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  • Senior Banker II - Dayton Financial Center -

    Bank of America 4.7company rating

    Personal banker job in Olde West Chester, OH

    West Chester, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************* **:** 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 Profile Summary:** **Job Description:** This role is responsible for connecting clients with the breadth of solutions that Bank of America offers to help achieve financial goals in a virtual environment. Key responsibilities include service requests and relationship deepening opportunities received through in-person or inbound call delivery. Job expectations include understanding life and financial goals and pairing new solutions and services to meet client needs. **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 + Responds to customer inquiries and concerns, creating customized solutions through in-person interactions and inbound call delivery **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.
    $59k-112k yearly est. 4d ago
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  • Proprietary Equity Trader

    T3 Trading Group 3.7company rating

    Personal banker job in Cincinnati, 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 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 ***************************
    $76k-141k yearly est. Easy Apply 60d+ ago
  • Short Term Trader/Dispatcher I

    AES Clean Energy 4.8company rating

    Personal banker job 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.
    $86k-130k yearly est. Auto-Apply 60d+ ago
  • Consider Me For a Future Role

    Madtree 3.8company rating

    Personal banker job in Cincinnati, OH

    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.
    $84k-153k yearly est. 60d+ ago
  • Financial Sales Representative - Full-Time

    Olympic Recruiting Agency

    Personal banker job in Olde West Chester, OH

    Job Vacancy: Financial Sales Representative Company Name: Team Unstoppable Job Type: Full-time Salary Range: Commission-based Terms: No prior experience is required, training will be provided. Specific Terms: Excellent communication and interpersonal skills Ability to learn and follow scripts and sales procedures Must be a resident of the Cincinnati, Ohio area. Knowledgeable in insurance products, financial planning, and investment strategies Comfortable with making outbound sales calls and conducting virtual appointments Willingness to continuously learn and adapt to changes in the industry Must Obtain a Life Insurance License, training provided Team Unstoppable, a leading financial services company, is seeking an Insurance Agent/Financial Adviser to join our team in West Chester, Ohio. As an Insurance Agent/Financial Adviser, you will be responsible for providing financial guidance and insurance solutions to help clients achieve their financial goals. In this role, you will work with a diverse client base and build lasting relationships. You will also have access to a wide range of resources and support to help you succeed, including ongoing training and development programs. To be successful in this position, you should have excellent communication and interpersonal skills, and the ability to learn and follow scripts and sales procedures. Additionally, you should be knowledgeable in insurance products, financial planning, and investment strategies, and comfortable with making outbound sales calls and conducting in-person appointments. If you are a life insurance sales professional, a veteran, have experience in sales, marketing, or finance, or just love working with people, apply today. If you want a unique and rewarding opportunity to work remotely with a winning team, apply now with Team Unstoppable. We look forward to hearing from you!
    $54k-78k yearly est. 60d+ ago
  • Sr. Middle Market Banker

    Northwest Bank 4.8company rating

    Personal banker job in Cincinnati, 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.
    $33k-67k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker- Fairfield

    General Electric Credit Union 4.8company rating

    Personal banker job in Fairfield, OH

    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
    $31k-40k yearly est. 15d ago
  • Universal Banker 3

    Warsaw Federal Savings & Loan Associates

    Personal banker job in Cincinnati, OH

    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.
    $33k-43k yearly est. 58d ago
  • Part Time (30 Hours) Associate Banker, Breiel Branch, Middletown, OH

    JPMC

    Personal banker job in Middletown, OH

    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.
    $28k-35k yearly est. Auto-Apply 60d+ ago
  • Part Time (20 Hours) Associate Banker, Mulberry Milford Branch, Milford, OH

    Jpmorgan Chase & Co 4.8company rating

    Personal banker job in Milford, OH

    JobID: 210692540 JobSchedule: Part time JobShift: Variable : 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.
    $29k-35k yearly est. Auto-Apply 48d ago
  • Virtual Banker

