Operations Specialist jobs at Medical Mutual

We're looking for talented professionals, anywhere in the United States, to join us in bringing smart money management and payment solutions to everyone's fingertips. At Green Dot, we are evolving to a new and permanent "Work from Anywhere" model designed to maximize the benefits of remote work, promote and enable a strong culture of performance and connectedness, and attract the best and brightest talent who align with our entrepreneurial spirit and mission. <<>><<>><<>><<>><<>><<>><<>><<>><<>><<>> JOB DESCRIPTION This role will need to work in the Blue Ash, OH office. Responsibilities * Work assigned garnishments/liens/levies daily within established internal or agency required due dates. * Contact requesting agency for questions regarding garnishment. * Ensure prepared response is timely and returned to requesting agency. * Follow internal procedures to ensure garnishment, lien or levy is properly responded to and all established procedures are followed. * Properly notate account, debit garnishment account and work with other internal departments to ensure check is mailed to requesting agency. * Escalate issues to the Supervisor as needed. * Performs other duties as assigned or requested from management. Requirements * 2+ years of related experience * One to three years' experience in financial services industry, preferably in a garnishment/lien/levy function. * Must have excellent communication skills in all areas - in person, in writing and on the telephone. * Proficiency with Microsoft Office applications (including Word, Excel, Access and PowerPoint); * Must be organized, efficient, and professional. * Must be extremely detail oriented. POSITION TYPE Regular PAY RANGE The targeted base salary for this position is $39,700 to $59,600 per year. The final compensation will be determined by a number of factors such as qualifications, expertise, and the candidate's geographical location. <<>><<>><<>><<>><<>><<>><<>><<>><<>><<>> We're Here to Support You-Accommodations Upon Request Green Dot is committed to providing an inclusive and accessible hiring experience for all candidates. If you require a reasonable accommodation during any part of the application or interview process, we encourage you to let us know. We will work with you to meet your needs in a way that respects your privacy and ensures equal opportunity. Our goal is to support every applicant in showcasing their talents and potential. Work Authorization Requirement At Green Dot Corporation, we value diversity and strive for fair and inclusive hiring practices. However, we are currently unable to offer visa sponsorship. All applicants must be legally authorized to work in the United States at the time of application and throughout the duration of employment, without the need for current or future sponsorship.

A Branch Operations Specialist (BOS) is responsible for making sure that all employees adhere to branch operations guidelines as well as ensure all systems operate smoothly and efficiently according to established policy and procedures. The BOS is also responsible for creating an exceptional customer experience through their knowledge of available products and services. The BOS demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. KEY ACCOUNTABILITIES, RESPONSIBILITIES, AND EXPECTATIONS: Ensure operational tasks are followed & completed daily by all Branch employees. Responsible for the retention of operational materials as well as managing audits to ensure operational soundness. Create an exceptional customer experience daily by processing transactions, building relationships, assessing needs, recommending products, and referring partners to our customers, thus growing the bank. Developing an expansive knowledge of products and services to fulfill customer needs and solve problems daily. Execute customer requests with speed and accuracy. Understanding all aspects of consumer lending in daily and weekly activities; building customer trust and managing relationships through the life of the lending process. Constant, consistent communication internally and externally to provide an outstanding customer experience. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Dedication to daily personal growth through active learning, adapting to new procedures and systems, and refining skills to grow the organization, and the team. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: QUALIFICATIONS, KNOWLEDGE AND SKILLS: Minimum 2 or 3 years' experience in branch banking environment. Must be knowledgeable in all areas of operations; including customer service, new accounts, and lending. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. Associate's Degree preferred. High School diploma or equivalent required. PHYSICAL REQUIREMENTS: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI286e607c99b5-31181-38354252

A Branch Operations Specialist (BOS) is responsible for making sure that all employees adhere to branch operations guidelines as well as ensure all systems operate smoothly and efficiently according to established policy and procedures. The BOS is also responsible for creating an exceptional customer experience through their knowledge of available products and services. The BOS demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. KEY ACCOUNTABILITIES, RESPONSIBILITIES, AND EXPECTATIONS: Ensure operational tasks are followed & completed daily by all Branch employees. Responsible for the retention of operational materials as well as managing audits to ensure operational soundness. Create an exceptional customer experience daily by processing transactions, building relationships, assessing needs, recommending products, and referring partners to our customers, thus growing the bank. Developing an expansive knowledge of products and services to fulfill customer needs and solve problems daily. Execute customer requests with speed and accuracy. Understanding all aspects of consumer lending in daily and weekly activities; building customer trust and managing relationships through the life of the lending process. Constant, consistent communication internally and externally to provide an outstanding customer experience. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Dedication to daily personal growth through active learning, adapting to new procedures and systems, and refining skills to grow the organization, and the team. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: QUALIFICATIONS, KNOWLEDGE AND SKILLS: Minimum 2 or 3 years' experience in branch banking environment. Must be knowledgeable in all areas of operations; including customer service, new accounts, and lending. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. Associate's Degree preferred. High School diploma or equivalent required. PHYSICAL REQUIREMENTS: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PId441cdfb67ec-31181-39132676

