JobID: 210688163 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $68,400.00-$109,000.00 Join a dynamic team driving impactful change in equipment finance operations. Be part of a group that values innovation and collaboration. Apply today to help shape the future of our business!
Job Summary
As an Equipment Finance Loan Origination Analyst in Equipment Finance Onboarding, you guide and support a production team to deliver an exceptional customer experience. You partner with leadership to implement transformation initiatives and serve as an escalation point for contract data setup and booking processes. You reinforce priorities that support the Equipment Finance strategic plan and adapt responsibilities as business needs evolve.
Job Responsibilities
* Serve as point of contact for segments and roles served, managing pipeline priorities
* Address transaction processing escalations and participate in deal team meetings
* Resolve quality control escalations and partner with the quality control team to recalibrate onboarding processes
* Foster partnerships across onboarding sites, operations, sales, bankers, legal, asset team, structuring, and underwriting officers to manage workflow and SLA adherence
* Promote a culture of continuous improvement, encouraging new ideas and empowering the team
* Develop, draft, and maintain job aides throughout onboarding transformation
* Identify and implement training opportunities based on data quality and accuracy, guiding according to policies and procedures
Required Qualifications, Capabilities, and Skills
* 4 years of experience in equipment finance, loan origination, or related operations
* Demonstrated ability to lead and guide teams in a fast-paced environment
* Strong communication and partnership skills across multiple business functions
* Experience resolving escalations and managing priorities
* Proven ability to drive process improvements and transformation initiatives
* Proficiency in workflow management and adherence to service level agreements
* Ability to develop training materials and job aides
* Attention to detail and commitment to data quality
* Flexibility to adapt responsibilities as business needs change
* Experience working with cross-functional teams
* Willingness to become a subject matter expert in equipment finance products
Preferred Qualifications, Capabilities, and Skills
* Experience with syndicated and bilateral leases and loans
* Background in commercial or private banking operations
* Knowledge of asset types such as aircraft, marine, and rail
* Experience with global operations teams
* Familiarity with structuring and underwriting processes
* Advanced problem-solving and analytical skills
* Experience implementing transformation initiatives in financial services
$68.4k-109k yearly Auto-Apply 30d ago
Looking for a job?
Let Zippia find it for you.
Strategic Analytics - Associate
Jpmorgan Chase 4.8
Columbus, OH jobs
As a Strategic Analytics - Associate in Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
The Strategic Analytics - Associate will support the Risk team for the Auto Finance portfolio by conducting data-driven analyses, developing actionable insights, and collaborating with cross-functional partners to optimize loss assessments. This role offers the opportunity to work in a dynamic environment, present findings to senior management, and contribute to key business initiatives across Chase Auto.
Job responsibilities:
+ Complete analytical tasks independently and as part of a team, including problem identification, objective setting, data discovery, analysis of large datasets, and synthesis of findings into actionable recommendations and presentations.
+ Partner with the Acquisition Risk Criteria team to analyze the relationship between credit performance and policy, supporting the optimization of acquisition strategies.
+ Build strong relationships with Business Operations, Finance, Product/Pricing, Collections, and IT teams to implement loss assessment changes.
+ Maintain and update industry and competitor insights to assess portfolio positioning and identify opportunities for optimization.
+ Support senior management with ad hoc requests, such as preparing talking points for investor meetings and presentations.
+ Serve as a subject matter expert on credit losses for business initiatives across Chase Auto.
Required qualifications, capabilities, and skills:
+ BA/BS in Finance, Economics, Statistics, or a related field; 2+ years of relevant experience.
+ Strong quantitative and analytical problem-solving skills.
+ Experience with statistical analysis and data mining using SAS, SQL, or Python.
+ Effective written and verbal communication skills, with the ability to present analysis and results.
+ Ability to understand complex concepts and clearly articulate recommendations in a fast-paced environment.
+ Demonstrated work ethic and intellectual curiosity.
+ Proactive and results-driven.
+ Willingness to ask challenging questions and challenge the status quo.
+ Confident presence; comfortable interacting with and presenting to all levels of management.
+ Proficiency in Microsoft Office applications.
Preferred qualifications, capabilities, and skills:
+ Professional designation or advanced degree preferred.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$65k-97k yearly est. 34d ago
Strategic Analytics - Associate
Jpmorganchase 4.8
Columbus, OH jobs
As a Strategic Analytics - Associate in Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
The Strategic Analytics - Associate will support the Risk team for the Auto Finance portfolio by conducting data-driven analyses, developing actionable insights, and collaborating with cross-functional partners to optimize loss assessments. This role offers the opportunity to work in a dynamic environment, present findings to senior management, and contribute to key business initiatives across Chase Auto.
Job responsibilities:
Complete analytical tasks independently and as part of a team, including problem identification, objective setting, data discovery, analysis of large datasets, and synthesis of findings into actionable recommendations and presentations.
Partner with the Acquisition Risk Criteria team to analyze the relationship between credit performance and policy, supporting the optimization of acquisition strategies.
Build strong relationships with Business Operations, Finance, Product/Pricing, Collections, and IT teams to implement loss assessment changes.
Maintain and update industry and competitor insights to assess portfolio positioning and identify opportunities for optimization.
