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Sutton Bank jobs in Tiffin, OH - 31 jobs

  • Teller I (PART TIME)

    Sutton Bank 3.8company rating

    Sutton Bank job in Tiffin, OH

    This position is the first point of contact for most customer interactions that occur within the branch. Responsible for working as a member of a cohesive team to process a variety of transactions to include, but not be limited to: deposits, withdrawals and payments. Responsible for cash assigned, balancing standards and maintaining the integrity of the teller line. Qualifications: Education: High school diploma or general education (GED). Licenses/Certifications: None. Experience: One year of related experience and/or training preferred. General PC knowledge. Prior cash handling experience preferred. Previous sales experience preferred. Or equivalent combination of education and experience. Essential Functions: A: Job Specific: * Greets customers, identifies their business needs, completes requests and answers questions. * Researches customers issues and corrects discrepancies. * Accepts and processes cash item deposits, savings deposits, withdrawals and cashes checks. * Processes loan, credit card and utility payments. * Redeems savings bonds. * Reconciles night deposits and mailed-in transactions. * Follows all cash handling procedures to ensure proper balancing and all money is properly secured and accounted for. * Completes and processes holds/CTR's as required. * Ensures that all safety and security measures are being maintained at all times. Follows proper dual control measures when required. Completes logs and assist with audits. Maintains the security of personal keys and assigned codes. * Maintains assigned cash levels. Balances drawer. Researches any over and short issues. * Sells gift cards and other bank services. Identifies opportunities to cross sell and/or makes referrals as appropriate. * Utilizes back office capture to send transactions to corporate. Reconciles any balancing issues. Knowledge/Skills/Abilities: * The ability to communicate effectively and clearly, both in verbal and written communications. * Excellent interpersonal skills. * Strong knowledge of the business area that is being supported. * Self-directed and motivated. * The ability to manage multiple tasks. * Ability to add, subtract, multiply, and divide all units of measure, using whole numbers, common fractions, and decimals. * Provide exceptional customer service with each interaction. Exercise good judgment when performing job functions to safeguard the assets of the bank and the customer. Sutton Bank is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability, pregnancy or protected veteran status.
    $30k-34k yearly est. 5d ago
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  • Senior Account Manager

    Sutton Bank 3.8company rating

    Sutton Bank job in Attica, OH

    As the primary contact for an assigned strategic partnership of the Payments team. This role is responsible for managing this formal relationship in order to provide exceptional customer care related to executive communication, resolution of operational issues, manage client problems to resolution and manage contracts with these parties. Coordinates with the client's account relationship manager, internal staff, and other appropriate departments to ensure this client is properly serviced, processes are properly executed and all interactions with client meets Sutton Bank's mission and goals. Qualifications: Education: Bachelor's degree in business or related field. Licenses/Certifications: None. Experience: Five years of experience in client-facing interaction in the financial services industry. A thorough understanding of electronic and card payment processes. Essential Functions: A: Job Specific: Develops the individual Partner relationships and ensures goals, strategies and objectives are in place to support the execution of all Partner and Sutton plans. Creates Partner-specific strategic account plans which align with overall revenue/gross margin and Sutton corporate strategy goals. Champions partner's business development initiatives within Sutton. Monitors and assesses trends, problem areas, understands Partner's unique needs, providing them with feedback on Sutton's performance and theirs, keeping them current in all facets of Sutton's business and keeping lines of communication with Partners open at all times. Has a deep understanding of Sutton Bank strategy, policies, products, systems and processes and works within these to further growth and development of Partner business with Sutton. Appropriately challenges these standards when necessary to further the growth and development of Partner business. Has a deep understanding of all Partner's business, key decision makers and influencers, trends in the industry, as well as their competition. Consults regularly with Partner on these topics. Holds regular face-to-face meetings with Partnership Contacts to continue to build relationship, strategize about objectives and ensure alignment between Partner and Sutton. On call 24 hours a day, seven days a week, and responds appropriately to ensure Sutton support groups respond and react accordingly. Required to carry a cell phone and travel to partner site(s) as necessary. Aligns partner needs with internal solutions. Appropriately challenges status quo to ensure Sutton continues to develop solutions to ensure retention and enable growth of Partner business with Sutton. Has an intimate knowledge of Partner agreements, programs, pricing strategies, marketing approaches and providing accurate and timely reporting of information and strong relationship building skills are all keys to success in this role. Engages Sutton senior management across the organization as appropriate to assist with reaching partner objectives and account plans. Provides coaching, mentoring, and support at every level within the Partner-specific teams as needed. Acts as a role model for every team member and across the organization by demonstrating a personal commitment to excellence while exhibiting unquestioned integrity and trust. Responsible for assisting with the client's contract renewal with Sutton Bank. Serves as the primary point of contact for assigned Payment's client account(s). Serves as primary contact for internal issues/questions raised with internal departments regarding assigned account(s). Such as legal issues and non-compliance bank required items. Establishes routine meetings with the assigned account to create a relationship cadence touchpoint including but not limited to resolving outstanding issues, comply with client requests, and respond to client inquiries. Works with internal departments to accomplish requests, projects, or issues raised by client account(s). Provides support in research and resolution of operational problems and inquiries. Keeps abreast of changes to products and services. Maintains comprehensive knowledge of applicable products, services, policy and procedures. Identifies opportunities to provide additional services or resources to customers. Applies established payment policies and procedures to streamline operations and ensure customer satisfaction. Assists in the development of Sutton efficiencies that focus on client tasks. Includes participation in the identification and/or creation of products to ensure product rollout and success. Assists in the identification of potential risk factors and determine solutions to mitigate exposure. Knowledge/Skills/Abilities: The ability to communicate effectively and clearly, both in verbal and written communications. Excellent interpersonal skills. Strong knowledge of the business area that is being supported. Self-directed and motivated. The ability to manage multiple tasks. Excellent problem-solving skills. Superior analytical skills. Ability to respond to common inquiries or complaints from employees, customers, regulatory agencies, or members of the business community. Ability to effectively present information to groups of managers, employees, customers, etc. Ability to learn new software packages that are position specific. Ability to define problems, collect data, establish facts and draw valid conclusions. Ability to solve problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Ability to communicate with "C" level executives. Solid understanding of technology and operational process required to deliver and support new products. Must possess exceptional financial acumen to include working with P&L's, reading partner and Sutton balance sheets, trend analysis, aging reports and other financial tools. Sutton Bank is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability or protected veteran status.
    $64k-78k yearly est. 60d+ ago
  • Senior Customer Service Representative

