Personal banker jobs in Dayton, OH

Are you ready to be part of a company that's not just talking about the future, but actively shaping it? Join The AES Corporation (NYSE: AES), a Fortune 500 company that's leading the charge in the global energy revolution. With operations spanning 14 countries, AES is committed to shaping a future through innovation and collaboration. Our dedication to innovation has earned us recognition as one of the Top Ten Best Workplaces for Innovators by Fast Company in 2022. And with our certification as a Great Place to Work, you can be confident that you're joining a company that values its people just as much as its groundbreaking ideas. AES is proudly ranked #1 globally in renewable energy sales to corporations, and with $12.7B in revenues in 2023, we have the resources and expertise to make a significant impact as we provide electricity to 25 million customers worldwide. As the world moves towards a net-zero future, AES is committed to meeting the Paris Agreement's goals by 2050. Our innovative solutions, such as 24/7 carbon-free energy for data centers, are setting the pace for rapid, global decarbonization. If you're ready to be part of a company that's not just adapting to change, but driving it, AES is the place for you. We're not just building a cleaner, more sustainable future - we're powering it. Apply now and energize your career with a true leader in the global energy transformation. The Short-Term Trader/Dispatcher I is in charge of the strategic management of AES generation assets in the Day-Ahead and Real-Time energy markets within various Regional Transmission Organizations (RTOs)/Independent System Operators (ISOs). This is a role within AES Clean Energy Market Operations and is a 24X7 operation. Employees will work abnormal schedules which include nights, weekends, and holidays. Personal flexibility to adjust schedules as needed is fundamental. This position is posted as a range of I-II. Qualifications, education and experience will be considered in resolving appropriate grade level. Duties and Responsibilities: Handling the Day-Ahead and Real-Time operations of the AES Clean Energy Portfolio. Dispatching generation based upon economic conditions and operational constraints. Developing load and wind generation forecasts. Scheduling the Day-Ahead bidding of power into the respective RTO/ISO market. Monitoring and analyzing market information to identify dispatching and trading opportunities to increase profitability. Monitoring weather forecasts within various RTO/ISO markets. Running dispatch and trade decisions with a continuous focus on balancing risk versus return to produce maximum profitability. Coordinating unit availability, outage schedules, unit start-up and shutdown times, and communicating all vital information to commercial operations, plant personnel and the respective RTO/ISO. Ensuring compliance with AES Risk Management Policy. Verifying transactions and settlement information and resolve discrepancies as needed. Education/Experience Short-Term Trader/Dispatcher I: Bachelor's degree, preferably in Business, Engineering, Finance, or a computer-related field. 0-2 years of energy experience preferred. Desired areas of expertise: power generation coordination and marketing, real-time scheduling and dispatch, or power trading. PJM Generation Certification preferred. If not certified, must have ability to become certified within six months. Knowledge/Skills Knowledge of the wholesale power market. Knowledge of multiple RTOs/ISOs (PJM, CAISO, ERCOT, ISONE, NYISO, MISO). General knowledge of FERC and NERC rules and regulations preferred, but not required. Excellent interpersonal skills. Strong attention to detail. Ability to work independently and tackle problems with limited supervision. AES is an Equal Opportunity Employer who is committed to building strength and delivering long-term sustainability through diversity and inclusion. Respecting all backgrounds, differences and perspectives enables us to improve the lives of our people, customers, suppliers, contractors, and the communities in which we live and work. All qualified applicants will receive consideration for employment without regard to sex, sexual orientation, gender, gender identity and/or expression, race, national origin, ethnicity, age, religion, marital status, physical or mental disability, pregnancy, childbirth, or related medical condition, military or veteran status, or any other characteristic protected under applicable law. E-Verify Notice: AES will provide the Social Security Administration (SSA) and if necessary, the Department of Homeland Security (DHS) with information from each new employee's I-9 to confirm work authorization.

