Strongsville, Ohio
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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 serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.
**Responsibilities:**
+ Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
+ Assists, educates, and trains clients on conducting simple transactions through self-service technologies
+ Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
+ Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
+ Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements
**Required Qualifications:**
+ Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
+ In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months
+ Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Confident in identifying solutions for helping new and existing clients based on their needs
+ Strong written and verbal communications skills
+ Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
+ Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
+ Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Associate's Degree or Bachelor's Degree in business, finance or a related field
+ Experience working in a financial center where goals were met or exceeded
+ Retail and/or sales experience in a salary plus incentive environment
+ Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded
+ Experience with financial information, spreadsheets and financial skills
+ Knowledge of banking products and services
+ Strong computer skills including Microsoft applications and previous experience utilizing laptop technology
**Skills:**
+ Active Listening
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$66k-124k yearly est. 3d ago
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Proprietary Equity Trader
T3 Trading Group 3.7
Personal banker job in Akron, OH
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$84k-155k yearly est. Easy Apply 60d+ ago
Universal Banker
Farmers National Banc Corp 4.7
Personal banker job in Wooster, OH
Responsible for providing superior customer service to clients by processing transactions, recognizing client needs and recommending the appropriate product and/or service. Open, maintain and close all types of transactions and deposit accounts in an efficient manner. Direct the daily work of all tellers within the office and ensure orderly operations of teller staff and the vault. Generate referrals as well as coach tellers on sales and referral techniques/opportunities.
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:
* Strong knowledge of all bank products and services, to include features and benefits.Present various options and suggestions that best fit the needs of each client.
* Participate in bank's referral and sales programs, sales campaigns, and sales training in order to meet specific goal expectations on a weekly, monthly, quarterly and/or yearly basis.
* Coordinate daily with Branch Manager regarding sales and service operations.
* Coach tellers to meet their daily sales referral goals and provide excellent customer service.
* Prepare necessary documents to open new accounts and maintain accounts based on client's specific needs.
* Assist clients with loan-related questions and processes. Prepare loan clients for what to expect during the loan application process and uncover opportunities for further exploration.
* Prepare contracts; renew IRA Certificates and all related IRA transactions.
* Open, redeem, and calculate interest on Certificates of Deposit.
* Assist customers with Safe Deposit Box rentals in accordance with the FNB Safe Deposit Box Manual. Ensure that all negotiable instruments, Safe Deposit Box records, and confidential records in the work area are properly secured each day.
* Balance vault cash, ATM, and branch totals in addition to monthly teller cash audits. Ensure that vault cash is managed under dual control to include vault transactions, cash orders/shipments, audits, and the proper strapping and dating of currency denominations from teller to Federal Reserve.
* Show empathy and compassion toward customers when assisting with requests, complaints, research and follow-up on details to resolve matters to the customer's satisfaction.
* Ensure each teller balances daily, provide assistance to locate differences, ensure that all differences are properly initialed and, if required, report to manager immediately.
* Possess a constant awareness of lobby activity to efficiently and effectively service customers (i.e.) adjust time spent on new account transactions when additional customers are waiting.
* Knowledge of competing bank's products, promotions, and operations to effectively make recommendations to gain strength within that market.
* Ensure that dual control policies are known and followed by all staff members where ever dual control procedures are in place.
* Authority to open and close branch following proper security procedures
* Authorization to sign official checks and CD's, not to exceed $50,000 and to complete teller system overrides.
* Make outbound sales calls to current and prospective clients.
* Run a teller window as needed.
* Flexibility with work schedules to accommodate branch staffing requirements in order to service needs and create a work environment conducive to teamwork.
* Other duties as assigned
EDUCATION and/or EXPERIENCE:
* High School diploma or General Education degree (GED); College degree preferred
* Minimum of two (2) years retail banking experience as a teller or customer contact/sales position.
* Minimum of one (1) year opening new accounts, sales and operations preferred.
* Previous supervisory and sales experience highly preferred
OTHER SKILLS and ABILITIES:
* Ability to lead and motivate a team and constant involvement in the bank's referral program.
* Must have excellent judgment/decision making skills, time management and organizational skills
* Ability to present a professional image and maintain a high level of personality and confidentiality
* Must have strong communication skills in order to educate staff on changes in policy or new policies/procedures
* Strong knowledge of daily branch, vault and ATM operations.
* Expected to exercise sound judgment in resolving client and/or employee issues
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
$50k yearly 60d+ ago
Sr. Middle Market Banker
Northwest Bank 4.8
Personal banker job in Independence, OH
The Sr. Middle Market Banker is responsible for serving as a trusted business advisor to clients and providing a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The Sr. Middle Market Banker is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team.