GENERAL JOB DESCRIPTION The Operations Specialist is responsible for processing a variety of daily operational requests such as account onboarding, maintenance, transaction entry, billing, quarterly reporting, and other client and advisor requests. This role provides support to ensure the Investment Operations team efficiently meets the front, middle, and back-office needs of the firm. The Operations Specialist partners with other team members, along with the Operations Team Leader, to execute a varied and diverse set of tasks to meet both short and long-term goals. MAJOR DUTIES AND RESPONSIBILITIES Ability to work in a dynamic environment, where the roles and responsibilities are evolving in response to the implementation of new processes and procedures. Performs setup and maintenance activities for requests received related to products and services administered by the department. Executes standard, scheduled transactions/processes utilizing standard procedures. May have specific responsibility for specialized product or functional area. Demonstrates proficiency with CRM application and associated workflows. Provides responses and documentation to inquiries and ad hoc requests. Effectively communicates with advisors and other operational groups to resolve various account discrepancies. Interacts with custodians as necessary to resolve discrepancies. Reconciles reports, exceptions, and validates transactions. Responsible for daily quality control, managing error rates, exception review processing, and daily reporting. Promotes and helps to implement best practices in the application of policies, processes, procedures, and other elements of governance affecting operational risk throughout the firm. Other duties as assigned, including participating on projects as needed. EXPERIENCE/CREDENTIALS B.A. or B.S. degree or equivalent experience. 1-3 years of experience in securities operations. Knowledge of equity securities, fixed income securities, and various investment vehicles a plus. Proficient with Microsoft Office suite, including Excel, Outlook, Word, Adobe, PowerPoint. COMPETENCIES Thrives in a fast-paced and dynamic team-based, collaborative environment, and works well with others to resolve conflicts. Strong organizational and interpersonal skills with a demonstrated commitment to teamwork and partnerships. Excellent oral and written communication skills. Demonstrated problem solving and analytical abilities, with a focus on analyzing information and resolving complex problems. Organized, detail-oriented, able to meet deadlines, while maintaining flexibility to prioritize and support client and firm needs. Ability to learn MAI financial software and tools. Maintains absolute confidentiality of all client information and safeguards client and firm data; maintains high ethical standard in all practices. Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity. FEATURED BENEFITS: Discretionary Bonus Medical Insurance Dental Insurance Vision Insurance 401(k) Health Savings Account Paid Maternity Leave Paid Parental Leave Tuition Reimbursement

Description: A Branch Operations Specialist (BOS) is responsible for making sure that all employees adhere to branch operations guidelines as well as ensure all systems operate smoothly and efficiently according to established policy and procedures. The BOS is also responsible for creating an exceptional customer experience through their knowledge of available products and services. The BOS demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. KEY ACCOUNTABILITIES, RESPONSIBILITIES, AND EXPECTATIONS: Ensure operational tasks are followed & completed daily by all Branch employees. Responsible for the retention of operational materials as well as managing audits to ensure operational soundness. Create an exceptional customer experience daily by processing transactions, building relationships, assessing needs, recommending products, and referring partners to our customers, thus growing the bank. Developing an expansive knowledge of products and services to fulfill customer needs and solve problems daily. Execute customer requests with speed and accuracy. Understanding all aspects of consumer lending in daily and weekly activities; building customer trust and managing relationships through the life of the lending process. Constant, consistent communication internally and externally to provide an outstanding customer experience. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Dedication to daily personal growth through active learning, adapting to new procedures and systems, and refining skills to grow the organization, and the team. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: QUALIFICATIONS, KNOWLEDGE AND SKILLS: Minimum 2 or 3 years' experience in branch banking environment. Must be knowledgeable in all areas of operations; including customer service, new accounts, and lending. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. Associate's Degree preferred. High School diploma or equivalent required. PHYSICAL REQUIREMENTS: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.

Requirements QUALIFICATIONS, KNOWLEDGE AND SKILLS: Minimum 2 or 3 years' experience in branch banking environment. Must be knowledgeable in all areas of operations; including customer service, new accounts, and lending. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. Associate's Degree preferred. High School diploma or equivalent required. PHYSICAL REQUIREMENTS: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.