Love MadTree? Want to be part of our team? We'd love to hear from you-even if we don't have any open positions right now! With beautiful spaces in Oakley, Over-the-Rhine, and Summit Park in Blue Ash, we're constantly looking for great people to add to the team. Here's what you can do: Tell us what kind of job you'd like at MadTree Share your resume or story with us! Don't worry if you don't have a resume. We want to know about you! You can: Tell us in your own words why you're excited to work at MadTree Share any skills or hobbies that you think would make you great for our team Describe a time when you worked hard to achieve something Tell us about your favorite MadTree experience We'll keep your information handy, and if something comes up that seems like a good fit, we might reach out! While we can't guarantee when opportunities will open up, making a connection now means you'll be on our radar when they do. Ready to connect? Hit that "Apply Now" button and let's get started! About MadTree Founded in 2013, MadTree is an award-winning brewery that's rooted in Cincinnati and planted in purpose. Driven to craft great beer - but more importantly - build a business dedicated to doing good, MadTree protects and celebrates nature while reducing impact on the environment. MadTree is a B-Corp certified company and proud member of 1% for the Planet with a commitment to donate 1% of sales to local, sustainable nonprofits. MadTree strives to create warm and welcoming experiences, exceed expectations, and most importantly, plant a better community. They put purpose in every pour and raise a glass to doing things differently. Cheers. We are MadTree. Rooted in Cincy. Planted in Purpose. BENEFITS AND PERKS AT MADTREE MadTree offers all team memebers the following perks and benefits: Discounted food, beverage, and merch Quarterly MadTree gift card allowance 401(k) retirement plan with company match FREE in-person or video therapy sessions (8 sessions per mental health need) UNLIMITED FREE text-based therapy services Paid Volunteer Time In addition to the above, all full-time employees also receive… Paid Time Off Subsidized Medical and Dental insurance Voluntary vision, life, and disability insurance MadTree is committed to building a diverse, equitable, and inclusive workforce that is rooted in Cincy and planted in purpose. We offer a competitive compensation package plus great benefits like subsidized health insurance, free mental health support, a retirement plan with a match, paid time off, and many other great perks.

Full-time Description The Universal Banker is the core role within the retail branches. There are 3 levels within the Universal Banker job family with progressive responsibilities. All Universal Bankers provides exceptional front line customer service and sales within the branch. The Universal Banker 3 supervises assigned employees and is regarded as senior member of retail team. Is able to perform all Universal Banker job duties, including advanced functions, with accuracy and reliability. Serves as back-up to Branch Leadership as needed. Duties and Responsibilities: Provides excellent customer service by processing customer transactions and handling account maintenance; answers customer inquiries both in person and on the telephone including Customer Relationship Center Support; follows-up with customers as necessary. Supervises assigned employees, provides direction, coaches, trains and develops, and manages performance to company goals and expectations. As needed and assigned, assists the Branch Manager in managing the specified bank branch; completes bank schedules; ensures reports are completed; ensures policies and procedures are being followed; delegates branch staff duties; maintains acceptable level of non-sufficient fund fee waivers as determined by management; approves and performs customer transactions; opens and closes the branch; oversees maintenance and security of facility; resolves customer complaints. Serves as subject matter expert and is able to perform all branch operational duties as needed including wire transfers, Notary duties, check verifications, teller line activities, all account opening and closing, vault maintenance, cross-sales and referrals. Performs advanced banking duties including handling escalated customer complaints, responding to lending product/rate inquiries, taking consumer loan applications and completing required disclosures, and handling loan closure processing and communications. Handles assigned branch administration and oversight duties including report generation, monitoring and interpretation; completion of branch audits; and vendor management (including selection, relationship management, performance metrics and accountability). Understands and strives to meet individual, team and branch performance metrics and sales goals. Facilitates teamwork and shared responsibility for success. Participates in and may lead team meetings, completes all assigned training and leads staff training as necessary. Learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system, online service procedures, wire transfer certification, and Webcapture system. As directed, acts and branch and company representative by attending meetings (inside and outside of the organization), participating in community events and engaging in industry associations. May float to other bank branches as needed. Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations. Other Duties as assigned. The duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. All job descriptions may be amended at any time at the sole discretion of FMHC. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Requirements Qualifications and Skills: 3-5 Years of banking experience is required. Experience must include cash handling and customer service. Experience as a supervisor, mentor or team leader is required. Strong understanding of banking laws and regulations is required. Notary Public is required. NMLS number is required. High School Diploma or equivalent is required. Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred. Driver's license is required. Necessary competencies: Active Listening Change Champion Coaching Confidence Critical Thinking Delegation Communication Organizational Savvy Physical Environment: While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak. The employee must occasionally lift and/or move up to 25 pounds. The noise level in the work environment is usually quiet to moderate. This position is performed in a retail bank setting. Employee must be able to work days and hours that branch is open including weekends and overtime as needed.

