Financial Representative
Investment Banker Job 2 miles from Newport
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among
Fortune
500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
Financial Representative
Investment Banker Job 9 miles from Newport
Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve.
About the role
Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals.
About Modern Woodmen of America
Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact.
Our representatives provide financial guidance and products to help members protect their families and their futures.
Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs.
Our programs build and strengthen relationships, allowing for membership growth and greater community impact.
We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community!
In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States.
About you
Show integrity and character.
Demonstrate leadership skills.
Team-oriented.
Focus on results/success driven.
Can or have overcome adversity.
Grow by helping others.
Show volunteer spirit in the community.
Look for self-improvement opportunities.
Enjoy building long-term relationships.
Credible, trustworthy and honest.
Education and training
Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.
Qualifications
Passion for bettering members' financial lives.
Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state).
Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.
Benefits and perks
Paid medical and dental insurance.
401(k) retirement plan with company match.
Noncontributory pension plan.
Group term life insurance.
Expense-paid trips, bonuses and other incentives.
Modern Woodmen is an equal opportunity employer.
Proprietary Equity Trader
Investment Banker Job 2 miles from Newport
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Family Care Programmatic Trader
Investment Banker Job 2 miles from Newport
P&G is the largest consumer packaged goods company in the world. We have operations in about 80 countries, building 65 trusted brands that make life better for 5 billion consumers in more than 180 countries. This brings many advantages, including the opportunity for our employees to enjoy a diverse and rewarding lifelong career filled with new and exciting challenges.
From Day 1, you'll help fulfill our purpose of improving lives of our consumers through leading, billion-dollar brands. We believe great ideas emerge from the creative connections that happen between our employees, and we encourage our multi-functional teams to work together to come up with new insights to address challenges we face!
The programmatic buyer for family care will work with the planner for the entire media strategy, they will set up the campaign strategy which includes audience creation and reach. They will act as the voice of campaign optimization, and as such they will attend weekly meetings with the brand. Lastly, they will work closely with A&I to design test and learns for various platforms.
The programmatic buyer will work in the following areas below;
Audience Creation
Tagging & Trafficking Creative Assets
Campaign set up in line with media strategy
Ownership and implementation of quality assurance standards for the digital media trading team
Analyze campaign performance data to drive continuous improvement and hypothesis-led testing of new concepts based on strong consumer and business understanding.
Plan and successfully manage to channel budgets.
Tracking performance & reporting of media advertisements
Job Qualifications
Required
Bachelor's Degree in Marketing/Digital Marketing or related field
Strong analytics background; Able to triangulate between data, brand goals and opportunities to make recommendations and optimize plans.
You should be filled with intellectual curiosity and be able to combine data and relevant information to turn insights into actions that get results.
2 or more years of experience in media buying platforms (programmatic, social media, Google)
Ability to make creative connections: Our team is pushing beyond the accepted ideas and boundaries to frame new ways of working and winning.
Have strong collaboration and communication skills (verbal and written) to enable strong and efficient progress within the core in-house team, to leverage partners effectively and to ensure client facing interactions are productive, clear and efficient.
Preferred Qualifications
3+ Years experience in hands on media buying platforms (programmatic, social media, Google)
Foundational SEM knowledge
Compensation for roles at P&G varies depending on a wide array of non-discriminatory factors including but not limited to the specific office location, role, degree/credentials, relevant skill set, and level of relevant experience. At P&G compensation decisions are dependent on the facts and circumstances of each case. Total rewards at P&G include salary + bonus (if applicable) + benefits. Your recruiter may be able to share more about our total rewards offerings and the specific salary range for the relevant location(s) during the hiring process.
We are committed to providing equal opportunities in employment. We value diversity and do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Immigration Sponsorship is not available for this role. For more information regarding who is eligible for hire at P&G along with other work authorization FAQ's, please click HERE.
Procter & Gamble participates in e-verify as required by law.
Qualified individuals will not be disadvantaged based on being unemployed.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Job Schedule
Full time
Job Number
R000113743
Job Segmentation
Experienced Professionals (Job Segmentation)
Starting Pay / Salary Range
$85,000.00 - $115,000.00 / year
Consultant, Operations & Technology Transformation - Investment & Wealth Management
Investment Banker Job 2 miles from Newport
What we do Operations and Technology Transformation delivers market leading expertise and industry depth by harnessing deep sector knowledge, scaling the power of hybrid services and products, and unlocking the power of Process Bionics to deliver sustainable and impactful solutions to our clients. We advise, design, implement, and deploy innovative and technology enabled solutions focused on "heart of the business" issues in specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources.
