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Investment banker full time jobs - 36 jobs

  • National Branch & Self-Directed Investing - Associate

    Jpmorgan Chase 4.8company rating

    Columbus, OH

    Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business leaders on how to increase profitability and efficiencies. As an Associate in National Branch & Service Finance, you will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed. **Job responsibilities** + Manage annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports + Complete efficiency reporting, analytics and strategy, including, but not limited to, location strategy, span of control, reporting and analytics + Create financial business cases supporting business initiatives + Report on and monitor key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area + Develop and track performance metrics, create presentations, and generally provide financial analysis on a variety of topics to senior management + Perform variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets + Help design new reports and dashboards to efficiently deliver the financial results to senior management + Enhance controls and streamline processes, introducing automation where possible **Required qualifications, capabilities, and skills** + Bachelor's degree in Accounting, Finance or a subject of a technical nature + 3+ years of work experience in Financial Services, and/or accounting/controller background + Advanced skills in Excel and PowerPoint + Proficiency with data mining/gathering and manipulation of data sets + Inquisitive, enthusiastic and diligent, and capable of challenging peers + Strong verbal and written communication skills, with the ability to articulate complex issues clearly + Ability to create ad hoc reporting for senior management + Proven track record for executing on special projects / assignments with little lead time or information + Highly motivated and able to thrive and think clearly under pressure and tight deadlines; self-starter with excellent time management/prioritization skills + Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams + Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 - EAD, OPT, TN, or L visas).. Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** New York,NY $83,600.00 - $115,000.00 / year
    $83.6k-115k yearly 38d ago
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  • Investment Associate

    Dasstateoh

    Columbus, OH

    Investment Associate (260000A8) Organization: Arts CouncilAgency Contact Name and Information: Jarred SmallUnposting Date: Feb 5, 2026, 4:59:00 AMWork Location: James A Rhodes Office Tower 33 30 East Broad Street 33rd Floor Columbus 43215Primary Location: United States of America-OHIO-Franklin County-Columbus Compensation: $53,602Schedule: Full-time Work Hours: 40 hours a week Classified Indicator: ClassifiedUnion: OCSEA Primary Job Skill: Grants AdministrationTechnical Skills: Budgeting, Accounting and Finance, Grants AdministrationProfessional Skills: Attention to Detail, Interpreting Data, Problem Solving Agency OverviewThe Ohio Arts Council (OAC) is a state agency that funds and supports quality arts experiences to strengthen Ohio communities culturally, educationally, and economically. With funds from the Ohio General Assembly and the National Endowment for the Arts, the OAC provides financial assistance to artists and arts organizations.Job Description*PLEASE NOTE: A cover letter and two professional references are required to be considered for this position. Please ensure your cover letter and references are attached to your application submission.*The Ohio Arts Council is looking for a dedicated, detail-oriented professional to assume the duties of Investment Associate (Grants Coordinator 2) in the agency's Investment Office.This Investment Associate will be responsible for supporting agency grant-making activities for both organizations and individuals as part of the agency's Investment Office, working in partnership across the agency's teams. The Investment Office staff forms the core of the agency's primary work as a grant-maker. Investment Associates assist the Human Resources & State Investment Director in managing critical agency functions for all grant programs, supporting sound stewardship of public funds. These investments in turn support the state's arts and cultural assets, including artists, arts education, and arts and cultural organizations. Duties include, but are not limited to:Facilitate grants administration work for all agency grant programs: monitor applications to assigned grant program areas; input and maintain data for applicants and grantees; prepare application materials for review panels; attend and provide technical support at panel meetings; input funding recommendations and prepare grants reports for review and approval; monitor and evaluate grant activities to assure adherence to grant agreement terms and compliance with relevant program guidelines; review submitted reports for completeness and accuracy; participate in program policy development work as directed.Read, interpret, and prepare technical reports: review applicant and grantee budgets, audits, and other documentation for completeness; assist in reviewing grantee budgetary materials for sound financial practices.Maintain excellent public relations: provide technical assistance to constituents over the phone, via email, virtually, and in-person; answer inquiries about grant program deadlines, eligibility requirements, award reporting, and other issues; conduct periodic site visits and other in-state constituent travel, especially to areas that have previously been underserved.Maintain the agency's online grant application system: be knowledgeable about system performance, functionality, and periodic upgrades or enhancements; provide reports and other outputs for board and agency leadership; perform routine updates to forms and configuration settings in response to user feedback; provide training and troubleshooting for staff as needed.Assist with special programs and projects: assist in special events (e.g. conferences, workshops, meetings, displays); represent the Investment Office in work teams and ad hoc committees as directed; perform other duties as directed in the agency strategic plan. Major Worker Characteristics:Knowledge of supervisory principles/techniques*; public relations; contract & grant preparation; accounting; budgeting. Skill in operation of personal computer*. Ability to define problems, collect data, establish facts, & draw valid conclusions; develop complex reports & position papers; gather, collate, & classify information about data, people, or things; calculate fractions, decimals, & percentages.(*) Developed after employment.Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes: Medical Coverage Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period Paid time off, including vacation, personal, sick leave and 11 paid holidays per year Childbirth, Adoption, and Foster Care leave Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more) Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation) *Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.QualificationsMinimum Class Qualifications For Employment:Three courses or nine months' experience in contract & grant preparation; three courses or nine months' experience in accounting; three months' training or three months' experience in public relations.Or six months' experience as Grants Coordinator 1, 63161.Or equivalent of Minimum Class Qualifications For Employment noted above.Supplemental InformationSome evenings and/or weekends are required. Occasional overnight travel may be necessary. As of the time of posting, this overtime-eligible position starts at a base pay rate of $53,602 annualized ($25.77/hour) within pay range 30.The Ohio Arts Council is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs, and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws. To request a reasonable accommodation due to a disability please contact ADA Coordinator Kim Turner at ************ or ***********************. When contacted for an interview, an applicant who requires special accommodations due to a disability should notify the office at the time of contact so that proper arrangements can be made. *In-House Note: Please submit a cover letter and current resume in support of your interest in the position.Submit application materials to:Ohio Arts ********************************************ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
    $53.6k yearly Auto-Apply 1h ago
  • Investment Associate