Relationship Banker General Electric Credit Union is a not-for-profit, member-owned full service financial institution headquartered in Cincinnati with branches in Ohio and Kentucky. At GECU, we pride ourselves on maintaining quality service, being an employee-friendly workplace, and developing our team members while teaching you the skills to lead you to career advancement opportunities. Overview: Through a consultative approach, the Relationship Consultant strives to understand all current and potential members' unique financial needs to provide the best solution for GECU products and services with a focus on building and fostering relationships to promote an impactful member experience. Essential Responsibilities: Greet and direct members as they enter the branch Uncover members' financial goals and needs through consultative conversations Advise members on GECU products and services that help achieve desired outcomes and financial goals Responsible for managing a book of business that consistently meets sales and service goals through consultative conversations and outbound calls to current and prospective members Open and close various types of depository accounts utilizing the required systems and following appropriate policies and procedures Perform account maintenance activities using the required systems, processes, and procedures (such as assisting with updating addresses, name changes, etc.) Investigate and resolve member account issues, collaborating with internal team members as necessary Conduct teller transactions including transfers, deposits, withdrawals, loan payments, loan payoffs, cashier's checks, change orders, etc. Responsible for cash handling activities Facilitate the consumer loan application process, including product recommendation, conducting loan interview, evaluating member credit reports, and collecting the required loan documents to submit for underwriting and processing Facilitate member loan closings by explaining documentation, directing members to sign, and notarizing documents as necessary Notarize member documents per GECU policy Perform opening, closing, and other branch servicing duties, including drawer and vault balancing and servicing the coin machine and Interactive Teller Machines (ITMs), following appropriate safety protocol Responsible for daily operations of the branch including reviewing accounts for quality control purposes Education and Experience: High school diploma or GED required; college degree preferred Minimum two years of customer service experience required Minimum one year of experience working in a financial institution (FI) or related industry required Basic understanding of FI products and services Fundamental experience in consultative conversations; proficient in opening and closing accounts Working experience to analyze financial data including credit reports Knowledge, Skills, and Abilities: Strong interpersonal and customer service skills needed to create an exceptional member experience Good communication skills, both written and verbal, with ability to explain products and services effectively to members Ability to function well in a fast-paced environment Ability to learn and maintain proficiency in multiple computer systems including Microsoft Office Products and Credit Union systems Good problem-solving skills to evaluate information and find appropriate solutions quickly At GECU, we want to support your wellbeing by offering a wide range of benefits: Health, Dental and Vision insurance Life and Disability insurance options Paid Time Off starts accruing once hired and take your birthday off - paid 401k Retirement plan with up to a 10% match of your base gross compensation Tuition reimbursement opportunities & professional development Volunteer opportunities -and earn additional PTO hours! On-site clinics for Vaccines and Mammograms And many more! Come join GECU as we are a curated culture of respect, understanding, and mutual recognition. We believe forming bonds and connecting with each other only stands to strengthen the service we provide to our members in our mission of improving the Quality of Financial lives! General Electric Credit Union is an Equal Opportunity Employer

Job DescriptionBenefits: Simple IRA Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ashley Himes - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with state regulations. QUALIFICATIONS: Prior experience in financial services preferred. Analytical and communication skills. Able to make presentations to customers. Life/Health insurance license (must be able to obtain, current licensees preferred). FINRA Series 65 or 7 (must be able to obtain, current licensees preferred).

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.

We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we've been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business. About the role: While encompassing the traditional transactional responsibilities, this position is also expected to be a sales leader and mentor to other client service staff and to lead initiatives assigned by Management. As the front-line staff, those in this position are often the first point of contact for existing and potential customers, requiring strong interpersonal skills and a dedication to customer service. What you'll do: * Develop business and generate meaningful growth through inside and outside sales. * Act as a liaison between lines of business to effectively cross-sell and deliver exemplary products and relationship servicing to new and existing clients. * Provide excellent customer service throughout the client relationship, coordinating with other departments to find satisfactory resolutions where needed. * Serve as a knowledgeable resource to both staff and customers, possessing a deep understanding of banking fundamentals as well as CFBank services, products, and compliance requirements. * Conduct a wide range of daily customer transactions as needed including check cashing, deposits, withdrawals, IRA transactions, HSA transactions, loan payments, opening, and closing deposit accounts, ATM balancing, customer access to safe deposit boxes, and other transactions on deposit accounts, while operating within procedural guidelines and compliance requirements. * Help to ensure branch compliance, assisting with internal and external audits as needed. * Comply with internal security policies and procedures and maintain customer confidentiality at all times. * Adhere to all regulations, policies, and record-keeping requirements. Desired Qualifications: * High school diploma or general educational degree (GED) with some banking/finance experience or education preferred. * Strong prior experience in product knowledge and cross-selling performance expected with position * Willing to register and maintain a registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements * Expected to acquire and maintain proficiency in the bank's policies and procedures, and adhere to all laws, rules, and regulations that are applicable to conduct, and the work being performed. * Proficient computer skills are required and the ability to learn various Banking Software programs. * 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 excellent organizational skills and the ability to multi-task and to be flexible. What We Offer: * Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility. * Professional development opportunities including educational/training opportunities * "Accelerated" 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3 year vesting * Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!) * Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources * One of the most collaborative environments you'll find, with a team of hard-working mutually invested professionals who are excited about shared success

Job DescriptionBenefits: Retirement matching Bonus based on performance Flexible schedule Opportunity for advancement Paid time off Signing bonus Training & development ROLE DESCRIPTION: As a financial services representative with Doug Zeigler State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 1+ years of experience in financial services. Analytical and communication skills. FINRA Series 6 and 63 licenses preferred.

