OverviewThe Portfolio Management Team Leader is responsible for leading, managing, and coaching a team of Portfolio Managers while assisting with the strategic implementation and execution of ongoing portfolio management improvements, tools and resources. The PM Team Leader will work closely with business line partners to efficiently and strategically grow the commercial loan portfolio. The PM Team Leader is responsible for ensuring reporting requirements, annual reviews, covenants, spreads, renewals and related underwriting activities are completed timely, accurately and are aligned with the Bank's standards, policies and procedures. The PM Team Leaders will be responsible for assigning appropriate risk ratings, identifying credit risks and recommending appropriate credit actions. This position involves frequent interaction with Market Executives, Credit Risk Officers, Loan Administrative Leader and Loan Operations management.Essential Functions
Drive Portfolio Management strategy, implementation and execution
Recommend improvements to portfolio management processes, procedures and staffing to improve efficiency and effectiveness
Lead, manage and coach a team of Portfolio Managers to ensure risk is managed appropriately in the portfolio.
Generate and monitor reporting related to loan maturities, annual reviews, covenants, financial reporting requirements, delinquency, renewals, conditions and related reports.
Ensure annual reviews and covenant tests are completely consistently and as scheduled, escalating credit risks identified in the process.
Tailor individual and group training when gaps are recognized to ensure skill set progression to maximize performance and professional growth
Assign credit relationships to PM's based on capacity, credit acumen and other factors.
Review and endorse/ or approve Annual Reviews or credit requests ensuring the analysis and related materials are complete and accurate, including credit risk identification and risk rating assignment.
Ensure all loan approval conditions have been met within required time frame
Ensure timely collection, review and evaluation of all financial statement requirements from borrowers and guarantors
Proactively identify and escalate declining financial performance/negative indicators within the loan portfolio on a timely basis
Administer complex construction loans in accordance and in conjunction with the Construction Loan Administration group as needed
Act as the first line of defense to recommend and process timely risk rating changes in conjunction with the Relationship Manager
Initiate and/or complete loan modifications per established protocols
Manage and maintain collateral requirements
Coordinate and assist with criticized loan reports as part of the Watch List program
Act as a liaison with Commercial Loan Operations, Loan Review, Audit, examiners and other departments as required
Jointly call on clients to stay apprised of business activity/performance and serve as additional contact point
Facilitate client service requests
Optimize client relationships and create an exceptional client experience
Comply with all corporate standards and audit-related matters in specific areas of responsibility
Remain current on all banking rules and regulations
Establish increased productivity and profitability
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
Qualifications
Bachelor's Degree Business, Finance, or related degree required
8 - 12 years relevant experience in Commercial Lending as a Portfolio Management Team Leader, Portfolio Manager, Relationship Manager and/or Credit Officer/Underwriter working with complex credits and documentation
preferred And
Ability to perform financial analysis, assess risk, review documentation and coordinate loan closings, Expert/Leader
Very strong credit, analytical, organizational and critical thinking skills, Expert/Leader
Team-oriented with ability to monitor and manage multiple responsibilities simultaneously, Expert/Leader
Ability to manage and coach a team with varying skillsets and backgrounds, Expert/Leader
#LI-CW1
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$53k-100k yearly est. 2d ago
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Director of Enterprise Technology Program Management
Northwest Bancorp, Inc. 4.8
Northwest Bancorp, Inc. job in Columbus, OH
The Director of Enterprise Technology Program Management role will lead and oversee the Northwest Bank's technology transformation initiatives, with the CRM implementation as a key program under its purview. This role will be responsible for driving the successful execution of enterprise-wide technology programs, ensuring alignment with business objectives, regulatory requirements, and customer-centric innovation.
The ideal candidate is a seasoned program leader with a proven track record in enterprise technology transformation, large-scale program management, and stakeholder engagement in financial services.
Essential Functions
* Develop and execute the bank's technology program management strategy, ensuring alignment with business goals and digital transformation initiatives.
* Oversee a portfolio of enterprise technology programs, including but not limited to CRM implementation, data modernization, cloud migration, and core banking enhancements.
* Provide strategic leadership for the bank's CRM transformation initiative, ensuring seamless integration with existing banking systems and alignment with customer engagement strategies
* Establish governance frameworks, methodologies, and best practices for enterprise-wide technology project execution.
* Work closely with executive leadership, business unit heads, and technology teams to align enterprise technology programs with strategic objectives
* Drive cross-functional collaboration to break down silos and foster a culture of digital innovation and transformation.
* Lead change management efforts, ensuring smooth adoption of new technologies across the organization.
* Act as a key liaison between business stakeholders, IT teams, and third-party vendors, ensuring CRM capabilities enhance operational efficiency and customer experience.
Additional Essential Functions
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
Safety and Health for those without supervisory duties
* Abide by the rules of the safety and loss prevention program
* Perform work tasks in a safe manner
* Report any and all injuries to supervisor
* Know what to do in case of an emergency
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
Bachelor's Degree Technology, Business, or a related field
Master's Degree Technology, Business, or a related field
Work Experience
6 - 8 years enterprise technology program management, IT strategy, or digital transformation in the financial services sector.
6 - 8 years Proven experience managing large-scale technology implementations, including CRM, cloud, data platforms, and core banking systems.
General Employee Knowledge, Skills, and Abilities
* Ability to establish effective working relationships among team members and participate in solving problems and making decisions
* Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
* Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
* Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
* Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$114k-144k yearly est. Auto-Apply 60d+ ago
Customer Service Advisor Float - Mentor - Mentor, OH
Wesbanco Bank Inc. 4.3
North Canton, OH job
Back Customer Service Advisor Float - Mentor #22-7922 Multiple Locations Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be housed of the Mentor Banking Center and will floating between Mentor, Chardon, Beldon and Avon Banking Centers.
Market Cleveland Work Hours per Week 40 Requirements
High school diploma or GED required.
Banking, cash handling, sales, and customer service experience preferred.
Job Description
Summary:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, the CSA is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.
Essential Functions:
Excellent Customer Service
Operational and Security Proficiency
Identify referral opportunities
Relationship building
Cross-selling of Bank's products and services
Business development (inside and outside)
Essential Duties and Responsibilities:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
Accepts and accurately processes all financial service transactions.
Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
Complies and operates within security and audit procedures.
Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.
Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services in order to reach individual and team sales goals.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.
Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.
Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Promotes bank products consistently and makes appropriate business line referrals as defined by location goals.