CompanyFederal Reserve Bank of ClevelandThe Federal Reserve Bank of Cleveland is part of the nation's central bank. We've provided many opportunities for professional growth during our history. For twenty-six years in a row, we've been named “One of Northeast Ohio's Best Places to Work” by North Coast 99. This prestigious award honors organizations with outstanding employment practices, including compensation, benefits, training, recruitment, retention, community services, and employee communications. Our People Make the Difference! The Federal Reserve Bank of Cleveland is seeking innovative thinkers with vision to build the framework that will carry the Bank into the future. Follow us on LinkedIn, Twitter, Instagram, and our YouTube channel - Cleveland Fed This job family conducts the cash operations of the organization in a highly controlled, regulated, and secure environment with strict adherence to a set of defined rules and regulations in accordance with US Treasury and Federal Reserve Board of Governor guidelines. Under minimal work schedule flexibility and maintaining quality and productivity standards, areas of responsibility include processing, validation, destruction, and payout of currency; operating complex high-speed counting equipment and/or performing duties related to paying/receiving currency using proprietary FRB accounting software that requires accounting skills. The job family is essential to meeting the mission of the Federal Reserve Cash Division to supply currency and coin to meet depository institution needs daily and in times of stress. Essential Accountabilities An entry level role that typically requires little to no prior knowledge or experience. Works to deliver on day-to-day objectives with direct impact on job area activities. Work consists of tasks that are typically routine, with specific instructions to achieve standard solutions. Works under moderate supervision for routine tasks. Problems are typically of a routine nature, and solutions are clearly prescribed. Makes minor adjustments to working methods. Communicates information that requires explanation or interpretation Performs other duties as assigned or requested. Education and Experience High school diploma and no prior experience Knowledge and Skills Ability to handle sensitive information with confidentiality Strong attention to detail, with experience strictly following procedures Comprehensive customer service and interpersonal skills Proficient computer skills including Microsoft Office along with other various online applications as needed for the role Basic knowledge of cash operations and the prescribed operating procedures, safety, security, and compliance and/or production standards and controls The expected starting salary for this position is $50,000 annually. Schedule: Monday - Thursday 5:00PM-4:00AM The Cleveland Fed offers benefits to support overall health and financial security. Learn more about our benefits here: ************************************ General Working Conditions and Physical Demands Production environment (such as Cash): Employees in this position work in a controlled environment with one or more partners under Federal Reserve and Treasury custody control standards. This is a very physical job requiring repetitive lifting and moving of currency weighing greater than 30 pounds. Additionally, employees may be required to operate manual equipment (tow motor) to move containers exceeding 1,500 pounds. Limited sitting occurs and most of this job is performed standing and walking in an enclosed work area. This climate controlled, all glass room has extreme temperature changes from very cool to very hot. Employees need to be aware of their surroundings due to frequent movement of containers. Exposure to noise from various machines will occur. Employees may be required to push and pull currency containers of moderate to heavy weight. Reasonable Accommodation Statement - The Federal Reserve Bank of Cleveland is committed to ensuring that individuals with disabilities are provided with reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment. To request a reasonable accommodation for any part of the employment process, please send an email to ****************************************. Bank's Ethics Rules and Drug Testing: As a condition of employment, Federal Reserve Bank of Cleveland employees must comply with the Bank's ethics rules which generally prohibit employees, their spouses/domestic partners, and minor children from owning or controlling, directly or indirectly, any debt or equity interest in a depository institution or an affiliate of a depository institution. A "depository institution" means a bank, a trust company, or any institution that accepts deposits, including a bank chartered under the laws of a foreign country. In addition, employees (and their spouses/domestic partners, and minor children) may not own shares of mutual funds, unit investment trusts or ETFs that have a policy, as stated in the prospectus, of concentrating in the financial services industry and that have underlying investments in banks or other depository institutions. If you or your spouse/domestic partner or minor child own such securities and would not be willing or able to divest them if you accepted an offer of Bank employment, you should raise this issue with the recruiter for this posting. In addition, as a condition of employment, candidates must undergo a background check and will be tested for all controlled substances prohibited by federal law, to include marijuana, prior to hire and for certain safety sensitive positions during employment. Always verify and apply to jobs on Federal Reserve System Careers or through verified Federal Reserve Bank social media channels Full Time / Part TimeFull time Regular / TemporaryRegularJob Exempt (Yes / No) NoJob CategoryOperations Family GroupWork ShiftSecond (United States of America) The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences. Always verify and apply to jobs on Federal Reserve System Careers (************************************* or through verified Federal Reserve Bank social media channels. Privacy Notice