Essential Functions
Develop and expand existing commercial banking relationships
Prospect actively and successfully bring in new relationships to Northwest
Engage with the various product partners on a regular basis to discuss cross-selling opportunities and referrals to expand and deepen client relationships
Meet or exceed budgeted goals
Actively participate in community and professional networking events
Develop meaningful “Centers of Influence” relationships
Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs
Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest
Manage a commercial loan portfolio of both credit and non-credit clients
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 non-credit 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 stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management
Complete loan closings in partnership with Portfolio Management & the Loan Closers
Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management
Participate in continued sales, product and credit training
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 and Experience preferred
Bachelor's Degree Business, Accounting, Finance, Economics, or Marketing
6 - 8 years of account relationship management experience
6 - 8 years of experience consistently delivering strong sales performance
Comprehensive knowledge and understanding of C & I lending, loan servicing, and credit and non-credit products
Strong negotiating skills in terms, loan structure, and pricing
Knowledge and understanding of risk management
Excellent verbal, written, and interpersonal communication skills
Ability to multitask and effectively prioritize responsibilities
#LI-EK1
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$38k-79k yearly est. Auto-Apply 60d+ ago
Private Client Banker - Summit Mall - Akron, OH
Jpmorganchase 4.8
Personal banker job in Akron, OH
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$32k-72k yearly est. Auto-Apply 6d ago
New Account Coffee Sales Representative
Hall's Culligan Water
Personal banker job in Brooklyn Heights, OH
Forest City Coffee is growing again! We are looking for an outgoing, enthusiastic team member who is driven to succeed as our next New Account Coffee Sales Professional! Our average New Account Coffee Sales Professionals makes $40K-$45K within their first year, with unlimited growth potential!
Whether you are new to sales or a seasoned veteran, this business-to-business sales position is an ideal fit for you if you are self-motivated and prefer the flexibility of planning your own day out in the field. Forest City Coffee offers our New Account Coffee Sales Professionals a guaranteed salary and a full benefits package!
The New Account Sales Professional will focus on creating and building lifetime customers and providing ongoing customer support to commercial accounts. Your success is essential to our organization and to our customers; if you possess a positive attitude and the desire to succeed, we will provide you with the tools and training you need to achieve your career goals.
Why should you sell for Forest City Coffee?
Estimated first year earnings of $55K - $60K with unlimited growth potential!
Full benefits package including 401k with company match
Paid time off
Monday - Friday schedule
Extensive Forest City Coffee equipment and product training
Team support with management that cares
Training seminars and industry specific trade shows or events
Stable and growing, family-oriented company
Use of free Culligan equipment in your home
Stay Connected & Equipped - We provide a company cell phone and iPad to ensure you have the tools needed to perform at your best
Reimbursed Business Travel - You must have a reliable vehicle to perform this job. Rest easy knowing we reimburse mileage through an IRS-compliant plan. Plus, with our company-approved mileage tracking app, logging your trips is seamless and hassle-free.
Responsibilities:
Employee will be responsible to utilize their personal vehicle for the day-to-day sales activities required for leads, sales appointments, and cold calling. Vehicle must meet requirements per Company policy.
Employee will need to provide proof of valid, and current vehicle registration and insurance.
Generate sales leads by cold calling, networking, sales presentations and building strong relationships in the community
Attend special events promoting Forest City Coffee
Promptly respond to customer requests and follow up in a timely manner on sales prospects
Product ordering & inventory management to maintain optimal inventory levels
Properly stock company vehicle with product and equipment to ensure consumer satisfaction
Qualifications:
Business to business sales experience required
Excellent communication, organization and customer service skills
Must be at least 21 with a clean driving record
Must be able to successfully pass a background check as per company requirements
Must be able to lift a minimum of 30lbs on a repetitive basis.
Must be able to bend, kneel, reach above the head, and get into tight spaces
Candidates are subject to pre-employment testing up to and including drug/alcohol screening, background check, motor vehicle record check, and D.O.T. physical, as applicable
Benefits: Forest City Coffee offers the opportunity for advancement, competitive pay, and comprehensive benefit plans including Health, Dental, Vision Insurance, Company Paid Life + the option for additional Supplemental Life Insurance, Disability, Critical Illness, and Accident Supplemental plans, Flexible Spending Accounts, 401(k) with generous company match and Paid Time Off.