Educates bank team on uncovering opportunities to help advance financial wellness of customers.
Sets priorities and follows through on the implementation of the defined sales and service activities.
Promotes company products and services in the community to assist in the continuing growth of the Bank.
Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
Actively participates in regular sales and staff meetings.
Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.
Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Cross trained and expected to assist with operational duties.
Other Skills and Requirements:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Avon, Ohio, United StatesNorth Canton, Ohio, United StatesChardon, Ohio, United StatesMentor, Ohio, United States
$31k-36k yearly est. 5d ago
Audit Staff - Audit - Wheeling, WV
Wesbanco Bank Inc. 4.3
Remote or Columbus, OH job
Back Audit Staff - Audit #51-8453 Multiple Locations Apply X Facebook LinkedIn Email Copy Location
This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally attend in person meetings, although primary functions of the role are performed remotely).
Market Wheeling Work Hours per Week 37.5 Requirements
Bachelor's degree with a preference in Accounting, Finance or related field; or an Associate's Degree and two years of related Accounting, Audit (External or Internal) and/or Risk Management work experience required.
Job Description
SUMMARY:
Responsible for completing various risk-based internal audits, interacting with various levels of management, and assisting with other audit and special projects, all in accordance with the annual audit plan and global internal audit standards.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
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, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Works under the supervision of the Audit Manager(s).
Performs assigned work within the structure of the departmental procedures and the Global Internal Audit Standards published by the Institute of Internal Auditors.
Conducts audit testing of assigned areas within established/modified timelines.
Assists in the completion of risk-based audit programs.
Evaluates or assists in the evaluation of the adequacy and effectiveness of the company's internal control processes.
Completes assigned audit procedures that test the accuracy and effectiveness of policies, procedures, risk assessments and other documentation.
Prepares work papers that record and summarize assigned audit procedures.
Assists in the development of recommendation(s) for corrective action/improvement.
Maintains and adheres to information security and confidentiality requirements.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Ability to adapt to corporate-wide systems routinely utilized by internal audit staff.
Display personal initiative to foster professional development through formal education and cross training of department functions.
Ability to complete multiple tasks while meeting assigned deadlines.
Ability to complete and comprehend audit processes such as system documentation walk-throughs, source documentation, internal control questionnaires, yield analysis, and lead schedules.
Ability to execute assigned audit areas including inquiry/observation, substantive procedures, analytical review procedures, attribute testing, and concluding on assigned test work.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas, and concepts to management and bank employees in a collaborative and solutions oriented manner.
Possess strong analytical abilities and skills.
Ability to utilize information systems hardware and information systems applications.
Proficient in Microsoft Office including Word, Excel and Outlook.
Full-Time/Part-Time Full-time Area of Interest Audit All Locations Uniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesCincinnati, Ohio, United StatesIndependence, Ohio, United StatesColumbus, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFort Wayne, Indiana, United StatesFrankfort, Kentucky, United StatesHuntington, West Virginia, United StatesIndianapolis, Indiana, United StatesIronton, Ohio, United StatesNew Albany, Indiana, United StatesParkersburg, West Virginia, United StatesPittsburgh, Pennsylvania, United StatesToledo, Ohio, United StatesWheeling, West Virginia, United StatesYoungstown, Ohio, United States Show more
Back Trade Review Officer - Brokerage -Securities Administration #53-8543 Multiple Locations Apply X Facebook LinkedIn Email Copy Location
This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be in all WesBanco Markets.
Market Morgantown Work Hours per Week 37.5 Requirements
Associates Degree in Business, Finance, Accounting or related degree preferred.
Minimum of three years of experience in the securities industry.
Experience and knowledge in Trade Review or Compliance preferred.
Knowledge of a broad range of securities and insurance products, FINRA rules, regulations, Securities and Risk Management principles, current economic and market conditions, legislation required.
Knowledge of criteria for determining best interest and suitability of proposed purchase of securities/insurance products for each individual client's needs and legal principles of client's capacity/authority to transact business, and the authority of agents, attorneys in fact, executors, administrators and others to transact business on client's behalf required.
Series 7 Required
Series 63 & 65 or 66 Required
Series 24 or ability to obtain series 24 within 90 days of employment required
Series 4 and 53 are not required but preferred. (Option to obtain within 180 days of employment)
State Insurance license required.
Job Description
SUMMARY:
Responsible for conducting trade review while adhering to regulatory and firm's policies and procedures. Responsible for working independently with minimal supervision. Completes all assigned compliance training timely and maintains professional licenses as required.
CUSTOMER SERVICE SKILLS:
Must be able to work effectively with a wide variety of departments, managers, staff, clients and auditors.
Represents the Company in civic, community and industry functions to network and develop additional business.
Ability to evaluate and analyze products and services, and vendors.
INTERPERSONAL SKILLS:
Ability to exercise independent sound, judgment and discretion and understand when assistance is needed.
Strong interpersonal and communication (written and verbal) skills.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Responsibilities include Principal Review and approval of transactions while adhering to the firm's established policies and procedures.
Provides Principal Review and approval on variety of business types: equities, mutual funds, annuities, life insurance, advisory, etc.
Maintains product knowledge and assists with the creation of practices and programs as needed.
Communicates with registered representatives for any issues regarding transactions.
Communicates with Compliance on regulatory best interest or suitability concerns.
Provides guidance to registered representatives to resolve escalated issues surrounding trade review.
Reviews daily trade blotter for day-to-day broker activity.
Reviews outside brokerage accounts.
Reviews electronic communications as needed.
Other duties may be assigned.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Proficient skills in Word, Excel and Outlook.
Full-Time/Part-Time Full-time Area of Interest WesBanco Securities All Locations Uniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesWheeling, West Virginia, United StatesCincinnati, Ohio, United StatesToledo, Ohio, United StatesCleveland, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFrankfort, Kentucky, United StatesFort Wayne, Indiana, United StatesParkersburg, West Virginia, United StatesColumbus, Ohio, United StatesHuntington, West Virginia, United StatesCarmel, Indiana, United StatesIronton, Ohio, United StatesPittsburgh, Pennsylvania, United StatesNew Albany, Indiana, United StatesYoungstown, Ohio, United States Show more
Back 140d Trust Relationship Officer - Trust Administration Columbus #31-8230 Columbus, Ohio, United States Apply X Facebook LinkedIn Email Copy Location
This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be Henderson Road (Columbus, OH).
