Financial Representative
Investment Banker Job 30 miles from North Olmsted
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.
Insurance and Financial Services Representative
Investment Banker Job 21 miles from North Olmsted
Join The Leaders.
Being a State Farm agent gives you a unique opportunity to develop yourself, your business, and make a positive impact in your community. State Farm is committed to placing customer needs first, operating fairly and doing the right thing. Take a look and ask yourself if representing State Farm as an independent contractor agent might be the right opportunity for you.
We Look For People Who:
Want to make a positive difference in people's lives and in their community
Want a career that can be both personally and financially rewarding
Have key entrepreneurial traits including the desire to manage their own time and personal financial success
We Seek Candidates With:
Proven ethical behavior
The desire to network and build relationships that will obtain new customers, and retain existing customers
Ability to organize, operate and assume the risk of running a business with a focus on marketing and customer service
Drive for personal and financial achievement through meeting customer needs
Demonstrated success driving business results (not limited to insurance or financial services)
Strong track record of professional success; ideally in external sales, business ownership or management roles
A strong positive presence in the local community
Financial ability to begin and sustain a business
Some of the Benefits of Becoming a State Farm Agent:
Ability to offer a wide range of insurance, financial services and banking products to meet customer needs
An opportunity that allows you to maintain your own schedule
Ability to select, lead and develop your own team
Worldwide travel opportunities
National marketing and advertising support
Signing bonuses and paid training program with State Farm benefits during training period
Hands-on field development training experience with an established agent and continued support
Customer Care Centers are here 24/7 to assist State Farm customers and agents
State Farm is an equal opportunity employer.
Click the “Apply” button to be connected with a State Farm representative and to learn more about the State Farm agent opportunity. [Note: The “Apply” button is not an application for employment.]
State Farm agents are independent contractors. Compensation is sales and commission based. No base compensation is available with this opportunity. To determine actual compensation, the applicable State Farm Agent's Agreement and corresponding schedule of payments must be used. Information contained herein does not guarantee eligibility to receive compensation or guarantee specific results. Eligibility and actual results will vary.
Proprietary Equity Trader
Investment Banker Job 31 miles from North Olmsted
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Investment Advisory Services Intern
Investment Banker Job 31 miles from North Olmsted
The Investment Operations team is currently seeking an intern to gain hands-on experience with industry giants like Schwab and Bank of New York/Pershing. During this opportunity, the Investment Advisory Services Intern will develop expertise in all areas of the finance industry, including technology, tax, investment advising, and more. If you are passionate about finance, eager to gain real-world experience, and aspire to build a successful career in the industry, this internship offers a unique opportunity to learn from the best, work with industry leaders, and develop a strong foundation for your future.
Job Summary:
The Investment Advisory Services Intern is primarily responsible for account service and maintenance requests from our Financial Advisers. Interns provide support to our Investment Advisory Services teams to help facilitate new accounts, money movements, account service, and asset transfers with our custodial partners.
Essential Functions and Responsibilities:
Process new account services and maintenance requests with custodians, including account transfers, money movements, etc.
Monitor custodial reports and notifications and take appropriate actions to resolve actionable items
Utilize various software technologies to process daily workflow: Microsoft Office and CRM, OnBase, MyCase, LaserApp, Schwab Advisor Center, Pershing NetX360
Record detailed notes in CRM for further processing by other team members
Daily follow-up on outstanding new account and investment advisory items
Assist on special projects including generating regulatory and compliance reports: review research and update data
Assist team members with research and troubleshooting
Provide backup assistance to other team members as business needs dictate
Perform other tasks assigned by management
Related Qualities:
Our ideal candidate has the following qualities:
Enthusiasm for the finance industry and a willingness to learn
Strong communication skills and professionalism
Commitment to ongoing personal and professional development
Proactive and detail-oriented with the ability to take on responsibilities
Requirements:
Must be currently enrolled in college seeking a college degree in Business Administration and/or Finance and be available to commit 15-25 hours per week during the spring/fall semesters and 25-40 hours per week during the summer months.
Fall 2025 Investment Banking Intern - Cleveland
Investment Banker Job 13 miles from North Olmsted
Headquartered in the heartland, Copper Run is a different kind of investment bank. We focus exclusively on middle market transactions, providing buy-side and sell-side M&A advisory on deals between $10M and $250M. We pride ourselves on delivering Wall Street execution for our clients while remaining grounded in solid Midwestern values. Our clients include top-tier private equity firms, sponsor-backed companies, and middle market businesses.
We are currently accepting applications for our Fall 2025 internship positions at our Cleveland office. Individuals selected will gain hands-on experience with buy-side and sell-side engagements as part of a fast-paced team of dedicated investment banking professionals.