Our OTT team applies deep sector knowledge and technical business operations consulting experience to take a more strategic view of our clients' priorities, helping them to prepare for growth, embrace digital agenda, optimize costs, and maximize operational efficiency.
Who we serve
Deloitte's Financial Services Industry consulting practice is the largest in the world, serving over 90% of Fortune 500 banking, insurance, securities, investment management, and real estate companies.
Candidate profile
The ideal candidate will be curious, analytical, and confident with a natural drive to exceed immediate project requirements and overcome obstacles. A genuine passion for the Investment & Wealth Management industry, combined with relationship-building, leadership, and communication skills will be critical to success. Candidates should be energized by continuous personal improvement, proactively seeking out new skills and perspectives, exhibiting openness to coaching from senior colleagues, and contributing to the development of junior staff.
Your role
You will work on engagements in a team-based environment, partnering directly with clients, fellow Operations & Technology Transformation practitioners, and Deloitte consultants from complementary disciplines. As a Consultant, you will play a key role on the team, gathering and analyzing information, formulating and testing hypotheses, and developing actionable recommendations. You will often help present your team's findings to senior client stakeholders and implement recommendations.
Required Qualifications
+ Bachelor's Degree
+ 2+ years of strategy and/or operations transformation experience at a top-tier consulting firm OR a financial services institution
+ 2+ years of experience in translating requirements into optimized designs, and identifying design alternatives and implications on functionality, effort, performance and operations
+ 2+ years hands on experience with PowerPoint
+ 2+ years experience leading workstreams and/or small teams within the context of a larger project
+ Travel up to 50%
Preferred Qualifications
+ 2+ years' experience in one or more of the following various sector packages; Charles River, Aladdin, Fidessa, EZE, Calypso/Murex, Bloomberg AIM, Portware, FlexTrade, SimCorp, FIS, Eagle PACE, IMS Markit EDM, Ipreo (iLevel and ival), eFront, Investran, DST SalesConnect, Market Metrics Matrix, Fishtank
+ High proficiency in Microsoft visual Studio, Microsoft SQL Server Management Studio, JAVA SE8, Eclipse, Ninjucks, JavaScript, JSON, XML, XSL, HTML, CSS and Selenium Automation
+ Experience with various phases of the implementation lifecycle, from system selection to implementation sequencing and planning, project management, application & technical design, interface& data conversion, application build, environment management, testing, go live planning, etc.
+ Ability to communicate complex ideas effectively, both verbally and in writing (e.g., MS PowerPoint)
+ Information for applications with a need for accommodation: ************************************************************************************************************
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93,225 - $155,375.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Investment Associate
Investment Banker Job 2 miles from Newport
Hello Hire Talent Solutions is pleased to lead this search on behalf of one of our outstanding Cincinnati-based clients.
Responsible for assisting with the coordination, execution, and reporting of investment activities for institutional clients and with brokers, custodians, fund administrators, auditors, and the Firm's internal departments. The position entails resolving account-specific administrative and operational issues. This role will work closely with the COO, other senior team members, and service providers to support a small but rapidly growing investment management firm focused on delivering exceptional service and investment results to current and prospective clients.
Position Responsibilities
Operations
Client servicing as needed - including helping prepare responses to client requests and inquiries
Support the daily administration of the Firm's business by opening new client accounts, preparing and processing account specific and investment-related documentation, facilitating outgoing disbursements and incoming deposits of funds and securities, maintaining current and accurate client information
Maintain accurate and complete account and trade records/files as required by Firm policy and industry regulation
Reconcile accounts to ensure accurate trade settlement and activity
Trading
Preparation and execution of trading activities, including sales and purchases
Reporting any information associated with daily trade effort
Review client accounts and their adherence to individual investment policy guidelines
Work directly and/ or assist with third parties to resolve any failed trades, etc.