    State of Ohio 4.5company rating

    Columbus, OH

    The Ohio Arts Council (OAC) is a state agency that funds and supports quality arts experiences to strengthen Ohio communities culturally, educationally, and economically. With funds from the Ohio General Assembly and the National Endowment for the Arts, the OAC provides financial assistance to artists and arts organizations. Some evenings and/or weekends are required. Occasional overnight travel may be necessary. As of the time of posting, this overtime-eligible position starts at a base pay rate of $53,602 annualized ($25.77/hour) within pay range 30. The Ohio Arts Council is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs, and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws. To request a reasonable accommodation due to a disability please contact ADA Coordinator Kim Turner at ************ or *********************** . When contacted for an interview, an applicant who requires special accommodations due to a disability should notify the office at the time of contact so that proper arrangements can be made. *In-House Note\: Please submit a cover letter and current resume in support of your interest in the position. Submit application materials to: Ohio Arts Council ************************* ************ At the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes: Medical Coverage Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period Paid time off, including vacation, personal, sick leave and 11 paid holidays per year Childbirth, Adoption, and Foster Care leave Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more) Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation) *Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position. Ohio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws. Minimum Class Qualifications For Employment: Three courses or nine months' experience in contract & grant preparation; three courses or nine months' experience in accounting; three months' training or three months' experience in public relations. Or six months' experience as Grants Coordinator 1, 63161. Or equivalent of Minimum Class Qualifications For Employment noted above. The State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting. *PLEASE NOTE\: A cover letter and two professional references are required to be considered for this position. Please ensure your cover letter and references are attached to your application submission.* The Ohio Arts Council is looking for a dedicated, detail-oriented professional to assume the duties of Investment Associate (Grants Coordinator 2) in the agency's Investment Office. This Investment Associate will be responsible for supporting agency grant-making activities for both organizations and individuals as part of the agency's Investment Office, working in partnership across the agency's teams. The Investment Office staff forms the core of the agency's primary work as a grant-maker. Investment Associates assist the Human Resources & State Investment Director in managing critical agency functions for all grant programs, supporting sound stewardship of public funds. These investments in turn support the state's arts and cultural assets, including artists, arts education, and arts and cultural organizations. Duties include, but are not limited to: Facilitate grants administration work for all agency grant programs\: monitor applications to assigned grant program areas; input and maintain data for applicants and grantees; prepare application materials for review panels; attend and provide technical support at panel meetings; input funding recommendations and prepare grants reports for review and approval; monitor and evaluate grant activities to assure adherence to grant agreement terms and compliance with relevant program guidelines; review submitted reports for completeness and accuracy; participate in program policy development work as directed. Read, interpret, and prepare technical reports\: review applicant and grantee budgets, audits, and other documentation for completeness; assist in reviewing grantee budgetary materials for sound financial practices. Maintain excellent public relations\: provide technical assistance to constituents over the phone, via email, virtually, and in-person; answer inquiries about grant program deadlines, eligibility requirements, award reporting, and other issues; conduct periodic site visits and other in-state constituent travel, especially to areas that have previously been underserved. Maintain the agency's online grant application system\: be knowledgeable about system performance, functionality, and periodic upgrades or enhancements; provide reports and other outputs for board and agency leadership; perform routine updates to forms and configuration settings in response to user feedback; provide training and troubleshooting for staff as needed. Assist with special programs and projects\: assist in special events (e.g. conferences, workshops, meetings, displays); represent the Investment Office in work teams and ad hoc committees as directed; perform other duties as directed in the agency strategic plan. Major Worker Characteristics: Knowledge of supervisory principles/techniques*; public relations; contract & grant preparation; accounting; budgeting. Skill in operation of personal computer*. Ability to define problems, collect data, establish facts, & draw valid conclusions; develop complex reports & position papers; gather, collate, & classify information about data, people, or things; calculate fractions, decimals, & percentages. (*) Developed after employment.
    $53.6k yearly Auto-Apply 3d ago
  • Financial Recovery Rep 2

