Trust Officer - Dayton Market
Identifying Information:
Department : Wealth Department
Reports To: Josh Shapiro, Senior Vice President & Director of Trust Services
Status: Full-time Salaried Exempt Officer
Location : LCNB Main Office, 2 N. Broadway St. Lebanon, OH 45036
Hours : Monday - Friday, 8 am - 5 pm
Compensation : Base salary, commission, and annual bonus
Position Purpose:
LCNB National Bank is seeking a Trust Officer to join our Wealth Department, supporting the Dayton, Ohio market. The Trust Officer will provide personalized, high-quality wealth management and fiduciary services to LCNB Wealth clients in the Dayton area. This individual will collaborate with internal teams and engage external partners to proactively develop, strengthen, and maintain client relationships, contributing to LCNB's overall growth in the Dayton market.
Essential Duties and Responsibilities:
Build meaningful relationships with clients by understanding their priorities and values, and educating them about Wealth Management strategies
Provide expert administration of assigned accounts including personal trusts, estates, managed agency accounts, and IRAs
Research and resolve complex Wealth Management issues, as needed
Collaborate with internal partners to maintain current knowledge of LCNB products and capabilities and to identify opportunities to broaden client relationships
Collaborate and cultivate relationships with internal and external centers of influence to expand and generate client relationships
Join professional organizations and attend associated networking and continuing education opportunities
Adhere to compliance requirements and risk management concepts, expectations, and policies and procedures
Become involved in the local community and surrounding areas
Required Competencies/Skills
5+ years of experience in Trust or Wealth Management related fields
5+ years in a client facing role
Minimum of a Bachelor's degree
Desired Competencies/Skills
Advanced degree or certification such as Juris Doctorate, CFP, CFA, CTFA
Customer focused with strong interpersonal skills
Ability to develop and cultivate new Wealth relationships
Analytical thinking with keen attention to detail
Demonstrated ability to work independently and collaboratively in a team environment
Excellent written and verbal communication skills
Empathetic and compassionate approach to client and team interactions
Proficient in Microsoft Office (basic to intermediate level)
Self-motivated and adaptable to change
Ability to tailor communication style to different audiences
Strong reasoning, problem-solving, and critical-thinking abilities
Highly observant with strong attention to detail
Working Conditions:
Ability to remain in a stationary position up to 75% of the time
Occasionally move/traverse to access files and equipment
Constantly operates a computer and other office equipment
Occasionally lift up to 10 lbs.
Partial remote work opportunity available
Compliance Statement:
The associate is responsible for meeting all compliance requirements imposed on LCNB National Bank by State and Federal law and regulations, as well as all related LCNB National Bank policies and procedures. Incumbent must be able to perform the essential functions of the position with or without reasonable accommodation. Equal Opportunity Employer/Disability/Veterans.
$53k-90k yearly est. Auto-Apply 60d+ ago
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Custodian
Lcnb Corp 3.8
Lcnb Corp job in Lebanon, OH
Identifying Information:
Department: Facilities
Reports to: Connie Griffin, Custodial Supervisor, & Mark Pennington, VP & Facilities Director
Status: Part-Time Hourly Non-Exempt
Hours: Monday -Friday 5:00-10:00 p.m.
Position Purpose:
LCNB National Bank is seeking a part-time Custodian to join our Facilities Department. This position is responsible for maintaining a clean, safe, and orderly environment across bank facilities as part of a team. This role ensures all areas, including offices, common spaces, and meeting rooms, are properly cleaned and maintained to support a healthy and professional workplace.
Essential Functions and Responsibilities:
Perform routine cleaning tasks such as sweeping, mopping, vacuuming, disinfecting, dusting, and sanitizing surfaces throughout bank facilities
Clean and restock restrooms, including replenishing supplies
Empty trash and recycling receptacles and ensure proper disposal
Monitor and report any maintenance or repair needs (e.g., plumbing, lighting, HVAC issues)
Ensure compliance with safety and sanitation standards
Additional duties as assigned
Qualifications/Education/Experience
High school diploma or GED equivalent (required)
Commercial cleaning experience (preferred)
Desired Competencies/Skills :
Prior custodial or janitorial experience (preferred)
Ability to operate cleaning equipment and use cleaning chemicals safely
Strong accuracy and attention to detail
Ability to work effectively as part of a team or independently
Effective time management and ability to manage multiple priorities
Service-focused mindset
Working Conditions:
Exposure to various cleaning chemicals *
Stand for extended periods and perform repetitive tasks
Frequent reaching and stooping; may occur throughout each shift
Ability to lift up to 75 pounds intermittently
Pushing manual machinery (up to 30 pounds)
This position requires working indoors and occasionally outdoors
Gloves and masks provided
*Material Safety Data Sheets available upon request
Compliance Statement:
The associate is responsible for meeting all compliance requirements imposed on LCNB National Bank by State and Federal law and regulations, as well as all related LCNB National Bank policies and procedures. Incumbent must be able to perform the essential functions of the position with or without reasonable accommodation. Equal Opportunity Employer/Disability/Veterans.
$27k-31k yearly est. Auto-Apply 36d ago
Finance Segment Region Liaison - Customer Solution Center
Huntington National Bank 4.4
Columbus, OH job
Partnering closely with Customer Solution Center or other region colleagues, the Finance Segment/Region Liaison is responsible for continuous improvement on financial focus and performance expectations in an effort to deliver enhanced earnings to the organization.
Duties & Responsibilities:
Provides advanced, short & long-term financial forecasting, budgeting, reporting and financial analysis support to identified region or business segment.
Lead project workflows on a regular basis.
Performs other duties as assigned, like supporting finance and corporate operations
Working in fast paced environment with tight deadlines, while building strong relationships with segments
Create and interpret variance analysis, forecasts, and budgets
Translate operational metrics into financial insights.
Monitor and analyze performance against plan; provide actionable insights
Support workforce planning with financial impact analysis.
Prepare monthly reporting packages and executive summaries.
Identify cost-saving opportunities and efficiency improvements.
Basic Qualifications:
Bachelor's degree
5 + years of financial analyst/analytics experience in Financial Services
Preferred Qualifications:
Strong proficiency in Excel and Power Point and Essbase
Strong quantitative and analytical skills with attention to detail.
Self-motivated, forward thinking individual with a strategic mind-set who can drive performance
Strong interpersonal skills, with the ability to communicate complex material concisely and effectively across all layers of the organization
Strong quantitative, analytical, critical thinking, and writing skills
Proficiency in Excel, PowerPoint, and Word
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply.
Essential Functions/Responsibilities
Lead financial modeling, valuation analyses, and transaction scenario planning.
Manage the preparation of confidential information memoranda (CIMs), buyer lists, and presentations.
Oversee analysts' work, ensuring accuracy and clarity in deliverables.
Coordinate due diligence processes with clients, buyers, and advisors.
Assist in negotiations by providing financial insights and transaction structures.
Build relationships with clients and support business development activities.
Provide mentorship and training to junior team members.
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
Bachelor's degree in Finance, Accounting, Economics, or related field.
4-6 years of relevant experience
Advanced proficiency in corporate finance, investment banking practices, and valuation.
Strong project management skills with ability to manage multiple workstreams.
Effective client-facing communication and presentation skills.
Ability to synthesize financial and market data into actionable recommendations.
Preferred Knowledge and Skills
Series 79 and 63 licenses
Level of Complexity and Scope
Manages execution of client projects with moderate independence.
Acts as a bridge between analysts and senior consultants/partners.
Degree of Independence and Decision-Making
Provides recommendations on transaction structures and strategies.
Exercises judgment in managing client deliverables and workflow.
Required Supervisory Responsibilities
Mentorship of analysts
Physical Requirements
Prolonged periods of sitting at a desk and working on a computer.
Occasional travel to client sites.
Compliance Statement
The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.
Development and Training
Benefits
We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.
Incentive Eligibility
All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.
It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.
We are an E-Verify Employer.
$86k-117k yearly est. Auto-Apply 60d+ ago
Treasury Management Advisor II
First Financial Bancorp 4.2
Canton, OH job
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply.