#INDSJ
$55k-60k yearly 6d ago
Relationship Banker
Cfbank 3.7
Personal banker job in Orange, OH
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
$22k-25k yearly est. 19d ago
Private Client Banker - Wadsworth - Wadsworth, OH
JPMC
Personal banker job in Wadsworth, OH
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$27k-58k yearly est. Auto-Apply 60d+ ago
Part-Time Universal Banker 1
First Federal Lakewood 4.2
Personal banker job in Cleveland, OH
Part-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 1 is the main customer facing role withing the branch. Emphasizes excellent customer service and sales, processes day-to-day teller transactions, takes direction and guidance from Universal Bankers 2 and 3. Strives to gain expertise in all assigned duties and supports training of new employees as needed.
This position will report to the Dublin branch and will transfer to report to the Centerburg branch in late 2026. The person in this position will need to be able to float between the Dublin and Centerburg branches when 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.
Operates Teller window; maintains acceptable outages based on the Branch Operation Guidelines; maintains appropriate cash limits; follows policies and procedures to ensure compliance for branch audits. Appropriately escalates complex customer issues to Universal Bankers 2 and 3.
Opens and closes basic 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. As needed, supports Universal Bankers 2 and 3 with advanced account openings, sales and service.
Understands and strives to meet individual, team and branch performance metrics and sales goals. Participates in team meetings, completes all assigned training and learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system and online service procedures.
As needed, performs basic opening and closing duties independently (including arming and disarming the branch). Assists with back-office duties including completing basic reporting, balancing ATMs and processing night/mail deposits. Follows all safety and security protocols and escalates issues appropriately.
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:
0-2 Years of banking experience is required.
Experience handling cash is required.
High School Diploma or equivalent is required.
Experience in customer service is preferred.
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:
Accountability
Coachability
Change Champion
Communication
Detail Orientation
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.
$32k-38k yearly est. 6d ago
Universal Banker
Farmers Logo 2022
Personal banker job in Wooster, OH
Responsible for providing superior customer service to clients by processing transactions, recognizing client needs and recommending the appropriate product and/or service. Open, maintain and close all types of transactions and deposit accounts in an efficient manner. Direct the daily work of all tellers within the office and ensure orderly operations of teller staff and the vault. Generate referrals as well as coach tellers on sales and referral techniques/opportunities.
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:
Strong knowledge of all bank products and services, to include features and benefits.Present various options and suggestions that best fit the needs of each client.
Participate in bank's referral and sales programs, sales campaigns, and sales training in order to meet specific goal expectations on a weekly, monthly, quarterly and/or yearly basis.
Coordinate daily with Branch Manager regarding sales and service operations.
Coach tellers to meet their daily sales referral goals and provide excellent customer service.
Prepare necessary documents to open new accounts and maintain accounts based on client's specific needs.
Assist clients with loan-related questions and processes. Prepare loan clients for what to expect during the loan application process and uncover opportunities for further exploration.
Prepare contracts; renew IRA Certificates and all related IRA transactions.
Open, redeem, and calculate interest on Certificates of Deposit.
Assist customers with Safe Deposit Box rentals in accordance with the FNB Safe Deposit Box Manual. Ensure that all negotiable instruments, Safe Deposit Box records, and confidential records in the work area are properly secured each day.
Balance vault cash, ATM, and branch totals in addition to monthly teller cash audits. Ensure that vault cash is managed under dual control to include vault transactions, cash orders/shipments, audits, and the proper strapping and dating of currency denominations from teller to Federal Reserve.
Show empathy and compassion toward customers when assisting with requests, complaints, research and follow-up on details to resolve matters to the customer's satisfaction.
Ensure each teller balances daily, provide assistance to locate differences, ensure that all differences are properly initialed and, if required, report to manager immediately.
Possess a constant awareness of lobby activity to efficiently and effectively service customers (i.e.) adjust time spent on new account transactions when additional customers are waiting.
Knowledge of competing bank's products, promotions, and operations to effectively make recommendations to gain strength within that market.
Ensure that dual control policies are known and followed by all staff members where ever dual control procedures are in place.
Authority to open and close branch following proper security procedures
Authorization to sign official checks and CD's, not to exceed $50,000 and to complete teller system overrides.
Make outbound sales calls to current and prospective clients.
Run a teller window as needed.
Flexibility with work schedules to accommodate branch staffing requirements in order to service needs and create a work environment conducive to teamwork.
Other duties as assigned
EDUCATION and/or EXPERIENCE:
High School diploma or General Education degree (GED); College degree preferred
Minimum of two (2) years retail banking experience as a teller or customer contact/sales position.
Minimum of one (1) year opening new accounts, sales and operations preferred.
Previous supervisory and sales experience highly preferred
OTHER SKILLS and ABILITIES:
Ability to lead and motivate a team and constant involvement in the bank's referral program.
