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Redstone Federal Credit Union jobs - 108 jobs

  • Associate

    First Merchants Brand 4.5company rating

    Columbus, OH job

    First Merchants Bank is seeking an Associate to join our team! This position will partner with the Relationship Managers (RMs) to support the commercial sales strategy, interface directly with clients and lines of business partners, and serve as a key contributor to the structure of commercial business. As part of this role you will: 1. Prepare and provide analytics in support to the commercial sales team. Interface with client, gather credit and financial information. Pre-screen and analyze pertinent financial data and Commercial Decision Summary underwriting data. Prepare Opportunity Memos and other necessary sales presentations 2. Assist with completion of annual review and loan covenant/trigger testing. Ensure clients are in compliance with all covenants (financial and otherwise). 3. Participate in client meetings with Relationship Manager. Interface with new and existing clients, work through referrals, build client relationship and extend credit within assigned limits. 4. Support Relationship Managers with Treasury/cash management needs and solutions. 5. Monitor loan maturity dates within the portfolio and recommend renewal strategy with the Relationship Manager. 6. Utilize bank reporting tools to ensure progress is documented and tracked, and prepare various scheduled management reports. 7. Support portfolio management, assist with loss prevention, identify risk and work delinquent loans up to 30 days. 8. Assist with projects and developing new or refining existing efficiencies and processes as required. 9. Review and understand credit agreements and all supporting documentation related to the relationship. In addition to the above, the Associate may be responsible for one of the specializations below: Investment Real Estate Banking 1. Direct accountability for loss prevention; determine necessary action to be taken on all loans, includes resolving marginal and delinquent loans. 2. Extend credit within assigned limits to commercial customers. Interview applicants and obtain information concerning their business needs, abilities and earnings, and assess credit risk. Review, validate and/or approve letters of credit. Cross sell opportunities. 3. Coordinate all construction loan draws with clients and direct submission process with internal construction loan administration desk. 4. Support RMs in preparation of quarterly PLU's. To be successful in this role, we require the following: Bachelor's degree. The following would be a plus: Bachelor's degree in business, finance, economics, accounting or a related field. Industry specialization - commercial and industrial, investment real estate, agriculture, dental, veterinarian, corporate or commercial client exposure. Financial statement review, decision and/or financial modeling experience. First Merchants offers the following: Base Pay PLUS Bonuses Medical, Dental and Vision Insurance 401k Health Savings and Flexible Spending Accounts Vacation/Sick Time Paid Holidays Paid Parental Leave Tuition Reimbursement Additional Benefits A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging." Apply today to begin your career with us!
    $23k-26k yearly est. 30d ago
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  • Dividend - Call Center Customer Service Agent-4

    Fifth Third Bank, N.A 4.6company rating

    Remote or Cincinnati, OH job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: This person will be the first point of contact for customers who have general inquiries, concerns, or requests regarding their solar and home improvement loans. This role will require a high level of professionalism and the ability to provide world class customer service when speaking with customers. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Promptly answer all incoming calls in a professional and friendly manner and determine the nature of the caller's request + Provide outstanding service by answering questions and assisting with a wide range of support related to their solar system or loan application + Assist customers with payment and billing questions + Communicate and coordinate with internal departments as needed + Follow up on customer interactions + Perform customer identity verifications + Document customer Interactions with concise and detailed account notes + Adhere to all Dividend policies and procedures + Other projects and duties as assigned MINIMUM KNOWLEDGE AND SKILLS REQUIRED: + Bilingual (English/Spanish) preferred but not required + Must be available to work evenings and weekends and potentially in a remote work environment (position is local to San Diego, CA) + At least six months recent call center experience required + High school graduate or equivalent + Able to multi-task while providing accurate, efficient and exceptional service + Excellent communication skills and a positive demeanor + Proven organizational skills and ability to prioritize + Experience with CRM required (salesforce preferred) + Analytical and data driven + Ability to work well independently + Excellent interpersonal and communication skills Dividend - Call Center Customer Service Agent-4 At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45227 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $28k-33k yearly est. 60d+ ago
  • Relationship Manager III - Sponsored Finance

    First Merchants Bank 4.5company rating

    Columbus, OH job

    Job Description First Merchants Bank is seeking a Relationship Manager III to join our team! This position will effectively carry out the relationship management process by growing market share, broadening revenue mix, retaining customers and managing portfolios. Essential Duties and Responsibilities: Implement an aggressive sales and marketing strategy to develop new and existing relationships. Identify and develop prospects into significant new relationships with yearly goals for income production. Aggressive sales call plan which aligns with established goals. Cross sell opportunities. Ensure bank reporting tool is utilized for reporting progress. Provide exceptional customer service; be responsive, knowledgeable and exceed customer expectations. Continually monitor current loans and customer's credit profile to ensure complete conformity with terms. Ensure current credit and financial information is obtained as needed and/or that collateral is adequate. Review financials with customers and provide expert advice as necessary. Direct accountability for loss prevention; determine necessary action to be taken on all loans, includes resolving marginal and delinquent loans. Remain cognizant of developing trends. Extend credit within assigned limits to commercial customers. Interview applicants and obtain information concerning their business needs, abilities and earnings, and assess credit risk. Obtain and analyze pertinent financial data or appraise the adequacy of collateral pledged. Review, validate and/or approve letters of credit. Support employee development and training, counsel, motivate, coach, mentor and provide leadership. To be successful in this position we require the following: Bachelor's degree in business or related field OR associate degree/two (2) years of college + two (2) years of related work/military experience OR four (4) years of related work/military experience (plus any additional required experience listed below). Five (5) or more years of commercial banking experience. The following would be a plus: Master's degree in business administration (MBA). Credit analyst experience. Completion of a respected banking school. First Merchants offers the following: Base Pay PLUS Bonuses Medical, Dental and Vision Insurance 401k Health Savings and Flexible Spending Accounts Vacation/Sick Time Paid Holidays Paid Parental Leave Tuition Reimbursement Additional Benefits A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging." Apply today to begin your career with us!
    $57k-71k yearly est. 18d ago
  • Investment Research Analyst - Hybrid - San Diego Only

