Investment Banking Associate
Investment Banker Job In Columbus, OH
If you're looking for a role that values hard work without sacrificing your personal life, this could be the opportunity for you.
This is your chance to elevate, or begin, your investment banking career with a team that values your contributions and supports your development.
Only accepting candidates local to Ohio at this time.
What you'll do as an Associate:
As an Associate, you'll be a vital part of transactions from start to finish. This role offers a unique opportunity to work in small, agile teams and engage directly with clients. You'll gain hands-on experience, developing your skills at an accelerated pace in a supportive and collaborative environment.
What we look for in an Associate:
3+ years of professional experience in investment banking, M&A, commercial banking, or a Big 4 firm (tax or audit backgrounds are welcome).
The ability to be collaborative! Our client is looking for team player's only.
A commitment to excellence, attention to detail, and strong process management skills.
The ability to thrive in both autonomous and team-oriented settings.
Adaptability and resilience in a dynamic, fast-paced environment.
Sound like a fit?
Let's connect! Please send me an email and give me a call - the most engaged candidates will do both.
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Financial Representative
Investment Banker Job In Columbus, OH
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 The Western and Southern Life Insurance Company (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 to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among
Fortune
500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
Financial Representative
Investment Banker Job In Columbus, OH
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.
Financial Services Representative
Investment Banker Job In Columbus, OH
Job Tittle: Customer Service Representative
Set Up: Fully Remote for Training then On-Site.
Pay Rate: $19.17 per Hour
Contract Length: 6 months *Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need*
Benefits: Paid Weekly, Health, Dental & Vision Benefits Available!
Target Start Date: *upon completion of new hire onboarding.
This is a great opportunity to join a leading financial and wealth management organization that offers room for growth and advancement!
Job Description
In this role, you will be assisting working for a Fortune 500 Financial Giant handling incoming calls and providing account service and resolution.
This is a high-volume environment that will allow for growth opportunities while you're servicing members with their address changes, account understanding, password resets, etc.
Responsibilities
Client Support Service Professionals handle incoming phone calls regarding various service inquiries on Brokerage accounts.
Calls will need to respond with a high degree of accuracy and efficiency, while consistently meeting key department performance metrics.
Functional support areas include Brokerage Cash Management products and services, Brokerage Online (client website) and Mobile app, and general account or financial related inquiries.
Successful applicants will be highly professional, career driven, and committed to World-Class Service.
Ability to contribute in a fast paced, team-oriented environment.
Aptitude to multi-task and adjust quickly to change in a busy financial service center
Skills Required
Ability to contribute in a fast paced, team-oriented environment.
Aptitude to multi-task and adjust quickly to change in a busy financial service center
Education and Other Requirements
College degree preferred
Possess general knowledge of financial markets.
Previous contact center experience
Should you accept an offer for an opportunity, with this client, we do require a background check (7 years and active cases), fingerprinting, education verification, and verification of employment history for the last 7 years. You may be required to provide documentation (copy of your diploma, W2's or Paystubs) to help us verify this information.
General Interest - Experienced Investment Banker - Columbus or Cleveland
Investment Banker Job In Columbus, OH
Headquartered in the heartland, Copper Run is a different kind of investment bank. We focus exclusively on middle market transactions, providing buy-side and sell-side M&A advisory on deals between $10M and $250M. We pride ourselves on delivering Wall Street execution for our clients while remaining grounded in solid Midwestern values. Our clients include top-tier private equity firms, sponsor-backed companies, and middle market businesses.
Our firm is continuing to grow and is always looking for bankers who can immediately help execute on our excess deal flow as well as support our business development.