    Huntington National Bank 4.4company rating

    Columbus, OH

    + Financial Recovery Rep Position is managing a portfolio of substandard Business Banking loans, working with customers, attorneys and liquidators to gently exit borrowers unable to maintain their relationship with HNB. + Detailed Description: - Develops a litigation and or liquidation strategy on classified (financial Recovery-managed) loans up to $250M to minimize losses on a Business Banking portfolio. - Presents a summary of action plans to resolve the problem loans to FRG senior management specific to exit strategies. - Analyzes financial plans, negotiates loan collection or restructuring, and recommends/oversees litigation, liquidation to reduce exposure. - Identifying appropriate risk ratings, accrual status and losses, address workout scenarios, communicates data driven results to upper management in a time sensitive environment. - Adheres to bank policies and procedures and complies with legal and regulatory requirements. - Accountable for risk management, compliance and audit performance for area(s) of responsibility whether a supervisor, manager or individual contributor. - Establishes or works with management to develop effective controls and processes to ensure risks are measured, monitored and controlled and compliance requirements. - Maintains current knowledge of risk-related changes that may impact assigned area(s) of responsibility. Basic Qualifications: - Bachelor's Degree - 3 or more years of experience in commercial/business banking underwriting, lending, credit and/or appraisal required. - Preferred Qualifications: - Bachelor's Degree in Business, Finance, or Accounting - Excellent written and verbal communication skills - Strong goal achievement orientation. - Strong attention to detail, sense of urgency, and ability and desire to provide Simply the Best Service to our clients are key in this position. - Ability to work independently in a deadline driven and goal-oriented team environment. - Basic working knowledge of PC applications - Knowledge of bankruptcy laws - Ability to negotiate settlements, workouts and sale of security while adhering to state and federal regulations - Experience with Real Estate Foreclosure process - Previous experience with AFS / Velocity / RETS / CARS Strong working knowledge of SBA loans and the associated workout process to ensure compliance with SBA Standard Operating Procedures. - Working knowledge of exit strategies including bankruptcy, closed business, legal remedies and liquidation strategies. #LI-KD1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000-$113,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $57k-113k yearly 33d ago
  • Licensed Clinician (LPC LSW LPCC LISW) for Women's Empowerment Program

