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  • Payments Associate - Bank Operations - Wheeling, WV

    Wesbanco Bank Inc. 4.3company rating

    Personal banking officer job in Columbus, OH

    Back Payments Associate - Bank Operations #51-8592 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally attend in person meetings, although primary functions of the role are performed remotely). Market Wheeling Work Hours per Week 37.5 Requirements High school diploma or general education degree (GED) required. Associate's Degree in Business, Finance, or Accounting preferred. Customer Service and administrative experience required with payment or bank operations experience preferred. Job Description SUMMARY: The payment areas include ACH, Wire and other real time payment channels. The payment areas handle processing of payment receipt and delivery for all customers. The primary responsibilities include handling the flow of transactions and work to ensure proper and timely posting of payments. The payment area strives to provide excellent internal and external customer support for existing consumer and business accounts. The Payments Associate performs a variety of routine daily tasks including processing payment transactions, reviewing reports, and assisting with reconciliation duties. Responsible for providing internal customer support to all branches, treasury management, corporate banking, and lending personnel concerning questions in regards to payment processing. This position must work collaboratively with all departments within the organization. CUSTOMER SERVICE SKILLS: Willingness to provide a level of service which will clearly differentiate us from our competitors. INTERPERSONAL SKILLS: Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner. Ability to communicate effectively with customers or employees in writing, in person, or via telephone. Ability to handle workload pressure and deadlines. Ability to work independently. Ability to maintain confidentiality. Team player with a positive outlook. Must be detail oriented and have good organizational skills. ESSENTIAL DUTIES AND RESPONSIBILITIES: Provides customer service via phone, mail, and email for payment processing. Works in a queue based environment and handles the tasks as received. Reviews and processes payment requests, maintenance, research, and customer or banking center initiated requests through various payment processing systems. Performs transactions within associated compliance requirements. Analyzes transactional risk and reasonableness in accordance with bank guidelines. If any concern, escalate to management. Other job duties and/or responsibilities assigned with or without prior notice. OTHER REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Demonstrated proficiency in basic computer applications such as Microsoft Office. Knowledge of FIS IBS Insight and payment processing applications preferred. Ability to learn payment processing systems. Full-Time/Part-Time Full-time Area of Interest Operations All Locations Uniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesCincinnati, Ohio, United StatesIndependence, Ohio, United StatesColumbus, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFort Wayne, Indiana, United StatesFrankfort, Kentucky, United StatesHuntington, West Virginia, United StatesIndianapolis, Indiana, United StatesIronton, Ohio, United StatesNew Albany, Indiana, United StatesParkersburg, West Virginia, United StatesPittsburgh, Pennsylvania, United StatesToledo, Ohio, United StatesWheeling, West Virginia, United StatesYoungstown, Ohio, United States Show more
    $48k-90k yearly est. 2d ago
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  • Mortgage Loan Officer (Tidewater Market, VA/ Remote)

    Atlantic Union Bank 4.3company rating

    Remote personal banking officer job

    Atlantic Union Bank is hiring Mortgage Loan Officers focusing on Tidewater Market, VA! What's Needed: A minimum of two years' current experience as a Mortgage Loan Officer is required, along with established relationships and production within a specific market. Position Description: Originates and completes mortgage loan applications, submits loan files to processing and provides the highest level of customer service to our customers. Designs and implements comprehensive business plan to increase sales and build relationships with referral sources. Position Accountabilities: Completes telephone, mail-away and face-to-face Loan Applications with clients and approves loan disclosures for distribution to clients. All required fields in the application to be completed including all third party information prior to approval. Determines proper program placement of a loan file (i.e. FHA, VA, Conventional, USDA, etc.). Prices loans and locks rates as per Company policy. Reviews returned applications and documentation for completeness, accuracy, and compliance. Runs AUS and reviews for findings and required documentation. Prepares requested Pre-Qualifications as per Company policy. Orders credit reports, appraisals and title requests. Conducts regular follow-ups with clients and referral sources. Maintains regular communication with applicants throughout the processing period, assisting them with any questions and notifying them of any additional information required. Submits loan file allowing for stated turn times and works in conjunction with assigned Processor. Maintains pipeline of all loans in process, tracks their progress and meets all contractual deadlines. Assists all parties including the Processor during the entire process. Meets or exceeds minimum production requirements. Attends all settlements when possible. Completes annual Business Plan and meets regularly with Sales Manager. Keep informed of trends and developments in the local real estate market and competitive environment, as well as changes in rules and regulations pertaining to both private and government insured mortgages. Maintain a professional image and standards consistent with company policies and procedures. Organizational Relationship: Reports to Sales Manager/Branch Manager Position Qualifications: Education & Experience Minimum of 2 years loan officer experience, or industry equivalent if Sales Manager or Branch Manager deem history acceptable. NMLS registration required Knowledge & Skills Proven ability to read, write and communicate at a level consistent with the requirements of this position and to generate independent leads for new business and professionally communicate with existing and past clients. Working knowledge of standard loan products in the industry and strong familiarity with underwriting guidelines. Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Qualifications Experience2 years: Minimum of 2 years loan officer experience, or industry equivalent if Sales Manager or Branch Manager deem history acceptable. (required) Licenses & CertificationsNMLS (required) Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $37k-55k yearly est. 3d ago
  • Remote Premier Mortgage Loan Officer (Idaho)