Market Columbus Work Hours per Week 37.5 Requirements
Minimum of one year experience related to Trust, Wealth Management Operations, or other financial services required.
Four-year degree in a business-related field preferred.
Basic accounting background and reconciliation skills preferred.
Job Description
SUMMARY:
Responsible for effective service delivery to current and prospective WesBanco Trust and Investment Services clients and for the administration of basic Trust and Investment Agency relationships. The individual will work closely with a Senior Trust Officer to develop necessary skills and professional credentialing.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
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.
Administers a book of straightforward Trust and Investment Agency accounts. Works with Senor Trust Officer for more complex deals.
Handles daily duties such as account activity, fulfilling client requests, and periodic account reviews.
Develops an understanding of investment strategy and their application within client portfolios.
Develops an understanding of estate planning techniques using Wills and Trusts and their appropriate use within client relationships.
Maintains an understanding of Trust regulations and policy and procedures. Keeps up to date with all applicable regulations. Continues to develop knowledge and attend training programs.
Engages in problem solving for client issues and determining solutions to meet the customer's needs.
Handles routine bill payment and remittance set up for trust clients.
Reviews Overdraft Report and coordinates maintenance with Trust Officer.
Maintains Trust Accounting System items.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas, and concepts to management, bank employees and bank customers in a collaborative and solutions-oriented manner.
Ability to interact effectively across all levels of the organization, including senior management, other departments and vendors.
Ability to accurately follow instructions, multi-task, listen attentively.
Detail oriented with good organizational skills.
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Able to work independently and meet communicated deadlines.
Excellent verbal, written and presentation skills with the ability to define and solve problems.
Team player with a positive outlook.
Interpersonal skills with co-workers, supervisors and clients.
Ability to read and interpret documents.
Ability to write routine reports and correspondence.
Ability to speak effectively before groups of customers or employees of organization.
Must possess basic math skills and understand basic math methodologies used in budgeting, accounting and various calculations.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Proficiency with Microsoft Office products such a Word, Excel and Outlook.
Ability to build and work with Excel spreadsheets, including using formulas.
Full-Time/Part-Time Full-time Area of Interest Wealth Management All Locations Columbus, Ohio, United States
$49k-86k yearly est. 2d ago
Mortgage Loan Originator
Capital Bank Md 4.3
Remote or Rockville, MD job
About Us Capital Bank N.A. is headquartered in Maryland, and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey.
Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker.
Capital Bank Home Loans, a division of Capital Bank N.A., is a premier nationwide mortgage lender. We deliver over $1BLN in new mortgage originations annually with a 50 state platform, in house underwriting and closing, and excellent pricing and products. We invested in digitizing our online mortgage application process to help expedite home buying or refinancing for our customers.
Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Many top ranked mortgage lenders have joined Capital Bank Home Loans and we are looking to grow the business further by bringing in branches or independent originators.
Position Purpose
We are currently hiring experienced Mortgage Loan Originators (MLO) or Teams who proactively identify, develop and maintain a quality network of external relationships and COI's that serve as a source of referrals for new mortgage lending opportunities. The Mortgage Loan Originator performs a wide range of duties related to the origination of residential mortgage loans while providing excellent customer service and effectively managing the pipeline.
Position Responsibilities
Market residential mortgage loan products to real estate agents, prospective homebuyers and/or builder sales representative.
Spend 25% or more of the workday conducting marketing activities and closing business outside of the work-site (including home office).
Originate loan applications ensuring correct pricing, fulfillment of investor guidelines, compliance with federal and state banking credit, and non-discrimination regulations.
Assist the processor in securing needed documentation as required for loan approval.
Constantly review investor guidelines, in order to remain current with agency (FNMA, FHLMC, GNMA, MHF) and individual investor guidelines.
Maintain high levels of customer service while managing each applicant's and support staffs expectations.
Minimum Education & Experience
A minimum of 3 years' work experience originating residential mortgages.
Experience in originating loans for sale to FNMA, FHLMC, GNMA and/or CDA preferred.
Experience using a mortgage loan management system is required; Encompass experience highly preferred.
Technical Knowledge and Skills
Strong interpersonal, communication and customer service skills.
Proficient in Microsoft Office Suite including Word, Excel, PowerPoint, and Outlook.
Working Arrangements
100% remote role
We're currently hiring only within our core locations, which include Maryland (MD), District of Columbia (DC), Virginia (VA), Pennsylvania (PA), Delaware (DE), Indiana (IN), Illinois (IL), South Carolina (SC), Florida (FL), and North Carolina (NC).
Compensation
This is a 100% commission-based role.
Why Join Us?
Join a growing company with a culture that fosters an entrepreneurial spirit
Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more!
Company Contributions to your 401k - Regardless of your contribution
Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more!
Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities
Supporting Businesses. Helping People. Strengthening Communities.
Capital Bank, N.A. is an Affirmative Action, E-Verify, and Equal Opportunity Employer.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$35k-48k yearly est. 2d ago
Private Banker - Private Banking COL - Columbus, OH
Wesbanco Bank Inc. 4.3
Columbus, OH job
Back 5d Private Banker - Private Banking COL #31-8726 Columbus, Ohio, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Henderson Rd. OH., Columbus, OH.
Market Columbus Work Hours per Week 37.5 Requirements
Minimum of 5 years of private banking, retail, consumer and/or commercial lending experience, with an emphasis on sales and business development, as well as trust, wealth management and/or brokerage experience.
Bachelors' Degree in Business, Finance or Accounting is preferred.
Formal credit training is preferred.
Series 7 and 66 license is a plus.
Job Description
SUMMARY:
In this position, you will be responsible for providing full-service banking to high-net-worth individuals.
CUSTOMER SERVICE SKILLS:
Willingness to provide a level of service which will clearly differentiate us from our competitors.
INTERPERSONAL SKILLS:
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
Strong relationship management and business development skills.
Excellent team player.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Meet the credit and depository needs of high-net-worth customers.
Call on current customers and prospects to develop new business by promoting bank services and products.
Cross-sell all other retail products as well as personal trust, investment management, investment products, financial and estate planning services.
Represent the bank in civic, community, and industry function to network and develop additional business.
Keep informed of current economic and market conditions and legislation that may affect customer relationships and department banking activities.
Assist less experienced staff with complex accounts and relationships (mentoring).
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Working knowledge of commercial lending, consumer lending and retail services as it relates to loan policies, documentation, underwriting, and regulatory guidelines.
Working knowledge of account opening policies and procedures.
