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Personal banker jobs in Springfield, OH

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  • Banking Representative

    Russell Tobin 4.1company rating

    Personal banker job in Columbus, OH

    Banking Financial/Operations Analyst - Contract Opportunity. Recent Grads are more than welcome! Duration: 12-month contract Pay: $19-$20/hour on W2 Full Time Are you a recent graduate in Finance, Accounting, Economics, or a related field looking to kick-start your career? We're seeking a Financial/Operations Analyst with 6 months to 2 years of experience (internships count!) to join the team of a leading investment banking firm. Ideal Candidate: ✔ Recent grad with a Bachelor's in Business (Finance, Accounting, Economics, or related). ✔ Experience or internship in banking or financial services is highly preferred. ✔ Strong analytical, communication, and organizational skills. What You'll Do: Support financial and operational processes. Handle incoming phone calls related to service inquiries on Brokerage accounts Provide accurate and efficient responses while meeting key performance metrics Support customers with: Brokerage Cash Management products and services Brokerage Online platform (client website) Mobile app assistance General account and financial-related questions Deliver professional, high-quality, and world-class customer service Work effectively in a fast-paced, team-oriented environment Multi-task and adapt quickly in a busy financial service center Why Join Us? Gain valuable experience with a leading financial institution. Plus, there's a possibility to convert to a permanent position after the contract period! Apply now to take the first step in your career!
    $19-20 hourly 14h ago
  • Financial Services Representative

    Pyramid Consulting, Inc. 4.1company rating

    Personal banker job in Columbus, OH

    Immediate need for a talented Financial Services Representative. This is a 06+ months contract opportunity with long-term potential and is located in Colombus, OH (Hybrid). Please review the job description below and contact me ASAP if you are interested. Job ID: 25-93606 Pay Range: $18.50 - $19/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan. Key Responsibilities: Hours: 8 hrs. per day || 40 hrs. in a week Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process Start date is flexible. Looking for contingent worker to work 12 PM to 5 PM Monday through Friday. Training will be in office but will only be required to come in 2 days per week either Monday and Tuesday or Tuesday and Wednesday after training is completed. Provides prompt efficient service for assigned product and/or service center internal and external customers. Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product. Reviews, underwrites, and processes applications for client contracts, client withdrawals, and life withdrawals in accordance with government regulations, contract provisions, and internal procedures and controls. Requests additional information when necessary. Communicates with customers, other departments, regional and/or field offices and other industry companies through oral and written communications. Maintains appropriate records. Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses. Researches and corrects errors. Demonstrates the initiative and flexibility to identify situations that require exception processing and seek alternatives from more experienced personnel. Performs other duties as requested. Key Requirements and Technology Experience: Key Skills; Customer Service, technical proficiency I.e MS office and excel, problem Solving Four years of work experience. Work experience with undergraduate studies preferred. Knowledge: General office practices, customer service, and office equipment. Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred. Basic mathematics and problem-solving techniques. Excel skills preferred. Ability to prioritize own work within standards. Effective written and oral communication skills to interact with customers, team members, and management. Decision making skills necessary for customer contacts. Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action. Decision making skills necessary for problem identification and correction. Proven ability to operate a CRT and PC. Education: High school diploma. Undergraduate diploma desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable. Our client is a leading Financial Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration. Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.
    $18.5-19 hourly 4d ago
  • Proprietary Equity Trader

    T3 Trading Group 3.7company rating

    Personal banker job in Dayton, 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 ***************************
    $77k-143k yearly est. Easy Apply 60d+ ago
  • General Interest - Experienced Investment Banker - Columbus or Cleveland

    Copper Run Capital

    Personal banker job in Columbus, OH

    Headquartered in the heartland, Copper Run is a different kind of investment bank. We focus exclusively on middle market transactions, providing buy-side and sell-side M&A advisory on deals between $10M and $250M. We pride ourselves on delivering Wall Street execution for our clients while remaining grounded in solid Midwestern values. Our clients include top-tier private equity firms, sponsor-backed companies, and middle market businesses. Our firm is continuing to grow and is always looking for bankers who can immediately help execute on our excess deal flow as well as support our business development. QUALIFICATIONS Experience in investment banking, commercial banking, corporate finance, or similar fields A track record of: Sourcing Deals - including the ability to originate leads, market the firm to the potential client, and manage the engagement letter negotiation process Marketing Deals - utilizing strong communication skills and the eagerness to personally contact potential counterparties for deals Completing Transactions - including the ability to compile marketing materials, structure transactions, and successfully negotiate transactions, especially through the inevitable roadblocks Capable of effectively leading multiple day-to-day client relationships with the CEOs/business owners over long periods of time and multiple client engagements Ability to market transactions to private equity firms, strategic buyers, etc., with the ideal candidate already possessing solid relationships with said parties but not mandatory Self-motivated, personable (both with clients and colleagues), enjoys networking, and has a strong work ethic Ability to have fun FINRA Series 79, 7, and 63 a plus but not mandatory to start EEO STATEMENT (Equal Employment Opportunity) Copper Run is an equal employment opportunity employer. We welcome all applicants and evaluate each on the basis of job qualification. We do not consider race, color, religion, gender, sexual orientation, gender identity, pregnancy, national origin, ancestry, citizenship, age, disability, genetic information, marital status, status as a covered veteran, status as a victim of domestic violence, or any other legally protected status in accordance with applicable federal, state, and local laws. This policy shall apply to all phases of the employment relationship including hiring, upgrading, promoting, disciplining, transferring, reducing in force, terminating, and compensating personnel. Furthermore, CR will provide reasonable accommodation.
    $114k-213k yearly est. Auto-Apply 60d+ ago
  • Virtual Banker