Support senior management with ad hoc requests, such as preparing talking points for investor meetings and presentations.
Serve as a subject matter expert on credit losses for business initiatives across Chase Auto.
Required qualifications, capabilities, and skills:
BA/BS in Finance, Economics, Statistics, or a related field; 2+ years of relevant experience.
Strong quantitative and analytical problem-solving skills.
Experience with statistical analysis and data mining using SAS, SQL, or Python.
Effective written and verbal communication skills, with the ability to present analysis and results.
Ability to understand complex concepts and clearly articulate recommendations in a fast-paced environment.
Demonstrated work ethic and intellectual curiosity.
Proactive and results-driven.
Willingness to ask challenging questions and challenge the status quo.
Confident presence; comfortable interacting with and presenting to all levels of management.
Proficiency in Microsoft Office applications.
Preferred qualifications, capabilities, and skills:
Professional designation or advanced degree preferred.
$65k-97k yearly est. Auto-Apply 35d ago
Strategic Analytics - Associate
Jpmorgan Chase & Co 4.8
Columbus, OH jobs
JobID: 210687961 JobSchedule: Full time JobShift: : As a Strategic Analytics - Associate in Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
The Strategic Analytics - Associate will support the Risk team for the Auto Finance portfolio by conducting data-driven analyses, developing actionable insights, and collaborating with cross-functional partners to optimize loss assessments. This role offers the opportunity to work in a dynamic environment, present findings to senior management, and contribute to key business initiatives across Chase Auto.
Job responsibilities:
* Complete analytical tasks independently and as part of a team, including problem identification, objective setting, data discovery, analysis of large datasets, and synthesis of findings into actionable recommendations and presentations.
* Partner with the Acquisition Risk Criteria team to analyze the relationship between credit performance and policy, supporting the optimization of acquisition strategies.
* Build strong relationships with Business Operations, Finance, Product/Pricing, Collections, and IT teams to implement loss assessment changes.
* Maintain and update industry and competitor insights to assess portfolio positioning and identify opportunities for optimization.
* Support senior management with ad hoc requests, such as preparing talking points for investor meetings and presentations.
* Serve as a subject matter expert on credit losses for business initiatives across Chase Auto.
Required qualifications, capabilities, and skills:
* BA/BS in Finance, Economics, Statistics, or a related field; 2+ years of relevant experience.
* Strong quantitative and analytical problem-solving skills.
* Experience with statistical analysis and data mining using SAS, SQL, or Python.
* Effective written and verbal communication skills, with the ability to present analysis and results.
* Ability to understand complex concepts and clearly articulate recommendations in a fast-paced environment.
* Demonstrated work ethic and intellectual curiosity.
* Proactive and results-driven.
* Willingness to ask challenging questions and challenge the status quo.
* Confident presence; comfortable interacting with and presenting to all levels of management.
* Proficiency in Microsoft Office applications.
Preferred qualifications, capabilities, and skills:
* Professional designation or advanced degree preferred.
JobID: 210691366 JobSchedule: Full time JobShift: : Ready to transform data into impactful insights? Join us as a Quantitative Analytics Associate and make your mark with our dynamic team! Dive into data analysis, support diverse Lines of Businesses such as Auto Finance and Business Banking and drive strategic decision while advancing your career. With highly supportive leadership and programs to foster growth and career mobility, your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential.
As a Quantitative Analytics Associate- Remediations & Corrections in Regulatory Operations, you will be crucial in identifying, classifying, and resolving customer impacts stemming from business process or operational disruptions at JPMorganChase. You will address affected customers by recalculating and crediting finance charges, fees, and processing account adjustments to rectify account issues and to succeed, you must be highly motivated, analytical, detail-oriented, and an outstanding problem solver who takes pride in managing customer issues comprehensively and delivering exceptional service.
Job responsibilities
* Collaborate with key stakeholders across the firm to understand case contexts and translate high-level requirements into detailed analytic steps.
* Query databases and manipulate data to identify correction populations, analyze financials, and create execution files using account, customer, and transaction-level data.
* Ensure accuracy in analytics by maintaining attention to detail and supporting the independent validation team with case requirements and code review.
* Automate repetitive analytics steps across cases using SAS macros and other relevant tools.
* Develop and apply analytics skills to deliver best-in-class solutions for customer issue treatment.
Required qualifications, capabilities, and skills
* Bachelor's degree in a quantitative discipline (Mathematics, Statistics, Physics, Engineering, Economics, Finance or related fields)
* Strong analytical and problem-solving skills with demonstrated ability to manage complex customer issues.
* Proficiency in data analysis tools and techniques (e.g., SAS, SQL, Python, R).
* Excellent attention to detail and commitment to accuracy.
* Ability to communicate complex findings clearly to both technical and non-technical stakeholders.
* Experience working in a fast-paced, deadline-driven environment with ability to work collaboratively across multiple teams and lines of business.
* High level of motivation and initiative with strong organizational and time management skills, and commitment to delivering exceptional customer service.