QUALIFICATIONS
Experience in investment banking, commercial banking, corporate finance, or similar fields
A track record of:
Sourcing Deals - including the ability to originate leads, market the firm to the potential client, and manage the engagement letter negotiation process
Marketing Deals - utilizing strong communication skills and the eagerness to personally contact potential counterparties for deals
Completing Transactions - including the ability to compile marketing materials, structure transactions, and successfully negotiate transactions, especially through the inevitable roadblocks
Capable of effectively leading multiple day-to-day client relationships with the CEOs/business owners over long periods of time and multiple client engagements
Ability to market transactions to private equity firms, strategic buyers, etc., with the ideal candidate already possessing solid relationships with said parties but not mandatory
Self-motivated, personable (both with clients and colleagues), enjoys networking, and has a strong work ethic
Ability to have fun
FINRA Series 79, 7, and 63 a plus but not mandatory to start
EEO STATEMENT (Equal Employment Opportunity)
Copper Run is an equal employment opportunity employer. We welcome all applicants and evaluate each on the basis of job qualification. We do not consider race, color, religion, gender, sexual orientation, gender identity, pregnancy, national origin, ancestry, citizenship, age, disability, genetic information, marital status, status as a covered veteran, status as a victim of domestic violence, or any other legally protected status in accordance with applicable federal, state, and local laws. This policy shall apply to all phases of the employment relationship including hiring, upgrading, promoting, disciplining, transferring, reducing in force, terminating, and compensating personnel. Furthermore, CR will provide reasonable accommodation.
Commercial & Investment Bank - Front Office - United States - 2025 ReEntry Program
Investment Banker Job In Columbus, OH
JobID: 210575358 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $90,000.00-$90,000.00; Jersey City,NJ $90,000.00-$90,000.00; Newark,DE $90,000.00-$90,000.00; Palo Alto,CA $90,000.00-$90,000.00; Seattle,WA $90,000.00-$90,000.00; Chicago,IL $80,000.00-$80,000.00
About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least 2 years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 21, 2025 and ending July 31, 2025 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial & Investment Bank
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Group Overview:
Payments combines our treasury services, trade, card and merchant services capabilities to help clients pay customers or employees, in different currencies, around the world. Focused on helping our clients navigate a challenging era of digital transformation and evolving customer expectations, JPMorgan Chase processes nearly $10 trillion payments daily, and is #1 in USD payments volume.
Securities Services provides comprehensive solutions spanning the full investment cycle to help institutional investors succeed now and in the future. Our world-class suite of services includes custody, fund accounting and administration, middle office services, foreign exchange, liquidity management, securities financing, collateral management, data solutions and regulatory insights.
Markets is comprised of the world's leading securities and derivatives sales, trading and research groups. Our professionals are at the center of the world's financial markets, providing liquidity, insights and analytics, competitive pricing across the full spectrum of asset classes - all focused on helping clients outperform their benchmarks.
Quantitative Research is the modelling team for the CIB Markets group. CIB QR covers Risk Management Models as well as Data Analytics for the CIB Markets businesses, Custody and Fund Services, and Treasury Services. The work spans topics ranging from process optimization in Treasury Services, client sales analytics in markets, through electronic trading and market making to classic derivative and credit modelling.
Investment Banking Supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.
Corporate Banking manages the firm's relationships with large corporations, financial institutions and public sector organizations globally to solve problems for clients and help them to grow. We help our clients meet their objectives and challenges in financing, risk management, working capital, cash management and investments.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
J.P. Morgan Wealth Management - Private Client Investment Associate - Columbus, OH
Investment Banker Job In Columbus, OH
If you are passionate about client experience and goals driven planning, then our team is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within J.P. Morgan Wealth Management
Job responsibilities
Work as a team with other associates to support a group of 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
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
Unlicensed or partially licensed hires will hold the Private Client Investment Associate Licensing title until licensing is obtained within required timeframe. Once fully licensed with required licenses, hire will move into Private Client Investment Associate title
PXT Finance Investments Scorecard - Associate
Investment Banker Job In Columbus, OH
As a PXT Finance Investments Scorecard Associate, you will focus on supporting the production of the investment scorecard and conducting post-implementation reviews of past projects. You will partner with more senior teammates to gather the inputs necessary for the investment scorecard and generate scorecard results. Upon a project's completion, you will work to conduct post-implementation reviews to gain learnings and strengthen the investment process going forward.