    Teksystems 4.4company rating

    Personal banker job in Cincinnati, OH

    The Video Banker is responsible for providing customer transaction services using video enabled interactive teller technology (ITM) via two ways, and presenting a positive, professional image and meeting or exceeding customer expectations. Essential Functions/Responsibilities: -Monitor technical problems and correct deficiencies; monitor processing systems for efficient utilization. -Answer customer inquiries relating to bank products and services. -Recognize sales opportunities and refer clients to sales associates Remain current on products, services, policies and procedures -Perform customer account transaction and maintenance activities accurately -Strive for first contact resolution of customer inquiries, transactions and problem resolution Skills data entry, multi tasking, attention to detail, outgoing, customer oriented Job Type & Location This is a Contract to Hire position based out of Cincinnati, OH. Pay and Benefits The pay range for this position is $18.00 - $18.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully onsite position in Cincinnati,OH. Application Deadline This position is anticipated to close on Jan 27, 2026. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
    $18-18 hourly 15d ago
  • Associate, Financial Reporting

    Vrc 3.4company rating

    Personal banker job in Cincinnati, OH

    VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us. About this role: This position in our valuation practice works on a variety of projects to assist more senior personnel with valuation assignments, which include closely-held business valuations, tax, purchase price allocations (ASC 805), impairment testing (ASC 350 / 360) and equity compensation (ASC 718/IRC 409A). What you will do: Conduct research on clients, competitors, industry and capital markets including market multiples, financial ratios, and discount rates Build, modify and utilize financial models for business enterprise (DCF, market multiples, etc.) and intangible asset valuation (excess earnings method, relief-from-royalty, etc.) Synthesize company background materials, industry dynamics, capital markets data, and valuation analysis into client-ready deliverables Participate in peer reviews of work product Begin to build relationships with clients as part of an ongoing project What you will need: 2 to 5 years' work experience in a valuation capacity Bachelor's or Master's degree in Finance, Accounting or Economics. Any coursework in valuation, financial statement analysis or securities analysis is a plus Progress towards ASA, CFA, or ABV designations is a plus Extensive knowledge of Excel Effective communication skills, strong attention to detail, and analytical capabilities are essential Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting Strong work ethic and ability to work flexible hours around critical due dates Current authorization to work in the United States without the need for visa sponsorship now or in the future What we offer you: Competitive bonus program Medical/Dental/Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options Generous time off/flexible work arrangements Reimbursement for admission fees and study material for professional designations Growth - VRC is growing, and so can your career For more information on our various benefit offerings visit our Careers page Our Commitment to Diversity & Inclusion: VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person's talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email *****************************
    $35k-64k yearly est. Auto-Apply 30d ago
  • Personal Banker I

    Citizens State Bank 3.4company rating

    Personal banker job in Rushville, IN

    Job Description This position provides a full range of personalized banking services to retail customers focused on a broad and ongoing relationship including: financial counseling, lending, and other financial needs. The Personal Banker will discuss personal financial needs of the customer and makes recommendations on how the financial institution can meet those needs. This person should approachable, friendly, accommodating and build enthusiasm among their team. The Personal Banker will listen to customers and employee needs and be willing to serve others through their work. Primary Duties: Customer Service Respond promptly to customer inquiries and requests and resolves difficult customer transactions and situations. Promote and cross-sell Bank products and services as appropriate to customer needs Provide ongoing relationship servicing by informing and advising customers of status or enhancements to current accounts in order to maintain goodwill and gain additional business. Also suggest resolution on account disputes and other account activity. Answer telephone calls, take messages, provide information and direct calls to appropriate staff as necessary. Follow established security procedures, as well as ensure customer information is safeguarded and kept confidential at all times. Assist customers as needed with ATM Machine Cash Handling Generate new business to assist in meeting profitability goals of the office. Receive checks and cash for deposit to savings and checking accounts, verify deposit amounts, examine checks for endorsement and negotiability, and enter transactions into bank records via an on-line terminal, as needed. Cash checks and pay money from savings and checking account upon verification of signatures and customer account balances. Inspect all checks, bonds, money orders, savings withdrawals, to determine their negotiability. Balances currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines Examines checks for endorsements and to verify other information, such as dates, bank names Products and Services Knowledge Has a good understanding of the bank products/services and the customer's current relationship, offers information on bank products and services that can benefit the customer and enhance their banking relationship. (Listens to the customer's needs and matches those needs to the bank's products and services resulting in referrals.) Evaluate needs of potential customers and offer appropriate financial products and services. Prepare and compile new customer account information to open new deposit accounts - including signature cards, new account sheets, check orders, direct deposit, and automatic bill pay. Accounts include all deposit products including: Certificate of Deposit opening, closing, deposits and partial withdrawals. IRA opening, distributions and contributions. Refer and schedule appointments with Home Loan Originators/Business Development officers and also educate customers on various home loan products. Professionalism, Experience and Training High school diploma Previous banking experience or customer service experience preferred Successful completion of the CSB PB Career Path training courses Clean and maintain work area, and professional attire Comply and satisfactorily pass training for bank policy and regulatory compliance that apply to position. Become a certified digital banking expert Perform all duties of a PB. Citizens State Bank also offers the following benefits: Medical, Dental, Vision, Health Savings account Wellness incentives with rewards $$, Health Savings Employer match, Health Reimbursement accounts Short and Long Term disability (employer paid after 1 year) 401K retirement savings with employer match Employee Relief Fund Tuition reimbursement Employee Assistance Program Annual Employee Recognition Company Logo Wear Paid Holidays, PTO, Volunteer, Bereavement
    $29k-38k yearly est. 4d ago
  • Private Banker