Understanding of regulatory guidelines.
Working knowledge of the loan application and loan approval process.
Working knowledge of credit analysis and lending functions.
Knowledge of financial ratios and business principles.
Knowledge of financial planning.
Familiarity with fiduciary principles and prudent investing concepts.
Basic knowledge of income, estate and gift tax principles.
Candidate with ties to the area or knowledge of the local market (preferred).
Proficiency in Microsoft Office products including Word, Excel and Outlook.
Full-Time/Part-Time Full-time Area of Interest Wealth Management All Locations Columbus, Ohio, United States
$40k-76k yearly est. 1d ago
Senior Graphic Designer
Northwest Bank 4.8
Northwest Bank job in Columbus, OH
Northwest Bank is seeking a creative, strategic, and detail-oriented Senior Graphic Design Lead to elevate our brand through compelling visual storytelling. This role is responsible for the strategy and execution of high-impact design across digital, print, out-of-home, financial centers, and other experiential formats-ensuring consistency with Northwest's brand identity and voice, For What's Next.
As the Senior Graphic Design Lead within the marketing team, you'll manage design direction from concept through production, collaborating closely with internal stakeholders and agency partners at each step. Your work will directly influence customer perception, drive engagement, and support Northwest's strategic objectives. The ideal candidate will offer a portfolio of creative assets which demonstrate cross-channel and data-driven designs which led to measurable business impact.
Essential Functions
• Serve as the primary design lead, developing assets that visualize our brand identity and foster engaging experiences and business outcomes
• Lead design development for integrated campaigns - across print, digital, email, social media, and out-of-home content
• Partner with key stakeholders to conceptualize and execute creative that supports brand awareness, product adoption, customer experience, community presence, key events, and other moments that drive value for both customers and the organization
• Support the design execution of high-profile brand assets, such as annual reports, signage, internal presentations, and community materials
• Develop design layouts and templates which empower the scaled delivery of communications through sales team member networks
• Translate customer research and performance data into actionable creative and design strategies
• Monitor industry trends to ensure that creative strategies align with evolving customer needs and channel best practices
Additional Essential Functions
• Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
• Work as part of a team
• Work with on-site equipment
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
Bachelor's Degree Graphic Design, Visual Communications, Marketing or related field
Work Experience
6 - 8 years Directly related, progressively responsible work experience
6 - 8 years Experience developing creative assets with Adobe Creative Cloud, Canva or related software
3 - 5 years Experience with branding, typography, color theory, layout, web design, and accessibility standards
3 - 5 years Experience integrating digital and print design strategies
Additional Knowledge, Skills and Abilities
Subject matter depth and breadth expertise required in developing integrated creative strategies across digital, print, and physical channels
Subject matter depth and breadth expertise required in utilizing Adobe Creative Cloud, Canva, or related platforms to develop creative assets
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Back Consumer Loan Resolution Specialist - Credit Resolution #51-8256 Multiple Locations Apply X Facebook LinkedIn Email Copy Location
This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be Bank Plaza - Wheeling, WV, Ellwood City - Ellwood City, PA, Youngstown Main - Youngstown, OH and West Dixie - Elizabethtown, KY.
Market Wheeling Work Hours per Week 22.5 Requirements
High school diploma or General Education Degree (GED).
One year of related experience or training preferred.
Job Description
SUMMARY:
Manages the day-to-day collections of a portfolio of credit lines and consumer and personal loans both secured and unsecured. Maintains a comprehensive knowledge of applicable state and federal regulations relating to collections and ensure that the Bank's policies and procedures are compliant with the same. Prepares files as an account progresses in delinquency and make recommendations to management as to the required action needed to secure possession of our collateral and/or payment of the past due amount.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
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, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Initiates outbound and receives inbound phone calls relating to the collection of delinquent accounts.
Reduces delinquency, prevents repossessions and/or foreclosure, and minimizes charge offs/charge downs on assigned accounts.
Determines reason for non-payment.
Completes Skip Trace on accounts to locate customers for which you have not established phone contact to verify phone number, address, place of employment for the maker and co-maker(s) on the account.
Reviews all bank systems as needed (FIS/IBS, Image Centre, etc.) to determine the scope of the customer relationship as well as facilitate in the collection of the account.
Prepares necessary documentation for modifications, extensions, and file evaluation.
Negotiates payment arrangement with borrower(s).
Maintains detailed tracking log on all accounts as you work through the collection process.
Processes GL and Payment Tickets as applicable when payment is received.
Researches and resolve billing and/or payment disputes on assigned accounts.
Verifies "Proof of Insurance" for collateralized loans as needed.
Orders appraisals when appropriate.
Analyzes loan/collateral file to make recommendation for appropriate action.
Reviews personal credit and asset reports to make recommendations as to appropriate strategy.
Organizes and prepare files to be referred for repossession and/or foreclosure.
Makes appropriate file notations for all correspondence and any other events to Intellect system.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Ability to research problem situations and recommend appropriate action.
Professional appearance and demeanor, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions-oriented manner.
Possess effective organizational skills and ability to handle detail-oriented work with promptness.
Ability to work in a fast-paced environment.
Full-Time/Part-Time Part-time Area of Interest Credit Administration All Locations Wheeling, West Virginia, United StatesEllwood City, Pennsylvania, United StatesElizabethtown, Kentucky, United StatesYoungstown, Ohio, United States
$33k-51k yearly est. 2d ago
Commercial Banking Market Executive
Northwest Bank 4.8
Northwest Bank job in Columbus, OH
We are growing in Columbus!
The Commercial Banking Market Executive is responsible for leading and coaching a team of relationship managers to grow portfolio of C&I banking relationships through the addition of new clients and the expansion of existing relationships. The Commercial Banking Market Executive will provide oversight, guidance, advice and support to relationship managers as needed to ensure adherence to corporate policy and risk parameters, appropriate loan structure/pricing, cross-sale penetration and prospect conversion.