We are seeking a candidate who is excited about the prospect of being part of a brand-new team and enjoys building new systems from scratch. You will also provide analytical insight into ways to improve the investment scorecard and investment process overall.
Job Responsibilities:
Gather the data and metrics necessary to populate the investment scorecard
Generate investment scorecards and review them with PXT Investments and Product stakeholders
Develop reporting and analytical insights on the mix of investments across all product portfolios
Help build out team systems and contribute to the ongoing development of the investment scorecard
Conduct post-implementation reviews on projects to assess if they delivered on their stated benefits; synthesize these results and present these learnings
Recruiting Qualifications:
2-3 years professional experience in a technical field (e.g., finance, technology, economics)
Strong problem-solving skills, comfort with ambiguity, and ability to build new systems from scratch
Excellent written, oral, and visual communications skills
Able to build relationships with a diverse set of peers across different job types
Solid organizational skills and attention to detail
Ability to deliver iterative progress quickly
Preferred Qualifications:
Prior experience as a product manager, program manager, developer, or in other technology roles a plus
J.P. Morgan Wealth Management - Private Client Investment Associate - Westerville, OH
Investment Banker Job 5 miles from Columbus
If you are passionate about client experience and goals driven planning, then our team is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management.
As a Private Client Investment Associate within JPMorgan Wealth Management, you will be a vital member of our Consumer Banking team. Your role will involve a blend of operational, marketing, and administrative tasks, working closely with our Private Client Advisors. You will handle operational requests, nurture client relationships, and contribute to ongoing wealth planning. Your responsibilities will also include risk management and ensuring compliance with our business unit's operational procedures. This role offers the chance to strengthen client relationships, supervise account reviews, and positively impact our team culture. Your ability to prioritize tasks, monitor progress, and consistently meet deadlines will be key to your success in this role.
Job responsibilities
Work as a team with other associates to support a group of 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
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
J.P. Morgan Wealth Management - Private Client Investment Associate - Westerville, OH
Investment Banker Job 5 miles from Columbus
If you are passionate about client experience and goals driven planning, then our team is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management.
As a Private Client Investment Associate within JPMorgan Wealth Management, you will be a vital member of our Consumer Banking team. Your role will involve a blend of operational, marketing, and administrative tasks, working closely with our Private Client Advisors. You will handle operational requests, nurture client relationships, and contribute to ongoing wealth planning. Your responsibilities will also include risk management and ensuring compliance with our business unit's operational procedures. This role offers the chance to strengthen client relationships, supervise account reviews, and positively impact our team culture. Your ability to prioritize tasks, monitor progress, and consistently meet deadlines will be key to your success in this role.
Job responsibilities
Work as a team with other associates to support a group of 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
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
Consultant, Operations & Technology Transformation - Investment & Wealth Management
Investment Banker Job In Columbus, OH
Consultant, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market leading expertise and industry depth by harnessing deep sector knowledge, scaling the power of hybrid services and products, and unlocking the power of Process Bionics to deliver sustainable and impactful solutions to our clients. We advise, design, implement, and deploy innovative and technology enabled solutions focused on "heart of the business" issues in specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources.
Our OTT team applies deep sector knowledge and technical business operations consulting experience to take a more strategic view of our clients' priorities, helping them to prepare for growth, embrace digital agenda, optimize costs, and maximize operational efficiency.
Who we serve
Deloitte's Financial Services Industry consulting practice is the largest in the world, serving over 90% of Fortune 500 banking, insurance, securities, investment management, and real estate companies.
