Summary of Responsibilities** As the Investor Relations Associate and member of our Real Estate team, you will be responsible for providing support in all areas of equity and investor relations including efficient and thorough onboarding of new investors, execution and tracking of capital requirements in our portfolio, and assisting with day-to-day inquiries from our investors. Although other duties and responsibilities may arise from time to time, the essential job functions of the role are listed below. The role provides an excellent opportunity to learn our business from the inside out and will coordinate with key stakeholders in the organization such as Development, Legal, Marketing, and various departments within the Real Estate team. This role is both internal and external facing. **Essential Job Functions:** * Maintain data integrity in the investor portal to ensure accurate and up to date investor information including changes to contact and address information, payment preferences, and investor access to the investor relations portal. * Support the investor relations team in capitalizing projects by issuing notices, tracking equity requirements, and recording capital calls. * Coordinate with internal teams on equity requirements including the organization and execution of treasury management requests and investor distributions. * Enter distribution details into the investor relations portal and accurately record payments as they are processed. * Manage and maintain accurate investor records by closing inactive investments, merging duplicate accounts and contacts, updating payment instructions and account information for investment entities, and ensuring asset details are updated once projects have been closed. * While maintaining a high level of professionalism, engage with investors via inbound and outbound calls, events, webinars, and other investor meetings. * Monitor investor inquiries and deliver efficient and responsive resolutions. * Craft marketing materials in support of our current offerings in addition to ad-hoc investment presentations which include pitch books, opportunity overviews, and other various external facing materials. * Assist with coordination and preparation of investor reports, presentations, and communications, including quarterly and annual fund reports, call presentations, case studies, meeting presentations, and ad-hoc reports. * Aid in annual tax reporting, including record retention, document delivery, and communication to investors. * Assist with onboarding and subscribing to new investors in the investor relations portal and coordinate execution of documentation in addition to accurate record keeping. * Enhance investor engagement and relations by planning and participating in events, roadshows, webinars, and other investor meetings. **Position Requirements & Desirable Traits** * Bachelor's Degree required. * 1-3 years of experience in real estate, finance, or a related business function. * Experience with Microsoft Office Suite (Outlook, Excel, Word, PowerPoint). * Strong communication, listening, and presentation skills. * Ability to multi-task and execute a wide range of assignments. * Strong work ethic, team spirit, and desire to learn. * Strong attention to detail. * Maintains ownership of various tasks and responsibilities. * Cultivates positive working relationships through trust and integrity. * Upholds and provides superior service to both teammates and customers. * Prioritizes tasks and responsibilities to successfully deliver results in a timely manner. **Safety Hazard of the Job** Normal safety hazards associated with office work, and with occasional observational visits to construction sites. **Physical Demands** The moderate physical effort required to sit, bend, stoop, lift, walk and climb. Maximum unassisted lift is 70 lbs. Average lift is less than 10 lbs. Requires ability to use a keyboard and monitor. Also requires the ability to communicate verbally, both in person and on the telephone. May require some travel by car/truck. **Environmental Requirements** Moderate to extreme outdoor conditions. Above average noise levels. Protective equipment is required. Average inside office environment. Average office noise levels. No personal protective equipment is required. Ambient temperature is between 68F and 76F. *This is not intended to be all inclusive. The employee will also perform other reasonably related business duties as assigned by their immediate supervisor and other management as required. This job description is not a contract or offer for employment, and either you or Al. Neyer may terminate employment at any time, for any reason.* Apply for this Position
    $81k-127k yearly est. 28d ago
  • J.P. Morgan Wealth Management - Private Client Investment Associate - Fort Thomas, KY

    144780-Payments_Us

    Investment Banker Job 5 miles from Cincinnati

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $67k-116k yearly est. 60d+ ago
  • Family Care Programmatic Trader