    Raymond James Financial, Inc. 4.7company rating

    Remote or San Diego, CA job

    Using a combination of quantitative modelling and qualitative research, assist with the management of US equity strategies. The successful candidate will have opportunity for exposure to each facet of the investment process: stock selection, portfolio construction, and trading. They will also be responsible for researching improvements to these quantitative tools and qualitative processes. Lastly, this individual will also collaborate with other members of the investment team to assist with sales and/or client service efforts at the firm. **Responsibilities:** Research, implement, utilize, and troubleshoot quantitative models and tools. Evaluate potential trades. Document rationale behind trade decisions. Monitor portfolios and global markets at a stock and thematic level. Write and/or proofread monthly or quarterly sales/market/client service materials. Assist other members of investment team in creating and checking trades Perform other duties and responsibilities as assigned. **Knowledge of:** - Python, SQL, and SAS - Financial databases/tools such as Bloomberg, Factset, IBES, Worldscope, and QADirect. - Advanced concepts, practices and procedures of non-US and Global equity investing. **Skill in:** Building models and tools to support investment process, especially for US equities. - Utilizing portfolio construction tools such as Axioma or Barra. - Doing in-depth company and/or industry analysis. - Preparing and delivering clear, effective, and professional presentations. - Using software applications to produce documents such as reports and spreadsheets. **Ability to:** - Multi-task and work collaboratively in a fast-paced, team-oriented environment - Identify relationships, draw logical conclusions and interpret results for use in decision-making. - Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. - Efficiently manage time and resources in order to overcome quantitative and analytical challenges as they arise. - Establish and maintain effective working relationships at all levels of the organization. - Be proactive and demonstrate readiness and ability to initiate action. - Project positive, professional image both internal and with external business contacts. - Implement changes to standard procedures when required by specific situations and circumstances. **Educational/Previous Experience Requirements:** - Bachelors Degree (Masters or higher preferred) in a quantitative or financial discipline, and two to three (2-3) years of experience in the investment industry preferred. ~or~ - Any equivalent combination of experience, education, and/or training approved by Human Resources.
    $65k-85k yearly est. 60d+ ago
  • Presentation Designer

    Raymond James 4.7company rating

    Remote job

    Under limited supervision, uses professional design knowledge and graphics software skills, obtained through education and experience, to collaborate with others to design, develop and create presentations and pitch materials. Creates visual elements and composition which support the project requirements. Visually executes against an established project vision and guided parameters of Raymond James and client brand. Under the guidance of the Presentation Design Workflow Manager, designs graphics and pitch materials for Investment Banking. Job Description Please include your portfolio and/or PowerPoint slide samples highlighting template design with your application. Responsibilities: Makes key contributions to the themes, ideas and methods used in creating and producing medium- to large-scope PowerPoint Presentations, related assets, and pitch materials. Designs and renders original work for illustrating specific data in presentations. Under limited supervision, consults with internal customers regarding design and associated costs. Designs and prepares graphics for PowerPoint presentations and pitch materials. Executes and troubleshoots complex graphic jobs. Makes key contributions to graphics production activities and is accountable for quality assurance. Ability to perform quality control review for own work and work produced by teammates. Advises all levels of professionals regarding formatting, and provides on-the-spot document troubleshooting. Ensures that the file management system is maintained. Remains current in presentation design trends and technologies. Manages deadlines through communication with the team. Mentors and utilizes associate presentation designers. Performs other duties and responsibilities as assigned. Skills: Moderate understanding of design principles and best practices for formatting content Strong knowledge and experience designing infographics, financial charts, tables, and graphs Displaying complex data in a visually sophisticated, appealing, and engaging format Producing creative work within an established organizational style and attention to detail. Mentoring and guiding associate-level presentation designers. Mastery in Microsoft PowerPoint, Word, Excel (advanced charting), and Adobe Acrobat Pro Expertise in Adobe Photoshop, InDesign, and Illustrator Expertise in MapInfo Professional Take ideas and think creatively to make professional, aesthetically pleasing layouts while maintaining company identity standards. Organize information with attention to hierarchy, order, and emphasis Provide extensive attention to formatting detail and aesthetics Work concurrently under pressure on multiple projects and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities. Work effectively as part of a collaborative environment Understand a project request and extrapolate key information from it Communicate effectively and professionally with all organizational levels, both orally and in writing. Develop creative solutions to graphic problems. Build relationships with colleagues at similar levels, both within and outside of the department. Consistently demonstrate a sense of urgency. Ability to quickly determine priorities in a self-directed work environment so that both creative and operational responsibilities are met. Clearly demonstrate a client-first focus in line with the Raymond James culture. Working Schedule: Monday through Friday, 3:00 pm to 12:00 am Eastern Time preferred. Some additional hours may be required. Travel Required: None required. Workstyle: Fully remote. Education Bachelor's: Computer Graphics, Bachelor's: Digital Communications and Media/Multimedia, Bachelor's: Graphic Design Work Experience General Experience - 13 months to 3 years Certifications Salary Range $70,000.00-$85,000.00 Travel Less than 25% Workstyle Remote At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-AT1
    $70k-85k yearly Auto-Apply 13d ago
  • 2026 Summer Associate - Law Clerk (Fully Remote)

    Raymond James & Associates 4.7company rating

    Remote job

    Follow established procedures to perform tasks and receive general guidance and direction to perform other work with substantial variety and varied complexity. Some judgment is required to adapt procedures, processes, and techniques to apply to more complex assignments. Job Description Raymond James Overview One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations. Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Department Overview Raymond James Legal is committed to providing legal advice that supports the Firm's business objectives while adhering to our core values of Client First, Conservatism, Independence, and Integrity. The Legal department's primary mission is to: (i) provide advice that supports business unit efforts to pro-actively manage and mitigate litigation and regulatory risk; (ii) oversee litigation and regulatory enforcement matters; and (iii) assist in the execution of business transactions. Job Summary Raymond James is seeking a Summer Associate - Law Clerk. Under general supervision, the Law Clerk uses skills gained through education, training, and or experience to assist with specific legal research projects within an assigned functional area of the legal department (functional areas span litigation/arbitration, regulatory, and transactional practices). Follows established legal department procedures and receives general guidance and direction to perform each research tasks with varied complexity. Some judgment required to adapt procedures, processes, and techniques. Work Schedule: Temporary, Full-Time; Summer; Monday through Friday, up to 40 hours per week Target Start Date: June 1, 2026 Target End Date: August 7, 2026 Duties and Responsibilities Support in-house counsel and members of the legal department in conducting legal research. May conduct or update 50 state surveys. Perform legal research utilizing both written and electronic sources. Prepare legal memos. Gather and compile facts and relevant case information. Review legal agreements. Operate standard office equipment and use required software applications. Perform other duties and responsibilities as assigned. Knowledge, Skills, and Abilities Knowledge of Fundamental concepts, practices and procedures of a professional office environment. Basic concepts, principles and practices of an assigned business unit. Skill in Operating standard office equipment and using, or have the ability to learn, required software applications. Ability to learn and use legal software i.e., Westlaw, Bloomberg, etc. Operating standard office equipment Strong research skills Excellent communication and writing skills Strong attention to detail Ability to Maintain professional discretion and strict privacy and confidentiality. Read, comprehend, and apply legal information. Manage multiple tasks with changing priorities to meet deadlines in a fast-paced environment with frequent interruptions. Communicate effectively. Utilize established procedures, processes, and checklists. Work independently as well as collaboratively within a team environment. Provide a high level of customer service. Establish and maintain effective working relationships Educational/Previous Experience Requirements Currently pursuing a Juris Doctor or Master of Laws degree Any equivalent combination of experience, education, and/or training approved by Human Resources. Licenses/Certifications None required. Location - Fully Remote No travel required. Education High School (HS) (Required) Work Experience General Experience - 4 to 6 months Workstyle Remote At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
    $91k-120k yearly est. Auto-Apply 16d ago
  • Horizon Deposit Systems & Conversion Analyst