    Cfbank 3.7company rating

    Personal banker job in Cincinnati, 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
    $23k-27k yearly est. 51d ago
  • Associate, Financial Reporting

    Valuation Research Corporation 4.0company rating

    Personal banker job in Cincinnati, OH

    About VRC: VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us. About this role: This position in our valuation practice works on a variety of projects to assist more senior personnel with valuation assignments, which include closely-held business valuations, tax, purchase price allocations (ASC 805), impairment testing (ASC 350 / 360) and equity compensation (ASC 718/IRC 409A). What you will do: Conduct research on clients, competitors, industry and capital markets including market multiples, financial ratios, and discount rates Build, modify and utilize financial models for business enterprise (DCF, market multiples, etc.) and intangible asset valuation (excess earnings method, relief-from-royalty, etc.) Synthesize company background materials, industry dynamics, capital markets data, and valuation analysis into client-ready deliverables Participate in peer reviews of work product Begin to build relationships with clients as part of an ongoing project What you will need: 2 to 5 years' work experience in a valuation capacity Bachelor's or Master's degree in Finance, Accounting or Economics. Any coursework in valuation, financial statement analysis or securities analysis is a plus Progress towards ASA, CFA, or ABV designations is a plus Extensive knowledge of Excel Effective communication skills, strong attention to detail, and analytical capabilities are essential Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting Strong work ethic and ability to work flexible hours around critical due dates Current authorization to work in the United States without the need for visa sponsorship now or in the future What we offer you: Competitive bonus program Medical/Dental/Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options Generous time off/flexible work arrangements Reimbursement for admission fees and study material for professional designations Growth - VRC is growing, and so can your career For more information on our various benefit offerings visit our Careers page Our Commitment to Diversity & Inclusion: VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person's talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email *****************************
    $36k-64k yearly est. Auto-Apply 30d ago
  • Main Banker