Aid with daily trade operations, including all trade execution
Onboarding of new Institutional client accounts
Projects
Perform and support projects at the direction of senior management
Engage in research projects and developing tools to support the implementation and reporting of investment activities related to discretionary and non‐discretionary clients
Desired Traits and Qualifications
B.A. or B.S. Degree
0‐5 years of investment experience
Working knowledge of investment products/services, operations, and investment‐related activities
Works independently toward objectives
Working knowledge of MS Office Products(Excel, Word, PowerPoint, Teams, etc.)
Excellent interpersonal, analytical, verbal and written skills
Must exhibit attention to detail, time management and excellent organizational
Positive attitude and willingness to work in a team environment - “do whatever it takes”
What we offer...
Competitive salary
Unlimited PTO days
Flexible and fun work environment
4% match on 401(k) after 1 year of service
Medical/dental/vision insurance available
Eligible for year‐end annual bonus program
Tuition reimbursement up to $3000/calendar year
$100/month cell phone stipend
Office Location - Norwood area (with free parking)
J.P. Morgan Wealth Management - Private Client Investment Associate - Fort Thomas, KY
Investment Banker Job 2 miles from Newport
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Prioritize daily work, track progress for current work, and consistently meet deadlines
Maintain and foster team culture
Required qualifications, capabilities, and skills
A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Financial Services Representative
Investment Banker Job 22 miles from Newport
About the job
Fortune 1000 Company that went public in 2010 on the NYSE.
Role Description
This is a part-time, flexible, remote role as a Financial Representative. The role involves tasks related to financial planning, client advisory services, and promoting financial products. The Financial Representative will work closely with clients to understand their financial goals and provide appropriate recommendations. Understanding of financial planning principles and investment products not required as you will be fully trained.
Qualifications
Excellent communication and interpersonal skills
Ability to work independently and manage time efficiently
Willingness to obtain all State and Federal Licensure
Must pass a background check
Located in the US
J.P. Morgan Wealth Management - Private Client Investment Associate - Cincinnati and Dayton
Investment Banker Job 2 miles from Newport
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment.
Job responsibilities
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Prioritize daily work, track progress for current work, and consistently meet deadlines
Maintain and foster team culture
Required qualifications, capabilities, and skills
A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
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
Financial Aid Representative
Investment Banker Job 2 miles from Newport
About Us: The BeOnAir Network is an organization that instructs students in all areas of the broadcast industry to become the next generation of media professionals. Our brand promise is "Learn from a Pro to Become a Pro"; students are trained by broadcast media professionals working in the field.
The organization operates seven campuses across Ohio, Illinois, Colorado, and Miami.
Like all members of the BeOnAir Network staff, the Financial Aid Advisor is expected to project the organization's core values and core purpose.
This position supports a college and creative culture and ensures graduates are fully ready for entry-level employment opportunities.
A key role of the Financial Aid Advisor is assisting students with their financial aid eligibility.
This individual is accountable for the one-on-one advising involved in ensuring students comply with their federal financial aid.
The Financial Aid Advisor will work closely and in conjunction with the Admissions Departments to provide financial aid options for potential new students and complete their packaging on time.
The Financial Aid Advisor is also responsible for meeting a monthly cash collection goal.
Additional responsibilities may include participation in orientation, graduation, campus events, and various tasks.
The Financial Aid Advisor must have extensive experience and judgment to plan and accomplish campus and department goals.
Scorecard accountabilities: Financial Aid first-time appointments, applicants that enroll within five days, same-day financial aid estimate, students enrolled in auto debit/payer express, cash collected vs.
cash due, title 4 drawdowns on time, complete student financial aid packaging promptly.
Responsibilities: * Meet prospective students and determine their eligibility for financial aid and other most appropriate tuition options, including payment plans or other financing options.
* At a student's first meeting with the Financial Aid advisor, the goal of the visit is to be able to achieve an estimate of Financial Aid eligibility as a result of the student completing the FAFSA and receiving the EFC in an email confirmation.
If the student has already completed the FAFSA during this session, the student should assign the school OPEID code to their FAFSA so the school can proceed with packaging.
A follow-up appointment is to be scheduled within 48 hours so the student can return to complete the FA process.
* After a student is packaged and all internal documentation is filled out, enroll the student in payer express to contribute to the campus goal.