    Mechanics Bank-Ohio 4.2company rating

    Lexington, OH job

    Consistently demonstrates a spirit of helpfulness in servicing the needs of customers by making every effort to exceed expectations and thereby strengthening existing and fostering new customer relationships.
    $31k-34k yearly est. 9d ago
  • Senior Credit Analyst

    Sutton Bank 3.8company rating

    Sutton Bank job in Tiffin, OH

    Responsible for analyzing for new borrowers and complex credits. Analyzes commercial loan requests to determine credit risk involved in extending credit. Reviews Loan Policy when creating loan write-up to define current and future credit performance. Assists loan officers in determining the proper credit structure and terms for potential/current borrower(s) to meet ROE thresholds of the Bank. Identifies loans that meet the standards as defined by the Bank and/or governmental programs. Ensures loan is in within the Bank's legal lending limit, and adhere to Bank policy and regulatory guidelines. Oversees the Bank's commercial appraisal and mortgage (secondary market) QC Program. Qualifications: Education: Bachelor's Degree in business, finance, accounting or other related field. Licenses/Certifications: None. Experience: Five years of commercial, consumer and/or mortgage analysis experience. Or equivalent combination of education and experience. Essential Functions: A: Job Specific: * Analyzes loan packet for new borrowers and complex credits to determine risk and prepare an objective written credit analysis. Reviews financial statements, debt service, cash flow, balance sheets, tax returns, collateral, covenants, A/P & A/R aging, credit reports, payment history, industry trends, economic conditions and appraisal information to determine credit worthiness. Investigates variances in customer data. Assigns loan grade upon completion of analysis. * Demonstrates expertise in proper loan structuring; legal and documentation issues; industry considerations that affect specific borrower types; credit policy and procedures and their impact on the transaction; and underwriting requirements specific to the Loan Policy. * Gathers information from Dun & Bradstreet and credit bureau reports to assess the borrower's credit standing, and independently researches and gathers industry data from multiple sources as applicable to understand the nature of the credit. * Stress tests financial covenants and projections. * Accompanies account officers on customer calls, particularly on larger or more complex credit requests to offer analytical support. * Upon completion of analysis, presents potential problematic issues to management to determine if credit is worth pursuing or identify other information needed to determine credit worthiness. Works with lenders to collect missing data for a thorough, objective analysis to be completed. * Reviews pricing sheet to determine the revenue generated by each loan. Reviews proposed loan pricing to ensure the Bank's profitability threshold is met. * Reviews appraisals prior to loan closing on commercial loans in excess of $250K to identify and resolve any discrepancies that may impact loan to value ratios and impact the Bank's risk. * Prepares loan presentations for committee review. Analyzes financial information to determine credit worthiness. * Utilizes available bank software to analyze business financials. Trains other users as needed. * Provides advice and guidance to other Commercial Credit Analysts. * Maintains data base for portfolio risk management. Records loan factors such as cash flow, grades, collateral, etc. Reports trends to executive management. * Maintains OREO activity records. * Manages the Junior and Analyst I's, working with the Human Resources department to identify employee training needs and performance issues. Knowledge/Skills/Abilities: * The ability to communicate effectively and clearly, both in verbal and written communications, as well as, present information to groups of managers, employees, customers. * Excellent interpersonal skills. * Strong knowledge of the business area(s) that are being supported. * The ability to manage multiple tasks. * Excellent problem-solving skills. * Technical writing, to include reports, and procedures. * Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Ability to compute rate, ratio, and percent and to draw and interpret graphs. * Ability to define problems, collect data, establish facts and draw valid conclusions. Ability to solve problems and deal with a variety of concrete variables in situations where only limed standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. * The ability to read, analyze and interpret financial statements, government regulations, professional journals, etc. Sutton Bank is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability, pregnancy or protected veteran status.
    $75k-95k yearly est. 41d ago
  • Implementation Specialist

    Sutton Bank 3.8company rating

    Sutton Bank job in Attica, OH

    Responsible for leading new program implementations, as well as existing program winddowns/transitions, as assigned. This position is the primary point of contact with assigned partners and processors regarding program set-up, launch, operations, enhancements post-launch, and program winddown/transition. Qualifications: Education: Bachelor's degree or equivalent of training and experience. Experience: Two years of experience in a payments/Fintech/BaaS industry. Two years of BIN Sponsorship program implementation experience preferred. One year of project management experience preferred. Or equivalent combination of education, training and experience. Essential Functions: A: Job Specific: Serves as the team lead during the implementation of new programs and existing program winddowns/transitions. Acts as the primary liaison with assigned partners and processors regarding the program set-up, program winddowns/transitions, and applicable enhancements after launch. Responds to issues and concerns and resolves problems that may occur during the implementation, the day-to-day maintenance of the programs and program winddowns/transitions. Seeks win-win solutions with partners and handle issues in a timely manner providing a high level of customer service. Coordinates communications with assigned external and internal individuals to ensure a successful program launch or program winddown/transition is achieved. Updates partners and processors on the status of the program launch, program enhancement or program winddown/tranisition and the solutions to address issues arising during the program transition. Responsible for managing and coordinating on-going meetings/calls to ensure a high-level of open communication between all involved in the pre-launch, launch, post-launch, and winddown/transition periods. Prepares and distributes status and activity reports and schedules as needed. Documents the parameters and functional elements of new programs and enhancements. Collaborates with Risk Management and Compliance departments to ensure programs are compliant with all State and Federal regulations and measures in order to minimize the Bank's exposure to fraudulent activity. Provides direction to new partners regarding the Bank's guidelines and policies. Ensures program accuracy and compliance with all appropriate governing entity rules and regulations as shared by Stakeholder departments. Manages the project work-flow within the established timelines. Manages activities to meet deadlines. Knowledge/Skills/Abilities: The ability to communicate effectively and clearly, both in verbal and written communications. Excellent interpersonal skills. Strong knowledge of the business area that is being supported. Self-directed and motivated. The ability to manage multiple tasks. Excellent problem-solving skills. Superior analytical skills. Ability to respond to common inquiries or complaints from employees, customers, regulatory agencies, or members of the business community. Ability to effectively present information to top management and employee groups. Prior experience with Project Management tools such as Smartsheet, Asana, Monday, etc. Sutton Bank is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity, pregnancy, disability or protected veteran status.
    $50k-60k yearly est. 60d+ ago
  • Financial Wellness Associate

