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Operations Specialist jobs at U.S. Bank - 42 jobs

  • Small Business Specialist 3 - Columbus branches

    U.S. Bank 4.6company rating

    Operations specialist job at U.S. Bank

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Responsible for demonstrating excellent customer service in accordance with the U.S. Bank Core Values. Provides comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million. Actively deepens existing customer relationships through routine calling and develops new relationship opportunities through business development activities. Combines digital tools with strong human connections to offer solutions to business customers. This job requires outside prospecting and sales activities to grow revenue and achieve the assigned financial targets and growth goals. Other responsibilities include account openings, identifying and opening product solutions and account servicing and maintenance for customers within the segment. Actively develops both internal and external relationships and collaborates with branch partners, centers of influence, clients and other business line partners. Refers clients to Business Banking and/or other U.S. Bancorp areas for additional needs. This position will support our Bexley, Blacklick Meijer, and German Village offices. This position also requires two or more hours of driving per week. Basic Qualifications - Bachelor's degree, or equivalent work experience - Typically three or more years of customer service, consultative sales and/or prospecting experience Preferred Skills/Experience - Comprehensive knowledge of applicable bank and branch policies, procedures and support systems - Understanding of banking operations, product knowledge, sales, new business development, customer service/relations, and community relations - Basic knowledge of cash flow management and business credit underwriting - Effective written and verbal communication skills and can convey business recommendations in an effective manner This role requires working from a U.S. Bank location five (5) days per week. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $25.63 - $34.18 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $59k-95k yearly est. Auto-Apply 2d ago
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  • Pay Operations Associate

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    Advance your career in global payroll operations with our PayOps team. You will lead US payroll processing and controls, collaborate on automation initiatives, and work closely with colleagues in the US and India. As a PayOps Associate, you will manage the processing and validation of US payroll, ensuring compliance and accuracy. You will leverage Oracle HCM Payroll and support automation and process improvement projects, collaborating with teams in the US and India to deliver operational excellence. Job responsibilities Manage US payroll processing and validate payroll data for accuracy and compliance. Utilize Oracle HCM Payroll for payroll operations and troubleshooting. Lead process improvement initiatives to enhance payroll efficiency. Collaborate with US and India teams to resolve payroll issues and drive best practices. Support automation projects using Alteryx and Pega. Prepare and analyze payroll reports for management and audit purposes. Maintain payroll documentation and ensure regulatory compliance. Communicate effectively with global stakeholders. Required qualifications, capabilities, and skills Hold a bachelor's degree in Business, Finance, Human Resources, or related field. Demonstrate at least 3+ years of experience in payroll or HR operations. Show expertise in Oracle HCM Payroll or similar payroll systems. Advanced Excel knowledge. Exhibit strong attention to detail and commitment to data accuracy. Lead process improvement and automation initiatives. Communicate effectively with global stakeholders and team members. Manage multiple priorities in a fast-paced environment. Display working knowledge of automation tools such as Alteryx and Pega. Uphold confidentiality and compliance in payroll processes. Preferred qualifications, capabilities, and skills Possess experience supporting US payroll operations. Demonstrate knowledge of US payroll regulations and compliance. Show experience with payroll automation projects. Hold certification in payroll or HR systems.
    $71k-95k yearly est. Auto-Apply 8d ago
  • Pay Operations Associate

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    Advance your career in global payroll operations with our PayOps team. You will lead US payroll processing and controls, collaborate on automation initiatives, and work closely with colleagues in the US and India. As a PayOps Associate, you will manage the processing and validation of US payroll, ensuring compliance and accuracy. You will leverage Oracle HCM Payroll and support automation and process improvement projects, collaborating with teams in the US and India to deliver operational excellence. **Job responsibilities** + Manage US payroll processing and validate payroll data for accuracy and compliance. + Utilize Oracle HCM Payroll for payroll operations and troubleshooting. + Lead process improvement initiatives to enhance payroll efficiency. + Collaborate with US and India teams to resolve payroll issues and drive best practices. + Support automation projects using Alteryx and Pega. + Prepare and analyze payroll reports for management and audit purposes. + Maintain payroll documentation and ensure regulatory compliance. + Communicate effectively with global stakeholders. **Required qualifications, capabilities, and skills** + Hold a bachelor's degree in Business, Finance, Human Resources, or related field. + Demonstrate at least 3+ years of experience in payroll or HR operations. + Show expertise in Oracle HCM Payroll or similar payroll systems. + Advanced Excel knowledge. + Exhibit strong attention to detail and commitment to data accuracy. + Lead process improvement and automation initiatives. + Communicate effectively with global stakeholders and team members. + Manage multiple priorities in a fast-paced environment. + Display working knowledge of automation tools such as Alteryx and Pega. + Uphold confidentiality and compliance in payroll processes. **Preferred qualifications, capabilities, and skills** + Possess experience supporting US payroll operations. + Demonstrate knowledge of US payroll regulations and compliance. + Show experience with payroll automation projects. + Hold certification in payroll or HR systems. 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
    $71k-95k yearly est. 7d ago
  • Quant Analytics Associate- Regulatory Operations