Essential Functions
Develop new and expand existing commercial banking relationships and partnerships with branches, treasury management, trust and investments to promote additional business opportunities and profitability for Northwest
Prospect actively and successfully bringing in new relationships to Northwest
Achieve and exceed budget goals as assigned to Region
Actively participate in community and professional networking events
Develop meaningful “Centers of Influence” relationships
Encourage clients and their employees to maintain their personal banking at Northwest
Establish market sales and 1 on 1 coaching meetings to promote best practices and help win business
Engage with various product partners on a regular basis to discuss cross sell opportunities and referrals to expand and deepen client relationships
Work closely with Credit Administration, Loan Review, Special Assets, and Senior Management in providing feedback on the condition of loan portfolio
Manage a commercial loan portfolio
Develop close working relationship with Portfolio Management Team Leader and develop new and expand existing commercial banking relationships
Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required
Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis
Ensure noncredit clients have appropriate treasury management and other related commercial services and risk ratings are appropriate
As required, collect on delinquent accounts
Analyze financial statements and related credit material to assess risk on a continuous basis in conjunction with Portfolio Management
Complete loan closings in conjunction with Portfolio Management
Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management, compliance with Northwest policies and procedures, and compliance with Federal and State regulations
Participate in continued sales, product and credit training
Maintain a working knowledge of all treasury management services
Complete all required Compliance training in a timely basis
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
Complete special projects as assigned
Education, Experience and Skills
Bachelor's Degree in Business, Accounting, Finance, Economics, or Marketing
More than 15 years of commercial lending experience
Experience managing a sales team
Experience consistently delivering strong sales performance and exceeding goals
Comprehensive knowledge and understanding of commercial lending, loan servicing, and credit and non-credit products
Strong negotiating skills in terms, loan structure, and pricing.
Commercial credit and sales training from a banking organization or equivalent preferred.
#LI-EK1
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$62k-86k yearly est. Auto-Apply 49d ago
Senior Credit Workout Officer IV
Northwest Bancorp, Inc. 4.8
Northwest Bancorp, Inc. job in Columbus, OH
The Senior Credit Workout Officer IV is responsible for a variety of duties including (i) meeting with borrowers, and (ii) evaluating management teams and business plans to determine whether or not to retain or exit credit, while negotiating with professionals to establish a workout or exit plan.
Essential Functions
* Ensure integrity of loan documentation
* Review loan documents for perfection of collateral
* Analyze financial statements
* Identify and resolve problems / issues
* Record all agreements and conversations
* Prepare correspondence and documentation for workout plan
* Discuss credit grades and workout procedures
* Issue demand letters
* Monitor collection activity and bankruptcies
* Obtain judgments
* Establish workout or exit plans
* Report agreed payment terms and plans
* Locate and inspect collateral
* Coordinate foreclosures
* Partner with loan officers
* Prepare for litigation
* Coordinate liquidation and sale of assets with appropriate staff and counsel
* Order appraisals
* Initiate chargeoffs and write downs
* Negotiate with professionals to establish a workout or exit plan
* Interact with other financial institutions and examiners
* Recommend the best loss mitigation strategy
* Work with minimal direct supervision and use independent judgment and decision making
* Prepare reviews and quarterly reports on workout loans
* Recommend improvements to workout policies and procedures
* Build relationships with internal customers
* Maximize available technology tools
* Minimize departmental costs
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
Education + Experience
* Bachelor's degree in business / accounting or finance degree or related subject matter
* 8-12 years of experience of experience in an area related to commercial lending including special assets, loan review, credit and / or lending
* Ability to analyze data, bankruptcy, foreclosures, and repossession
This position is based onsite Monday - Thursday with Friday as an optional work from home day.
#LI-EK1
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$105k-161k yearly est. Auto-Apply 57d ago
Director of Executive Compensation
Northwest Bancorp, Inc. 4.8
Northwest Bancorp, Inc. job in Columbus, OH
As the Director of Executive Compensation within Northwest's Human Resources department, this individual will report to the Chief People Officer (CPO) and work with a team of HR professionals in a fast-paced and dynamic work environment. The role will deliver effective solutions and advice to the CPO, as well as Executive Leadership of the business on aspects related to executive compensation within Northwest's total rewards programs.
Essential Functions
* Advise the CPO and management on all executive, equity incentive and non-employee director compensation matters, including but not limited to latest market practice, regulatory changes, proxy changes/enhancements.
* Co-Lead (with the CPO) planning, preparation, and distribution of meeting materials for C-Suite executives and the Compensation Committee of the Board of Directors
* Manage the administration of the stock plans, prepare information for participants, prepare reports, conduct analyses and manage equity related projects in addition to preparing Compensation Committee meeting materials and proxy materials
* Monitor executive compensation and equity regulations and collaborate with legal, accounting and tax departments to ensure compliance with all regulations and laws
* Gather and help prepare relevant regulatory filings and reporting information such as the CD&A section of the proxy statement, Form 8-Ks, etc.
* Monitor and recommend design enhancements to executive pay programs where market and regulatory environment may deem necessary to remain competitive or compliant
* Process equity award activities including grants, agreements, vesting, exercises, terminations, ESPP enrollments and purchases, etc.
* Assist in the analysis and administration of long-term incentive programs, including budgeting and planning, tracking, modeling and delivery
* Serve as primary contact for internal and external audit partners for executive compensation and equity related inquiries
* Provide analytical support for the design and administration of firmwide incentive and executive compensation programs
* Assist in strategic initiatives across the Compensation team, including M&A and special incentives, and other ad hoc key initiatives that may require cross coordination within Compensation and across HR
* Research, gather, and synthesize business-level and firm-level performance data in support of Northwest's pay-for-performance philosophy
* Analyze financial metrics, stock price performance, and executive pay including equity.
* Proactively liaise with partners in Finance, Strategy, Legal, HR, IR, External Compensation Consultant, and other functions as needed.
* Liaise with incentive plan participants/executives around compensation with clear and confident communication, both written and verbal.
* Assist with ad hoc executive compensation related inquiries, including preparing exhibits, charts, graphs, and tables.
* Become a "super-user" with the Compensation System
* Conduct audits and reconciliations
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
Education and Experience preferred
* Bachelor's degree
* 6-8 years of executive compensation experience required. Preferably in banking, financial services, and/or consulting.
* Strong analytical, research, and problem-solving skills.
* Strong project management, planning, organizational, and time management skills
* Discretion in dealing with confidential information and senior level leaders
* Able to deal with complex financial/compensation data, work independently and meet tight deadlines combined with high degree of accuracy and attention to detail.
* Self-starter that thrives in a team-oriented environment and can balance competing deadlines.
* Advanced proficiency with MS Office (Excel, PowerPoint, Outlook, Word).
This position is based onsite Monday - Thursday with Friday as an optional work from home day.