Description: A Branch Operations Specialist (BOS) is responsible for making sure that all employees adhere to branch operations guidelines as well as ensure all systems operate smoothly and efficiently according to established policy and procedures. The BOS is also responsible for creating an exceptional customer experience through their knowledge of available products and services. The BOS demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. KEY ACCOUNTABILITIES, RESPONSIBILITIES, AND EXPECTATIONS: Ensure operational tasks are followed & completed daily by all Branch employees. Responsible for the retention of operational materials as well as managing audits to ensure operational soundness. Create an exceptional customer experience daily by processing transactions, building relationships, assessing needs, recommending products, and referring partners to our customers, thus growing the bank. Developing an expansive knowledge of products and services to fulfill customer needs and solve problems daily. Execute customer requests with speed and accuracy. Understanding all aspects of consumer lending in daily and weekly activities; building customer trust and managing relationships through the life of the lending process. Constant, consistent communication internally and externally to provide an outstanding customer experience. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Dedication to daily personal growth through active learning, adapting to new procedures and systems, and refining skills to grow the organization, and the team. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: QUALIFICATIONS, KNOWLEDGE AND SKILLS: Minimum 2 or 3 years' experience in branch banking environment. Must be knowledgeable in all areas of operations; including customer service, new accounts, and lending. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. Associate's Degree preferred. High School diploma or equivalent required. PHYSICAL REQUIREMENTS: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.

A Branch Operations Specialist (BOS) is responsible for making sure that all employees adhere to branch operations guidelines as well as ensure all systems operate smoothly and efficiently according to established policy and procedures. The BOS is also responsible for creating an exceptional customer experience through their knowledge of available products and services. The BOS demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. KEY ACCOUNTABILITIES, RESPONSIBILITIES, AND EXPECTATIONS: * Ensure operational tasks are followed & completed daily by all Branch employees. * Responsible for the retention of operational materials as well as managing audits to ensure operational soundness. * Create an exceptional customer experience daily by processing transactions, building relationships, assessing needs, recommending products, and referring partners to our customers, thus growing the bank. * Developing an expansive knowledge of products and services to fulfill customer needs and solve problems daily. * Execute customer requests with speed and accuracy. * Understanding all aspects of consumer lending in daily and weekly activities; building customer trust and managing relationships through the life of the lending process. * Constant, consistent communication internally and externally to provide an outstanding customer experience. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. * Dedication to daily personal growth through active learning, adapting to new procedures and systems, and refining skills to grow the organization, and the team. * Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements QUALIFICATIONS, KNOWLEDGE AND SKILLS: * Minimum 2 or 3 years' experience in branch banking environment. * Must be knowledgeable in all areas of operations; including customer service, new accounts, and lending. * Excellent oral, written and presentation skills * Detail oriented with the ability to work under deadlines with frequent interruptions. * Associate's Degree preferred. * High School diploma or equivalent required. PHYSICAL REQUIREMENTS: * Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. * Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. * Work involves lifting and moving objects up to 50 lbs. * Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time. * Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.