DUTIES & RESPONSIBILITIES
Your primary role is to support the deal team members in driving engagements
As a part of the deal team, you will conduct extensive market research to find acquisition targets or potential buyers that match the desired client profile
You will assemble marketing materials, draft confidential information memoranda, put together pitchbooks, spread financial statements, and work on valuations
Of exceptional value is the ability to sit in on calls, including intro calls, client update calls, and cold calls, to learn what to say, when to say it, and how to professionally connect with our clients and prospects
QUALIFICATIONS
College-level coursework in finance, accounting, economics, business administration, or other related field
Minimum GPA of 3.5
Previous work experience where you excelled in your duties (does not need to be industry-related)
Goal-oriented, self-motivated and works with a sense of urgency
Attention to detail
Strong organizational skills with the ability to multi-task and meet task deadlines
Excellent team player with effective oral and written communications skills
Connects quickly with others
Dedicated to learning; inquisitive
Fundamental understanding of financial statements a plus
Experience working with Excel, Word and PowerPoint required, with the ability to quickly learn company-specific software
BENEFITS OF A COPPER RUN INTERNSHIP
Investment banking experience with direct exposure working under an Analyst while actively engaged with the entire deal team
Friendly, energetic, casual-yet-professional work environment
Company-provided lunch daily
Hourly rate dependent upon experience and educational progress
High performing interns will be considered for an internship extension (part-time during the school year) and/or a full-time job offer upon graduation
EEO STATEMENT (Equal Employment Opportunity)
Copper Run is an equal employment opportunity employer. We welcome all applicants and evaluate each on the basis of job qualification. We do not consider race, color, religion, gender, sexual orientation, gender identity, pregnancy, national origin, ancestry, citizenship, age, disability, genetic information, marital status, status as a covered veteran, status as a victim of domestic violence, or any other legally protected status in accordance with applicable federal, state, and local laws. This policy shall apply to all phases of the employment relationship including hiring, upgrading, promoting, disciplining, transferring, reducing in force, terminating, and compensating personnel. Furthermore, CR will provide reasonable accommodation.
Summer 2026 Intern - Investment Banking
Investment Banker Job 13 miles from North Olmsted
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. 2026 Fifth Third Bank Investment Banking Summer Internship Fifth Third Bank's project-based Investment Banking Internship Program provides college students the opportunity to participate in a hands-on program supporting the Investment Banking team. This is a paid professional development opportunity where students will learn Fifth Third Bank's business practices, operations, and procedures, and build skills you need to assume a permanent role at a commercial banking institution.
This ten-week internship helps college students gain meaningful work experience and targeted educational opportunities to develop them as future organizational leaders and gain exposure to multiple business areas.
Students will acquire on-the-job skills and an understanding of the real-life work environment, while developing a professional network that includes some of the best talent in the industry.
You will be responsible and accountable for risk, encouraged to openly exchange ideas and opinions, elevate concerns, and follow policies and procedures to safeguard the company. Doing the right thing for customers and colleagues is key; you'll ensure their actions and behaviors drive a positive customer experience, achieving real results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
Fifth Third Securities Overview
Every company has different financial goals. Fifth Third Securities, a full-service firm within Capital Markets, offers a selection of investment banking services and capital markets solutions. Investment banking professionals guide clients to help determine the solutions that suit current and future needs.
We have 200 investment banking and capital markets professionals with key offices in Cincinnati, Cleveland, Dallas, Chicago, Atlanta and Charlotte, focused on middle-market to large multinational corporations; non-investment grade to investment grade credit profiles; private and public companies; and for-profit and nonprofit firms. We offer summer internships and full-time opportunities with a mentorship program.
What You'll Do
Students will perform a wide range of complex analytical, valuation and financial modeling analyses and assists in development of presentation materials to support the pitching and execution of investment banking transactions. Requires highly skilled quantitative, analytical and communication skills, along with the ability to work well under pressure and tight deadlines. Requires the ability to synthesize large amounts of information to help senior members of the deal team develop innovative client solutions. Ability to communicate effectively and proactively with members of the deal team and collaborate with partners throughout the bank critical to success.
During the internship, students will work on projects with their respective groups, receiving feedback and performance evaluations based on accuracy, completeness, and through meeting applicable deadlines. At the conclusion of the internship, interns will present their overall experience to the senior leadership team, including key concepts learned and an overview of each project.