Must have excellent judgment/decision making skills, time management and organizational skills
Ability to present a professional image and maintain a high level of personality and confidentiality
Must have strong communication skills in order to educate staff on changes in policy or new policies/procedures
Strong knowledge of daily branch, vault and ATM operations.
Expected to exercise sound judgment in resolving client and/or employee issues
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
$50k yearly 60d+ ago
Financial Sales Representative
Atlas CPAs & Advisors PLLC
Personal banker job in Akron, OH
Job DescriptionATLAS CPAs & Advisors and ATLAS Certified Payroll, located in the Akron/N. Canton, Ohio area, are part of the ATLAS family - Advisors That Listen And Serve. Recognized as a Top 50 National Client Advisory Firm for 2025, we help individuals and businesses achieve financial clarity and long-term success through accounting, payroll, tax, and advisory services.
We believe in creating value for our clients, our people, and our communities through relationships built on trust, collaboration, and integrity.
OVERVIEW
The Financial Sales Representative plays a key role in driving new business and expanding client relationships across ATLAS' service lines. This position focuses on developing qualified leads, nurturing relationships, and promoting our full range of financial and advisory solutions - including accounting, payroll, bookkeeping, investment advisory, insurance, and other client advisory services.
The ideal candidate is relationship-driven, business-minded, and passionate about helping clients succeed. They will represent ATLAS with professionalism and purpose, connecting entrepreneurs and business owners to the resources that help them reach their goals.
KEY RESPONSIBILITIES
Identify and develop new business opportunities through referrals, networking, and proactive outreach.
Build and maintain a qualified sales pipeline across target markets, including small businesses, independent contractors, startups, and established organizations.
Conduct discovery meetings to understand client needs and recommend appropriate ATLAS service solutions.
Communicate the firm's offerings clearly and effectively, including accounting, payroll, tax, and advisory services.
Collaborate with accounting and payroll teams to ensure seamless client onboarding, including document coordination through PandaDoc.
Manage and track all sales activity within HubSpot CRM, maintaining accurate records and providing updates to leadership.
Represent ATLAS at community events, business expos, and networking groups to build brand presence and strengthen client connections.
Partner with marketing on outreach campaigns, events, and educational workshops to attract and engage prospective clients.
KNOWLEDGE, SKILLS, AND ABILITIES
Proven experience in B2B sales, business development, or client acquisition - ideally within professional or financial services.
Excellent communication, presentation, and relationship-building skills.
General understanding of accounting, payroll, or bookkeeping concepts.
Strong organizational and time management abilities with attention to detail.
Self-motivated, results-oriented, and comfortable working both independently and collaboratively.
Proficiency with Microsoft Office Suite and familiarity with professional networking platforms such as LinkedIn.
Experience with CRM tools (preferably HubSpot) and digital document systems such as PandaDoc.
Experience selling financial, payroll, or business advisory services.
Familiarity with software such as QuickBooks, SwipeClock, or other accounting/payroll platforms.
Knowledge of the Akron/Cleveland small business community.
EDUCATION AND EXPERIENCE
AA or Bachelor's Degree preferred
2-4 years of professional experience in a similar role is preferred.
BENEFITS
Medical, Dental, and Vision
GAP Benefits
Supplemental Benefits
Life and AD&D Insurance
Short- & Long-Term Disability Plans
401k with Company Matching
Bonus Structure
Flexible PTO with sick time
Incentive Program
Development Program
Company Wellness Program
APPLICATION DEADLINE
We accept applications on an ongoing basis. This position will remain open until a qualified candidate is identified.
WORKING CONDITIONS
Must be able to operate a variety of machines and equipment, including computer, office equipment, telephone, etc. Tasks may require extended periods of time at a keyboard or workstation. Required to occasionally lift, hold, or carry items weighing up to 40 pounds. Individuals must perform the principal duties and responsibilities with or without reasonable accommodation.
EQUAL OPPORTUNITY STATEMENT
ATLAS Navigators, LLC is proud to be an Equal Opportunity and Affirmative Action employer. We do not discriminate based upon race, racial expression, including protective hairstyles, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law.
ATLAS is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know.
#LI-Onsite
Texting Privacy Policy and Information:
Message type: Informational; you will receive text messages regarding your application and potentially regarding interview scheduling.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.
Message frequency will vary depending on the application process.
Msg & data rates may apply.
OPT out at any time by texting "Stop".
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$55k-79k yearly est. 18d ago
Universal Banker-Akron
Buckeye State Credit Union
Personal banker job in Akron, OH
Never worked for a Credit Union before?? No problem….