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$74k-97k yearly est. Auto-Apply 60d+ ago
Resolution Analyst
Northwest Bancorp, Inc. 4.8
Northwest Bancorp, Inc. job in Columbus, OH
The Resolution Analyst is responsible to identify the applicable laws and regulations related to complaints, while also performing research, investigation, negotiation, and resolution of all types of customer appeals and grievances. Essential Functions
* Understand the reasons and factors behind complaints and working toward solving customers' problems
* Assist in identifying root cause issues when working through customer complaints, meeting with product development teams and relaying customer complaints relating to their product, customer service and support executives in order to provide solutions for complaints regarding non-compliant customer service, meeting with customers and handling their complaints directly, and in preparing reports, discuss reports and manage meetings with outside/internal examiners regarding compliance functions listed above
* Ensure document and data integrity, and compliance within subsidiaries and affiliates
* Review the list of complaints from customers
* Monitor complaints and works toward reducing their numbers
* Communicate guidance to appropriate business units
* Prepare findings report and executive & board summary reports
* Analyze complaints and determine root cause
* Keep an inventory of customer complaints in order to review them and improve the standards of Northwest
* Maintain regulatory compliance in nontraditional banking business units
* Recommend improvements to procedures
* Maximize technology tools available, and benefits to Northwest
* Minimize departmental non-payroll costs and risk
Additional Essential Functions
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
Additional Responsibilities
* Complete special projects as assigned
Safety and Health for those without supervisory duties
* Abide by the rules of the safety and loss prevention program
* Perform work tasks in a safe manner
* Report any and all injuries to supervisor
* Know what to do in case of an emergency
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
Bachelor's Degree in business or related degree
Work Experience
2 - 6 years of customer service and/or regulatory compliance business related experience
General Employee Knowledge, Skills, and Abilities
* Ability to establish effective working relationships among team members and participate in solving problems and making decisions
* Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
* Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
* Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
* Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Additional Knowledge, Skills and Abilities
Excellent customer service ethics and troubleshooting skills Working
Exceptional communication skills
Has a genuine concern for customer complaints, strong ability to investigate complaints in order to determine the root cause, and is creative in finding solutions for complaints
Organized and meticulous
Maintains outstanding customer relations
Ability to work under stress, and highly result oriented
Ability to provide and implement a regulatory compliance program for non-traditional banking functions and ability to provide ongoing monitoring of those business units
Ability to aid in the enhancement of the Company's Fraud protection program.
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$32k-45k yearly est. Auto-Apply 42d ago
SBA Underwriter III
Northwest Bancorp, Inc. 4.8
Northwest Bancorp, Inc. job in Columbus, OH
The SBA Underwriter III role supports the Commercial and Small Business Banking lines of business. This position functions as a credit resource who engages in eligibility determination, recommends appropriate loan structures, analyzes financials/projections and underwrites facility for a wide range of business credits while maintaining appropriate service level agreement. This position underwrites more complex credits and may coach and mentor junior underwriters.
The ideal candidate will help us grow the line of business through thoughtful efficiency recommendations and will become a trusted resource for the SBA sales team.
Essential Functions
* Efficiently and thoroughly determine the credit worthiness of new SBA loan requests and risk ratings for annual reviews
* SBA loan decision authority under the Dual Loan Approval Authority matrix structure
* Disseminate Northwest's and SBA credit risk appetite to lenders and team partners in their assigned regions
* Engage in monitoring of all SBA credit-related portfolio trends, and banking rules and regulations applicable to SBA loan portfolio
* Review and decision SBA credit requests, annual reviews and portfolio monitoring / management up to designated joint lending authority
* Determine the appropriate level of credit underwriting and due diligence to appropriately characterize the risk profile of each credit
* Identify credit strengths, weaknesses, and mitigating factors
* Engage in pre-flight reviews of credits
* Determine eligibility requirements based on SBA SOP
* Meet or exceed established service level expectations
* Review term sheets and commitment letters prior to issuance to customers
* Prepare and present updates as needed to senior leadership
* Support the Bank in developing understanding of SBA eligibility and processes within the organization
* Support training across organization as needs arise
* Ensure complete data integrity in origination and annual review process and ensuring that loan requests are accurately and completely presented
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
Education + Experience
* Bachelor's degree in accounting or finance related degree preferred
* 5-6 years of experience in SBA lending or credit administration including credit analysis, portfolio management, loan review and/or special assets with a focus on SBA required
* Experience with and knowledge of SBA eligibility required
* Experience with and knowledge of USDA programs preferred
* Experience as a Commercial Loan Officer preferred
#LI-EK1
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$37k-51k yearly est. Auto-Apply 60d+ ago
Commercial Real Estate Intern
Northwest Bank 4.8
Northwest Bank job in Columbus, OH
Northwest Bank is a trusted financial institution committed to relationship-driven growth and innovative solutions in commercial real estate finance. Our CRE team partners with developers, investors, and businesses to deliver tailored financing solutions across construction, permanent loans, and syndicated transactions. This internship program is designed to provide hands-on experience in CRE banking and prepare future professionals for careers in real estate finance.
Position Summary:
Northwest Bank is seeking a motivated and detail-oriented Commercial Real Estate Intern to support our CRE Banking team. This role offers exposure to underwriting, portfolio management, market research, and financial analysis within a dynamic real estate lending environment. The intern will assist in data input, reporting, and ad hoc projects that help drive strategic decisions for the CRE business.
Key Responsibilities:
Assist in underwriting support, including gathering financial statements, rent rolls, and market data for loan analysis.
Support portfolio management by updating covenant tracking, monitoring property performance, and preparing risk reports.
Conduct market research on real estate trends, comparable sales, and absorption rates to inform credit decisions.
Perform data analysis and input into internal systems for pipeline tracking and loan monitoring.
Prepare ad hoc reporting for the Executive Director to support business strategy and performance reviews.
Collaborate with team members on special projects related to credit policy, capital markets, and competitive analysis.
Assist in creating presentation materials for internal committees and external partners
Qualifications:
Currently pursuing a Bachelor's degree in Finance, Real Estate, Economics, Business, or a related field.
Strong interest in commercial real estate finance, underwriting, and market analysis.
Excellent analytical and research skills with attention to detail.
Proficiency in Microsoft Excel and PowerPoint; strong understanding of Excel and financial modeling experience preferred.
Ability to manage multiple tasks and maintain confidentiality.
What You'll Gain
Hands-on experience in CRE underwriting and portfolio management.
Exposure to real-world deal structuring and market analysis.
Mentorship from senior CRE banking professionals.
Opportunities to contribute to strategic projects and gain insight into capital markets.