The Treasury Management Advisor II is a financial professional that specializes in providing guidance and support to clients in managing their treasury operations. The incumbent will work closely with businesses and organizations to optimize their cash flow, liquidity, and risk management strategies. Responsibilities include analyzing financial data, developing cash management solutions, recommending investment strategies, and ensuring compliance with regulatory requirements. This role requires strong analytical skills, knowledge of financial markets, and the ability to build and maintain client relationships.
Essential Functions/Responsibilities
Develop new client relationships by both Bank Partner introductions and directly self-sourced.
Generate organic growth in both deposits and fee income through thoughtful solutions minded direction to achieve stated annual goals.
Review, service and maintain client portfolio including Working Capital Analysis of client relationships along with other internal stakeholders.
Review Portfolio profitability; manage all exception pricing and account structure to minimize Bank's non-standard adjustments.
Complete Risk Management reviews for ACH, Credit Card, and RDC Services.
Introduce customers to other service related lines of business.
Attend all Bank sourced training and instruction sessions as applicable to Treasury Management.
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
3 years of banking experience.
Bachelor's Degree or equivalent combination of education and experience.
Preferred Knowledge and Skills
Level of Complexity and Scope
Performs work that requires analysis of complex information to devise client delivery solutions.
Degree of Independence and Decision-Making
Regularly uses evaluation, judgement, and interpretation to select the right course of action within established guidelines.
Works with limited supervision and has work reviewed when necessary.
Required Supervisory Responsibilities
No direct supervisory responsibilities
May help guide/mentor lower level Treasury Management Advisors
Physical Requirements
Frequently lifts and carries up to 10 lbs.
Frequently sits, stands, walks and drives.
Ability to regularly travel within assigned market to meet with clients and internal partners
Ability to travel outside of market as needed
Compliance Statement
The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.
Development and Training
Pay Range:
$74,000/annual to $98,000/annual
Benefits
We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.
Incentive Eligibility
All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.
It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.
We are an E-Verify Employer.
$74k-98k yearly Auto-Apply 60d+ ago
Treasury Management Svcs Specialist 3
Huntington Bancshares Inc. 4.4
Remote or Columbus, OH job
This Treasury Management Services Specialist 3 position in the ACH Department will assist with various functions that occur with day to day ACH processing. ACH processing is an electronic method for transferring credits and debits between financial institutions.
Work hours for this position are Monday-Friday from 10:00am- 6:30pm EST.
Duties & Responsibilities:
* Assist with processing inbound and outbound files meeting all established Federal Reserve deadlines. Meets Service Level Agreements for fraud, release date funding's, resets, risk, rejects, answering customer calls, research, GL entries, and inputs of ACH setup and maintenance in the PEP+ system.
* Fully cross trained and perform all department functions consistently meeting or exceeding established level of service level agreements and department standards for individual productivity and accuracy.
* Knowledge of ACH processing, understand NACHA rules to perform research function.
* Perform Quality Review on completed work.
* Ability to recognize and quickly fill production gaps as needed with minimal supervision.
* Ability to increase personal productivity levels as needed to meet the department processing deadlines.
* Communicates with internal colleagues and external customers via email or phone and written correspondence; exchange information and resolve ACH research issues by researching solutions and identifying the best plan of action. Manage changing priorities with ease and remain poised and professional when facing resistance or challenge.
* Provide excellent customer service.
* Adheres to Bank Policy and Procedures.
* Complies with Regulatory Requirements.
* Follows effective controls and processes to ensure risks are measured, monitored, and controlled.
* Ability to follow processes.
* Performs other duties as assigned.
Basic Qualifications:
* High School diploma
* 3+ years of experience in banking/financial services
Preferred Qualifications:
* Financial Institution related experience preferred.
* High degree of individual initiative and ability to work both independently and as a member of a team on multiple tasks and meet fast paced required deadlines.
* Excellent organization and prioritization skills with the ability to independently refocus based on changing workload.
* Experience working with other departments to quickly resolve outstanding items.
* Detail Oriented.
* Excellent written, verbal, and listening communication skills.
* MS Office Suite products (Excel, Word, Access), PEP+, TMIS, Passport, and Monarch experience preferred.
#LI-Hybrid
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.
$66k-84k yearly est. Auto-Apply 60d+ ago
City Experience Manager, San Francisco - Velocity Black (Remote)
Capital One 4.7
Remote or Columbus, OH job
Velocity Black, a Capital One company, harnesses the power of technology, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives. From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts, our concierge team is available 24/7/365 via our proprietary app to support our customers and fulfill their requests. It's concierge, reimagined for the digital age.
What unites us are the values we share: the relentless pursuit and celebration of excellence, actualizing the full potential of our lives, and impacting the world in a positive way.
Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for.
**What You'll do:**
+ You will be responsible for the delivery of our promise to our members in San Francisco - 'localizing the core DNA of Velocity Black'.
+ Leveraging the global reach, resources and brand of Velocity Black with granular local expertise and up to the minute knowledge of the best San Francisco has to offer in order to develop the local member community.
+ Growing the community of high performance, HNW members in San Francisco
+ Managing the P&L for your city, ensuring it is utilized with the highest ROI with regard to maximizing the relevant KPIs.
+ Owning the Content & Engagement strategy for your city's member cohort.
+ Overseeing the conceiving of and execution of regular member events at inspired locations in your city.
+ You will work closely with our Membership, CRM, and Operations teams to ensure frictionless integration of city-level and corporate-level operations.
+ You will be responsible for the upholding of our Velocity culture throughout your teams - focused around high performance and exceeding customer expectations.
+ Our cultural pillars of Adaptability, Initiative, Yes First, Resilience and Ownership should be conspicuous in everything your team does.
+ You will need to be extremely organized, and able to move seamlessly from assisting a team member with a challenging customer situation, to assessing priorities and progress from strategic altitude.
**Basic Qualifications:** ** **
+ High School Diploma, GED, or Equivalent Certification
+ At least 5 years experience in the hospitality industry in San Francisco, CA
**Preferred Qualifications:**
+ Strong relationship building skills, customer focus and ability to collaborate
+ Strong interest and knowledge of the hospitality market and industry
+ Ability to work quickly and efficiently under pressure
**At this time, Capital One will not sponsor a new applicant for employment authorization for this position.**
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $122,100 - $139,400 for Manager, Concierge Specialist
Richmond, VA: $122,100 - $139,400 for Manager, Concierge Specialist
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$122.1k-139.4k yearly 60d+ ago
Relationship Banker
Lcnb Corp 3.8
Lcnb Corp job in Monroe, OH
Identifying Information:
Department: Branch Operations
Reports To: Teresa McCurley, Branch Officer
Status: Part-Time Hourly Non-Exempt
Bank Operation Hours: Monday - Friday 8:15am-5:15pm
Position Purpose: LCNB National Bank is seeking a Part-time Relationship Banker to join our Monroe branch operations team. This position provides superior quality service to our customers. They assist customers by accurately and efficiently processing transactions, such as deposits, withdrawals, or payments, resolving complaints or account discrepancies, and answering questions. A Relationship Banker is responsible for promoting and recommending the bank's products and services to help meet our customers' financial goals.
Essential Functions and Responsibilities
Maintaining and balancing cash drawer
Ensure compliance with all internal controls and established policies and procedures
Promote and advise on the bank's products and services
Keeping customers' personal information confidential
Identify referral opportunities and make relevant referrals
Communicating with other team members and other areas of the bank
Assist with the daily operations of the branch
Answer customer calls and enter information accurately and efficiently into database
Comprehend, retain and apply information as necessary to perform duties and responsibilities effectively
Additional duties as assigned
Skills/Competencies
Professionalism
Strong basic computer skills
Strong written and verbal communications skills
Cash handling
Accuracy and attention to detail
Customer-focused
Team player
Ability to think, reason and communicate clearly
Ability to observe and identify details at close range
Education/Experience
High School Diploma or GED equivalent (required)
Customer service experience (preferred)
Cash handling experience (preferred)
Working Conditions
Must be able to remain in a stationary position 50% of the time
Occasionally move/traverse to access files and equipment
Constantly operates a computer and other office equipment
Occasionally moves coin bags weighing up to 50 lbs.