    Pgcareers

    Investment Banker Job In Cincinnati, OH

    Location Cincinnati, Ohio, United States of America Category Brand Management/Marketing Job Id R000113743 Job Type Full time Experienced Professionals **Starting Pay / Salary Range** $85,000.00 - $115,000.00 / year **Job Location** Cincinnati**Job Description** P&G is the largest consumer packaged goods company in the world. We have operations in about 80 countries, building 65 trusted brands that make life better for 5 billion consumers in more than 180 countries. This brings many advantages, including the opportunity for our employees to enjoy a diverse and rewarding lifelong career filled with new and exciting challenges. From Day 1, you'll help fulfill our purpose of improving lives of our consumers through leading, billion-dollar brands. We believe great ideas emerge from the creative connections that happen between our employees, and we encourage our multi-functional teams to work together to come up with new insights to address challenges we face! The programmatic buyer for family care will work with the planner for the entire media strategy, they will set up the campaign strategy which includes audience creation and reach. They will act as the voice of campaign optimization, and as such they will attend weekly meetings with the brand. Lastly, they will work closely with A&I to design test and learns for various platforms. The programmatic buyer will work in the following areas below; * Audience Creation * Tagging & Trafficking Creative Assets * Campaign set up in line with media strategy * Ownership and implementation of quality assurance standards for the digital media trading team * Analyze campaign performance data to drive continuous improvement and hypothesis-led testing of new concepts based on strong consumer and business understanding. * Plan and successfully manage to channel budgets. * Tracking performance & reporting of media advertisements **Job Qualifications** **Required** * Bachelor's Degree in Marketing/Digital Marketing or related field * Strong analytics background; Able to triangulate between data, brand goals and opportunities to make recommendations and optimize plans. * You should be filled with intellectual curiosity and be able to combine data and relevant information to turn insights into actions that get results. * 2 or more years of experience in media buying platforms (programmatic, social media, Google) * Ability to make creative connections: Our team is pushing beyond the accepted ideas and boundaries to frame new ways of working and winning. * Have strong collaboration and communication skills (verbal and written) to enable strong and efficient progress within the core in-house team, to leverage partners effectively and to ensure client facing interactions are productive, clear and efficient. **Preferred Qualifications** * 3+ Years experience in hands on media buying platforms (programmatic, social media, Google) * Foundational SEM knowledge Compensation for roles at P&G varies depending on a wide array of non-discriminatory factors including but not limited to the specific office location, role, degree/credentials, relevant skill set, and level of relevant experience. At P&G compensation decisions are dependent on the facts and circumstances of each case. Total rewards at P&G include salary + bonus (if applicable) + benefits. Your recruiter may be able to share more about our total rewards offerings and the specific salary range for the relevant location(s) during the hiring process. We are committed to providing equal opportunities in employment. We value diversity and do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Immigration Sponsorship is not available for this role. For more information regarding who is eligible for hire at P&G along with other work authorization FAQ's, please click . Procter & Gamble participates in e-verify as required by law. Qualified individuals will not be disadvantaged based on being unemployed. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. **Job Schedule** Full time**Job Number** R000113743**Job Segmentation** Experienced Professionals (Job Segmentation)**Starting Pay / Salary Range** $85,000.00 - $115,000.00 / year Category Brand Management/Marketing Job Id R000107761 Job Type Full time Experienced Professionals Starting Pay / Salary Range: $85,000.00 - $115,000.00 / year Fully understand the category media model and media plans and the role of programmatic campaigns within those. Train other team members in various parts of programmatic campaign strategy, management a... Location Cincinnati, Ohio, United States of America Category Brand Management/Marketing Job Id R000112183 Job Type Full time Experienced Professionals Starting Pay / Salary Range: $147,000.00 - $184,000.00 / year Category Brand Management/Marketing Job Id R000115792 Job Type Full time Experienced Professionals Starting Pay / Salary Range: $115,000.00 - $143,000.00 / year This specific role covers a broad diversity of skills & experiences, from leveraging consumer & market insights to influence global brand building, to identifying & forecasting industry trends to deve... Location Cincinnati, Ohio, United States of America Category Brand Management/Marketing Job Id R000113829 Job Type Full time Recent Grads/Entry Level Starting Pay / Salary Range: $74,100.00 - $92,650.00 / year Location Cincinnati, Ohio, United States of America Category Brand Management/Marketing Job Id R000115515 Job Type Full time Experienced Professionals Location Cincinnati, Ohio, United States of America Category Brand Management/Marketing Job Id R000116658 Job Type Full time Internships Location Cincinnati, Ohio, United States of America Category Brand Management/Marketing Job Id R000116746 Job Type Full time Internships An understanding of how our strategic selling teams drive success. Have strong analytical skills, using multiple data sources. Comfortable with data analysis. Creativity, innovation, initiative, follo... Location Cincinnati, Ohio, United States of A
    28d ago
  • Financial Aid Representative

    Beonair Network of Media Schools

    Investment Banker Job In Cincinnati, OH

    About Us: The BeOnAir Network is an organization that instructs students in all areas of the broadcast industry to become the next generation of media professionals. Our brand promise is "Learn from a Pro to Become a Pro"; students are trained by broadcast media professionals working in the field. The organization operates seven campuses across Ohio, Illinois, Colorado, and Miami. Like all members of the BeOnAir Network staff, the Financial Aid Advisor is expected to project the organization's core values and core purpose. This position supports a college and creative culture and ensures graduates are fully ready for entry-level employment opportunities. A key role of the Financial Aid Advisor is assisting students with their financial aid eligibility. This individual is accountable for the one-on-one advising involved in ensuring students comply with their federal financial aid. The Financial Aid Advisor will work closely and in conjunction with the Admissions Departments to provide financial aid options for potential new students and complete their packaging on time. The Financial Aid Advisor is also responsible for meeting a monthly cash collection goal. Additional responsibilities may include participation in orientation, graduation, campus events, and various tasks. The Financial Aid Advisor must have extensive experience and judgment to plan and accomplish campus and department goals. Scorecard accountabilities: Financial Aid first-time appointments, applicants that enroll within five days, same-day financial aid estimate, students enrolled in auto debit/payer express, cash collected vs. cash due, title 4 drawdowns on time, complete student financial aid packaging promptly. Responsibilities: * Meet prospective students and determine their eligibility for financial aid and other most appropriate tuition options, including payment plans or other financing options. * At a student's first meeting with the Financial Aid advisor, the goal of the visit is to be able to achieve an estimate of Financial Aid eligibility as a result of the student completing the FAFSA and receiving the EFC in an email confirmation. If the student has already completed the FAFSA during this session, the student should assign the school OPEID code to their FAFSA so the school can proceed with packaging. A follow-up appointment is to be scheduled within 48 hours so the student can return to complete the FA process. * After a student is packaged and all internal documentation is filled out, enroll the student in payer express to contribute to the campus goal. * Set all students up in QuickBooks Campus and QuickBooks Cash Receipt with all pertinent information, and upload award letters into QuickBooks. * Upload files for review by NFA and RFA through the enrollment cycle. * Upload Term 2 files for review by NFA and RFA once SAP is received from Education * Submit completed drop packet for review by NFA and RFA * Complete a payment plan form to ensure auto payment authorization and specific payment dates. Program tuition/fees or approved packing is due for all students by the end of add/drop. * Assist students who are flagged for verification to complete the verification process within 2 weeks of informing student of being selected for verification. * If any packaging for a student results in more than an out of pocket $5000 balance as of the last day of the last term, then approval must be requested from the CEO prior to the student sitting in class or being counted as an enrolled student. * Ensure packaging does not exceed 30 months. If any additional time, seek approval from the National Director of Financial Assistance and Planning (NDFAP). - Adhere to noninterest payment plan: only available to students who after borrowing from Direct and Plus loans still have a balance left on their account. * Print and file student ledgers to confirm all pulls were received. * Maintain compliant FA files to include all documents on checklist that relate to the first term. (This includes: Enrollment Agreement, ISIR, NSEstimate of FA, Signed Award, Entrance Counseling, MPN, Payment Plan, and any items flagged for verification and ledger card. For the second terms proof of SAP assessment, revised ledger card and before graduation Exit counseling. ) * Responsible for maintaining receipt of payments. * Complete nightly bank deposits. * Interact with students using phone, email, texts, social media channels, and one-on-one communication to ensure accounts are less than 30 days past due. * FA Advisor must conduct a daily review of the aging reports and/ or internal tracking reports for payments due by active cohorts to manage meeting weekly cash goal. * Join in on weekly one-on-one ledger reviews with NFA and RFA and send a follow-up email about any pending financial aid needing to be requested * Ensure payments are collected and processed on the due date. (If a due date falls on the weekend, payment should be sought the Friday before. ) * Complete a weekly review of grads and drops on aging to ensure accounts are current. * Execute MPN's by the end of the drop/add period. * Conduct Entrance and Exit counseling as due. * Follow up with pending financial aid students to ensure they have all information needed for their education decision to meet app to enroll weekly goal. Supervision Received: This is an independent position that reports to the Campus Director and National Director of Financial Assistance and Planning. Two mandatory weekly meetings takes place: 1) Financial Aid Advisor to discuss goals to actual achievements; 2) Staff Meeting. Supervision of Others This individual may supervise another financial aid advisor should campus needs require. Physical Demands In order to fully service the staff and student needs this position requires the employee to often physically move from department to department. This is not a sedentary position. * Occasional lifting, bending and climbing stairs * Frequent talking, listening, walking, sitting and standing * Ability to perform multiple concurrent tasks and function in a fast-paced working environment Work Experience Requirements * Three years of business experience, ideally within a financial aid/customer service background. * May need to complete credit, criminal, and drug background checks successfully. Education Requirements * 4-year college degree and/or experience equivalency. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
    $30k-58k yearly est. 60d+ ago
  • Finance Rep I or II