Job Duties
* Develop the concepts of accounting, corporate finance and capital markets needed to support transactions
* Build detailed financial models to analyze performance and credit trends as well as structure financing for complex transactions including acquisitions, divestitures, and dividend recaps for public/private companies and financial sponsors
* Exhibit high attention to detail and discipline to check work to produce error free and properly formatted work on a consistent basis
* Exhibit strong work ethic and passion for excellence while conducting self in a professional manner
* Assist in preparation of high-quality presentation materials for use in client meetings and internal deal approvals covering topics such as strategic alternatives, capital markets activity and general corporate finance
* Gain exposure to the full spectrum of capital market solutions and how they apply to specific client situations and changing market conditions
* Assist in the origination and execution of investment banking deals including M&A advisory, debt and equity transactions
* Manage expectations while working on several high priority opportunities simultaneously with oversight from Associates and other senior bankers
* Ability to excel in both team and self-directing settings
* Communicate effectively with deal team members on status and prioritization of projects
* Develop good working relationships with peers and seniors in Capital Markets and the rest of the organization
Required Knowledge and Skills
* Pursuing Bachelor's degree with strong financial or business background
* Graduation date between December 2026 - May 2027
* Minimum 3.3 GPA required
* Excellent presentation skills, both oral and written
* Strong analytical skills and an interest in financial analysis, corporate finance and financial markets
* Good working knowledge of financial modeling and valuation
* Exceptional verbal and written communication skills.
* Ability to draw conclusions based on financial data.
* Strong presentation and organization skills.
* Process orientation and attention to detail
Job Location:
* Charlotte, NC
* Cleveland, OH
Candidates must be authorized to work in the U.S. without the need for employment-based immigration sponsorship now or in the future.
Compensation:
We offer a competitive base salary that is reflective of the range of salary levels for all roles within this pay grade across the US. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Summer 2026 Intern - Investment Banking
LOCATION -- Charlotte, North Carolina 28202
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Citizens Banker
Investment Banker Job 7 miles from North Olmsted
Salary Range: $24.50 - $26.47 / hour Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a "people person" who enjoys building positive relationships with customers, then this is the job for you!
Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
What you'll get
+ Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.
+ Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
+ Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
+ Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.
Required Qualifications
+ High School degree or GED required
+ 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
+ Ability to effectively ask questions and identify needs to improve the customer relationship
+ Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
+ Demonstrated skills in using digital technology to support the delivery of business goals
+ Aptitude to problem solve and provide solutions to customer issues
+ Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
+ Self-motivated, confident and ability to multitask effectively
+ Ability to work branch hours, which can include weekends and evenings
+ Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.
+ Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast.
Preferred skills/experience:
+ 1 year cash handling experience
Hours and Work Schedule
+ Hours per Week: 40
+ Work Schedule: Varies with branch needs and may include weekends and evenings
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens), provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability, or history or record of a disability, ethnicity, gender, gender identity or expression, transgendered and transitioning individuals, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities and shareholders.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
05/03/2025
Private Banker - Private Banking AKR
Investment Banker Job 46 miles from North Olmsted
In this position, individual will be responsible for providing full-service banking to high-net-worth individuals. ESSENTIAL FUNCTION Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Meets the credit and depository needs of high-net-worth customers.
Calls on current customers and prospects to develop new business by promoting bank services and products.
Cross-sells all other retail products as well as personal trust, investment management, investment products, financial and estate planning services.
Represents the bank in civic, community, and industry function to network and develop additional business.
Stays informed of current economic and market conditions and legislation that may affect customer relationships and department banking activities.
Assists less experienced staff with complex accounts and relationships (mentoring).
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
CERTIFCATIONS/LICENSING
Series 7 and 66 license is a plus.
INTERPERSONAL SKILLS
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
Strong relationship management and business development skills.
Excellent team player.
EMPLOYEE SKILLS
Working knowledge of commercial lending, consumer lending and retail services as it relates to loan policies, documentation, underwriting, and regulatory guidelines.
Working knowledge of account opening policies and procedures.
Understanding of regulatory guidelines.
Working knowledge of the loan application and loan approval process.
Working knowledge of credit analysis and lending functions.
Knowledge of financial ratios and business principles.
Knowledge of financial planning.
Familiarity with fiduciary principles and prudent investing concepts.
Basic knowledge of income, estate and gift tax principles.
COMPUTER SKILLS
Proficiency in Microsoft Office products including Word, Excel and Outlook.
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.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Private Client Banker - Lakewood - Lakewood, OH
Investment Banker Job 13 miles from North Olmsted
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Patient Financial Services Representative
Investment Banker Job 19 miles from North Olmsted
The purpose of this position is to bill and collect insurance accounts receivable for multi-payer sources. ESSENTIAL RESPONSIBILITIES: Prepares and sends claims monthly to payers for dialysis services rendered at our CDC clinics via an electronic billing system.