    Miami Valley Gaming 3.5company rating

    Personal banker job in Lebanon, OH

    Job Description Step into the thrilling world of Miami Valley Gaming as our Full Time Main Banker! This position offers you the exhilarating opportunity to manage the money flowing through our bustling Racino cage. As the backbone of our financial operations, you will play a crucial role in customer satisfaction by ensuring that every cashier and transaction runs smoothly. The dynamic energy will keep you on your toes, making every shift an adventure! With a competitive pay of $17.03 per hour, you'll be rewarded for the expertise and enthusiasm you bring to the table. Join a team that's not just about numbers,but about creating unforgettable experiences. Your journey to an electrifying career starts here! You will receive great benefits such as Medical, Dental, Vision, 401(k), Life Insurance, Health Savings Account, Paid Time Off, and $300.00 sign on bonus. Don't miss out on the chance to be part of a fun-loving, customer-focused atmosphere at Miami Valley Gaming! Let us introduce ourselves We provide the best in gaming and hospitality What would you do as a Main Banker As a Full-Time Main Banker at Miami Valley Gaming, you become an integral piece of our dynamic Cage team, performing important main bank functions, balancing and selling currency, filling ATM kiosks, and delivering an exceptional guest experience Does this sound like you? To excel as a Full-Time Main Banker at Miami Valley Gaming, you must possess a blend of essential skills and a passion for creating memorable guest experiences. Proficiency in cash handling and an understanding of financial transactions are crucial, as you'll manage money and oversee the operations of our busy cage. Familiarity with relevant software tools, such as point-of-sale systems and cash management applications, will help streamline your tasks and ensure efficient service. Additionally, strong communication skills are vital, allowing you to interact effectively with guests and collaborate seamlessly with your fellow team members. A keen attention to detail is necessary to maintain accuracy in transactions and adhere to safety and hygiene standards. Being personable and approachable will foster a welcoming environment, ensuring that every guest feels valued and cared for during their visit. Your ability to adapt and jump in as needed will make you a prized asset on our team. Ready to join our team? If you think this job aligns with your requirements, then submitting an application is simple. Good luck! Job Posted by ApplicantPro
    $17 hourly 5d ago
  • OH-Financial Services Sales Representative (1099)

    Tomorrow's Recruiting

    Personal banker job in Cincinnati, OH

    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.
    $26k-41k yearly est. 60d+ ago
  • Floating Relationship Banker

    LCNB National Bank 3.8company rating

    Personal banker job in Middletown, OH

    Identifying Information: * Department: Branch Operations * Reports To: Michele Kreitzer, Branch Admin Manager * Location: Operations Center (Lebanon, OH) Incumbent will travel to various branch locations throughout Warren/Montgomery counties where LCNB has branches * Status: Full-Time Hourly Non-Exempt * Bank Operation Hours: Monday - Friday 8:15am-5:15pm, Saturday 8:15am-12:15pm Position Purpose: LCNB National Bank is seeking a Floating Relationship Banker to assist with branch operations by reporting to various branch locations within Warren and Montgomery Counties to work as a Relations Banker. This position provides superior quality service to our customers. They assist customers by accurately and efficiently processing transactions, such as deposits, withdrawals, or payments, resolving complaints or account discrepancies, and answering questions. A Relationship Banker is responsible for promoting and recommending the bank's products and services to help meet our customers' financial goals. Essential Functions and Responsibilities * Maintaining and balancing cash drawer * Ensure compliance with all internal controls and established policies and procedures * Promote and advise on the bank's products and services * Keeping customers' personal information confidential * Identify referral opportunities and make relevant referrals * Communicating with other team members and other areas of the bank * Assist with the daily operations of the branch * Answer customer calls and enter information accurately and efficiently into database * Comprehend, retain and apply information as necessary to perform duties and responsibilities effectively * Additional duties as assigned Skills/Competencies * Professionalism * Strong basic computer skills * Strong written and verbal communications skills * Cash handling * Accuracy and attention to detail * Customer-focused * Team player * Ability to think, reason and communicate clearly * Ability to observe and identify details at close range Education/Experience * High School Diploma or GED equivalent (required) * Customer service experience (preferred) * Cash handling experience (preferred) Working Conditions * Must be able to remain in a stationary position 50% of the time * Occasionally move/traverse to access files and equipment * Constantly operates a computer and other office productivity machinery, such as a phone, calculator, copy machine, scanner, and computer printer * Occasionally moves coin bags weighing up to 50 lbs. * Occasionally will need to travel up to a 30-mile radius Compliance Statement: The associate is responsible for meeting all compliance requirements imposed on LCNB National Bank by State and Federal law and regulations, as well as all related LCNB National Bank policies and procedures. Incumbent must be able to perform the essential functions of the position with or without reasonable accommodation. Equal Opportunity Employer/Disability/Veterans.
    $23k-27k yearly est. 13d ago
  • Sales Transformation Consultant - Financial Services