Company Federal Reserve Bank of Cleveland The Federal Reserve Bank of Cleveland is part of the nation's central bank. We've provided many opportunities for professional growth during our history. For twenty-six years in a row, we've been named "One of Northeast Ohio's Best Places to Work" by North Coast 99. This prestigious award honors organizations with outstanding employment practices, including compensation, benefits, training, recruitment, retention, community services, and employee communications. Our People Make the Difference! The Federal Reserve Bank of Cleveland is seeking innovative thinkers with vision to build the framework that will carry the Bank into the future. Follow us on LinkedIn, Twitter, Instagram, and our YouTube channel - Cleveland Fed This job family conducts the cash operations of the organization in a highly controlled, regulated, and secure environment with strict adherence to a set of defined rules and regulations in accordance with US Treasury and Federal Reserve Board of Governor guidelines. Under minimal work schedule flexibility and maintaining quality and productivity standards, areas of responsibility include processing, validation, destruction, and payout of currency; operating complex high-speed counting equipment and/or performing duties related to paying/receiving currency using proprietary FRB accounting software that requires accounting skills. The job family is essential to meeting the mission of the Federal Reserve Cash Division to supply currency and coin to meet depository institution needs daily and in times of stress. Essential Accountabilities * An entry level role that typically requires little to no prior knowledge or experience. * Works to deliver on day-to-day objectives with direct impact on job area activities. * Work consists of tasks that are typically routine, with specific instructions to achieve standard solutions. * Works under moderate supervision for routine tasks. * Problems are typically of a routine nature, and solutions are clearly prescribed. * Makes minor adjustments to working methods. * Communicates information that requires explanation or interpretation * Performs other duties as assigned or requested. Education and Experience * High school diploma and no prior experience Knowledge and Skills * Ability to handle sensitive information with confidentiality * Strong attention to detail, with experience strictly following procedures * Comprehensive customer service and interpersonal skills * Proficient computer skills including Microsoft Office along with other various online applications as needed for the role * Basic knowledge of cash operations and the prescribed operating procedures, safety, security, and compliance and/or production standards and controls The expected starting salary for this position is $50,000 annually. Schedule: Monday - Thursday 5:00PM-4:00AM The Cleveland Fed offers benefits to support overall health and financial security. Learn more about our benefits here: ************************************ General Working Conditions and Physical Demands Production environment (such as Cash): Employees in this position work in a controlled environment with one or more partners under Federal Reserve and Treasury custody control standards. This is a very physical job requiring repetitive lifting and moving of currency weighing greater than 30 pounds. Additionally, employees may be required to operate manual equipment (tow motor) to move containers exceeding 1,500 pounds. Limited sitting occurs and most of this job is performed standing and walking in an enclosed work area. This climate controlled, all glass room has extreme temperature changes from very cool to very hot. Employees need to be aware of their surroundings due to frequent movement of containers. Exposure to noise from various machines will occur. Employees may be required to push and pull currency containers of moderate to heavy weight. Reasonable Accommodation Statement - The Federal Reserve Bank of Cleveland is committed to ensuring that individuals with disabilities are provided with reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment. To request a reasonable accommodation for any part of the employment process, please send an email to ****************************************. Bank's Ethics Rules and Drug Testing: As a condition of employment, Federal Reserve Bank of Cleveland employees must comply with the Bank's ethics rules which generally prohibit employees, their spouses/domestic partners, and minor children from owning or controlling, directly or indirectly, any debt or equity interest in a depository institution or an affiliate of a depository institution. A "depository institution" means a bank, a trust company, or any institution that accepts deposits, including a bank chartered under the laws of a foreign country. In addition, employees (and their spouses/domestic partners, and minor children) may not own shares of mutual funds, unit investment trusts or ETFs that have a policy, as stated in the prospectus, of concentrating in the financial services industry and that have underlying investments in banks or other depository institutions. If you or your spouse/domestic partner or minor child own such securities and would not be willing or able to divest them if you accepted an offer of Bank employment, you should raise this issue with the recruiter for this posting. In addition, as a condition of employment, candidates must undergo a background check and will be tested for all controlled substances prohibited by federal law, to include marijuana, prior to hire and for certain safety sensitive positions during employment. Always verify and apply to jobs on Federal Reserve System Careers or through verified Federal Reserve Bank social media channels Full Time / Part Time Full time Regular / Temporary Regular Job Exempt (Yes / No) No Job Category Operations Family Group Work Shift Second (United States of America) The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences. Always verify and apply to jobs on Federal Reserve System Careers (************************************* or through verified Federal Reserve Bank social media channels. Privacy Notice

The Client Operations Specialist primarily serves as a liaison between our Member Offices and our core custodians. Client Operations Specialists are go-to resources, providing direction, expertise, and training of Valmark policies and custodial platform best practices to Member Offices (newly onboarded and existing). Essential Functions and Responsibilities Escalate, review, and respond to internal, Member Office, and custodial requests to process, review, or escalate urgent or complex items Foster relationships with Member Offices through initial & ongoing customer service and issue resolution Serve as an internal training resource for the Member Offices by delivering educational training on custodial technology, processes, form requirements, and communicating correct processing guidelines Monitor and review custodians for policy, procedures, and paperwork changes, updating resources and training materials Perform security administration, vendor code maintenance, and related functions for Schwab and Pershing Assist team members with daily tasks as needed due to volume Provide backup assistance to other team members as business needs dictate Perform other tasks assigned by management Core Competencies Knowledge of financial industry and investment products Knowledge of Valmark procedures, paperwork, and processing Strong knowledge of various technologies: Microsoft Office, Dynamics, LaserApp, DocuSign, Schwab Advisor Center, Pershing NetX360 Strong written and verbal communication skills, with the ability to deal effectively with various people including staff, management, custodians, and Member Offices Ability to prioritize and manage in a fast-paced, multi-task environment with organization and accuracy Strong analytical, problem-solving, research skills, and attention to detail Ability to work effectively in a team environment, while also being a self-motivated, independent worker Supervisory Responsibility Client Operations Specialist will not have any supervisory responsibilities. Required Education and Experience Bachelor's Degree in Finance or a related field Preferred Education and Experience 3+ years of financial industry experience Industry designations (CFP, CPA) FINRA registrations Certified in operational process improvement (Lean 6 Sigma, Kaizen) Physical Demands This is a largely sedentary role; however, some walking is required. Individuals may need to sit or stand as needed. This position may require walking primarily on a level surface for short periods of time. Expected Hours of Work This is a hybrid position. Days and typical hours of work are Monday through Friday, 8:30 a.m. to 5:00 p.m. Flexibility in working hours may be allowed, but the employee must work 40 hours each week to maintain full-time status. Valmark reserves the right to modify, interpret, or apply this in any way the Company desires. This in no way implies this is an all-inclusive list of responsibilities to be performed by the Employee in this position. This job description is not an employment contract, implied or otherwise. The employment relationship remains “at-will”.