    First Merchants Bank 4.5company rating

    Columbus, OH job

    Job Description First Merchants Bank is seeking a Systems & Conversion Analyst to join our team! This full-time position will ensure assigned core banking application systems bring the expected business value, operate reliably, and support organizational growth. They will provide subject matter business analysis and technical support services that ensure products, processes, data conversion, reports and other operational needs are met. As part of this role you will: Provide support of assigned core banking application system by troubleshooting technical assistance requests received through internal ticketing system in accordance with SLA standards. Perform core banking system parameter changes while following Change Management and/or SOX standards. Design and test new and existing product parameters, system functionality and/or configuration, and notices/letters and statements. Assist in monitoring application updates and new releases from vendors, ensuring custom programming remains intact. Review and understand vendor client bulletins and release updates. Complete system and regression testing and support user testing, to deliver high quality release package implementation. Coordinate, conduct, and/or participate in regular meetings to communicate and provide proper interpretation of system changes and/or configurations, including changes in policy and procedure, ensuring changes comply with applicable regulatory requirements. Assist in troubleshooting application and user issues in core banking system, reaching out to application vendor as needed for resolution. Document, report, and resolve system failures. Create and participate in event assessments involving assigned core banking applications. Use application system data through SQL or application system query as requested through information request, projects, audits, etc. to fulfill any custom reporting needs not directly available through the core banking system. Build, create and execute extract files from core banking system data for third party vendor requests. Participate in projects to help define system scope and objectives through research and understanding of core banking system while considering system or operational limitations to achieve desired outcome. Develop testing strategies and execute test plan to mitigate deployment risk. Identify issues and escalate/manage resolution as required. Recommend preferred solutions. Create automation using Nintex bots. Complete system and regression testing and support user testing to deliver high quality, fully automated bot. Gather and assess requirements for software utilization through data analysis, core parameter review and completion of questionnaires. Create core data field mapping and transaction workflow documents to form the technical specifications for the integration to be shared with vendors and programmers, and others as appropriate to ensure successful conversion. To be successful in this position, we require the following: High School Diploma or equivalent (HSE/GED) A minimum of three (3) years of deposit or loan servicing, operations, line of business or similar experience in the financial services industry. The following would be a plus: Bachelor's degree in computer science, information systems or related field of study. Similar experience supporting core Deposit or loan servicing systems (FIS, Fiserv, CSI, Jack Henry, etc.). Commercial bank operations and servicing experience supporting FIS Horizon Deposit or Loan system. Working knowledge of SQL or other reporting technology. Experience creating and supporting RPA automation. First Merchants offers the following: Base Pay PLUS Bonuses Medical, Dental and Vision Insurance 401k Health Savings and Flexible Spending Accounts Vacation/Sick Time Paid Holidays Paid Parental Leave Tuition Reimbursement Additional Benefits A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging." Apply today to begin your career with us!
    $75k-92k yearly est. 11d ago
  • Director, HR Project Management

    Raymond James Financial, Inc. 4.7company rating

    Remote or Springfield, IL job

    _This position is eligible for remote work anywhere within the United States. However, candidates who reside within a commutable distance to our corporate headquarters in Saint Petersburg, FL (including the Tampa Bay area) will follow a hybrid work schedule, typically requiring 2-3 days per week in the office._ **Job Profile Summary:** Leverages experience to refine and manage the project management function (including process, tools, resources, philosophy) within the HR Department, ensuring alignment with firm approaches. Serves as the primary project manager for core HR projects. **Responsibilities:** + Provide strategic leadership for the HR project management function; refine established processes, tools, and approaches to meet the needs of the department, while ensuring alignment with firm-level project management philosophy. + Provide training, education, and support to influence widespread adoption of project management across the department. + Maintain a high-level view of HR projects; partner with the Office of the CHRO to ensure key progress, challenges, risks, and successes are incorporated in strategic planning sessions. + Serve as dedicated project manager for large project teams (or multiple small- to medium-sized teams) for initiatives such as HR integrations/M&A and other core priorities. + Coordinate team actions across project activities; coordinate the flow of additional team members onto and off the team, as needed; and build the team's project management capability through training, coaching, and mentoring. + Ensure that project risks, issues, dependencies, and constraints are managed appropriately. Where issues threaten the delivery of the project, develop and agree on recovery plans. + Set appropriate performance objectives for direct reports and hold individuals accountable for achieving them. + Manage and report on performance within the department or area of responsibility. + Use analytical insights to optimize processes for quality and performance, fostering continuous improvement and standardization across services and delivery channels. **Skills:** + Identify, define, unify, and coordinate various processes and activities to integrate the project management activities into a cohesive plan. + Plan and manage project work assignments within desired cost, time and quality parameters. + Assist project owner(s) with building the structure and culture of the project team, and defining roles and responsibilities to enable achievement of project objectives and the effective operation of key business processes. + Align the work of the project with the stated goals, objectives and culture of the organization; and maintain alignment throughout the life of the project. + Uses compelling arguments to gain the support and commitment of others; acknowledges a stakeholder's indifference and consults to discover details on why the stakeholder is resistant to change. + Optimizes work processes; knows the most effective and efficient processes to get things done, with a focus on continuous improvement. Promptly and effectively addresses process breakdowns.
    $90k-111k yearly est. 33d ago
  • Business Development Consultant - Midwest