    Accenture 4.7company rating

    Personal banker job in Cincinnati, OH

    We are: Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise , we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: ********************** You Are: + Are passionate about helping clients solve complex challenges and supporting them through critical transformations. + Can design and implement sales and service experiences, capabilities, and architecture required to bring customer strategies to life. + Understand the ins and outs of the Financial Services industry and front-line sales and service organizations, and ready to apply your knowledge to clients optimize and transform their sales and service solutions. + Have relevant experience with large scale transformations and business engagement/client facing skills in addition to the ability to demonstrate successful service quality and experience managing junior resources. + Ready to dive deep into creative and analytical thinking to solve problems and transform challenges into opportunities + Working in an agile, fast-paced environment energizes you, and you're at your best when contributing to a team. The Work: + Design and implement business changes that drive industry-specific, function and digital operating model transformation, focusing on tasks relating to people, process and technology. + Ability to deliver and manage dynamic technology consulting projects with heavy client engagement + Synthesize overall technology needs by analyzing a wide variety of solutions, selecting the most relevant tools/techniques to meet specific client requirements. + Deliver banking implementation engagements (requirements, design, test, deployment, etc.), including managing specific project workstreams (scope and schedule) and junior team members, as well as client requests and deliverables + Consult and partner with our clients to help them develop high performance solutions to advance their industry position in Financial Services + Ability to understand client needs, develop proposed solutions and delivery high impact technology initiatives + Help develop of our next generation Financial Services offerings for Customer, Sales & Service. Travel Requirement: Travel for this role is expected and required, the amount of travel is variable depending upon the client and project. Here's What You Need: + 3+ years relevant experience managing or creating project deliverables in a consulting environment, with broad experience in management or technology consulting delivering technology implementations and digital transformations + 2+ years leading transformations in Financial Services industry (retail banking, insurance, wealth management, capital markets, and etc.) from requirements, design, test, deployment and etc. + 2+ years experience in delivery of a wide range of Financial Services solutions; deep understanding of the industry and its challenges and opportunities Bonus Points If: + Strong client relationship development and client management skills + A Bachelor's degree + You have Salesforce CRM or CPQ certifications + You have prior experience implementing or delivering CRM solutions such as Salesforce, Microsoft, Pega, or Oracle + You have prior experience implementing or delivering CPQ applications, primarily Salesforce, Oracle, Vlocity, Apttus, or SAP + You have experience facilitating design thinking workshops to help our Financial Services clients re-imagine their future + You've got an advanced degree or financial industry certification + You've got experience in sales and delivering banking projects on time Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.We anticipate this job posting will be posted on 01/24/2026 and open for at least 3 days. Accenture offers a market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits here: U.S. Employee Benefits | Accenture (******************************************************* Role Location Annual Salary Range California $70,350 to $205,800 Cleveland $59,100 to $164,600 Colorado $63,800 to $177,800 District of Columbia $68,000 to $189,300 Illinois $59,100 to $177,800 Maryland $63,800 to $177,800 Massachusetts $63,800 to $189,300 Minnesota $63,800 to $177,800 New York $66,300 to $205,800 New Jersey $68,000 to $205,800 Washington $80,200 to $189,300 #LI-NA-FY25 Requesting an Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity Statement (******************************************************************************************************************************************** Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
    $40k-53k yearly est. 44d ago
  • Universal Banker - Bellevue