    Zillow Group Inc. 4.5company rating

    Remote personal banking officer job

    Premier Loan Officer - ID Remote page is loaded## Premier Loan Officer - ID Remoteremote type: Remotelocations: Remote-IDtime type: Full timeposted on: Posted Yesterdayjob requisition id: P748859## About the team## About the role As a Premier Loan Officer with Zillow Home Loans (ZHL), you're not just originating mortgages - you're building a network within the fastest-growing channel in the industry. This role is designed for high-performing, entrepreneurial Loan Officers who thrive on driving results, building influential referral networks, and shaping the future of integrated real estate transactions.You'll leverage Zillow's Premier Agent Network, cutting-edge tools, and unique integration into the customer and agent experience to expand your market presence and outpace industry growth.This is an opportunity to scale your success within Zillow's ecosystem - where your drive and relationships fuel the rapid expansion of our Premier Channel.This role is “remote” with restrictions. Your designated remote location is defined as your principal place of residence, which must be physically located within the state listed above, **Idaho****.** You may also elect to spend some time working at a company office. Please note that your employment is contingent upon remaining in this location; any future requests to relocate to another state are subject to Company review and approval and may be denied based upon business need.**Key Responsibilities:*** Originate mortgage loans, guiding borrowers through the process, ensuring compliance, and providing all vital documentation for underwriting, processing, and funding.* Build referral relationships with top real estate agents in your market - strengthening existing partnerships while breaking into new, high-value agent networks.* Drive fully integrated transactions, connecting customers, agents, and the loan process through Zillow's platform.* Be a catalyst for the rapid expansion of Zillow's Premier Channel (2024-2026), outpacing industry benchmarks and setting new standards in the marketplace.* Achieve production targets through a combination of company-provided leads and self-sourced opportunities generated from strong partner relationships.* Use data-driven insights to strategically manage your pipeline, ensuring efficiency and maximum conversion.* Deliver a best-in-class customer experience through timely follow-up, transparent communication, and proactive problem solving.* Stay ahead of market trends, regulations, and lending programs to provide tailored solutions for borrowers and agents.* Manage leads from Premier Agent partners and cultivate new leads through strong partner relationships.* Promptly contact borrowers upon lead receipt and follow up after the initial discovery call to assess financing readiness and offer personalized support.* Ensure all transactions follow applicable laws, regulations, and company guidelines.* Maintain active licensing, complete required education/training, and stay current on regulatory changes and loan program knowledge.* This role involves the collection, storage, and use of your voiceprints (records of speech).In addition to a competitive base pay, employees in this role are eligible for incentive compensation. Actual amounts will vary depending on experience, performance, and location.“Remote” with restrictions. Your designated remote location is defined as your principal place of residence; which should be physically located within the state listed above. You may also elect to spend some time working at a company office. Please note that your employment is contingent upon remaining in this location; any future requests to relocate to another state are subject to Company review and approval and may be denied based upon business need.## Who you are* A high-performing Loan Officer with a proven track record of success.* An entrepreneurial self-starter who thrives in competitive markets and takes ownership of growth.* Skilled at building deep referral partnerships with top real estate agents.* Motivated by uncapped earnings and the opportunity to scale your business within Zillow's unique ecosystem.* Resilient, adaptable, and always looking for new ways to win.**Role Requirements:*** 3+ years of purchase mortgage origination experience as an active NMLS Loan Originator with multiple state licenses, or a Loan Originator working under a bank license (required)* Proven success in handling purchase loans and building referral business with real estate agents.* Physically located in and working from **Idaho****.*** Completed the 20-hr SAFE Pre-licensing Education and passed the SAFE Mortgage Loan Originator Test - National Component with Uniform State Content.* Strong client service orientation and consultative sales skills.* Excellent interpersonal skills, mortgage process knowledge, and ability to close loans successfully.* Proficiency in Microsoft products (Outlook, Word, Excel).* Associates or Bachelor's degree preferred.* Willingness to travel in-market (5% of the time) to engage with agents and expand referral networks.## Get to know us At Zillow, we're reimagining how people move-through the real estate market and through their careers. As the most-visited real estate platform in the U.S., we help customers navigate buying, selling, financing and renting with greater ease and confidence. Whether you're working in tech, sales, operations, or design, you'll be part of a company that's reshaping an industry and helping more people make home a reality.Zillow is honored to be recognized among the best workplaces in the country. Zillow was named one of and included on the list, reflecting our commitment to creating an innovative, inclusive, and engaging culture where employees are empowered to grow.No matter where you sit in the organization, your work will help drive innovation, support our customers, and move the industry-and your career-forward, together.*Zillow Group is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact your recruiter directly.**Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable state and local law.**Los Angeles County applicants: Job duties for this position include: work safely and cooperatively with other employees, supervisors, and staff; adhere to standards of excellence despite stressful conditions; communicate effectively and respectfully with employees, supervisors, and staff to ensure exceptional customer service; and follow all federal, state, and local laws and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations and the Company's reputation. Pursuant to the Los Angeles County Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.* #J-18808-Ljbffr
    $26k-34k yearly est. 4d ago
  • SBA Banker III

    Seacoast National Bank 4.9company rating

    Personal banking officer job in Columbus, OH

    The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Business Development Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to: Call Planning and Follow-Up Client Retention Calls New Client Prospecting Outbound Telephone Calling Efforts Networking Events Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals. Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment. Source and build new business relationships. Credit Acumen Complete understanding of all business credit facilities including, but not limited to: Structuring proper terms and product based on business need, useful life and business growth. Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential. Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy. Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations. Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities. Able to balance business needs with customer requests while managing potential risk to the bank. Adheres to Seacoast Bank's Code of Conduct. Acts as a mentor to junior level SBA Lenders within Seacoast Bank. Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed. EDUCATION and/or EXPERIENCE: High School Diploma or equivalent required. College degree in a financial related discipline preferred. 5+ years of directly related SBA experience preferred. 10+ years in business development and/or financial services experience required. Demonstrate excellent communication (written and verbal) and interpersonal skills. PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $38k-69k yearly est. 3d ago
  • Mortgage Loan Officer