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    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 Quant Analytics Associate- Regulatory Operations in Remediations & Corrections, 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. 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** + Demonstrated ability to conduct data analysis with a focus on uncovering patterns and providing insightful reporting and capability to learn and work with tools such as SAS, SQL, Python, or R. + Strong analytical and problem-solving skills with demonstrated ability to manage complex customer issues. + 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 and ability to work collaboratively across multiple teams and lines of business. + High level of motivation and initiative and strong organizational and time management skills. + Commitment to delivering exceptional customer service. **Preferred qualifications, capabilities, and skills** + Bachelor's degree in a quantitative discipline (Mathematics, Statistics, Physics, Engineering, Economics, Finance or related fields) + Proficiency in data analysis tools and techniques (e.g., SAS, SQL, Python, R). 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
    $71k-95k yearly est. 43d ago
  • Quant Analytics Associate- Regulatory Operations

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    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 Quant Analytics Associate- Regulatory Operations in Remediations & Corrections, 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. 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 Demonstrated ability to conduct data analysis with a focus on uncovering patterns and providing insightful reporting and capability to learn and work with tools such as SAS, SQL, Python, or R. Strong analytical and problem-solving skills with demonstrated ability to manage complex customer issues. 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 and ability to work collaboratively across multiple teams and lines of business. High level of motivation and initiative and strong organizational and time management skills. Commitment to delivering exceptional customer service. Preferred qualifications, capabilities, and skills Bachelor's degree in a quantitative discipline (Mathematics, Statistics, Physics, Engineering, Economics, Finance or related fields) Proficiency in data analysis tools and techniques (e.g., SAS, SQL, Python, R).
    $71k-95k yearly est. Auto-Apply 44d ago
  • Quant Analytics Associate- Regulatory Operations

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210689130 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 Quant Analytics Associate- Regulatory Operations in Remediations & Corrections, 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. 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 * Demonstrated ability to conduct data analysis with a focus on uncovering patterns and providing insightful reporting and capability to learn and work with tools such as SAS, SQL, Python, or R. * Strong analytical and problem-solving skills with demonstrated ability to manage complex customer issues. * 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 and ability to work collaboratively across multiple teams and lines of business. * High level of motivation and initiative and strong organizational and time management skills. * Commitment to delivering exceptional customer service. Preferred qualifications, capabilities, and skills * Bachelor's degree in a quantitative discipline (Mathematics, Statistics, Physics, Engineering, Economics, Finance or related fields) * Proficiency in data analysis tools and techniques (e.g., SAS, SQL, Python, R).
    $71k-95k yearly est. Auto-Apply 44d ago
  • SBA Closing Specialist- CBG Operations (Remote Opportunity)

    Regions Bank 4.1company rating

    Birmingham, AL jobs

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the SBA Closing Specialist is responsible for managing the loan processing/closing process, from loan approval through booking and funding for SBA 7 (a), Express, and 504 government guaranteed loans. This includes working directly with and leading the coordination of SBA client borrowers, SBA Specialist, Assistants, internal staff, closing attorney firm, and applicable third parties (i.e. insurance companies) as required. The scope includes the collection, review, and approval of required documents, in addition to performing searches, preparing flood review packages, overseeing collateral perfection, and confirming satisfaction of equity requirements. Will be responsible for resolving any issues that come up during the closing process. Primary Responsibilities Reviews approved loan packages received from Underwriting to include credit memos, commitment letters, terms and conditions to ensure critical components have been provided by the lending officer for the documentation process Manages the most complex transactions, requiring a high degree of autonomy and the ability to draw upon expertise and knowledge in the SBA documentation process Accurately and quickly determines documentation requirements based on SBA SOP and Regions Credit Policy guidance Creates and maintains the closing checklist Trains and mentors more junior team members Monitors Closing Team Portfolio for assignments and peer reviews Coordinates and leads communications with the borrower, SBA Specialist, Assistants, internal staff, and closing attorneys Sets up third party engagements commensurate with credit approval, including but not limited to attorneys, real estate and business appraisers, etc. Identifies, requests, and reviews critical documents related to entity searches, UCC searches, flood determinations, construction financing, and other required supporting documentation and has authority to resolve key issues related to these pieces Submits applications through the appropriate SBA systems (ETran and SBA One) for guaranty authorizations Prepares various loan documents for closing Prepares or coordinates the preparation of legal documents in response to issues discovered during the closing process to mitigate risks associated with SBA or Regions Program requirements Confirms satisfaction of loan approval terms and equity requirements prior to closing Ensures post-closing booking, funding, and title searches are properly administered and documented Independently monitors loan packages throughout the process to identify potential risks related to the effective and efficient processing of the loan and to protect the Bank's interests Maintains currency with SBA SOP requirements, procedures, and changes This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act. Requirements High School Diploma or GED Six (6) years of SBA closing experience and knowledge of SBA loan program requirements or equivalent work experience Advanced commercial credit knowledge including loan closing, legal documentation, construction financing, and exceptions Expertise in reviewing insurance, title work, surveys, collateral, lien filings, appraisals, construction due diligence, and environmental reports Experience working with commercial sales associates, underwriters, paralenders, insurance firms, and attorneys Expertise in use of computers, Microsoft Office (Excel, Word, Outlook) Experience with commercial loan systems Preferences Advanced knowledge of SBA's SOP requirements and regulations with ability to work on the most complex loan files Specialized training in title, real estate, government programs (SBA), and specialized lending programs Experience with nCino and/or related Salesforce platforms Experience with SBA systems (ETran, SBA One, TSOFT) Experience with LaserPro Bachelor's degree or certification as a paralegal Skills and Competencies Demonstrated strong verbal and written communication skills for the purpose of explaining the loan closing process, exceptions and associated legal documentation to internal/external clients and appropriate counsel Strong communication and interpersonal skills Strong organizational skills and the ability to handle multiple tasks under tight time constraints If located within the Birmingham metro area, in office expectations will be Monday-Thursday. Opportunity could be remote if located outside of Birmingham. This position may be filled at a higher level depending on the candidate's qualifications and relevant experience. Position Type Full time Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Job Range Target: Minimum: $67,250.00 USD Median: $84,970.00 USD Incentive Pay Plans: This job is not incentive eligible. Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Parental Leave Employee Assistance Program Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser. ************************************************************* Location DetailsRiverchase Complex North BuildingLocation:Hoover, Alabama Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
    $27k-34k yearly est. Auto-Apply 18d ago
  • Treasury Management Service Specialist II - Commercial Real Estate/CIC