    Republic Bank Careers 4.8company rating

    Personal banker job in Bellevue, KY

    “Republic Bank believes in the development and advancement of our associates. We offer the opportunity to learn all aspects of the company to prepare for future advancement. Come join our team for a career, not just a job!“ Starting Rate: $20.00 hourly About Republic Bank Republic Bank's values are built upon making an IMPACT for our clients, our associates and the communities we serve. (IMPACT stands for Innovate for the Future, Make it Easy, Provide Exceptional Service, Acknowledge & Celebrate Success, Commit to Caring and Thrive Together) The associates of Republic Bank are the key to our success as an organization and we value our associates. It's one of the reasons we've been named as one of the Best Places to Work in Kentucky for ten years! For more information about the company, please visit www.republicbank.com. POSITION PURPOSE AND OBJECTIVES: The Universal Banker is responsible for providing efficient, professional, and quality customer service to all Republic Bank & Trust Company clients. This position is also responsible for selling business and consumer deposit products. Additionally, this position must deliver a high level of service by opening and closing deposit accounts, and directing customer service issues, and handling teller transactions. This position is also part of a team helping the banking center achieve their sales goals. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. MINIMUM QUALIFICATIONS: • Minimum 2 years previous retail sales experience or 1-year Republic Retail Banking experience required. • Basic computer skills required. • Proficiency in Microsoft Office products and internet applications. • Previous loan experience preferred. • Fluent in English (speak, read, write, comprehend, communicate) required. Fluent in Spanish (speak, read, write, comprehend, communicate) preferred. ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES: • Responsible for comprehensive, prompt, and efficient client transactions. Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into Horizon system. • Greet all clients as soon as they enter the banking center and work to develop a strong banking relationship with regular clients. • Consistently deliver the Republic Experience to every client. • Balances cash drawer each day, meeting Republic's standard of performance. • Performs SSR transaction overrides & makes hold decisions. • Receives mortgage, consumer loan and other payments, ensures the payments match balances due and enter payment into Horizon system. • Takes outgoing wire transfer requests; processes cash advances; cashes checks & processes withdrawals; opens & records the night drop deposit transactions; balancing ATM; research necessary information upon client's request while following all security procedures for the banking center. • Using consultative sales, engage in conversations with existing and potential clients for additional deposits and loans, effectively cross sell other bank products and services to ensure a solid client relationship, and identify opportunities for additional lines of business. • As needed, open and close all types of deposit accounts (checking, savings, CD's) both business and personal, following all bank policies and procedures. • Monitor activity of all new accounts, to ensure all cross sales have been properly activated and on-boarding is followed and completed. • Adhere to Bank's new client on boarding process and procedures. • Actively work calling lists of existing clients to cross sell for other products or expanded relationships, including retention of existing accounts. • Efficiently operate in the consumer loan system for credit card applications, unsecured loans, auto loans, and other consumer loans. • Maintain a working knowledge of compliance requirements affecting your position and area of responsibilities and actively learn new regulations and assist in the implementation, if required. • Model and foster behaviors that support the Bank's values and corporate culture creating an atmosphere of trust, cooperation, accountability, and dedication to the organization. • Willingly perform all other duties and projects as assigned. INTERPERSONAL SKILLS AND COMPETENCIES REQUIRED: • Excellent verbal communication skills required for effective interactions with clients to meet financial investment objectives and/or resolve problems or complaints. • Self-motivated and work well in a team environment. • Requires a high energy level and strong sense of urgency. • Well organized and able to multi-task. PHYSICAL REQUIREMENTS: The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this position, the associate is regularly required to sit, use hands to finger, handle, or feel; and talk or hear. The associate frequently is required to stand or walk. The associate is occasionally required to reach with hands and arms. The associate must occasionally lift and/or move 10 pounds. Specific vision abilities required by this position include close vision, and distance vision. The noise level in the work environment is usually moderate. OTHER REQUIREMENTS: • Travel between Republic Banking facilities is required. • Reliable transportation is required. • Limited out-of-town travel is required for training purposes for those outside of the Louisville Market. • Flexible work schedule that will include some evenings, weekends, and overtime. • Stay abreast of new developments, best practices, and statutory and regulatory changes. • Regular and predictable physical presence at the worksite is an essential function of this position. **The above is intended to describe the general content of and requirements for the performance of this position. It is not construed as an exhaustive statement of duties, responsibilities, or requirements.
    $20 hourly 1d ago

Learn more about personal banker jobs

How much does a personal banker earn in Hamilton, OH?

The average personal banker in Hamilton, OH earns between $27,000 and $45,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Hamilton, OH

$34,000

What are the biggest employers of Personal Bankers in Hamilton, OH?

The biggest employers of Personal Bankers in Hamilton, OH are:
  1. Fifth Third Bank
  2. PNC
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