    Peoples Bancorp Inc. 4.5company rating

    Personal banker job in Worthington, OH

    Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank: * American Banker Best Banks to Work For in 2021, 2022, and 2023 * Top Workplaces USA national award in 2022, 2023, and 2024 * Newsweek's America's Best Banks 2023, and 2024 * Newsweek's America's Greatest Workplaces 2024 and 2025 * U.S. News & World Report's Best Companies to Work For in Banking and in the Midwest 2024-2025 At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation, and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization. Job Purpose: The primary purpose of this role is to provide comprehensive relationship management for an assigned portfolio of business customers, including oversight of business term loans, real estate loans, line of credit, and depository accounts. The position is responsible for ensuring the health and performance of the portfolio through proactive delinquency management, timely processing of loan renewals and extensions, and coordination of loan modifications within established bank policies. The role also includes managing depository overdrafts, supporting the maintenance of specialized loan portfolios, and working collaboratively with Retail Branches and internal departments to negotiate and process all necessary loan and depository documentation. Job Duties: * Direct management of an assigned portfolio of business customers. This portfolio includes business term loans, business real estate loans, lines of credit, and depository accounts. * Perform delinquency management of assigned portfolio including out-bound telephone contacts and email communication, as well as coordinating additional collection activities with other partners within Credit Administration. * Management of loan maturities to ensure on-time processing of all related renewals and extensions. * Facilitate all requests for modifications of existing loans within the guidance of specified bank policies and procedures. * Depository overdraft management for assigned deposit accounts. * Assist in maintenance and management of specialized loan portfolios housed within the Business Loan Group. * Work with a team of Retail Branches to assist in the negotiation of any depository or loan documents that will need processed for the assigned portfolio of business customers. * Work with multiple internal departments to smoothly process all required documentation to effectively manage the assigned portfolio. * Will perform special projects as assigned. Education, Job Skills and Qualifications: * Bachelor's degree required. Specialization in accounting, finance, or economics preferred. * 1-3 years of experience in business or commercial lending required. * Analytically minded - ability to evaluate financial statements, business and personal tax returns, and interpret results and reach conclusions. * Strong verbal and written communications skills. * Strong problem solving and conflict resolution skills. * Strong interpersonal skills. * Highly organized and attentive to detail. * Proven ability to exercise discretion and sound judgement. * Proven ability to effectively communicate viewpoint and make independent decisions. * Ability to understand and apply bank's credit policy. * Proficient with Microsoft suite of products, especially Excel, nCino experience a plus. * Some travel may be required; must have valid driver's license for travel throughout Peoples Bank footprint of offices. * Team player. Basic Qualifications: * Bachelor's degree. * 1-3 years of experience in business or commercial lending required. * Some travel may be required; must have valid driver's license for travel throughout Peoples Bank footprint of offices. Equal Opportunity Employer M/F/Disabled/Vet; If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process, or other inquiries.
    $58k-104k yearly est. 60d+ ago
  • Lead Universal Banker / Teller - Westerville, OH

    Middlefield Banc Corp 3.8company rating

    Personal banker job in Westerville, OH

    The Middlefield Banking Company is a full service FDIC-insured commercial bank and LPL Financial brokerage headquartered in Middlefield, Ohio. We have 21 branches serving Beachwood, Chardon, Cortland, Dublin, Garrettsville, Mantua, Middlefield, Newbury, Plain City, Powell, Orwell, Solon, Sunbury, Twinsburg, Westerville, Bellefontaine, Marysville, Ada, and Kenton. The Bank also operates a Loan Production Office in Mentor, Ohio. Dating back to 1901, The Middlefield Banking Company has been a leader in delivering quality personal financial service to its communities. We are continually recognized as one of the most profitable community banks in the U.S. If you are you seeking an opportunity to learn more or have a desire to start or advance your career in the banking industry, the Middlefield Banking Company is looking for enthusiastic team members to join our team! Summary of Lead Universal Banker: The Lead Universal banker provides exceptional customer service to new, potential and existing customers. A friendly and professional demeanor is expected. Primary responsibilities include, but are not limited to, account openings of all deposit accounts, promote all bank products and services, and participate with IQ Leads calling daily. The Lead Universal Banker receives and processes all transactions for customer related business, but not limited to check cashing, deposits, loan payments, safe deposit rental and payments, sales of negotiable instruments and processing wire transfers. The Lead Universal Banker is expected to support and promote all bank products and services while conversing with customers, and by referrals generated through IQ Leads. Additionally, the Lead Universal Banker will monitor and promote a positive customer and employee friendly experience. Lead Universal Bankers are expected to exude initiative and motivate. Assist the Branch Manager as needed with Branch operations including but not limited to staff scheduling and staff relations, as well as outside calling efforts. Must be a self-starter. To be successful as a Lead Teller at Middlefield Bank: 3-5 years of Management or Leadership experience 3-5 years opening new accounts for both consumers and businesses 3-5 years of cash handling 3-5 years of customer service Experience with bank information systems Proficient in the use of Microsoft Office Products Works with integrity and honesty in a Team environment Outstanding Customer focus; both internal and external Superior time management and organizational skills Background Check and Credit Check Notice: As part of our standard hiring process, The Middlefield Banking Company conducts background checks and credit checks on all potential employees. This is done to ensure the safety and security of our workplace, as well as to assess an individual's eligibility for certain roles that require financial responsibility. Any job offer made will be contingent upon the successful completion of these checks. The Middlefield Banking Company is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, pregnancy, veteran status or any other protected characteristic as outlined by federal, state, or local laws
    $37k-43k yearly est. Auto-Apply 10d ago
  • Personal Banker