Analyzes Accounts Receivable to ensure timely payment is received for claims billed. This includes root cause analysis, contact with payers (via phone or paper/electronic status inquires), ensuring patient responsibility is properly and timely identified.
Follows and reports status of delinquent patient accounts to the Director of Patient Accounts and Chief Financial Officer
Works on various revenue collection projects/duties as assigned
EDUCATION, EXPERIENCE TRAINING AND LICENSES/REGISTRATIONS:
High school diploma required, some college accounting courses or other field related continuing education
Knowledge of electronic billing systems preferably Quadex is required.
At least 3 years' experience in a Healthcare Accounts Receivable setting is essential
Excellent customer service, interpersonal and communication skills required
Knowledge of medical billing/collection practices
Knowledge of business office procedures
Knowledge of basic medical coding and third-party operating procedures and practices
Ability to establish and maintain effective working relationships with patients, employees and the public
Citizens Banker
Investment Banker Job 7 miles from North Olmsted
Salary Range: $24.50 - $26.47 / hour Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a "people person" who enjoys building positive relationships with customers, then this is the job for you!
Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
What you'll get
* Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.
* Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
* Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
* Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.
Required Qualifications
* High School degree or GED required
* 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
* Ability to effectively ask questions and identify needs to improve the customer relationship
* Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
* Demonstrated skills in using digital technology to support the delivery of business goals
* Aptitude to problem solve and provide solutions to customer issues
* Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
* Self-motivated, confident and ability to multitask effectively
* Ability to work branch hours, which can include weekends and evenings
* Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.
* Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast.
Preferred skills/experience:
* 1 year cash handling experience
Hours and Work Schedule
* Hours per Week: 40
* Work Schedule: Varies with branch needs and may include weekends and evenings
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens), provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability, or history or record of a disability, ethnicity, gender, gender identity or expression, transgendered and transitioning individuals, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities and shareholders.
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Awards We've Received
Age-Friendly Institute's Certified Age-Friend Employer
Human Rights Campaign Corporate Equality Index 100 Award
Dave Thomas Foundation's Best Adoption-Friendly Workplace
Disability:IN Best Places to Work for People with Disabilities
Fair360 Top Regional Company
FORTUNE's World's Most Admired Companies
Military Friendly Employer
Private Client Banker - North Olmsted
Investment Banker Job In North Olmsted, OH
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Responsibilities
* Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
* Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products
* Consistently attains individual activity, behavior, and outcome expectations.
* Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts.
* Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients
* Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
* Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
* Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
* Support of branch operations including assisting with client transactions on the Teller line as needed.
* Participate in and occasionally facilitate morning huddles and end of day debriefs
* Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
* Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education Qualifications
* High School Diploma , GED, or equivalent experience (required) or
* Bachelor's Degree (preferred)
Experience Qualifications
* Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required)
* Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required)
* Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
* Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required)
* Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
* Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
* Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
Licenses and Certifications
* FINRA License S6 Upon Hire (required)
* FINRA License S63 Upon Hire (required)
* FINRA Security Industry Essentials (SIE) Upon Hire (required)
* Life and Health Insurance Licenses Upon Hire (required)
Tactical Skills
* Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions
* Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts
* Strong work ethic and high level of integrity
* Excellent Time management skills
Personal Skills
* Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions
* Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals
* Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process
* Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes
* Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity
Practical Skills
* Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes
* Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively
* Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures
* Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients
* Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement
Core Competencies
* All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
* Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.
Driving Requirements
* Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $25.00 to $32.00 per hour depending on location and job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 04/28/2025
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
Preferred Banker
Investment Banker Job 31 miles from North Olmsted
As a Preferred Banker, you are responsible for managing an assigned portfolio of high value consumer and business customers across multiple bank branches. Your success is driven by your high degree of proficiency in consumer and business deposit products, consumer/home lending, business lending, investments and credit management so that you may build consumer and business relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.
Duties & Responsibilities:
Proactively identifies opportunities to grow customer relationships through assigned customer portfolio, pre-set appointments, outside calling, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners
Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships. Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking)
Maintaining knowledge of all products, services, technology and policies to provide the best service to customers.
Demonstrating acumen in sales, customer service, relationship management, banking, investments, consumer lending, business banking, business lending, communication and presentation.
Adhering to all operational, security, risk and regulatory policies and procedures.
Other duties as assigned.
Basic Qualifications:
High School Diploma or GED and minimum of 2 years customer service and sales in banking, financial services or goal driven retail sales with an emphasis on investment or business lending and business sales experience.