Occasionally will need to travel up to a 30-mile radius
Compliance Statement:
The associate is responsible for meeting all compliance requirements imposed on LCNB National Bank by State and Federal law and regulations, as well as all related LCNB National Bank policies and procedures. Incumbent must be able to perform the essential functions of the position with or without reasonable accommodation. Equal Opportunity Employer/Disability/Veterans.
$23k-27k yearly est. Auto-Apply 42d ago
Business Specialist II (Milford)
First Financial Bancorp 4.2
Milford, OH job
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply.
Develops and maintains profitable small business banking relationships within the Consumer Bank by focusing on the holistic and long-term needs of business owners and their business. As a specialist and trusted advisor, responsibilities include identifying needs, recommending deposit, treasury, loan products, negotiating deposit and loan terms, coordinating loan approvals and closings, opening and managing deposit accounts, and referring clients to key partners within the company. In addition, the Business Specialist is tasked with developing core client relationships with existing clients and finding new opportunities for First Financial in the small business segment. Business Specialists manage an existing portfolio of clients, seeks opportunities to work with employees of clients, introduces client to partners as needed, and prospects for new clients through networking and external calling efforts with internal and external partners. Provide training, coaching, and guidance to assigned districts and banking centers to promote the development and growth in the small business segment.less than br>As part of the Consumer Bank, the Small Business Segment team is responsible for developing, defining, and executing the strategy that positions First Financial as ‘The' community bank for small business owners, their families, and employees. Responsible for attracting, retaining, and growing core client relationships by fostering a trusted business advisor relationship that leverages all that First Financial has to offer business clients.less than br>The Small Business Segment, Business Specialist I, reports into the Retail Bank and serves in multiple capacities. This individual contributor will work in a designated banking center, district and region, and will be held accountable for the following: less than br>Responsible for executing against and achieving the stated goals and objectives of the retail bank and consumer bank strategy, the Business Specialist will proactively engage in and pursue activities that support this effort, working directly with retail teams, district and region leadership, other segment specialists and advisors, and external partners.
Essential Functions/Responsibilities
Partner with Retail Banking leadership and Business Program Manager to execute against consumer bank strategies and objectives to attract, retain and grow core small business segment relationships, fulfill client's financial needs and provide a fIRST Class Client Experience.
Develops and implements strategies/plans to engage districts and markets, establishes behaviors and routines to achieve success in the small business segment, achieving established individual production and growth goals, district and region goals and objectives.
Responsibility to manage, deepen and grow client relationships with a primary focus on business relationships with credit and deposit exposure assigned to the small business segment.
Initiate and maintain client and prospect contact through timely and relevant contact strategy, including but not limited to client interaction in the banking center, telemarketing, digital and/or participating in various activities and events outside of normal working hours.
Establishes personal sales plans/strategies for assigned districts and region to achieve success in the small business space, leveraging and following up on leads and campaigns to deepen and win new core small business relationships, anchored with a small business checking account.
Coordinates new loan origination requests, conducts loan closings, opens new Small Business Banking deposit account relationships, and takes on a holistic approach when discussing client needs by referring other Bank products and services as necessary throughout the bank.
Supports Business Program Manager and Retail Leadership by consulting with other Small Business Bankers and Banking Center teams on challenging/complex situations with small business clients and working to identify new introductions and opportunities.
Serves as a liaison and knowledge resource for financial center teams and associates with respect to small business products, services, promotions, program enhancement, etc. that impacts how we succeed in the small business segment.
Assists program manager with providing leadership, feedback and guidance within the small business segment that leads to improving the program and long-term success in the small business segment within the assigned districts and region.
Participates bank marketing and sales promotions focused on the small business segment, especially within the district and assigned region; contributes to initiatives and programs designed to promote organization's strategic priorities.
Complies with all bank, loan and regulatory guidelines and policies, maintaining operational excellence with loans and deposits within the portfolio.
Identify and develop the small business client segment book of business; provide in-market support and involvement in fostering client relationships and uncovering opportunities.
Function as client's personal trusted advisor by adding value and building deep client relationships by utilizing the First Client Conversation Model.
Participate and lead in the First Financial Bank Experience by being active in site center huddles, district and region meetings to support sales and service activities across the markets they serve.
Consistently meet or exceed sales and referral goals as set by management, by effectively collaborating with lines of business in an effort to assist clients meet their dedicated financial needs.
Provide coaching and feedback to the financial center teams in the referral and sales activities with a specific focus on the small business client segment.
Hold periodic meetings with district and market leadership, as well as regional presidents and key stakeholders supporting the region and program, to align all resources around our plan and to prioritize actions.
Create powerful strategic partnerships with internal and external partners to establish priorities and identify needs in the small business space within the communities we serve. Build relationships that will allow us to create opportunities for FFB to partner with organizations in the community to create plans, strategies, and tactics that serve the small businesses and owners.
Leverage connections within the communities assigned to actively market campaigns, promotions, and products that are applicable to small businesses and their owners/employees.
Accountable for performance of the district and region from a small business development perspective, and leadership of the local teams. This is accomplished through on-going coaching, development and performance management, development planning, on-going performance feedback and coaching on results.
Be knowledgeable and proactive with assisting clients seeking an SBA loan with First Financial. Lead the process with clients, partnering with the SBA team and processors to properly service and work the SBA claims. Be involved with ensuring proper policies, procedures, servicing activities, and internal controls are being performed to the satisfaction of the SBA, as well as Risk Management.
Time spent in activities will fluctuate as needed to support the achievement of the customer segment goals and objectives
This role is also responsible for the adherence to all compliance and regulatory procedures. Including, but not limited to: BSA, Check 21, CIP, CRA, HMDA, Reg B, Reg D, Reg E, Reg CC, Truth in Savings, Privacy Compliance and the Patriot ActPartner with Retail Banking leadership and Business Program Manager to execute against consumer bank strategies and objectives to attract, retain and grow core small business segment relationships, fulfill client's financial needs and provide a fIRST Class Client Experience.
Develops and implements strategies/plans to engage districts and markets, establishes behaviors and routines to achieve success in the small business segment, achieving established individual production and growth goals, district and region goals and objectives.
Responsibility to manage, deepen and grow client relationships with a primary focus on business relationships with credit and deposit exposure assigned to the small business segment.
Initiate and maintain client and prospect contact through timely and relevant contact strategy, including but not limited to client interaction in the banking center, telemarketing, digital and/or participating in various activities and events outside of normal working hours.
Establishes personal sales plans/strategies for assigned districts and region to achieve success in the small business space, leveraging and following up on leads and campaigns to deepen and win new core small business relationships, anchored with a small business checking account.
Coordinates new loan origination requests, conducts loan closings, opens new Small Business Banking deposit account relationships, and takes on a holistic approach when discussing client needs by referring other Bank products and services as necessary throughout the bank.
Supports Business Program Manager and Retail Leadership by consulting with other Small Business Bankers and Banking Center teams on challenging/complex situations with small business clients and working to identify new introductions and opportunities.
Serves as a liaison and knowledge resource for financial center teams and associates with respect to small business products, services, promotions, program enhancement, etc. that impacts how we succeed in the small business segment.
Assists program manager with providing leadership, feedback and guidance within the small business segment that leads to improving the program and long-term success in the small business segment within the assigned districts and region.
Participates bank marketing and sales promotions focused on the small business segment, especially within the district and assigned region; contributes to initiatives and programs designed to promote organization's strategic priorities.
Complies with all bank, loan and regulatory guidelines and policies, maintaining operational excellence with loans and deposits within the portfolio.
Identify and develop the small business client segment book of business; provide in-market support and involvement in fostering client relationships and uncovering opportunities.
Function as client's personal trusted advisor by adding value and building deep client relationships by utilizing the First Client Conversation Model.
Participate and lead in the First Financial Bank Experience by being active in site center huddles, district and region meetings to support sales and service activities across the markets they serve.
Consistently meet or exceed sales and referral goals as set by management, by effectively collaborating with lines of business in an effort to assist clients meet their dedicated financial needs.