$65k-97k yearly est. Auto-Apply 23d ago
Associate - Modeling Analytics
Jpmorgan Chase & Co 4.8
Columbus, OH jobs
JobID: 210686953 JobSchedule: Full time JobShift: Day : Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Senior Associate - Modeling Analytics, in the Credit Card Loss Forecasting within the Consumer & Business Banking (CCB) Risk Management group, you will be responsible for leading credit forecasting for the $220B credit card portfolio. This role requires strong data analytical knowledge and skills to generate short- and long-term loss forecasts and perform attribution analysis. The role encompasses all aspects of loss forecasting, including CCAR, CECL, Budgets, and Risk Appetite. This is an exciting opportunity to work on high-impact strategy initiatives as they become the key focus of the firm and across the financial services industry. You will excel at creative thinking and problem-solving, be self-motivated, confident, and ready to work in a fast-paced, energetic environment.
Job Responsibilities
* Support analytical tools for risk assessment and stress credit evaluations to support annual stress testing, the Risk Appetite framework, and strategy integrations
* Participate in cross-functional communications with Risk Management, Finance, Marketing, and Collections to inform the forecast and incorporate strategic initiatives
* Partner with the Risk Modeling team to ensure the model functions as desired and provide regular inputs for improvement
* Create and present forecasts to senior management with a clear storyline and data support
* Enhance consistency and efficiency across existing processes and reporting to meet the changing needs of the business
* Be a self-motivated individual with the ability to work on multiple projects with limited guidance
* Spearhead best-in-class documentation and operational risk and audit controls surrounding loss forecasting and LLR
Required qualifications, capabilities, and skills
* Master's/Bachelor's degree in a quantitative discipline (Finance/Statistics/Economics/Mathematics/Engineering) from an accredited college/university required.
* Minimum 1 year of experience in Credit Risk Management, Statistical Modeling, Marketing Analytics, and/or Consulting.
* Minimum 3 years of related analytical experience.
* Strong knowledge of Python, SAS, SQL, and MS Office required.
* Strong analytical, interpretive, and problem-solving skills with the ability to interpret large data sets and their impact in both operational and financial areas.
* Excellent oral and written communication and presentation skills.
Preferred qualifications, capabilities, and skills
* Advanced degree is preferred.
* Strong P&L knowledge and understanding of drivers of profitability.
* Knowledge of CCAR (Stress Testing) and CECL process
$93k-114k yearly est. Auto-Apply 36d ago
Quantitative Analytics Associate - Controllership
Keybank 4.4
Brooklyn, OH jobs
JOB BRIEF (PURPOSE)
As part of the Risk Modeling Enablement team within Finance, responsibilities for this position include, but are not limited to:
Supporting the implementation, testing, documentation, and on-going validation of credit loss forecasting models for use in CECL Allowance and Capital Stress Testing
Coordinating with Lines of Business, Data Owners, Risk Management, and Key Technology, Operations, and Services (KTOS) to ensure alignment with all activities impacting credit loss models
Creating and/or maintaining production environments for ongoing credit loss forecasting, including creation of process controls
Working both independently and as part of cross-functional teams to perform business, data, and application analysis to implement business requirements on a variety of reporting needs and strategic project initiatives
This role requires developing close relationships with the model development and reporting groups and understanding the impact of changing portfolio characteristics as well as economic and financial environments on model results. The position will require the ability to understand various statistical methodologies used to forecast credit losses, to complete analysis supporting critical business processes, and to understand and access various data sources, analytical platforms, and reporting platforms, including the use of cloud interfaces for programming and engineering.
ESSENTIAL JOB FUNCTIONS
In working with other teams within Finance, support orderly maintenance and development of a Google Cloud Platform (GCP) environment for model development and deployment
Assist with design of and implementation of production applications for credit loss modeling
Gather client requirements and translate to technical specifications; working closely with Risk Management Information Reporting (RMIR) and KTOS teams on changes to the production CECL environment, system conversions, quarterly change cycles, technical error resolution, production support, and other enhancements
Critical participation in annual Capital Plan Stress Tests, working closely with groups across the organization to produce and vet Credit Loss and Allowance forecasts
Perform data and process validation during development, testing, and production phases of various projects, including maintaining detailed records of development process
Communicate key points to respective stakeholders, with the appropriate level of detail for the relevant partners
Continue to evolve processes and use of technology with a focus on continuous improvement, leveraging new technologies, and identifying and implementing efficiencies; working with teammates and partners to document and ensure use of best coding practices
REQUIRED QUALIFICATIONS
Bachelor's Degree (Math, Statistics, Data Analytics, Computer Science, Finance, Accounting or related degree preferred)
Two years of relevant accounting, finance, analytics, or modeling experience, or a graduate degree in a related field
Proficiency in Python (e.g., NumPy, Pandas) or other Object-Oriented Programming language
Database querying and data transformation experience (e.g., Excel, BigQuery, DB2)
Familiarity with building reporting dashboards, including through the use of Tableau, Google Looker Studio, or other similar tools
Experience dealing with complex and large data sets from multiple sources to support analytical processes
Excellent communication skills
Quantitative, analytical, problem solving, and decision-making skills
Detail-focused organizational skills required to coordinate and manage multiple tasks simultaneously to meet strict deadlines
PREFERRED QUALIFICATIONS
Experience with Git, and demonstrable coding best-practices
Familiarity with Cloud Analytics (e.g., Google Cloud Platform, Azure, AWS)
Experience with quantitative modeling or forecasting
Familiarity with Current Expected Credit Loss financial accounting standards
Experience with bank stress testing (e.g., CCAR, DFAST)
Familiarity with ReactJS
COMPETENCIES/SKILLS
Critical Thinking / Problem Solving: Leverages critical thinking and business acumen to provide solutions to increasingly complex problems; Aware of potential pitfalls with each recommended solution; thoroughly vets and thinks through options before making a decision
Communication: Solid written and verbal communication skills; organizes material for brevity, persuasiveness, and impact; Effectively communicates key points to respective stakeholders with the appropriate level of detail; Proactively shares information beyond those at the table who may have a need to know; Comfortable in situations where conflict is present
Partnering / Influencing: Proven relationship building ability; Strong interpersonal skills; Sought out to by business partners and team members
Business Acumen: Understands key drivers of financial results and business impact; Developing understanding of how business works; Possesses intellectual curiosity
Commitment: Exhibits ability to work under pressure, discipline to meet deadlines, ability to multi-task and consistently demonstrates flexibility in a dynamic environment
EQUIPMENT/SOFTWARE USED
Microsoft Office Suite, Python, Google Cloud Platform (GCP) and related tools (BigQuery, Cloud Storage, Looker Studio, etc.), VSCode, Tableau
#LI-KH1
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $68,000.00 - $103,000.00 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 subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 01/15/2026 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_**********************.