    Keybank 4.4company rating

    Bowling Green, OH job

    Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography-clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. Acts as a resource to identify and resolve more complex client servicing issues. Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients. Consistently attains individual activity, behavior, and outcome goals and expectations. Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs. Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines. Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence. Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings. Work on Saturdays as directed by management. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education High School Diploma GED, or equivalent business experience (required) Work Experience Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required) Experienced in cash handling. (required) General understanding of PC with Windows based applications and calculator. (required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key. (required) Licenses and Certifications Notary License within 180 Days (preferred) Skills Knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions. Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online, and Telephone Banking). Strong work ethic and high level of integrity. Excellent time management skills. Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies. Knowledge of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients. Educating clients on financial concepts, products, and services to empower them to make informed decisions. Developing trust and rapport with clients through consistent, personalized interactions and effective communication. Accurately processing cash transactions, maintaining cash drawer balance, and ensuring security and compliance in cash operations. Strong communication, trust-building, and relationship management skills to foster strong advisor-client relationships. Ability to gain market insight and spot trends to provide sound financial strategies. Core Competencies All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required. Work Location Category Office-Based COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 04/03/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $19.2-28.4 hourly Auto-Apply 3d ago
  • Branch Manager

    Keybank 4.4company rating

    Findlay, OH job

    Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their financial wellness and achieve their goals. The Branch Manager is accountable for branch operations and compliance by providing direction and guidance to branch team on operational/regulatory procedures, ensuring compliance with operational, security, audit procedures, and timely completion of branch operational tasks. The Branch Manager leads his/her team through consistent execution of the Branch Playbook to deliver on Branch Goals. The Branch Manager has a strong focus on acquiring and growing small business relationships and will serve as a market leader in the local community and/or designated business area. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially Engages in outside calling to small business clients in and around the community delivering the full depth and breadth of products and services Key offers; Develop centers of influence and networks in the community to identify prospective client referrals with a strong focus on Small Business Accountable for growing the business through retention, expansion, and acquisition tactics, and for leading Branch team to success in attaining activity, behavior, and outcome expectations as well as achieving individual expectations. Leads and develops the branch team, ensuring understanding of Key's products and services, Key's sales and service process and the competitive landscape, while instilling Key's vision and values with branch team Facilitate strong partnerships within branch team and with line of business partners, focusing on client acquisition and deepening the relationship of current clients; effectively manage internal and external COIs Responsible for managing, staffing, and scheduling all direct report work schedules within the branch, including recruiting/identifying talent, interviewing, selecting the branch team, and successfully onboarding and training new teammates - while ensuring appropriate area staffing coverage by deploying teammates to other branches as needed Deliver a consistent, disciplined coaching and performance management process by observational coaching, joint sales calls, growth and development, utilization of training tools, all leveraging our culture of reward and recognition Provide guidance and direction to branch team to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch operations tasks Work on Saturdays as directed by management. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education High School Diploma GED, or equivalent experience (required) or Bachelor's Degree (preferred) Work Experience Minium of 3 years' experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team. (required) Minium of 3 years demonstrated small business deposit/credit experience and familiarity with small business operations (required) General understanding of financial statements and concepts (required) Demonstrated understanding of consumer credit including loan to value, debt to income and credit reports (required) Demonstrated ability to leverage Centers of Influence (COIs) to further promote business (required) Demonstrated experience with influencing business partners, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals (required) Demonstrated ability to effectively communicate and possess strong public speaking skills (required) Licenses and Certifications Notary License (preferred) Skills Lead by example and ensure consistent delivery of distinctive service for all clients; Develop the skills and confidences required of a high-performing team and profitably grow the business through enduring client relationships. Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions. Leads Branch sales team with a proactive client focus with preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts. Champions and fosters a culture that embraces change and continuous improvement and aligns change initiatives with the best of present organizational values, strategic intent, and practices; keeps focus on the desired end state while acknowledging the human impact. Strong work ethic and high level of integrity. Excellent time management skills with ability to lead team through multiple priorities. Provide guidance and support to their teams; conduct regular coaching sessions and develop individual development plans. Building and maintaining strong connections and interactions with clients, partners, and other stakeholders to acquire new clients, retain existing ones, and foster trust and loyalty. Leading, developing, and supporting teammates through recruiting, training, performance management, and creating a positive work environment to ensure team alignment with the bank's goals. Identifying and pursuing opportunities to grow the bank's sales by researching market trends, developing sales strategies, and implementing initiatives to attract new clients and expand existing relationships. Implementing strategies and actions to grow the bank's market presence and client base by identifying new markets, developing new products or services, and expanding existing ones. Collaborating with other businesses or organizations to achieve mutual goals by identifying potential partners, negotiating agreements, and managing ongoing relationships. Managing the day-to-day activities required to run a bank branch efficiently, including overseeing transactions, ensuring compliance with regulations, maintaining security measures, and keeping accurate records. Branch managers often need to make important decisions regarding client complaints, teammate conflicts, and business operations Identifying and assessing potential risks in projects or tasks is crucial, especially when overseeing large sums of money Strong leadership skills are essential for motivating and guiding teammates effectively The ability to encourage and inspire the team to achieve company goals and improve productivity Managing budgets, analyzing performance, and making informed decisions based on financial data Tackling unexpected challenges and improving branch operations Setting long-term goals and identifying opportunities for growth Core Competencies All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. Physical Demands Consumer Retail Management - Ability to communicate face to face and on the phone with clients, frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Travel Occasional travel to include overnight stay. Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Work Location Category Office-Based COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $69,000.00 - $105,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 04/03/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $69k-105k yearly Auto-Apply 3d ago
  • Private Client Advisor