Universal Banker I will serve as the face of the Bank at our retail branches. Universal Banker I will maintain long-standing customer relationships and effectively generate new relationships within our community markets. In addition to handling day-to-day deposits and withdrawals, Universal Banker I will be responsible for opening new deposit account and establishing IRAs, as needed. In general, Universal Banker I will assist in leading the branch CSR team by taking on transactions that require elevation and by using their experience as a developmental tool. Essential Responsibilities * Provide excellent customer service * Open and maintain deposit accounts and IRAs * Process customer financial transactions * Address customer inquiries regarding all deposit products and account information * Maintain knowledge of new account policies and procedures * Verify cash shipments and accurately balance the vault * Maintain and accurately balance cash drawer * Promote and cross-sell Bank products and services * Achieve and maintain 80% of individual sales goal * Assist CSR I and CSR II with customer interactions and make decisions, as needed * Build and maintain a customer portfolio through the Sales Management CRM system * Maintain branch audit logs * Balance branch via TellerInsight * Balance and troubleshoot ATM * Participate in community involvement initiatives * Other administrative duties, as directed Competencies & Qualifications * High School diploma or equivalent required * 1-2 years Universal Banker experience, including new accounts, IRAs, and vault balancing preferred, but not required * Acute detail orientation with demonstrated record of accuracy * Previous cash handling * Ability to prioritize tasks quickly and appropriately * Strong interpersonal communication skills * Customer service orientation * Ability to proactively solicit new business * Strong working knowledge and ability with Microsoft Office and web-based programs * Float staff may be required to work at different Wayne County branches weekly, based on staffing needs

Financial Services Sales Representative (1099) Cincinnati, OH Part-Time or Full-Time | Flexible Schedule | Unlimited Earning Potential!!! Take control of your career and income while helping families achieve financial freedom. Cameron Howell & Associates-Primerica Financial Services is seeking motivated individuals ready for a career change or supplemental income. This role is perfect for teachers, nurses, retail professionals, or anyone looking to start fresh with a flexible, entrepreneurial opportunity. What Youll Do Connect with individuals and families to provide financial solutions Provide education on life insurance, investments, and retirement planning Grow your business through referrals, networking, and community engagement Participate in training and mentorship programs to earn professional licenses What We Offer Flexible schedule with part-time or full-time options Unlimited income potential based on performance Comprehensive training and licensing support Career advancement opportunities within a nationwide organization Supportive team environment focused on growth and impact Who You Are Self-motivated and entrepreneurial Passionate about helping others and building relationships No prior financial experience required Start building your business, impacting lives, and achieving financial freedom with Cameron Howell & Associates-Primerica Financial Services.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for partnering with Merrill Financial Advisors (FAs) to deliver banking and borrowing solutions to their clients. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing servicing of those solutions. Job expectations include providing comprehensive banking solutions to clients, serving as a digital product expert, as well as identifying and encouraging FA client referrals to other Bank of America specialists. Responsibilities: Emphasizes broader banking implications and benefits to Financial Advisors (FAs) and their teams to promote incorporation of banking into day-to-day FA practices and operations Partners with Financial Advisor teams to educate clients on banking products and help navigate complex client situations Delivers a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt Ensures exceptional client service quality delivery by supporting the operational execution of tasks and conducting follow-up routines to meet client needs Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs Required Qualifications: Demonstrates proven results exceeding goals in a client-centric, results-driven environment Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships and demonstrates a commitment to providing personalized service Has demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals Exhibits proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction Can build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Demonstrates initiative, a commitment to continuous learning and the ability to adapt to changing demands and requirements to grow one's career Applies strong critical thinking and problem-solving skills to meet clients' needs Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills Can learn and understand technology to assist clients with the latest in Digital and Digital banking Desired Qualifications: Experience in the financial services industry working with high-end clients providing advice on products and solutions for any stage of their lives Knowledge of banking (lending/savings/transactional) and investing products and services along the latest online and digital capabilities Prior sales experience in a salary plus incentive environment with individual goals, where goals were routinely met or exceeded Prior experience providing excellent service to high-end clients and excelling in that environment Skills: Deposit Solutions Product Knowledge Customer and Client Focus Influence Relationship Building and Networking Executive Presence Sales Performance Management Analytical skills Presentation skills Influencing skills Problem solving Active listening and Communication skills Relationship Building Industry knowledge Time management Resilience Collaboration Business development focus Ability to overcome objections. Minimum Education Requirement: Bachelors Degree preferred, High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