#LI-Remote
JobID: 210648393 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $115,000.00-$115,000.00; New York,NY $125,000.00-$125,000.00 The Chase Consumer & Community Bank Data & Analytics Team serves as the driving force behind Chase, providing insights that create competitive advantages for the business, inspire customer-centric innovation, and address complex business challenges.
Our team encompasses a wide range of disciplines, including data governance, data strategy and partnerships, reporting, business intelligence, data science, and machine learning, and we work closely with our technology, product, and design partners to deliver practical and impactful solutions.
The scope and diversity of our work span across Chase Consumer & Community businesses and functions, such as Consumer Banking, Home Lending, Card Services, Business Banking, Auto Finance, Digital, and Marketing.
Chase Consumer & Community Bank Data & Analytics is a collaborative, supportive, and dynamic team where you will contribute your diverse perspectives to help us deliver innovative and actionable insights, products, and solutions for our business and clients.
We offer training, mentoring, and guidance to ensure success, along with significant learning and mobility opportunities to support career development and growth.
Job Summary
As a FAST Analytics Solutions Full-Time Associate within the Focused Analytics Solutions Team (FAST), you will have your professional growth and development supported throughout the program via project work related to your professional interests, mentorship, structured training sessions, and more.
Job Responsibilities
* Helping FAST and our internal clients develop actionable data-driven insights, solutions, products, and services that drive business decisions and enhance customer / employee experience at scale
* Managing projects day-to-day to ensure a clear understanding of business impact, scope, and requirements; delivery by key milestones; clear communication within the project team and stakeholders; and adherence to risk and controls procedures
* Partnering with data scientists to enable them to execute technical work (e.g., modeling, automation, etc.) by providing clear guidance aligned to business objectives and outcomes as well as delivering supplementary, exploratory data analysis as needed
* Operating as an effective storyteller, communicating complex technical approaches by developing understandable and actionable story and presentation deck materials for stakeholders, including senior leadership
Required qualifications, capabilities, and skills
* Enrolled in an MBA or Master's degree program, with an expected graduation between December 2025 and August 2026
* Authorization to work permanently in the U.S.
* Proven track record of utilizing data to answer business problems effectively
Preferred qualifications, capabilities, and skills
* Exceptional communication (written and verbal) and presentation skills - an ability to communicate effectively with diverse audiences across business and technology partners, including senior leadership
* Experience managing projects and using project management tools; strong time management skills, with the ability to multi-task and keep multiple projects on track
* Strong consulting toolkit that can rapidly advance projects while maintaining positive stakeholder relationships.
* Ability to work effectively in a global environment on a team with multiple disciplines.
* Self-starter with out-of-the box problem-solving skills
* Familiarity with innovation and design thinking (e.g., creating solutions with the end user in mind) or product management principles
* Basic awareness of data wrangling, data analytics techniques, and/or visualization techniques (e.g. SQL, Python, Tableau)
Locations you may join:
* Chicago, IL
* Columbus, OH
* Dallas Metro
* Delaware Metro
Must be authorized to work in the USA. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JP Morgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT)
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume and location preference. Your application and resume are a way for us to initially get to know you, so it's important to complete all relevant application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet certain required qualifications.
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
2025 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer. Including affirmative action employer Disability/Veteran.
$125k-125k yearly Auto-Apply 60d+ ago
Wealth Strategy Planning Associate
Huntington National Bank 4.4
Beachwood, OH jobs
is open to anywhere within the Huntington Bank footprint.
The Wealth Strategy Planning Associate is an integral part of the Wealth Strategy team, working directly with the Wealth Strategists and contributing to the team by performing several of the necessary tasks in developing and maintaining a financial plan for a client.
