Universal banker jobs near me - 180 jobs

Back 63d Associate Private Banker - Private Banking COL #31-8231 Columbus, Ohio, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Henderson Rd. OH. Market Columbus Work Hours per Week 37.5 Requirements Minimum of 2 years of private banking, retail banking management, consumer and/or commercial lending experience. Bachelor's degree in business, Finance or Accounting is preferred. Job Description Summary Responsible for providing full-service banking to high-net-worth individuals. Essential Function Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Essential Duties and Responsibilities Meet the credit and depository needs of high-net-worth customers. Call on current customers and prospects to develop new business by promoting bank services and products. Cross-sell all other retail products as well as personal trust, investment management, investment products, financial and estate planning services. Represent the bank in civic, community, and industry function to network and develop additional business. Keep informed of current economic and market conditions and legislation that may affect customer relationships and department banking activities. Assist experienced staff in managing existing book of business Licenses & Certifications Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Technical Skills Proficient in Microsoft Office products including Outlook, Word and PowerPoint. Ability to become proficient in various other systems. Other Skills and Abilities Working knowledge of commercial lending, consumer lending and retail services as it relates to loan policies, documentation, underwriting, and regulatory guidelines. Working knowledge of account opening policies and procedures. Understanding of regulatory guidelines. Working knowledge of the loan application and loan approval process. Working knowledge of credit analysis and lending functions. Knowledge of financial ratios and business principles. Knowledge of financial planning. Familiarity with fiduciary principles and prudent investing concepts. Basic knowledge of income, estate and gift tax principles. Candidate with ties to the area or knowledge of the local market (preferred). Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers. Willingness to learn new skills under guidance of Private Banking team lead. Excellent team player. Willingness to provide a level of service which will clearly differentiate us from our competitors. Full-Time/Part-Time Full-time Area of Interest Wealth Management All Locations Columbus, Ohio, United States

Mechanics Bank is currently searching for a full time Sr. Universal Banker to join our team at our Santa Rose Branch. The Sr. Universal Banker performs the full range of new account transactions according to established procedures. Identifies and closes ethical and appropriate sales and service opportunities for Retail Banking consumer and business customers and prospects, including deposit and lending products, additional banking services and external products through approved partners according to procedure. Performs senior level transactions including, but not limited to, complex account type account opening, account maintenance, customer problem resolution and business lending package reviews. May support teller line transactions, including cash handling and other operational duties such as approving transactions and providing dual control support within the branch as needed. Highly knowledgeable in banking products and services, as well as full compliance will all banking regulations and internal policies and procedures. Delivers excellent customer service and is a significant contributor to the branch sales performance. What you will do: Represents the Bank and its products and services with pride and enthusiasm. Senses and responds to customer needs. Identifies and pursues new or related customer opportunities for additional products and/or services. Provides comprehensive deposit services to individuals, fiduciary, and small businesses in a retail branch. Promotes the full range of deposit and lending products and services that best meets the client's needs. Receives, processes and closes consumer loan and small business loan applications and reviews loan packages for required documentation. Clarifies to customer basic qualifications for the loan(s), rates, terms and conditions. Keeps customer apprised of loan application status. Assists customers with account maintenance, adoption of digital banking channels, and other complex account issues. Deepen relationships and resolve concerns presented by clients. Provides teller line support and performs routine teller transactions as needed. Responsible for maintaining and balancing a cash supply for transactions performed. Reviews client transactions for red flags and fraudulent items. Maintains awareness of current criminal scams used against banking clients. Prevents clients from becoming victims of fraud. Escalates concerns to management for resolution. Maintains compliance with established internal operational standards and Federal and State regulations to protect the interest of the Bank and customers; reviews the work of others for compliance. May lead and direct the activities of Customer Service Representatives and other Universal Bankers. Who you are: High School Degree or GED required. Minimum of 2 years bank operations and sales experience required. Notary license preferred. Excellent interpersonal skills, attention to detail, and customer service. Ability to work independently and collaborate effectively as a team member. Ability to make decisions and review and approve other employee decisions. Extensive knowledge of Bank deposit products and services. Thorough knowledge of Bank's standard loan products. Knowledge of small business and consumer credit principles and practices. Extensive knowledge of alternative Bank services and products and vendor provided products. Ability to persuade, including the value and benefits of using the Bank's services and products. Knowledge of applicable Federal and State banking regulations. #LI-DNI Pay Range: $22.00 - $30.00 hourly Eligible for commission/incentive plans Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire. Benefits package includes[1]: Medical, prescription, dental, and vision coverage for employees and their eligible family members Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits Health Savings Account with employer contribution Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit 401(k) and Roth 401(k) with company contribution 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program Supplemental Health plans, Voluntary Legal and Identity Theft Services 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply) Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. Please view Equal Employment Opportunity Posters provided by OFCCP here. To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.