If you enjoy working with people, want to help others with their financial journey, and want the ability to be yourself while doing it, Buckeye State Credit Union is the place for you! As a Universal Banker, you will serve as a valued liaison between members and our credit union enthusiastically supporting the credit union's focus on member sales and service. We at Buckeye promote a caring, enjoyable work environment designed to support
you
. Who says work can't be fun? What You'll Do
Greet and welcome members and visitors to the credit union in a professional and friendly manner. Provide prompt, efficient, accurate, and caring service in the processing of transactions to gain member loyalty
Open new accounts, assist members with current account questions, and process new credit applications
Interview, gather background information/credit bureau reports and evaluate members and provide information on loan products and alternative products to best meet their needs.
Assist in processing loans through completion of loan application
Actively seeks out consultative sales opportunities and cross-sell opportunities and promotes credit union products and services based on member needs
Consistently meets or exceeds sales goals to support overall credit union financial goals ~Rewarded with generous uncapped incentive paid out quarterly
Complete a variety of transactions to serve members by receiving or paying out funds with a high degree of accuracy.
Assist members with account inquiries, account updating and changes to accounts.
Respond to members' requests, problems, and complaints and/or direct them to the appropriate person for specific information and assistance. Find a solution to the problem by incorporating a sales or service product
What You'll Need
High school diploma/GED required
1+ years of commission/incentive-based sales
2+ years of retail banking experience as a teller or customer contact/sales position
Ability to multi-task
Excellent customer service skills
Excellent oral and written communication
Excellent problem-solving skills
Core Values of Buckeye State Credit Union
Connect-We pull together; we relate; we energize
Simplify-We reduce friction; we make it easy
Adapt-We innovate; we are resilient
Pay Range-$20.00-$23.00/hour + quarterly uncapped sales incentive The Perks
Culture - Awarded as one of Northeast Ohio's top places to work 7 years running in 2019-2025. We offer an inclusive, engaging work experience where you can be unapologetically you. From our “Smart Casual” dress (yep you can wear jeans), music and movie theater popcorn in the branches, or even decorating your workstation your way, we want you to be you!
Buckeye is…
Scrappy-We are tenacious, focused, resilient. We're a credit union on a mission
Quirky-We are decidedly different. How we do banking is different than others
Cheerful-We know your name; we're happy to see our members. We're friendly and approachable
Personable-We treat our members like neighbors, not account numbers. Always offering a friendly face, not a robot voice.
Environment of Growth - We at Buckeye maintain a commitment to continuous improvement and both challenge and support our employees to increase their knowledge, skills, and capabilities through all phases of their careers. We invest in your success!
Benefits & Incentives - you will be eligible for medical, dental, vision, 401k match, Life Insurance, Short Term Disability, profit sharing, employment referral incentive, and uncapped incentive pay based on production; adding $10,000-$20,000/year to your salary.
$20-23 hourly 22d ago
Teller/Banker - Middleburg Hts., OH Branch
Third Federal Career 4.5
Personal banker job in Middleburg Heights, OH
Third Federal is a leading lender of conventional home mortgages lending in 27 states, plus the District of Columbia, with retail branch offices in Ohio and Florida. Our mission is to help people achieve the dream of home ownership and financial security while creating value for our customers, our communities, our associates, and our stockholders. Our value system of love (concern for others), trust, respect, a commitment to excellence, and fun is at the heart of our commitment to our mission, and just as importantly, to our company culture. Through this, we help people find the loan or savings product that makes sense for them.
At Third Federal, you will find strength and stability in your career. In our nearly 90-year history, we have never had layoffs, and have one of the lowest annual turnover rates at 6% (versus an industry average of nearly 19%). We have been certified as a ‘Great Place to Work' multiple times in the last decade alone, and have been recognized with several additional workplace awards and recognitions. Because Third Federal associates are the foundation of our success, we take a genuine interest in each of them - from their professional development to their health and wellness.
Role Summary
We are looking for a high-performing customer service professional to join our team at our Middleburg Hts. Branch (6849 Pearl Road, Middleburg Heights, OH 44130). Our ideal candidate thrives in a team environment and has a passion for helping people. This is a full time, onsite position. Success in this role is not measured with high-pressure sales goals or quotas. Instead, we focus on creating meaningful connections and handling each customer like a valued member of our family. Our ideal candidate will thrive in a collaborative, team-based environment and embody our values of love, trust, respect, commitment to excellence, and fun. We provide a comprehensive training program to set you up for success from the very beginning.