Duties & Responsibilities:
Providing professional expertise and consultancy to prepare and review financial plans for the Wealth Strategists using excel and various planning software packages
Ability to research specific tax and planning issues for client projects and external presentations
Building relationships internally and externally as a trusted partner
Ability to create and develop materials for client, prospect, and intermediary meetings
Performs other duties as assigned
Basic Qualifications:
Bachelor's Degree
At least 3 years of experience in financial planning, with knowledge in basic concepts regarding estate and gift tax, estate planning, and trust administration
Preferred Qualifications:
Excellent communication skills
High attention to detail
Microsoft Office proficiency
FINRA Licensing
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$50k-83k yearly est. Auto-Apply 17d ago
Wealth Strategy Planning Associate
Huntington National Bank 4.4
Beachwood, OH jobs
is open to anywhere within the Huntington Bank footprint. The Wealth Strategy Planning Associate is an integral part of the Wealth Strategy team, working directly with the Wealth Strategists and contributing to the team by performing several of the necessary tasks in developing and maintaining a financial plan for a client.Duties & Responsibilities:
+ Providing professional expertise and consultancy to prepare and review financial plans for the Wealth Strategists using excel and various planning software packages
+ Ability to research specific tax and planning issues for client projects and external presentations
+ Building relationships internally and externally as a trusted partner
+ Ability to create and develop materials for client, prospect, and intermediary meetings
+ Performs other duties as assigned
Basic Qualifications:
+ Bachelor's Degree
+ At least 3 years of experience in financial planning, with knowledge in basic concepts regarding estate and gift tax, estate planning, and trust administration
Preferred Qualifications:
+ Excellent communication skills
+ High attention to detail
+ Microsoft Office proficiency
+ FINRA Licensing
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$50k-83k yearly est. 20d ago
Wealth Strategy Planning Associate
Huntington National Bank 4.4
Midland, OH jobs
is open to anywhere within the Huntington Bank footprint.
The Wealth Strategy Planning Associate is an integral part of the Wealth Strategy team, working directly with the Wealth Strategists and contributing to the team by performing several of the necessary tasks in developing and maintaining a financial plan for a client.
Duties & Responsibilities:
Providing professional expertise and consultancy to prepare and review financial plans for the Wealth Strategists using excel and various planning software packages
Ability to research specific tax and planning issues for client projects and external presentations
Building relationships internally and externally as a trusted partner
Ability to create and develop materials for client, prospect, and intermediary meetings
Performs other duties as assigned
Basic Qualifications:
Bachelor's Degree
At least 3 years of experience in financial planning, with knowledge in basic concepts regarding estate and gift tax, estate planning, and trust administration
Preferred Qualifications:
Excellent communication skills
High attention to detail
Microsoft Office proficiency
FINRA Licensing
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$50k-84k yearly est. Auto-Apply 19d ago
Sr Product Delivery Associate
Jpmorgan Chase 4.8
Columbus, OH jobs
Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations. As a Senior Product Associate in Employee Platforms, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success. You will play a key role in managing the end-to-end delivery of mobile solutions to be used by our employees.
**Job responsibilities**
+ Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
+ Considers and plans for upstream and downstream implications of new product features on the overall product experience
+ Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
+ Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
+ Writes the requirements, epics, and user stories to support product development
+ Lead quarterly planning sessions to ensure alignment of product delivery milestones.
+ Manage the book of work in Jira and resource capacity tools for effective resource allocation and prioritization.
**Required qualifications, capabilities, and skills**
+ 3+ years of experience or equivalent expertise in product management or a relevant domain area
+ Proficient knowledge of the product development life cycle
+ Experience in product life cycle activities including discovery and requirements definition
+ Developing knowledge of data analytics and data literacy
+ Strong understanding of mobile devices, mobile device management (MDM), and mobile application development
+ Proven ability to support product delivery in a technology-focused setting.
**Preferred qualifications, capabilities, and skills**
+ Developed knowledge of the product development life cycle
+ Experience with app testing, bug tracking, and user acceptance testing
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
$37k-52k yearly est. 41d ago
Program Delivery Associate II
Jpmorganchase 4.8
Columbus, OH jobs
Performance Consulting is a dedicated internal consulting group that is highly visible and a critical component of JPMorgan Chase's commitment to operational excellence. The team partners with strategic and functional leaders to improve and enhance core components of our business, from designing innovative, streamlined ways of working to piloting cutting-edge AI solutions. Our mission is to optimize end-to-end processes, elevate the customer experience, and foster a vibrant culture of continuous improvement. We are committed to shaping a future where innovation and excellence are at the heart of everything we do.
As a Program Delivery Associate II within Performance Consulting, you will be instrumental in driving operational excellence and delivering client solutions that optimize efficiency and enhance service delivery. You will leverage your expertise in process improvement, change management, and project management to support organizational transformation. Your role may involve delivering training, managing projects, and engaging stakeholders to align goals with organizational needs. Your innovative thinking will enable you to challenge the status quo and foster a culture of continuous improvement across diverse teams.
Job Responsibilities:
Support Operational Excellence initiatives through client engagements and certification.