    Huntington 4.4company rating

    Columbus, OH jobs

    The Treasury Management Service Specialist II provides support to the Treasury Management Commercial Real Estate/CIC Segment. Prioritizes complex onboarding's and ensures they are completed on time with minimal impact to the customer. Serves as a mentor for new colleagues to learn the TM onboarding process. Prioritizes complex service issues and ensures they are completed on time with recognized accepted resolution by the customer. Responsible for identifying, researching, analyzing and resolving complex problems with regard to TM onboardings and services. Identifies possible cross sell opportunities and enters them in appropriate tracking system for the sales colleague. Responsible for focus and awareness of identifying, assessing and managing risk and adhering to policy and procedure acknowledgements. Duties & Responsibilities: Provides an advanced level of product and service support to the assigned Treasury Management segment(s). Responsible for identifying, researching, analyzing and resolving complex problems with regard to the servicing of customers. Prioritizes service issues and ensures they are completed on time and with a recognized / accepted resolution by the customer. May perform training or education for customer on specific products. Acts as internal resource for inquiries. May recommend process improvements and efficiencies for product and service workflows. Research, consultation and/or resolution, and policy or procedure interpretation for other internal departments. Acts as mentor to less experienced Treasury Management Customers Service Specialists. Performs other duties as assigned. Basic Qualifications: High School Diploma 3 or more years of Treasury Management experience; preferably in Commercial Real Estate/CIC Preferred Qualifications: Basic to intermediate knowledge of Microsoft Office applications Ability to work in a team environment, resolve problems independently, inform management of all issues and work with a sense of urgency while maintaining close attention to detail Understanding of TM products and services, or commercial banking #LI-Hybrid Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No 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. Compensation Range: $27.40 - $54.33 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.
    $31k-41k yearly est. Auto-Apply 13d ago
  • Treasury Management Service Specialist II

    Huntington 4.4company rating

    Columbus, OH jobs

    The Treasury Management Service Specialist for Specialized Products has a pivotal role, providing direct support for clients, sales partners, and technical contacts working with specialized products including, but not limited to eBill Present & Pay, Integrated Receivables, and Print & Mail. This role involves ownership of product implementation tasks, establishing goals and milestones throughout specialized product implementations, and tracking progress. The specialist is responsible for servicing and research related to specialized products, identifying and prioritizing issue resolution, and ensuring adherence to timelines and achievement of milestones through a disciplined approach to implementation, service, research, and issue resolution. Key Responsibilities: Client Relationship Management: Develop and manage strong relationships with clients utilizing Huntington's Specialized Product solutions, offering ongoing support to ensure evolving needs are met. Take ownership of service and research inquiries, troubleshoot issues, and resolve any concerns related to the Specialized Products supported. Identify and engage key partners such as TM product partners, vendors, TM Sales, TM Service, and other technical contacts to resolve issues and provide thought-based solutions. Communicate proactively with a solution-focused approach to ensure transparency, foster collaboration, and keep stakeholders consistently informed on progress, challenges, and resolution plans. Compliance & Risk Management: Ensure that all treasury and cash management processes adhere to the bank's compliance policies, as well as federal and state regulations governing the services supported. Follow established risk guidelines and ensure a timely resolution to mitigate any customer complaint. Proactively escalate issues requiring senior management engagement to ensure swift resolution. Reporting & Analysis: Create and monitor performance reports. Leverage insights from these reports to address customer and partner needs effectively and identify opportunities for process improvements. Cross Department Collaboration: Collaborate with internal departments, such as Product, Sales, Service & Onboarding, Technical Support, and Operations to address client needs and ensure that service delivery aligns with organizational standards. Facilitate client meetings to review project status, address questions, and confirm project alignment with client goals. Overall TM Product & Technology Knowledge: Maintain up-to-date knowledge on products, services, departmental systems and related technology, policies, and procedures. Documentation & Communication: Demonstrate excellent verbal and written communication skills across all levels of the organization. Continuous Improvement & Process Optimization: Identify opportunities to enhance onboarding processes and improve client experience. Assist in modifying training materials, procedural documentation, and process guides to support ongoing improvement. Basic Qualifications: High School Diploma 3 or more years of Treasury Management experience Preferred Qualifications: Strong alignment to Huntington's core values: Can-Do Attitude, Service Heart, and Forward Thinking. Ability to quickly develop a deep understanding of Huntington's Treasury Management product suite. Exceptional collaboration skills with the ability to engage cross-functional teams and external partners to drive results. Demonstrated expertise in onboarding and implementing commercial treasury products, including both technical components and client-facing execution. Proven Treasury Management background with experience driving complex implementations and delivering results under demanding timelines. Excellent written and verbal communication skills, including professional grammar and demeanor. Skilled communicator capable of providing clear, concise direction, resolving challenges, and proactively escalating issues when needed. Proficiency in Microsoft Office Suite. #LI-Hybrid Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No 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.
    $31k-41k yearly est. Auto-Apply 4d ago
  • Operations Senior Specialist II- Assumptions