Provide coaching and feedback to the financial center teams in the referral and sales activities with a specific focus on the small business client segment.
Hold periodic meetings with district and market leadership, as well as regional presidents and key stakeholders supporting the region and program, to align all resources around our plan and to prioritize actions.
Create powerful strategic partnerships with internal and external partners to establish priorities and identify needs in the small business space within the communities we serve. Build relationships that will allow us to create opportunities for FFB to partner with organizations in the community to create plans, strategies, and tactics that serve the small businesses and owners.
Leverage connections within the communities assigned to actively market campaigns, promotions, and products that are applicable to small businesses and their owners/employees.
Accountable for performance of the district and region from a small business development perspective, and leadership of the local teams. This is accomplished through on-going coaching, development and performance management, development planning, on-going performance feedback and coaching on results.
Be knowledgeable and proactive with assisting clients seeking an SBA loan with First Financial. Lead the process with clients, partnering with the SBA team and processors to properly service and work the SBA claims. Be involved with ensuring proper policies, procedures, servicing activities, and internal controls are being performed to the satisfaction of the SBA, as well as Risk Management.
Time spent in activities will fluctuate as needed to support the achievement of the customer segment goals and objectives
This role is also responsible for the adherence to all compliance and regulatory procedures. Including, but not limited to: BSA, Check 21, CIP, CRA, HMDA, Reg B, Reg D, Reg E, Reg CC, Truth in Savings, Privacy Compliance and the Patriot Act
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
5-7 years client experience in Retail Banking and/or in the financial services industry with experience working with business owners.
5-7 years sales and service experience with previous success in achieving sales and service goals in retail environment or in a retail or business banking role within First Financial.
Bachelor's Degree or equivalent experience combination of education and work experience in sales preferred.
Familiarity with consumer and small business credit
Demonstrated success with consultative, needs-based selling
Experience working with senior levels of organizations with strategic planning and execution.
Excellent interpersonal, verbal and written communication, organizational, managerial and project management skills.
Well-developed customer relations skills; ability to influence without authority
Ability to manage multiple tasks/projects and deadlines simultaneously.
The ability to work well independently with limited direct supervision.
Strong product knowledge related to consumer and commercial deposits, investments, consumer loans, business loans and treasury management.
Demonstrated ability to work both independently and as part of a team.
Preferred Knowledge and Skills
Level of Complexity and Scope
Degree of Independence and Decision-Making
Required Supervisory Responsibilities
Physical Requirements
Compliance Statement
The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.
Development and Training
Pay Scale
$74,000/yr - $98,000/yr
Benefits
We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.
Incentive Eligibility
All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.
It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.
We are an E-Verify Employer.
$74k-98k yearly Auto-Apply 53d ago
Office Manager
The Community Bank 4.2
Zanesville, OH job
Leads, coaches, and inspires a great banking office team. Oversees all functions of the banking office while supervising the work of others. Serves as a financial advisor providing financial solutions to customers and establishes, maintains, and grows consumer and business relationships.
Essential Duties and Responsibilities: include the following. Other duties may be assigned.
Responsible for all office employees, sales, and operations.
Assists customers and makes them feel welcome.
Answers phone and assists customers with transfers and routes calls as necessary.
Manages and resolves complex customer complaints.
Maintains and develops positive relationships with existing and prospective clients, demonstrating excellent customer service and setting an example for other staff.
Makes sales calls for banking office growth and development.
Attends outside meetings of local groups for the purpose of business development.
Make internal and external financial presentations as appropriate.
Directly responsible for ensuring goals are maintained for production performance.
Serves as Company representative to various community groups and organizations.
Participates in community involvement activities outside of the Bank.
Has the ability and knowledge to perform all functions as a Customer Service Representative. (See Customer Service Representative ).
Has the ability and knowledge to perform all functions as Universal Banker (See Universal Banker job description).
Remains knowledgeable of Bank's products and services and explains to customers and prospects accurately.
Explains, promotes, and refers to our Community Financial Advisors, Financial Services Officer, Mortgage and Commercial Lenders.
Opens new deposit accounts, including checking, savings, and CD/IRA's.
Performs maintenance on deposit accounts, including checking, savings, and CD/IRA's.
Cross-sells other Company products and services to deposit and loan customer.
Assists customers with wire transfer requests adhering to the Wire Transfer Procedures.
Actively works to resolve deposit and loan exceptions.
Oversees monthly team meetings to ensure that goals, objectives, changes, and updates are clearly communicated with banking office staff.
Oversees office scheduling. Focusing on avoiding unnecessary overtime, providing a fair and consistent schedule based on the needs of the office.
Reviews, approves, and submits monthly Banking Office incentive.
Oversees the office team with disaster recovery, emergencies, procedures, and execution of such when required.
Communicates regularly with Universal Banker and CSR II Supervisor on successes, issues, concerns, ideas, and recommendations. Review achievements and discuss required changes in goals or objectives resulting from current status and conditions.
Oversees the management of the NSF report and that contact is being made for collection.
Manages customer lending requests; works with appropriate departments to meet customer needs.
Provides information to potential as well as existing customers regarding rates, terms, and payments.
Reviews loan requests in a thorough and timely manner and presents recommendations for approval or denial of requests in a format consistent with Company policy and regulatory guidelines.
Prepares appropriate loan underwriting, appropriate loan documents and verifies completeness of data for all required loans.
Prepares and closes new loan accounts, including installment loans, HELOC loans and provides mortgage loan referral packets.
Notifies customers by mail, email, telephone or in person of acceptance or rejection of application.
Ensures timely flow of loan packages from application to closing and submits loan packet to proper internal departments.
Manages office loan portfolio credit quality and maintains low delinquency consistent with Company guidelines by assisting in making collection calls on office delinquent accounts and sending out past due letters.
May assist with Indirect Loan Team
Attends various internal management, loan, and operational meetings.
Represents Bank in a positive manner in all relevant market areas.
Complete continuing education for insurance (if applicable).
Attends training as needed or assigned.
Follows, supports, and enforces Company policies and procedures.
Positively represents the Company's culture and values.
Achieves annual goals as assigned.
Completes annual required regulatory training curriculums as assigned.
Supervisory Responsibilities
Manages CSR III Supervisor and Universal Bankers. Is responsible for the overall direction, coordination, and evaluation of this unit. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
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.
Education, Training and/or Experience
Bachelor's degree (B. A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.
Language Skills
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Mathematical Skills
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
Reasoning Ability
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Certifications, Licenses, Registrations
Ohio NMLS License
Valid Drivers License
Licensed Notary Public - Ohio (recommended)
Ohio Limited Lines Insurance License
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
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.
The noise level in the work environment is usually moderate.
$42k-53k yearly est. 3d ago
Commercial Relationship Manager
LCNB National Bank 3.8
LCNB National Bank job in Centerville, OH
Identifying Information: Department: Commercial Lending Reports To: Tyler Tepe, Vice President Commercial Sales Manager Status: Full-Time Salaried Exempt LCNB National Bank is seeking a Commercial Relationship Manager to join our Commercial Lending Team supporting the Dayton, Ohio market. This position is responsible for developing new Commercial & Industrial (C&I) and Commercial Real Estate (CRE) business, structuring and closing of loans, as well as maintaining and servicing a commercial loan portfolio. Additionally, the Commercial Relationship Manager will sell deposit and treasury management products to new and existing business clients and is responsible for introducing and referring new and existing clients to the LCNB Wealth Department and the retail banking staff for consumer products, DDA, mortgages, and HELOC's.
Essential Duties and Responsibilities:
* Solicits C&I and CRE applicants from various sources, interviews applicants to determine loan requirements and gather pertinent information for loan applications.
* Analyzes applicant's financial status, credit, and asset evaluation to determine feasibility of loan request and to look for cross-selling opportunities.
* Resolves uncertainties relating to customer application information through inquiries with applicants and in partnership with the credit analyst team.
* Structure loans within loan policy. Recommends approval of loan opportunities to the Commercial Sales Manager and to designated loan personnel per loan policy.
* Prepares financing proposals consistent with approval for presentation to the applicant.