Manage projects to ensure they meet timelines, budgets, and quality expectations, incorporating AI-driven tools, models and training materials to enhance efficiency and drive improvements.
Implement change management strategies to facilitate organizational transformation and ensure smooth transitions.
Prepare and maintain documentation to support internal audit readiness and compliance with control standards.
Communicate with stakeholders to align project goals and deliverables with organizational needs.
Monitor performance metrics to evaluate the effectiveness of training, change management, and project management outcomes, and make adjustments as needed.
Develop and apply AI-driven process models and training materials to support operational improvements.
Required Qualifications, Capabilities, and Skills:
Undergraduate degree in a related field such as Business, Engineering, or Data Science
3+ years of experience in program/project management, process improvement, and/or organizational change management, including understanding of relevant tools, processes, and best practices.
Proficiency in developing and applying AI-driven process models, creating training materials, and/or managing projects to enhance operational efficiency and drive improvements.
Proven ability to support fast-paced, complex, cross-functional programs or projects with significant business impact.
Effective communication skills for engaging stakeholders and aligning project deliverables with organizational needs.
Preferred Qualifications, Capabilities, and Skills:
Advanced degree in a related field such as Business, Engineering, or Data Science
Certification in Project Management Professional (PMP), Lean Six Sigma, and / or Change Management.
Proficiency in delivering training and utilizing digital tools to enhance operational efficiency and audit readiness.
Familiarity with AI technologies and digital process tools to drive innovation and efficiency.
Experience with data analytics and visualization tools such as Tableau or Power BI to support decision-making and performance evaluation.
Strong interpersonal skills to foster collaboration and build relationships across diverse teams.
Ability to adapt to changing environments and lead initiatives that drive continuous improvement.
$37k-52k yearly est. Auto-Apply 60d+ ago
Sr Product Delivery Associate
Jpmorganchase 4.8
Columbus, OH jobs
Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations.
As a Senior Product Associate in Employee Platforms, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success. You will play a key role in managing the end-to-end delivery of mobile solutions to be used by our employees.
Job responsibilities
Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
Considers and plans for upstream and downstream implications of new product features on the overall product experience
Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
Writes the requirements, epics, and user stories to support product development
Lead quarterly planning sessions to ensure alignment of product delivery milestones.
Manage the book of work in Jira and resource capacity tools for effective resource allocation and prioritization.
Required qualifications, capabilities, and skills
3+ years of experience or equivalent expertise in product management or a relevant domain area
Proficient knowledge of the product development life cycle
Experience in product life cycle activities including discovery and requirements definition
Developing knowledge of data analytics and data literacy
Strong understanding of mobile devices, mobile device management (MDM), and mobile application development
Proven ability to support product delivery in a technology-focused setting.
Preferred qualifications, capabilities, and skills
Developed knowledge of the product development life cycle
Experience with app testing, bug tracking, and user acceptance testing
$37k-52k yearly est. Auto-Apply 44d ago
Sr Product Delivery Associate
Jpmorgan Chase & Co 4.8
Columbus, OH jobs
JobID: 210684434 JobSchedule: Full time JobShift: Day : Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations.
As a Senior Product Associate in Employee Platforms, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success. You will play a key role in managing the end-to-end delivery of mobile solutions to be used by our employees.
Job responsibilities
* Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
* Considers and plans for upstream and downstream implications of new product features on the overall product experience
* Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
* Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
* Writes the requirements, epics, and user stories to support product development
* Lead quarterly planning sessions to ensure alignment of product delivery milestones.
* Manage the book of work in Jira and resource capacity tools for effective resource allocation and prioritization.
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in product management or a relevant domain area
* Proficient knowledge of the product development life cycle
* Experience in product life cycle activities including discovery and requirements definition
* Developing knowledge of data analytics and data literacy
* Strong understanding of mobile devices, mobile device management (MDM), and mobile application development
* Proven ability to support product delivery in a technology-focused setting.
Preferred qualifications, capabilities, and skills
* Developed knowledge of the product development life cycle
* Experience with app testing, bug tracking, and user acceptance testing
$37k-52k yearly est. Auto-Apply 44d ago
Outbound Sales Associate - Merchant Services
Huntington National Bank 4.4
Columbus, OH jobs
Responsible for selling merchant services by setting appointments for, or transferring business customers leads to Sales Advisors, to conduct more robust solutioning conversations. You will connect with business owners and set the stage for better cash flow and payments collection services conversations in order to meet assigned production goals. You will partner closely with merchant services sales team members and leaders. as well as communicate with bank colleagues as necessary, to keep them apprised of your calling efforts.
Duties and Responsibilities:
Place outbound calls through a variety of lead sources; discover needs of customer; explain the high-level features and benefits of merchant products and services; recommend appointment with sales advisor and schedule those appointments, in order to meet assigned production goals.
Actively prospect and build relationships with new clients, converting leads into valuable appointments. Leverage partners to learn products and services in order to maximize cross sales opportunities.
Accurately report out all leads and status updates within the CRM (customer relationship management system) and understand trends in your sales behaviors by using dashboards and reports.
Stay informed about industry trends, competitive offerings, and client needs to identify new cross-selling opportunities.
Adhere to all company policies and procedures, including compliance regulations related to the payments industry.