    Farmers National Bank of Canfield 4.7company rating

    Personal banking officer job in Dublin, OH

    SUMMARY: The primary purpose of this role is to source, qualify and originate 1-4 family, mortgage loans. While conducting this work the Loan Consultant will also be required to discover and refer cross-selling opportunities as necessary to partner divisions within the Bank (Trust, Insurance, etc.). Loan Consultants will also be responsible for coaching and training retail branch staff regarding mortgage loan products, referral cues and referral processes. ESSENTIAL DUTIES and RESPONSIBILITIES: Source, qualify and originate 1-4 family mortgage loans Recognize and execute qualified cross-sell opportunities for other divisions such as Farmers Trust, Farmers Insurance, Commercial Lending and Private Client Services Support and partner with assigned retail branch teams to assist clients and generate new mortgage opportunities Develop and maintain profitable Centers Of Influence to help generate new business leads Develop and maintain relationships within the real estate community Collect, process and complete appropriate mortgage paperwork such as mortgage applications, tax statements, income data, etc. Create and track various production and call reports on a monthly/quarterly/annual basis Travel to multiple retail banking offices and client homes/offices on a daily basis Generate new business leads through personal referrals and other centers of influence Provide superior client service through meticulous attention to detail and to the client needs/wants Ensure compliance with all government and regulatory requirements Interview applicants and request specified information for loan application Analyze applicant's financial status, credit, and property evaluation to determine feasibility of granting loan Correspond with applicant or creditors to resolve questions regarding application information Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations. Complete other duties as assigned Regular, predictable attendance is an essential requirement of this position EDUCATION and/or EXPERIENCE: High School Diploma or G.E.D. required, Associate's Degree in business (real estate preferred) Must be eligible for NMLS licensing or be currently licensed and in good standing Minimum of 1 year experience in mortgage lending and/or processing Thorough knowledge of Freddie Mac (FHLMC) and Fannie Mae (FNMA) FHA/VA knowledge required Proven understanding of mortgage terminology, documentation, and regulations Proven organizational skills Strong computer skills (Excel, Word) E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran Qualifications EducationHigh School (required) Licenses & CertificationsNMLS (preferred) Skills Mortgage Lending (required) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $35k-46k yearly est. 3d ago
  • Mortgage Loan Officer I/II

    Navy Federal Credit Union 4.7company rating

    Personal banking officer job in Dublin, OH

    To interview and counsel members about first mortgage loans and to take mortgage loan applications. To establish and maintain personal relationship with members, and to guide and follow their mortgage loans from initial application through the loan closing process. To determine applicants' qualifications; providing detailed information about Navy Federal's mortgage and equity loan products; clarify complexities of the mortgage/equity loan process; and evaluate, personalize, and recommend financing alternatives. To build and maintain referral relationships with realtors, builders, and other centers of influence. Responsibilities Analyze referred loans for areas of concern and determine proper course of action (e.g. obtain explanations for derogatory credit) Determine and advise members on approved loan conditions and documentation requirements Ensure progress and inclusion of required mortgage processing information (e.g. verifications of employment, assets, income and liabilities; appraisal reports, Navy Federal and investor requirements, etc.) Maintain contact with the member, Realtor and/or seller during the entire loan process Monitor mortgage loan process and ensure compliance with Federal laws, as well as, Navy Federal, NCUA and secondary market practices, guidelines and regulations Remain available to members and/or their real estate agents during scheduled evening hours after assigned work days and during scheduled hours on assigned days off (e.g. weekends) Request and obtain documentation needed and forward to Mortgage Processor Respond to inquiries about mortgage applications, processing status, problems and concerns Seek and leverage opportunities to conduct outside marketing and promotional activities to members and potential members through financial presentations, local events and realtor/trade shows and events Take first mortgage loan applications via face-to-face interview, mail and telephone Resolve or arrange for resolution of operational/processing issues, inquiries and complaints Respond to inquiries and resolve any issues concerning the processing of applications Review application for completeness, data integrity and accuracy; determine if additional information and/or supporting documentation is required Perform other duties as assigned Qualifications Ability to work effectively and efficiently with automated systems Familiarity with accounting, credit, and/or lending principles and techniques Experience in member/customer service preferably in a related field/industry, such as realty, insurance, retail banking or financial institution Exposure to lending application and approval process Familiarity with mortgage lending concepts and principles Familiarity with banking/financial industry standards and practices Incumbent will be required, prior to the assumption of employment duties, to register with the Nationwide Mortgage Licensing System and Registry; includes fingerprinting and background checks Effective database and presentation software skills Effective skill performing mathematical calculations and working accurately with numbers Effective skill in actively guiding members through interactions to reduce member effort and enhance member loyalty Effective skill in comprehending, analyzing, applying and communicating complex written legal documents Effective skill speaking and/or presenting in front of groups in a professional setting Effective word processing and spreadsheet software skills Desired Qualification(s) Working knowledge of Navy Federal Mortgage Production and/or Servicing Systems Working knowledge of mortgage/equity loan processing, closing and documentation requirements and regulations Familiarity with mortgage lending requirements, regulations and procedures for VA and conventional loan programs Hours: Monday - Friday, 8:30AM - 5:00PM Locations: 5455 Rings Road Dublin, Oh 43017 About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
    $43k-57k yearly est. 3d ago
  • Licensed Loan Officer - Consumer Direct