FINRA Licenses (required): Candidate must have 3 of the following 5 licenses in an active status: Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; SIE - Securities Industry Essentials. If the candidate does not already have the required 5 licenses, but at least 3 of them, the candidate must acquire the remaining 2 within 120 days of hire date. Failure to acquire required licensure within the designated time period, will result in the colleague being ineligible to continue in the position.
Preferred Qualifications:
Bachelor's Degree and 2 years or more in customer service and sales in banking, financial services or goal driven retail sales with an emphasis on investment or business lending and business sales experience.
Ability to drive sales and manage a book of business.
Ability to build, deepen and retain relationships.
Demonstrates acumen in banking, investments, consumer lending, business banking, business lending, sales, customer service, and presentation skills.
Excellent verbal and written communication skills.
Comfort with technology such as mobile services and online banking services.
Knowledge of consumer and business deposit products.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
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.
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.
Personal Banker
Investment Banker Job In North Olmsted, OH
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Branch Banker, you will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in North Olmsted, Ohio at the North Olmsted 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.
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.
Middle Market Banker - Cleveland, OH
Investment Banker Job 13 miles from North Olmsted
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America) Please review the following job description:Identify, solicit, develop, manage, service, retain and grow long-term profitable middle market relationships in assigned region by offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective clients with $75MM to $500MM in annual sales. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - II) should be differentiated based on years of banking experience, portfolio size, and overall potential in the role per leadership discretion.ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and the Leadership Institute to consistently deliver a differentiated client experience in all client, prospect and center of influence (COI) interactions.
2. Develop and execute a marketing plan focused on winning new client relationships and expanding existing client relationships. Focus on driving continual improvement in portfolio revenue growth and new production revenue.
3. Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance with the Truist credit risk appetite.
4. Proactively contact clients to fully develop middle market banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions.
5. Champion non-credit financial services activity in the middle market segment, driving fee-based revenue opportunities, including specific efforts to serve the retail banking needs of our clients' owners/management/teammates (e.g. Private Wealth Management, Truist@Work Financial Wellness, Momentum on Up, etc).
6. Maintain proficiency and a high level of expertise in most aspects of finance; manage large and complex corporate relationships. Maintain extensive knowledge about complex credit products and structuring, including loan syndications, participations, and other capital markets solutions.
7. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or equivalent education and related training
2. Ten (10) or more years of experience in commercial banking
3. Strong interpersonal communications; can handle client relationships with borrowing clients with total debt of $10,000,000 or more
4. Highly skilled and proficient in most aspects of corporate finance, Capital Markets, Treasury, and other non-credit services
5. Ability to grasp complex credits clearly; is insightful in all aspects of finance
6. Excellent verbal and written communication skills
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Financial Services Lead Representative
Investment Banker Job 30 miles from North Olmsted
The Financial Services Lead Representative will be responsible for assisting the supervisor and other internal PSA processes such as responding to credit bureau disputes, completing credit limit increases, purchasing contracts, overflow calls for PSA/OPA & Collections, etc. The lead will possess a high level of integrity and have a positive attitude. This role will fill a multitude of administrative duties within the department that can change as business needs develop in the future.
This position is a permanent night shift 12:30pm-9pm EST.
**KEY RESPONSIBILITIES:**
+ Works on duties of a complex scope: Act as the go to person in charge when the supervisors are not available.
+ Maintain the highest standards of confidentiality.
+ Financial Services Administrative Functions including but not limited to Fraud, E-Oscar, credit limit increases,etc. (GOA to process APR overrides over 5% if approved by a supervisor, up to $5k grant of approval for creditincreases). Time off the phones will consist of fraud research and investigation (each could take 2-3 hrs up to 10a month) and credit bureau disputes via e-Oscar (average 500 monthly).
+ Financial Service in-bound overflow call volume PSA/OPA/Collections (not a full time phone rep, will assist withphone coverage on an as needed basis).
+ Purchase sales contracts on an overflow basis.
+ Back up for coordinating repossession of collateral and pricing
+ Assist associates with difficult calls and/or questions.
+ Work under minimal supervision
+ Dedicated Trainer for night shift including mentoring current associates.
+ Other Financial Services Business needs Responsibilities may change over time
**BUSINESS BACKGROUND:**
With more people on the planet, rapid urbanization, and increasing vehicle traffic on our roads, it's time to pave the way
for the evolution of transportation. Future cities are smarter cities, and they need infrastructure and tools for advanced
mobility, reliability, safety, efficiency, and quality of life. Vontier is ready to build that future.
We are a global company focused on transportation and mobility. Our portfolio includes industry-leading expertise in
smart cities, mobility infrastructure, retail and commercial fueling, fleet management, and vehicle maintenance and
repair. These innovative companies are leading the way to smarter transportation for a growing, connected world. Matco
Tools is a manufacturer and distributor of quality professional automotive equipment, tools and toolboxes. Our product
line now numbers more than 19,000 items. We also guarantee and service the equipment we sell.