    Raymond James 4.7company rating

    Remote job

    Manage the buying and selling of securities, monitor market positions, and determine optimal pricing for clients. Interview clients to understand their financial objectives, develop financial plans, devise trading strategies, supervise support staff, and evaluate the cost and revenue of agreements. Job Description Job Summary Under general direction with a high level of autonomy, use extensive knowledge and skills obtained through education, and sales or recruiting success to develop relationships with advisor and/or financial planning professionals/organizations for the purpose of recruiting advisors and their teams to Raymond James RIA & Custody Solutions. Extensive networking with internal and external stakeholders is required to establish and maintain relationships that lead to recruiting new advisors. Acts in a professional sales and marketing capacity to help meet firm goals. This role will cover the geographical locations of: Midwest = IA IL IN MI MN MO ND OH SD WI Essential Duties and Responsibilities Creates business development and sales strategies, generates leads, and maintains and expands referral sources. Sources, solicits and develops new prospects by responding to incoming calls and inquiries, sending out materials and visiting prospects to meet specific recruiting goals. Establishes relationships with prospective advisors, provides consultation and education regarding platform and transition opportunities. Establishes and maintains a prospect database. Gathers information and data on prospects to qualify prospects, review for platform fit, and accelerate sales activities. Evaluates interested prospects to ensure philosophical alignment and motivation. Manages the creation of proformas for prospects. Oversees visits to home office by prospects to address issues, interests and concerns. Assists advisors during transition to the firm. May manage the process of advisor succession planning and counsel advisors on the establishment of a successful succession plan. May coach and mentor others. Performs other duties and responsibilities as assigned. Knowledge of Advanced concepts, practices and procedures of business development in a financial services environment. Investment concepts, practices and procedures used in the securities industry. Principles of finance and securities industry operations. Financial markets and products. Financial analysis of businesses and FA practices, business valuation methods and modeling may be required. Securities rules and regulations in order to conduct proper due diligence analysis of independent practices may be required. Skill in Sourcing and developing prospects. Developing business development and/or practice acquisitions strategies. Maintaining and expanding referral sources. Gathering, compiling, and analyzing information and data. Initiating sales calls and responding to inquiries and turning them into sales and/or practice acquisition opportunities. Facilitating transition/acquisition processes. Establishing and maintaining databases. Preparing and delivering clear, effective, and professional presentations. Effective questioning and listening techniques. Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases. Ability to Participate in professional organizations and activities to expand network of business contacts. Maintain fluency in investment advisor and/or financial planner services and products. Partner with other functional areas to accomplish objectives. Incorporate needs, wants and goals from different prospects/target audiences into marketing and sales strategies. Gather information, identify linkages and trends and apply findings to operations. Research, interpret, analyze and apply information about prospects. Establish and communicate clear directions and priorities. Organize, prioritize, manage, and track multiple detailed tasks and assignments, including those delegated, in an area with frequently changing priorities and deadlines in a fast-paced work environment. Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives. Incite enthusiasm and influence, motivate and persuade others to meet or exceed sales objectives. Plan, assign, monitor, review, evaluate and lead the work of others; coach and mentor others. Work independently as well as collaboratively within a team environment. Education/Previous Experience Bachelor's Degree from four year college or university with a minimum of five (5) years experience in Business Development or Sales, with experience with recruiting financial advisors in a financial services environment. Licenses/Certifications SIE required provided that an exemption or grandfathering cannot be applied. Series 7 Education Bachelor's: Business Administration, Bachelor's: Finance, Bachelor's: Marketing Work Experience General Experience - More than 15 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Salary Range $35,568.00-$130,000.00 Travel Workstyle Remote At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
    $35.6k-130k yearly Auto-Apply 6d ago
  • Senior Client Relationship Representative (Universal Banker)

    First Merchants Corporation 4.5company rating

    Upper Arlington, OH job

    First Merchants is seeking a Senior Customer Relationship Representative to join our team! This position is responsible for delivering a high quality and meaningful customer service experience by accurately completing bank transactions, opening accounts, and processing loan applications, as well as identifying products and services to meet the current and future financial needs of bank clients. They are responsible for meeting or exceeding established individual and team sales goals, as well as ensuring service metrics achieve the strategic and tactical goals of the organization. As part of this role you will: * Deliver high quality customer service on a wide variety of general banking matters within the banking center, including processing transactions, opening accounts, and processing loan applications. * Assist with opening and closing of the banking center, conducting audits, and banking center balancing to ensure efficiency. * Assess client's financial position to identify additional relationship opportunities while utilizing the Gold Standard for Service expectations. This includes acquiring and using in-depth knowledge of products/services of all lines of business at First Merchants. * Meet or exceed established individual and team sales goals to help the Banking Center achieve scorecard goals. * Effectively use the CRM (Client relationship management tool) and guided conversation to assess the client's current and future financial situation to identify and recommend additional products to deepen client relationship. * Utilize digital tools to provide education and help clients enroll in electronic banking products and services during account opening. * Support the whole bank partnership identified during needs-based conversations including merchant services, treasury management, mortgages, and investments. * Assist in banking center operations and ensure policies and procedures are followed. To be successful in this position, we require the following: * High school diploma or equivalent (GED). * A minimum of one (1) year of banking, sales, or related experience and a minimum of six (6) months of experience selling products or services. * This position requires S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Employees hired or transferring into this position will need to meet the qualification requirements within three (3) months of hire. * Ability to obtain Notary Public designation. * Ability to multi-task in a fast-paced environment. * In-depth knowledge of products/services offered by the bank (all lines of business). The following would be a plus: * Prior banking experience. * Ability to sell and cross-sell bank products and services. First Merchants offers the following: * Base Pay PLUS Bonuses * Medical, Dental and Vision Insurance * 401k * Health Savings and Flexible Spending Accounts * Vacation/Sick Time * Paid Holidays * Paid Parental Leave * Tuition Reimbursement * Additional Benefits A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging." Apply today to begin your career with us!
    $30k-34k yearly est. 5d ago
  • Senior Associate, Digital Workflow Services | St. Petersburg, FL | Onsite Training

    Raymond James 4.7company rating

    Remote or Saint Petersburg, FL job

    Hybrid Schedule: This position follows our hybrid-friendly schedule (after training period), so you get the best of both worlds - flexibility and collaboration. In-office days will be 3 per week in our St. Petersburg, FL Corporate Office. Training: You'll be expected to report onsite (5-days per week / Mon-Fri) from 8am-5pm EST for the duration of training. After that initial training period, then you'll transition into the hybrid schedule listed below with flexibility to work from home up to 2 days per week. Hours/Schedule (after training): Monday-Friday from 9am-6pm EST. The selected candidate will also be expected to work an alternating evening shift (11am-8pm EST) at least 2-3 times per month . The Senior Digital Workflow Services Associat e operates in a dynamic, multi-skilled environment to ensure client account documentation complies with industry regulations. Serving as a liaison between branch personnel and the Home Office, the associate provides world-class phone support to troubleshoot system issues and deliver training on operational processes. The role also involves facilitating problem resolution, processing client documents, and adhering to established procedures for routine tasks. Additionally, the associate receives general guidance to perform a variety of non-routine tasks, exercising limited decision-making authority while contributing to overall service excellence. Responsibilities Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards. Carry out operational tasks by following established processes. This will involve adjusting multiple settings or parameters to meet performance standards. Prepare routine letters, memoranda, reports, and similar documents following detailed instructions. This is likely to involve using the full range of functions within standard office software. Produce, update, and provide best practice support on Microsoft documents, DocuSign (and other E-signature platforms), databases, and other departmental systems. Perform quality assurance reviews to ensure compliance with established standards and procedures. Provide guidance and support to team members, addressing questions and assisting with issue resolution. Conduct evaluations of phone and email interactions to maintain service quality and consistency. Develop and manage team schedules, ensuring adequate coverage and operational efficiency. Facilitate training sessions for new hires as needed to support onboarding and skill development. Skills Works at an intermediate level to monitor, interpret and understand policies and procedures and ensure their alignment with organizational strategies and work objectives. Typically works with guidance. Works at an intermediate level to plan, organize, prioritize and oversee activities to efficiently meet objectives. Typically works with guidance. Works at an intermediate level to review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required. Typically works with guidance. Education High School (HS) (Required) Work Experience General Experience - 7 to 12 months Certifications Travel Less than 25% Workstyle Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-CA1
    $64k-79k yearly est. Auto-Apply 33d ago
  • Supervision Manager, Supervisory Solutions