    Cincinnati Children's Hospital Medical Center 4.5company rating

    Investment Banker Job In Cincinnati, OH

    At Cincinnati Children's, we come to work with one goal: to make children's health better. We believe in a holistic team approach, both in caring for patients and their families, and in advancing science and discovery. We strive to do better and find energy and inspiration in our shared purpose. If you want to be the best you can be, you can do it at Cincinnati Children's. Cincinnati Children's Hospital Has Been Named: * Consistently recognized by U.S. News & World Report as a top 10 children's hospital in the nation * One of four Medical Centers making the list of the 2022 Glassdoor Best Places to Work * A Top Hospital and Health System for Diversity recognized by DiversityInc * One of the nation's most innovative companies by Fortune in March 2023 * An LGBTQ+ Healthcare Equality Top Performer in 2022 by The Human Rights Campaign (HRC) Hours: M-F 8am-4:30pm JOB RESPONSIBILITIES * Billing - Compile and prepare patient charges. Prepare invoices billings, UB-04 and 1500 claim forms to be sent to 3rd party payers for payment indicating individual line items for services and total costs. Review charges. Obtain and evaluate family, third party payers and agency resources for payment of charges. Managing patient billing and ensure procedures are billed according to contracts, transmit or mail all paper and claims, and review correspondence and follow up as needed. * Systems Support - Maintain and update departmental system, including templates, and payer and physician information. * Collaboration - Act as a preceptor for new employees. Perform specialty services functions. Act as a resource within the department/division. Provide instruction for performing non-routine functions. Serve as a liaison between Physicians Billing Service, Admitting, Outpatient Surgery, Outpatient Department, Patent Financial Services and other Cincinnati Children's departments. * Financial Support - Obtain and evaluate family, third party payers and agency resources for payment of charges. Counsel patient on third party coverage and present financial aspects. Determine eligibility for State Medicaid, Social Security and other outside funding. Complete necessary paperwork for eligible patients, including medical and financial applications. Coordinate inpatient and outpatient admissions. Coordinate information with the inpatient and outpatient charge systems. Input charges and relative information. Manage accounts receivable data and collection information, ensure timeliness and accuracy. Research third party payers and community physician charges in order to maintain usual and customary as will as competitive charges. Check and update charge master. Conduct utilization review for the division from insurance companies and working in conjunction with Cincinnati Children's Utilization Review department. Process, post, and balance payments to accounts timely, accurately, and in the correct period. * Quality - Provide Quality Assurance reports for the division. JOB QUALIFICATIONS Rep I * High school diploma or equivalent * No directly related experience Rep II * High school diploma or equivalent * 2+ years of work experience in a related job discipline Market Leading Benefits Including*: * Shift Differential, Weekend Differential, and Weekend Option Pay Programs * Medical coverage starting day 1 of employment. View employee benefits here. * Competitive retirement plans * Tuition reimbursement for continuing education * Expansive employee discount programs through our many community partners * Referral bonus program for current staff! * Support through Employee Resource Groups such as African American Professionals Advisory Council, Asian Cultural and Professional Group, EQUAL - LGBTQIA Resource Group, Juntos - Hispanic/Latin Resource Group, Veterans and Military Family Advocacy Network, and Young Professionals (YP) Resource Group * Physical and mental health wellness programs * Relocation assistance available for some positions * Benefits may vary based on FTE Status and Position Type Primary Location Location G Schedule Full time Shift Day (United States of America) Department Lab Administration Employee Status Regular FTE 1 Weekly Hours 40 Comprehensive job description provided upon request. Cincinnati Children's is proud to be an Equal Opportunity Employer that values and treasures Diversity, Equity, and Inclusion. We are committed to creating an environment of dignity and respect for all our employees, patients, and families. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, genetic information, national origin, sexual orientation, gender identity, disability or protected veteran status. EEO/AA/M/F/Veteran/Disability.
    $46k-71k yearly est. 33d ago
  • Financial Clearance Representative III