Patient Financial Services Specialist FTE: .8 (32 hours) Req: 1664 About Us: The Lindner Center of Hope is a nonprofit, comprehensive mental health center and global leader offering state-of-the-science diagnosis and treatment of the most pervasive mental illnesses of our time. One of the first centers designed as a fully integrated system of care to address deficiencies in mental health care as identified by the Institute of Medicine. Innovative residential assessment, inpatient and outpatient programs in partnership with UC Health serving more than 54,660 patients from around the world. A leader in research and collaborations that are advancing the field and positioning Cincinnati as a national leader in mental health care. We embrace the many talents, skills, and experiences our employees bring to Lindner Center of Hope. Everyone is encouraged to use their unique gifts to express ideas, make meaningful contributions to our programs and genuine connections with patients and family, as well as strengthen donor, referrer and community relations. At Lindner Center of Hope, you'll have the opportunity for a consistently rewarding career, working for an organization that shares your desire and ability to make a demonstrable difference in the lives of people living with mental illness. Position Summary: The Financial Counselor serves as the primary contact for patients and families regarding financial assistance, insurance coverage, authorizations and preservice payment. Major Duties and Responsibilities: This position is responsible for conducting financial interviews with inpatients, residential patients, and any outpatients. The Financial Counselor works with health insurance providers to determine coverage and benefit levels and provides information regarding hospital payment options and financial assistance programs. Completes necessary forms in accordance with hospital policies. Meets with patients admitted during the business day to complete the formal admission into the EMR system by collecting and verifying patient demographic and insurance information. Will also take the patient's picture and save the image in the EMR system to be used on the patient face sheet and wristband as dictated by department protocol. Obtains the appropriate signatures on consents and assignment of benefits. Scans insurance cards, picture ID, and other appropriate documents into the document imaging system. If patient presents with new insurance, assists with insurance eligibility and benefits verification electronically. Contacts the patient or responsible party by phone to complete pre-registration and obtain or verify all demographic and insurance information making updates or corrections in the patient account system as appropriate. Screens for medical necessity and completes the Medicare Secondary Payer Questionnaire for all Medicare patients during the pre-registration process. Calls applicable insurance companies to obtain facility and professional mental health, substance abuse and eating disorder benefits. Accurately documents insurance benefits and patient's financial liability in the appropriate fields of the patient account system. Alerts team members to any insurance coverage issues immediately. Follows up with patient/patient representative until resolved. When loading benefits, performs audit of accounts to ensure all of the required demographic, insurance, financial forms, and contracts are obtained and documented in the electronic medical record. Communicates applicable deductible, co-pay, or coinsurance to patient during pre-registration or upon check-in. Collects co-pay, deductible or other out-of-pocket liability including residential self-payments. Accurately posts the payment to the patient account system and receipts the patient Sets payment arrangements as appropriate. Refers the patient to the financial counselor as need arises. Prepare patient cost estimates. Review the process for filing insurance claims for inpatient, residential, PHP, ECT, TMS, IOP, and Outpatient as needed. Assess the patient's need for financial assistance during the admission process or at a time prior to the patient's discharge. Determines patient eligibility for Charity care for inpatient/outpatient levels of care. Completes reviews of the charity application in accordance with the LCOH charity care policies. Obtains the final approval of the application from the Registration Manager prior to notification to the patient or family. Determines when renewal of charity applications need completed. Sends letter to patient notifying them of eligibility for charity care and charity amount. Provides education / counseling to self-pay patients regarding available government coverage options. Monitor financial counseling workqueues in EPIC for currency. Serve as the initial contact for determining out of network benefits and obtaining information for potential single case agreements or reimbursement. Work with Intake staff and other clinical teams on initial referrals to inpatient or other LCOH programs to confirm coverage levels prior to admission Work with the CFAO to determine feasibility of single case agreements Meets with the Utilization Review team routinely to discuss admissions that are a financial risk to the center. Coordinates with Intake and OPP staff to obtain appropriate authorizations, as evidenced by lack of denials for no authorization. Accurately enters authorization number(s), and authorized dates and services in the appropriate field of the patient account system. Communicates any applicable deductible, co-pay, or coinsurance to patient prior to their visit, making arrangements for payment as appropriate. Works closely with clinical team and insurance companies to get treatment plans completed and to obtain the clinical information needed for insurance authorizations for ECT, TMS and Outpatient services. Tracks services received and follow-up with the insurance company to obtain additional authorization as needed. In connection with the registration manager, work with Intake/ARC, outpatient registration, residential admissions and utilization review departments to ensure benefit verifications authorizations, helping hands applications, probono, financial assistance applications and other insurance related questions both internally and externally are addressed timely. Completes a note in the system on all discussions, events and outcomes regarding patient accounts. Responds to all inquiries regarding patient accounts, financial assistance policy and network status. Maintains a working knowledge of the various LCOH and LCOHPA service lines. Stays abreast of third-party payer requirements. Attends seminars and courses on relevant topics as directed by management. This position works closely with Intake outpatient, Central Registration, Medical Records, Social Services, Utilization Review and Billing on a daily basis. Maintains effective communication and cooperative working relationships with other departments, staff, medical staff, patients, and visitors. Patient communication is conducted in a manner that will result in positive patient relations and prompt payment for Lindner Center of HOPE. Demonstrates poise and compassion when handling patient financial situations and consider all possibilities to provide the patient with the most appropriate options for their situation. Completes productivity requirements timely and accurately Assists the ECT, TMS, Financial Counselor and Welcome Center Registration Specialists with registration duties during busy times. Performs all other duties as assigned. Position Qualifications: High school diploma required; Associates degree preferred. Minimum of 3 years' experience in healthcare required. Experience working in mental health setting preferred. Must have experience conducting face to face interviews with Collections and/or Medical Billing experience. Must have a working knowledge of third-party payer contract terms and the ability to calculate patient liabilities. Excellent communication, customer service and math skills along with a high degree of confidentiality are required. Must have strong computer skills including Excel and Word. Analytical and decision-making skills with a strong attention to detail required Ability to enthusiastically follow and model the Lindner Center of HOPE mission, vision and values. Physical Requirements: The physical demands of this position are consistent with those performed in a normal office environment, including occasional lifting, carrying, pushing or pulling, and sufficient manual dexterity to operate standard office equipment and ability to use to use a computer. Must be able to easily move throughout the building. Perks and Benefits At LCOH, we are dedicated to fostering a supportive and caring environment. As part of our team, you'll have access to: Affordable medical, dental, and vision plans for both full-time and part-time employees Flexible spending and health savings accounts Generous paid time off that starts accruing on day one Opportunities for tuition reimbursement and continuous education An employer-matching 401(k) retirement plan to help you plan for the future Complimentary gym membership Employer-provided short and long-term disability coverage, life insurance and an Employee Assistance Program A community of mission-driven individuals passionate about making a difference All candidates extended conditional offer of employment will be subject to a WebCheck (BCI & FBI Fingerprinting). Fingerprints will be submitted to the Bureau of Criminal Investigation (BCI) and the Federal Bureau of Investigation (FBI). The reports from these agencies will include criminal record information. Lindner Center of Hope will follow the requirements for employment based on the State of Ohio Administrative Code 5122-30-31, and any other regulatory requirements regarding criminal background checks. Lindner Center of HOPE also reserves the right to obtain Consumer Reports and/or Investigative Consumer Reports as defined in the Federal Fair Credit Reporting ACT (FCRA). Lindner Center of Hope is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