* Reviews loan documentation prior to closing for completeness and acceptance by the applicant.
* Ensures timely loan closing and funding activities.
* Maintains a positive working relationship with customers, bank staff, local professionals, centers of influence, and community organizations.
* Participate in community and professional organizations and events.
* Manages commercial loan portfolio including renewals, modifications, updated credit analysis, collections, and portfolio monitoring.
* Uses experience and sound judgment to plan and accomplish goals.
* Additional duties as assigned.
Required Qualifications/Education/Experience:
* 5+ years of experience in Commercial Lending, with a preference for existing experience within service area. Credit training.
* Bachelor's Degree in business administration or related area.
* Ability to generate $8-12 million in new loan growth.
Desired Competencies/Skills:
* Ability to exercise good judgment in establishing and maintaining working relationships, solve problems, and be able to deliver a high level of accuracy, focus and timeliness with limited supervision.
* Strong written and verbal communication skills.
* Strong computer skills (Loan Operating Systems, Adobe, Microsoft Windows Office Products, etc.).
* Ability to read, analyze, and interpret policies, contracts, credit and financial documents as well as other legal documents as needed.
* Ability to present, sell and service bank products as well as demonstrate professional knowledge of commercial lending.
* Strong analytical and mathematical capabilities as well as an understanding of credit underwriting and loan documentation.
Working Conditions:
* Ability to work outside the office 50% + of the time
* Ability to travel to and from bank offices and third-party locations
* Occasionally move/traverse to access files and equipment
* Constantly operates a computer and other office equipment
Compliance Statement:
The associate is responsible for meeting all compliance requirements imposed on LCNB National Bank by State and Federal law and regulations, as well as all related LCNB National Bank policies and procedures. Incumbent must be able to perform the essential functions of the position with or without reasonable accommodation. Equal Opportunity Employer/Disability/Veterans.
$62k-97k yearly est. 10d ago
Mortgage Loan Officer - Cincinnati Market
Lcnb Corp 3.8
Lcnb Corp job in Olde West Chester, OH
Mortgage Loan Officer - Market (LOM)
Identifying Information:
Department: Mortgage Loan
Reports To: Gary Kohls, Vice President, Mortgage Sales Manager
Location: West Chester / Liberty Township - Cincinnati, Ohio Market - Hotel office in Retail Banking Centers; may work remotely on occasion
Status: Full-Time Salaried Non-Exempt
Hours: 40-hour work week; schedule as determined by Mortgage Loan Officer and production target
Compensation: Base salary and incentive compensation plan
Position Purpose:
LCNB National Bank is seeking a Mortgage Loan Officer within our Cincinnati Market. This position is responsible for originating real estate mortgage loans in accordance with LCNB National Bank product guidelines, and processing loans in accordance with LCNB National Bank processes up to delivery to an inside processor. The Mortgage Loan Officer's primary responsibility is to grow mortgage production outside of the branches by developing business relationships with realtors, builders and other professionals and sourcing mortgage leads from these business relationships, including any existing “book” of business the Mortgage Loan Officer may have acquired over his/her career. The Cincinnati Market Mortgage Loan Officer should continue to build this network of referrals as a continuing source of new business. As they are not assigned a Retail Banking Center, there is no defined territory. The Mortgage Loan Officer is expected to collect and review all needed supporting loan documentation and maintain a minimum standard of production and quality. The Cincinnati Market Mortgage Loan Officer is expected to comply with all consumer and real estate lending laws and requirements.
Essential Functions and Responsibilities:
Solicit residential mortgages from various sources
Develop and build relationships with realtors, builders, financial professionals, bank stores, past customers and other non-traditional sources
Produce high quality loans which are compliant and provide excellent customer service
Develop and maintain a high degree of visibility for mortgage originations, sales and business development
Understand and market LCNB National Bank mortgage loan products, stay informed of mortgage industry trends and developments in the assigned market
Understand real estate appraisals, title reports and real estate transactions
Review and analyze financial and credit data
Meet with applicants to answer questions and obtain information for mortgage loan applications
Collect and upload loan documentation and financial information into the loan operating system
Effectively learn and operate LCNB's loan origination system
Effectively communicate with processing and underwriting support staff
Maintain a high level of customer satisfaction and effectively resolve issues
Maintain open and effective communication channels with customers, realtors and other referral sources
Attend loan closings, sales and officer meetings
Required Qualification:
2+ years of experience originating FHA, VA, USDA and conventional loans
High School diploma or GED equivalent
Desired Qualifications:
Existing pipeline and book of business of local referral sources
Existing mortgage sales of 600,000 per month
Experience in federal and state mortgage lending statutes, compliance, and regulatory requirements
Knowledge & understanding of mortgage underwriting criteria and residential lending concepts and principles
Experience in personal financial analysis and tax return analysis
Ability to think, reason and communicate clearly
The ability to observe and identify details at close range
NMLS (Obtained or transferred within 30 days of hire)
Strong computer skills and working knowledge of Microsoft Office Suite
Knowledge & understanding of credit, underwriting, credit policy and financial statement analysis
Knowledge of Desktop Originator (DO) and Loan Prospector (LP)
Ability to thrive in a high volume, fast-paced environment
Strong organizational and time management skills with accuracy and attention to detail
Ability to build and maintain positive and effective relationships with others, both internally and externally
Strong written and verbal communication skills with the ability to effectively communicate with associates across the bank, as well as third-party agencies
Strong integrity, work ethic, and ability to achieve desired production results
Working Conditions:
Ability to work outside of the office 50%+ of the time
Ability to travel to and from bank offices and third-party locations
Occasionally move/traverse to access files and equipment
Constantly operate a computer and other office equipment
Compliance Statement:
The associate is responsible for meeting all compliance requirements imposed on LCNB bank by State and Federal law and regulations, as well as all related LCNB Bank policies and procedures. Individuals in Loan Officer positions must meet the Consumer Financial Protection Bureau qualification requirements. Incumbent must be able to perform the essential functions of the position with or without reasonable accommodation. Equal Opportunity Employer/Disability/Veterans.
$33k-48k yearly est. Auto-Apply 60d+ ago
Consumer Credit Loan Specialist
Fifth Third Bank 4.6
Cincinnati, OH job
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.
GENERAL FUNCTION: Perform pre-underwriting and processing duties needed to fulfill consumer equity and non-equity loan applications. Review and validate complex underwriting stipulations associated with the consumer lending process.Provideaccurate,clearand concise information and provide a superior lending experience for external customers through phone interaction and email. Primary loan facilitator for external customers to ensure work flow deadlines and service level agreementsaremet.Responsible formoving the loan file through the pipeline upon receipt of the application, including updating the file and all systems as work progresses through the underwriting process.
Partner with internal departments to escalate and resolve issues and problems. Quickly and efficiently promotes excellence in employee and customer experience. Always do the right thing for customers and colleagues, and ensure thatactionsandbehaviorsdrive a positive customer experience. Achieve results while consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
DUTIES & RESPONSIBILITIES:
Proactively contact customers to collect documents needed to underwrite application (including, but not limited to, income documentation, trust information, etc.)
Provide accurate information to the customer, explains products and policies in a clear, concise manner to ensure they understand documents needed for a lending decision
Evaluate loan documentation, review income documents, analyze data, and clear conditions per delegated authority (credit and non credit documents)
Effectively translate internal communication to customer to ensure all information is delivered professionally, accurately, and timely
Active liaison between the client, underwriting and financial center to meet all loan and customer requirements
Actively manage pipeline of consumer loan applications
Fields inbound calls from internal and external customers.
Understand and review personal and business tax returns and other income documents
Understand and review vendor documents (title, appraisal, flood, verification of employment, etc.) to communicate with internal and external customers any unexpected issues or needs
Maintain high level of customer service by being proactive in communicating with borrowers and loan originators.
wnership as the escalation point for internal and external customer questions pertaining to documents needed for loan products
Ensure accurate, complete, and timely loan data on processing and underwriting system
Actively participate in ongoing efforts to continually improve customer service for internal and external customers
Support the retail business partners in connection with consumer loan applications processed in the consumer credit centers.