Networking and potential for future employment in commercial real estate finance.
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$27k-32k yearly est. Auto-Apply 5d ago
Executive Director, Consumer and Marketing Analytics
Northwest Bank 4.8
Northwest Bank job in Columbus, OH
The Executive Director of Consumer & Marketing Analytics will lead a unified analytics function that supports Northwest Bank's consumer and marketing strategies. This role will harness internal and external data to drive profitable growth, optimize customer experiences and inform strategic decisions across pricing, segmentation, staffing, and marketing investment. As a key member of the leadership team, this individual will serve as a strategic partner to business lines, marketing, finance and technology, ensuring data-driven insights are translated into actionable outcomes.
Essential Functions
• Strategic Analytics & Insights
• Develop and deploy advanced analytics to support deposit pricing, customer segmentation and marketing ROI.
• Influence the creation of data models and insights that drive customer acquisition, retention and deepening across consumer, small business, and wealth segments.
• Build repeatable analytical processes to evaluate product usage, customer behaviors and profitability.
• Marketing Effectiveness & Research
• Refresh methodologies to measure the impact of marketing investments on brand growth and business outcomes.
• Conduct and integrate primary and secondary market research to inform product, brand and customer experience strategies.
• Present insights through compelling storytelling and data visualization to executive stakeholders.
• Voice of the Customer (VoC) & Customer Experience Leadership
• Oversee the strategic design and execution of VoC research studies that support the bank's customer experience (CX) practice.
• Partner closely with the bank's customer experience leader, who is accountable for leveraging VoC insights to shape and drive CX strategy.
• Ensure VoC research is methodologically sound and aligned with enterprise priorities, delivering actionable insights to internal stakeholders.
• Operational Optimization
• Build and manage staffing models to optimize sales and service across financial centers, wealth management, and contact centers.
• Collaborate with HR and sales leadership to redesign incentive plans and goal-setting frameworks.
• Influence financial center location decisions using economic, demographic, and competitive data.
• Data Strategy & Governance
• Partner with the Chief Data Officer and IT to advance the bank's long-term data strategy, infrastructure, and governance.
• Serve as a key influencer of the marketing technology stack, including analytics platforms, customer data platforms, and automation tools.
• Collaborate with the data team to design and implement a householding solution that enhances customer analytics, segmentation, and personalized engagement.
• Leadership & Collaboration
• Lead a cross-functional analytics team and foster a culture of data-driven decision-making.
• Collaborate with Marketing, Finance, Technology, and Business Line leaders to align analytics with strategic priorities.
• Act as a thought leader in analytics, representing Northwest Bank at industry forums and conferences.
Additional Essential Functions
• Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
• Work as part of a team
• Work with on-site equipment
Safety and Health for those without supervisory duties
• Abide by the rules of the safety and loss prevention program
• Perform work tasks in a safe manner
• Report any and all injuries to supervisor
• Know what to do in case of an emergency
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
Bachelor's Degree Data Science, Applied Mathematics, Marketing Analytics Master's Degree
Work Experience
More than 15 years In advance analytics, marketing measurement, and strategic decision support, preferably in financial services
8 - 12 years Expertise in SQL, SAS, Tableau, Power BI, and other analytics tools
8 - 12 years Deposit pricing, elasticity modeling, and marketing attribution
Executive Knowledge, Skills, and Abilities
• Ability to develop and implement an organizational vision which integrates key strategic goals, priorities, values, and other factors
• Ability to balance change and continuity - to continually strive to improve customer service and program performance, to create a work environment that encourages creative thinking, and to maintain focus, intensity and persistence, even under adversity
• Ability to design and implement strategies which maximize employee potential and foster high ethical standards in meeting the Northwest's vision, mission, and goals
• Ability to make timely and effective decisions and produce results through strategic planning and the implementation and evaluation of programs and policies
• Ability to acquire and administer human, financial, material, and information resources in a manner which instills public trust and accomplishes Northwest's mission, and to use new technology to enhance decision making
• Ability to explain, advocate and express facts and ideas in a convincing manner, and negotiate with individuals and groups internally and externally
• Ability to develop an expansive professional network with other organizations
• Knowledge of key national and industry policies and economic, political, and social trends that affect Northwest; Understands near-term and long-range plans and determines how best to be positioned to achieve a competitive business advantage
Additional Knowledge, Skills and Abilities
Be skilled in SQL, SAS, Microsoft Power BI, Tableau, and other advanced analytic tools and methodologies; expertise in data structures
Possess a proven record of strong interpersonal skills - this position requires substantial interaction with bank representatives at all levels, including senior management. The ability to communicate persuasively, both orally and in writing
Translating complex analyses into compelling narratives to advocate for marketing spend, product enhancements, staffing optimization, and to drive critical initiatives forward
Possess excellent project management and cross-functional collaboration skills by working closely with teams across the organization, including Marketing, Information Technology, Executive Leadership Team, Network leaders and sales team members, Finance, and Human Resources
Possess an understanding of consumer deposit pricing, elasticity, and economic factors impacting consumer behavior and bank profitability
Large bank experience a plus, specifically managing demands of multiple stakeholders and collaborating across marketing, technology, product, risk management, and lines of business
A degree or coursework in computational mathematics, data science, or applied math would be beneficial
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$91k-134k yearly est. Auto-Apply 60d+ ago
Teller - Part Time
Northwest Bancorp, Inc. 4.8
Northwest Bancorp, Inc. job in North Ridgeville, OH
Northwest Tellers are important members of our retail network team because they often have the most interaction with our customers. Northwest Tellers provide an excellent customer service experience by welcoming customers, efficiently processing transactions, resolving problems, providing education service, and uncovering financial needs for referral to the appropriate line of business.
ESSENTIAL FUNCTIONS:
* Achieve financial wellness activity goals, such as identifying referral opportunities and contributing to the overall office's overall sales performance goals
* Assist customers and visitors with questions, problem resolution, and other needs. Proactively engage with customers to understand needs and inform them of product/service features and benefits. Refer customers to appropriate team member for complex requests or products/services.
* Actively engage with and greet customers and take ownership to resolve any customer issues or concerns
* Balance teller drawer daily and participate/assist in office meetings/huddles, operations meetings, and dual control balancing of vault, ATM, and any other device, as needed
* Deliver on our North(west) star experience and champion our customer's financial wellness through delivery of exceptional customer experience - both in person, over the phone, and through email communications.