Perform other duties and projects as assigned.
Basic Qualifications:
High School Diploma, GED, or equivalent
2 years of sales experience in financial services, especially merchant services
Preferred Qualifications:
Exceptional communication and relationship-building skills.
Proven ability to close deals and achieve ambitious targets.
Sales expertise in the business space from $0-$3 million in annual sales.
Expertise in virtual sales in a call center environment.
Ability to multitask in a fast-paced environment.
Strong problem-solving skills and a customer-centric approach.
Juggle complex tasks efficiently within a fast-paced environment.
Participate in occasional team meetings in person.
Utilize technology effectively to manage your workload and client relationships.
Approach challenges creatively and find solutions that benefit both clients and the bank.
Proficiency in MS Office suite and willingness to travel minimally.
2-5 years' experience in merchant services sales in a call center environment
Bonus points for fluency in an additional language
Proficiency in Salesforce
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Remote
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Compensation Range:
$21.00 - $31.00 Hourly
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$21-31 hourly Auto-Apply 10d ago
Outbound Sales Associate - Merchant Services
Huntington National Bank 4.4
Columbus, OH jobs
Responsible for selling merchant services by setting appointments for, or transferring business customers leads to Sales Advisors, to conduct more robust solutioning conversations. You will connect with business owners and set the stage for better cash flow and payments collection services conversations in order to meet assigned production goals. You will partner closely with merchant services sales team members and leaders. as well as communicate with bank colleagues as necessary, to keep them apprised of your calling efforts.
Duties and Responsibilities:
+ Place outbound calls through a variety of lead sources; discover needs of customer; explain the high-level features and benefits of merchant products and services; recommend appointment with sales advisor and schedule those appointments, in order to meet assigned production goals.
+ Actively prospect and build relationships with new clients, converting leads into valuable appointments. Leverage partners to learn products and services in order to maximize cross sales opportunities.
+ Accurately report out all leads and status updates within the CRM (customer relationship management system) and understand trends in your sales behaviors by using dashboards and reports.
+ Stay informed about industry trends, competitive offerings, and client needs to identify new cross-selling opportunities.
+ Adhere to all company policies and procedures, including compliance regulations related to the payments industry.
+ Perform other duties and projects as assigned.
Basic Qualifications:
+ High School Diploma, GED, or equivalent
+ 2 years of sales experience in financial services, especially merchant services
Preferred Qualifications:
+ Exceptional communication and relationship-building skills.
+ Proven ability to close deals and achieve ambitious targets.
+ Sales expertise in the business space from $0-$3 million in annual sales.
+ Expertise in virtual sales in a call center environment.
+ Ability to multitask in a fast-paced environment.
+ Strong problem-solving skills and a customer-centric approach.
+ Juggle complex tasks efficiently within a fast-paced environment.
+ Participate in occasional team meetings in person.
+ Utilize technology effectively to manage your workload and client relationships.
+ Approach challenges creatively and find solutions that benefit both clients and the bank.
+ Proficiency in MS Office suite and willingness to travel minimally.
+ 2-5 years' experience in merchant services sales in a call center environment
+ Bonus points for fluency in an additional language
+ Proficiency in Salesforce
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Remote
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Compensation Range:
$21.00 - $31.00 Hourly
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$21-31 hourly 19d ago
Product Delivery Associate - User Acceptance Testing
Jpmorganchase 4.8
Westerville, OH jobs
As a Product Delivery Associate in Teller Transactions Product - User Acceptance Testing team, you enable the release of products and features by overcoming obstacles. As an emerging member of the team, you work across the organization and enable the product to continuously deliver value, while gaining skills and experience to grow within your role.
In Teller Transactions Product under Branch Operations Product - User Acceptance Testing team, you will work with Product, Technology, Design, and Data Analytics partners to test new initiatives. As a Testing Analyst, your responsibilities include testing user stories during sprints, conducting regression and end-to-end tests, and tracking system issues to resolution. You will advocate for users and customers, ensuring high quality and meaningful improvements with every release.
Job responsibilities
Supports delivery processes including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting, while highlighting opportunities to improve efficiencies.
Contributes to change management activities across functional partners and documents adherence to the firm's risk, controls, compliance, and regulatory requirements.
Documents blockers and impediments to aid with dependency management and resource availability.
Collaborates with the Product Delivery Manager to engage stakeholders and cross-functional partners to manage dependencies and timelines.
Perform testing for assigned projects using established processes and tools to ensure quality, reliability, and security.
Lead test efforts and mentor peers. Document test plans, scripts, defects, and reports. Collaborate with Product and Technology teams to identify and prepare test data.
Assist developers and support staff in problem resolution. Understand interfacing applications, test environments, and tools.
Manage multiple priorities and tight timelines. Participate in project quality reviews and assess risks, making recommendations as needed.
Drive improvements in test processes and facilitate methodology discussions. Support project implementation and post-implementation reviews to identify gaps
Maintain test case inventory and evaluate opportunities for process improvement or automation.