United Community is looking for a Universal Banker I to deliver exceptional customer experiences while supporting financial wellness. In this role, you will assist with everyday transactions and engage in needs-based conversations to identify solutions tailored to each customer. You'll combine service and sales expertise to strengthen relationships, educate customers on banking tools and technology, and ensure compliance with regulations. This position offers the opportunity to make a meaningful impact by helping customers achieve their financial goals. What You'll Do * Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions, and appointment setting.• Maintain a comprehensive understanding of retail banking products and services.• Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customers' needs, while considering their unique perspectives and priorities.• Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions.• Identify opportunities and make referrals to cross-sell banking products and services to other areas of the bank.• Educate customers on options for managing transactions using technology and all other tools and resources available.• Apply product and service knowledge to effectively solve customer problems.• Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality.• Ensure adherence to banking regulations and internal policies. Requirements For Success Required Skills/Experience/Education: • 1+ years of previous banking, cash handling, or retail experience.• Demonstrated analytical, accuracy, and problem-solving skills.• Strong verbal and written interpersonal communication skills. Conditions of Employment * Must be able to pass a criminal background and credit check * This is a full-time, non-remote position FLSA Status: * Non-Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $32,146.00 - USD $45,185.00 /Yr.

Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation has donated over $8 million to local organizations since its inception in 2003. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank and work: American Banker Best Banks to Work For in 2021, 2022, 2023, 2024 and 2025 Top Workplaces USA national award in 2022, 2023, 2024 and 2025 Newsweek's America's Best Banks 2023 and 2024 Newsweek's America's Greatest Workplaces 2024 and 2025 Forbes America's Best Banks 2024 and 2025 Forbes Best-in-State Banks 2020, 2021 and 2025 TIME's America's Growth Leaders 2026 award winner At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization. Job Purpose The position provides excellent service to customers in accordance with Peoples Bank policies. Will open deposit accounts, handle CSR transactions, sell/cross sell bank products and services, generate and execute consumer loans, and resolves customer service issues. This position engages in sales and service activities in branch locations. Contribute directly to the success of the banking center by recognizing and uncovering opportunities to make sales referrals on products and services. This position will also refer customers to the appropriate source or channel to address their need. Job Duties Deliver superior customer service with a friendly demeanor, can-do attitude, and willingness to help at all times. Develop and retain the customer base, greet by/use name, have knowledge of account ownership, and be responsive and timely with correspondence and problem resolution. Maintain a position of trust and responsibility by keeping all customer business confidential. Maintain balancing and error record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for more difficult errors. Will be responsible for processing complex multi-step transactions. Must have the ability to research and offer solutions to resolve customer issues by using knowledge of the organization to identify helpful resources. Will provide follow up to customer on resolution. Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, and examines checks for endorsement and negotiability. Acquires, uses, and maintains, consumer lending product knowledge and abilities to generate and execute consumer loans, lines and deposit products. Must be self-motivated and assertive with an ability to perform well in a sales environment and interact well with customers and team members in a professional manner. Must possess an ability to turn service encounters into dialogue based meetings where other needs can be uncovered. Consistently meeting or exceed sales referral goals as set by management. Maintain a well develop working knowledge of the complete line of products and services offered. Initiate conversations to uncover customer needs to be capable of effectively referring customers to business partners for the selling and cross-selling bank products and services to customers. Consistently completes required training for all bank and branch policies and procedures. Responsible for interpreting documents such as safety rules, account documents, operating and maintenance instructions, consumer loan documents and procedure manuals. Ability to speak effectively before groups of customers or employees of organization. Define and offer solutions to resolve problems. Uses knowledge of the organization to identify helpful resources. Follow operational standards regarding security, risk management, and compliance. Make sales calls via phone or zoom to clients and/or prospects on a weekly basis to meet calling goals of the branch while recording those calls in the Salesforce. Ability to interpret data to evaluate for acceptable lending ratios and product and service opportunities. Must be able to meet scheduled working hours as designated by manager to ensure effective functionality of the branch to meet client needs. Responsible for meeting Retail Branch Standards which includes dress code. Will perform special projects as assigned. Education, Experience and Job Skills: High School Diploma or GED; Minimum 1-year work related experience in customer service. Ability to work in a fast-paced environment with a high degree of accuracy and close attention to detail. Proficient knowledge of Windows and Microsoft Office software (Notes, Word, and Excel). Excellent verbal and written communication skills. Positive and professional attitude. Proven Team Player. Daily reliable transportation. Role requires consistent standing to perform role. Bending or squatting may also be required to access night drops, coin machines, vaults, ATM, etc based upon the branch set up. Must be able to lift up to 25 lbs. consistently Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Must be able to pass background and credit standards to hold NMLS credentials. Trustworthy and confidential behavior is essential in this role. Basic Qualifications: High School Diploma or GED. Minimum 1-year work related experience in customer service. Daily reliable transportation. Role requires consistent standing to perform role. Bending or squatting may also be required to access night drops, coin machines, vaults, ATM, etc. based upon the branch set up. Must be able to lift up to 25 lbs. consistently. Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Equal Opportunity Employer M/F/Disabled/Vet; If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process, or other inquiries.