* Exceptional delivery of our 5 Culture Promises
* Complete educational training as assigned and self-educate using bank designed programs and applications
* Have general knowledge of all office systems and software, perform maintenance and possess an in-depth knowledge of bank products, services, and digital offerings
* Knowledge and adherence to all security and dual control processes
* Responsible to participate in branch opening and closing tasks as needed
* Protect the bank from unnecessary risk by following compliance, risk, and operational procedures
* Work as a team with co-workers to complete daily tasks, demonstrating respect and professionalism, being prompt, and supporting management with special requests as needed
* Work evening hours and weekends as scheduled, assigned, or necessary
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
KNOWLEDGE, SKILLS, & ABILITIES:
* Ability to establish effective working relationships among team members and participate in solving problems and making decisions
* Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
* Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
* Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
* Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
* Knowledge of computers and the Teller System
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:
* High School Diploma or equivalent preferred
Work Experience:
* Customer service experience preferred
* Cash handling experience preferred
* Banking and/or retail experience preferred
All applicants will be screened; however, only those most closely matching the qualifications of the job posting will be contacted. You can check the status of your application by logging back into your account. We appreciate your interest in our position!
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Back Trade Review Officer - Brokerage -Securities Administration #53-8543 Multiple Locations Apply X Facebook LinkedIn Email Copy Location
This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be in all WesBanco Markets.
Market Morgantown Work Hours per Week 37.5 Requirements
Associates Degree in Business, Finance, Accounting or related degree preferred.
Minimum of three years of experience in the securities industry.
Experience and knowledge in Trade Review or Compliance preferred.
Knowledge of a broad range of securities and insurance products, FINRA rules, regulations, Securities and Risk Management principles, current economic and market conditions, legislation required.
Knowledge of criteria for determining best interest and suitability of proposed purchase of securities/insurance products for each individual client's needs and legal principles of client's capacity/authority to transact business, and the authority of agents, attorneys in fact, executors, administrators and others to transact business on client's behalf required.
Series 7 Required
Series 63 & 65 or 66 Required
Series 24 or ability to obtain series 24 within 90 days of employment required
Series 4 and 53 are not required but preferred. (Option to obtain within 180 days of employment)
State Insurance license required.
Job Description
SUMMARY:
Responsible for conducting trade review while adhering to regulatory and firm's policies and procedures. Responsible for working independently with minimal supervision. Completes all assigned compliance training timely and maintains professional licenses as required.
CUSTOMER SERVICE SKILLS:
Must be able to work effectively with a wide variety of departments, managers, staff, clients and auditors.
Represents the Company in civic, community and industry functions to network and develop additional business.
Ability to evaluate and analyze products and services, and vendors.
INTERPERSONAL SKILLS:
Ability to exercise independent sound, judgment and discretion and understand when assistance is needed.
Strong interpersonal and communication (written and verbal) skills.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Responsibilities include Principal Review and approval of transactions while adhering to the firm's established policies and procedures.
Provides Principal Review and approval on variety of business types: equities, mutual funds, annuities, life insurance, advisory, etc.
Maintains product knowledge and assists with the creation of practices and programs as needed.
Communicates with registered representatives for any issues regarding transactions.
Communicates with Compliance on regulatory best interest or suitability concerns.
Provides guidance to registered representatives to resolve escalated issues surrounding trade review.
Reviews daily trade blotter for day-to-day broker activity.
Reviews outside brokerage accounts.
Reviews electronic communications as needed.
Other duties may be assigned.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Proficient skills in Word, Excel and Outlook.
Full-Time/Part-Time Full-time Area of Interest WesBanco Securities All Locations Uniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesWheeling, West Virginia, United StatesCincinnati, Ohio, United StatesToledo, Ohio, United StatesCleveland, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFrankfort, Kentucky, United StatesFort Wayne, Indiana, United StatesParkersburg, West Virginia, United StatesColumbus, Ohio, United StatesHuntington, West Virginia, United StatesCarmel, Indiana, United StatesIronton, Ohio, United StatesPittsburgh, Pennsylvania, United StatesNew Albany, Indiana, United StatesYoungstown, Ohio, United States Show more
$59k-98k yearly est. 3d ago
Commercial Banker - Toledo - Sylvania, OH
Wesbanco Bank Inc. 4.3
Sylvania, OH job
Responsible for the management of borrowing and depository relationships with commercial clients, focusing on Lending. In addition, you will also be responsible for the solicitation of new commercial clients through direct sales calls. The development of community and business relationships is necessary to facilitate sales referrals to our sales partners (trust, insurance, treasury management, retail, mortgage partners) and to maintain knowledge of local business conditions. This commercial banking officer must also support the Bank's CRA lending initiatives
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Originates and Manages lending and deposit relationships with middle market as well as larger commercial customers.
Maintains and effectively manage an individual commercial portfolio in all respects.
Analyzes financial statements and customer profiles to support the needs of existing and potential customers.
Works with other bank departments, such as CRM and BBS to effectively manage the credit process.
Works on multiple complex projects simultaneously, and successfully.
Works closely with the Special Asset Unit in the collection of past due loans and workout of problem credits.
Actively participates in community and civic organizations. Leverages both community development and external relationships in order to meet bank growth and community development goals.
Promotes banking services to existing and perspective commercial customers.
Assist with the coordination of CRA lending initiatives within the corporate lending department.
Supports the bank's sales culture. Originates, develops and maintains relationships with commercial customers for their financial needs through direct and ongoing sales calls and referrals.
Provide loan structures to meet customer needs and ensure that appropriate documentation exists in order to adequately protect the bank. Adheres to bank policy.
Originates new business opportunities through outside business development sales calls to centers of influence and perspective customers.
Follows up all internal and external customer referrals. Actively supports all internal business units by providing quality referrals through development of community and business relationships.
Responsible for the sales management of assigned accounts.
Other Skills and Abilities
Willingness to provide a high level of professional service which will clearly differentiate us from our competitors.
Employee must be willing to become familiar with and promote bank products and services.
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees, bank customers and prospects.
Must be willing to work as part of a team.
Must possess a high degree of leadership skills.
Possess ability and commitment to develop business relationships with business borrowers.
Ability to work under pressure.
Other Requirements
Travel required for training, meetings and to meet with clients and prospects.
Must be willing to become familiar with and promote bank products and services
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Northwest Bank may also be known as or be related to Northwest Bancshares, Northwest Bancshares Inc, Northwest Bancshares, Inc. and Northwest Bank.