    Trihealth HCM Enterprise

    Investment Banker Job 5 miles from Cincinnati

    This position is responsible for verifying patient insurance, confirming benefits eligibility, performing authorization and pre-certification, calculating and estimating patient liability, and/or notification as required by third party coverage providers. Purpose of this job is to verify that TriHealth patient insurance information is accurate and up to date so payment will be received for services rendered. Additionally, this position requires the knowledge to review medical records obtaining information such as diagnosis, prior treatment, sign and symptoms, medication and other medical information to submit requests for authorizations for surgery, testing or treatment. Job Requirements: High School Degree in Medical terminology course or equivalent knowledge Knowledge of Medical Terminology Insurance vocabulary and processes Government and Non-government third party benefits and coverage rules Understanding of the impact financial clearance services has on revenue cycle operations and financial performance 1-2 years experience Customer Service Healthcare Dedication to treating both internal and external constituents as clients and customers Maintaining a flexible customer service approach and orientation that emphasizes service satisfaction and quality Background in managed care or patient billing 1-2 years experience Technical Healthcare Must have one year experience in insurance verification or precertification experience Experience with automated patient account system or online verification systems Job Responsibilities: Other job-related information: Working Conditions: Climbing - Rarely Concentrating - Consistently Continous Learning - Frequently Hearing: Conversation - Consistently Hearing: Other Sounds - Rarely Interpersonal Communication - Consistently Kneeling - Rarely Lifting Lifting 50+ Lbs - Rarely Lifting 11-50 Lbs - Rarely Pulling - Rarely Pushing - Rarely Reaching - Occasionally Reading - Consistently Sitting - Frequently Standing - Occasionally Stooping - Occasionally Talking - Consistently Thinking/Reasoning - Consistently Use of Hands - Consistently Color Vision - Rarely Visual Acuity: Far - Consistently Visual Acuity: Near - Consistently Walking - Frequently TriHealth SERVE Standards and ALWAYS Behaviors At TriHealth, we believe there is no responsibility more important than to SERVE our patients, our communities, and our fellow team members. To achieve our vision and mission, ALL TriHealth team members are expected to demonstrate and live the following: Serve: ALWAYS… • Welcome everyone by making eye contact, greeting with a smile, and saying "hello" • Acknowledge when patients/guests are lost and escort them to their destination or find someone who can assist • Refrain from using cell phones for personal reasons in public spaces or patient care areas Excel: ALWAYS… • Recognize and take personal responsibility to address and recover from service breakdowns when a customer's expectations have not been met • Offer patients and guests priority when waiting (lines, elevators) • Work on improving quality, safety, and service Respect: ALWAYS… • Respect cultural and spiritual differences and honor individual preferences. • Respect everyone's opinion and contribution, regardless of title/role. • Speak positively about my team members and other departments in front of patients and guests. Value: ALWAYS… • Value the time of others by striving to be on time, prepared and actively participating. • Pick up trash, ensuring the physical environment is clean and safe. • Be a good steward of our resources, using supplies and equipment efficiently and effectively, and will look for ways to avoid waste. Engage: ALWAYS… • Acknowledge wins and frequently thank team members and others for contributions. • Show courtesy and compassion with customers, team members and the community
    $30k-58k yearly est. 37d ago
  • Financial Aid Representative