Candidate profile
The ideal candidate will be curious, analytical, and confident with a natural drive to exceed immediate project requirements and overcome obstacles. A genuine passion for the Investment & Wealth Management industry, combined with relationship-building, leadership, and communication skills will be critical to success. Candidates should be energized by continuous personal improvement, proactively seeking out new skills and perspectives, exhibiting openness to coaching from senior colleagues, and contributing to the development of junior staff.
Your role
You will work on engagements in a team-based environment, partnering directly with clients, fellow Operations & Technology Transformation practitioners, and Deloitte consultants from complementary disciplines. As a Consultant, you will play a key role on the team, gathering and analyzing information, formulating and testing hypotheses, and developing actionable recommendations. You will often help present your team's findings to senior client stakeholders and implement recommendations.
Required Qualifications
* Bachelor's Degree
* 2+ years of strategy and/or operations transformation experience at a top-tier consulting firm OR a financial services institution
* 2+ years of experience in translating requirements into optimized designs, and identifying design alternatives and implications on functionality, effort, performance and operations
* 2+ years hands on experience with PowerPoint
* 2+ years experience leading workstreams and/or small teams within the context of a larger project
* Travel up to 50%
Preferred Qualifications
* 2+ years' experience in one or more of the following various sector packages; Charles River, Aladdin, Fidessa, EZE, Calypso/Murex, Bloomberg AIM, Portware, FlexTrade, SimCorp, FIS, Eagle PACE, IMS Markit EDM, Ipreo (iLevel and ival), eFront, Investran, DST SalesConnect, Market Metrics Matrix, Fishtank
* High proficiency in Microsoft visual Studio, Microsoft SQL Server Management Studio, JAVA SE8, Eclipse, Ninjucks, JavaScript, JSON, XML, XSL, HTML, CSS and Selenium Automation
* Experience with various phases of the implementation lifecycle, from system selection to implementation sequencing and planning, project management, application & technical design, interface& data conversion, application build, environment management, testing, go live planning, etc.
* Ability to communicate complex ideas effectively, both verbally and in writing (e.g., MS PowerPoint)
* Information for applications with a need for accommodation: ************************************************************************************************************
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93,225 - $155,375.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Recruiting tips
From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.
Benefits
At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.
Our people and culture
Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture.
Our purpose
Deloitte's purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Learn more about Deloitte's purpose, commitments, and impact.
Professional development
From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.
As used in this posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. Please see ************************* for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Deloitte will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. See notices of various ban-the-box laws where available.
Requisition code: 203276
Consumer Banking Internship Summer 2025
Investment Banker Job In Columbus, OH
Still in school but ready to launch your career? Our internship program is perfect for ambitious students looking to gain valuable hands-on experience that will build more than just your resumé - it will expand your career possibilities after graduation.
Our program is structured to provide students unique experiences tailored to their field of interest. Through these experiences, you'll build a foundation on which to further your career, your abilities and your dreams. Internships span 12 weeks and are offered in all of our business segments.
*** There are several different areas within Consumer Banking that we are looking to hire interns: Branch Banking, Customer Solution Center, Consumer Finance Division (Auto, Credit, Consumer Lending, Mortgage) and Segment Risk.
*** All Interested candidates should apply to this requisition and specific areas of interest/opportunity will be discussed during the screening conversations.
Note: Huntington intern compensation is determined by education classification and location of position.
Why Huntington? As an intern, you will be exposed to many facets of our business and our distinguished culture:
We offer a robust schedule of events - full of professional development opportunities
Interact with our Executive Leadership Team on multiple occasions
Learn from senior leaders about career pathing and Huntington business segments
Master the key concepts of our innovation framework through a business relevant team project
Immersion into our award winning culture through volunteer and social events
Duties & Responsibilities:
Collaborate directly with your manager
Support organization and department initiatives
Provide recommendations to improve your department
Work both independently and within a team
Exhibit a professional, business-like demeanor
Exhibit excellent oral and written communication skills
Aptitude - proficiency with computer software, particularly the Microsoft Office Suite
Take initiative to achieve personal career goals
Participate in all HNB internship events
Energy, enthusiasm, and passion for Huntington!