State Bank, a growing community bank, has an exciting employment opportunity based out of our Dublin office! We are looking for a Full Time Universal Banker to join our dynamic team of sales and service professionals. We offer an extensive benefits package including competitive compensation, retirement savings plans, medical/dental/vision, company-paid life and AD&D insurance, paid time off, short and long term disability, quarterly incentives, and more! In addition, State Bank strives to give back to the community. State Bank GIVES (Gathering Individuals to Volunteer, Empower and Serve) is a Volunteer program created to provide local non-profit organizations access to State Bank employees who volunteer their time to make a difference in the lives of the people and communities we serve. Apply Today! Equal Opportunity Employer

Job Description Universal Banker II / Loan officer Who we are SMW Financial Credit Union was established in 1953 to assist members' financial needs in a credit cooperative. Our mission is to build trusted relationships and strong financial futures for our members. Membership is open to anyone who lives, works, worships, goes to school, or volunteers in Anoka, Hennepin, Ramsey, or Washington Counties of Minnesota. We play an active role in supporting those communities through volunteerism and financial education. offer everything from home-buying seminars to loan and deposit products, to investment services, to free financial advice to our members. At SMW, you're part of a team that is energetic, hardworking, and dedicated. We're proudly building the best possible team to serve the needs of our members. Our philosophy is member-centric - loyal members are the key to our success, so we are service-oriented team players with strong interpersonal skills, and great attitudes and are adaptable to a changing environment. We hold to the adage “hire for attitude and train for skill.” Founded on the credit union motto of “people helping people,” we look for candidates who want to make a difference. We have the tools and training for the right individuals to live our member-centric philosophy - to build trusting relationships and strong financial futures. Description SMW Financial Credit Union has an immediate need for a Universal Banker II/Loan Officer at our Lino Lakes branch. New hires will receive a $1000.00 sign-on bonus ($500 after 90 days, $500 aftwr 180 days). This position is responsible for establishing and strengthening member relationships by acting as a trusted advisor in identifying sales opportunities beneficial to each member. A Universal Banker II is responsible for opening and closing accounts, originating, underwriting and closing loans, cross selling products and services by providing personal and excellent member service. In addition, this position acts as back-up to the frontline staff as business needs dictate. Minimum Qualifications High School Diploma or GED 2 years of banking and lending experience Background study and credit checks required Proven sales experience Previous experience meeting lending goals Ability and willingness to work out of our Maplewood branch as business needs dictate Proficient knowledge of MS Office Software High degree of accuracy and close attention to detail Excellent verbal and written communication skills Ability to problem solve and multitask in a busy environment while maintaining a member focused professional demeanor. Proven team player Ability to sit or stand for long periods of time The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Job Type: Full-time Benefits: At SMW, we emphasize the importance of teamwork, an ongoing commitment to learning and training, and a positive work environment. Employees receive generous and comprehensive benefits packages which include: 401(k) 401(k) matching Dental/Vision insurance Flexible spending account and health savings account Traditional and High Deductible health plan options available including no-cost plans. Life insurance Paid time off, including Federal Holidays Employee Assistance Program Optional AFLAC supplemental insurance Education and training opportunities Physical setting: Office Schedule: 7.5-8 hour shift Weekend availability, typically once every 5 weeks (Working from home answering phone calls Saturdays 8:45-12:15) Supplemental pay types: Signing bonus Ability to commute/relocate: Lino Lakes, MN 55014: Reliably commute or planning to relocate before starting work (Required) Application Question(s): In your recent work history have you worked for the same employer for at least one year? Do you have access to reliable transportation? Education: High school or equivalent (Required) Experience: Sales: 1 year (Required) Cash handling: 1 year (Required) Banking: 2 years (Required) Microsoft Office: 1 year (Preferred) Work Location: One location, occasionally may work at our Maplewood office.