    Raymond James 4.7company rating

    Remote job

    Note: This person must reside in either of the following states: Idaho, Oregon, or Washington Manages supervision oversight, ensuring adherence to firm and regulatory policies and procedures. Monitors day-to-day activities of financial advisors and registered sales assistants to ensure compliance with internal policies and procedures, and external regulations. Oversight activities include but are not limited to trade review, FINRA rule 3010 email review, advertising review, FA/client operational troubleshooting, new account and application review, annuity review, securities receipts review, cash deposit review, and outgoing/LOAs review. Responsible for ensuring any identified policy violations or branch deficiencies are addressed with the branch and fully remediated. Travel to branch locations to perform required annual Branch Manager Supervisory Visits. Works independently on difficult assignments that are broad in nature requiring originality and ingenuity with some latitude for un-reviewed actions or decisions. Uses extensive knowledge and skills obtained through education and experience to identify, research, analyze and resolve complex issues. Serves as the face of the organization and advocate for the branches they oversee. Job Description Essential Duties and Responsibilities Responsible for supervision oversight and ensuring adherence to firm and regulatory policies and procedures. Perform reviews of client accounts and documents submitted by the branch. Educates branch staff associates. Escalates concerns to senior management and may propose new policies or procedures regarding risk, adhering to compliance and operational risk controls in accordance with company and regulatory standards. Review and analyze monitoring reports and systems for suspicious/unusual patterns and follow-up with appropriate individual(s) for explanations and actions. Coordinates registrations, continuing education, licensing, etc. of branch personnel. Oversees branch activities. Interfaces with specific business platform sales management associates to inform them of any supervisory concerns that may arise with branch offices and work together with them to address and resolve these concerns. Implements and enforces policies and procedures for all business platform branch office locations not currently staffed with a licensed and qualified branch manager by serving as the designated manager or branch manager delegate of these OSJ locations. Monitors and keeps up to date with securities/advisory regulations and applies them accordingly. Interprets, applies and recommends changes to organizational policies and procedures while adhering to compliance and operational risk controls in accordance with company and regulatory standards. Handles all administrative matters in the hiring/termination of FA and their transition in and out of the branches. Monitors Supervisory Center alerts and handles any necessary follow-up. Researches and resolves complex problems relating to clients' accounts and inquiries. Identify needs of the team and find solutions to complex issues Communicates with the field regarding regulatory rules and firm policy changes. Serve as the face of the organization and advocate for the branches we oversee. Ensure any identified policy violations or branch deficiencies are addressed with the branch and fully remediated. Travel to branch locations to perform required annual Branch Manager Supervisory Visits. Performs other duties and responsibilities as assigned. Knowledge, Skills, and Abilities Knowledge of Company policies and procedures and industry rules and regulations. Investment concepts, practices and procedures used in the securities industry, financial markets and financial products. Skill in Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. Preparing and delivering clear, effective, and professional presentations. Identifying the needs of customers through effective questioning and listening techniques. Handling stressful situations and leading others in providing a high level of customer service in a calm and professional manner, constantly projecting a Service 1st attitude. Projecting a professional and pleasant appearance and demeanor to work with clients; utilize tact and diplomacy in dealing with customers in a deadline-driven environment. Employing good analytical skills to be able to research and resolve problems. Establishing and communicating clear directions and priorities. Utilizing good interpersonal and verbal and written communication skills to deal with clients, financial advisors, support staff and home office personnel. Establish and maintain a respected position of leadership to influence, motivate and persuade others to achieve desired outcomes. Effectively organizing, managing, tracking and completing multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. Working independently, under minimal supervision. Ability to Handle stressful situations and lead others in providing a high level of customer service in a calm and professional manner, constantly projecting a Service 1st attitude. Establish and maintain a respected position of leadership to influence, motivate and persuade others to achieve desired outcomes. Project a professional and pleasant appearance and demeanor to work with clients; utilize tact and diplomacy in dealing with customers in a deadline-driven environment. Travel extensively to perform required branch visits. Educational/Previous Experience Requirements Education/Previous Experience Bachelor's degree (B.A.) from four-year college or university, and a minimum of six (6) years' experience in a financial services firm / supervision ~OR~ An equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications SIE required provided that an exemption or grandfathering cannot be applied Series 7, 9/10 or 24, 66 or 63/65 required Series 53, Life, Health and Variable Annuity Licenses preferred Education Work Experience Certifications Salary Range $100,000.00-$111,000.00 Travel Less than 25% Workstyle Remote At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-AF1
    $100k-111k yearly Auto-Apply 16d ago
  • Consumer Loan Originator - Portland Branch Hybrid