Responsibilities
Assist customers with banking transactions on the platform, in the teller area, or over the telephone
Run a teller window
Open depository accounts (checking, savings, certificate of deposit, IRA's)
Resolve customer issues on the platform
Assist in all areas of the branch
Requirements
High school diploma or equivalent
6+ months of recent retail bank teller experience and/or 3+ years of high-volume cashing-handling experience
Recent experience working on the platform with new account openings and resolving customer issues preferred
Outstanding customer service skills, including professional grammar and demeanor
Positive, proactive, and friendly interpersonal skills
Exposure to conventional first mortgages is a plus
Third Federal Perks & Benefits
Competitive compensation packages
Medical, dental, vision, and more
401k match
11 Bank Holidays + vacation/sick time
Stock Ownership Allocation
Exceptional culture and value system
Strong work/life balance
Growth opportunities
Mortgage Discount Program
Education Reimbursement Program
Our anticipated pay range for this position is $18.00 - $22.00 per hour. At Third Federal, we're committed to transparency throughout the hiring process. The pay range listed is based on relevant market data, role responsibilities, and skills required for the position. Individual pay will be thoughtfully determined by a candidate's qualifications, experience, and other relevant factors.
Third Federal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, national origin, gender identification or sexual orientation, disability, protected veteran status or any other classification protected under law.
$18-22 hourly 5d ago
Corporate, M&A, Capital Markets and Finance Associate
5 Legal
Personal banker job in Cleveland, OH
Job Description
A full-service corporate law firm seeks high-qualified associates to join their Cleveland office.
Ideal candidates will have 1-3 years of corporate, capital markets, and finance transactional and counseling experience to join our Cleveland office. The ideal candidate will have experience in a wide variety of transactions, including one or more of the following areas: mergers and acquisitions and private equity transactions, representing borrowers and lenders in commercial financings or counselling clients with respect to securities reporting requirements, corporate governance matters and public and private offerings. Qualified candidates must possess excellent academic credentials and strong writing/drafting skills.
$39k-71k yearly est. 20d ago
Financial Services Representative - State Farm Agent Team Member
Joseph Merk-State Farm Agent
Personal banker job in Elyria, OH
Job DescriptionBenefits:
401(k)
401(k) matching
Bonus based on performance
Paid time off
Training & development
Competitive salary
Opportunity for advancement
ROLE DESCRIPTION:
As a financial service specialist with JP Merk 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.
$27k-46k yearly est. 10d ago
Mortgage Banker
Quicken Loans 4.1
Personal banker job in Cleveland, OH
Who We Are Join Us to Find a Better Way The Quicken Loans Family of Companies (FOC) is obsessed with always finding a better way through the creativity, innovation and transformative thinking of our leaders and team members. We certainly have the desire and ability to adapt to a changing world, but we are known to have changed the world ourselves. We're revolutionizing the mortgage banking industry, while developing new technology-driven ventures along with life changing career experiences. We are revitalizing the communities in which we live, work, and play.
Become an “Intrapreneur”
If you are passionate when it comes to sales, want high earning potential, and do not fit the 9-to-5 mold, then a career in mortgage banking might be right for you. Quicken Loans Mortgage Bankers own their own business within our business and are given a wide variety of options on how to accomplish individual and team goals. And like all successful entrepreneurs, they work hard, think creatively, and earn big.
Job Description
As the faces of the Quicken Loans experience, our Mortgage Bankers:
Complete and pass all assigned Mortgage Banker training and licensing activities - 15 weeks of Mortgage Banker training and licensing
completely paid by Quicken Loans
.
Consult with our clients about current and future needs in achieving their financial goals.
Deliver world-class client service and establish ongoing financial services relationships.
Interview clients to gather information about their unique financial situations, needs and objectives.
Use state-of-the-art technologies to conduct credit, underwriting and financial analyses to qualify clients for various loan programs.
Evaluate various loan programs and affordable financing plans from a broad range of Quicken Loans mortgage options.
Educate and advise clients on the home buying process and how to best manage their mortgage(s).
Ensure exceptional client experiences with ongoing communication throughout the entire loan process.
Protect Quicken Loans' interest and reputation as the nation's largest online retail mortgage lender and the second largest retail mortgage lender in the U.S.
Qualifications
What You Need
To become a successful Quicken Loans Mortgage Banker you need:
A positive attitude and the desire to truly help people.
The ability to rock in a fast-paced, dynamic environment.
Superb communication skills.
The spirit of an entrepreneur.
What You Don't Need
Quicken Loans Mortgage Bankers come to us from different places in their career journeys. We don't expect candidate's to have:
Lending experience or a finance degree. We'll teach you everything you need to know. Seriously.