    Illinois Media School 4.4company rating

    Investment Banker Job In Cincinnati, OH

    About Us: The BeOnAir Network is an organization that instructs students in all areas of the broadcast industry to become the next generation of media professionals. Our brand promise is "Learn from a Pro to Become a Pro"; students are trained by broadcast media professionals working in the field. The organization operates seven campuses across Ohio, Illinois, Colorado, and Miami. Like all members of the BeOnAir Network staff, the Financial Aid Advisor is expected to project the organization's core values and core purpose. This position supports a college and creative culture and ensures graduates are fully ready for entry-level employment opportunities. A key role of the Financial Aid Advisor is assisting students with their financial aid eligibility. This individual is accountable for the one-on-one advising involved in ensuring students comply with their federal financial aid. The Financial Aid Advisor will work closely and in conjunction with the Admissions Departments to provide financial aid options for potential new students and complete their packaging on time. The Financial Aid Advisor is also responsible for meeting a monthly cash collection goal. Additional responsibilities may include participation in orientation, graduation, campus events, and various tasks. The Financial Aid Advisor must have extensive experience and judgment to plan and accomplish campus and department goals. Scorecard accountabilities: Financial Aid first-time appointments, applicants that enroll within five days, same-day financial aid estimate, students enrolled in auto debit/payer express, cash collected vs. cash due, title 4 drawdowns on time, complete student financial aid packaging promptly. Responsibilities: * Meet prospective students and determine their eligibility for financial aid and other most appropriate tuition options, including payment plans or other financing options. * At a student's first meeting with the Financial Aid advisor, the goal of the visit is to be able to achieve an estimate of Financial Aid eligibility as a result of the student completing the FAFSA and receiving the EFC in an email confirmation. If the student has already completed the FAFSA during this session, the student should assign the school OPEID code to their FAFSA so the school can proceed with packaging. A follow-up appointment is to be scheduled within 48 hours so the student can return to complete the FA process. * After a student is packaged and all internal documentation is filled out, enroll the student in payer express to contribute to the campus goal. * Set all students up in QuickBooks Campus and QuickBooks Cash Receipt with all pertinent information, and upload award letters into QuickBooks. * Upload files for review by NFA and RFA through the enrollment cycle. * Upload Term 2 files for review by NFA and RFA once SAP is received from Education * Submit completed drop packet for review by NFA and RFA * Complete a payment plan form to ensure auto payment authorization and specific payment dates. Program tuition/fees or approved packing is due for all students by the end of add/drop. * Assist students who are flagged for verification to complete the verification process within 2 weeks of informing student of being selected for verification. * If any packaging for a student results in more than an out of pocket $5000 balance as of the last day of the last term, then approval must be requested from the CEO prior to the student sitting in class or being counted as an enrolled student. * Ensure packaging does not exceed 30 months. If any additional time, seek approval from the National Director of Financial Assistance and Planning (NDFAP). - Adhere to non- interest payment plan: only available to students who after borrowing from Direct and Plus loans still have a balance left on their account. * Print and file student ledgers to confirm all pulls were received. * Maintain compliant FA files to include all documents on checklist that relate to the first term. (This includes: Enrollment Agreement, ISIR, NSEstimate of FA, Signed Award, Entrance Counseling, MPN, Payment Plan, and any items flagged for verification and ledger card. For the second terms proof of SAP assessment, revised ledger card and before graduation Exit counseling.) * Responsible for maintaining receipt of payments. * Complete nightly bank deposits. * Interact with students using phone, email, texts, social media channels, and one-on-one communication to ensure accounts are less than 30 days past due. * FA Advisor must conduct a daily review of the aging reports and/ or internal tracking reports for payments due by active cohorts to manage meeting weekly cash goal. * Join in on weekly one-on-one ledger reviews with NFA and RFA and send a follow-up email about any pending financial aid needing to be requested * Ensure payments are collected and processed on the due date. (If a due date falls on the weekend, payment should be sought the Friday before.) * Complete a weekly review of grads and drops on aging to ensure accounts are current. * Execute MPN's by the end of the drop/add period. * Conduct Entrance and Exit counseling as due. * Follow up with pending financial aid students to ensure they have all information needed for their education decision to meet app to enroll weekly goal. Supervision Received: This is an independent position that reports to the Campus Director and National Director of Financial Assistance and Planning. Two mandatory weekly meetings takes place: 1) Financial Aid Advisor to discuss goals to actual achievements; 2) Staff Meeting. Supervision of Others This individual may supervise another financial aid advisor should campus needs require. Physical Demands In order to fully service the staff and student needs this position requires the employee to often physically move from department to department. This is not a sedentary position. * Occasional lifting, bending and climbing stairs * Frequent talking, listening, walking, sitting and standing * Ability to perform multiple concurrent tasks and function in a fast-paced working environment Work Experience Requirements * Three years of business experience, ideally within a financial aid/customer service background. * May need to complete credit, criminal, and drug background checks successfully. Education Requirements * 4-year college degree and/or experience equivalency. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
    $38k-61k yearly est. 22d ago
  • Financial Clearance Representative III

    Trihealth 4.6company rating

    Investment Banker Job 5 miles from Cincinnati

    This position is responsible for verifying patient insurance, confirming benefits eligibility, performing authorization and pre-certification, calculating and estimating patient liability, and/or notification as required by third party coverage providers. Purpose of this job is to verify that TriHealth patient insurance information is accurate and up to date so payment will be received for services rendered. Additionally, this position requires the knowledge to review medical records obtaining information such as diagnosis, prior treatment, sign and symptoms, medication and other medical information to submit requests for authorizations for surgery, testing or treatment. Job Requirements: High School Degree in Medical terminology course or equivalent knowledge Knowledge of Medical Terminology Insurance vocabulary and processes Government and Non-government third party benefits and coverage rules Understanding of the impact financial clearance services has on revenue cycle operations and financial performance 1-2 years experience Customer Service Healthcare Dedication to treating both internal and external constituents as clients and customers Maintaining a flexible customer service approach and orientation that emphasizes service satisfaction and quality Background in managed care or patient billing 1-2 years experience Technical Healthcare Must have one year experience in insurance verification or precertification experience Experience with automated patient account system or online verification systems Job Responsibilities: Other job-related information: Working Conditions: Climbing - Rarely Concentrating - Consistently Continous Learning - Frequently Hearing: Conversation - Consistently Hearing: Other Sounds - Rarely Interpersonal Communication - Consistently Kneeling - Rarely Lifting Lifting 50+ Lbs - Rarely Lifting 11-50 Lbs - Rarely Pulling - Rarely Pushing - Rarely Reaching - Occasionally Reading - Consistently Sitting - Frequently Standing - Occasionally Stooping - Occasionally Talking - Consistently Thinking/Reasoning - Consistently Use of Hands - Consistently Color Vision - Rarely Visual Acuity: Far - Consistently Visual Acuity: Near - Consistently Walking - Frequently TriHealth SERVE Standards and ALWAYS Behaviors At TriHealth, we believe there is no responsibility more important than to SERVE our patients, our communities, and our fellow team members. To achieve our vision and mission, ALL TriHealth team members are expected to demonstrate and live the following: Serve: ALWAYS… • Welcome everyone by making eye contact, greeting with a smile, and saying "hello" • Acknowledge when patients/guests are lost and escort them to their destination or find someone who can assist • Refrain from using cell phones for personal reasons in public spaces or patient care areas Excel: ALWAYS… • Recognize and take personal responsibility to address and recover from service breakdowns when a customer's expectations have not been met • Offer patients and guests priority when waiting (lines, elevators) • Work on improving quality, safety, and service Respect: ALWAYS… • Respect cultural and spiritual differences and honor individual preferences. • Respect everyone's opinion and contribution, regardless of title/role. • Speak positively about my team members and other departments in front of patients and guests. Value: ALWAYS… • Value the time of others by striving to be on time, prepared and actively participating. • Pick up trash, ensuring the physical environment is clean and safe. • Be a good steward of our resources, using supplies and equipment efficiently and effectively, and will look for ways to avoid waste. Engage: ALWAYS… • Acknowledge wins and frequently thank team members and others for contributions. • Show courtesy and compassion with customers, team members and the community
    $43k-76k yearly est. 28d ago
  • Financial Service Representative - Float