Maintain an in-depth, expert knowledge of all equity and non-equity lending products and services as they relate to procedures, increased efficiencies and policies
Accurately enter issues into CIT so that issues can be routed appropriately, worked, tracked and resolved following standard Customer Complaint processes
Respond to complex questions and issues from banking centers regarding products, systems and/or operational procedures in the banking center.
Work independently to research and resolve issues or answer questions that often involve interpretation of bank policies and procedures.
Responsible for completing call tracking and support documentation as required
Act as a Trusted Advisor, proactively educating customers and bankers with each interaction.
Consistently meet all quality, handle time, and aux/adherence standards.
Mentor and train less experienced Loan Specialists
Assist with training and on boarding of new Loan Specialists
Serve as Consumer Lending Representative in the review of updates to existing procedure and newly developed procedures.
Support Consumer Lending on departmental projects.
Identify and communicate differences in regards to Regional Credit Center Operations
Work with both credit centers to ensure consistencies and similar customer experience
Understand loan policies and underwriting procedures to be able to explain cash flows, debt to incomes, and loan decisions to bankers
Responsible for subject matter expertise regarding consumer credit policy and loan documentation requirements
Respond to general inquiry emails in shared email box
Provide all services above to Fifth Third customers calling into the credit center
Perform any other duties as assigned.
SUPERVISORY RESPONSIBILITIES: None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
Minimum three (3) or more years of consumer lending experience in processing or customer service required
In-depth knowledge of loans and lending guidelines
Detailed knowledge of processing, underwriting and closing procedures
In-depth knowledge and understanding of loan application and underwriting systems
Previous experience managing a pipeline required
Proven computer skills
Demonstrated leadership and organization skills
Ability to analyze policies, procedures and guidelines in a way that maximizes productivity but protects the level of risk desired
Demonstrated teamwork and customer service skills
This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions andregistrationrequiredforemployment in this position
Consumer Credit Loan Specialist
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45227
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
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.
$91k-108k yearly est. Auto-Apply 18d ago
Treasury Management Branch Solution Spec I
Huntington National Bank 4.4
Columbus, OH job
The Treasury Management Branch Solution Spec I is responsible for identifying, researching, analyzing, and resolving complex problems with regard to Treasury Management onboarding and servicing. Independently identifies cross-sale opportunities and assists the Treasury Management Advisors in the execution of additional sales across existing portfolio. Directly works with customers on annual renewals for ACH, wires, high risk remote deposit capture (RDC) , Commercial Card, and Controlled Disbursement accounts. Trains customers on new TM setups. Key contact for service and maintenance for Branch and Business Banking customers.
Duties and Responsibilities:
+ Responsible for identifying, researching, analyzing, and resolving problems with regard to the servicing of customers, as well as providing general product and service support to the Treasury Management segment.
+ Prioritizes service issues and ensures they are completed on time and with a recognized / accepted resolution by the customer.
+ May perform training or education for customers on specific products.
+ Acts as internal resource for inquiries.
+ May recommend process improvement and efficiencies for product and service workflows.
+ Performs other duties and projects as assigned.
Basic Qualifications:
+ Bachelor's Degree
+ 3+ years of banking experience with a focus on treasury management/cash management
Preferred Qualifications:
+ Very strong written and verbal communication skills
+ Strong knowledge of Microsoft Office applications
+ Strong technical and problem-solving skills
+ Excellent interpersonal skills to build and maintain effective relationships
+ Very strong organization skills and the ability to work on numerous tasks simultaneously
+ Ability to work with partners within the sales process
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
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.
$120k-147k yearly est. 8d ago
Call Center Representative 1
The Community Bank 4.2
Zanesville, OH job
Job Description
Summary: Works closely with other Call Center Customer Care team members, other Bank personnel and departments to provide outstanding service for customers by answering questions, handling complaints, and troubleshooting problems with our products and services. The Call Center Customer Care Representative may handle a high volume of inbound or outbound calls or both and should seek to create a positive experience for each caller. They will listen to the customer to understand the reason for their call, address all questions or complaints, and provide an accurate and efficient response. Recommend and/or promote products or services that may suit the customer needs.
Essential Duties and Responsibilities: include the following. Other duties may be assigned.
Responsible for researching and resolving customer and internal employees' inquiries via telephone, email and/or Banno messages
Provides customer support for electronic banking products and services, including Digital Banking, Bill Payment, Mobile Banking, Online Account Opening, and Debit Card inquiries.
Resolves customer inquiries and issues promptly regarding new accounts, existing accounts, loans, payments, automatic transfers, and interest rates in a professional and supportive manner.
Cross-sells Bank services and supports all functions within the Call Center.
Positively represents the Bank's culture and values by building lasting relationships with customers, other Customer Care Call Center team members, and Bank employees based on trust and reliability.
Completes and maintains related account maintenance.
Completes research and resolves documentation errors or discrepancies.
Provides information to customers on Bank policies, procedures and programs.
Adheres to Call Center performance metrics to ensure service levels and customer expectations are consistently achieved.
Maintains and projects the Banks professional reputation through professional and courteous interactions with customers and other Bank employees.
Completes ongoing internal education opportunities to sustain broad base of product, service and applications/technical knowledge.
Individually participates in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise-wide risks
Maintains awareness of and adheres to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and applies them to daily tasks
Assist customers and internal employees with OpenAnywhere questions
Assists in resetting customer and employee passwords in adherence with Bank policy and procedures.
Other duties as assigned.
Follows and supports the Bank's policies and procedures accurately.
Positively represents the Company's culture and values.
Achieves annual goals as assigned.
Completes annual required regulatory training and Cybersecurity curriculums as assigned.
Completion of the General Knowledge Assessment in the first 90 days of employment.
Supervisory Responsibilities
No Supervisory Responsibilities
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.
Knowledgeable: Knowledge of the inner processes of the Bank, products and services and the associated application used to provide the Bank's products and services.
Detail-Oriented: Listens carefully to customers and be able to notice small details to provide accurate responses to customers.
Organized: Able to take quick notes, access Customer Relationship Management (CRM) systems and track recorded conversations while speaking to customers.
Flexible: Adapt to unique customer queries and situations.
Friendly/Empathetic: Understands a situation from a customer's perspective and has a positive attitude toward people, even when dealing with difficult problems.
Calm Under Pressure: Able to handle a large number of customer calls each day and maintain composure in stressful situations.
Effective Communicator: Effectively communicate with customers with great verbal and written skills.
Efficient: Responds to customers in a timely manner and proactive in anticipating customer needs.
Education, Training and/or Experience
High school diploma or general education degree (GED); and two years of banking experience and/or training; or equivalent combination of education and experience. Must have or are willing to acquire and continue to acquire additional working knowledge of all products and services offered by the Bank and associated applications they reside on. Sales experience is preferred.
Language Skills
Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to Executive Management, public groups, and/or Boards of Directors.
Mathematical Skills
Ability to apply advanced mathematical concepts such as exponents, logarithms, quadratic equations, and permutations. Ability to apply mathematical operations to such tasks as frequency distribution, determination of test reliability and validity, analysis of variance, correlation techniques, sampling theory, and factor analysis.
Reasoning Ability
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
Certifications, Licenses, Registrations
Valid Ohio Driver License
Completion of the General Knowledge Assessment in the first 90 days of employment.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit. The employee frequently is required to use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.
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.
The noise level in the work environment is usually moderate.
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. not available for immigration sponsorship. The Capital, Resolution & Recovery Analyst - Governance will support the development and implementation of strategies to ensure the organization's financial stability and compliance with regulatory requirements. This role involves assisting with governance and reporting for capital planning, resolution planning, and recovery planning processes, which seek to mitigate risks and enhance the organization's resilience.Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.Duties & Responsibilities
+ Capital Planning, Resolution Planning, and Recovery Planning:
+ Assist in the preparation and maintenance of governance and reporting materials related to capital planning, resolution planning, and recovery planning in line with regulatory standards.
+ Support stress testing procedures, policy development and maintenance.
+ Support resolution planning and recovery planning procedure and policy development and maintenance.
+ Collaborate with finance and risk management teams to develop and ensure adherence to project plan for capital planning, resolution planning and recovery planning processes.