Requirements QUALIFICATIONS, KNOWLEDGE AND SKILLS: Minimum 2 or 3 years' experience in branch banking environment. Must be knowledgeable in all areas of operations; including customer service, new accounts, and lending. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. Associate's Degree preferred. High School diploma or equivalent required. PHYSICAL REQUIREMENTS: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.

A Branch Operations Specialist (BOS) is responsible for making sure that all employees adhere to branch operations guidelines as well as ensure all systems operate smoothly and efficiently according to established policy and procedures. The BOS is also responsible for creating an exceptional customer experience through their knowledge of available products and services. The BOS demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. KEY ACCOUNTABILITIES, RESPONSIBILITIES, AND EXPECTATIONS: * Ensure operational tasks are followed & completed daily by all Branch employees. * Responsible for the retention of operational materials as well as managing audits to ensure operational soundness. * Create an exceptional customer experience daily by processing transactions, building relationships, assessing needs, recommending products, and referring partners to our customers, thus growing the bank. * Developing an expansive knowledge of products and services to fulfill customer needs and solve problems daily. * Execute customer requests with speed and accuracy. * Understanding all aspects of consumer lending in daily and weekly activities; building customer trust and managing relationships through the life of the lending process. * Constant, consistent communication internally and externally to provide an outstanding customer experience. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. * Dedication to daily personal growth through active learning, adapting to new procedures and systems, and refining skills to grow the organization, and the team. * Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements QUALIFICATIONS, KNOWLEDGE AND SKILLS: * Minimum 2 or 3 years' experience in branch banking environment. * Must be knowledgeable in all areas of operations; including customer service, new accounts, and lending. * Excellent oral, written and presentation skills * Detail oriented with the ability to work under deadlines with frequent interruptions. * Associate's Degree preferred. * High School diploma or equivalent required. PHYSICAL REQUIREMENTS: * Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. * Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. * Work involves lifting and moving objects up to 50 lbs. * Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time. * Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.

Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank: American Banker Best Banks to Work For in 2021, 2022, and 2023 Top Workplaces USA national award in 2022, 2023, and 2024 Newsweek's America's Best Banks 2023, and 2024 Newsweek's America's Greatest Workplaces 2024 and 2025 U.S. News & World Report's Best Companies to Work For in Banking and in the Midwest 2024-2025 At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation, and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization. Job Purpose This position is responsible for delivering outstanding customer service by consistently providing support with a friendly demeanor and a can-do attitude for deposit products offered by Peoples Bank. Must have the ability to use job knowledge and available systems information to independently answer questions and resolve issues in a timely manner. Job Duties Responsible for assisting both internal and external customers with questions and problem resolution for deposit products offered by Peoples Bank via phone or through automated systems. Responsible for account check back, as well as providing information, research and problem resolution for Checking and Savings accounts, ATM/Debit cards, Safe Deposit Boxes, and other deposit and customer related issues. Process Reg E forms, death certificates, and inactive notices. Add and check back automatic transfers to the core system. Maintenance debit cards. Maintain thorough understanding of all procedures and applicable regulations. Will monitor reports, complete service requests and perform routine account/customer maintenance. Will perform special projects as assigned. Normal Hours are 8:00am to 5:00PM, Monday - Friday; some Saturdays 8:00am-12:00pm. Education, Experience and Job Skills High School Diploma or GED certificate required, Associate's degree preferred. 1-year of banking experience preferred. Must have strong customer care skills and attention to detail. Excellent verbal and written communication skills with the ability to respond to customers and co-workers alike. Ability to work in a fast-paced environment. Ability to prioritize tasks and meet designated deadlines. Strong knowledge of Microsoft Office products. Prior experience with Salesforce and FIS/IBS financial software products is preferred but not required. Must be able to work in a team environment and interact in aa positive manner with co-workers and management Efficiency oriented, self-motivated and a flexible team player who is adaptable to change. Basic Qualifications: High School diploma or GED certificate required. Equal Opportunity Employer M/F/Disabled/Vet; If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process or other inquires.