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    If you want to make valuable contributions to your team and expand your knowledge, skills, and expertise in Home Lending Operations, then JP Morgan Chase has a great opportunity for you. 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 an Operations Senior Specialist II- Assumptions, in Mortgage Production and Servicing you will be responsible for delivering top notch support that is vital to Home Lending and the Consumer and Community Bank. You will be assisting in various parts of an operation oriented around customers and providing solutions for them in the Assumptions part of Home Lending. **Job responsibilities** + Receives, Reviews, and Prepares assumption closing package requests (conventional, FHA, VA, and Non-Agency) in accordance with policies and procedures + Reviews the loan application for completeness and accuracy + Updates various systems for Assumption completion + Participates in projects and process improvement initiatives as required + Maintains system accuracy with data integrity + Complies to performance & quality metrics + Maintains constant communication with the Relationship Managers throughout the duration of the process + Performs additional duties as assigned **Required qualifications, capabilities, and skills** + Possess strong attention to detail and excellent problem-solving skills + High School Diploma or GED + Strong attention to detail and ability to work independently and as a team player + Ability to handle multiple assignments & competing priorities, while managing time + Must have the ability to work at a high energy level and with a sense of urgency + Excellent analytical and problem solving skills and ability to successfully manage a production pipeline **Preferred qualifications, capabilities, and skills** + 2+ years of Mortgage experience and documentation knowledge with Originations/Assumptions 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
    $68k-90k yearly est. 30d ago
  • Treasury Management Service Specialist II - Commercial Real Estate/CIC

    Huntington National Bank 4.4company rating

    Cleveland, OH jobs

    The Treasury Management Service Specialist II provides support to the Treasury Management Commercial Real Estate/CIC Segment. Prioritizes complex onboarding's and ensures they are completed on time with minimal impact to the customer. Serves as a mentor for new colleagues to learn the TM onboarding process. Prioritizes complex service issues and ensures they are completed on time with recognized accepted resolution by the customer. Responsible for identifying, researching, analyzing and resolving complex problems with regard to TM onboardings and services. Identifies possible cross sell opportunities and enters them in appropriate tracking system for the sales colleague. Responsible for focus and awareness of identifying, assessing and managing risk and adhering to policy and procedure acknowledgements.Duties & Responsibilities: + Provides an advanced level of product and service support to the assigned Treasury Management segment(s). + Responsible for identifying, researching, analyzing and resolving complex problems with regard to the servicing of customers. + Prioritizes service issues and ensures they are completed on time and with a recognized / accepted resolution by the customer. + May perform training or education for customer on specific products. + Acts as internal resource for inquiries. + May recommend process improvements and efficiencies for product and service workflows. + Research, consultation and/or resolution, and policy or procedure interpretation for other internal departments. + Acts as mentor to less experienced Treasury Management Customers Service Specialists. + Performs other duties as assigned. Basic Qualifications: + High School Diploma + 3 or more years of Treasury Management experience; preferably in Commercial Real Estate/CIC Preferred Qualifications: + Basic to intermediate knowledge of Microsoft Office applications + Ability to work in a team environment, resolve problems independently, inform management of all issues and work with a sense of urgency while maintaining close attention to detail + Understanding of TM products and services, or commercial banking #LI-Hybrid Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No 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. Compensation Range: $27.40 - $54.33 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.
    $32k-43k yearly est. 12d ago
  • Treasury Management Service Specialist II - Commercial Real Estate/CIC