* Set all students up in QuickBooks Campus and QuickBooks Cash Receipt with all pertinent information, and upload award letters into QuickBooks.
* Upload files for review by NFA and RFA through the enrollment cycle.
* Upload Term 2 files for review by NFA and RFA once SAP is received from Education * Submit completed drop packet for review by NFA and RFA * Complete a payment plan form to ensure auto payment authorization and specific payment dates.
Program tuition/fees or approved packing is due for all students by the end of add/drop.
* Assist students who are flagged for verification to complete the verification process within 2 weeks of informing student of being selected for verification.
* If any packaging for a student results in more than an out of pocket $5000 balance as of the last day of the last term, then approval must be requested from the CEO prior to the student sitting in class or being counted as an enrolled student.
* Ensure packaging does not exceed 30 months.
If any additional time, seek approval from the National Director of Financial Assistance and Planning (NDFAP).
- Adhere to noninterest payment plan: only available to students who after borrowing from Direct and Plus loans still have a balance left on their account.
* Print and file student ledgers to confirm all pulls were received.
* Maintain compliant FA files to include all documents on checklist that relate to the first term.
(This includes: Enrollment Agreement, ISIR, NSEstimate of FA, Signed Award, Entrance Counseling, MPN, Payment Plan, and any items flagged for verification and ledger card.
For the second terms proof of SAP assessment, revised ledger card and before graduation Exit counseling.
) * Responsible for maintaining receipt of payments.
* Complete nightly bank deposits.
* Interact with students using phone, email, texts, social media channels, and one-on-one communication to ensure accounts are less than 30 days past due.
* FA Advisor must conduct a daily review of the aging reports and/ or internal tracking reports for payments due by active cohorts to manage meeting weekly cash goal.
* Join in on weekly one-on-one ledger reviews with NFA and RFA and send a follow-up email about any pending financial aid needing to be requested * Ensure payments are collected and processed on the due date.
(If a due date falls on the weekend, payment should be sought the Friday before.
) * Complete a weekly review of grads and drops on aging to ensure accounts are current.
* Execute MPN's by the end of the drop/add period.
* Conduct Entrance and Exit counseling as due.
* Follow up with pending financial aid students to ensure they have all information needed for their education decision to meet app to enroll weekly goal.
Supervision Received: This is an independent position that reports to the Campus Director and National Director of Financial Assistance and Planning.
Two mandatory weekly meetings takes place: 1) Financial Aid Advisor to discuss goals to actual achievements; 2) Staff Meeting.
Supervision of Others This individual may supervise another financial aid advisor should campus needs require.
Physical Demands In order to fully service the staff and student needs this position requires the employee to often physically move from department to department.
This is not a sedentary position.
* Occasional lifting, bending and climbing stairs * Frequent talking, listening, walking, sitting and standing * Ability to perform multiple concurrent tasks and function in a fast-paced working environment Work Experience Requirements * Three years of business experience, ideally within a financial aid/customer service background.
* May need to complete credit, criminal, and drug background checks successfully.
Education Requirements * 4-year college degree and/or experience equivalency.
Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification.
They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
Financial Clearance Representative III
Investment Banker Job 5 miles from Newport
This position is responsible for verifying patient insurance, confirming benefits eligibility, performing authorization and pre-certification, calculating and estimating patient liability, and/or notification as required by third party coverage providers. Purpose of this job is to verify that TriHealth patient insurance information is accurate and up to date so payment will be received for services rendered. Additionally, this position requires the knowledge to review medical records obtaining information such as diagnosis, prior treatment, sign and symptoms, medication and other medical information to submit requests for authorizations for surgery, testing or treatment.