Full-time Description The Universal Banker is the core role within the First Federal Lakewood retail branches. There are 3 levels within the Universal Banker job family with progressive responsibilities. All Universal Bankers provides exceptional front line customer service and sales within the branch. The Universal Banker 2, as directed, provides day-to-day direction to other Universal Bankers, approves transactions and assigns work. Performs primary and advanced duties including check verification, wire transfers, and facilitation of team meetings. Duties and Responsibilities: Provides excellent customer service by processing customer transactions and handling account maintenance; answers customer inquiries both in person and on the telephone including Customer Relationship Center Support; follows-up with customers as necessary. Monitors activities and acts as a resource for assigned staff; approves transactions; ensures procedures are being followed; monitors over/short reports. As needed, operates teller window following Branch Operation Guidelines, policies and procedures. Maintains vault by ordering cash, distributing cash to assigned staff, and reconciling the vault; ensures adequate cash is available for customer transactions. Opens and closes accounts and services with accuracy and in accordance to bank policies and applicable regulations. Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products. Handles check verification and wire transfers as needed. Keeps up to date with related system and maintains wire transfer certification. Understands and strives to meet individual, team and branch performance metrics and sales goals. Facilitates teamwork and shared responsibility for success. Participates in and may lead team meetings, completes all assigned training and leads staff training as necessary. Learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system, online service procedures, wire transfer certification and Webcapture system. Able to perform all branch opening and closing duties. Prepares, updates and monitors assigned reports in a timely manner and with accuracy. May float to other bank branches as needed. Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations. Other Duties as assigned. The duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. All job descriptions may be amended at any time at the sole discretion of FMHC. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Requirements Qualifications and Skills: 2-4 Years of banking experience is required. Experience must include cash handling and customer service. Experience handling cash is required. 0-2 years of experience as a supervisor, mentor or team leader is preferred. Strong understanding of banking laws and regulations is required. Notary Public is preferred. High School Diploma or equivalent is required. Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred. Driver's license is required (for float positions) Necessary competencies: Active Listening Change Champion Coaching Communication Conflict Resolution Organizational Savvy Process Oriented Service Orientation Physical Environment: While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak. The employee must occasionally lift and/or move up to 25 pounds. The noise level in the work environment is usually quiet to moderate. This position is performed in a retail bank setting. Employee must be able to work days and hours that branch is open including weekends and overtime as needed.