    Keybank 4.4company rating

    Toledo, OH job

    The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. Essential Functions Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million. Host holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly. Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff. Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB's of the Consumer Bank, where appropriate. Be an active member and participant of the Branch team. Engage in person licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base. Coordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education High School Diploma or equivalent experience (required) or Bachelor's Degree (preferred) Licenses and Certifications FINRA Security Industry Essentials (SIE) Upon Hire (required) FINRA License S7 Upon Hire (required) FINRA License S66 or S63 and 65 Upon Hire (required) Certified Financial Planner (CFP) (preferred) Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required) In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure to obtain licenses timely may result in termination of employment. () Skills Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space. Demonstrated ability to sell products and services to investment clients; evidence of strong sales results. Strong client centric focus. Proven ability to work as a collaborative team member. Ability to use standard office equipment, proprietary financial services systems. Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel Occasional travel to include overnight stay. Driving Requirements May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required. COMPENSATION AND BENEFITS This position is eligible to earn commission and deferred incentive compensation. This is an evergreen posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings. While there may not be an immediate vacancy, your application may be considered for upcoming opportunities aligned with this position. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $55k-79k yearly est. Auto-Apply 60d+ ago
  • Card Network Operations Support

    Sutton Bank 3.8company rating

    Sutton Bank job in Attica, OH

    Responsible for supporting the Card Network Operations Specialists related to the various Card Networks requirements and other administrative duties. Qualifications: Education: Associates degree in business or related field, Bachelor's degree preferred. Experience: One to two years of demonstrated experience in an office setting. Card Network related experience preferred. Or equivalent combination of education and experience. Essential Functions: A: Job Specific: Coordinates compromised card reporting and sends to Program Managers. Maintains updated and current listing of all Sutton Bank BINs. Reviews and approves card art. Submits and tracks card art and other required documents to the Card Networks. Maintains and audits contact information within Card Network portals. Maintains customer service Smartsheet information. Registers Service Providers / Third Party Agents per Card Network requirements. Maintains / Updates internal listing of Service Providers / Third Party Agents. Submits all co-branders to the Card Networks for approval. Knowledge/Skills/Abilities: The ability to communicate effectively and clearly, both in verbal and written communications. Excellent interpersonal skills. Self-directed and motivated. The ability to manage multiple tasks, working in a fast-paced environment, meeting established deadlines. Excellent problem-solving skills. Strong project & process management skills. A high degree of accuracy; detail-oriented. Comfortable learning and navigating multiple online portals and platforms. Sutton Bank is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability, pregnancy or protected veteran status.
    $42k-58k yearly est. 24d ago
  • Customer Service Representative

    Mechanics Bank-Ohio 4.2company rating

    Ontario, OH job

    Consistently practices and demonstrates a spirit of helpfulness in servicing the banking needs of our customers. Processes banking transactions in an efficient and professional manner, making every effort to exceed customer expectations and strengthen client relationships. ESSENTIAL FUNCTIONS Reasonable Accommodations Statement To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Essential Functions Statement(s) Demonstrates excellent customer service and professionalism at all times with both internal and external customers. Services customers at the window by receiving funds; processing transactions via the computer terminal and paying out funds as required. Sells money orders, cashier's checks, and traveler's checks; accepts stop payment orders. Follows bank security and operational procedures. Clearly communicates policies and product information to customers. Balances daily transactions; verifies cash totals and handles other various duties behind the teller line. Completes additional work responsibilities (e.g., ATM balancing, vault duties, supervisory override authority, etc.) as assigned by the Branch Manager. POSITION QUALIFICATIONS Competency Statement(s) Accuracy - Ability to perform work accurately and thoroughly. Adaptability - Ability to adapt to change in the workplace. Customer Oriented - Ability to take care of the customers' needs while following company procedures. Communication, Written - Ability to communicate in writing clearly and concisely. Communication, Oral - Ability to communicate effectively with others using the spoken word. Working Under Pressure - Ability to complete assigned tasks under stressful situations. Detail Oriented - Ability to pay attention to the minute details of a project or task. Organized - Possessing the trait of being organized or following a systematic method of performing a task. Teamwork - Ability to working collaboratively with a group of people in order to achieve a common goal. Coachable - Open to feedback, accepts personal responsibility for continuous improvement. Stability - Maintains an even temperament, and consistently functions as a positive role model.
    $30k-34k yearly est. 13d ago
  • Operations Specialist