Job Requirements:
High School Degree in Medical terminology course or equivalent knowledge
Knowledge of Medical Terminology
Insurance vocabulary and processes
Government and Non-government third party benefits and coverage rules
Understanding of the impact financial clearance services has on revenue cycle operations and financial performance
1-2 years experience Customer Service Healthcare Dedication to treating both internal and external constituents as clients and customers Maintaining a flexible customer service approach and orientation that emphasizes service satisfaction and quality
Background in managed care or patient billing
1-2 years experience Technical Healthcare
Must have one year experience in insurance verification or precertification experience
Experience with automated patient account system or online verification systems
Job Responsibilities:
Other job-related information:
Working Conditions:
Climbing - Rarely
Concentrating - Consistently
Continous Learning - Frequently
Hearing: Conversation - Consistently
Hearing: Other Sounds - Rarely
Interpersonal Communication - Consistently
Kneeling - Rarely
Lifting
Lifting 50+ Lbs - Rarely
Lifting 11-50 Lbs - Rarely
Pulling - Rarely
Pushing - Rarely
Reaching - Occasionally
Reading - Consistently
Sitting - Frequently
Standing - Occasionally
Stooping - Occasionally
Talking - Consistently
Thinking/Reasoning - Consistently
Use of Hands - Consistently
Color Vision - Rarely
Visual Acuity: Far - Consistently
Visual Acuity: Near - Consistently
Walking - Frequently
TriHealth SERVE Standards and ALWAYS Behaviors
At TriHealth, we believe there is no responsibility more important than to SERVE our patients, our communities, and our fellow team members. To achieve our vision and mission, ALL TriHealth team members are expected to demonstrate and live the following:
Serve: ALWAYS…
• Welcome everyone by making eye contact, greeting with a smile, and saying "hello"
• Acknowledge when patients/guests are lost and escort them to their destination or find someone who can assist
• Refrain from using cell phones for personal reasons in public spaces or patient care areas
Excel: ALWAYS…
• Recognize and take personal responsibility to address and recover from service breakdowns when a customer's expectations have not been met
• Offer patients and guests priority when waiting (lines, elevators)
• Work on improving quality, safety, and service
Respect: ALWAYS…
• Respect cultural and spiritual differences and honor individual preferences.
• Respect everyone's opinion and contribution, regardless of title/role.
• Speak positively about my team members and other departments in front of patients and guests.
Value: ALWAYS…
• Value the time of others by striving to be on time, prepared and actively participating.
• Pick up trash, ensuring the physical environment is clean and safe.
• Be a good steward of our resources, using supplies and equipment efficiently and effectively, and will look for ways to avoid waste.
Engage: ALWAYS…
• Acknowledge wins and frequently thank team members and others for contributions.
• Show courtesy and compassion with customers, team members and the community
Personal Banker
Investment Banker Job 2 miles from Newport
Build Your Future Here:
Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals.
Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception.
We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank:
American Banker Best Banks to Work For in 2021, 2022, and 2023
Top Workplaces USA national award in 2022, 2023, and 2024
Newsweek's America's Best Banks 2023, and 2024
U.S. News & World Report's Best Companies to Work For in Banking and in the Midwest 2024-2025
At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/
Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization.
Job Purpose:
This is a professional selling position in retail banking with accountability to attract new relationships and retain existing relationships.
Job Duties:
Responsible for proactively meeting customer financial needs through direct sales and referrals - while delivering world class service. The PB I will execute their daily customer interaction in person, on the telephone or video device and at periodic outside venues - using the Peoples Bank sales process - which is rooted in ethical needs-based solution-oriented selling. They will be accountable for specific monthly production goals - of Peoples products and services including:
Loans, deposits and access to their information via multiple platforms including mobile banking. Additionally, a PB I will need to identify needs and refer to expert partners to include mortgage solutions, retirement solutions and several other non-traditional bank solutions.
Deliver superior customer service with a friendly demeanor, can-do attitude, and willingness to help at all times.
Develop and retain the customer base, greet by/use name, have knowledge of account ownership, and be responsive and timely with correspondence and problem resolution.
Maintain a position of trust and responsibility by keeping all customer business confidential.
Maintain balancing and error record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for more difficult errors.
Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, and examines checks for endorsement and negotiability.
Acquires, uses, and maintains, consumer lending product knowledge and abilities to generate and execute consumer loans, lines and deposit products.
Must be self-motivated and assertive with an ability to perform well in a sales environment and interact well with customers and team members in a professional manner.
Must possess an ability to turn service encounters into dialogue-based meetings where other needs can be uncovered.
Consistently meeting or exceeding sales referrals as set by management. Maintain a well develop working knowledge of the complete line of products and services offered.
Initiate conversations to uncover customer needs to be capable of effectively referring customers to business partners for the selling and cross-selling bank products and services to customers.
Consistently completes required training for all bank and branch policies and procedures.