    Stbank

    Personal banker job in East Liberty, OH

    Pittsburgh, PA 15206 Hours: Monday - Friday: 9:00 am - 5:00 pm Saturday: 9:00 am - 12:00 pm (Must be flexible around branch hours) Function: Responsible for profiling customers to determine financial services needs and referring customers to other Line of Business partners when appropriate. Opens loan and deposit accounts. Responsible for achieving individual goals including loan and deposit production and other sales goals as assigned by Branch management. Duties and Responsibilities: Proves competencies in bank operations by: Completion of the Sales Platform training as assigned by Consumer Bank Training Demonstration of product knowledge, sales aptitude, and service expectations in a successful manner. Execution of the expectations outlined in the Branch Playbook. CARE certified within 6 months of hire Profiles customers to determine and recommend appropriate S&T loan and deposit products. Utilizes all sales tools as provided to enhance the customer experience and sales conversation. Example tools but not limited are: LoanFit, sales binder, etc. Completes the S&T Sales process and customer focused conversation with each customer, document notes in the appropriate system for all bankers view in future interactions. Inputs loan applications using appropriate LOS software and coordinates loan document preparation. Opens new deposit accounts and produces signature cards, certificates of deposit and other deposit documents. Uses a combination of CARE skills, product knowledge, and knowledge of policies and procedures to suggest additional bank services such as other loan accounts, deposit services, and insurance products. Makes referrals to the Mortgage, Wealth Management, Financial Services, Business Banking, Elavon, Elan, Private Banking. Evergreen, Deluxe, etc. Contributes to Branch goals and sales and service standards as outlined in branch playbook and detailed by Branch Management Executes professional sales and service behaviors in alignment with Bank's Our Shared Future purpose, five values and core drivers. Follows up on loans and deposit accounts opened and corrects deficiencies or document exceptions in a timely fashion. Utilize the Sales & Service guide to complete proposed campaign calls on new and existing customers to generate new business as outlined in the Branch Playbook. Assists, as needed, branch management in coaching staff regarding the S&T Sales process and expectations. Maintains a good working relationship with bank employees in other departments and business lines. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the branch and in turn, the organization. Completes NLMS requirements as part of the S.A.F.E. Act certification. Proof of registration with the registry and verification of a unique identifier as established under the guidelines of the S.A.F.E. Act is required upon hire and/or must be obtained prior to performing the duties of a Mortgage Loan Originator, as defined by the Act. This registration must be maintained annually in accordance with the S.A.F.E. Act. Performs other duties as assigned, and as necessary to support the successful operation of the branch. Education: Requires a high school diploma or equivalent, plus specialized training or a two-year degree. Experience: Two to five years general experience required and specialized preferred. Physical Demands: Operates a keypad device: 70% of the day; operates electronic equipment: 10% of the day; operates office equipment: 10% of the day. Standing is required 2 hours per day in a straight position. Sitting is required 5 hours per day in a leaning position. Routinely lifts up to 10 lbs., 2 times per day. Maximum lift is 20 lbs., one time per day. Must be able to occasionally lift and/or move up to 50 lbs. Use of manual dexterity skills for typing and data entry up to 40% of the business day. Specific vision requirements include close vision of 18”-20” for computer work. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor 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. However, 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 contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Salary Range: $21.00 - $41.06
    $21-41.1 hourly Auto-Apply 58d ago
  • Virtual Banker III - Plano TX, Columbus OH, Tempe AZ - Bilingual English and Spanish Required

    Jpmorgan Chase & Co 4.8company rating

    Personal banker job in Columbus, OH

    JobID: 210687005 JobSchedule: Full time JobShift: : 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 a Virtual Banker III within Consumer Banking, 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. You will act as the main point of contact for a select group of Chase's clients, managing a diverse portfolio of client banking relationships. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all. Job Responsibilities * Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations based on financial needs. * Guide and set up self-service options like the Chase Mobile App, Chase.com, and ATMs to enhance customers' banking experience. * Partner with One Chase Partners to connect customers to experts for specialized financial needs. * Demonstrate excellent communication skills, including written, phone, and video, to engage customers, tailor product features, and resolve issues promptly. * Influence, educate, and connect customers to technology, delivering solutions that integrate One Chase products effectively. * Adhere to policies, procedures, and regulatory requirements, operating within risk parameters and meeting compliance obligations. * Achieve or exceed performance metrics related to client engagement and referrals, showing initiative in preventing problems. * Foster a welcoming atmosphere, delivering attentive service, and cultivating relationships with affluent clients by tailoring features and benefits. * Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank. * Cultivate relationships with affluent clients, tailoring features and benefits of products and services to customers with differing needs. Required Qualifications, Capabilities, and Skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships. * 2+ years of Branch Banking or equivalent experience in financial services with success in new client acquisition and revenue generation. * Demonstrated client-first attitude with the ability to create a hospitable and friendly experience. * Strong relationship-building skills, showing genuine care and concern during client interactions. * Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email. * Proficiency in quickly and accurately learning products, services, and procedures. * Ability to work collaboratively as a team to deliver seamless service with care and sincerity. * Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently. * Proven client service experience or comparable experience. * High school diploma, GED, or equivalent. Reading and speaking in both English and Spanish fluently is required for this role. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Experience adhering to banking policies, procedures, and regulatory requirements. * Experienced in retail banking, financial services, or a consultative customer relationship role in related industries, such as hospitality service industries, with a proven track record of success in deepening client relationships and delivering results, including experience in cultivating relationships with affluent clients. * College degree or military equivalent. 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: *********************************************************************
    $30k-67k yearly est. Auto-Apply 24d ago
  • Personal Banker

    German American Bancorp, Inc. 4.5company rating

    Personal banker job in Dublin, OH

    Job Title: Personal Banker As a Personal Banker, you are the client's trusted advisor, helping with their banking needs through meaningful conversations and deep product knowledge to suggest and offer banking products and services. What You'll Do: * Day in the Life - Every day you will work face-to-face with clients, open new deposit accounts, perform loan and deposit transactions, and manage a cash drawer. You will assist team members and clients, solve complex problems, and ask questions to uncover needs, referring business to different areas of the company, such as lending, insurance, and wealth management. * What it Takes - To thrive in this role you must be able to maintain confidentiality, have previous customer service and cash-handling experience, and a proven ability to meet and/or exceed monthly goals for product referrals. You will use banking software to view customer accounts, research statements and transactions, answer customer questions, and to refer them to other services and products. Bonus Points: * Bilingual/Multilingual What we can offer you: * Medical, dental, vision, STD, LTD, Life insurance, etc. * 17 days paid time off, 11 paid holidays and bereavement leave * Education assistance program * Paid family bonding leave * Wellness benefits * Life event coverage * Service awards * Financial benefits including 401(k) match, stock purchase plan, loan discounts and more * National and local discounts on everything from computers and vacations to phones and retail shopping * Free checking account, checks and discounted bank services This position will be located at: 6500 Frantz Road Dublin, Ohio, 43017 United States About Us: Heartland Bank, a Division of German American Bank, and its family of financial services companies employ talented, compassionate people throughout the organization, truly making our Company special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.
    $35k-40k yearly est. 18d ago
  • Virtual Banker II- Columbus, OH- Bilingual English and Spanish Required

    JPMC

    Personal banker job in Columbus, 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. You'll have the opportunity to build lasting relationships with our customers and employees, manage a diverse portfolio of client banking relationships, and contribute to our commitment to diversity and inclusion. This role offers a chance for career growth and the opportunity to make a significant impact in our company. As a Virtual Banker II in Consumer Banking, you will contribute significantly to the success of the Virtual Bank helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs while partnering with Specialists including Private Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship Managers, to connect customers to experts who can help them with specialized financial needs. You will engage clients over the phone and video both inbound and outbound providing strong customer service, offering advice, sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate. You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment making 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. Job Responsibilities Manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Demonstrates success using a value-added, relationship-oriented approach to acquire and deepen client relationships Makes personal connections, engages and educates customers, asks open-ended questions and listens to establish trust and build lasting relationships Partners with Specialists including Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect customers to experts who can help them with specialized financial needs Required Qualifications, Capabilities, and Skills 1+ year of Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation High school degree, GED, or foreign equivalent Outstanding financial planning and use of financial planning tools while adhering to policies, procedures, and regulatory banking requirements Strong team orientation with a commitment of long-term career with the firm Excellent written and verbal communication skills Reading and speaking in both Spanish and English fluently is required for this role 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: *********************************************************************
    $26k-55k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Ashley Himes-State Farm Agent

    Personal banker job in Springfield, OH

    Job DescriptionBenefits: Simple IRA Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ashley Himes - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with state regulations. QUALIFICATIONS: Prior experience in financial services preferred. Analytical and communication skills. Able to make presentations to customers. Life/Health insurance license (must be able to obtain, current licensees preferred). FINRA Series 65 or 7 (must be able to obtain, current licensees preferred).
    $26k-43k yearly est. 10d ago
  • Relationship Banker- Mason

    General Electric Credit Union 4.8company rating

    Personal banker job in Mason, 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. 60d+ ago
  • Financial Aid Representative

    Beonair Network of Media Schools

    Personal banker job in Columbus, OH

    About Us: The BeOnAir Network is an organization that instructs students in all areas of the broadcast industry to become the next generation of media professionals. Our brand promise is “Learn from a Pro to Become a Pro”; students are trained by broadcast media professionals working in the field. The organization operates seven campuses across Ohio, Illinois, Colorado, and Miami. Like all members of the BeOnAir Network staff, the Financial Aid Advisor is expected to project the organization's core values and core purpose. This position supports a college and creative culture and ensures graduates are fully ready for entry-level employment opportunities. A key role of the Financial Aid Advisor is assisting students with their financial aid eligibility. This individual is accountable for the one-on-one advising involved in ensuring students comply with their federal financial aid. The Financial Aid Advisor will work closely and in conjunction with the Admissions Departments to provide financial aid options for potential new students and complete their packaging on time. The Financial Aid Advisor is also responsible for meeting a monthly cash collection goal. Additional responsibilities may include participation in orientation, graduation, campus events, and various tasks. The Financial Aid Advisor must have extensive experience and judgment to plan and accomplish campus and department goals. Scorecard accountabilities: Financial Aid first-time appointments, applicants that enroll within five days, same-day financial aid estimate, students enrolled in auto debit/payer express, cash collected vs. cash due, title 4 drawdowns on time, complete student financial aid packaging promptly. Responsibilities: Meet prospective students and determine their eligibility for financial aid and other most appropriate tuition options, including payment plans or other financing options. At a student's first meeting with the Financial Aid advisor, the goal of the visit is to be able to achieve an estimate of Financial Aid eligibility as a result of the student completing the FAFSA and receiving the EFC in an email confirmation. If the student has already completed the FAFSA during this session, the student should assign the school OPEID code to their FAFSA so the school can proceed with packaging. A follow-up appointment is to be scheduled within 48 hours so the student can return to complete the FA process. After a student is packaged and all internal documentation is filled out, enroll the student in payer express to contribute to the campus goal. Set all students up in QuickBooks Campus and QuickBooks Cash Receipt with all pertinent information, and upload award letters into QuickBooks. Upload files for review by NFA and RFA through the enrollment cycle. Upload Term 2 files for review by NFA and RFA once SAP is received from Education Submit completed drop packet for review by NFA and RFA Complete a payment plan form to ensure auto payment authorization and specific payment dates. Program tuition/fees or approved packing is due for all students by the end of add/drop. Assist students who are flagged for verification to complete the verification process within 2 weeks of informing student of being selected for verification. If any packaging for a student results in more than an out of pocket $5000 balance as of the last day of the last term, then approval must be requested from the CEO prior to the student sitting in class or being counted as an enrolled student. Ensure packaging does not exceed 30 months. If any additional time, seek approval from the National Director of Financial Assistance and Planning (NDFAP). - Adhere to non- interest payment plan: only available to students who after borrowing from Direct and Plus loans still have a balance left on their account. Print and file student ledgers to confirm all pulls were received. Maintain compliant FA files to include all documents on checklist that relate to the first term. (This includes: Enrollment Agreement, ISIR, NSEstimate of FA, Signed Award, Entrance Counseling, MPN, Payment Plan, and any items flagged for verification and ledger card. For the second terms proof of SAP assessment, revised ledger card and before graduation Exit counseling.) Responsible for maintaining receipt of payments. Complete nightly bank deposits. Interact with students using phone, email, texts, social media channels, and one-on-one communication to ensure accounts are less than 30 days past due. FA Advisor must conduct a daily review of the aging reports and/ or internal tracking reports for payments due by active cohorts to manage meeting weekly cash goal. Join in on weekly one-on-one ledger reviews with NFA and RFA and send a follow-up email about any pending financial aid needing to be requested Ensure payments are collected and processed on the due date. (If a due date falls on the weekend, payment should be sought the Friday before.) Complete a weekly review of grads and drops on aging to ensure accounts are current. Execute MPN's by the end of the drop/add period. Conduct Entrance and Exit counseling as due. Follow up with pending financial aid students to ensure they have all information needed for their education decision to meet app to enroll weekly goal. Supervision Received: This is an independent position that reports to the Campus Director and National Director of Financial Assistance and Planning. Two mandatory weekly meetings takes place: 1) Financial Aid Advisor to discuss goals to actual achievements; 2) Staff Meeting. Supervision of Others This individual may supervise another financial aid advisor should campus needs require. Physical Demands In order to fully service the staff and student needs this position requires the employee to often physically move from department to department. This is not a sedentary position. Occasional lifting, bending and climbing stairs Frequent talking, listening, walking, sitting and standing Ability to perform multiple concurrent tasks and function in a fast-paced working environment Work Experience Requirements Three years of business experience, ideally within a financial aid/customer service background. May need to complete credit, criminal, and drug background checks successfully. Education Requirements 4-year college degree and/or experience equivalency. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
    $31k-62k yearly est. 60d+ ago
  • Universal Banker

    Sb Financial Group, Inc. 4.0company rating

    Personal banker job in Dublin, OH

    State Bank, a growing community bank, has an exciting employment opportunity based out of our Dublin office! We are looking for a Full Time Universal Banker to join our dynamic team of sales and service professionals. We offer an extensive benefits package including competitive compensation, retirement savings plans, medical/dental/vision, company-paid life and AD&D insurance, paid time off, short and long term disability, quarterly incentives, and more! In addition, State Bank strives to give back to the community. State Bank GIVES (Gathering Individuals to Volunteer, Empower and Serve) is a Volunteer program created to provide local non-profit organizations access to State Bank employees who volunteer their time to make a difference in the lives of the people and communities we serve. Apply Today! Equal Opportunity Employer
    $32k-37k yearly est. Auto-Apply 60d+ ago
  • Financial Sales Consultant

    Lower LLC 4.1company rating

    Personal banker job in Columbus, OH

    Here at Lower, we believe homeownership is the key to building wealth, and we're making it easier and more accessible than ever. As a mission-driven fintech, we simplify the home-buying process through cutting-edge technology and a seamless customer experience. With tens of billions in funded home loans and top ratings on Trustpilot (4.8), Google (4.9), and Zillow (4.9), we're a leader in the industry. But what truly sets us apart? Our people. Join us and be part of something bigger. Job Description: In this role you'll play a pivotal role in helping customers navigate their home financing journey. You'll connect with potential clients, uncover their needs, and provide expert guidance on loan options-all while enjoying unlimited earning potential and a fast-paced, rewarding career. Why You'll Love This Role: Uncapped Commission - The more you close, the more you earn! Plenty of Warm Leads - Focus on selling, not prospecting. Industry-Leading Technology - Tools that simplify and streamline your workflow. Rapid Career Growth - Clear promotion paths as we continue expanding. Support & Training - Ongoing mentorship and weekly coaching sessions. What You'll Do: Engage and build relationships with potential clients Provide expert guidance on loan options tailored to client needs Analyze financial data to identify the best financing solutions Present loan programs that align with company and regulatory standards Help customers achieve their homeownership dreams Who You Are: A persuasive communicator with a sales-driven mindset Energetic, competitive, and motivated by financial success Skilled at building rapport and uncovering customer needs A fast learner who thrives in a high-performance environment Rotational Program: Complete a comprehensive 3-month, fully paid training program to gain hands-on experience Prepare for and pass your NMLS exam to become licensed Transition into the Loan Advisor role, where you'll start working with clients, closing loans, and earning commission This is your chance to launch a lucrative career in the mortgage industry with a locally and nationally recognized best place to work that values promotion from within. Are you ready to join us and start changing lives? Apply today! What You'll Get: Competitive compensation plan Extended benefit offerings, including medical/dental/vision, paid holidays, paid time off, parental leave, life insurance, short- and long-term disability, and 401K with company match Corporate wellness program Discount on home mortgage refinances or purchases Where You'll Work: You'll join us on-site at our Columbus, Ohio, headquarters at 711 N High Street in the heart of the Shorth North district. Compensation: Enjoy a competitive commission-based structure with potential annual earnings ranging from $75,000 to $200,000. Lower provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Privacy Policy
    $32k-40k yearly est. Auto-Apply 60d+ ago
  • Licensed Clinician (LPC LSW LPCC LISW) for Women's Empowerment Program

    North Community Counseling Centers 4.0company rating

    Personal banker job in Columbus, OH

    North Community Counseling Centers (NCCC) is a nonprofit, mental health and addiction agency that has been providing essential services since 1968. We're on a mission to assist people in the community to achieve their maximum potential by providing behavioral healthcare services in a healthy, comfortable, and safe environment. With four locations and home- and school-based programs, NCCC is able to offer solutions to challenges related to mental health and addiction. In addition to therapy, NCCC offers case management, substance use disorder treatment, and youth and adolescent programming. We invite you to join our team and start changing lives today. Job description We are looking for empowered individuals that are dedicated and passionate about behavioral health to join us on our mission to change the lives of the people in our community. The Licensed Clinician provides behavioral health services to the Women's Empowerment Program. A variety of services include mental health treatment, counseling, assessment and diagnoses, and, crisis intervention. The Licensed Clinician works collaboratively with an interdisciplinary team to provide comprehensive and integrated care. This position engages in opportunities to participate in staff and community activities that contribute toward clinical hours. The Licensed Clinician has the ability to create a schedule that works best for their needs and receives on-the-job training. Additional benefits of this position include access to free CEU's and training for licensure, diverse populations to work with, and the availability to grow with a variety of experts in diverse disciplines. Duties and Responsibilities: Accurately assesses and documents clients presenting problems, history, symptomology, mental status, diagnosis and prescribes initial interventions in a timely manner. Facilitates groups for the Women's Empowerment Program at the facility and in the community. Lite Case Management. Meets with clients of the Women's Empowerment Program to assist in developing specific, realistic, and measurable treatment goals and objectives. Conduct diagnostic assessment services and substance use disorder evaluations in order to identify client needs. Orient clients to North Community Counseling Centers clinical programs, policies, procedures, and phases of treatment. Determines appropriate milestones to gauge client progress. Facilitate referrals to other healthcare professionals and programs. Updates and maintains accurate client documentation. Participates in community and internal activities. Communicates needed information respectfully and clearly with clients, providers, and staff. Abides by and has knowledge of agency confidentiality policies and HIPPA rules. Perform other duties and special projects as assigned. Qualifications: Active LPC LSW LPCC LISW Bachelor's degree in social work, clinical counseling or a related field required. Social work or professional counselor licensure required. Previous experience in social work or counseling Strong documentation skills and ability to use electronic health record system Compassionate and caring demeanor Ability to build rapport with clients Strong leadership qualities Excellent written and verbal communication skills Valid Driver's license & insurance Agency Benefits: Medical, dental, and vision insurance coverage Free CEU training Mileage reimbursement Flexible schedule In-office work environments Paid vacation and sick time Guaranteed 9 paid holidays Competitive reimbursement Monthly bonuses as earned. Job Type: Full-Time, Part -Time Evenings, Weekends & Day Shift Pay ranges for the clinician position are based on experience and level of licensure. Candidates may select a set salary or variable hourly wage. Salary clinician positions include a benefits package. This position requires 95 billable hours per month (est. 25 hours per week). $50,000 - $54,000 for LSW/LPC/LCDC II & III $56,000 - $63,000 for LISW/LPCC Hourly wage positions are eligible for benefits with 72 billable hours per month. *Conditions apply. $37.50 for LSW/LPC/LCDC II & III $43.00 for LISW/LPCC North Community Counseling Centers is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
    $56k-63k yearly 60d+ ago
  • Small Business Banker II

    Northwest Bank 4.8company rating

    Personal banker job in Columbus, OH

    The Small Business Banker II services a wide variety of business loans including commercial and industrial loans, SBA, and commercial real estate while working as part of a team with branches, credit, and product partners. This position develops meaningful relationships and engages in cross- selling credit and noncredit products as appropriate. Essential Functions: Develop new and expanding existing small business relationships Consistently achieve 8-12% year over year net balance sheet growth on an annual basis depending upon market conditions and regional budget assignment Develop partnerships with Branch Managers, Treasury Management Advisors, Merchant Services and Trust and Investment Advisors to promote additional business opportunities and profitability for Northwest Call on potential or existing customers to develop new business as well as retain existing business with companies with revenues generally less than $10 million Engages in joint-calling activity with branch partners at a regular frequency Works to promote cross-sell behaviors personally and within assigned branch territory Interview applicants to develop information concerning their financial needs and repayment ability in order to assess acceptable level of risk Follow current loans to ensure complete compliance with terms Proactively keep abreast of industry trends 25% of calls prospecting new clients and relationships Achieve and exceed budget goals as assigned by Region Actively participate in community affairs Encourage clients to maintain their personal banking at Northwest Prepare electronic loan applications for submission to Credit Make loan presentations and recommendations to Credit, team leaders and senior line of business managers as required Partner with credit to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management, merchant services and other related commercial services Ensure risk ratings are appropriate based on your knowledge of the client As required, collect on delinquent accounts Analyze financial statements and related credit material to assess risk on a continuous basis Complete loan closings as required Provide credit information and references for internal review as requested Ensure all credit files include current financial statements, agency reports, etc. Participate in continued sales and credit training Complete all required Compliance training in a timely basis Ensure compliance with all Regulatory requirements Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Qualifications: Bachelor's Degree Business, Accounting, Finance, Economics, or Marketing preferred 5 - 6 years Business Banking/Branch Management experience with intensive Business Focus required Knowledge of all cash management services Knowledge of credit, SBA (Express, SBA 7a, and SBA 504), and noncredit services and products Knowledge of merchant services #LI-MM1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $27k-54k yearly est. Auto-Apply 31d ago
  • Financial Clearance Representative L2 (Pre-Certification Specialist)

    Osuphysicians 4.2company rating

    Personal banker job in Columbus, OH

    Looking to join our dynamic team at Ohio State University Physicians where excellence meets compassion? Who we are With over 100 cutting-edge outpatient center locations, dedicated to providing exceptional patient care while fostering a collaborative work environment, our buckeye team includes more than 1,800 nurses, medical assistants, physicians, advanced practice providers, administrative support staff, IT specialists, financial specialists and leaders that all play an important part. As an employee of Ohio State University Physicians (OSUP), you'll be an integral part of a team committed to advancing healthcare, education, and professional growth. Our culture At OSUP, we foster a culture grounded in the values of inclusion, empathy, sincerity, and determination. We meet our teams where they are, coming together to serve each other and our community. Our benefits We know that having options and robust benefit plans are important to you. OSUP prioritizes the wellbeing of our team and that's why we offer our employees a flexible, competitive benefit package. In addition to medical, dental, vision, health reimbursement accounts, flexible spending accounts, and retirement, we also offer an employee assistance program, paid time off, holidays, and a wellness program designed to support our employees so they can live their best lives. As an OSUP employee, you will be eligible for these various benefits depending on your employment status. Responsibilities Uses integrated health information systems and telephone technology with customer service skills to facilitate customer interactions such that the customer experiences the Medical Center and its entities as an accessible, coordinated, and seamless entity. Performs an accurate search for patients in EPIC database, thus reducing the number of duplicate patient records. Assesses the patient's financial ability to pay for services, referring patients to financial counseling staff when appropriate. Sends eligibility requests to all payors to verify accurate and current coverage. Provides required clinical, insurance, and demographic information to payor to obtain precertification. Verifies insurance eligibility via various tools. Requests and creates referrals for specified population, as required. Pre-certifies and obtains authorization numbers and enters information into patient's account obtaining medical, ICD and CPT codes. Contacts external companies to verify patient's employment and insurance information for Workers' compensation cases, as required. Works with the Veterans' Administration to ensure services are covered and authorized. Provides accurate information to billing and case management to ensure payment of claims. Interacts and maintains excellent working relationships with medical staff, referring physicians, and their designees to obtain complete, accurate, timely clinical and financial information required for payer reimbursement. Displays the highest level of customer service, attentiveness, and consideration possible in all cases, keeping within the standard set by the Office of Compliance and HIPAA in reference to confidentiality. Alerts management of problems with systems and workflow. The ability to perform the duties of FCR Pre-Reg and to assist that area as assigned. Other duties as assigned. Qualifications Associates degree or higher, or high school diploma/GED with 2+ years of experience in insurance, healthcare, or related field. Excellent customer service skills coupled with enthusiasm and compassion along with the ability to work in a fast paced environment. Exceptional verbal and written communication skills. High level of interpersonal skills to handle sensitive, confidential situations and establish effective working relationships with patients, physicians, team members, and others throughout the organization. Attendance, promptness, professionalism, the ability to pay attention to detail, cooperativeness with physicians, co-workers and supervisors, and politeness to customers, vendors, and patients. Ability to escalate issues if necessary. Knowledge and understanding of coding, insurance, and Federal, State, and 3rd party billing/reimbursement requirements. Experience with PC applications including MS Office and Internet. Ability to maintain employer training requirements. Pay Range USD $17.84 - USD $26.76 /Hr.
    $17.8-26.8 hourly Auto-Apply 6d ago
  • Mortgage Banker

    Cfbank 3.7company rating

    Personal banker job in Westerville, 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: The Mortgage Banker (Mortgage Loan Officer) position is accountable for acquiring new mortgage loan customers and performing specific duties relating to the origination of residential mortgage loans and must facilitate the loan process with the customer from initial application until closing. What you'll do: * Comply with Bank policy and government regulations related to mortgage lending. * Maintain knowledge of available loan products, processing procedures, and underwriting guidelines. * Market and sell CFBank Mortgage Products through inside and outside sales to networks and develop referral contacts from realtors, past customers, financial planners, accountants, attorneys and other professionals. * Work with potential and existing clients to uncover and sell products that best meet customer needs, gaining commitments for mortgage loans. * Conduct pre-approval loan process by gathering financial information from customer and reviews customer credit to match customer need with best product available. * Work closely with mortgage operational staff throughout entire lending process, utilizing verbal and written communication and any related software throughout the lifecycle of the loan as necessary. * Comply with internal security policies and procedures and maintain customer confidentiality at all times. * Adhere to all regulations, policies, and record-keeping requirements. Complete all required training related to bank regulations and policies. * Accept other responsibilities and projects as requested to add value for CFBank. Education And Experience: * 1-2 years of related training and/or experience preferred for Junior level (mentored). * At least 2 years of mortgage experience is preferred for Sr. level Bankers. What We Offer: * Excellent Benefits Package: Top benefits include dependent coverage! * 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-26k yearly est. 5d ago
  • Relationship Banker

    Lcnb Corp 3.8company rating

    Personal banker job in Monroe, OH

    Identifying Information: Department: Branch Operations Reports To: Teresa McCurley, Branch Officer Status: Part-Time Hourly Non-Exempt Bank Operation Hours: Monday - Friday 8:15am-5:15pm Position Purpose: LCNB National Bank is seeking a Part-time Relationship Banker to join our Monroe branch operations team. 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 equipment 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. Auto-Apply 3d ago

Learn more about personal banker jobs

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

The average personal banker in Springfield, 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 Springfield, OH

$35,000

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

The biggest employers of Personal Bankers in Springfield, OH are:
  1. The PNC Financial Services Group
  2. Fifth Third Bank
  3. PNC
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