    Sutton Bank 3.8company rating

    Sutton Bank job in Attica, OH

    Responsible for assisting with the accounting and deposit operation functions for the Bank. Under general supervision, performs a variety of accounting and operational duties, including posting of Payments Division transactions, according to existing procedures, methods, and systems. Responsible for administering the visa credit and debit programs by performing account maintenance and other assorted functions. Assists customers with issues resulting from bank cards, return checks and ATM adjustments. Qualifications: Education: Associate's degree in accounting or related field. Licenses/Certifications: None. Experience: Two years of related experience and/or training. Or equivalent combination of education and experience. Essential Functions: A: Job Specific: Posts prepaid and other payments group transactions as assigned by the Accounting Operations Manager. Must meet established transaction processing deadlines. Performs checks/reviews on TMS posting(s) and Access Manager Upload daily for accuracy and completeness. Maintains MACRO Excel files for Payments Partners for accurate posting to Sutton DDAs. Records daily drawdowns received from payments networks. Access Manager and TMS posting(s). Reviews all Stop payments- verifies that we have the signed form and/or verifies if completed through online access. Performs ATM adjustments correcting customer deposits that contains errors. Verifies account and adjusts with either a credit or a debit to offset the amount of the actual deposit. Reviews transactions the following day to ensure accuracy. Oversees that the Velocity daily overdraft program procedures are completed and that notices are ran and mailed to the customer. Responsible for administering the Visa Credit Card Program. Performs status updates on accounts when necessary, process credit card applications, administer cards. Administer the EZBusiness program (the online access for our business credit card program). Oversees the Debit Card Program. Reviews report for monthly reissues for debit card. Performs quarterly reviews of the Shazam report(s) in order to delete closed cards. Reviews report for monthly reissues for debit card. Processes debit card dispute forms from Shazam. Reviews customer disputes with vendors relating to charge-backs, issue provisional credit when necessary and record dispute to identify trends. Works with the branches to close over-drawn accounts. Reviews closed account forms initiated by branch personnel to ensure changes have been recorded per the customer's request. Verifies accuracy and completeness. Confirms applicable accounts/cards have been closed. Reviews Director looking for the various forms to ensure change was approved by customer (i.e. ATM Debit Cards, Dormant Forms, Closed Forms, Stop Payments). Reviews Exception Reporting in Director and communicates to branches any necessary updates/maintenance to accounts (i.e. minor accounts, auto payments, etc.). Reviews FIS OSAB reporting to monitor for change of addresses and additional card issue and/or reissues. Processes Scan/Index; awaiting indexing item in Director. Finalizes indexing dispute forms and order/maintenance debit cards as needed. Logs into Discover Card site, pull down prior day reporting and create the Wire Form to send funds. Submits form to ACH/Wire Department. Knowledge/Skills/Abilities: The ability to communicate effectively and clearly, both in verbal and written communications. Excellent interpersonal skills. Strong knowledge of the business area that is being supported. Self-directed and motivated. The ability to manage multiple tasks. Excellent problem-solving skills. Ability to calculate figures as it relates to accounting processes. Sutton Bank is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability or protected veteran status.
    $49k-60k yearly est. 60d+ ago
  • Business Development Officer

    Sutton Bank 3.8company rating

    Sutton Bank job in Mansfield, OH

    Responsible for servicing current business customers in the areas of deposits, merchant services, remote deposit capture, and cash management. Focuses on customer retention by resolving problems quickly, displaying a courteous and helpful demeanor and identifying needs. Is knowledgeable of the businesses' within the market. Conducts outbound calling efforts and identifies sales opportunities through the acquisition of new customers and deepening current relationships through cross sells. Travels throughout the branch network consulting with current and targeted customers in regards to their business banking needs. Qualifications: Education: Bachelor's degree. Or equivalent combination of education and experience. Licenses/Certifications: ACH accreditation and a valid Ohio's drivers license. Experience: Five years of related banking and/or sales experience and/or training. Essential Functions: A: Job Specific: Prospects markets for potential businesses in need of depository services. Profiles customers and recommends appropriate products. Meets sales quotas as assigned. Cross sells deposit products to commercial loan customers and consumers. Develops cash management standards for businesses to include: ACH, remote deposit capture, on-line banking, account maintenance and automated payment processing methods. Maintains relationships with current customers via phone and/or personal visits. Develops working relationship, identify needs and recommends solutions. Resolves customer issues, educates and answers questions pertaining to services and products. Responsible for acquiring new customers and maintaining retention standards. Ensures documentation, forms and correspondence are complete, accurate and submitted in a timely fashion. Completes due diligence assessments for remote deposit capture. Represents Sutton Bank at business functions and meetings. Serves as a resource for branches and loan personnel. Refers business to these partners. Meets and/or exceeds the personal and team sales goals through effective outbound calling efforts while achieving minimum standard requirements i.e. productivity, compliance, courtesy and working knowledge of products. Meets specific number of appointments set. Maintains specific percentage of appointments which result in a meeting between the Business Banking Officer and the customer. Responsible for acquiring new clients through referrals and by calling on "targeted" prospects and referral sources. Knowledge/Skills/Abilities: The ability to communicate effectively and clearly, both in verbal and written communications. Excellent interpersonal skills. Strong knowledge of the business area that is being supported. Self-directed and motivated. The ability to manage multiple tasks. Excellent problem-solving skills. Ability to calculate figures as it relates to accounting processes. Sutton Bank is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability, pregnancy or protected veteran status.
    $82k-102k yearly est. 60d+ ago
  • System Engineer