    PFCU 3.1company rating

    Remote or Portland, MI job

    Consumer Loan OriginatorSummary To assist the credit union in achieving its mission statement: “ PFCU WILL DELIVER FINANCIAL WELL-BEING WITH VALUE, CONVENIENCE AND EXCEPTIONAL SERVICE”. The Consumer Loan Originator is responsible to make outbound phone calls to members regarding various items ranging from general services to presenting specific targeted sales opportunities. Additional responsibilities include accurate processing of applications for new accounts, loans, and other products and services received through all member channels. Support, model & adhere to PFCU's Service Standards as outlined in My MARC. This role is a hybrid position with requirements to report to the Portland Brand headquarter. Essential Functions, Duties, & Responsibilities Make contact with members in order to support sales or promotional campaigns in order to deepen relationships or cross-sell additional PFCU products or services, including initiating outbound contact on new indirect loan memberships or on-boarding for new memberships from the online account opening process. Promote and provide loan products by outbound calls. Analyze member's credit data, financial situation and financial goals. Follow-up and maintain pending loan queue. Maintain loan information and follow-up documentation. Proactively identify any financial need and educate members on each possible solution. Assist members with in-depth questions about their accounts. Accurately process incoming applications for new accounts, loans, and other products and services. Responsible for the timely processing of loan applications and serve as the member liaison between loan origination and loan closing. Engage in continuous learning to maintain an adequate level of knowledge in all areas of responsibility. Demonstrate sensitivity, support, respect, flexibility, dependability and timeliness in order to take personal responsibility and accountability for actions and performance. Build a deeper relationship with the member by cross selling other credit union products and services. Meet or exceed established minimum performance expectations. Provide regular reports (as requested) regarding efforts and results. Maintains on-going communication with supervisor, informing individual of all pertinent problems, irregularities, new developments, changes and other important information within the area of responsibility. Demonstrate enthusiastic support of corporate mission, core values and long term objectives. Seek training opportunities to develop or enhance through training, conferences, reading etc. Willingly participate in and attend educational functions and meetings as requested by management Perform all other duties as assigned. Regulatory Compliance Follows regulatory and policy compliance requirements which would include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC), Red Flag and Anti-Money Laundering (AML) Regulations, and other compliance related policies. Confidentiality This position requires maintaining confidentiality with regard to non-public information about our members, employees and the Credit Union. We must protect the confidentiality of member information. Financial transactions are confidential and private. With account access, employees are to handle member information responsibly and confidentially. Security To ensure the safety and security of all employees, employees must follow all security policies and procedures at all times. Security is the responsibility of all employees. Qualification Requirements To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education Requirements High School Graduate or equivalent Work Experience A minimum of two (2) year experience as a Loan Member Service Pro at PFCU or Consumer Lending Processor, Indirect Lending Processor or Universal Employee.Language Skills Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, employees, clients, members, and the general public. Mathematical Skills Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent. Reasoning Ability Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Must have the capability to deal with problems involving concrete variables in standardized and non-standardized situations. Other Skills & Abilities Ability to creatively structure good performing loans within PFCU policies and procedures. Excellent understanding of lending policies and procedures. Able to make decisions and recommendations. 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. While performing the duties of this job, the employee is regularly required to stand; use hands to finger, handle, and feel objects, tools, or controls; reach with hands and arms; and talk or hear. The employee frequently is required to walk and stand. The employee is occasionally required to stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in work environment is usually moderate. While performing the duties of this job, the employee occasionally works near moving mechanical parts, and is occasionally exposed to risk of electrical shock. Mental Demands The employee is frequently required to use alertness, precision, resourcefulness, problem solving, numeric calculations, persuasiveness, auditory perception, memory, creativity, judgment, writing ability, reading ability, reasoning, imagination, patience, visual perception, comparing, and analyzing. PFCU is and equal opportunity employer.
    $38k-49k yearly est. 38d ago
  • Banking Center Manager

    First Merchants Brand 4.5company rating

    Upper Arlington, OH job

    First Merchants Bank is seeking a Banking Center Manager to join our team! This position will focus on developing and implementing sales plans, coaching and developing their team, providing strong managerial leadership and direction to the banking center staff, and overseeing the operational soundness of the banking center. As part of this role you will: Oversee and inspect all operations and compliance of the banking center. Develop and implement an aggressive sales and marketing strategy to drive deposit, loan and partner referrals with new and existing client relationships. Regularly conduct outside sales calls to nurture and grow established relationships and grow market share for the banking center(s) through frequent participation in business development activities with existing business customers in the market area. Market all types of business and consumer banking functions including deposits, lending, Private Wealth, brokerage, merchant processing, treasury management, etc. Ensure banking center team and partners deliver upon Gold Standard for Service expectations. Promote an understanding of business deposit and lending products and expand relationships with new and existing clients through ongoing outside business calling activities. Open accounts and process loan applications for both consumer and business customers. Resolve customer inquiries, problems and complaints with scope of authority while proactively using service to sales techniques to provide solutions to customers for current financial needs. Create and foster a robust employee experience within the banking center. Implement effective Sales Management routines designed to coach, teach, train and inspect sales activities within the banking center(s). Conduct weekly sales and pipeline meetings, daily huddles, touch bases with direct reports. Complete formal and informal coaching conversations monthly focusing on sales and service behavioral observation and the associated production from those behaviors. Coach bankers to the effective use of the guided conversation and associated sales tactics to expand relationships and increase share of wallet. To be successful in this position, we require the following: High school diploma or equivalent (GED). A minimum of three (3) years of sales, management, banking, or related experience including serving in a lead or supervisory capacity. This position requires S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Employees hired or transferring into this position will need to meet the qualification requirements within three (3) months of hire. Obtain Notary Public designation. The following would be a plus: Demonstrated ability to sell and cross-sell bank products and services. Consumer lending experience. Demonstrated ability to manage sales team to achieve threshold activity levels and performance goals. Bachelor's degree. First Merchants offers the following: Base Pay PLUS Bonuses Medical, Dental and Vision Insurance 401k Health Savings and Flexible Spending Accounts Vacation/Sick Time Paid Holidays Paid Parental Leave Tuition Reimbursement Additional Benefits A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging." Apply today to begin your career with us!
    $29k-35k yearly est. 18d ago
  • Personal Banker Associate I- Whitehall Bank Mart

    Fifth Third Bank 4.6company rating

    Whitehall, OH job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. Provide guidance to CSRs with respect to the sales and referral process. Promote customer satisfaction with a friendly, helpful demeanor and professionalism. Act with confidence by answering customer questions and owning customer issues. Maintain a position of trust and responsibility by keeping all business confidential. Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. Adhere to established policies and procedures while opening/servicing the full range of Retail products. Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: College degree or work experience providing transferrable skills, or, combination of education and experience. Experience in the financial industry preferred. Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication. Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. WORKING CONDITIONS: Normal office environment. Extending viewing of computer screens. This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. Travel outside of the affiliate will be required for various classroom training sessions. Personal Banker Associate I- Whitehall Bank Mart At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Whitehall, Ohio 43213 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $79k-107k yearly est. Auto-Apply 9d ago
  • RCC Equity Underwriter I