Relationship Banker- Virtual Branch (onsite) General Electric Credit Union is a not-for-profit, member-owned full service financial institution headquartered in Cincinnati with branches in Ohio and Kentucky. At GECU, we pride ourselves on maintaining quality service, being an employee-friendly workplace, and developing our team members while teaching you the skills to lead you to career advancement opportunities. At GECU, we want to support your wellbeing by offering a wide range of benefits: Health, Dental and Vision insurance Life and Disability insurance options Paid Time Off starts accruing once hired and take your birthday off - paid 401k Retirement plan with up to a 10% match of your base gross compensation Tuition reimbursement opportunities & professional development Volunteer opportunities -and earn additional PTO hours! On-site clinics for Vaccines and Mammograms And many more! Come join GECU as we are a curated culture of respect, understanding, and mutual recognition. We believe forming bonds and connecting with each other only stands to strengthen the service we provide to our members in our mission of improving the Quality of Financial lives! Essential Responsibilities: Uncover members' financial goals and needs through consultative conversations Advise members on GECU products and services that help achieve desired outcomes and financial goals Responsible for managing a book of business that continuously meets sales and service goals through virtual consultative conversations, with current and prospective members Answer inbound calls from members regarding new consumer loan accounts and new depository accounts, as well as assist members with general information and inquiries regarding existing Individual Retirement Accounts (IRAs) and Health Savings Accounts (HSAs) Facilitate the consumer loan application process, including product recommendation, conducting loan interview, evaluating member credit reports, and collecting the required loan documents to submit for underwriting and processing Facilitate member loan closings electronically through DocuSign or by scheduling an in-person loan closing at a branch location Manage loan pipeline by conducting member follow-ups via email or phone and reviewing loan documentation to advance the lending process in a timely manner Perform basic account maintenance activities using the required systems, processes, and procedures as necessary to advance the lending process Open and close various types of depository accounts utilizing the required systems and following appropriate policies and procedures Collaborate with and assist internal team members with new deposit and consumer loan accounts via internal chats and phone Review accounts for quality control purposes Perform other duties to support Virtual Branch Services as necessary Education and Experience: High school diploma or GED required Minimum two years of customer service or call center experience required Minimum one year of experience in a financial institution (FI) or related industry required Basic understanding of FI products and services Fundamental experience in consultative conversations Working experience to analyze financial data including credit reports Knowledge, Skills, and Abilities: Proficient at written and verbal communication with ability to develop skills to explain products effectively to members Ability to listen and comprehend members' financial concerns and questions Basic interpersonal and emotional intelligence skills needed to deliver updates to members about loan approval or denial with the ability to develop these skills further Ability to function well in a fast-paced call center environment Organizational skills and attention to detail Strong computer skills to quickly learn and become proficient in both Microsoft Office products and Credit Union systems General Electric Credit Union is an Equal Opportunity Employer

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.