Responsible for interpreting documents such as safety rules, account documents, operating and maintenance instructions, consumer loan documents and procedure manuals. Ability to speak effectively before groups of customers or employees of organization.
Define and offer solutions to resolve problems. Uses knowledge of the organization to identify helpful resources.
Follow operational standards regarding security, risk management, and compliance.
Make calls via phone or zoom to clients and/or prospects on a weekly basis to meet calling goals of the branch while recording those calls in the P1 system.
Ability to interpret data to evaluate for acceptable lending ratios and product and service opportunities.
Consistently meet sales goals.
The PB has a primary responsibility to uncover customers' financial needs, anticipate future needs and provide recommendations that will ethically better the customer's financial life.
Will perform special projects as assigned.
Education, Experience and Job Skills:
Minimum 1 year of needs-based sales experience.
Prior job experience with extensive customer contact is required.
Must be a flexible team player with excellent oral and written communication, customer service and cross-selling skills.
Must be able to establish and maintain working relationships with partners at their location and via telephone.
Must be a decision maker with well-developed interpersonal skills to represent the Bank positively in dealing with customers.
Must be self-motivated and assertive with an ability to perform well in a sales environment and interact well with customers and team members in a professional manner.
Must possess an ability to turn service encounters into dialogue-based meetings where other needs can be uncovered
Must be able to pass background and credit standards to hold NMLS credentials.
Must have ability to learn computer and mobile device application quickly.
Trustworthy and confidential behavior is essential in this role.
Reliable transportation
Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed.
Basic Qualifications:
High School Diploma or GED; 1 month to two years related experience and/or training; or equivalent combination of education and experience.
Minimum 1 year of needs-based sales experience.
Reliable transportation.
Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed.
Equal Opportunity Employer M/F/Disabled/Vet;
If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process or other inquires.
Endoscopy Bank HCA
Investment Banker Job 45 miles from Newport
Bank Endoscopy Health Care Assistant | Glendon Wood Hospital | Bank Hours The role We're looking for a passionate Healthcare Assistant to join our Endoscopy Team. Putting patients first, you'll be given time to care for each person as a unique individual.
Our Endoscopy department are busy and colleagues will rely on your support. Together, you'll deliver the highest quality clinical outcomes in a supported environment. You'll be valued for your skills and expertise and given lots of opportunity to develop, because at Ramsay Health Care UK, we know our people are our most important asset.
You will need to be able to work in Endoscopy Decontamination rooms, Procedure room and on the ward under qualified staff supervision.
Where you'll be based
Glendon Wood Hospital has two operating theatres, a purpose built Endoscopy unit, 8 out- patient consultation rooms, a treatment room for minor surgery, out- patients physiotherapy as well as a full imaging unit consisting of MRI & CT scanners, USS, Mammography and X-ray facilities. We also have car parking for 103 cars, 10 disabled parking bays and 10 EV charging points.
What you'll bring with you
* NVQ level 2 or prepared to train to this level
* A warm, considerate and empathetic character
* The ability to make decisions and use your initiative
* Strong written and verbal communication skills
* Flexible approach to your duties and your hours
What we give back to you
* Competitive hourly rates plus enhancements
* Free DBS
* Contributory pension scheme
* Excellent training and development opportunities
* Free parking and subsidised staff restaurant (subject to site facilities)
* Free uniform
* Access to Blue Light Card
About us
Ramsay Health Care UK is a well-established global hospital group with over 50 years' experience. We are a global provider operating in 11 countries with 77,000 staff who treat 8 million patients each year. It is well respected within the healthcare industry and is one of the leading providers of independent hospital services in England. We are well known for our strong, long-standing relationship with the NHS.
We love people with a positive, "can do" attitude who want to make a difference in their work. "Our employees are Ramsay." The skills and commitment of our employees forms the basis for our success.
We know our people are our greatest asset, our business is growing and we would like you to join us. "The Ramsay Way" culture recognises that people - staff and doctors - are Ramsay Health Care's most important asset and this has been key to our ongoing success.
We are proud of our 'Speak Up for Safety' programme and ensure that the patient is at the heart of everything we do. Join us and have more 'Time to Care'.
We are committed to equality of opportunity for all. This position is subject to an Enhanced DBS check.