Since 1979, the mission of Matco Tools has been to provide professional mechanics and auto enthusiasts with all the
premium tools, storage and equipment they need to get the job done, while also offering best-in-class service and
customer support. The company's network of nearly 1,800 premier independent mobile distributors is focused on
developing and maintaining trust-based relationships with its customers. Ranked among the top 50 in Entrepreneur
magazine's 2020 Franchise 500 , the company continues to expand throughout the United States and Canada, adding
several hundred mobile stores each year. Matco offers its franchise owners industry-leading training, on-going field
support, pre-identified customers, and in-house financing. Those thriving in an innovative, supportive, energized
organization where continuous learning is the norm will find themselves well rewarded. For additional information, please
visit *******************
**POSITION QUALIFICATIONS:**
+ Minimum 5+ Years experience in a call center or customer facing environment
+ Knowledge of financial applications and credit/collection laws
+ Strong communication / interpersonal skills
+ Ability to maintain positive interactions with coworkers and customers
+ Ability to multitask and prioritize
+ High School Diploma with relevant experience or associate degree
**WHO IS MATCO**
Matco Tools, a wholly owned subsidiary of Vontier Corporation, is a distributor of quality professional automotive equipment, tools, and toolboxes. Matco began operation in 1946 and, since 1979, has sold products directly to professional mechanics, enthusiasts, and those who value quality tools through a network of independent franchised mobile distributors who operate in all 50 states, Puerto Rico, and Canada. Products are also sold to central purchasing operations and other institutional customers through industrial sales representatives and via the internet. Matco is a franchising company, a distribution company, a financing company, a manufacturer of industry leading toolboxes, and a leading supplier of automotive technology solutions employing approximately 600 associates in the United States, Puerto Rico and Canada. For more information on Matco Tools, visit ****************** .
**BENEFITS**
Annual bonuses/incentives (depending on position)
Immediate company benefits (medical, dental, vision, life, etc.)
401k with company match
401k defined contribution after 1 year of service
High level of employee engagement
Walking path and gym equipment onsite
Food trucks on site during the summer
Dress for your day - every day casual/jeans
Employee discounts
15 days vacation + 4 floating holidays + 8 paid holidays
Paid maternity & paternity leave
Tuition reimbursement
Student loan payment assistance
Hybrid work environment (2 days remote)
Annual Day of Caring for employees to volunteer
Discounts on tools
Annual team building events
**WHO IS VONTIER**
Vontier (NYSE: VNT) is a global industrial technology company uniting productivity, automation and multi-energy technologies to meet the needs of a rapidly evolving, more connected mobility ecosystem. Leveraging leading market positions, decades of domain expertise and unparalleled portfolio breadth, Vontier enables the way the world moves - delivering smart, safe and sustainable solutions to our customers and the planet. Vontier has a culture of continuous improvement and innovation built upon the foundation of the Vontier Business System and embraced by colleagues worldwide. Additional information about Vontier is available on the Company's website at *************** .
At Vontier, we empower you to steer your career in the direction of success with a dynamic, innovative, and inclusive environment.
Our commitment to personal growth, work-life balance, and collaboration fuels a culture where your contributions drive meaningful change. We provide the roadmap for continuous learning, allowing creativity to flourish and ideas to accelerate into impactful solutions that contribute to a sustainable future.
Join our community of passionate people who work together to navigate challenges and seize opportunities. At Vontier, you are not on this journey alone-we are dedicated to equipping you with the tools and support needed to fuel your innovation, lead with impact, and thrive both personally and professionally.
Together, let's enable the way the world moves!
\#LI-CB2
"Vontier companies are equal employment employers and evaluate qualified applicants without regard to race, color, national origin, religion, ancestry, sex (including pregnancy, childbirth and related medical conditions), age, marital status, sexual orientation, gender identity or expression, and other characteristics protected by law."
Financial Services Lead Representative
Investment Banker Job 30 miles from North Olmsted
The Financial Services Lead Representative will be responsible for assisting the supervisor and other internal PSA processes such as responding to credit bureau disputes, completing credit limit increases, purchasing contracts, overflow calls for PSA/OPA & Collections, etc. The lead will possess a high level of integrity and have a positive attitude. This role will fill a multitude of administrative duties within the department that can change as business needs develop in the future.
This position is a permanent night shift 12:30pm-9pm EST.
KEY RESPONSIBILITIES:
* Works on duties of a complex scope: Act as the go to person in charge when the supervisors are not available.