    Hudson Heritage FCU

    Investment Banker Job 29 miles from Cincinnati

    > Financial Service Representative - Float Financial Service Representative - Float • Branch Operations Job Type Full-time Description **Join a Purpose-Driven Team at Heritage Financial Credit Union** **Where Integrity, Excellence, Teamwork, and Community Matter!** Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: * **Integrity:** We are honest and trustworthy in all of our dealings with our members, employees, and the community. * **Excellence:** We strive to provide our members with the best possible service. * **Teamwork:** We believe that we can achieve more together than we can alone. * **Respect:** We treat each other with dignity and respect. * **Community:** We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. **POSITION DESCRIPTION** **Position Title:** Financial Service Representative **Department:** Retail Banking **Classification:** Non-Exempt **Salary Range:** $19.54-$24.43 an hour depending on experience, plus monthly incentives **REPORTING RELATIONSHIPS** **Position reports** **to:** Branch Manager **Positions Supervised:** None **POSITION PURPOSE** Responsible for promoting financial well-being so people may reach their fullest potential in life by promoting our credit union's products and services to new and existing members. Our FSRs are to use all available tools and training to help our members accomplishes their goals and in the process find cross-sell opportunities that will benefit the member. In addition, our FSRs are to counsel members on credit score enhancement to assist them in building, enhancing and maintaining a strong financial future. **ESSENTIAL FUNCTIONS AND BASIC DUTIES** - Maintain knowledge of all credit union products and services; Cross-sell credit union products and services that meet member needs; deposit products, IRA's, consumer and real estate, electronic services, insurance, investment services, etc. - Maintain or surpass sales performance standards to enhance the member experience - Must meet or exceed sales goals. - Consistently exhibit and enhance the sales and service skills that the credit union has adopted for all member service contact, sales and service culture - Assist members in completing the following transactions as needed: deposits, withdrawals, loan payments, transfers, check cashing, money orders, placing check holds, assuring proper identification & endorsements, balance and maintain cash drawer, etc. - Assist Branch Manager as necessary in balancing and maintaining ATMs and vault, training new employees, opening/closing procedures, etc. - Run and analyze credit reports and counsel member on improving score, if applicable, and recommend products and services to assist member in building/maintaining a strong financial future. - Perform member service responsibilities; answering questions and requests, researching and resolving member issues to completion, etc. - Perform responsibilities of position in accordance with federal and state regulations, credit union policies and procedures. - Adhere to and help enforce all security procedures as well as departmental policies and procedures. - Assist in training and developing new and current employees. - Perform file maintenance and account changes, as needed. - Complete required reports and maintains records accurately and promptly. - Consistently recommend changes, workflow, efficiencies and quality. - Keep Supervisors/Managers informed of area activity and of any significant problems or concerns - Actively attend and participate at meetings, as required. - Support all internal sales contests and product promotions. - Always be a positive role model and advocate for the credit union. - Work overtime if requested by management. - Assist branch management with any other duties, as assigned. - Performs other duties as assigned. Requirements **Education & Certifications** * 2 year college degree preferred * Three to five years experience in sales and/or financial counseling; or a comparable combination of education and experience * Experience working in a retail banking setting and have grown in a teller role. **Required Knowledge & Experience** * This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. * Experience using P.C. based software and Microsoft Office, etc. **Skills/Abilities** * Ability to project a professional appearance and positive attitude at all times. * Excellent customer service and communication skills. * Excellent communication and people skills. * Self-leadership skills and eager to learn/grow. * The ability to prioritize and manage multifunction tasks. * Bilingual a plus. *Equal Opportunity Statement* *Employment at our Credit Union is based upon merit, ability, and qualifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.* Salary Description $19.54.-24.43 per hour plus monthly incentives
    28d ago
  • Financial Calculations Representative

    Reyrey

    Investment Banker Job 50 miles from Cincinnati

    Dayton, OH Full-Time **Position description:** As a Financial Calculations Representative, you will support and maintain the F&I applications used by our customers to ensure their compliance with industry regulations and dealer expectations. You will research, design, program, and test updates to Reynolds' F&I software applications used during the car buying process by interpreting changes made by state governments, financial institutions and other third parties. This includes troubleshooting and verifying calculations in deals and maintaining accurate documentation of changes and calculation requirements. You will also be responsible for resolving both internal and external customer issues to ensure the end product meets the customer's expectations and needs. **Share this job** **Training:** Classroom-style training, on-the-job with a mentor, and online courses **Requirements:** * Bachelor's degree preferred * Strong analytical skills * Creative problem solving abilities * Detail oriented and organized * Ability to multi-task and prioritize * Teamwork and Collaboration **Benefits:** Our associates receive medical, dental, vision, and life insurance. We also offer company contributions to your HSA, 6% match on 401(k), and a work/life balance with paid time off. At our Dayton office, you can take advantage of our great training programs and facility amenities, including an onsite dining facility offering complimentary breakfast and lunch, a fitness center, and an onsite medical center. We also offer a wide variety of sports and social leagues to participate in after work, along with volunteering initiatives through our Associate Foundation. Reynolds and Reynolds promotes a healthy lifestyle by providing a non-smoking environment. Reynolds and Reynolds is an equal opportunity employer. **Contact information** First name is not valid. Last name is not valid. Email address is not valid. Phone number is not valid. Zip code is not valid. Resume file is not valid. Resume must be less than 5 mb. Resume must be of type txt, rtf, docx, doc, or pdf. A source must be selected. Information not valid. for future submission. Reynolds and Reynolds promotes a healthy lifestyle by providing a non-smoking environment. Reynolds and Reynolds is an equal opportunity employer. Financial Calculations Representative - Dayton OH
    $30k-60k yearly est. 29d ago
  • 7750 Blome Rd Indian Hill, OH 45243 3 bed | 3 bath | 2340 sqft $925,000 Courtesy of Coldwell Banker Realty