    Huntington Bancshares Inc. 4.4company rating

    Cleveland, OH jobs

    The Treasury Management Service Specialist II provides support to the Treasury Management Commercial Real Estate/CIC Segment. Prioritizes complex onboarding's and ensures they are completed on time with minimal impact to the customer. Serves as a mentor for new colleagues to learn the TM onboarding process. Prioritizes complex service issues and ensures they are completed on time with recognized accepted resolution by the customer. Responsible for identifying, researching, analyzing and resolving complex problems with regard to TM onboardings and services. Identifies possible cross sell opportunities and enters them in appropriate tracking system for the sales colleague. Responsible for focus and awareness of identifying, assessing and managing risk and adhering to policy and procedure acknowledgements. Duties & Responsibilities: * Provides an advanced level of product and service support to the assigned Treasury Management segment(s). * Responsible for identifying, researching, analyzing and resolving complex problems with regard to the servicing of customers. * Prioritizes service issues and ensures they are completed on time and with a recognized / accepted resolution by the customer. * May perform training or education for customer on specific products. * Acts as internal resource for inquiries. * May recommend process improvements and efficiencies for product and service workflows. * Research, consultation and/or resolution, and policy or procedure interpretation for other internal departments. * Acts as mentor to less experienced Treasury Management Customers Service Specialists. * Performs other duties as assigned. Basic Qualifications: * High School Diploma * 3 or more years of Treasury Management experience; preferably in Commercial Real Estate/CIC Preferred Qualifications: * Basic to intermediate knowledge of Microsoft Office applications * Ability to work in a team environment, resolve problems independently, inform management of all issues and work with a sense of urgency while maintaining close attention to detail * Understanding of TM products and services, or commercial banking #LI-Hybrid Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No 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. Compensation Range: $27.40 - $54.33 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.
    $32k-43k yearly est. Auto-Apply 12d ago
  • Treasury Management Service Specialist II - Commercial Real Estate/CIC

    Huntington National Bank 4.4company rating

    Akron, OH jobs

    The Treasury Management Service Specialist II provides support to the Treasury Management Commercial Real Estate/CIC Segment. Prioritizes complex onboarding's and ensures they are completed on time with minimal impact to the customer. Serves as a mentor for new colleagues to learn the TM onboarding process. Prioritizes complex service issues and ensures they are completed on time with recognized accepted resolution by the customer. Responsible for identifying, researching, analyzing and resolving complex problems with regard to TM onboardings and services. Identifies possible cross sell opportunities and enters them in appropriate tracking system for the sales colleague. Responsible for focus and awareness of identifying, assessing and managing risk and adhering to policy and procedure acknowledgements.Duties & Responsibilities: + Provides an advanced level of product and service support to the assigned Treasury Management segment(s). + Responsible for identifying, researching, analyzing and resolving complex problems with regard to the servicing of customers. + Prioritizes service issues and ensures they are completed on time and with a recognized / accepted resolution by the customer. + May perform training or education for customer on specific products. + Acts as internal resource for inquiries. + May recommend process improvements and efficiencies for product and service workflows. + Research, consultation and/or resolution, and policy or procedure interpretation for other internal departments. + Acts as mentor to less experienced Treasury Management Customers Service Specialists. + Performs other duties as assigned. Basic Qualifications: + High School Diploma + 3 or more years of Treasury Management experience; preferably in Commercial Real Estate/CIC Preferred Qualifications: + Basic to intermediate knowledge of Microsoft Office applications + Ability to work in a team environment, resolve problems independently, inform management of all issues and work with a sense of urgency while maintaining close attention to detail + Understanding of TM products and services, or commercial banking #LI-Hybrid Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No 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. Compensation Range: $27.40 - $54.33 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.
    $32k-43k yearly est. 12d ago
  • Treasury Management Service Specialist II