Basic Qualifications:
High School graduate
Enrolled in an Undergraduate or Graduate accredited University
At least one semester of college remaining following completion of the internship program in August 2025
Demonstrated teamwork and leadership through extracurricular activities and/or work experience
Exceptional communication, interpersonal, and relationship building skills
Ability to work independently or as part of a team
Proficiency in MicrosoftOffice applications
Preferred Qualifications:
Course(s) of study applicable to the area of business
Ability to maintain professional composure in a dynamic work environment that often requires management and completion of multiple tasks
Demonstrate sound judgment and ability to apply logical/critical thought processes when developing solutions
Ability to display a positive business presence with management and external personnel
A strong interest in Banking as a career
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Compensation Range:
$20.00-$25.00 Hourly
The compensation range represents the low and high end of the base compensation range for this position. Colleagues in Intern positions are eligible for paid holidays and Huntington's retirement savings plan.
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
Financial Clearance Representative L3
Investment Banker Job In Columbus, OH
Looking to join our dynamic team at Ohio State University Physicians where excellence meets compassion!?
Who we are
With over 100 cutting-edge outpatient center locations, dedicated to providing exceptional patient care while fostering a collaborative work environment, our buckeye team includes more than 1,800 nurses, medical assistants, physicians, advanced practice providers, administrative support staff, IT specialists, financial specialists and leaders that all play an important part. As an employee of Ohio State University Physicians (OSUP), you'll be an integral part of a team committed to advancing healthcare, education, and professional growth.
Our culture
At OSUP, we foster a culture grounded in the values of inclusion, empathy, sincerity, and determination. We meet our teams where they are, coming together to serve each other and our community.
Our benefits
We know that having options and robust benefit plans are important to you. OSUP prioritizes the wellbeing of our team and that's why we offer our employees a flexible, competitive benefit package. In addition to medical, dental, vision, health reimbursement accounts, flexible spending accounts, and retirement, we also offer an employee assistance program, paid time off, holidays, and a wellness program designed to support our employees so they can live their best lives. As an OSUP employee, you will be eligible for these various benefits depending on your employment status.
Responsibilities
Contacts patients or their designees to collect accurate coverage information.
• Uses integrated health information systems and telephone technology with customer service skills to facilitate customer interactions such that the customer experiences the Medical Center and its entities as an accessible, coordinated, and seamless entity.
• Performs an accurate search for patient in EPIC data base, thus, reducing the number of duplicate patient records. Assesses the patient's financial ability to pay for services, referring patients to financial counseling staff when appropriate.
• Sends eligibility requests to all payors to verify accurate and current coverage.
• Assists uninsured patients with Presumptive Medicaid, Financial Assistance and HCAP applications as applicable.
• Interacts and maintains excellent working relationships with medical staff, referring physicians, and their designees.
• Provides timely and appropriate hand off to the contact center when patient is cleared and ready to be scheduled.
• Displays the highest level of customer service, attentiveness, and consideration possible in all cases, keeping within the standard set by the Office of Compliance and HIPAA in reference to confidentiality.
• Alerts management of problems with systems and workflow.
• Creates estimates and collects copayments and deposits as necessary.
• Provides comprehensive education to patients on estimated liabilities and benefits.
• The ability to perform the duties of FCR Pre-Reg and FCR OON/Special Coverages/Pre-Cert to assist in those areas as assigned.
Obtains Prior Authorizatons as needed.
Completes Pre-registration as needed.
Assist Financial Clearance Lead as needed.
• Other duties as assigned.
Qualifications
Associates Degree or higher or High school diploma/GED with 2+ years of experience in insurance, healthcare, or related field.
Excellent customer service skills coupled with enthusiasm and compassion along with the ability to work in a fast paced environment.
Exceptional verbal and written communication skills.