    North Community Counseling Centers 4.0company rating

    Columbus, OH

    North Community Counseling Centers (NCCC) is a nonprofit, mental health and addiction agency that has been providing essential services since 1968. We're on a mission to assist people in the community to achieve their maximum potential by providing behavioral healthcare services in a healthy, comfortable, and safe environment. With four locations and home- and school-based programs, NCCC is able to offer solutions to challenges related to mental health and addiction. In addition to therapy, NCCC offers case management, substance use disorder treatment, and youth and adolescent programming. We invite you to join our team and start changing lives today. Job description We are looking for empowered individuals that are dedicated and passionate about behavioral health to join us on our mission to change the lives of the people in our community. The Licensed Clinician provides behavioral health services to the Women's Empowerment Program. A variety of services include mental health treatment, counseling, assessment and diagnoses, and, crisis intervention. The Licensed Clinician works collaboratively with an interdisciplinary team to provide comprehensive and integrated care. This position engages in opportunities to participate in staff and community activities that contribute toward clinical hours. The Licensed Clinician has the ability to create a schedule that works best for their needs and receives on-the-job training. Additional benefits of this position include access to free CEU's and training for licensure, diverse populations to work with, and the availability to grow with a variety of experts in diverse disciplines. Duties and Responsibilities: Accurately assesses and documents clients presenting problems, history, symptomology, mental status, diagnosis and prescribes initial interventions in a timely manner. Facilitates groups for the Women's Empowerment Program at the facility and in the community. Lite Case Management. Meets with clients of the Women's Empowerment Program to assist in developing specific, realistic, and measurable treatment goals and objectives. Conduct diagnostic assessment services and substance use disorder evaluations in order to identify client needs. Orient clients to North Community Counseling Centers clinical programs, policies, procedures, and phases of treatment. Determines appropriate milestones to gauge client progress. Facilitate referrals to other healthcare professionals and programs. Updates and maintains accurate client documentation. Participates in community and internal activities. Communicates needed information respectfully and clearly with clients, providers, and staff. Abides by and has knowledge of agency confidentiality policies and HIPPA rules. Perform other duties and special projects as assigned. Qualifications: Active LPC LSW LPCC LISW Bachelor's degree in social work, clinical counseling or a related field required. Social work or professional counselor licensure required. Previous experience in social work or counseling Strong documentation skills and ability to use electronic health record system Compassionate and caring demeanor Ability to build rapport with clients Strong leadership qualities Excellent written and verbal communication skills Valid Driver's license & insurance Agency Benefits: Medical, dental, and vision insurance coverage Free CEU training Mileage reimbursement Flexible schedule In-office work environments Paid vacation and sick time Guaranteed 9 paid holidays Competitive reimbursement Monthly bonuses as earned. Job Type: Full-Time, Part -Time Evenings, Weekends & Day Shift Pay ranges for the clinician position are based on experience and level of licensure. Candidates may select a set salary or variable hourly wage. Salary clinician positions include a benefits package. This position requires 95 billable hours per month (est. 25 hours per week). $50,000 - $54,000 for LSW/LPC/LCDC II & III $56,000 - $63,000 for LISW/LPCC Hourly wage positions are eligible for benefits with 72 billable hours per month. *Conditions apply. $37.50 for LSW/LPC/LCDC II & III $43.00 for LISW/LPCC North Community Counseling Centers is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
    $56k-63k yearly 60d+ ago
  • Personal Banker

    PNC Bank 4.4company rating

    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 within PNC's retail banking organization, you will be based in Columbus, OH. Branch Location: 1850 E Dublin Granville Rd Columbus, OH 43229-3559PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.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.Pay TransparencyBase Salary: $44,720.00 - $57,500.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 10/30/2025, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $44.7k-57.5k yearly Auto-Apply 60d+ ago
  • Personal Banker

    PNC 4.1company rating

    Westerville, 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 within PNC's Retail Branch organization, you will be based in Westerville, OH.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.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.Pay TransparencyBase Salary: $44,720.00 - $57,500.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 01/05/2026, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $44.7k-57.5k yearly Auto-Apply 13d ago
  • Relationship Banker

    United Midwest Savings Bank 3.7company rating

    Columbus, OH

    About UMWSB: We are not your typical bank, and we like it that way. Our four business pillars, SBA Lending, Consumer Lending, Mortgage Lending, and Deposit Banking allow us to attract unique candidates of all experience levels to join our growing team. What We Stand For Our products, services, and expertise have the feel of a small community bank, but the reach of a national brand. We at United Midwest Savings Bank are proud of the responsible, ethical manner in which our company has operated since its opening. We realize our success is a direct result of meeting our customer's needs and we continue to operate with your interests as our guide. Employment Type: Full-Time, Non-Exempt Location: Reed Road Branch Reports to: Branch Manager Position Summary: The Relationship Banker serves as the face of the bank, providing exceptional customer service while building lasting relationships with clients. This role is responsible for assisting customers with their banking needs, offering financial solutions, and promoting bank products and services to help clients achieve their financial goals. Responsibilities: Client Relationship Management: Develop, maintain, and strengthen relationships with both existing and new customers to ensure loyalty and satisfaction. Product and Service Consultation: Advise customers on available bank products and other financial services, explaining them clearly and concisely. Account Management: Assist customers with opening new accounts, managing existing ones, and completing day-to-day banking transactions. Education and Experience: College degree in business or finance, or related field; and 3-5 years of banking experience and/or training; or equivalent combination of education and experience. Required Skills/Abilities: Excellent verbal and written communication skills; must be able to effectively communicate with bank personnel of all levels and bank clients. Strong customer service skills and the ability to build relationships. Previous experience with all aspects of CDs and IRAs. Prior experience in outbound sales or customer engagement via phone. Strong Knowledge of Fiserv programs: Cleartouch, Client Central, and Source Capture; Also, strong knowledge of CSW and FIS Penley. Excellent time management skills with the ability to work independently and establish priorities. Ability to multi-task, prioritize and manage time effectively. Basic Office Machine Operation Skills, Printers, Scanners, Copiers, Fax, postage machine, etc. Benefits: Paid Time Off (PTO) Medical / Dental / Vision 401K Paid Family Leave United Midwest Savings Bank is an Equal Opportunity Employer.
    $23k-28k yearly est. 34d ago
  • Relationship Banker - Columbus, OH Area