    Huntington Bancshares Inc. 4.4company rating

    Akron, OH jobs

    The Treasury Management Service Specialist for Specialized Products has a pivotal role, providing direct support for clients, sales partners, and technical contacts working with specialized products including, but not limited to eBill Present & Pay, Integrated Receivables, and Print & Mail. This role involves ownership of product implementation tasks, establishing goals and milestones throughout specialized product implementations, and tracking progress. The specialist is responsible for servicing and research related to specialized products, identifying and prioritizing issue resolution, and ensuring adherence to timelines and achievement of milestones through a disciplined approach to implementation, service, research, and issue resolution. Key Responsibilities: * Client Relationship Management: * Develop and manage strong relationships with clients utilizing Huntington's Specialized Product solutions, offering ongoing support to ensure evolving needs are met. * Take ownership of service and research inquiries, troubleshoot issues, and resolve any concerns related to the Specialized Products supported. * Identify and engage key partners such as TM product partners, vendors, TM Sales, TM Service, and other technical contacts to resolve issues and provide thought-based solutions. * Communicate proactively with a solution-focused approach to ensure transparency, foster collaboration, and keep stakeholders consistently informed on progress, challenges, and resolution plans. * Compliance & Risk Management: * Ensure that all treasury and cash management processes adhere to the bank's compliance policies, as well as federal and state regulations governing the services supported. * Follow established risk guidelines and ensure a timely resolution to mitigate any customer complaint. * Proactively escalate issues requiring senior management engagement to ensure swift resolution. * Reporting & Analysis: * Create and monitor performance reports. * Leverage insights from these reports to address customer and partner needs effectively and identify opportunities for process improvements. * Cross Department Collaboration: * Collaborate with internal departments, such as Product, Sales, Service & Onboarding, Technical Support, and Operations to address client needs and ensure that service delivery aligns with organizational standards. * Facilitate client meetings to review project status, address questions, and confirm project alignment with client goals. * Overall TM Product & Technology Knowledge: * Maintain up-to-date knowledge on products, services, departmental systems and related technology, policies, and procedures. * Documentation & Communication: * Demonstrate excellent verbal and written communication skills across all levels of the organization. * Continuous Improvement & Process Optimization: * Identify opportunities to enhance onboarding processes and improve client experience. * Assist in modifying training materials, procedural documentation, and process guides to support ongoing improvement. Basic Qualifications: * High School Diploma * 3 or more years of Treasury Management experience Preferred Qualifications: * Strong alignment to Huntington's core values: Can-Do Attitude, Service Heart, and Forward Thinking. * Ability to quickly develop a deep understanding of Huntington's Treasury Management product suite. * Exceptional collaboration skills with the ability to engage cross-functional teams and external partners to drive results. * Demonstrated expertise in onboarding and implementing commercial treasury products, including both technical components and client-facing execution. * Proven Treasury Management background with experience driving complex implementations and delivering results under demanding timelines. * Excellent written and verbal communication skills, including professional grammar and demeanor. * Skilled communicator capable of providing clear, concise direction, resolving challenges, and proactively escalating issues when needed. * Proficiency in Microsoft Office Suite. #LI-Hybrid Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No 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.
    $32k-43k yearly est. Auto-Apply 3d ago
  • Treasury Management Service Specialist II - Commercial Real Estate/CIC

    Huntington Bancshares Inc. 4.4company rating

    Akron, OH jobs

    The Treasury Management Service Specialist II provides support to the Treasury Management Commercial Real Estate/CIC Segment. Prioritizes complex onboarding's and ensures they are completed on time with minimal impact to the customer. Serves as a mentor for new colleagues to learn the TM onboarding process. Prioritizes complex service issues and ensures they are completed on time with recognized accepted resolution by the customer. Responsible for identifying, researching, analyzing and resolving complex problems with regard to TM onboardings and services. Identifies possible cross sell opportunities and enters them in appropriate tracking system for the sales colleague. Responsible for focus and awareness of identifying, assessing and managing risk and adhering to policy and procedure acknowledgements. Duties & Responsibilities: * Provides an advanced level of product and service support to the assigned Treasury Management segment(s). * Responsible for identifying, researching, analyzing and resolving complex problems with regard to the servicing of customers. * Prioritizes service issues and ensures they are completed on time and with a recognized / accepted resolution by the customer. * May perform training or education for customer on specific products. * Acts as internal resource for inquiries. * May recommend process improvements and efficiencies for product and service workflows. * Research, consultation and/or resolution, and policy or procedure interpretation for other internal departments. * Acts as mentor to less experienced Treasury Management Customers Service Specialists. * Performs other duties as assigned. Basic Qualifications: * High School Diploma * 3 or more years of Treasury Management experience; preferably in Commercial Real Estate/CIC Preferred Qualifications: * Basic to intermediate knowledge of Microsoft Office applications * Ability to work in a team environment, resolve problems independently, inform management of all issues and work with a sense of urgency while maintaining close attention to detail * Understanding of TM products and services, or commercial banking #LI-Hybrid Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No 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. Compensation Range: $27.40 - $54.33 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.
    $32k-43k yearly est. Auto-Apply 12d ago
  • National Advice Center Service Specialist II

    Huntington 4.4company rating

    Columbus, OH jobs

    The National Advice Center (NAC) Service Specialist II serves support specialist for Huntington Financial Advisors working with the clients, advisors, and leadership team within the National Advice Center. This position provides service for existing HFA clients with their current investment relationship, proactively calls NAC clients, sets appointments with NAC Financial Advisors, and supports NAC Financial Advisors service needs. This is accomplished through inbound and proactive outbound phone-based client interactions. Duties and Responsibilities: Provide prompt, courteous, and accurate servicing through phone-based client interactions. Deliver an engaging client experience to effectively take care of our client's financial and service needs. Will assist with client directed orders for equities, fixed income and other approved market products. Able to service and troubleshoot the client's digital experience with the firm's online financial planning tools and functionality. Responsible for personal referral goals and client service objectives through inbound and outbound telephone interactions with existing National Advice Center (NAC) clients. High level of proactive outreach to existing NAC client book of business to find opportunities to deepen current wallet share with Huntington Financial Advisors (HFA) and Huntington Bank. Responsible for business development through partnering with NAC Financial Advisor colleagues through referrals to this team. Assists NAC Financial Advisors by processing and maintaining documentation for account servicing or onboarding, resolving discrepancies, and meeting preparation. Ensures adherence to all firm and industry regulations, policies, procedures, and record management requirements. Completes all assigned firm and regulatory training and continuing education by required deadlines. Maintains current knowledge of all available investment and insurance solutions. Perform other duties as assigned. Basic Qualifications: High School Diploma or equivalent 1+ years of related experience in investment industry with a focus on service/sales. FINRA Series 6 and 63 State Health and Life, Series 7 and Series 66 or 63/65 required to be obtained within 120 days of hire Preferred Qualifications: Bachelor's Degree 2-3 years of experience in an investments area Experience developing and leveraging relationships with internal partners remotely and/or over the phone Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up State Health and Life, Series 7, and Series 66 or 63/65 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No 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.
    $31k-41k yearly est. Auto-Apply 11d ago
  • Process Specialist Hours will be Sat thru Tue 7AM - 5:30PM