    Fifth Third Bank, N.A 4.6company rating

    Columbus, OH job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Functions: Performs a wide range of duties related to the underwriting of consumer bank initiated residential real estate requests across multiple states. Render an underwriting decision within the banks credit guidelines whileensuringcompliance with federal lending regulations. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensuresthatactions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. Duties and Responsibilities: + Analyze consumer credit reports for Consumer Lending real estate applications to evaluate risk and make appropriate credit decision for Direct Lending across multiple states, markets or geographic regions. + Maintain an in depth knowledge of the continual enhancements and changes to the Fifth Third Consumer Lending policy and procedures in order to ensure consistent treatment of all real estate applications. + Manage application pipeline to meet business objectives and stated Service Level Agreements. + Responsible for ensuring completeness and accuracy of real estate credit application. + Responsible for ensuring HMDA purpose codes are accurate before rendering a final decision. + Evaluate customer provided credit documents to support credit decision, including calculation of income, personal financial statement reviews, trust reviews, etc. + Place orders for bank obtained credit documents in accordance with real estate policy guidelines, and partners with retail and borrower to clear condition with regards to Property Reports, Appraisals, and Flood Certifications. + Formulate and communicates credit decision (approve, decline or counteroffer) in compliance with established underwriting guidelines, compliance and regulatory requirements. + Demonstrate a solid understanding of the credit exception process, specifically identifying opportunities with applications and understanding the relevant compensating factors needed to present to the exception team. + Review credit applications and recommends decisions on applications over their assigned authority to their manager or senior level underwriters review before communicating final decisions. + Partner with the Mortgage Line of Business to underwrite simultaneous first and second lien real estate loan requests, as appropriate. + Develop business relationships and build rapport with internal customers across multiple states to achieve mutual goals. + Host side by side visits for bank employees to both gain an understanding of our processes and to help build interest in our department and identify possible candidates for filling future needs. + Demonstrate the ability to be a team player by providing superior customer service, being flexible and approachable. #LI-RD1 KNOWLEDGE & SKILLS REQUIRED: + Must live within 30 miles to Cincinnati, Farmington Hills, or Grand Rapids. + College degree in Business or Finance or equivalent work experience. + Minimum 3 years Consumer Lending or related industry experience. + Knowledge and understanding of basic financial analysis techniques. + Strong interpersonal, written and verbal communication skills. + Ability to make high quality decisions and execute in a time sensitive manner. + Ability to handle multiple tasks and meet deadlines in fast paced environment. + Ability to interact with Vice President level managers; build consensus; and motivate others. + Strong analytical and organizational skills. + This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Fifth Third will assist with the registration process and completion. The NMLS website(mortgage.nationwidelicensingsystem.org) provides the MU4R questions and successful registration required for employment in this position. RCC Equity Underwriter I Total Base Pay Range 48,100.00 - 96,200.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Virtual, Ohio 00000 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $66k-91k yearly est. 6d ago
  • Marketing Analytics Insights & Reporting Manager

    First Merchants Bank 4.5company rating

    Columbus, OH job

    Job Description First Merchants Bank is seeking a Marketing Analytics Insights & Reporting Manager to join our team! The Marketing Analytics, Insights & Reporting Manager leads the consolidation of marketing data across platforms to tell clear, actionable data stories that accelerate decision-making, demonstrate progress against KPIs, and close the loop on customer feedback. The role integrates performance analytics (web, social, email/SMS, SEO/SEM, paid media), campaign measurement, and Voice of Customer (VoC) insights to guide strategy, optimize spend, and inform experience improvements-including partnering closely with UX to share behavioral and attitudinal insights. This role blends descriptive, diagnostic, and predictive analytics with benchmarking to communicate what happened, why it matters, and what to do next-core expectations highlighted in current marketing analytics role guidance. It also stands up a scalable VoC practice (collection, analysis, and actioning of feedback from surveys, reviews, support interactions, social listening) to inform roadmap and retention efforts. Essential Duties & Responsibilities: Consolidate and normalize marketing data from web analytics, social platforms, email/SMS, SEO/SEM, paid media, and CRM to establish a single source of truth for performance reporting and optimization. Define and maintain the KPI framework and benchmarks for brand, demand, lifecycle, and experience metrics; tie measures to business outcomes and OKRs in partnership with Marketing and Finance/FP&A. Build and maintain executive and team-level dashboards and reports (weekly/monthly/QBR) and apply data-storytelling techniques so stakeholders quickly grasp what/so-what/now-what. Stand up/run a VoC program aggregating solicited and unsolicited feedback (CSAT/NPS/CES, in-app/site feedback, product reviews, social listening, service transcripts). Apply sentiment/topic analysis to reveal loyalty drivers and friction. Operationalize closed-loop feedback with Marketing, UX, Product, and Service; size impact, recommend fixes, and track adoption and outcomes. Create measurement plans, event schemas, and UTM/naming standards; ensure full-funnel tracking for always-on and campaign activity across paid/owned/earned. (Design the stack recognizing that no single tool covers all analytics needs.) Deliver pre/post analyses, A/B and incrementality testing, and contribution/attribution reads to quantify ROI/ROAS and inform budget reallocation. Communicate findings using storytelling best practices. Partner with UX to share behavioral insights (funnels, heatmaps, session replays) and VoC themes that shape hypotheses, experiments, and design priorities. Collaborate with Finance/FP&A to connect marketing investments to growth, acquisition, retention, and relationship deepening; align on forecasting and performance narratives for leadership. Work with Marketing Ops/IT/Data to govern data quality, documentation (data dictionary), and access/controls; ensure reporting is accurate, timely, and compliant. Evaluate and advise on analytics/VoC and martech tools, integrations, and roadmaps; lead light vendor management and pilots as needed. Coach marketers on interpreting dashboards and applying insights; run recurring insights reviews and share best practices for data storytelling to drive adoption and action. Champion privacy-aware measurement and ethical use of data in collaboration with Legal/Compliance. To be successful in this position, we require the following: Bachelor's degree in marketing, analytics, statistics, business, computer science, or related field A minimum of (5) years of hands-on experience in marketing analytics/insights/reporting with measurable impact on channel optimization and campaign ROI. The following would be a plus: Excellent written and verbal communication skills Strong analytical and problem-solving abilities with the ability to distill complex information into actionable insights Commitment to the mission and values of the organization High degree of integrity, discretion, and professionalism Collaborative and team-oriented approach to partnerships Ability to work independently and thrive in dynamic, fast-paced environments Empathetic and mission-driven, prioritizing relationships built on respect and compassion Demonstrated exceptional organizational, time management, and attention to detail Demonstrated ability to consolidate data across web analytics, SEO/SEM, paid media, social, email/SMS, and CRM; fluency working across multiple tools/platforms Proficiency in dashboarding/visualization (e.g., Power BI) and data storytelling; working SQL/data transformation skills preferred Experience standing up or contributing to VoC programs (survey design, text/sentiment analysis, social listening, closed-loop actioning) First Merchants offers the following: Base Pay PLUS Bonuses Medical, Dental and Vision Insurance 401k Health Savings and Flexible Spending Accounts Vacation/Sick Time Paid Holidays Paid Parental Leave Tuition Reimbursement Additional Benefits A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging." Apply today to begin your career with us!
    $53k-63k yearly est. 16d ago
  • Associate