    Lower LLC 4.1company rating

    Personal banking officer 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: Ready to take your mortgage career to the next level? If you're already thriving in a direct-to-consumer lending environment, you know the formula: high-quality leads, fast tech, and a company that backs you with real support. At Lower, we've perfected that model - and we're looking for licensed loan officers who want to close more deals, earn more, and make a bigger impact. What You'll Do Work high-intent inbound leads - no cold calling, just real conversations with ready-to-act borrowers. Connect via phone, text, and email to guide prospects through the loan process with clarity and confidence. Educate and advise borrowers on products that fit their goals - whether it's purchase, refi, or cash-out. Analyze credit and financial data to match customers with the right solution. Present pricing and terms in line with company standards and compliance requirements. Drive repeat and referral business through exceptional service and follow-through. Who You Are You hold an active NMLS license and have 1+ year of experience originating loans in a consumer-direct model. You're a closer - driven by performance, motivated by commission, and wired for results. You thrive in a fast-paced, tech-enabled environment and know how to manage a high-volume pipeline. You're passionate about helping people make smart financial decisions and delivering a 5-star experience. Experience with Encompass is a plus - but hustle and heart matter more. Why You'll Love Lower Best-in-class leads delivered daily - plus top-tier comp for any business you bring in yourself. A brand built on trust: 20K+ five-star reviews across Google, Zillow, LendingTree, and Facebook. Training that actually matters - weekly sessions to sharpen your skills and stay ahead of the curve. A culture that rewards performance and celebrates impact. What You'll Get Competitive commission structure with uncapped earning potential Full benefits: medical, dental, vision, paid holidays, PTO, parental leave Life insurance, short- and long-term disability, 401(k) with company match Corporate wellness program Employee discount on home mortgage purchases and refinances Where You'll Work Join us at our Columbus HQ at 711 N High Street - right in the heart of the Short North district. Want to close more loans with less friction? Let's talk. Apply now and see what it's like to work at a company that's built for loan officers - by people who get it. 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
    $60k-72k yearly est. Auto-Apply 60d+ ago
  • Quant Analytics Associate Senior - Business Banking Marketing Analytics

    JPMC

    Personal banking officer job in Columbus, OH

    Join our Business Banking Marketing Analytics team and help shape the future of digital marketing through data-driven insights. As a Quant Analytics Associate Senior, you will collaborate with talented professionals and senior stakeholders to optimize marketing investments and drive business growth. We offer a dynamic environment focused on innovation, career development, and continuous learning. Your expertise will enable us to deliver actionable solutions and foster a culture of high performance. Be part of a team where your skills and ideas make a real impact. As a Quant Analytics Associate Senior in the Business Banking Marketing Analytics team, you will deliver efficient, data-driven solutions to improve digital marketing performance across web and mobile channels. You will work closely with stakeholders to define business needs, analyze campaign effectiveness, and provide actionable insights. Your role will involve managing large datasets, developing interactive dashboards, and automating analytics processes. You will help drive informed decision-making and support a culture of innovation and continuous improvement. Your work will directly influence. The Business Banking Marketing Analytics team is dedicated to leveraging data to inform marketing strategies and optimize investments. You will collaborate with cross-functional teams, mentor team members, and contribute to talent development. Your responsibilities include managing analytics platforms, conducting market research, and designing A/B tests to evaluate marketing tactics. We value strong communication skills and the ability to translate complex analytics into clear recommendations. This is an exciting opportunity to join a high-performing team in a leading financial institution. Job responsibilities Collaborate with stakeholders to define business needs and deliver data-driven solutions for digital marketing performance Monitor, analyze, and optimize digital marketing campaigns across web and mobile channels Gather, synthesize, and report data from multiple analytics platforms to provide actionable insights Implement and manage tracking and analytics using tag management systems, maintaining documentation for solutions Conduct market and competitor research to inform digital marketing strategies Design and analyze A/B tests to evaluate marketing tactics and recommend optimizations Write and optimize SQL queries and stored procedures for data extraction and analysis Develop and maintain interactive dashboards and reports using data visualization tools Organize and label reporting elements, enhance ad-hoc reporting capabilities for broad user communities Mentor and coach team members, support talent onboarding and development Foster a culture of high performance and innovation Required qualifications, capabilities, and skills Bachelor's or Master's degree in a quantitative discipline (business, finance, economics, engineering, statistics, information systems, or mathematics) Five years of experience in data analytics, digital marketing analytics, web analytics, or data transformation and visualization Advanced skills in Excel and data visualization/dashboard creation using Tableau, Power BI, Google Data Studio, or Alteryx Strong database skills, including writing and optimizing SQL queries/scripts for data extraction and analysis Demonstrated ability to manage large, complex datasets and automate analytics processes across multiple data sources Solid understanding of IT processes, databases, and controls reporting Strong analytical, problem-solving, and communication skills Proficiency in web analytics platforms and SEO/SEM tools Flexibility and adaptability to listen, defend, or change direction based on consensus Superior judgment to mitigate risk and anticipate trends Self-motivated, goal-oriented, and able to deliver high-quality analytics solutions under strict timelines Proven ability to collaborate effectively with stakeholders and cross-functional teams Preferred qualifications, capabilities, and skills Experience in campaign analysis and performance optimization, ideally within financial services or consulting firms Proven ability to solve business problems using scientific analytics and translate data insights into strategies Strong knowledge of big data disciplines, AWS, Agile methodologies, and innovative technologies Experience with A/B testing platforms and tag management systems Experience conducting market and competitor research to inform digital marketing strategies Ability to communicate compelling stories from data, highlighting customer behaviors and trends Lifelong learner with a growth mindset, actively sharing knowledge with the team Excellent communication skills, able to collaborate with senior leaders to support decision-making
    $39k-83k yearly est. Auto-Apply 45d ago
  • Bank Partnership Associate