High level of interpersonal skills to handle sensitive, confidential situations and establish effective working relationships with patients, physicians, team members, and others throughout the organization.
Attendance, promptness, professionalism, the ability to pay attention to detail, cooperativeness with physicians, co-workers and supervisors, and politeness to customers, vendors, and patients.
Ability to escalate issues if necessary.
Experience with PC applications including MS Office and Internet.
Ability to maintain employer training requirements.
Pay Range USD $18.79 - USD $28.19 /Hr.
Private Client Banker - Short North - Columbus, OH
Investment Banker Job In Columbus, OH
You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Financial & Structuring Associate (Modeling/Fuel Cells)
Investment Banker Job In Columbus, OH
Job Posting End Date 02-07-2025 Please note the job posting will close on the day before the posting end date Position is responsible for conducting analysis of financial performance and valuation of AEP's regulated portfolio of generation assets and transactions in regional power and gas markets. Interact with multiple levels of staff and management to understand market opportunities and business issues, conduct analysis, communicate results, and influence decisions. Looks for ways to reduce customer costs and increase margins.
Job Description
Work Designation -- hybrid from AEP's Headquarters in Columbus, OH. On 6/1/2025, this opportunity may transition to fully-onsite.
Essential Job Functions & Tasks
* Assist in performing analysis of prospective gas and power marketing or generation asset transactions to quantify financial value and define risk.
* Interacts with trading, marketing, operations, and back-office personnel to understand market dynamics and generation asset characteristics impacting value. Communicates financial value, current hedge position, and risk of new and existing transactions to senior management and suggests ways to increase corporate value, reduce customer cost, and mitigate risk.
* Assist in staying abreast of power and gas market fundamentals, regulations, and tariffs for the purpose of appropriately valuing and defining portfolio risk interacts with regulatory groups as needed to understand and respond to proposed market changes.
* Assist in monitoring valuations of existing transactions and works with risk oversight groups to ensure proper booking and recognition of market transactions adapts techniques and processes to improve valuations when appropriate.
* Assist in Performing SOX controls pertaining to valuations and reviews performance records with internal and external auditors upon request. Works with trading and marketing personnel to support development of new market or product opportunities or explore ways to reduce customer cost.
* Assist in cost development used as basis for cost-based offers in RTO markets.
* Assists the manager when required to work with Bid development personnel to ensure associated generation offer costs are accurate and appropriate for use in the cost-based offers.
* General understanding of RTO mandated and AEP internal cost policies and methods of development for cost-based offers.
* Assist to develop, document, test and implement upgrades of internal systems used for cost development.
* Actively participate in potential technology/business process improvement projects and deliver creative cost saving solutions that can be deployed and supported within the Commercial Operations team.
* Assist with the maintenance of the Fuel Position Management system used by AEP's Fuel procurement team. Consult with the team as needed on analyses required using system data.
Basic Qualifications
Education: Bachelor's degree required in Mathematics, Engineering, Finance, or related field of study.
Additional Requirements (Preferred Qualifications)
* Strong critical thinking and creative skills with the ability to exercise sound judgment by making decisions based on accurate and timely analysis.
* Effective communication skills with the ability to simplify extremely complex concepts. Computer literacy with the ability to effectively utilize associated systems and software including Microsoft Office applications, VBA and significant work experience with database query languages such as SQL, or others.
INITIAL POSITION / BASE SALARY FUNDING: approximately ($73,000 - $90,000/year). In addition to base salary, AEP offers competitive Total Rewards including: discretionary annual incentive, 401(k), pension, health insurance, vacation, educational assistance, etc.