We value your application and welcome any questions you may have prior to applying. Please be advised that we reserve the right to close our advertisements prior to the announced closing date to ensure a quality recruitment process. Glendon Wood Hospital is committed to quality, equality and opportunity for all.
We care.
It's more than what we do, it's who we are. Everything we do is about striving to deliver the best care. And it's a belief that's as true today as it was when we welcomed our first patients in 1964.
"The Ramsay Way" culture recognises that our people are our most important asset and this has been key to our ongoing success.
We are proud to support the UK's Armed Forces and Reservists and have already achieved the Silver Award as part of the MOD's Armed Forces Covenant Employer Recognition Scheme. The scheme recognises employers who actively support Defence while encouraging other organisations to adopt the same behaviours in their workplace. As a company we are committed to supporting the wider Armed Forces community and this includes our staff as well as our patients.
We are committed to equality of opportunity for all. This position is subject to background and DBS checks.
Main Banker- Starting at $15/hr
Investment Banker Job 22 miles from Newport
Essential Job Functions:
Accept Live Gaming Device Fills and Credits, BVU and Electronic Gaming Device drop after count/verification.
Post bets from patrons and redeem Sports Wagering Operations tickets or vouchers.
Reviews and files CTR and SARC under Title 31
Re-impressment of windows and banks in the cashier cage areas.
Exchanges from all cashier cage areas.
Impresses and exchanges for the Food and Beverage Department.
Accepts and verifies Food and Beverage drops.
Responsible for preparation of bank deposits, and ordering of funds needed.
Ensures excellent relations both external and internal.
Responsible for inventory and accountability of all funds.
Accepts chip credits from window cashiers.
Reconcile fill bank.
Inputs openers and closers in the LGS computer system.
Must have ability to meet tasks and responsibilities as assigned by the Marine and/or Security departments during times of emergency or otherwise, as required of the crew of a Coast Guard certified vessel.
Other Job Functions:
Perform miscellaneous duties as assigned.
All other duties as assigned with the normal operation of a cashier's cage.
Job Qualifications:
Experience Required: One year experience in a cashiers cage or bank preferred, money handling experience imperative.
Education Required: High school diploma or equivalent preferred.
Skills, Knowledge and/or Abilities Required: Basic mathematics skills and computer skills, ability to effectively interact with people.
Licenses, Certifications, Bonding, and/or Testing Required: Indiana Gaming Commission Occupational License - Level 2.
Other Specialized Requirements: Ability to remain in one position for long periods of time, ability to lift 25 pounds frequently, ability to work any shift.
Small Business Banker- Cincinnati, OH Area
Investment Banker Job 2 miles from Newport
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 a diverse and 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.
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 providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.
Responsibilities:
Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture
Required Qualifications:
Has proven success in consultative sales in financial services or in business-to-business sales
Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
Is passionate about outside sales and enjoys spending time prospecting
Wants to enhance existing relationships and exceed sales goals
Can analyze financial conditions of clients and industry trends
Can understand and interpret financial statements and cash flow analysis
Has excellent communication skills and demonstrated leadership ability
Enjoys partnering and negotiating with a team of bank employees to solve client issues
Demonstrated management of a client portfolio with focus on relationship development and deepening
Thorough knowledge of small business financial products and services
Familiarity with CRM platforms and other banking systems
Desired Qualifications:
Community leadership
Strong computer skills with an ability to multitask in a demanding environment
Undergraduate degree in business, finance or economics preferred or seven years relevant work experience
Skills:
Client Experience Branding
Client Management
Client Solutions Advisory
Customer and Client Focus
Pipeline Management
Credit Documentation Requirements
Financial Analysis
Oral Communications
Prioritization
Written Communications
Coaching
Interpret Relevant Laws, Rules, and Regulations
Prospecting
Risk Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
Personal Banker
Investment Banker Job 5 miles from Newport
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Branch Sales and Service Associate I, you will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Crescent Springs, KY at the Crescent Springs branch.Job Description
Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this opportunity, please watch this video.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Relationship Banker
Investment Banker Job 19 miles from Newport
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 are delivering extraordinary service and innovative financial solutions to our members. We are a local credit union serving and strengthening our community. This is a full time position working Monday through Friday (9am - 5pm) and rotating Saturdays (9am - 2pm). What you will do:
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 product 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.