    Oppfi

    Remote personal banking officer job

    OppFi is a leading tech-enabled digital finance platform that works with banks to provide financial products and services for everyday Americans. Through a transparent and responsible platform, which includes financial inclusion and excellent customer experience, the Company supports consumers who are turned away by mainstream options to build better financial health. We are a team of caring, innovative, and inclusive individuals who thrive in being immersed in diverse talents, expertise, perspectives, and backgrounds. Our employees approach every new challenge with an unparalleled ability to see what could be rather than settle for what is. Our business principles guide us and create an open and collaborative culture where we improve 1% every day, and the best ideas always win! We welcome individuals who want to make an impact in the financial system by facilitating credit access, expanding financial inclusion, promoting financial health, and delivering exceptional customer service. A few other fun facts about us. OppFi is one of the top consumer-rated financial platforms online, maintaining a 4.5/5.0-star rating on Trustpilot. We are a 2025 Crain's Fast 50™ company and were named on Built In's 2025 Best Places to Work in Chicago. About the job: The Bank Partnerships Associate will support OppFi in the daily management of 1 or more important bank partners, working with all senior leadership and reporting to the Director of Business Operations. What you get to do: Build product knowledge around OppFi's platform and bank-partner specific implementations Collaborate closely with internal stakeholders, including the Product, Credit, Marketing, Legal, and Compliance teams to manage all bank-related activities, such as technology change requests, vendor approvals, and marketing content review. Drive and champion continuous improvement in partnership operations by focusing on establishing clear review timing and accountability to deadlines, optimizing reporting approaches, and improving cycle-time efficiencies in collaboration with bank partners and internal teams. Surface relationship or compliance concerns to management based on feedback from partners Monitor and track issue resolutions stemming from audits, testing and monitoring and product technical defects Provide support for ongoing bank partner planning and ensure readiness for audits. What you will bring to the team: Solution-Oriented Critical Thinker who can analyze complex problems, synthesize information, and propose thoughtful, viable solutions. Strong Ownership and Reliability demonstrated by taking full responsibility for partner outcomes and consistently meeting commitments, deadlines, and communication expectations. Proactive and Process Improvement Minded: able to anticipate partner needs, internal bottlenecks, and potential risks, while constantly seeking opportunities to optimize existing workflows for greater efficiency and compliance. Outstanding Communicator and Relationship Builder who can articulate complex operational and compliance issues clearly and concisely, and cultivate strong rapport with both internal cross-functional teams and external bank partners at all levels of seniority. Proven ability to manage team dynamics and interact professionally with individuals across various levels of seniority and working styles. Experience excelling in a remote work environment The willingness to take on new tasks and broaden the scope of responsibilities Knowledge about or experience with JIRA, Smartsheet, Monday.com, Slack and Trello Bachelor's degree 2+ years of prior work experience in FinTech or financial services with a focus on technology Reports to: Bank Partnership Lead Job Level: Associate Total Rewards and Benefits: At OppFi, we are committed to fostering a fair and equitable workplace. The compensation range for this role reflects our good faith compensation estimate for this position. Final offers are determined based on a myriad of factors including, but not limited to experience, skills, qualifications, and other relevant business considerations. Candidates are encouraged to discuss compensation expectations during the hiring process. In addition to base pay, the total compensation package includes eligibility and potential for performance-based bonuses and equity grants dependent upon the role and job level. OppFi offers a flexible, remote environment, 401(k) matching program, and generous paid time off. Other benefits include medical, dental, and vision coverage, and tuition reimbursement. Additional benefits include DoorDash DashPass, Figo pet insurance, Rocket Lawyer, and access to LinkedIn Learning. OppFi also offers Fringe, a lifestyle benefits platform that allows employees to decide how to spend rewards from dozens of vendors like Uber, DoorDash, and UrbanSitter. #LI-Remote Compensation Range:$59,200-$88,800 USD EEO Statement: OppFi is an equal opportunity employer and does not discriminate based on any actual or perceived legally recognized protected bases under local, state, federal law, or regulations. Our goal as a company is to build an equitable workplace that actively works to dismantle systems of oppression in our processes, procedures, and interactions. We aim to help our employees thrive where they work and beyond. Check out our Culture page here. As part of OppFi's commitment to providing equal opportunity to qualified individuals, OppFi will ensure that persons with disabilities are provided reasonable accommodation as defined by applicable laws and organizational policies. If reasonable accommodation is needed to participate in the job application or interview processes or job requirements, please contact our People Team at ********************. Pursuant to the requirements of the California Consumer Privacy Act, OppFi is providing the "OppFi California Employee Privacy Policy", which details the categories of personal information collected and your rights under the policy. If you are a California resident, please review the policy here: ******************************* The information in this document is for general informational purposes only. It is not intended to be an all-inclusive list or description of the organization and its requirements for positions and employees. OppFi reserves the right to modify or change the information on this document at its discretion.
    $59.2k-88.8k yearly Auto-Apply 24d ago
  • Associate - Finance - Banking (Lender and Borrower Side)