    Huntington 4.4company rating

    Akron, OH jobs

    Huntington Bank provides lockbox services for commercial and consumer customers. Lockbox services entail the collection and processing of our customers inbound Accounts Receivable payments/deposits. Under direct supervision, the colleagues perform a variety of assignments. Duties & Responsibilities: Operate mail opening/sorting equipment (manual and automated) Batch & deposit creation Data Entry (alpha/numeric) is highly preferred Operate Imaging Equipment Combining and Mailing Customer Info Assists in all functions for completing customer deposits within the customer Service Level Agreement's Standing and sorting mail by zip+4 Performs other duties as assigned. This is an in office position located at 295 Huntington Circle Akron, Ohio Hours will be Sat thru Tue 7AM - 5:30PM Basic Qualifications: High School Diploma required 1 or more years' customer service experience Preferred Qualifications: Bank Operations experience preferred Must work extended hours as needed during peak processing periods Basic to intermediate knowledge of Microsoft Office applications. Ability to work in a team environment, resolve problems independently, inform management of all issues regarding the lockbox processing, and work with a sense urgency while maintaining close attention to detail. Lockbox or check processing experience preferred but not required Bank operations, bookkeeping, Item Processing and or alpha numeric data entry experience a plus Candidate must be willing to work a variety of tasks and operate several types of Mail Extraction and Check Sorting equipment. In a production environment, hours can be longer than the scheduled shift and the candidate may be required to work additional hours over the scheduled shift. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No 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.
    $43k-67k yearly est. Auto-Apply 13d ago
  • COD (Collect on Delivery) Processing Specialist M-F 9am-5:30pm

    Fifth Third Bank, N.A 4.6company rating

    Cincinnati, OH jobs

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Assists with the daily operations of the Collect on Delivery (COD) Team. Performs duties for assigned area(s) by following documented procedures. Cross trains on all COD job functions (e.g., Work Receipt, Batch Prep, Extractions, Insertion, Matching, Expert Matching, and other functions). Communicates and shares all issues with COD Operations Team Lead and/or manager. Provides support for all functions of transactional and processing systems. Support of systems may vary; ensures that all aspects of front-end actions are completed. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES & RESPONSIBILITIES: + Check in and log incoming COD packages by courier arrival time and number of packages. + Document discrepancies in number of packs. + Open COD packages and remove contents for batch prep. + Batch work by package and prepare in trays. + Operation of extraction and capture machinery. + Rejected item MICR line and document repair. + Review transactions for quality control. + Functionality and general system troubleshooting. + Follow documented procedures to determine relationship of check images to COD client information for shipper, center, driver, and consignee. + Match checks to COD client file information based on established business rules. + Perform matching of check images to COD client information for shipper, center, driver, and consignee for prior day unmatched records. + Execute necessary monetary adjustments to internal COD accounts and submits for approval. + Review check images to determine secured funds status based on established business rules. + Approve monetary adjustments to internal COD accounts. + Escalate issues with resolving COD transactions to the COD Operations Team Lead or Manager to ensure timely resolution or reassignment. + Investigate customer inquiries/concerns and independently research and resolve problems. + Set up and operate machinery which is designed to extract items from envelopes at a high speed. + Extract the items and prepare the items for processing. + Meet and maintain production and quality standards as set by the assigned department. + Review, sort, and audit materials as needed. + Complete all assigned paperwork and report on machines productivity. + Perform routine maintenance of machinery. + Perform quality checks and basic troubleshooting of machinery. + Perform general housekeeping on and around machine. + Perform all work in accordance with established safety procedures. + Comply with banking regulations as they relate to customer confidentiality. + Assist with training new employees, as needed. + Coordinate with other areas to ensure deadlines are met. + Perform service calls, interact with service technicians. + Additional duties as assigned. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS & ABILITIES REQUIRED: + High school diploma or equivalent. + Two years of banking/production experience preferred. + Ability to work overtime as required. + Strong written/verbal communication skills. + Demonstrated ability to work in a team environment. + Self-motivated. + Must demonstrate strong analytical and logical reasoning skills for problem solving. + Work requires attention to detail in establishing priorities and meeting deadlines. + Knowledge of systems within Operations preferred. + Strong organizational skills, and ability to multitask. + Strong customer service and employee interaction skills. + Proficiency in Microsoft Office Suite preferred. WORKING CONDITIONS: + Normal office environment with little exposure to dust, noise, temperature. + Extended viewing of CRT screen. + Some operational areas require tolerance to noise produced by processing machinery. + Must be able to lift 30lb. #LI-EG1 COD (Collect on Delivery) Processing Specialist M-F 9am-5:30pm At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45227 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $76k-107k yearly est. 8d ago
  • COD (Collect on Delivery) Processing Specialist M-F 9am-5:30pm