    Bank of America 4.7company rating

    Columbus, OH

    Columbus, Ohio;Westerville, Ohio; Lewis Center, Ohio; Columbus, Ohio; Hilliard, Ohio; Columbus, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Can be flexible to work weekends and/or extended hours as needed **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $23k-28k yearly est. 46d ago
  • Relationship Banker

    Telhio Credit Union 3.8company rating

    Columbus, OH

    Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. As one of the largest credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and community involvement. After generations of service and growth, we never lose focus of our three core values - Caring, Commitment, and Integrity. About our Position The Relationship Banker at Telhio Credit Union, you will be accountable for uncovering and satisfying the needs of our members; Being a trusted advisor for our members and be the "One Telhio" solution for our members. Your key focus will be to ensure that you deliver extraordinary service and innovative financial solutions to our members. This is a full time position working Monday through Friday (9am - 6pm) and rotating Saturdays (9am - 1pm). Responsibilities: Perform all transactions in DNA accurately and efficiently (i.e. Cash Withdraws, Deposits, loan payments) Process Credit Card payments in our 3rd party portal Perform all IRA/HSA/etc. transactions in Ascensus Open IRAs and HSAs in Ascensus. Process member requests for wires, as needed. Inform Members about products, services, and current promotions Cross-sell credit union products by answering inquiries; informing members of new services and products promotions; ascertaining customer needs; directing customers to lobby and partner representatives. Conform/Comply with all applicable Telhio policies, procedures, and regulations. Maintains member confidence and protects credit union operations by keeping information confidential, cautioning others regarding potential breaches. Balance cash drawers accurately. Complies with credit union operations and security procedures by participating in all dual-control functions. Witness and assist in audits as requested. Open all consumer accounts in DNA. Perform all account maintenance for consumer and business members. Process any, and all, disputes for consumer and business members. Closes loans, when needed, for members in branch. Qualifications: High School Diploma or Equivalent (Required) Associates degree (Preferred) 1-3 yrs - Experience in Member/Customer Service (Required) 1-3 yrs - Experience in Financial Services (Preferred) Notary License (Upon hire/ Required) NMLS Designation (Upon hire/ Required) Effective communication skills (oral and written) Excellent Time management Attention to detail Telhio applicants must be able to pass a background check including: Credit, Drug Screen, Bondability, & Criminal Background. What you will earn: Competitive pay Benefits: several medical plan options, dental, free vision, free life and free disability insurance 6% matching and immediately vested 401(K) plan Generous schedule for paid holidays, vacation and personal time for a healthy work-life balance Opportunity for personal career growth, continued education and mentorship programs Volunteer opportunities impacting the local community Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires sitting; some reaching; frequent standing and walking; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds. This is a Non-Collective Bargaining Unit Telhio is an Equal Opportunity Employer
    $23k-27k yearly est. 60d+ ago
  • Business Banker II

    S&T Bank 4.5company rating

    Hilliard, OH

    Hilliard, OH 43026 or 358 North Shore Drive Pittsburgh, Pa 15212 Hours: Monday - Friday: 9:00 am - 4:00 pm (Must be flexible around branch hours) Function: Assumes direct responsibility for the development of banking relationships with respect to all business lines for assigned market and customers and prospective customers to develop new business and retain existing business through promotion of products and services. Duties and Responsibilities: Interviews customers and prospective customers and prepares documentation to acquire information concerning a customers business needs, abilities, and earnings for all business lines including: Collecting and analyzing financial data for proper account structure. Maintaining aggressive calling program for new and existing customers. Assisting other Regional Managers in generating business. Attending and participating in community affairs to promote the bank's image. Maintains a close working relationship with branch managers in order to develop new business. Develops and maintains a network of referral professionals such as attorneys, realtors, and other center of influences. Calls on new prospects as referred from all other areas of the bank, as well as courthouse lists, referrals from prospects, and prospect lists. Carries out a variety of business development activities to identify bank prospects. Receives and responds to various customer questions and solves customer problems. Maintains a good working relationship with bank employees. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the department and in turn, the organization. Assumes additional responsibilities as required. Education: Requires a four-year college degree or equivalent, plus specialized training. Major or area of specialization: Finance/Accounting. Experience: Requires a minimum of five years specialized experience, specifically credit/lending. Physical Demands: Operates a keypad device: 40% of the week. Operates electronic equipment: 20% of the week; operates office equipment: 10% of the week. Travels: 30% of the week. Physical demands include travel by car to see customers, inspect construction sites, land developments, etc. Lenders also travel out of state to inspect projects, construction sites and meet customers. Requires the use of manual dexterity skills for typing and data entry up to 40% of the business day. Specific vision requirements include close vision of 18”-20” for computer work. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Salary Range: $55,000.00 - $149,000.00
    $29k-45k yearly est. Auto-Apply 35d ago
  • National Branch & Self-Directed Investing - Associate