    Sutton Bank 3.8company rating

    Sutton Bank job in Attica, OH

    Responsible for managing and monitoring all installed systems and infrastructure. Installing, configuring, maintaining and updating operating systems, application software and system management tools. Ensuring the highest levels of systems and infrastructure availability. Responsible for administrative support and implementation of IT projects, to include but not limited to, collaboration and implementation for software and service solutions, upgrades and migrations. Qualifications: Education: Associate's Degree in Computer Science. Licenses/Certifications: Valid Ohio's Driver's License. Experience: Two years of on-premise server and/or network administration experience. Scripting and/or programming a plus. Or equivalent combination of education and experience. Essential Functions: A: Job Specific: Provides exceptional customer service by working directly with end users to resolve issues pertaining to hardware, software, systems and interfaces, including telephones and mobile devices. Collaborates with other IT Staff on project administration, audit finding resolution, problem solving, and identification of technology solutions and proper implementation of tools and services within the IT department. Participates in planning and design for IT hardware and software implementation. Maintains proper documentation for project, change request, and ticket status and progress, risk assessments, security and hardening, and problem resolution (knowledge-base). Assists with the administration of user access and system authentication - including new, change, and deletion of credentials and permissions. Assists with the administration of ongoing physical and cyber security initiatives including testing, training, and reporting - working with the Information Security team to resolve vulnerabilities and enhancements to the bank cyber-footprint. Provides system analysis, process coordination, data review, validation, and integrity for Payments division technology initiatives. Work with internal associates to resolve or refine complex file and reconciliation issues. Writes and modifies batch files, scripts, and tasks and implement within schedulers to facilitate efficient and timely movement of data within and through the network. Analyzes daily reports and reviews system monitoring and logs to identify exceptions and provide documentation and escalation as needed. Diagnoses problems and coordinates repair and replacement of computer equipment including servers, desktops, and peripherals - both network-attached and wirelessly connected. Assists with the administration of the IT ticket system. Travels within the branch network to provide IT support, delivery and setup of new and replacement equipment, vendor support, and ongoing security review and evaluation. Assists with the education and training of users for new and changed systems, software, or procedures - including the development of educational and reference material. Knowledge/Skills/Abilities: The ability to communicate effectively and clearly, both in verbal and written communications. Excellent interpersonal skills. Strong knowledge of the business area that is being supported. Self-directed and motivated. The ability to manage multiple tasks. Excellent problem-solving skills. Technical writing. Ability to work with mathematical concepts such as probability, statistical reference, fundamentals of plan and solid geometry and trigonometry. Ability to apply mathematical concepts to practical situations. Ability to read, analyze and comprehend general business periodicals, professional journals, technical procedures, audit reports, or governmental regulations. Ability to respond to common inquiries or complaints from employees, vendors and management staff. Ability to effectively present information to individuals one-on-one or a small group setting. Ability to articulate technical concepts to end-users. Ability to write user guides/manuals. Sutton Bank is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability or protected veteran status.
    $90k-108k yearly est. 60d+ ago
  • Private Client Banker

    Keybank 4.4company rating

    Mansfield, OH job

    Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Responsibilities Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products Consistently attains individual activity, behavior, and outcome expectations. Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts. Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.). Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. Support of branch operations including assisting with client transactions on the Teller line as needed. Participate in and occasionally facilitate morning huddles and end of day debriefs Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications High School Diploma, GED, or equivalent experience (required) or Bachelor's Degree (preferred) Experience Qualifications Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required) Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required) Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred) Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required) Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Licenses and Certifications FINRA License S6 Upon Hire (required) FINRA License S63 Upon Hire (required) FINRA Security Industry Essentials (SIE) Upon Hire (required) Life and Health Insurance Licenses Upon Hire (required) Tactical Skills Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts Strong work ethic and high level of integrity Excellent Time management skills Personal Skills Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity Practical Skills Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. #LI-CF1 COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $24.52 - $37.50 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. This is an evergreen posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings. While there may not be an immediate vacancy, your application may be considered for upcoming opportunities aligned with this position. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $24.5-37.5 hourly Auto-Apply 60d+ ago
  • Key Private Bank Relationship Manager

    Keybank 4.4company rating

    Toledo, OH job

    Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Responsibilities Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship. Develops a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client's goals in a financial plan. Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact. Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth. Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources. Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community. Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications Bachelor's degree in business related field or equivalent work experience (required) Experience Qualifications 5 years of demonstrated sales and business development experience with proven results (required) Licenses and Certifications FINRA Series 7 and 66 (or 63 & 65) (preferred) Certified Financial Planner (CFP) (preferred) Certified Investment Management Analyst (CIMA) (preferred) Certified Public Accountant (CPA) (preferred) Chartered Financial Analyst (CFA) (preferred) Certified Wealth Strategist (preferred) Licensed Attorney/JD (varies by state) (preferred) Tactical Skills Ability to build trust by taking a client centric approach Demonstrated strong or advanced knowledge of Investments, Trust and Credit; ability to consult and prioritize client needs Demonstrated in depth knowledge of financial products and banking regulations Demonstrated strong client advisory skills Demonstrated experience with and broad understanding of personal and commercial financial statements Proven experience with and comprehensive understanding of consumer and commercial lending Excellent verbal and written communication skills Proficient in personal computer applications to drive results Personal Skills Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity Empathy: Leverages active listening skills to understand others' thoughts and emotions and evaluates everybody's side of a disagreement before making decisions; imagines self in other's place and appreciates diverging viewpoints Influence: Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence Persuasion: Provides persuasive messages using well-reasoned arguments to address audience concerns or reactions; explains others' viewpoints and asks questions to ensure mutual understanding Resilience: The ability to remain unaffected by the moods and behaviors of others, while remaining empathetic, and demonstrate a strong sense of belief in one's own abilities Practical Skills Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel Occasional travel to include overnight stay. Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Job Posting Expiration Date: 07/02/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $62k-91k yearly est. Auto-Apply 60d+ ago
  • Teller I (PART TIME)

    Sutton Bank 3.8company rating

    Sutton Bank job in Willard, OH

    Summary: (Willard and Attica) This position is the first point of contact for most customer interactions that occur within the branch. Responsible for working as a member of a cohesive team to process a variety of transactions to include, but not be limited to: deposits, withdrawals and payments. Responsible for cash assigned, balancing standards and maintaining the integrity of the teller line. Qualifications: Education: High school diploma or general education (GED). Licenses/Certifications: None. Experience: One year of related experience and/or training preferred. General PC knowledge. Prior cash handling experience preferred. Previous sales experience preferred. Or equivalent combination of education and experience. Essential Functions: A: Job Specific: Greets customers, identifies their business needs, completes requests and answers questions. Researches customers issues and corrects discrepancies. Accepts and processes cash item deposits, savings deposits, withdrawals and cashes checks. Processes loan, credit card and utility payments. Redeems savings bonds. Reconciles night deposits and mailed-in transactions. Follows all cash handling procedures to ensure proper balancing and all money is properly secured and accounted for. Completes and processes holds/CTR's as required. Ensures that all safety and security measures are being maintained at all times. Follows proper dual control measures when required. Completes logs and assist with audits. Maintains the security of personal keys and assigned codes. Maintains assigned cash levels. Balances drawer. Researches any over and short issues. Sells gift cards and other bank services. Identifies opportunities to cross sell and/or makes referrals as appropriate. Utilizes back office capture to send transactions to corporate. Reconciles any balancing issues. Knowledge/Skills/Abilities: The ability to communicate effectively and clearly, both in verbal and written communications. Excellent interpersonal skills. Strong knowledge of the business area that is being supported. Self-directed and motivated. The ability to manage multiple tasks. Ability to add, subtract, multiply, and divide all units of measure, using whole numbers, common fractions, and decimals. Provide exceptional customer service with each interaction. Exercise good judgment when performing job functions to safeguard the assets of the bank and the customer. Sutton Bank is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability, pregnancy or protected veteran status.
    $30k-34k yearly est. 60d+ ago
  • Senior Credit Analyst