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Construction Operations Specialist is responsible for ensuring that customer service is provided to all internal and external parties and quality loans are generated. This position is responsible for the origination and processing of construction loans and serves as the first point of contact for the construction loan officer and construction processing team for loan level questions and escalations. The Construction Operations Specialist manages a pipeline of active loans. Job Responsibilities: Act as a liaison between sales and operations for construction loans by answering questions and handling loan level escalations. Follow standard operating procedures, job aids, and resources when providing loan support. Monitor an active pipeline of loans, ensuring customer service is provided. Ensure disclosures are issued timely and accurately to borrowers on construction loans by utilizing company compliance reminders and tools. Communicate progress with department managers and senior leadership team; summarize project information and establish business needs and concepts. Create and monitor various reports to ensure pipeline management as needed. Qualifications and Skills: Bachelor's degree or equivalent combination of education/experience, preferred. 5+ years' experience in mortgages. Knowledge of all agency guidelines. Knowledge of compliance and disclosure requirements. Encompass LOS experience, a plus. Excellent organization, prioritization, and time management skills. Excellent conflict management and negotiation skills. Proficient in Microsoft Office suite (Word, Excel and Outlook). This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: Hourly Rate: $23.00 - $25.00 The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************

Join the AgCredit Team: Loan Accountant - Kenton, OH About AgCredit Our mission at AgCredit is to create lifelong opportunities for our customers and employees by striving to be the premier cooperative lender and employer in our rural communities. Our core values focus on relationships, respect, integrity, service, accountability, teamwork and courage for our customers' and employees' success. As a cooperative agricultural lending institution, our commitment is to our customer-owners. Headquartered in Fostoria, OH, AgCredit serves over 7,000 member-owners in 15 lending offices throughout 18 counties across northwest and central Ohio. As part of the nationwide Farm Credit System, we are proud to return our profits back to our members through our patronage program. We hope you'll consider joining our experienced lending team as we continue to serve our customers, employees and communities. Loan Accountant - Ottawa, OH The Loan A ccountant provides support of loan origination, servicing, and reporting. Provides administrative support to lending team. Provides prompt and courteous customer service to internal and external customers, as well as various other functions relating to the daily operations in the lending office. What You'll Do: - Responsible for all loan accounting functions including but not limited to booking loans to the loan system, maintaining member and loan data on the loan and member systems, receipt and disbursement processing, calculating loan payoffs, reviewing reports, processing daily transactions and working with lending team members to ensure the accuracy of member data. - Performs post-closing loan verification, the loan checklist/control sheet process and all other post-closing loan accounting and servicing functions. - Primarily responsible for the lending office's cash management, GL accounting, accounts payable processing, and accounting related fun ctions. - Provides general clerical and administrative support to lending team members including answering phones and greeting members. - Acts as a shared resource for other lending offices and backs up other Loan Accountants when needed. This could include working in another office if needed. What You'll Need: - Two-year degree in Business or Ag Business OR high school graduate with three years of accounting related work experience. - Working knowledge of and experience with general accounting functions, loan documents and legal documents. - Ability to work independently and effectively with a diverse group of people under general supervision. - Strong Communication skills with lending teams and admin personnel. - Demonstrates strong attention to detail. Benefits Offered - Competitive compensation - Top-rated benefits program - 401k Plan with company match - Tuition reimbursement, sponsored training and c areer development opportunities - Generous paid time off with 11 holidays observed - Employee Assistance Program - Community Service PTO - "Dress for your day" dress code Schedule - Monday to Friday, 8:00am-4:30pm Why Work at AgCredit? - We're not just growing-we're growing with purpose and stability. - We encourage a balanced approach to work and life responsibilities. - We invest in our people through continuous learning and career growth. - We live and work in the communities we serve. Diversity Statement / EEO Statement We are an Equal Opportunity Employer. AgCredit strives to recruit, hire, train, and promote individuals without regard to race, color, religion, sex, national origin, age, disability, parental status, marital status, political affiliation, military service, or any other non-merit based factor. EOE including disability/veterans.