We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we've been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business. About the role: While encompassing the traditional transactional responsibilities, this position is also expected to be a sales leader and mentor to other client service staff and to lead initiatives assigned by Management. As the front-line staff, those in this position are often the first point of contact for existing and potential customers, requiring strong interpersonal skills and a dedication to customer service. What you'll do: * Develop business and generate meaningful growth through inside and outside sales. * Act as a liaison between lines of business to effectively cross-sell and deliver exemplary products and relationship servicing to new and existing clients. * Provide excellent customer service throughout the client relationship, coordinating with other departments to find satisfactory resolutions where needed. * Serve as a knowledgeable resource to both staff and customers, possessing a deep understanding of banking fundamentals as well as CFBank services, products, and compliance requirements. * Conduct a wide range of daily customer transactions as needed including check cashing, deposits, withdrawals, IRA transactions, HSA transactions, loan payments, opening, and closing deposit accounts, ATM balancing, customer access to safe deposit boxes, and other transactions on deposit accounts, while operating within procedural guidelines and compliance requirements. * Help to ensure branch compliance, assisting with internal and external audits as needed. * Comply with internal security policies and procedures and maintain customer confidentiality at all times. * Adhere to all regulations, policies, and record-keeping requirements. Desired Qualifications: * High school diploma or general educational degree (GED) with some banking/finance experience or education preferred. * Strong prior experience in product knowledge and cross-selling performance expected with position * Willing to register and maintain a registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements * Expected to acquire and maintain proficiency in the bank's policies and procedures, and adhere to all laws, rules, and regulations that are applicable to conduct, and the work being performed. * Proficient computer skills are required and the ability to learn various Banking Software programs. * 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 excellent organizational skills and the ability to multi-task and to be flexible. What We Offer: * Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility. * Professional development opportunities including educational/training opportunities * "Accelerated" 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3 year vesting * Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!) * Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources * One of the most collaborative environments you'll find, with a team of hard-working mutually invested professionals who are excited about shared success

Job DescriptionBenefits: Simple IRA Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ashley Himes - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with state regulations. QUALIFICATIONS: Prior experience in financial services preferred. Analytical and communication skills. Able to make presentations to customers. Life/Health insurance license (must be able to obtain, current licensees preferred). FINRA Series 65 or 7 (must be able to obtain, current licensees preferred).

Relationship Banker General Electric Credit Union is a not-for-profit, member-owned full service financial institution headquartered in Cincinnati with branches in Ohio and Kentucky. At GECU, we pride ourselves on maintaining quality service, being an employee-friendly workplace, and developing our team members while teaching you the skills to lead you to career advancement opportunities. Overview: Through a consultative approach, the Relationship Consultant strives to understand all current and potential members' unique financial needs to provide the best solution for GECU products and services with a focus on building and fostering relationships to promote an impactful member experience. Essential Responsibilities: Greet and direct members as they enter the branch Uncover members' financial goals and needs through consultative conversations Advise members on GECU products and services that help achieve desired outcomes and financial goals Responsible for managing a book of business that consistently meets sales and service goals through consultative conversations and outbound calls to current and prospective members Open and close various types of depository accounts utilizing the required systems and following appropriate policies and procedures Perform account maintenance activities using the required systems, processes, and procedures (such as assisting with updating addresses, name changes, etc.) Investigate and resolve member account issues, collaborating with internal team members as necessary Conduct teller transactions including transfers, deposits, withdrawals, loan payments, loan payoffs, cashier's checks, change orders, etc. Responsible for cash handling activities Facilitate the consumer loan application process, including product recommendation, conducting loan interview, evaluating member credit reports, and collecting the required loan documents to submit for underwriting and processing Facilitate member loan closings by explaining documentation, directing members to sign, and notarizing documents as necessary Notarize member documents per GECU policy Perform opening, closing, and other branch servicing duties, including drawer and vault balancing and servicing the coin machine and Interactive Teller Machines (ITMs), following appropriate safety protocol Responsible for daily operations of the branch including reviewing accounts for quality control purposes Education and Experience: High school diploma or GED required; college degree preferred Minimum two years of customer service experience required Minimum one year of experience working in a financial institution (FI) or related industry required Basic understanding of FI products and services Fundamental experience in consultative conversations; proficient in opening and closing accounts Working experience to analyze financial data including credit reports Knowledge, Skills, and Abilities: Strong interpersonal and customer service skills needed to create an exceptional member experience Good communication skills, both written and verbal, with ability to explain products and services effectively to members Ability to function well in a fast-paced environment Ability to learn and maintain proficiency in multiple computer systems including Microsoft Office Products and Credit Union systems Good problem-solving skills to evaluate information and find appropriate solutions quickly At GECU, we want to support your wellbeing by offering a wide range of benefits: Health, Dental and Vision insurance Life and Disability insurance options Paid Time Off starts accruing once hired and take your birthday off - paid 401k Retirement plan with up to a 10% match of your base gross compensation Tuition reimbursement opportunities & professional development Volunteer opportunities -and earn additional PTO hours! On-site clinics for Vaccines and Mammograms And many more! Come join GECU as we are a curated culture of respect, understanding, and mutual recognition. We believe forming bonds and connecting with each other only stands to strengthen the service we provide to our members in our mission of improving the Quality of Financial lives! General Electric Credit Union is an Equal Opportunity Employer