    The Practice Group 4.5company rating

    Remote personal banking officer job

    About Latham & Watkins Latham & Watkins is one of the world's leading global law firms advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business centers globally and offer unmatched expertise and resources to help you grow from an intellectually curious self-starter into an exceptional lawyer. If you aspire to be the best, this is where you belong. About the Practice Group Latham's Banking & Private Credit Practice leads the market in every major financial center worldwide. We advise a diverse range of credit providers, including banks, financial institutions, and private credit funds, as well as borrowers ranging from major public companies and sponsors to startups and growth companies. This vast scale and deep experience provide Latham with an unmatched 360-degree view of public and private markets. Always Ahead of the Market We see more deals than any other law firm, annually advising on hundreds of financings valued at hundreds of billions of dollars. Our practice, distinguished by its breadth and sophistication, covers every key product and deal type in every major market. With a track record of firsts, we consistently top global league tables and industry rankings and remain ahead of market shifts. Leveraged Finance Leader Latham's deep understanding of the sponsor market and trend-setting capabilities uniquely position us to advise both lenders and borrowers on leveraged and acquisition financings. We navigate the complexities of syndicated and private credit markets, providing strategic advice to major players across all industries. Our pioneering work in the direct lending market enhances our ability to guide direct lenders and their borrowers through complex deals, leveraging market-leading capital markets, M&A, and restructuring experience to develop innovative structures and facilitate efficient dealmaking. Prowess in Syndicated Lending Our broad and sophistication practice covers every key market, structure, and deal type in the syndicated market. With our global footprint, we regularly top the legal advisor league tables for syndicated lending and have worked on many of the largest and most complex leveraged buyouts in multiple jurisdictions. With decades of experience guiding clients through broadly syndicated loans and asset-backed lending transactions, we are a key port of call for investment banks and borrowers alike when navigating this complex marketplace. Private Credit Pioneer Our practice, built on a foundation of innovation and experience, counts as clients the most active lenders, funds, credit platforms, and investment managers, as well as borrowers, in a wide range of transactions from the middle market to large-cap. We routinely guide sophisticated private capital providers through: First and second lien loans Unitranche loans Mezzanine loans Asset-based loans, including first-in last-out (FILO) loans Preferred equity and other junior capital transactions Our experience spans deal sizes from the middle market to complex multi-billion dollar unitranche transactions. We design and implement multi-tiered capital structures, addressing subordination, security, intercreditor issues, restructurings, equity co-investments, and tax and regulatory matters. Excellence Across Syndicated and Private Markets Clients benefit from our profound market understanding and strong relationships with key players, including leading global banks, private capital funds, financial sponsors, information sources, and other market participants. We collaborate across Latham's global private capital platform to deliver seamless services tailored to each client's strategy and transaction objectives. We draw on our vast network to answer niche questions, meet client needs, and make transactions work for all parties. Built for Complexity Our Banking & Private Credit Practice is built for complex, cutting-edge, and consequential deals. This vantage point allows us to anticipate market shifts and tailor solutions to specific financial goals and risk appetites, accelerating growth and unlocking shareholder value through creative and innovative financing strategies. Our team is strategically positioned to advise and address the needs of our clients in any market, drawing on a winning complement of deep product expertise, innovation, and exceptional execution capabilities. About the Role The Latham Banking Practice in San Diego is seeking associates with a minimum of two years of private credit, acquisition finance, or leveraged finance experience to join our cutting edge and growing team. Our practice includes financing and development in the gaming and hospitality space. Our clients are borrowers, arrangers, and direct lenders. This is a high growth practice with a supportive, collegial culture that continues to expand every year. Main Contact Details Lateral Recruiting - Finance ******************************** Additional Information Investing in the well-being of our lawyers and staff is among the firm's highest priorities. Through our “LiveWell Latham” program, we offer best-in-class benefits and comprehensive resources designed to support you and your loved ones through all life's moments - from building a family and taking care of loved ones, to managing your health and saving for the future. Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute. We periodically provide demographic data to legal publications, bar associations, civic and community organizations, and in some instances, to local, state, and federal government agencies as required by law or contract. So that the firm can provide this information accurately, we request that you consider self-identifying. Please click here to review your rights under U.S. employment laws. In accordance with Latham & Watkins policies, associates in this role must protect and maintain any highly sensitive, confidential, privileged, financial and/or proprietary information that Latham & Watkins retains either as part of the legal services the Firm provides to clients or for internal purposes. Los Angeles: Latham & Watkins LLP will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO). Please click the link above to review the Ordinance. San Francisco: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Please click the link above to review the Ordinance. Massachusetts: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. An employer that violates this law may be subject to fines and/or a private right of action for $500 in statutory damages “for each such violation,” among other things. Pay Range Associate Base Salary Discretionary bonuses may be available depending on application circumstances and position. Class of US Payroll 2026 $225,000 2025 $225,000 2024 $235,000 2023 $260,000 2022 $310,000 2021 $365,000 2020 $390,000 2019 $420,000 2018 $435,000
    $29k-82k yearly est. Auto-Apply 17d ago
  • Quant Analytics Associate Senior - Business Banking Marketing Analytics

    Jpmorgan Chase & Co 4.8company rating

    Personal banking officer job in Columbus, OH

    JobID: 210691552 JobSchedule: Full time JobShift: Day Base Pay/Salary: Jersey City,NJ $104,500.00-$150,000.00 Join our Business Banking Marketing Analytics team and help shape the future of digital marketing through data-driven insights. As a Quant Analytics Associate Senior, you will collaborate with talented professionals and senior stakeholders to optimize marketing investments and drive business growth. We offer a dynamic environment focused on innovation, career development, and continuous learning. Your expertise will enable us to deliver actionable solutions and foster a culture of high performance. Be part of a team where your skills and ideas make a real impact. As a Quant Analytics Associate Senior in the Business Banking Marketing Analytics team, you will deliver efficient, data-driven solutions to improve digital marketing performance across web and mobile channels. You will work closely with stakeholders to define business needs, analyze campaign effectiveness, and provide actionable insights. Your role will involve managing large datasets, developing interactive dashboards, and automating analytics processes. You will help drive informed decision-making and support a culture of innovation and continuous improvement. Your work will directly influence. The Business Banking Marketing Analytics team is dedicated to leveraging data to inform marketing strategies and optimize investments. You will collaborate with cross-functional teams, mentor team members, and contribute to talent development. Your responsibilities include managing analytics platforms, conducting market research, and designing A/B tests to evaluate marketing tactics. We value strong communication skills and the ability to translate complex analytics into clear recommendations. This is an exciting opportunity to join a high-performing team in a leading financial institution. Job responsibilities * Collaborate with stakeholders to define business needs and deliver data-driven solutions for digital marketing performance * Monitor, analyze, and optimize digital marketing campaigns across web and mobile channels * Gather, synthesize, and report data from multiple analytics platforms to provide actionable insights * Implement and manage tracking and analytics using tag management systems, maintaining documentation for solutions * Conduct market and competitor research to inform digital marketing strategies * Design and analyze A/B tests to evaluate marketing tactics and recommend optimizations * Write and optimize SQL queries and stored procedures for data extraction and analysis * Develop and maintain interactive dashboards and reports using data visualization tools * Organize and label reporting elements, enhance ad-hoc reporting capabilities for broad user communities * Mentor and coach team members, support talent onboarding and development * Foster a culture of high performance and innovation Required qualifications, capabilities, and skills * Bachelor's or Master's degree in a quantitative discipline (business, finance, economics, engineering, statistics, information systems, or mathematics) * Five years of experience in data analytics, digital marketing analytics, web analytics, or data transformation and visualization * Advanced skills in Excel and data visualization/dashboard creation using Tableau, Power BI, Google Data Studio, or Alteryx * Strong database skills, including writing and optimizing SQL queries/scripts for data extraction and analysis * Demonstrated ability to manage large, complex datasets and automate analytics processes across multiple data sources * Solid understanding of IT processes, databases, and controls reporting * Strong analytical, problem-solving, and communication skills * Proficiency in web analytics platforms and SEO/SEM tools * Flexibility and adaptability to listen, defend, or change direction based on consensus * Superior judgment to mitigate risk and anticipate trends * Self-motivated, goal-oriented, and able to deliver high-quality analytics solutions under strict timelines * Proven ability to collaborate effectively with stakeholders and cross-functional teams Preferred qualifications, capabilities, and skills * Experience in campaign analysis and performance optimization, ideally within financial services or consulting firms * Proven ability to solve business problems using scientific analytics and translate data insights into strategies * Strong knowledge of big data disciplines, AWS, Agile methodologies, and innovative technologies * Experience with A/B testing platforms and tag management systems * Experience conducting market and competitor research to inform digital marketing strategies * Ability to communicate compelling stories from data, highlighting customer behaviors and trends * Lifelong learner with a growth mindset, actively sharing knowledge with the team * Excellent communication skills, able to collaborate with senior leaders to support decision-making
    $19k-40k yearly est. Auto-Apply 44d ago
  • Business Banker