Job Description Responsible for assisting with the accounting and deposit operation functions for the Bank. Under general supervision, performs a variety of accounting and operational duties, including posting of Payments Division transactions, according to existing procedures, methods, and systems. Responsible for administering the visa credit and debit programs by performing account maintenance and other assorted functions. Assists customers with issues resulting from bank cards, return checks and ATM adjustments. Qualifications: Education: Associate's degree in accounting or related field. Licenses/Certifications: None. Experience: Two years of related experience and/or training. Or equivalent combination of education and experience. Essential Functions: A: Job Specific: Posts prepaid and other payments group transactions as assigned by the Accounting Operations Manager. Must meet established transaction processing deadlines. Performs checks/reviews on TMS posting(s) and Access Manager Upload daily for accuracy and completeness. Maintains MACRO Excel files for Payments Partners for accurate posting to Sutton DDAs. Records daily drawdowns received from payments networks. Access Manager and TMS posting(s). Reviews all Stop payments- verifies that we have the signed form and/or verifies if completed through online access. Performs ATM adjustments correcting customer deposits that contains errors. Verifies account and adjusts with either a credit or a debit to offset the amount of the actual deposit. Reviews transactions the following day to ensure accuracy. Oversees that the Velocity daily overdraft program procedures are completed and that notices are ran and mailed to the customer. Responsible for administering the Visa Credit Card Program. Performs status updates on accounts when necessary, process credit card applications, administer cards. Administer the EZBusiness program (the online access for our business credit card program). Oversees the Debit Card Program. Reviews report for monthly reissues for debit card. Performs quarterly reviews of the Shazam report(s) in order to delete closed cards. Reviews report for monthly reissues for debit card. Processes debit card dispute forms from Shazam. Reviews customer disputes with vendors relating to charge-backs, issue provisional credit when necessary and record dispute to identify trends. Works with the branches to close over-drawn accounts. Reviews closed account forms initiated by branch personnel to ensure changes have been recorded per the customer's request. Verifies accuracy and completeness. Confirms applicable accounts/cards have been closed. Reviews Director looking for the various forms to ensure change was approved by customer (i.e. ATM Debit Cards, Dormant Forms, Closed Forms, Stop Payments). Reviews Exception Reporting in Director and communicates to branches any necessary updates/maintenance to accounts (i.e. minor accounts, auto payments, etc.). Reviews FIS OSAB reporting to monitor for change of addresses and additional card issue and/or reissues. Processes Scan/Index; awaiting indexing item in Director. Finalizes indexing dispute forms and order/maintenance debit cards as needed. Logs into Discover Card site, pull down prior day reporting and create the Wire Form to send funds. Submits form to ACH/Wire Department. Knowledge/Skills/Abilities: The ability to communicate effectively and clearly, both in verbal and written communications. Excellent interpersonal skills. Strong knowledge of the business area that is being supported. Self-directed and motivated. The ability to manage multiple tasks. Excellent problem-solving skills. Ability to calculate figures as it relates to accounting processes. Sutton Bank is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability or protected veteran status. Job Posted by ApplicantPro

Responsible for assisting with the accounting and deposit operation functions for the Bank. Under general supervision, performs a variety of accounting and operational duties, including posting of Payments Division transactions, according to existing procedures, methods, and systems. Responsible for administering the visa credit and debit programs by performing account maintenance and other assorted functions. Assists customers with issues resulting from bank cards, return checks and ATM adjustments. Qualifications: Education: Associate's degree in accounting or related field. Licenses/Certifications: None. Experience: Two years of related experience and/or training. Or equivalent combination of education and experience. Essential Functions: A: Job Specific: * Posts prepaid and other payments group transactions as assigned by the Accounting Operations Manager. Must meet established transaction processing deadlines. * Performs checks/reviews on TMS posting(s) and Access Manager Upload daily for accuracy and completeness. * Maintains MACRO Excel files for Payments Partners for accurate posting to Sutton DDAs. * Records daily drawdowns received from payments networks. Access Manager and TMS posting(s). * Reviews all Stop payments- verifies that we have the signed form and/or verifies if completed through online access. * Performs ATM adjustments correcting customer deposits that contains errors. Verifies account and adjusts with either a credit or a debit to offset the amount of the actual deposit. Reviews transactions the following day to ensure accuracy. * Oversees that the Velocity daily overdraft program procedures are completed and that notices are ran and mailed to the customer. * Responsible for administering the Visa Credit Card Program. Performs status updates on accounts when necessary, process credit card applications, administer cards. Administer the EZBusiness program (the online access for our business credit card program). * Oversees the Debit Card Program. * Reviews report for monthly reissues for debit card. * Performs quarterly reviews of the Shazam report(s) in order to delete closed cards. * Reviews report for monthly reissues for debit card. * Processes debit card dispute forms from Shazam. Reviews customer disputes with vendors relating to charge-backs, issue provisional credit when necessary and record dispute to identify trends. * Works with the branches to close over-drawn accounts. * Reviews closed account forms initiated by branch personnel to ensure changes have been recorded per the customer's request. Verifies accuracy and completeness. Confirms applicable accounts/cards have been closed. * Reviews Director looking for the various forms to ensure change was approved by customer (i.e. ATM Debit Cards, Dormant Forms, Closed Forms, Stop Payments). * Reviews Exception Reporting in Director and communicates to branches any necessary updates/maintenance to accounts (i.e. minor accounts, auto payments, etc.). * Reviews FIS OSAB reporting to monitor for change of addresses and additional card issue and/or reissues. * Processes Scan/Index; awaiting indexing item in Director. Finalizes indexing dispute forms and order/maintenance debit cards as needed. * Logs into Discover Card site, pull down prior day reporting and create the Wire Form to send funds. Submits form to ACH/Wire Department. Knowledge/Skills/Abilities: * The ability to communicate effectively and clearly, both in verbal and written communications. * Excellent interpersonal skills. * Strong knowledge of the business area that is being supported. * Self-directed and motivated. * The ability to manage multiple tasks. * Excellent problem-solving skills. * Ability to calculate figures as it relates to accounting processes. Sutton Bank is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability or protected veteran status.

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 Range $74,000 -$98,000/ annually 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.