+ Collect and organize information from various departments to support ongoing governance process.
+ Risk Management:
+ Identify and assess risks related to capital, resolution, and recovery planning.
+ Stay informed about regulatory changes and industry best practices.
+ Provide support in developing risk mitigation strategies and recommendations.
Minimum Knowledge, Skills And Abilities Required
+ Bachelor's degree in finance, Economics, Business Administration, or a related field.
+ Minimum of 2-3 years of experience in capital planning, resolution planning, recovery planning, or a related field within the financial services industry.
+ Basic understanding of regulatory requirements and guidelines related to capital, resolution, and recovery planning.
+ Strong analytical, problem-solving, and communication skills.
+ Proficiency in financial modeling and data analysis tools.
+ Ability to work collaboratively in a team environment and manage multiple tasks.
+ Exposure to working on projects with strong attention to detail and accuracy.
+ Prefer proficiency in PowerPoint or in presentation creation tools.
#LI-BP1
Capital, Resolution & Recovery Analyst - Governance
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45202
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
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.
$76k-88k yearly est. 60d+ ago
Universal Banker
The Community Bank 4.2
Zanesville, OH job
Job Description
Engage in proactive sales and customer service activities, including CSR transactions. Responsible for retaining, growing, and servicing consumer and business relationships by identifying financial goals and needs while recommending appropriate deposit, loan and other banking products and services.
Loan Officer:
Assists in the consumer lending needs of the banking office, ensuring that established policies and procedures are followed.
Deposit Accounts Representative:
Assists in new and existing deposit account operations of the office, ensuring that established policies and procedures are followed.
Customer Service Representative:
Sells and cross-sells bank products and services, recognizes customer needs and makes referrals and gives excellent customer service. Receives and pays out money and keeps records of money and negotiable instruments involved in financial transactions.
Essential Duties and Responsibilities: include the following. Other duties may be assigned.
Loan Officer
Responds to customer information requests or inquiries involving loans; works with appropriate departments to meet customer loan needs.
Answers customer and prospective customer questions regarding current rates, types of loans available, and current loan status.
Interviews applicants and requests specified information for loan application.
Reviews loan requests in a thorough and timely manner and presents recommendations for approval or denial of requests in a format consistent with Bank policy and regulatory guidelines.
Inputs customer application data into consumer lending platform, ensuring all required documentation is collected, credit report is reviewed, and any exceptions are documented and within loan policy.
Analyzes applicant's financial status, credit, and property evaluation to determine feasibility of granting loan or submits application to credit analyst for verification and recommendation.
Prepares appropriate loan work sheet and loan summary for all required loans.
Prepares appropriate loan papers and verifies completeness of data.
Corresponds with credit bureaus, employers, and personal references to check credit and personal references.
Notifies customers by mail, email, telephone, or in person of acceptance or rejection of application.
Ensures timely flow of loan closing packet to proper correspondents.
Assists with managing office loan portfolio credit quality and maintains low delinquency consistent with Bank guidelines.
Assists in making collection calls on office delinquent accounts.
Actively works to resolve loan exceptions.
Cross-sells other Company products and services to loan customer.
May assist with Indirect Loan Team.
May assist mortgage and commercial lenders in preparing loan applications and for closings.
May assist customers with mortgage applications through website application and collect documentation to receive closed mortgage loan incentive.
Assisting customers with loan pay off requests.
Deposit Accounts Representative:
Takes and receives all calls regarding new and existing deposit accounts.
Opens new deposit accounts, including checking, savings, and CD/IRA's.
Performs maintenance on deposit accounts, including checking, savings, and CD/IRA's.
Cross-sells other Company products and services to deposit customer.
Assists customers with wire transfer requests adhering to the Wire Transfer Procedures.
Actively works to resolve deposit exceptions.
Manages NSF report and contacts deposit customers for collection.
May assist Banking Office Manager with monthly reporting.
Customer Service Representative:
Provides excellent customer service by direct contact or by answering the telephone, assisting customers with questions and concerns regarding their TCB accounts, or directing customers to the appropriate personnel for assistance.
Greeting customers as they walk into our lobby or pull into the drive thru.
Knowledgeable of Bank's products and services and explains to customers accurately.
Explains, promotes, and refers products and services.
Explains, promotes, and refers to Community Financial Advisors, Financial Services Officer, Mortgage and Commercial Lenders.
Receives checks and cash for deposit and loan payments; verifies amount and examines checks for endorsements.
Cashes checks and pays out money after verification of signatures and customer balances.
Places holds on accounts per the Funds Availability Policy.
Accepts stop payment requests as needed.
Completes applicable forms and maintenance as needed.
Completes check orders for customers as needed.
Assists customers with access to safety deposit boxes.
Maintains individual cash drawer limit and verifies all cash entered.
Prepares work for teller processing.
Checks all incoming cash for fraud and/or counterfeit currency.
Inspect checks presented for fraud.
Balances currency, coin and checks in drawer at end of shift and compares totaled amount with data displayed in the teller processing system.
Accurately enters information into “Work with Person” in the teller processing system.
Assists with opening and closing of the banking office.
May log night deposits or open night drop as needed.
May assist with back up and/or balance ATM as needed.
May assist as Vault Backup CSR.
May assist with enrolling customers in Online Banking with Bill Pay.
May assist with VISA Check Card activations.
May maintain inventory of supplies in customer service area and assist with office supply ordering.
May assist with completion of the Safe Deposit Box Audit.
Attends training as needed or assigned.
Efficiently operates copy machines.
Represents the Bank in community involvement activities.
Sets a positive example for all banking office employees.
Assisting with referrals, product knowledge, sales training, etc.
Assists in guiding and mentoring CSR's.
Providing overrides and check approvals within authority.
Assisting with disputes. Completes dispute forms and forwards them to appropriate departments for review and processing
Cashier's Checks signing authority.
Travel Notifications.
Follows and supports the Company's policies and procedures accurately.
Positively represents the Company's culture and values.
Achieves annual goals as assigned.
Completes annual required regulatory training curriculums as assigned.
Supervisory Responsibilities
This job has no supervisory responsibilities.
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.
Education and/or Experience
High school diploma or general education degree (GED); or one to two years of related experience and/or training; or equivalent combination of education and experience. Training in Collections, CFA, Deposit Account Platform, Deposit Ops Shadowing, Consumer Loan Platform, Loan Ops Shadowing, Lending Authority training completion.
Language Skills
Ability to read and comprehend simple instructions, short correspondence and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers and employees of the organization.
Mathematical Skills
Ability to add, subtract, multiply and divide in all unites of measure, using whole numbers, common fractions and decimals. Ability to compute rate, ratio, discounts and interest.
Reasoning Ability
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
Certifications, Licenses, Registrations
Valid Ohio Drivers License
Licensed Notary Public -Ohio
Limited Line License
NMLS
Physical Demands:
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
While performing the duties of this job, the employee is regularly required to stand; use hands to finger, handle or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to walk and stoop, kneel, crouch or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision and ability to adjust focus.
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.
The noise level in the work environment is usually moderate.
$34k-39k yearly est. 9d ago
Branch Manager
Lcnb Corp 3.8
Lcnb Corp job in Morrow, OH
Identifying Information:
Department: Branch Operations
Reports to: Christina Harris, Branch Administration
Status: Full-Time Hourly Non-Exempt
Bank Operation Hours: Monday-Friday 8:15am-5:15pm
Position Purpose: LCNB National Bank is seeking a Branch Manager for our Roachester office. This position leads and oversees all branch operations to ensure exceptional customer service, operational excellence, regulatory compliance, and achievement of business objectives. This role requires broad knowledge of bank products, services, and operations and applies that knowledge to develop relationships, support business growth, and enhance the branch's market presence. The Branch Manager coaches and develops staff, models strong leadership, and ensures all branch activities comply with applicable regulations and bank policies.