#LI-HYBRID #AEPCareers
Compensation Data
Compensation Grade:
SP20-006
Compensation Range:
$72,380.00-90,474.50 USD
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It is hereby reaffirmed that it is the policy of American Electric Power (AEP) to provide Equal Employment Opportunity in all aspects of the employer‐employee relationship including recruiting, hiring, upgrading and promotion, conditions and privileges of employment, company sponsored training programs, educational assistance, social and recreational programs, compensation, benefits, transfers, discipline, layoffs and termination of employment to all employees and applicants without discrimination because of race, color, religion, sex, age, national origin, ethnicity, ancestry, veteran or military status, disability, genetic information, sexual orientation, gender identity, or any other basis prohibited by applicable law. When required by law, we must record certain information to be made part of an Affirmative Action Plan. Applicants for employment may also be invited to participate in the Affirmative Action Program by self-identifying their Race or Ethnic Identity.
Middle Market Banker (Multiple locations)
Investment Banker Job In Columbus, OH
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Identify, solicit, develop, manage, service, retain and grow long-term profitable middle market relationships in assigned region by offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective clients with $75MM to $500MM in annual sales. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - II) should be differentiated based on years of banking experience, portfolio size, and overall potential in the role per leadership discretion.
Positions available in the following locations:
Tampa, FL
Miami, FL
Fort Lauderdale, FL
Atlanta, GA
Washington, DC*
Baltimore, MD
Houston, TX
Charlotte, NC
Dallas, TX
Fort Worth, TX
Philadelphia, PA
Nashville, TN
Knoxville, TN
Columbus, OH
Cleveland, OH
Pittsburgh, PA
* ----------------------------------------------------------------------------------------------------
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and the Leadership Institute to consistently deliver a differentiated client experience in all client, prospect and center of influence (COI) interactions.
2. Develop and execute a marketing plan focused on winning new client relationships and expanding existing client relationships. Focus on driving continual improvement in portfolio revenue growth and new production revenue.
3. Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance with the Truist credit risk appetite.
4. Proactively contact clients to fully develop middle market banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions.
5. Champion non-credit financial services activity in the middle market segment, driving fee-based revenue opportunities, including specific efforts to serve the retail banking needs of our clients' owners/management/teammates (e.g. Private Wealth Management, Truist@Work Financial Wellness, Momentum on Up, etc).
6. Maintain proficiency and a high level of expertise in most aspects of finance; manage large and complex corporate relationships. Maintain extensive knowledge about complex credit products and structuring, including loan syndications, participations, and other capital markets solutions.
7. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or equivalent education and related training
2. Ten (10) or more years of experience in commercial banking
3. Strong interpersonal communications; can handle client relationships with borrowing clients with total debt of $10,000,000 or more
4. Highly skilled and proficient in most aspects of corporate finance, Capital Markets, Treasury, and other non-credit services
5. Ability to grasp complex credits clearly; is insightful in all aspects of finance
6. Excellent verbal and written communication skills
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
* ---------------------------------------------------------------------------------------------------
* Washington, DC Applicants: The Annual Base Salary for this position is $230,000 - $275,000.
Maryland Applicants: The Annual Base Salary for this position is $215,000 - $260,000. Additional incentive pay is available for this position.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Personal Banker - Grandview
Investment Banker Job In Columbus, 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 Personal Banker, 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 Columbus, OH at the Grandview 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.
Business Solutions Banker
Investment Banker Job In Columbus, OH
If you are passionate about supporting initiatives and executing processes that enhance efficiency and the client experience, then a role as a Business Solutions Banker is for you.
As a Business Solutions Banker in Business Banking, you will be helping to improve the lives of our clients and the well-being of their businesses by offering financial solutions, education and advice. You will manage a portfolio of business or Not-for-Profit clients, and build relationships through providing financial education and innovative solutions with a focus on client experience.