    Sutton Bank 3.8company rating

    Sutton Bank job in Tiffin, OH

    Responsible for analyzing for new borrowers and complex credits. Analyzes commercial loan requests to determine credit risk involved in extending credit. Reviews Loan Policy when creating loan write-up to define current and future credit performance. Assists loan officers in determining the proper credit structure and terms for potential/current borrower(s) to meet ROE thresholds of the Bank. Identifies loans that meet the standards as defined by the Bank and/or governmental programs. Ensures loan is in within the Bank's legal lending limit, and adhere to Bank policy and regulatory guidelines. Oversees the Bank's commercial appraisal and mortgage (secondary market) QC Program. Qualifications: Education: Bachelor's Degree in business, finance, accounting or other related field. Licenses/Certifications: None. Experience: Five years of commercial, consumer and/or mortgage analysis experience. Or equivalent combination of education and experience. Essential Functions: A: Job Specific: · Analyzes loan packet for new borrowers and complex credits to determine risk and prepare an objective written credit analysis. Reviews financial statements, debt service, cash flow, balance sheets, tax returns, collateral, covenants, A/P & A/R aging, credit reports, payment history, industry trends, economic conditions and appraisal information to determine credit worthiness. Investigates variances in customer data. Assigns loan grade upon completion of analysis. · Demonstrates expertise in proper loan structuring; legal and documentation issues; industry considerations that affect specific borrower types; credit policy and procedures and their impact on the transaction; and underwriting requirements specific to the Loan Policy. · Gathers information from Dun & Bradstreet and credit bureau reports to assess the borrower's credit standing, and independently researches and gathers industry data from multiple sources as applicable to understand the nature of the credit. · Stress tests financial covenants and projections. · Accompanies account officers on customer calls, particularly on larger or more complex credit requests to offer analytical support. · Upon completion of analysis, presents potential problematic issues to management to determine if credit is worth pursuing or identify other information needed to determine credit worthiness. Works with lenders to collect missing data for a thorough, objective analysis to be completed. · Reviews pricing sheet to determine the revenue generated by each loan. Reviews proposed loan pricing to ensure the Bank's profitability threshold is met. · Reviews appraisals prior to loan closing on commercial loans in excess of $250K to identify and resolve any discrepancies that may impact loan to value ratios and impact the Bank's risk. · Prepares loan presentations for committee review. Analyzes financial information to determine credit worthiness. · Utilizes available bank software to analyze business financials. Trains other users as needed. · Provides advice and guidance to other Commercial Credit Analysts. · Maintains data base for portfolio risk management. Records loan factors such as cash flow, grades, collateral, etc. Reports trends to executive management. · Maintains OREO activity records. · Manages the Junior and Analyst I's, working with the Human Resources department to identify employee training needs and performance issues. Knowledge/Skills/Abilities: · The ability to communicate effectively and clearly, both in verbal and written communications, as well as, present information to groups of managers, employees, customers. · Excellent interpersonal skills. · Strong knowledge of the business area(s) that are being supported. · The ability to manage multiple tasks. · Excellent problem-solving skills. · Technical writing, to include reports, and procedures. · Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Ability to compute rate, ratio, and percent and to draw and interpret graphs. · Ability to define problems, collect data, establish facts and draw valid conclusions. Ability to solve problems and deal with a variety of concrete variables in situations where only limed standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. · The ability to read, analyze and interpret financial statements, government regulations, professional journals, etc. Sutton Bank is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability, pregnancy or protected veteran status.
    $75k-95k yearly est. 60d+ ago
  • Card Network Operations Support

    Sutton Bank 3.8company rating

    Sutton Bank job in Attica, OH

    Job Description Responsible for supporting the Card Network Operations Specialists related to the various Card Networks requirements and other administrative duties. Qualifications: Education: Associates degree in business or related field, Bachelor's degree preferred. Experience: One to two years of demonstrated experience in an office setting. Card Network related experience preferred. Or equivalent combination of education and experience. Essential Functions: A: Job Specific: Coordinates compromised card reporting and sends to Program Managers. Maintains updated and current listing of all Sutton Bank BINs. Reviews and approves card art. Submits and tracks card art and other required documents to the Card Networks. Maintains and audits contact information within Card Network portals. Maintains customer service Smartsheet information. Registers Service Providers / Third Party Agents per Card Network requirements. Maintains / Updates internal listing of Service Providers / Third Party Agents. Submits all co-branders to the Card Networks for approval. Knowledge/Skills/Abilities: The ability to communicate effectively and clearly, both in verbal and written communications. Excellent interpersonal skills. Self-directed and motivated. The ability to manage multiple tasks, working in a fast-paced environment, meeting established deadlines. Excellent problem-solving skills. Strong project & process management skills. A high degree of accuracy; detail-oriented. Comfortable learning and navigating multiple online portals and platforms. Sutton Bank is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability, pregnancy or protected veteran status. Job Posted by ApplicantPro
    $42k-58k yearly est. 26d ago
  • Operations Specialist