* Maintain the highest standards of confidentiality.
* Financial Services Administrative Functions including but not limited to Fraud, E-Oscar, credit limit increases,
etc. (GOA to process APR overrides over 5% if approved by a supervisor, up to $5k grant of approval for credit
increases). Time off the phones will consist of fraud research and investigation (each could take 2-3 hrs up to 10
a month) and credit bureau disputes via e-Oscar (average 500 monthly).
* Financial Service in-bound overflow call volume PSA/OPA/Collections (not a full time phone rep, will assist with
phone coverage on an as needed basis).
* Purchase sales contracts on an overflow basis.
* Back up for coordinating repossession of collateral and pricing
* Assist associates with difficult calls and/or questions.
* Work under minimal supervision
* Dedicated Trainer for night shift including mentoring current associates.
* Other Financial Services Business needs Responsibilities may change over time
BUSINESS BACKGROUND:
With more people on the planet, rapid urbanization, and increasing vehicle traffic on our roads, it's time to pave the way
for the evolution of transportation. Future cities are smarter cities, and they need infrastructure and tools for advanced
mobility, reliability, safety, efficiency, and quality of life. Vontier is ready to build that future.
We are a global company focused on transportation and mobility. Our portfolio includes industry-leading expertise in
smart cities, mobility infrastructure, retail and commercial fueling, fleet management, and vehicle maintenance and
repair. These innovative companies are leading the way to smarter transportation for a growing, connected world. Matco
Tools is a manufacturer and distributor of quality professional automotive equipment, tools and toolboxes. Our product
line now numbers more than 19,000 items. We also guarantee and service the equipment we sell.
Since 1979, the mission of Matco Tools has been to provide professional mechanics and auto enthusiasts with all the
premium tools, storage and equipment they need to get the job done, while also offering best-in-class service and
customer support. The company's network of nearly 1,800 premier independent mobile distributors is focused on
developing and maintaining trust-based relationships with its customers. Ranked among the top 50 in Entrepreneur
magazine's 2020 Franchise 500, the company continues to expand throughout the United States and Canada, adding
several hundred mobile stores each year. Matco offers its franchise owners industry-leading training, on-going field
support, pre-identified customers, and in-house financing. Those thriving in an innovative, supportive, energized
organization where continuous learning is the norm will find themselves well rewarded. For additional information, please
visit *******************
POSITION QUALIFICATIONS:
* Minimum 5+ Years experience in a call center or customer facing environment
* Knowledge of financial applications and credit/collection laws
* Strong communication / interpersonal skills
* Ability to maintain positive interactions with coworkers and customers
* Ability to multitask and prioritize
* High School Diploma with relevant experience or associate degree
WHO IS MATCO
Matco Tools, a wholly owned subsidiary of Vontier Corporation, is a distributor of quality professional automotive equipment, tools, and toolboxes. Matco began operation in 1946 and, since 1979, has sold products directly to professional mechanics, enthusiasts, and those who value quality tools through a network of independent franchised mobile distributors who operate in all 50 states, Puerto Rico, and Canada. Products are also sold to central purchasing operations and other institutional customers through industrial sales representatives and via the internet. Matco is a franchising company, a distribution company, a financing company, a manufacturer of industry leading toolboxes, and a leading supplier of automotive technology solutions employing approximately 600 associates in the United States, Puerto Rico and Canada. For more information on Matco Tools, visit *******************
BENEFITS
Annual bonuses/incentives (depending on position)
Immediate company benefits (medical, dental, vision, life, etc.)
401k with company match
401k defined contribution after 1 year of service
High level of employee engagement
Walking path and gym equipment onsite
Food trucks on site during the summer
Dress for your day - every day casual/jeans
Employee discounts
15 days vacation + 4 floating holidays + 8 paid holidays
Paid maternity & paternity leave
Tuition reimbursement
Student loan payment assistance
Hybrid work environment (2 days remote)
Annual Day of Caring for employees to volunteer
Discounts on tools
Annual team building events
WHO IS VONTIER
Vontier (NYSE: VNT) is a global industrial technology company uniting productivity, automation and multi-energy technologies to meet the needs of a rapidly evolving, more connected mobility ecosystem. Leveraging leading market positions, decades of domain expertise and unparalleled portfolio breadth, Vontier enables the way the world moves - delivering smart, safe and sustainable solutions to our customers and the planet. Vontier has a culture of continuous improvement and innovation built upon the foundation of the Vontier Business System and embraced by colleagues worldwide. Additional information about Vontier is available on the Company's website at ****************
At Vontier, we empower you to steer your career in the direction of success with a dynamic, innovative, and inclusive environment.