Job responsibilities
Deliver an outstanding experience to Chase Business Banking clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses
Plan and conduct regularly-scheduled, agenda-based meetings with each client to understand their needs and goals; identify their banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist the client with Chase online systems
Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio
Manage a portfolio of 250 high value business banking or Not-for-Profit clients by cultivating relationships to ensure a seamless client experience throughout Chase
Understand the client's short-term and long-term capital needs to identify and manage credit opportunities up to $250,000
Understand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client.; understand and recommend ways to keep clients' funds and accounts protected
Own client experience from end-to-end, engaging appropriate service teams to resolve issues; own the survey results for all assigned clients; and know when to escalate issues that require additional assistance or resolution
Required qualifications, capabilities, and skills
Minimum 3 years' experience in a Business Banking Relationship Management or portfolio management role, or related business experience
Maintain strong Zoom/phone-based and written communication skills with individuals at all levels internally and externally
Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes
Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client
General knowledge of core business products and services including deposit, lending, and cash management
Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
Preferred qualifications, capabilities and skills
Bachelor's degree in Finance or related field, or equivalent work experience
Financial Services Representative
Investment Banker Job In Columbus, OH
Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, "on your side" goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.
Are you passionate about delivering exceptional customer service and navigating the complexities of financial products? We're looking for a dedicated Financial Services Representative to join our dynamic team! The ideal candidate will be in the Columbus Metro area. This role may have 2-3 days in office expectations each week.
(Internal Use Only: Compensation Band C3)
#LI-YA1
Summary
Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you!
As a Representative, you'll provide timely, efficient service for an assigned product and/or service center internal and external customer. You will ensure that we are providing extraordinary care to our customers through workflow management and meeting all required service level agreements.
Job Description
Key Responsibilities:
* Processes business requests according to government regulations, contract provisions and internal procedures and controls. Adheres to high standards of professional conduct consistent with the delivery of excellent customer service.
* Provides outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
* Maintains current knowledge of contract and product provisions, administration of Nationwide products, processing systems and related federal and state regulations.
* Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
* Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other operating units. Includes understanding topics that require insurance or securities license and registration and understands when and how to route those inquiries to the properly registered representative.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Operations Division Manager or Service Team Unit Manager.
Typical Skills and Experiences:
Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.
License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.
Experience: One to three years of work experience with product-related customer service work experience preferred.
Knowledge, Abilities and Skills: General knowledge of office practices, customer service, information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred. Effective verbal and written communications skills to effectively communicate with others. Basic analytical and problem resolution skills. Proven ability to research, analyze and solve problems, leveraging existing processes and procedures. Ability to understand, anticipate and proactively act on customer needs. Proven decision-making skills necessary for customer contacts. Effective team-building and collaboration skills.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring manager's leader and HR Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility: Non Exempt (Eligible)
Working Conditions: Normal office environment.
Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position.
ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
Benefits
We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
Small Business Banker - Columbus, OH Area
Investment Banker Job In Columbus, OH
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $5 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.
Responsibilities:
* Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
* Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
* Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
* Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
* Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
* Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
* Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture
Required Qualifications:
* Has proven success in consultative sales in financial services or in business-to-business sales
* Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
* Is passionate about outside sales and enjoys spending time prospecting
* Wants to enhance existing relationships and exceed sales goals
* Can analyze financial conditions of clients and industry trends
* Can understand and interpret financial statements and cash flow analysis
* Has excellent communication skills and demonstrated leadership ability
* Enjoys partnering and negotiating with a team of bank employees to solve client issues
* Demonstrated management of a client portfolio with focus on relationship development and deepening
* Thorough knowledge of small business financial products and services
* Familiarity with CRM platforms and other banking systems
Desired Qualifications:
* Community leadership
* Strong computer skills with an ability to multitask in a demanding environment
* Undergraduate degree in business, finance or economics preferred or seven years relevant work experience
Skills:
* Client Experience Branding
* Client Management
* Client Solutions Advisory
* Customer and Client Focus
* Pipeline Management
* Credit Documentation Requirements
* Financial Analysis
* Oral Communications
* Prioritization
* Written Communications
* Coaching
* Interpret Relevant Laws, Rules, and Regulations
* Prospecting
* Risk Management
Shift:
1st shift (United States of America)
Hours Per Week:
40