Performs other tasks as requested by supervisors as they relate to the bank and its functions.
•Attend SEG events with Business Development Representatives as necessary.
Make outbound calls; attend networking activities as needed.
As back up, performs opening, closing, and other branch servicing duties.
Balancing cash drawer, assist with cash vault balancing, completing logs, reports, some audits and control checks while maintaining a neat and organized work area.
What you will need:
Three or more years of member/customer service experience
Three or more year's financial services experience preferred
Effective oral and written communication skills
Excellent time management skills
Attention to detail
Ability to work some Saturday hours
Must have a valid driver's license
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.
While performing the duties of this job, you will need to have good manual dexterity as well as speaking and hearing ability. This position requires sitting; some reaching; standing; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds. It is expected that the employee will read, compile, compute and record numerical and statistical data. Must drive occasionally. This is a Non-Collective Bargaining Unit. Telhio is an Equal Opportunity Employer.
Financial Representative
Investment Banker Job 5 miles from Newport
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among
Fortune
500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
Family Care Programmatic Trader
Investment Banker Job 2 miles from Newport
P&G is the largest consumer packaged goods company in the world. We have operations in about 80 countries, building 65 trusted brands that make life better for 5 billion consumers in more than 180 countries. This brings many advantages, including the opportunity for our employees to enjoy a diverse and rewarding lifelong career filled with new and exciting challenges.
From Day 1, you'll help fulfill our purpose of improving lives of our consumers through leading, billion-dollar brands. We believe great ideas emerge from the creative connections that happen between our employees, and we encourage our multi-functional teams to work together to come up with new insights to address challenges we face!
The programmatic buyer for family care will work with the planner for the entire media strategy, they will set up the campaign strategy which includes audience creation and reach. They will act as the voice of campaign optimization, and as such they will attend weekly meetings with the brand. Lastly, they will work closely with A&I to design test and learns for various platforms.
The programmatic buyer will work in the following areas below;
Audience Creation
Tagging & Trafficking Creative Assets
Campaign set up in line with media strategy
Ownership and implementation of quality assurance standards for the digital media trading team
Analyze campaign performance data to drive continuous improvement and hypothesis-led testing of new concepts based on strong consumer and business understanding.
Plan and successfully manage to channel budgets.
Tracking performance & reporting of media advertisements
Job Qualifications
Bachelor's Degree in Marketing/Digital Marketing or related field
Strong analytics background; Able to triangulate between data, brand goals and opportunities to make recommendations and optimize plans.
You should be filled with intellectual curiosity and be able to combine data and relevant information to turn insights into actions that get results.
2 or more years of experience in media buying platforms (programmatic, social media, Google)
Ability to make creative connections: Our team is pushing beyond the accepted ideas and boundaries to frame new ways of working and winning.
Have strong collaboration and communication skills (verbal and written) to enable strong and efficient progress within the core in-house team, to leverage partners effectively and to ensure client facing interactions are productive, clear and efficient.
Preferred Qualifications
3+ Years experience in hands on media buying platforms (programmatic, social media, Google)
Foundational SEM knowledge
Compensation for roles at P&G varies depending on a wide array of non-discriminatory factors including but not limited to the specific office location, role, degree/credentials, relevant skill set, and level of relevant experience. At P&G compensation decisions are dependent on the facts and circumstances of each case. Total rewards at P&G include salary + bonus (if applicable) + benefits. Your recruiter may be able to share more about our total rewards offerings and the specific salary range for the relevant location(s) during the hiring process.
We are committed to providing equal opportunities in employment. We value diversity and do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Immigration Sponsorship is not available for this role. For more information regarding who is eligible for hire at P&G along with other work authorization FAQ's, please click HERE.
Procter & Gamble participates in e-verify as required by law.
Qualified individuals will not be disadvantaged based on being unemployed.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Job Schedule
Full time
Job Number
R000113743
Job Segmentation
Experienced Professionals (Job Segmentation)
Starting Pay / Salary Range
$85,000.00 - $115,000.00 / year
J.P. Morgan Wealth Management - Private Client Investment Associate - Cincinnati and Dayton
Investment Banker Job 2 miles from Newport
JobID: 210593991 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
* NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.