We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

Job DescriptionDescription: PAX Health is a leading mental and behavioral health organization dedicated to providing comprehensive and compassionate care to individuals facing mental health challenges. Our team of professionals strive to create an environment where mental health is prioritized, stigma is eradicated, and individuals can thrive in their journey towards well-being. The Partner Success Representative is responsible for driving new business and expanding existing partnerships within their assigned territory. This role combines sales and client relationship management, requiring exceptional communication, organization, and a proactive approach. Frequent travel within the region is required to build strong face-to-face relationships with partners. This position is offered in two regional focuses: New Jersey / Philadelphia Representative: Covers South Jersey and Pennsylvania markets Responsible for both new business development and managing existing accounts Focuses on outpatient services, workers' compensation, and neuropsychology services Responsibilities: Prospect and generate new business opportunities through cold calling, research, and networking Qualify leads from campaigns, conferences, referrals, and digital sources Build and maintain a robust pipeline in the CRM Present PAX Health solutions to potential clients and address inquiries Develop and execute a territory growth plan to achieve sales goals Track and report performance metrics regularly Manage relationships with existing partners to drive referrals and expansion Travel locally and regionally ~3-4 days per week, with occasional overnight travel as needed Requirements: Minimum of two years of sales experience required Bachelor's degree preferred Healthcare, menta/behavioral health or medical sales experience preferred Candidates with strong sales experience from other industries will be considered Experience working with CRM systems required Strong verbal and written communication skills Comfortable with cold calling, relationship-building, and consultative selling Goal-oriented, persuasive, and self-motivated Strong time management skills with the ability to multitask and prioritize Valid driver's license and willingness to travel locally and regionally ~3-4 days per week with occasional overnight stays Compensation & Incentives: Base salary: $50,000 annually Incentive plan: Commission tied to total referrals and revenue after conversion Physical Requirements/Work Environment: The physical demands described here are representative of those that must be met by an individual to successfully perform the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties. Combination of remote work and in-person travel within the territory Dynamic, collaborative startup environment Occasional lifting up to 25 lbs. may be required

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

A customer service representative, or CSR, will act as a liaison, provide product/services information and resolve any emerging problems that our client accounts might face with accuracy and efficiency. The best CSRs are genuinely excited to help customers. They're patient, empathetic, and passionately communicative. They love to talk. Customer service representatives can put themselves in their customers' shoes and advocate for them when necessary. Customer feedback is priceless, and these CSRs gather that for us. Problem-solving should also come naturally to our customer care specialists. You should be confident in troubleshooting and investigating if do or don't have enough information to resolve customer complaints. Tax preparation software is one of the most popular income tax services during tax season. The software is designed to guide users through their tax returns step-by-step. Responsibilities • Inbound phone and video customer service/technical support. Handle technical support questions via phone, with video capability. • Research, analyze and determine an appropriate course of action for tax customers. • Interact with customers via phone focusing on software navigation questions as well as assisting the customer with locating prior years' returns and amendments. • Serve as an ambassador for the Intuit brand; take a caring and empathetic approach to customer interactions and/or escalation to a higher level of expertise. • Document all issues, resolution and follow up actions Requirements Track record of over-achieving quota Strong phone contact handling skills and active listening Familiarity with CRM systems and practices Customer orientation and ability to adapt/respond to different types of characters Excellent communication and presentation skills Ability to multi-task, prioritize, and manage time effectively High school diploma Benefits This is NOT paid training. However, we WILL cover the cost of the Training Certification Course. Once you've passed the software certification course with a passing score, PAID services will begin. You MUST make the time to train and pass. You MUST have a working computer and internet connection at home. If you cannot make time to train, DO NOT APPLY.

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

The customer service representative will be responsible for answering client inquiries, provide product information, and help the customer by being informative, empathetic, and eager to quickly solve a customer's problem. Must be willing to listen, learn, and resolve any customer inquiry. Customer Service Job Duties and Responsibilities Excellent customer care and focus; ability to assess customers' needs and provide the correct answer, path, troubleshooting, or method for a positive customer experience Answer and manage incoming calls, emails, chats, and/or interactive voice response systems Ability to learn and follow all customer service procedures and policies Strive to meet and go above personal and team target goals Record, organize and file customer interactions and account changes Able to up-sell if needed Able to schedule call back and appoints to resolve customer needs Customer Service Job Requirements and Qualifications Previous experience in customer support, client services, sales, or a related field Excellent at communicating over the phone and other communication platforms Basic computer skills and experience Able to multitask Excellent time management and prioritization skills Ability to listen actively, relay information, and answer questions and/or concerns. Customer-focused for positive customer experience and resolution Benefits Health Insurance (dental and vision included) Excellent retirement plan Tremendous upward mobility into other positions and management Flexible hours Remote Position(s) available (work from home)