    Jpmorganchase 4.8company rating

    Columbus, OH

    Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business leaders on how to increase profitability and efficiencies. As an Associate in National Branch & Service Finance, you will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed. Job responsibilities Manage annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports Complete efficiency reporting, analytics and strategy, including, but not limited to, location strategy, span of control, reporting and analytics Create financial business cases supporting business initiatives Report on and monitor key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area Develop and track performance metrics, create presentations, and generally provide financial analysis on a variety of topics to senior management Perform variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets Help design new reports and dashboards to efficiently deliver the financial results to senior management Enhance controls and streamline processes, introducing automation where possible Required qualifications, capabilities, and skills Bachelor's degree in Accounting, Finance or a subject of a technical nature 3+ years of work experience in Financial Services, and/or accounting/controller background Advanced skills in Excel and PowerPoint Proficiency with data mining/gathering and manipulation of data sets Inquisitive, enthusiastic and diligent, and capable of challenging peers Strong verbal and written communication skills, with the ability to articulate complex issues clearly Ability to create ad hoc reporting for senior management Proven track record for executing on special projects / assignments with little lead time or information Highly motivated and able to thrive and think clearly under pressure and tight deadlines; self-starter with excellent time management/prioritization skills Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 - EAD, OPT, TN, or L visas).. Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.
    $70k-101k yearly est. Auto-Apply 40d ago
  • Financial Recovery Rep 2

    Huntington 4.4company rating

    Columbus, OH

    Financial Recovery Rep Position is managing a portfolio of substandard Business Banking loans, working with customers, attorneys and liquidators to gently exit borrowers unable to maintain their relationship with HNB. Detailed Description: • Develops a litigation and or liquidation strategy on classified (financial Recovery-managed) loans up to $250M to minimize losses on a Business Banking portfolio. • Presents a summary of action plans to resolve the problem loans to FRG senior management specific to exit strategies. • Analyzes financial plans, negotiates loan collection or restructuring, and recommends/oversees litigation, liquidation to reduce exposure. • Identifying appropriate risk ratings, accrual status and losses, address workout scenarios, communicates data driven results to upper management in a time sensitive environment. • Adheres to bank policies and procedures and complies with legal and regulatory requirements. • Accountable for risk management, compliance and audit performance for area(s) of responsibility whether a supervisor, manager or individual contributor. • Establishes or works with management to develop effective controls and processes to ensure risks are measured, monitored and controlled and compliance requirements. • Maintains current knowledge of risk-related changes that may impact assigned area(s) of responsibility. Basic Qualifications: • Bachelor's Degree • 3 or more years of experience in commercial/business banking underwriting, lending, credit and/or appraisal required. • Preferred Qualifications: • Bachelor's Degree in Business, Finance, or Accounting • Excellent written and verbal communication skills • Strong goal achievement orientation. • Strong attention to detail, sense of urgency, and ability and desire to provide Simply the Best Service to our clients are key in this position. • Ability to work independently in a deadline driven and goal-oriented team environment. • Basic working knowledge of PC applications • Knowledge of bankruptcy laws • Ability to negotiate settlements, workouts and sale of security while adhering to state and federal regulations • Experience with Real Estate Foreclosure process • Previous experience with AFS / Velocity / RETS / CARS Strong working knowledge of SBA loans and the associated workout process to ensure compliance with SBA Standard Operating Procedures. • Working knowledge of exit strategies including bankruptcy, closed business, legal remedies and liquidation strategies. #LI-KD1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000-$113,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $57k-113k yearly Auto-Apply 9d ago
  • RELATIONSHIP BANKER