    Sutton Bank 3.8company rating

    Sutton Bank job in Attica, OH

    Job Description Responsible for assisting with the accounting and deposit operation functions for the Bank. Under general supervision, performs a variety of accounting and operational duties, including posting of Payments Division transactions, according to existing procedures, methods, and systems. Responsible for administering the visa credit and debit programs by performing account maintenance and other assorted functions. Assists customers with issues resulting from bank cards, return checks and ATM adjustments. Qualifications: Education: Associate's degree in accounting or related field. Licenses/Certifications: None. Experience: Two years of related experience and/or training. Or equivalent combination of education and experience. Essential Functions: A: Job Specific: Posts prepaid and other payments group transactions as assigned by the Accounting Operations Manager. Must meet established transaction processing deadlines. Performs checks/reviews on TMS posting(s) and Access Manager Upload daily for accuracy and completeness. Maintains MACRO Excel files for Payments Partners for accurate posting to Sutton DDAs. Records daily drawdowns received from payments networks. Access Manager and TMS posting(s). Reviews all Stop payments- verifies that we have the signed form and/or verifies if completed through online access. Performs ATM adjustments correcting customer deposits that contains errors. Verifies account and adjusts with either a credit or a debit to offset the amount of the actual deposit. Reviews transactions the following day to ensure accuracy. Oversees that the Velocity daily overdraft program procedures are completed and that notices are ran and mailed to the customer. Responsible for administering the Visa Credit Card Program. Performs status updates on accounts when necessary, process credit card applications, administer cards. Administer the EZBusiness program (the online access for our business credit card program). Oversees the Debit Card Program. Reviews report for monthly reissues for debit card. Performs quarterly reviews of the Shazam report(s) in order to delete closed cards. Reviews report for monthly reissues for debit card. Processes debit card dispute forms from Shazam. Reviews customer disputes with vendors relating to charge-backs, issue provisional credit when necessary and record dispute to identify trends. Works with the branches to close over-drawn accounts. Reviews closed account forms initiated by branch personnel to ensure changes have been recorded per the customer's request. Verifies accuracy and completeness. Confirms applicable accounts/cards have been closed. Reviews Director looking for the various forms to ensure change was approved by customer (i.e. ATM Debit Cards, Dormant Forms, Closed Forms, Stop Payments). Reviews Exception Reporting in Director and communicates to branches any necessary updates/maintenance to accounts (i.e. minor accounts, auto payments, etc.). Reviews FIS OSAB reporting to monitor for change of addresses and additional card issue and/or reissues. Processes Scan/Index; awaiting indexing item in Director. Finalizes indexing dispute forms and order/maintenance debit cards as needed. Logs into Discover Card site, pull down prior day reporting and create the Wire Form to send funds. Submits form to ACH/Wire Department. Knowledge/Skills/Abilities: The ability to communicate effectively and clearly, both in verbal and written communications. Excellent interpersonal skills. Strong knowledge of the business area that is being supported. Self-directed and motivated. The ability to manage multiple tasks. Excellent problem-solving skills. Ability to calculate figures as it relates to accounting processes. Sutton Bank is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability or protected veteran status. Job Posted by ApplicantPro
    $49k-60k yearly est. 11d ago
  • System Engineer

    Sutton Bank 3.8company rating

    Sutton Bank job in Attica, OH

    Job Description Responsible for managing and monitoring all installed systems and infrastructure. Installing, configuring, maintaining and updating operating systems, application software and system management tools. Ensuring the highest levels of systems and infrastructure availability. Responsible for administrative support and implementation of IT projects, to include but not limited to, collaboration and implementation for software and service solutions, upgrades and migrations. Qualifications: Education: Associate's Degree in Computer Science. Licenses/Certifications: Valid Ohio's Driver's License. Experience: Two years of on-premise server and/or network administration experience. Scripting and/or programming a plus. Or equivalent combination of education and experience. Essential Functions: A: Job Specific: Provides exceptional customer service by working directly with end users to resolve issues pertaining to hardware, software, systems and interfaces, including telephones and mobile devices. Collaborates with other IT Staff on project administration, audit finding resolution, problem solving, and identification of technology solutions and proper implementation of tools and services within the IT department. Participates in planning and design for IT hardware and software implementation. Maintains proper documentation for project, change request, and ticket status and progress, risk assessments, security and hardening, and problem resolution (knowledge-base). Assists with the administration of user access and system authentication - including new, change, and deletion of credentials and permissions. Assists with the administration of ongoing physical and cyber security initiatives including testing, training, and reporting - working with the Information Security team to resolve vulnerabilities and enhancements to the bank cyber-footprint. Provides system analysis, process coordination, data review, validation, and integrity for Payments division technology initiatives. Work with internal associates to resolve or refine complex file and reconciliation issues. Writes and modifies batch files, scripts, and tasks and implement within schedulers to facilitate efficient and timely movement of data within and through the network. Analyzes daily reports and reviews system monitoring and logs to identify exceptions and provide documentation and escalation as needed. Diagnoses problems and coordinates repair and replacement of computer equipment including servers, desktops, and peripherals - both network-attached and wirelessly connected. Assists with the administration of the IT ticket system. Travels within the branch network to provide IT support, delivery and setup of new and replacement equipment, vendor support, and ongoing security review and evaluation. Assists with the education and training of users for new and changed systems, software, or procedures - including the development of educational and reference material. Knowledge/Skills/Abilities: The ability to communicate effectively and clearly, both in verbal and written communications. Excellent interpersonal skills. Strong knowledge of the business area that is being supported. Self-directed and motivated. The ability to manage multiple tasks. Excellent problem-solving skills. Technical writing. Ability to work with mathematical concepts such as probability, statistical reference, fundamentals of plan and solid geometry and trigonometry. Ability to apply mathematical concepts to practical situations. Ability to read, analyze and comprehend general business periodicals, professional journals, technical procedures, audit reports, or governmental regulations. Ability to respond to common inquiries or complaints from employees, vendors and management staff. Ability to effectively present information to individuals one-on-one or a small group setting. Ability to articulate technical concepts to end-users. Ability to write user guides/manuals. Sutton Bank is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability or protected veteran status. Job Posted by ApplicantPro
    $90k-108k yearly est. 25d ago

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