    United Community Bank 4.5company rating

    Remote personal banking officer job

    Are you passionate about helping small businesses thrive? United Community is in search of a dynamic Business Banker to be the go-to financial expert for small businesses with annual revenues up to $5million. You'll play a pivotal role in managing and deepening client relationships, driving growth and profitability, and uncovering new opportunities through proactive prospecting and networking. If you're passionate about outside sales, enjoy building strong partnerships, and thrive in a collaborative environment, this is the perfect role for you! What You'll Do Sales and Service Excellence: Lead sales initiatives to achieve deposit and loan growth targets, providing exceptional customer services and support through the process Field Engagement: Deliver a branded customer experience by being in the field at least 80% of the time Opportunity Identification: Identify and refer specialized small business opportunities and solutions to clients, conducting relationship reviews Customer Relationship Management: Build and maintain strong relationships with existing and potential clients to understand their financial needs and offer tailored solutions Relationship Building: Foster relationships with key partners such as Branch, Small Business Group, Merchant, Treasury, and other internal partners to increase small business opportunities Credit Advisory: Leverage your knowledge of credit to advise small business owners on solutions services, and digital capabilities that help them achieve their business goals Coaching and Development: Coach, develop, guide, and provide feedback to associates and customers while embodying a service culture Requirements For Success Minimum of 5 years of experience in banking, financial services, or sales with a focus on small business clients Demonstrated ability to identify and understand customers needs, delivering tailored financial solutions Strong business acumen with the ability to assess and support the unique needs of small business clients Excellent verbal and written, communication skills, with strong organizational and time management abilities Proven relationship-building skills and a client-first mindset Proactive and self-motivated approach to sourcing and developing new business opportunities Conditions of Employment Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA Status: Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $60,466.00 - USD $93,119.00 /Yr.
    $60.5k-93.1k yearly Auto-Apply 12d ago
  • Patient Financial Services Representative III

    Fairview Health Services 4.2company rating

    Remote personal banking officer job

    Fairview is looking for a Patient Financial Services Representative III to join our team. This position is responsible for billing and collection of accounts receivable for inpatient and outpatient accounts, ensures expected payment is collected and accounts are fully resolved, and resolves complex customer service issues. This position understands the importance of evaluating and securing all appropriate financial resources for patients to ensure proper adjudication. Position Details * 1.0 FTE (80 hours per pay period) * day shift * no weekends * fully remote Responsibilities * Intentionally prevents untimely revenue shortfalls by taking action to resolve financial transactions appropriately and effectively to ensure collection of expected payment; escalates issues when appropriate. * Completes daily work assignment timely and accurately in accordance with the identified productivity and quality standards set forth by the organization. * Performs the best practice routine per department guidelines. * Proactively looks for continuous process improvements involving people and technologies through tracking, trending, and providing feedback. * Accelerates business outcomes by identifying ways to fully resolve accounts through single-touch resolution when possible. * Understands revenue cycle and the importance of evaluating and securing all appropriate reimbursements from insurance or patients. * Contacts payers via portal or provider service center to facilitate timely and accurate resolution of accounts. * Responsible for processing external correspondence in a timely and efficient manner. * Ensures internal correspondence is clearly and professionally communicated and processed expeditiously. * Responsible for verification of insurance and/or patient demographics * Understands expected payment amounts and Epic expected payment calculations to appropriately adjust accounts. * Educates patients and/or guarantors of patient liability when appropriate. * Understands and complies with all relevant laws, regulations, payer and internal policies, procedures, and standards, and applies this understanding through daily work * Understands and Adheres to Revenue Cycle's Escalation Policy * Demonstrates proficiency through daily work * Responsible for processing accounts through multiple workflows * Responsible for working accounts requiring more attention to detail * Advanced knowledge of team procedures, standards, and policies, and applies this knowledge through daily work. * Makes appropriate contacts with payers and other necessary parties to obtain and/or provide data or information needed to facilitate timely and accurate account resolution to expedite outcomes. * Utilizes strong understanding of multiple systems/applications to ensure collection of expected payment. * Utilizes knowledge of internal and external departmental functions and workflows to expedite and resolve when necessary. Required Qualifications * 1 year in a medical billing office setting or relevant experience * Organizational skills * Communication skills * Attention to detail Preferred Qualifications * 2 years of medical billing office setting experience * MS Office experience * Insurance / follow up experience * Coordination of benefits experience * Epic, Brightree, Billing Bridge, or comparable software account experience * Experience working with medical terminology * Experience working with CPT-4 and ICD-10 * Knowledge of FV account review experience * Knowledge of FV system applications * Knowledge of FV RCM workflows Benefit Overview Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: ***************************************************** Compensation Disclaimer An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored. EEO Statement EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status
    $27k-45k yearly est. Auto-Apply 5d ago
  • Small Business Banker II