    United Midwest Savings Bank 3.7company rating

    Columbus, OH

    Job Description About UMWSB: We are not your typical bank, and we like it that way. Our four business pillars, SBA Lending, Consumer Lending, Mortgage Lending, and Deposit Banking allow us to attract unique candidates of all experience levels to join our growing team. What We Stand For Our products, services, and expertise have the feel of a small community bank, but the reach of a national brand. We at United Midwest Savings Bank are proud of the responsible, ethical manner in which our company has operated since its opening. We realize our success is a direct result of meeting our customer's needs and we continue to operate with your interests as our guide. Employment Type: Full-Time, Non-Exempt Location: Reed Road Branch Reports to: Branch Manager Position Summary: The Relationship Banker serves as the face of the bank, providing exceptional customer service while building lasting relationships with clients. This role is responsible for assisting customers with their banking needs, offering financial solutions, and promoting bank products and services to help clients achieve their financial goals. Responsibilities: Client Relationship Management: Develop, maintain, and strengthen relationships with both existing and new customers to ensure loyalty and satisfaction. Product and Service Consultation: Advise customers on available bank products and other financial services, explaining them clearly and concisely. Account Management: Assist customers with opening new accounts, managing existing ones, and completing day-to-day banking transactions. Education and Experience: College degree in business or finance, or related field; and 3-5 years of banking experience and/or training; or equivalent combination of education and experience. Required Skills/Abilities: Excellent verbal and written communication skills; must be able to effectively communicate with bank personnel of all levels and bank clients. Strong customer service skills and the ability to build relationships. Previous experience with all aspects of CDs and IRAs. Prior experience in outbound sales or customer engagement via phone. Strong Knowledge of Fiserv programs: Cleartouch, Client Central, and Source Capture; Also, strong knowledge of CSW and FIS Penley. Excellent time management skills with the ability to work independently and establish priorities. Ability to multi-task, prioritize and manage time effectively. Basic Office Machine Operation Skills, Printers, Scanners, Copiers, Fax, postage machine, etc. Benefits: Paid Time Off (PTO) Medical / Dental / Vision 401K Paid Family Leave United Midwest Savings Bank is an Equal Opportunity Employer. Job Posted by ApplicantPro
    $23k-28k yearly est. 6d ago
  • Personal Banker

    PNC Financial Services Group, Inc. 4.4company rating

    Westerville, OH

    At 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 within PNC's Retail Branch organization, you will be based in Westerville, OH. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. 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 Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs Work Experience Roles 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. Education No Degree Certifications No Required Certification(s) Licenses Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Pay Transparency Base Salary: $44,720.00 - $57,500.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 01/05/2026, although it may be longer with business discretion. Benefits PNC 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; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $44.7k-57.5k yearly 12d ago
  • Personal Banker

    PNC 4.1company rating

    Springfield, OH

    At 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 within PNC's retail branch organization, you will be based in Springfield, Ohio at the Springfield North Branch. Bilingual Haitian Creole or French Preferred. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **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 Skills** Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales **Competencies** Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs **Work Experience** Roles 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. **Education** No Degree **Certifications** No Required Certification(s) **Licenses** Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. **Pay Transparency** Base Salary: $44,720.00 - $57,500.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. **Application Window** Generally, this opening is expected to be posted for two business days from 11/25/2025, although it may be longer with business discretion. **Benefits** PNC 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; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* . **Disability Accommodations Statement** If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. **Equal Employment Opportunity (EEO)** PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. **California Residents** Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $44.7k-57.5k yearly 53d ago
  • Business Banker II

    S&T Bank 4.5company rating

    Hilliard, OH

    Location: 4599 Cemetery Road Hilliard, OH 43026 or 358 North Shore Drive Pittsburgh, Pa 15212 Hours: Monday - Friday: 9:00 am - 4:00 pm (Must be flexible around branch hours) Function: Assumes direct responsibility for the development of banking relationships with respect to all business lines for assigned market and customers and prospective customers to develop new business and retain existing business through promotion of products and services. Duties and Responsibilities: * Interviews customers and prospective customers and prepares documentation to acquire information concerning a customers business needs, abilities, and earnings for all business lines including: * Collecting and analyzing financial data for proper account structure. * Maintaining aggressive calling program for new and existing customers. * Assisting other Regional Managers in generating business. * Attending and participating in community affairs to promote the bank's image. * Maintains a close working relationship with branch managers in order to develop new business. * Develops and maintains a network of referral professionals such as attorneys, realtors, and other center of influences. * Calls on new prospects as referred from all other areas of the bank, as well as courthouse lists, referrals from prospects, and prospect lists. * Carries out a variety of business development activities to identify bank prospects. * Receives and responds to various customer questions and solves customer problems. * Maintains a good working relationship with bank employees. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the department and in turn, the organization. * Assumes additional responsibilities as required. Education: Requires a four-year college degree or equivalent, plus specialized training. Major or area of specialization: Finance/Accounting. Experience: Requires a minimum of five years specialized experience, specifically credit/lending. Physical Demands: Operates a keypad device: 40% of the week. Operates electronic equipment: 20% of the week; operates office equipment: 10% of the week. Travels: 30% of the week. Physical demands include travel by car to see customers, inspect construction sites, land developments, etc. Lenders also travel out of state to inspect projects, construction sites and meet customers. Requires the use of manual dexterity skills for typing and data entry up to 40% of the business day. Specific vision requirements include close vision of 18"-20" for computer work. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Salary Range: $55,000.00 - $149,000.00
    $29k-45k yearly est. Auto-Apply 37d ago
  • Relationship Banker - Columbus, OH Area