    First Merchants Bank 4.5company rating

    Columbus, OH job

    Job Description First Merchants Bank is seeking an Associate to join our team! This position will partner with the Relationship Managers (RMs) to support the commercial sales strategy, interface directly with clients and lines of business partners, and serve as a key contributor to the structure of commercial business. As part of this role you will: 1. Prepare and provide analytics in support to the commercial sales team. Interface with client, gather credit and financial information. Pre-screen and analyze pertinent financial data and Commercial Decision Summary underwriting data. Prepare Opportunity Memos and other necessary sales presentations 2. Assist with completion of annual review and loan covenant/trigger testing. Ensure clients are in compliance with all covenants (financial and otherwise). 3. Participate in client meetings with Relationship Manager. Interface with new and existing clients, work through referrals, build client relationship and extend credit within assigned limits. 4. Support Relationship Managers with Treasury/cash management needs and solutions. 5. Monitor loan maturity dates within the portfolio and recommend renewal strategy with the Relationship Manager. 6. Utilize bank reporting tools to ensure progress is documented and tracked, and prepare various scheduled management reports. 7. Support portfolio management, assist with loss prevention, identify risk and work delinquent loans up to 30 days. 8. Assist with projects and developing new or refining existing efficiencies and processes as required. 9. Review and understand credit agreements and all supporting documentation related to the relationship. In addition to the above, the Associate may be responsible for one of the specializations below: Investment Real Estate Banking 1. Direct accountability for loss prevention; determine necessary action to be taken on all loans, includes resolving marginal and delinquent loans. 2. Extend credit within assigned limits to commercial customers. Interview applicants and obtain information concerning their business needs, abilities and earnings, and assess credit risk. Review, validate and/or approve letters of credit. Cross sell opportunities. 3. Coordinate all construction loan draws with clients and direct submission process with internal construction loan administration desk. 4. Support RMs in preparation of quarterly PLU's. To be successful in this role, we require the following: Bachelor's degree. The following would be a plus: Bachelor's degree in business, finance, economics, accounting or a related field. Industry specialization - commercial and industrial, investment real estate, agriculture, dental, veterinarian, corporate or commercial client exposure. Financial statement review, decision and/or financial modeling experience. First Merchants offers the following: Base Pay PLUS Bonuses Medical, Dental and Vision Insurance 401k Health Savings and Flexible Spending Accounts Vacation/Sick Time Paid Holidays Paid Parental Leave Tuition Reimbursement Additional Benefits A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging." Apply today to begin your career with us!
    $23k-26k yearly est. 2d ago
  • AML/CFT Analyst

    First Merchants Bank 4.5company rating

    Columbus, OH job

    Job Description First Merchants Bank is seeking an AML/CFT Analyst to join our team! This position will provide clerical and analytical support for the execution of the Anti-Money Laundering, Countering the Financing of Terrorism (AML/CFT) program. Essential Duties and Responsibilities: Execute daily tasks related to the Anti-Money Laundering/Countering the Financing of Terrorism monitoring program, including but not limited to, the validation procedures for the transactions data and monetary instruments feed into BAM; enter wire transfer data into BAM. Execute program assignments including review and process alerts generated from the AML transaction monitoring system or by other means. Execute periodic higher risk customer reviews. Execute 314a scan procedure. Execute Office of Foreign Assets Control (OFAC) scan procedures and manage OFAC scan results received from the line-of-business. Execute Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD) monitoring procedures. Assist with monitoring procedures or investigation as needed. Assist with or perform simple, basic analysis and investigation. To be successful in this position, we require the following: High school diploma or equivalent (GED). A minimum of two (2) years of retail, operations, or compliance bank functions experience. The following would be a plus: Bachelor's degree in business, management, or a related field. First Merchants offers the following: Base Pay PLUS Bonuses Medical, Dental and Vision Insurance 401k Health Savings and Flexible Spending Accounts Vacation/Sick Time Paid Holidays Paid Parental Leave Tuition Reimbursement Additional Benefits A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging." Apply today to begin your career with us!
    $53k-65k yearly est. 13d ago
  • 2026 Summer Associate - Law Clerk (Fully Remote)

    Raymond James Financial, Inc. 4.7company rating

    Remote or Saint Petersburg, FL job

    **One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations.** Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. **Department Overview** Raymond James Legal is committed to providing legal advice that supports the Firm's business objectives while adhering to our core values of Client First, Conservatism, Independence, and Integrity. The Legal department's primary mission is to: (i) provide advice that supports business unit efforts to pro-actively manage and mitigate litigation and regulatory risk; (ii) oversee litigation and regulatory enforcement matters; and (iii) assist in the execution of business transactions. **Job Summary** Raymond James is seeking a Summer Associate - Law Clerk. Under general supervision, the Law Clerk uses skills gained through education, training, and or experience to assist with specific legal research projects within an assigned functional area of the legal department (functional areas span litigation/arbitration, regulatory, and transactional practices). Follows established legal department procedures and receives general guidance and direction to perform each research tasks with varied complexity. Some judgment required to adapt procedures, processes, and techniques. **Work** **Schedule:** Temporary, Full-Time; Summer **;** Monday through Friday, up to 40 hours per week **Target Start Date** : June 1, 2026 **Target End Date** : August 7, 2026 **Duties and Responsibilities** + Support in-house counsel and members of the legal department in conducting legal research. + May conduct or update 50 state surveys. + Perform legal researchutilizingboth written and electronic sources. + Prepare legal memos. + Gather and compile facts and relevant case information. + Review legal agreements. + Operate standard office equipment and use required software applications. + Perform other duties and responsibilities as assigned. **Knowledge, Skills, and Abilities** **Knowledge of** + Fundamental concepts,practicesand proceduresofa professional office environment. + Basic concepts,principlesand practices of an assigned business unit. **Skill in** + Operating standard office equipment andusing, orhavethe ability to learn, required software applications. + Ability to learn and use legalsoftwarei.e.,Westlaw, Bloomberg, etc. + Operating standard office equipment + Strong research skills + Excellent communication and writing skills + Strong attention to detail **Ability to** + Maintain professional discretion and strict privacy and confidentiality. + Read,comprehend, and apply legal information. + Manage multiple tasks with changing priorities to meet deadlines in a fast-paced environment with frequent interruptions. + Communicate effectively. + Utilize established procedures, processes, and checklists. + Work independently as well as collaboratively within a team environment. + Providea high levelof customer service. + Establish andmaintaineffective working relationships **Educational/** **Previous** **Experience Requirements** + Currently pursuing aJuris Doctor or Master of Laws degree + Any equivalent combination of experience, education, and/or training approved by Human Resources. **Licenses/Certifications** + Nonerequired. **Location** - **Fully Remote** + No travelrequired.
    $73k-96k yearly est. 33d ago

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