The ability to make cold calls. You'll only talk to people who are already looking to buy or refi.
Additional Information
What You'll Get
15 weeks of really fantastic Mortgage Banker training.
On-the-job coaching and real-time feedback.
Excellent compensation and benefits.
Sweet bonuses, trips, tickets and cash money.
Cutting edge, lightning fast technology (We call it “Rocket Mortgage” for a reason).
$22k-32k yearly est. 1d ago
Banking Specialist
Payroll4Construction
Personal banker job in Strongsville, OH
What is great about working for Foundation?
Plenty! We have a fun, casual, yet hard-working culture that invests in our employees, promotes creativity, and delivers on our reputation. Would you like to work for a company that offers manicures and pedicures in the office? We do! How about massages, house cleaning, laundry service, monthly car washes, catered lunches Wednesdays and a monthly happy hour - we offer all this and more!
At Foundation we believe in and promote a work-life balance with a top-notch workout facility, fitness classes and free personal training; and for those competitive types, a game room complete with table tennis, foosball, and video game systems. Also, some comforts of home, there is a full kitchen, free coffee and specialty flavors, soft drinks, and snacks.
Position Summary
We are seeking a detail-oriented and reliable Banking Specialist to provide exceptional customer service and support our payroll operations by managing financial transactions, handling ACH and wire transfers, reconciling accounts, and ensuring the secure and timely movement of funds between clients, employees, and financial institutions.
Essential Functions and Responsibilities
Respond to client inquiries received via phone, or email, addressing issues, answering questions, or providing assistance with banking transactions.
Monitor bank accounts for receipt of client funds.
Communicate with bank associates and clients to ensure timely receipt of outstanding funds.
Bank account error or returned transaction notifications and reconciliations.
Process client bank account change or update requests.
End of Day banking processes.
Collaborate with payroll, tax, and finance teams to ensure timely and accurate processing.
Maintain expertise in software, business funding rules, and relevant industry factors.
Adhere to all department and company standard operating procedures.
Project a professional and positive image as a company representative by providing thorough assistance to associates, clients, and third parties.
Perform other duties as assigned.
Required Skills and Experience
Proven ability to provide top-level support to customers and associates.
Basic math skills: accounting skills are a plus.
Familiarity with banking industry processes, procedures, and financial transactions including ACH and Wire Transfer.
Ability to work in a fast pace and deadline driven industry.
Superior organizational skills, comfortable multitasking and working both independently and effectively as a team member.
High degree of accuracy and attention to detail.
Excellent communication and critical thinking skills.
Working knowledge of Microsoft Office and Windows-based applications.
FOUNDATION , MasterTax, and Salesforce or other CRM software knowledge is a plus.
Prior customer service, call center, or related banking industry experience preferred.
Other employee rewards include tickets to Cleveland sporting events, a variety of lunch and learns, and various employee-appreciation events throughout the year. Benefits include paid vacation, paid holidays, 401(k) with match, and tuition reimbursement, plus medical, eye and dental.
Now offering discounts on pet, home, and auto insurance through Liberty Mutual!
Foundation is constantly recognized as one of Northeast Ohio's top workplaces. We are a 20-time winner of the NorthCoast 99 award, a multi-year winner of The Plain Dealer's Top Workplaces award, and have been recognized multiple years on the Inc. 5000 list of fastest-growing private companies in the U.S.
Let us start your future at Foundation!
Foundation Software is an Equal Opportunity Employer.
$29k-48k yearly est. 60d+ ago
Private Client Banker - Akron Square - Akron, OH
Chase 4.4
Personal banker job in Akron, OH
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$24k-38k yearly est. Auto-Apply 60d+ ago
Part-time-Banks Cleaning
Environment Control of Beachwood
Personal banker job in Strongsville, OH
Do you want to work for the areas leading Building Services Company. Environment Control is seeking a Mature/Dependable person to fill an evening Banks Cleaning position in various bank office buildings in the areas. Must be available to start immediately after passing a criminal background check. This is a part time position averaging approximately 2-3 hours per night. This position is Monday, Tuesday, Thursday, Friday after 6:00pm, cleaning 4 banks, and a commercial building, pay rate is $14.00 per hour, plus paid traveling time.
Must have valid driver's license and vehicle.