Collaborate with scrum teams and participate in sprint ceremonies. Participate in the writing and/or refinement of user stories, tasks, and spike cards. Support for Production Validation and other release related activities
Required qualifications, capabilities, and skills
2+ years of experience or equivalent expertise in product management, project management, or a relevant domain area
Demonstrated experience or equivalent expertise in product management, project management, or a relevant domain area.
Exposure to operational management and change readiness workstream.
Bachelor's degree or equivalent experience
2+ years of system/application software testing
Skilled in writing use cases, functional specs, scenarios, workflows, test cases, and test plans
Motivated team player with strong interpersonal skills
Work well under pressure with excellent attention to detail
Experience in test case development and defect resolution
Preferred qualifications, capabilities, and skills
Emerging knowledge of product release and deployment processes
Familiarity with JIRA and Agile methodology
Teller application or branch experience preferred
$37k-52k yearly est. Auto-Apply 14d ago
Outbound Sales Associate - Merchant Services
Huntington National Bank 4.4
Cleveland, OH jobs
Responsible for selling merchant services by setting appointments for, or transferring business customers leads to Sales Advisors, to conduct more robust solutioning conversations. You will connect with business owners and set the stage for better cash flow and payments collection services conversations in order to meet assigned production goals. You will partner closely with merchant services sales team members and leaders. as well as communicate with bank colleagues as necessary, to keep them apprised of your calling efforts.
Duties and Responsibilities:
+ Place outbound calls through a variety of lead sources; discover needs of customer; explain the high-level features and benefits of merchant products and services; recommend appointment with sales advisor and schedule those appointments, in order to meet assigned production goals.
+ Actively prospect and build relationships with new clients, converting leads into valuable appointments. Leverage partners to learn products and services in order to maximize cross sales opportunities.
+ Accurately report out all leads and status updates within the CRM (customer relationship management system) and understand trends in your sales behaviors by using dashboards and reports.
+ Stay informed about industry trends, competitive offerings, and client needs to identify new cross-selling opportunities.
+ Adhere to all company policies and procedures, including compliance regulations related to the payments industry.
+ Perform other duties and projects as assigned.
Basic Qualifications:
+ High School Diploma, GED, or equivalent
+ 2 years of sales experience in financial services, especially merchant services
Preferred Qualifications:
+ Exceptional communication and relationship-building skills.
+ Proven ability to close deals and achieve ambitious targets.
+ Sales expertise in the business space from $0-$3 million in annual sales.
+ Expertise in virtual sales in a call center environment.
+ Ability to multitask in a fast-paced environment.
+ Strong problem-solving skills and a customer-centric approach.
+ Juggle complex tasks efficiently within a fast-paced environment.
+ Participate in occasional team meetings in person.
+ Utilize technology effectively to manage your workload and client relationships.
+ Approach challenges creatively and find solutions that benefit both clients and the bank.
+ Proficiency in MS Office suite and willingness to travel minimally.
+ 2-5 years' experience in merchant services sales in a call center environment
+ Bonus points for fluency in an additional language
+ Proficiency in Salesforce
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Remote
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Compensation Range:
$21.00 - $31.00 Hourly
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$21-31 hourly 8d ago
Outbound Sales Associate - Merchant Services
Huntington Bancshares Inc. 4.4
Cleveland, OH jobs
Responsible for selling merchant services by setting appointments for, or transferring business customers leads to Sales Advisors, to conduct more robust solutioning conversations. You will connect with business owners and set the stage for better cash flow and payments collection services conversations in order to meet assigned production goals. You will partner closely with merchant services sales team members and leaders. as well as communicate with bank colleagues as necessary, to keep them apprised of your calling efforts.
Duties and Responsibilities:
* Place outbound calls through a variety of lead sources; discover needs of customer; explain the high-level features and benefits of merchant products and services; recommend appointment with sales advisor and schedule those appointments, in order to meet assigned production goals.
* Actively prospect and build relationships with new clients, converting leads into valuable appointments. Leverage partners to learn products and services in order to maximize cross sales opportunities.
* Accurately report out all leads and status updates within the CRM (customer relationship management system) and understand trends in your sales behaviors by using dashboards and reports.
* Stay informed about industry trends, competitive offerings, and client needs to identify new cross-selling opportunities.
* Adhere to all company policies and procedures, including compliance regulations related to the payments industry.
* Perform other duties and projects as assigned.
Basic Qualifications:
* High School Diploma, GED, or equivalent
* 2 years of sales experience in financial services, especially merchant services
Preferred Qualifications:
* Exceptional communication and relationship-building skills.
* Proven ability to close deals and achieve ambitious targets.
* Sales expertise in the business space from $0-$3 million in annual sales.
* Expertise in virtual sales in a call center environment.
* Ability to multitask in a fast-paced environment.
* Strong problem-solving skills and a customer-centric approach.
* Juggle complex tasks efficiently within a fast-paced environment.
* Participate in occasional team meetings in person.
* Utilize technology effectively to manage your workload and client relationships.
* Approach challenges creatively and find solutions that benefit both clients and the bank.
* Proficiency in MS Office suite and willingness to travel minimally.
* 2-5 years' experience in merchant services sales in a call center environment
* Bonus points for fluency in an additional language
* Proficiency in Salesforce
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Remote
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Compensation Range:
$21.00 - $31.00 Hourly
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.