    Fifth Third Bank 4.6company rating

    Cincinnati, OH jobs

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Assists with the daily operations of the Collect on Delivery (COD) Team. Performs duties for assigned area(s) by following documented procedures. Cross trains on all COD job functions (e.g., Work Receipt, Batch Prep, Extractions, Insertion, Matching, Expert Matching, and other functions). Communicates and shares all issues with COD Operations Team Lead and/or manager. Provides support for all functions of transactional and processing systems. Support of systems may vary; ensures that all aspects of front-end actions are completed. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES & RESPONSIBILITIES: Check in and log incoming COD packages by courier arrival time and number of packages. Document discrepancies in number of packs. Open COD packages and remove contents for batch prep. Batch work by package and prepare in trays. Operation of extraction and capture machinery. Rejected item MICR line and document repair. Review transactions for quality control. Functionality and general system troubleshooting. Follow documented procedures to determine relationship of check images to COD client information for shipper, center, driver, and consignee. Match checks to COD client file information based on established business rules. Perform matching of check images to COD client information for shipper, center, driver, and consignee for prior day unmatched records. Execute necessary monetary adjustments to internal COD accounts and submits for approval. Review check images to determine secured funds status based on established business rules. Approve monetary adjustments to internal COD accounts. Escalate issues with resolving COD transactions to the COD Operations Team Lead or Manager to ensure timely resolution or reassignment. Investigate customer inquiries/concerns and independently research and resolve problems. Set up and operate machinery which is designed to extract items from envelopes at a high speed. Extract the items and prepare the items for processing. Meet and maintain production and quality standards as set by the assigned department. Review, sort, and audit materials as needed. Complete all assigned paperwork and report on machines productivity. Perform routine maintenance of machinery. Perform quality checks and basic troubleshooting of machinery. Perform general housekeeping on and around machine. Perform all work in accordance with established safety procedures. Comply with banking regulations as they relate to customer confidentiality. Assist with training new employees, as needed. Coordinate with other areas to ensure deadlines are met. Perform service calls, interact with service technicians. Additional duties as assigned. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS & ABILITIES REQUIRED: High school diploma or equivalent. Two years of banking/production experience preferred. Ability to work overtime as required. Strong written/verbal communication skills. Demonstrated ability to work in a team environment. Self-motivated. Must demonstrate strong analytical and logical reasoning skills for problem solving. Work requires attention to detail in establishing priorities and meeting deadlines. Knowledge of systems within Operations preferred. Strong organizational skills, and ability to multitask. Strong customer service and employee interaction skills. Proficiency in Microsoft Office Suite preferred. WORKING CONDITIONS: Normal office environment with little exposure to dust, noise, temperature. Extended viewing of CRT screen. Some operational areas require tolerance to noise produced by processing machinery. Must be able to lift 30lb. #LI-EG1 COD (Collect on Delivery) Processing Specialist M-F 9am-5:30pm At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45227 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $76k-107k yearly est. Auto-Apply 7d ago
  • Small Business Specialist 3 - Blue Ash area

    Us Bank 4.6company rating

    Operations specialist job at U.S. Bank

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Responsible for demonstrating excellent customer service in accordance with the U.S. Bank Core Values. Provides comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million. Actively deepens existing customer relationships through routine calling and develops new relationship opportunities through business development activities. Combines digital tools with strong human connections to offer solutions to business customers. This job requires outside prospecting and sales activities to grow revenue and achieve the assigned financial targets and growth goals. Other responsibilities include account openings, identifying and opening product solutions and account servicing and maintenance for customers within the segment. Actively develops both internal and external relationships and collaborates with branch partners, centers of influence, clients and other business line partners. Refers clients to Business Banking and/or other U.S. Bancorp areas for additional needs. This role will support the Blue Ash and Kenwood offices. This position also requires two or more hours of driving per week. Basic Qualifications * Bachelor's degree, or equivalent work experience * Typically three or more years of customer service, consultative sales and/or prospecting experience Preferred Skills/Experience * Comprehensive knowledge of applicable bank and branch policies, procedures and support systems * Understanding of banking operations, product knowledge, sales, new business development, customer service/relations, and community relations * Basic knowledge of cash flow management and business credit underwriting * Effective written and verbal communication skills and can convey business recommendations in an effective manner Location Expectations This role requires working from a U.S. Bank location five (5) days per week. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $25.63 - $34.18 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $53k-89k yearly est. 3d ago

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