    Keller Mortgage, LLC 3.7company rating

    Investment Banker Job In Cincinnati, OH

    7750 Blome Rd Indian Hill, OH 45243 Pending | Residential Courtesy of Leah Thamann, Coldwell Banker Realty Property Description Welcome home! This 3 bed 3 bath was fully renovated in 2021 with new roof, deck, furnace, bathrooms, finished lower level, landscaping and light fixtures throughout. The expansive walk-out kitchen is perfect for entertaining friends and family with new cabinets, island with bar seating, Bosch appliances and eat-in breakfast nook. The private and serene setting offers a beautiful wooded view. In the desirable Indian Hill district this home is within close proximity to the schools and parks. Truly the perfect location. Seller related agent Source: Cincinnati Area Board of Realtors MLS#: 1817090 57 days on site Leah Thamann - 170073 | Coldwell Banker Realty - SHEL08 7750 Blome Rd Indian Hill, OH 45243 3 bed | 3 bath | 2340 sqft $925,000 Courtesy of Coldwell Banker Realty
    $22k-28k yearly est. 29d ago
  • Personal Banker

    Peoples Bank 4.5company rating

    Investment Banker Job In Cincinnati, 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 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: This is a professional selling position in retail banking with accountability to attract new relationships and retain existing relationships. Job Duties: Responsible for proactively meeting customer financial needs through direct sales and referrals - while delivering world class service. The PB I will execute their daily customer interaction in person, on the telephone or video device and at periodic outside venues - using the Peoples Bank sales process - which is rooted in ethical needs-based solution-oriented selling. They will be accountable for specific monthly production goals - of Peoples products and services including: Loans, deposits and access to their information via multiple platforms including mobile banking. Additionally, a PB I will need to identify needs and refer to expert partners to include mortgage solutions, retirement solutions and several other non-traditional bank solutions. Deliver superior customer service with a friendly demeanor, can-do attitude, and willingness to help at all times. Develop and retain the customer base, greet by/use name, have knowledge of account ownership, and be responsive and timely with correspondence and problem resolution. Maintain a position of trust and responsibility by keeping all customer business confidential. Maintain balancing and error record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for more difficult errors. Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, and examines checks for endorsement and negotiability. Acquires, uses, and maintains, consumer lending product knowledge and abilities to generate and execute consumer loans, lines and deposit products. Must be self-motivated and assertive with an ability to perform well in a sales environment and interact well with customers and team members in a professional manner. Must possess an ability to turn service encounters into dialogue-based meetings where other needs can be uncovered. Consistently meeting or exceeding sales referrals as set by management. Maintain a well develop working knowledge of the complete line of products and services offered. Initiate conversations to uncover customer needs to be capable of effectively referring customers to business partners for the selling and cross-selling bank products and services to customers. Consistently completes required training for all bank and branch policies and procedures. Responsible for interpreting documents such as safety rules, account documents, operating and maintenance instructions, consumer loan documents and procedure manuals. Ability to speak effectively before groups of customers or employees of organization. Define and offer solutions to resolve problems. Uses knowledge of the organization to identify helpful resources. Follow operational standards regarding security, risk management, and compliance. Make calls via phone or zoom to clients and/or prospects on a weekly basis to meet calling goals of the branch while recording those calls in the P1 system. Ability to interpret data to evaluate for acceptable lending ratios and product and service opportunities. Consistently meet sales goals. The PB has a primary responsibility to uncover customers' financial needs, anticipate future needs and provide recommendations that will ethically better the customer's financial life. Will perform special projects as assigned. Education, Experience and Job Skills: Minimum 1 year of needs-based sales experience. Prior job experience with extensive customer contact is required. Must be a flexible team player with excellent oral and written communication, customer service and cross-selling skills. Must be able to establish and maintain working relationships with partners at their location and via telephone. Must be a decision maker with well-developed interpersonal skills to represent the Bank positively in dealing with customers. Must be self-motivated and assertive with an ability to perform well in a sales environment and interact well with customers and team members in a professional manner. Must possess an ability to turn service encounters into dialogue-based meetings where other needs can be uncovered Must be able to pass background and credit standards to hold NMLS credentials. Must have ability to learn computer and mobile device application quickly. Trustworthy and confidential behavior is essential in this role. Reliable transportation Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Basic Qualifications: High School Diploma or GED; 1 month to two years related experience and/or training; or equivalent combination of education and experience. Minimum 1 year of needs-based sales experience. Reliable transportation. Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. 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 inquires.
    $29k-35k yearly est. 14d ago
  • Preferred Banker II (Union Center)