    Northwest Bank 4.8company rating

    Personal banking officer 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
  • Financial Services Representative | Remote | Advancement Ready

    Ohana Outreach Financial

    Remote personal banking officer job

    Job Description You will learn from experienced leaders and follow a system that produces consistent results. Work from home, manage your own schedule, and grow at a pace that works for you. Income comes through uncapped commissions and bonuses. Leadership opportunities open as your performance grows. The culture is encouraging, professional, and focused on long term development. Compensation is commission based with no earning limit. You can earn bonuses and move into leadership roles as you develop. A strong fit for motivated, growth minded individuals. Who Thrives Here People who are: Coachable and willing to follow a proven process. Self-driven and goal-oriented. Good communicators who care about helping others. Looking for long-term stability and income growth, not another short-term job. No financial or sales experience is needed - our training covers everything. Licensing can be completed online in 1-2 weeks, and we'll guide you through it. Why Apply Now Most people spend years searching for a career that offers both income and lifestyle freedom. Here, you can build both - backed by real mentorship and an award-winning company culture. If you've been craving a way to work from home, create flexibility, and make a difference for families while doing it, this could be your chance. No scripts. No hype. Just a real opportunity to grow - on your terms. Apply today, and we'll set up a short conversation to see if it's the right fit. Requirements18+ and authorized to work in the U.S. 100% Uncapped Commission 1099 Able to pass a background check and complete licensing (3-7 days, we'll guide you through it every step of the way). Prior experience in sales, customer service, leadership, or training is a plus-but not required. Comfortable working remotely and independently. BenefitsAll-Expenses-Paid Vacations - Travel to dream destinations like Puerto Rico, Italy, Portugal, Mexico, and more-fully paid based on performance. Work-from-Anywhere Flexibility - 100% remote with control over your schedule and income. Earn Time & Money - System-driven income model gives you the power to create both financial freedom and time freedom. True Agency Ownership - Build your own business with real contractual ownership. Legacy Business Transfer - Pass your agency to a loved one and create generational wealth. Free Life Insurance - One full year of coverage included for qualifying agents. Up to $500,000 in Life Coverage - Access large term coverage (up to 30 years) as a benefit. Health Benefits Access - Affordable medical, dental, and vision coverage available through a partner provider. Award-Winning Culture - Named a top company culture by Entrepreneur and a fastest-growing company by Inc. 5000. • • Mentorship & Training - Plug into proven systems and real-time coaching to level up fast.
    $30k-45k yearly est. 6d ago
  • Financial Services Representative - State Farm Agent Team Member

    Nicole Zirnsak-State Farm Agent

    Remote personal banking officer job

    Job DescriptionBenefits: Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Wellness resources ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Nicole Zirnsak - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred. This is a remote position.
    $28k-49k yearly est. 8d ago
  • Private Banker

    Cfbank 3.7company rating

    Personal banking officer 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. 11d ago
  • Remote Financial Services Representative - Full Training | 100% Commission

    Anderson Johnson Agency LLC

    Remote personal banking officer job

    Job Description About the Opportunity: Join a rapidly growing agency helping families across the U.S. protect what matters most. Whether you're licensed or just starting out, we'll provide the mentorship, training, and tools to help you thrive. What You'll Do: Work remotely from anywhere in the U.S. Connect with clients who requested information - no cold calls Offer coverage options from trusted carriers Build relationships while protecting families Option to develop your own agency What We Offer: Comprehensive virtual training Step-by-step licensing guidance Flexible scheduling (PT or FT) Commission-based income with daily pay Bonus programs Warm leads and full team support Compensation (Commission Only): PT $1,500 - $3,000 / mo FT $3,000 - $7,000 + / mo We're Looking For: Driven and coachable individuals Clear communicators Independent and goal-oriented Ready to earn a license (we help you) Requirements: U.S. resident, 18 + Background check Internet + phone + computer ⚠️ No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your success will depend on your work ethic, ability to follow our system, and the demand in your selected market. Apply Now to take control of your career and income. Requirements Must be 18 years or older U.S. resident (currently hiring in the U.S. only) Must be able to pass a background check Willing to obtain a Life & Health insurance license (we help with this) Comfortable working remotely with internet access Strong communication skills Self-motivated and coachable Benefits Remote work - work from anywhere Flexible schedule - set your own hours No income cap - performance-based pay Access to warm leads - no cold calling Daily pay from top-rated insurance carriers Bonus structure available Licensing support for new agents Team mentorship & leadership development Potential to grow your own agency
    $1.5k-3k monthly 26d ago
  • Bank Cleaning- Part-Time 3 evenings a week - Sunbury Ohio

    Crystal Clear Building Services

    Personal banking officer job in Sunbury, OH

    Full-Service Facility Maintenance Company offering a wide range of janitorial services for industrial, commercial and construction customers throughout Northeast Ohio for the past 28 years. Located in a Southeast suburb of Cleveland, Ohio off I 271 & 480 E. Broadway Forbes exit. Job Description Part Time evening bank cleaners needed 3 days a week M-W-F 6p-7p Pay Rate $15.00 hr. (Reliable transportation is a must) Call or Text ************ to schedule an interview Qualifications Clean Criminal Background, Reliable Transportation Min. 1 year of previous cleaning experience preferred Additional Information All your information will be kept confidential according to EEO guidelines.
    $15 hourly 2d ago
  • Financial Services Representative

    Primerica 4.6company rating

    Remote personal banking officer job

    Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker
    $31k-39k yearly est. Auto-Apply 60d+ ago

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