Our commitment to personal growth, work-life balance, and collaboration fuels a culture where your contributions drive meaningful change. We provide the roadmap for continuous learning, allowing creativity to flourish and ideas to accelerate into impactful solutions that contribute to a sustainable future.
Join our community of passionate people who work together to navigate challenges and seize opportunities. At Vontier, you are not on this journey alone-we are dedicated to equipping you with the tools and support needed to fuel your innovation, lead with impact, and thrive both personally and professionally.
Together, let's enable the way the world moves!
#LI-CB2
"Vontier companies are equal employment employers and evaluate qualified applicants without regard to race, color, national origin, religion, ancestry, sex (including pregnancy, childbirth and related medical conditions), age, marital status, sexual orientation, gender identity or expression, and other characteristics protected by law."
Private Client Banker - Medina Buehlers - Medina, OH
Investment Banker Job 31 miles from North Olmsted
You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Personal Banker II, Maple
Investment Banker Job 13 miles from North Olmsted
The Personal Banker II plays a key role in providing exceptional customer service and building lasting relationships with clients. This position involves engaging in meaningful conversations to understand customer needs and recommending tailored banking
products and services, including checking and savings accounts, credit cards, loans, and digital banking solutions.
In addition to delivering personalized financial solutions, the Personal Banker II participates in a comprehensive retail training
program designed to develop the skills necessary for a consultative sales approach. This training ensures the ability to make
informed recommendations that enhance the customer experience and support their financial goals.
Education and Experience Requirements:
High school diploma/GED required.
College degree or a minimum of one year demonstrated ability to deliver outstanding customer service while achieving sales
goals is required.
Ability to travel as needed to training.
Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the
Currency.
Essential Functions:
Demonstrate a sales and service approach to building customer relationships by offering products and services according
to customer needs.
Develop new customer relationships by greeting customers in the branch, scheduling appointments with leads, and
conducting outbound calling efforts.
Perform teller transactions and other routine operational tasks, adhering to established branch operational processes and
procedures.
Maintain an acceptable balancing record while processing transactions in an accurate and efficient manner.
Arithmetic skills to count money accurately.
Computer literacy to access account information and process transactions.
Develop a thorough knowledge of Bank products and guidelines by attending the required classes.
Maintain a professional appearance and conduct yourself in a professional manner at all times.
Maintain the highest level of professional integrity and ethics.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by
understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by Dollar
Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of
all position descriptions.
Personal Banker - Southeast Region Float (Northeast OH Branches)
Investment Banker Job 13 miles from North Olmsted
At Third Federal, named for five years in a row as “One of the Best Companies to Work For" in America by Fortune magazine, we look for associates who can help us fulfill our mission to help customers achieve the American dream of home ownership and financial security and provide value to our customers and our communities. We take a genuine interest in each of our associates - from their professional development to their health and wellness. We offer a pleasant customer service oriented work environment, competitive salary, comprehensive benefits package and career growth opportunities.
At Third Federal, you will find strength and stability in your career. Nearly 15 percent of our associates have been with the company for 25 years or more and, in the more than 80 year history of our company, we have never had layoffs.
We are searching for a Personal Banker/Customer Service Representative III with a minimum of 2 years recent experience in retail branch banking working on the platform and in the teller window. The candidate will be proficient in running a teller window, opening depository accounts (checking, savings, certificate of deposit, IRA's) taking HELOC/HELOAN applications and resolving customer issues on the platform. Conventional First Mortgage application experience is a plus. The successful candidate will work in all areas of the branch and will work within our Southeast region that consists of two different branch locations (Strongsville and Brecksville). The home office for this position is our Brunswick Branch. The candidates must possess strong interpersonal skills, work well in a fast paced environment and thrive in a team based setting.
Requirements:
6 months of recent Retail Bank Teller experience.
2 years of recent experience working in a retail branch banking location on the platform with new account openings, Equity loan applications and resolving customer issues.
Outstanding customer service skills, including professional grammar and demeanor, as well as positive, proactive, and friendly interpersonal skills are required.
Successful candidates will work in all areas of the branch.
Conventional First Mortgage experience is a plus if you meet all other requirements.
High School graduate or equivalent.
Ability and willingness to work within a regional area of three branch locations rotating when and where needed.
To be considered, you must meet all of the basic requirements.
The home branch for this position is Brunswick : 3890 Center Rd., Brunswick, OH 44212
NOTE: The position requires recent Retail Branch Platform, Teller and Equity Loan and Equity Line applications experience.
Third Federal is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, ethnicity, sex, national origin, gender identification or sexual orientation, disability, protected veteran status or any other classification protected under law.