Essential Functions and Responsibilities
Lead branch operations to deliver professional, courteous, and efficient service to customers and staff
Ensure compliance with all regulatory requirements, internal controls, and bank policies and procedures
Proactively pursue business development opportunities through community involvement and relationship building
Foster branch growth by coordinating efforts with internal resource partners, including:
Consumer, Mortgage, and Commercial Lending Teams
Treasury Management Team
Investment Services & Wealth Team
Merchant Services Team
Recruit, train, coach, and develop branch staff through ongoing feedback, mentoring, and performance management
Establish individual development plans aligned with branch and bank goals
Encourage staff participation in business development, referrals, and community activities
Perform HR-related duties, including timecard approval, scheduling, participation in hiring, performance evaluations, and merit-based recommendations
Lead and coach staff to identify and refer appropriate cross-selling opportunities
Maintain confidentiality of customer and bank information
Collaborate with senior management and other departments to resolve complex transactions or issues
Ensure accuracy, efficiency, and timeliness of daily, weekly, and monthly branch operations
Maintain high audit standards and coordinate internal and third-party audits
Make sound, well-informed decisions using judgment, experience, and analysis
Perform additional duties as assigned
Required Competencies/Skills:
Strong written and verbal communication skills with ability to effectively communicate with associates across the bank, as well as with third-party agencies
Superior leadership and team development skills
Empathy, compassion, and customer-focused mindset
Maintain a professional appearance for yourself and your office environment which positively project LCNB's culture
Exceptional accuracy and attention to detail for yourself and your team's work
Detailed functional knowledge of Microsoft Office
Ability to think, reason, and communicate clearly
Comprehend, retain and apply information as necessary to perform duties and responsibilities effectively
Sound decision-making
Business acumen
Additional duties as assigned
Qualifications/Education/Experience:
High School diploma or GED equivalent (required), college degree in Business (preferred)
College degree (preferred)
2 + years of leadership/management experience, working with internal and external customers with diverse backgrounds and experiences
2+ years of retail banking experience
Ohio Notary Public (or the ability to obtain commission within first three months of employment)
NMLS (obtained or transferred within 45 days)
Working Conditions
Must be able to remain in a stationary position 50% of the time
Occasionally move/traverse to access files and equipment
Constantly operates a computer and other office equipment
The ability to observe and identify details at close range
Occasionally moves coin bags weighing up to 50 lbs.
Occasionally will need to travel up to a 30-mile radius
Compliance Statement:
The associate is responsible for meeting all compliance requirements imposed on LCNB National Bank by State and Federal law and regulations, as well as all related LCNB National Bank policies and procedures. Incumbent must be able to perform the essential functions of the position with or without reasonable accommodation. Equal Opportunity Employer/Disability/Veterans
$44k-60k yearly est. Auto-Apply 6d ago
Treasury Management Advisor III- Corporate
Huntington Bancshares Inc. 4.4
Remote or Cincinnati, OH job
As a Treasury Management Advisor III - Corporate, you will play a pivotal role in driving the growth and success of our treasury management business at Huntington Bank. You will deliver sophisticated treasury solutions tailored to complex business needs and take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from initial prospecting and consultative discovery through proposal, negotiation, and implementation.
In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on treasury management practices. Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that enhance their financial operations.
Duties & Responsibilities
* Strategic Business Development: Target and win opportunities with large, complex clients using advanced consultative selling techniques
* Existing Client Management: Leverage your expertise to maintain and expand existing customer relationships, ensuring that our clients receive exceptional service and tailored solutions to meet their financial needs
* Customized Solution Design: Lead the design of complex treasury solutions, coordinating with product specialists to address client needs
* Product Pricing and Structuring: Develop and implement competitive pricing strategies and product structures tailored to meet the specific client needs
* Negotiation & Deal Closing: Handle negotiations on pricing, contracts, and service-level agreements
* Implementation Oversight: Ensure seamless transition from sales to implementation, coordinating with various teams
* Client Portfolio Leadership: Oversee portfolio performance, ensuring revenue growth and high utilization of treasury solutions
* Risk Management & Compliance: Manage risk and ensure compliance with relevant regulations
* Sales Performance Management: Maintain and manage weekly and monthly sales results, ensuring timely and accurate pipeline management and monitoring to achieve sales targets
* Strategic Contribution: Contribute to high-level sales strategy and product development feedback
Basic Qualifications:
* 8+ years' experience in a treasury management sales role focusing on Corporate Banking clients with revenues of $500 million and above, encompassing both private and public entities across a national footprint.
* 8+ years' experience working with complex, large-scale organizations across a diverse range of industries-including Industrials, Consumer & Financial Services, Diversified Holdings, Technology, Media, Telecommunications, and Franchise operations with a strong understanding of the unique needs and tailored solutions required in the large corporate banking environment.
* Bachelor's degree in business or related field
Preferred Qualifications:
* Proven leadership and mentoring capabilities
* Strong understanding of risk management and regulatory awareness
* Certified Treasury Professional (CTP) or equivalent high-level treasury certification
* Master's degree (MBA or similar) in a relevant field
* Recognition for outstanding performance in treasury services sales or corporate banking
* Established network of industry contacts and involvement in industry associations
* Deep knowledge of treasury services/products and industry applications
* Proven high sales performance and client relationship growth
* Excellent communication, negotiation and presentation skills
* Strong analytical and strategic planning abilities
* Proficient in treasury technology and systems
#LI-Hybrid
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Applications Accepted Through:
01/23/2026
Huntington expects to accept applications through at least the date above, and may continue to accept applications until the position is filled.
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.
Compensation Range:
$93,000.00 - $189,000.00 Annual Salary
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$44k-66k yearly est. Auto-Apply 20d ago
Relationship Banker
Lcnb Corp 3.8
Lcnb Corp job in Cincinnati, OH
Identifying Information:
Department: Branch Operations
Reports To: Rachelle Masterson, Branch Officer
Status: Part-Time Hourly Non-Exempt
Bank Operation Hours: Monday - Friday 8:15am-5:15pm, Saturday 8:15am-12:15pm
Position Purpose: LCNB National Bank is seeking a part-time Relationship Banker for our Bridgetown office. This position provides superior quality service to our customers. They assist customers by accurately and efficiently processing transactions, such as deposits, withdrawals, or payments, resolving complaints or account discrepancies, and answering questions. A Relationship Banker is responsible for promoting and recommending the bank's products and services to help meet our customers' financial goals.
Essential Functions and Responsibilities
Maintaining and balancing cash drawer
Ensure compliance with all internal controls and established policies and procedures
Promote and advise on the bank's products and services
Keeping customers' personal information confidential
Identify referral opportunities and make relevant referrals
Communicating with other team members and other areas of the bank
Assist with the daily operations of the branch
Answer customer calls and enter information accurately and efficiently into database
Comprehend, retain and apply information as necessary to perform duties and responsibilities effectively
Additional duties as assigned
Skills/Competencies
Professionalism
Strong basic computer skills
Strong written and verbal communications skills
Cash handling
Accuracy and attention to detail
Customer-focused
Team player
Ability to think, reason and communicate clearly
Ability to observe and identify details at close range
Education/Experience
High School Diploma or GED equivalent (required)
Customer service experience (preferred)
Cash handling experience (preferred)
Working Conditions
Must be able to remain in a stationary position 50% of the time
Occasionally move/traverse to access files and equipment
Constantly operates a computer and other office equipment
Occasionally moves coin bags weighing up to 50 lbs.
Occasionally will need to travel up to a 30-mile radius
Compliance Statement:
The associate is responsible for meeting all compliance requirements imposed on LCNB National Bank by State and Federal law and regulations, as well as all related LCNB National Bank policies and procedures. Incumbent must be able to perform the essential functions of the position with or without reasonable accommodation. Equal Opportunity Employer/Disability/Veterans.
Zippia gives an in-depth look into the details of LCNB National Bank, including salaries, political affiliations, employee data, and more, in order to inform job seekers about LCNB National Bank. The employee data is based on information from people who have self-reported their past or current employments at LCNB National Bank. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by LCNB National Bank. The data presented on this page does not represent the view of LCNB National Bank and its employees or that of Zippia.
LCNB National Bank may also be known as or be related to LCNB CORP, LCNB Corp, LCNB Corp., LCNB National Bank, Lcnb Corp. and Lcnb National Bank.