    Bank of America 4.7company rating

    Hilliard, OH

    Columbus, Ohio;Westerville, Ohio; Lewis Center, Ohio; Columbus, Ohio; Hilliard, Ohio; Columbus, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Can be flexible to work weekends and/or extended hours as needed **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $23k-28k yearly est. 46d ago
  • Virtual Banker III - Plano TX, Columbus OH, Tempe AZ

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH

    JobID: 210686991 JobSchedule: Full time JobShift: : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Virtual Banker III within Consumer Banking, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will act as the main point of contact for a select group of Chase's clients, managing a diverse portfolio of client banking relationships. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all. Job Responsibilities * Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations based on financial needs. * Guide and set up self-service options like the Chase Mobile App, Chase.com, and ATMs to enhance customers' banking experience. * Partner with One Chase Partners to connect customers to experts for specialized financial needs. * Demonstrate excellent communication skills, including written, phone, and video, to engage customers, tailor product features, and resolve issues promptly. * Influence, educate, and connect customers to technology, delivering solutions that integrate One Chase products effectively. * Adhere to policies, procedures, and regulatory requirements, operating within risk parameters and meeting compliance obligations. * Achieve or exceed performance metrics related to client engagement and referrals, showing initiative in preventing problems. * Foster a welcoming atmosphere, delivering attentive service, and cultivating relationships with affluent clients by tailoring features and benefits. * Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank. * Cultivate relationships with affluent clients, tailoring features and benefits of products and services to customers with differing needs. Required Qualifications, Capabilities, and Skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships. * 2+ years of Branch Banking or equivalent experience in financial services with success in new client acquisition and revenue generation. * Demonstrated client-first attitude with the ability to create a hospitable and friendly experience. * Strong relationship-building skills, showing genuine care and concern during client interactions. * Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email. * Proficiency in quickly and accurately learning products, services, and procedures. * Ability to work collaboratively as a team to deliver seamless service with care and sincerity. * Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently. * Proven client service experience or comparable experience. * High school diploma, GED, or equivalent. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Experience adhering to banking policies, procedures, and regulatory requirements. * Experienced in retail banking, financial services, or a consultative customer relationship role in related industries, such as hospitality service industries, with a proven track record of success in deepening client relationships and delivering results, including experience in cultivating relationships with affluent clients. * College degree or military equivalent. 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: *********************************************************************
    $30k-67k yearly est. Auto-Apply 5d ago
  • Financial Recovery Rep 2

    Huntington Bancshares Inc. 4.4company rating

    Columbus, OH

    * Financial Recovery Rep Position is managing a portfolio of substandard Business Banking loans, working with customers, attorneys and liquidators to gently exit borrowers unable to maintain their relationship with HNB. * Detailed Description: * Develops a litigation and or liquidation strategy on classified (financial Recovery-managed) loans up to $250M to minimize losses on a Business Banking portfolio. * Presents a summary of action plans to resolve the problem loans to FRG senior management specific to exit strategies. * Analyzes financial plans, negotiates loan collection or restructuring, and recommends/oversees litigation, liquidation to reduce exposure. * Identifying appropriate risk ratings, accrual status and losses, address workout scenarios, communicates data driven results to upper management in a time sensitive environment. * Adheres to bank policies and procedures and complies with legal and regulatory requirements. * Accountable for risk management, compliance and audit performance for area(s) of responsibility whether a supervisor, manager or individual contributor. * Establishes or works with management to develop effective controls and processes to ensure risks are measured, monitored and controlled and compliance requirements. * Maintains current knowledge of risk-related changes that may impact assigned area(s) of responsibility. Basic Qualifications: * Bachelor's Degree * 3 or more years of experience in commercial/business banking underwriting, lending, credit and/or appraisal required. * Preferred Qualifications: * Bachelor's Degree in Business, Finance, or Accounting * Excellent written and verbal communication skills * Strong goal achievement orientation. * Strong attention to detail, sense of urgency, and ability and desire to provide Simply the Best Service to our clients are key in this position. * Ability to work independently in a deadline driven and goal-oriented team environment. * Basic working knowledge of PC applications * Knowledge of bankruptcy laws * Ability to negotiate settlements, workouts and sale of security while adhering to state and federal regulations * Experience with Real Estate Foreclosure process * Previous experience with AFS / Velocity / RETS / CARS Strong working knowledge of SBA loans and the associated workout process to ensure compliance with SBA Standard Operating Procedures. * Working knowledge of exit strategies including bankruptcy, closed business, legal remedies and liquidation strategies. #LI-KD1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000-$113,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $57k-113k yearly Auto-Apply 10d ago

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