30 W. Bridge St. Berea, Oh 44017
16046 Pearl Rd. Strongsville,oh 44136
4023 Center Road, Brunswick, OH 44212
810 North Court, Medina, OH 44256
*** For Immediate Consideration please complete an application at Apply.eccleveland.com
Requirements:
1). Criminal Background check required
2). Reliable Transportation
3). Valid Drivers License and clean driving record
4). Prior Housekeeping experience/ commercial cleaning experience preferred
About Environment Control
Environment Control is a cleaning company that is locally owned and operated. Our company is made up of more than 200 people from all walks of life and diverse cultures which we believe makes us a great company to join. We are building a company that cares about people. All are welcome.
We are looking for people to join our team who like the idea of hard work and fair pay.
Our promise to our employees is to provide:
Honest and fair treatment by management and coworkers.
Three days of training and extra support throughout your first few weeks. Ongoing supervision.
All the materials required for you to do a good job.
A raise/promotion program that has specific and tangible ways to grow your wage.
If you want it, a consistent schedule that does not change.
We believe that our success as a company depends on our employee's job satisfaction from cleaners to office staff to management. Our goal as a company is to encourage and support you as well as provide excellent and consistent cleaning service to our customers.
Report straight to your assignments, check in/out of your assignment with mobile application, finish your work and go home!
***Candidates Must reside within a close radius of the job location, no further than 15-20 minutes***
*
$14 hourly Auto-Apply 41d ago
Float Relationship Banker
Consumers National Bank 4.3
Personal banker job in Green, OH
We firmly believe that our employees are the driving force behind our MISSION. Join our team and join us in saying, "I make a difference". Consumers National Bank provides a community banking environment where achievements are recognized, and employees are empowered. Our corporate culture fosters a collaborative approach to business decisions and decision making for the greater good of the organization and its customers. We work together to exceed our customers' and shareholders' expectations and to build lifetime relationships with them, our friends and neighbors.
We are currently seeking a Float Relationship Banker to join our team! We are pleased to offer a generous benefits package, competitive wages and a collaborative professional work environment. Background, credit and previous employment checks apply to all applicants. Consumers National Bank is an Equal Opportunity Educational Institution/Equal Opportunity Employer, which includes providing equal opportunity for protected veterans and individuals with disabilities.
Duties include, but are not limited to the following:
* Consistently seek to deliver exceptional customer service with a positive approach.
* Accurately process retail and commercial transactions including but not limited to checking and savings deposits, withdrawals, account closings, loan payments, check order, cash advance, draws, stop payments, cashiers' checks, gift cards, safe deposit box, foreign currency exchanges and transfers, and other products and services while adhering to all Bank and Department policies and procedures.
* Adhere to Teller Performance Standards related to balancing, accuracy, customer service standards, check cashing, and product referrals.
* Assist with opening and night depository duties.
* Effectively and efficiently process end of day and batch transactions.
* Maintains documentation files as directed.
* ATM team processing and balancing
* Serve as a personalbanker to provide exceptional customer service and establish and maintain high quality customer relations.
* Balance Cash items
* Maintenance customer accounts as needed.
* Identify customer needs and refer financial products and services.
* Maintain cash drawer in accordance with assigned cash limits, accurately handle currency and balance the cash drawer.
* Contribute to a positive environment by demonstrating the company's mission, vision, and values.
* Assist in all aspects of vault procedures, such as processing orders and shipments of coin and currency to and from the Federal Reserve
* Complete ongoing education and training as required.
* This role will be expected to travel to various financial centers within the market.
* Adheres to and satisfies all duties and training requirements related to company or outside agency compliance, confidentiality, security, policies, fraudulent or suspicious activity reporting, laws, and regulations as they apply to the position.
* Perform other duties as requested or assigned.
Requirements
Knowledge, Skills and Abilities Required:
* Minimum of 1 year banking experience
* Demonstrated proficiency in interpersonal communications, verbal and written is a must. This position requires daily interaction with customers, employees and vendors and concise communications are critical.
* Ability to prepare or interpret basic verbal and written instructions and/or perform routine mathematical functions.
* High school diploma or equivalent
* Ability to successfully identify needs, goals and objectives and suggest bank products and services to meet the customers' needs.
* Ability to respond and assist customers with inquiries and/or problem-solving resolution.
* Possess the skills necessary to work effectively as a team member.
* Proficiency in basic computer skills
* Careful attention to detail and time management
Desired Skills/Assets:
* Previous cash handling and/or direct customer service experience
* Previous cross-sales and/or referral experience
How much does a personal banker earn in Elyria, OH?
The average personal banker in Elyria, OH earns between $27,000 and $48,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.
Average personal banker salary in Elyria, OH
$36,000
What are the biggest employers of Personal Bankers in Elyria, OH?
The biggest employers of Personal Bankers in Elyria, OH are: