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Senior Banker II - North Main and Forest Park
Bank of America 4.7
Personal banker job in Middletown, OH
Middletown, Ohio
**To proceed with your application, you must be at least 18 years of age.**
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**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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Banking Representative
Russell Tobin 4.1
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
Proprietary Equity Trader
T3 Trading Group 3.7
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
Short Term Trader/Dispatcher I
AES Clean Energy 4.8
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
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 II- Columbus, OH- Bilingual English and Spanish Required
Jpmorganchase 4.8
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: *********************************************************************
$30k-67k yearly est. Auto-Apply 5d ago
Virtual Banker II- Columbus, OH
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
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. 26d ago
Universal Banker
Peoples Bancorp Inc. 4.5
Personal banker job in Blanchester, 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 has donated over $8 million to local organizations since its inception in 2003.
We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank and work:
* American Banker Best Banks to Work For in 2021, 2022, 2023, 2024 and 2025
* Top Workplaces USA national award in 2022, 2023, 2024 and 2025
* Newsweek's America's Best Banks 2023 and 2024
* Newsweek's America's Greatest Workplaces 2024 and 2025
* Forbes America's Best Banks 2024 and 2025
* Forbes Best-in-State Banks 2020, 2021 and 2025
* TIME's America's Growth Leaders 2026 award winner
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 position provides excellent service to customers in accordance with Peoples Bank policies. Will open deposit accounts, handle CSR transactions, sell/cross sell bank products and services, generate and execute consumer loans, and resolves customer service issues. This position engages in sales and service activities in branch locations. Contribute directly to the success of the banking center by recognizing and uncovering opportunities to make sales referrals on products and services. This position will also refer customers to the appropriate source or channel to address their need.
Job Duties
* Deliver superior customer service with a friendly demeanor, can-do attitude, and willingness to help at all times.
* Develop and retain the customer base, greet by/use name, have knowledge of account ownership, and be responsive and timely with correspondence and problem resolution.
* Maintain a position of trust and responsibility by keeping all customer business confidential.
* Maintain balancing and error record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for more difficult errors.
* Will be responsible for processing complex multi-step transactions.
* Must have the ability to research and offer solutions to resolve customer issues by using knowledge of the organization to identify helpful resources. Will provide follow up to customer on resolution.
* Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, and examines checks for endorsement and negotiability.
* Acquires, uses, and maintains, consumer lending product knowledge and abilities to generate and execute consumer loans, lines and deposit products.
* Must be self-motivated and assertive with an ability to perform well in a sales environment and interact well with customers and team members in a professional manner.
* Must possess an ability to turn service encounters into dialogue based meetings where other needs can be uncovered.
* Consistently meeting or exceed sales referral goals as set by management. Maintain a well develop working knowledge of the complete line of products and services offered.
* Initiate conversations to uncover customer needs to be capable of effectively referring customers to business partners for the selling and cross-selling bank products and services to customers.
* Consistently completes required training for all bank and branch policies and procedures.
* Responsible for interpreting documents such as safety rules, account documents, operating and maintenance instructions, consumer loan documents and procedure manuals. Ability to speak effectively before groups of customers or employees of organization.
* Define and offer solutions to resolve problems. Uses knowledge of the organization to identify helpful resources.
* Follow operational standards regarding security, risk management, and compliance.
* Make sales calls via phone or zoom to clients and/or prospects on a weekly basis to meet calling goals of the branch while recording those calls in the Salesforce.
* Ability to interpret data to evaluate for acceptable lending ratios and product and service opportunities.
* Must be able to meet scheduled working hours as designated by manager to ensure effective functionality of the branch to meet client needs.
* Responsible for meeting Retail Branch Standards which includes dress code.
* Will perform special projects as assigned.
Education, Experience and Job Skills:
* High School Diploma or GED;
* Minimum 1-year work related experience in customer service.
* Ability to work in a fast-paced environment with a high degree of accuracy and close attention to detail.
* Proficient knowledge of Windows and Microsoft Office software (Notes, Word, and Excel).
* Excellent verbal and written communication skills.
* Positive and professional attitude.
* Proven Team Player.
* Daily reliable transportation.
* Role requires consistent standing to perform role. Bending or squatting may also be required to access night drops, coin machines, vaults, ATM, etc based upon the branch set up.
* Must be able to lift up to 25 lbs. consistently
* Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed.
* Must be able to pass background and credit standards to hold NMLS credentials.
* Trustworthy and confidential behavior is essential in this role.
Basic Qualifications:
* High School Diploma or GED.
* Minimum 1-year work related experience in customer service.
* Daily reliable transportation.
* Role requires consistent standing to perform role. Bending or squatting may also be required to access night drops, coin machines, vaults, ATM, etc. based upon the branch set up.
* Must be able to lift up to 25 lbs. consistently.
* Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed.
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.
$31k-37k yearly est. 1d ago
Universal Banker
First Federal Lakewood 4.2
Personal banker job in Dublin, OH
Full-time Description
The Universal Banker is the core role within the First Federal Lakewood retail branches. There are 3 levels within the Universal Banker job family with progressive responsibilities. All Universal Bankers provides exceptional front line customer service and sales within the branch.
Level 1 Duties and Responsibilities:
Operates Teller window; maintains acceptable outages based on the Branch Operation Guidelines; maintains appropriate cash limits; follows policies and procedures to ensure compliance for branch audits. Appropriately escalates complex customer issues to Universal Bankers 2 and 3.
Opens and closes basic accounts and services with accuracy and in accordance to bank policies and applicable regulations. Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products. As needed, supports Universal Bankers 2 and 3 with advanced account openings, sales and service.
Understands and strives to meet individual, team and branch performance metrics and sales goals. Participates in team meetings, completes all assigned training and learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system and online service procedures.
As needed, performs basic opening and closing duties independently (including arming and disarming the branch). Assists with back-office duties including completing basic reporting, balancing ATMs and processing night/mail deposits. Follows all safety and security protocols and escalates issues appropriately.
May float to other bank branches as needed.
Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations.
Qualifications and Skills Level 1:
0-2 Years of banking experience is required.
Experience handling cash is required.
High School Diploma or equivalent is required.
Experience in customer service is preferred.
Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred.
Driver's license is required (for float positions)
Level 2 Duties and Responsibilities:
On top of the duties listed in level 1, level 2 duties and responsibilities include:
Provides excellent customer service by processing customer transactions and handling account maintenance; answers customer inquiries both in person and on the telephone including Customer Relationship Center Support; follows-up with customers as necessary.
Monitors activities and acts as a resource for assigned staff; approves transactions; ensures procedures are being followed; monitors over/short reports. As needed, operates teller window following Branch Operation Guidelines, policies and procedures.
Maintains vault by ordering cash, distributing cash to assigned staff, and reconciling the vault; ensures adequate cash is available for customer transactions.
Opens and closes accounts and services with accuracy and in accordance to bank policies and applicable regulations. Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products.
Handles check verification and wire transfers as needed. Keeps up to date with related system and maintains wire transfer certification.
Understands and strives to meet individual, team and branch performance metrics and sales goals. Facilitates teamwork and shared responsibility for success. Participates in and may lead team meetings, completes all assigned training and leads staff training as necessary. Learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system, online service procedures, wire transfer certification and Webcapture system.
Able to perform all branch opening and closing duties. Prepares, updates and monitors assigned reports in a timely manner and with accuracy.
Qualifications and Skills Level 2:
2-4 Years of banking experience is required. Experience must include cash handling and customer service. Experience handling cash is required.
0-2 years of experience as a supervisor, mentor or team leader is preferred.
Strong understanding of banking laws and regulations is required.
Notary Public is preferred.
High School Diploma or equivalent is required.
Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred.
Driver's license is required (for float positions)
Level 3 Duties and Responsibilities:
On top of the duties listed in level 1, and level 2, level 3 duties and responsibilities include:
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.
Qualifications and Skills Level 3:
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.
Physical Environment All Levels:
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.
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.
$32k-37k yearly est. 5d ago
Financial Aid Representative
Beonair Network of Media Schools
Personal banker job in Columbus, OH
Job Description 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. 4.0
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
Licensed Clinician (LPC LSW LPCC LISW) for Women's Empowerment Program
North Community Counseling Centers 4.0
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
Private Banker
Cfbank 3.7
Personal banker job in Columbus, 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. 17d ago
Small Business Banker II
Northwest Bancorp, Inc. 4.8
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 60d+ ago
Main Banker
Miami Valley Gaming 3.5
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
Financial Services Representative - State Farm Agent Team Member
Adam Deel-State Farm Agent
Personal banker job in Columbus, OH
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Dental insurance
Free food & snacks
Health insurance
Opportunity for advancement
Paid time off
Parental leave
Training & development
Vision insurance
Position Overview
I am a local State Farm Insurance Agent looking to hire an outgoing and customer-focused individual who enjoys working with the public. Do you aspire to some day run your own business, be an advisor looked to in your community, and lead a team? As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience. This development and mentoring can lead you in the right direction to better prepare you for a potential career as a State Farm agent. As part of this opportunity, you will learn from an experienced agent, see what it's like to run a business and help grow an agency.
Responsibilities
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Work with the agent to establish and meet marketing goals.
Use a customer-focused, needs-based review process to educate customers about insurance and financial options.
Adaption of skills necessary to operate a business.
As an Agent Team Member, you will receive...
Health, Dental, and Vision Insurance
Salary plus commission/bonus
Life/Disability Insurance Benefits
401K with matching funds
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my agency
Learning to market property/casualty, life, health and banking and financial products
Setting sales and growth goals
Working closely with the agent to gain an understanding of the agents role and office logistics
Learning how to network effectively
Qualifications
Excellent communication skills - written, verbal, and listening
Highly organized and detail-oriented
Ability to build client rapport and establish relations
Experience in sale preferred but not required
Proactive in problem-solving
Able to work in and manage a team environment
Experience in Windows computer applications
Able to coordinate and collaborate with others to achieve agency goals.
Able to succeed in a fast-paced environment
Able to obtain Property and Casualty License
Able to obtain Life and Health License
Able to obtain FINRA Series 7 and 63 Licenses
Our Agency
Adam Deel is a State Farm agent in Columbus, Ohio. We are a top ranked agency in the state of Ohio. Our work environment is fast-paced, team centric, and goal oriented. We focus on providing excellent training on the insurance industry while providing existing employees an opportunity to advance within the agency and State Farm. If you are ready to start your career in the insurance industry, our office would be a great home for you! Follow the next steps below to apply.
Next Steps
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies agent selection process.
$26k-44k yearly est. 19d ago
Digital Support Banking Specialist
Embark Recruiting Solutions
Personal banker job in Columbus, OH
Title: Digital Support Banking Specialist Duration: Contract to Hire Our client, a leading digital bank, has an immediate need for Digital Support Banking Specialists. The Digital Support Specialist will demonstrate excellent decision-making abilities, mitigate risk and
ensure contractual Service Level Agreements are adhered to. This role also serves as part of the
Digital Support Team by fielding all incoming customer phone calls and various forms of digital
communication from clients. This position is responsible for solving customer
issues, performing various account maintenance requests and providing additional support as
necessary to create a seamless one touch resolution for each customer. This role also requires a
high level of dedication to providing excellent customer service both over the phone and through
various digital channels. This position requires schedule flexibility in order to meet the
Company's scheduling demands of a 24/7/365 Contact Center. ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES:
• Efficiently answer inbound calls, secure messages and other communications from digital
bank clients.
• Accurately manage communication for new digital bank customers related to new
account onboarding.
• Solve problems and answer questions; listen to and anticipate clients' needs in order to
completely and accurately resolve their issue on first contact, reporting problems in
systems and identifying client impacting situations proactively
• Utilize numerous programs and systems to investigate, troubleshoot and resolve client
tickets and inquiries.
• Actively participate in testing of bank environments, validation of data and use of
systems to adequately verify new code and enhancements are fully vetted.
• Monitor Digital Bank applications and decision based on structured account onboarding
procedures while adhering to respective regulations and policies.
• Complete all transactions with accuracy and within guidelines, policies or procedures,
exercising discretion and independent judgement.
• Develop oneself professionally by participating in training, engaging in self improvement
initiatives and skill-building activities to enhance product knowledge, systems
knowledge, sales and client relations skills.
• Actively participate in coaching and feedback sessions by setting goals and achieving
results.
• Proactively take advantage of opportunities to become more involved with job training on
processes or procedures through daily job functions.
• Perform all other related duties as required or assigned. QUALIFICATIONS:
• Associate's Degree or equivalent experience in a related field
• 2+ years of relevant experience in the financial industry
• Heavy Call Center experience OR experience working within a Bank or Credit Union in a
customer service role (Bank Teller, etc.)
• Working knowledge of computer hardware and software systems, and diagnostic utilities
• Expert communication and documentation skills, both verbal as well as written
• Strong technical training skills and detail oriented
• Exceptional interpersonal and client engagement skills
• Proven analytical and problem solving abilities
• Ability to prioritize work to meet deadlines
• Maintain flexibility in schedule to allow for occasional travel
$27k-45k yearly est. 60d+ ago
Financial Services Representative
CME Federal Credit Union 3.3
Personal banker job in Columbus, OH
At CME, we believe in Banking That Has Your Back. As an employer who is ranked as one of the Best Employers in Ohio and is the recipient of several Top Work Places award, we have the backs of our Associates as well! Here are just some of the benefits our Associates receive:
Strong work/life balance
4 weeks of paid time off each year
Paid holidays every year
Pet bereavement leave
Maternity/paternity leave
A strong health and wellness program with health and financial rewards
Annual Mental Health Day
401(k) match of up to 6%
Monthly incentives and annual bonus potential
And so much more!
A financial institution in central Ohio, CME Federal Credit Union was started by the local heroes of our community - City of Columbus Fire and Police Departments. We now offer financial services to everyone in Franklin County and the 7 surrounding counties and remain dedicated to serving those who serve our community! Everything we do has just one mission, to offer strong financial solutions!
CME Federal Credit Union 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.
Requirements
We are currently looking for a full time Financial Service Representative (FSR) to be a financial hero to our members!
Our hero's mission is to . . .
Assist members with new and existing memberships, deposit accounts, and account maintenance.
Process financial transactions for members and non-members as needed.
Open and close accounts: Savings Accounts, Checking Accounts, Money Market Accounts, HSA/IRA's, Share Certificates, Trusts, Estates, and Business Accounts.
Uncover and suggest financial services to meet the member's needs by informing members of our products and services.
Transition members and prospects for loan needs to our Centralized Lending Team.
Meet individual goals and objectives while contributing towards achieving branch goals and objectives.
Comply with all applicable CME policies, procedures, internal controls, and Federal, State, and Local regulations as applicable.
Build strong relationships with members and co-workers.
Provide outstanding service while taking initiative and finding solutions
To complete this mission, our financial hero needs to be friendly, approachable, empathetic, and patient. Our hero also needs to be an organized self-starter who is a created problem solver that is solution oriented. Being adaptable with great communication skills is a must. At a minimum, our hero needs to have a high school diploma or equivalent along with at least 2 years consistent sales experience. Financial institution and deposit product experience is preferred.
Do you have what it takes to be a financial hero?! If so, click the Apply button!
$26k-29k yearly est. 1d ago
Relationship Banker
Telhio Credit Union 3.8
Personal banker job in Columbus, OH
Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. As one of the largest credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and community involvement. After generations of service and growth, we never lose focus of our three core values - Caring, Commitment, and Integrity. About our Position
The Relationship Banker at Telhio Credit Union, you will be accountable for uncovering and satisfying the needs of our members; Being a trusted advisor for our members and be the "One Telhio" solution for our members. Your key focus will be to ensure that you deliver extraordinary service and innovative financial solutions to our members. This is a full time position working Monday through Friday (9am - 6pm) and rotating Saturdays (9am - 1pm). Responsibilities:
Perform all transactions in DNA accurately and efficiently (i.e. Cash Withdraws, Deposits, loan payments)
Process Credit Card payments in our 3rd party portal
Perform all IRA/HSA/etc. transactions in Ascensus
Open IRAs and HSAs in Ascensus.
Process member requests for wires, as needed.
Inform Members about products, services, and current promotions
Cross-sell credit union products by answering inquiries; informing members of new services and products promotions; ascertaining customer needs; directing customers to lobby and partner representatives.
Conform/Comply with all applicable Telhio policies, procedures, and regulations.
Maintains member confidence and protects credit union operations by keeping information confidential, cautioning others regarding potential breaches.
Balance cash drawers accurately.
Complies with credit union operations and security procedures by participating in all dual-control functions.
Witness and assist in audits as requested.
Open all consumer accounts in DNA.
Perform all account maintenance for consumer and business members.
Process any, and all, disputes for consumer and business members.
Closes loans, when needed, for members in branch.
Qualifications:
High School Diploma or Equivalent (Required)
Associates degree (Preferred)
1-3 yrs - Experience in Member/Customer Service (Required)
1-3 yrs - Experience in Financial Services (Preferred)
Notary License (Upon hire/ Required)
NMLS Designation (Upon hire/ Required)
Effective communication skills (oral and written)
Excellent Time management
Attention to detail
Telhio applicants must be able to pass a background check including: Credit, Drug Screen, Bondability, & Criminal Background.
What you will earn:
Competitive pay
Benefits: several medical plan options, dental, free vision, free life and free disability insurance
6% matching and immediately vested 401(K) plan
Generous schedule for paid holidays, vacation and personal time for a healthy work-life balance
Opportunity for personal career growth, continued education and mentorship programs
Volunteer opportunities impacting the local community
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position requires sitting; some reaching; frequent standing and walking; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds.
This is a Non-Collective Bargaining Unit
Telhio is an Equal Opportunity Employer
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.