    First Financial Bancorp 4.2company rating

    Investment Banker Job 17 miles from Cincinnati

    We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The Preferred Banker is responsible for developing, defining, and executing the First Financial Bank strategy while working with key partners across the Bank as the primary relationship lead, especially within the Wealth and Investment Division (i.e. Yellow Cardinal). Preferred Bankers drive the success of the stated goals and objectives of the Consumer Bank strategy by proactively engaging and pursuing activities that provide holistic financial solutions for clients within the affluent segment that lead to long-term relationships. Preferred Bankers oversee the attracting, retaining, and growing of client relationships through personalized client plans and fostering a trusted advisor relationship through First Financial Bank's products, with a wide array of banking and investment services. Essential Functions/Responsibilities Actively manages client relationships acting as the first point of contact for assigned client relationships, being the client's personal advocate across the organization, adding value and service through the ability to identify client needs by developing personalized plans for clients, analyzing customer information, defining goals, and building a strategy and plan in order to make recommendations. Drive and build trust through timely and relevant communication, documenting progress, executing efficiently, and delivering on the established plan with the client. Develop strong business relationships with key partners (i.e. Yellow Cardinal) focusing on deepening client relationships, finding new opportunities, and sharing client relationships, making the needed introductions and referrals to appropriate business partners. Leverage internal partners, external contacts, and centers of influence as sources for new client opportunities for First Financial Bank within their assigned District(s) and Region. Integrate well into the community, developing outside sales opportunities by being visible through active participation in community groups. Discover and support site-specific events open to the community. Maintain proficiency in product knowledge and comprehensive solutions that First Financial Bank offers that involve deposit, credit, and investment components. Proactively sets calling strategies within the Region to follow up on leads to establish opportunities that drive new connections and opportunities that lead to new clients, anchored with a core checking account or operating account. Participates in bank marketing and sales promotions, especially within the District and assigned Region; contributing to initiatives and programs designed to promote organization's strategic priorities. Maintain and complies with all bank, loan, and regulatory guidelines and policies. Be the point of contact for local bankers, specialists, and partners, providing coaching, feedback, and knowledge on how a Preferred Banking relationship can benefit clients and business owners. Actively seek opportunities to develop and maintain their book of client relationship to be the primary connection and advocate for clients and business owners by listening, educating, advising, and guiding them towards their financial goals. Engage consistently the Region's Business Specialists and Commercial Officer to assist and develop opportunities with existing business owner clients and external prospects, being the point of contact for small to mid-size company owners that can benefit from an advisory-based relationship with a Preferred Banker Model the way and take a proactive approach with peers and teammates within the District and Financial Centers to improve knowledge and execution in engaging affluent clients and uncovering opportunities. Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job 5-8 years experience in banking and/or in the financial services industry working with clients. 5-8 years sales and service experience with previous success in achieving sales and service goals related to working with customers within First Financial. Bachelor's Degree or equivalent experience. Demonstrate strong product knowledge related to banking products, services, and credit solutions for consumer clients. Familiarity with financial planning, investment products, and wealth solutions. Excellent interpersonal, verbal, written communication, organizational, and time management skills. Ability to manage multiple tasks/projects and deadlines simultaneously. The ability to work well independently with limited direct supervision and in a team environment. Preferred Knowledge and Skills Obtained FPQP equivalent or higher with a desire to pursue advanced professional financial designations (CFP , CWS, ChFC, etc.) Level of Complexity and Scope Handles routine and moderately complex issues and clients. Escalates highly complex issues and clients to upper management. Degree of Independence and Decision-Making Regularly follows established guidelines and works with a moderate degree of supervision. Autonomy to make decisions outside of normal guidelines which may require upper management approval. Required Supervisory Responsibilities No direct supervisory responsibilities. May act as a mentor/resource for lower level Preferred Bankers. Physical Requirements Occasionally lifts and carries up to 20 lbs. Frequently lifts and carries up to 10 lbs. Occasionally walks. Frequently sits, stand, drive, and navigate a typical office environment. Compliance Statement The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements. Development and Training It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law. We are an E-Verify Employer.
    $26k-37k yearly est. 15d ago
  • Personal Banker

    Pncbusinesscredit

    Investment Banker Job In Cincinnati, OH

    * Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. * Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. * Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. * Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. * Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC's total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our .
    $30k-39k yearly est. 28d ago
  • Personal Banker

    PNC Bank Na 4.4company rating

    Investment Banker Job In Cincinnati, 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 Branch Sales and Service Associate I in an In-store Branch, you will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Cincinnati, OH at the Delhi branch.Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. 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. To learn more about this opportunity, please watch this video. 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. Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.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. 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.
    $30k-38k yearly est. 60d+ ago
  • Personal Banker ll Fifth Third Bank

    Financeinfos

    Investment Banker Job 5 miles from Cincinnati

    **Title** **Personal Banker II** **Experience** Not Indicated **Location** Covington, KY, United States **Job Highlights** **Type** Full Time **Function** Retailing/Banking **Company** Fifth Third Bank **Company Profile** **Fifth Third Bank** operates four main businesses i.e. commercial banking, branch banking, consumer lending, and wealth/asset management. **Job Profile** The bank is seeking a who will **primarily focus on sales development and relationship building** through the promotion of deposits, loans, fee-based services, and the retention of customers. Responsible for selling a full range of banking products and services to meet existing and prospective customer's needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service process, using the prescribed tools and interacting with the staff for referral activity. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensuring that actions and behaviors drive a positive customer experience. **Education Level** * or work experience providing transferrable skills or a combination of education and experience **Work Experience** * **Experience in the financial industry** (preferred) * Demonstrated ability to develop a comfort level with sales activities designed to acquire new consumer household and small business customers or cross-sell to established customers. **Duties/Responsibilities** * Act with confidence by answering customer questions and owning customer issues. * Adhere to established policies and procedures while opening/servicing the full range of Retail products. * Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. * Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial, and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. * Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. * Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. * Maintain a position of trust and responsibility by keeping all business confidential. * Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. * Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. * Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. * Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. * Promote customer satisfaction with a friendly, helpful demeanor and professionalism. * Guide CSRs for the sales and referral process. * Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. * Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. **Skills/Knowledge/Abilities** * Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication. * Demonstrated ability to develop a working knowledge of Retail policies and procedures to utilize good judgment in making sound decisions. * Must be able to demonstrate an understanding of advanced math functions that will allow for analysis of credit and financial information. * Requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS website (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration Required for employment in this position. **Working Conditions** * Extending viewing of computer screens. * Normal office environment. * This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. * Travel outside of the affiliate will be required for various classroom training sessions. **Benefits/Perks** * Alternative work arrangements * Flexible Spending Accounts * Health and financial wellness program * Medical, dental, vision, disability, and life insurance Plans **Employer's Statement** Fifth Third Bank is an Equal Opportunity Employer. The bank considers all qualified applicants regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status, or any other legally protected status.
    $30k-39k yearly est. 29d ago

Learn More About Investment Banker Jobs

How much does an Investment Banker earn in Cincinnati, OH?

The average investment banker in Cincinnati, OH earns between $83,000 and $278,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average Investment Banker Salary In Cincinnati, OH

$152,000
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