COMPLETE FIRST & FOLLOW THE ONBOARDING STEPS BELOW Answer incoming calls from customers to take orders, answer inquires and questions, handle complaints, troubleshoot problems, and provide product information. Education and Experience high school diploma or equivalent proficient in computer applications knowledge of customer service principles and practices some experience in a call center service MUST HAVE PC/Laptop Headset Hard Wired Internet Pass a background Check ($30) Quite Place To Work BEFORE WE PROCESS YOUR APPLICATION YOU MUST BE ACCEPTED AS AN AGENT WITH OUR COMPANY. TO DO SO PLEASE FOLLOW THE STEPS BELOW ! STEP 1 https://link.arise.com Start your account, when it asks for a referral code- ENTER (3449185) STEP 2 When it asks which contractor type, choose service partner and enter (880541638-FEIN#) Stokes Management & Solutions Once your Approved IT SHOULD SAY PENDING, this will ensure youre registered properly. STEP 3 Text DONE TO 470-227-1699 WITH YOUR FULL NAME YOU WILL THEN BE APPROVED THROUGH THE COMPANY AND CAN PROCEED WITH SIGNING YOUR CONTRACT DOCUMENTS. ONCE DOCUMENTS ARE SIGNED THERE WILL BE A BASIC ASSESSMENT TO COMPLETE (dont let this scare you, its very basic). It will take 24 hours after you have completed your assessment for Arise to link it to your account. VERY IMPORTANT: If you do not have equipment to start, we partner with a company that offers very affordable equipment as well as payment plans. Click the link here to purchase https://wahequipmentsolutions.com/smsstaffing This position is totally REMOTE. Training 2-4 weeks. You must have your own equipment. Background check required, as you will deal with clients personal information. www.sms-staffing.com

Associate Bank Recruiter (1099) - Remote (Rockport, TX) - Job # 3433b Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & San Antonio, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position The Symicor Group (a bank-only recruiting firm comprised of former bankers) is seeking an experienced Recruiter with a demonstrated ability to call back and work with candidates who have applied for a bank position. The incumbent will act as a subject matter expert to gain the trust and respect of candidates and bank clients. You will interview bank candidates and prepare successful candidates for submission to our client banks across the nation. This individual will work with recruiters, senior management, hiring managers, and local Human Resources staff to develop and execute sourcing plans based on business needs. Recruiter responsibilities include: Scan current bank clients' list of job openings and match them to Symicor Group's over 14,000 bankers across the U.S. Screening and identifying talent through Symicor Group provided passive and active sources including postings, social networking, internet research, etc. Convey and leverage your banking knowledge to Symicor Group candidates Effectively promoting The Symicor Group brand across numerous markets and professional communities. Acting as primary communication point with candidates from initial contact point to interview. Who Are You? You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Five or more years of experience in Banking Recruiting experience in a financial institution. Proven experience building and maintaining pipelines. Knowledge of Bullhorn ATS System a plus! Persuasive interviewer who has practice in various interview techniques. Creativity and resourcefulness to identify and leverage the resources, information, and assistance needed to solve client problems. Strong and proven long-term relationship builder with proven sales ability and influencing skills. Strong knowledge of banking positions and skills required across various job families. Proficient with MS Office, Outlook, web-based recruiting systems, internet tools, and direct sourcing methods. General knowledge of recruitment policies and practices. Knowledge of applicable Employment Laws including Diversity Legislation, FLSA, VEVRAA, etc. The next step is yours. Email us your current resume along with the position you are considering to: ************************

The Middlefield Banking Company is a full service FDIC-insured commercial bank and LPL Financial brokerage headquartered in Middlefield, Ohio. We have 22 branches serving Beachwood, Chardon, Cortland, Dublin, Garrettsville, Mantua, Middlefield, Newbury, Plain City, Powell, Orwell, Solon, Sunbury, Twinsburg, Westerville, Bellefontaine, Marysville, Ada, and Kenton. The Bank also operates a Loan Production Office in Mentor, Ohio. Dating back to 1901, The Middlefield Banking Company has been a leader in delivering quality personal financial service to its communities. We are continually recognized as one of the most profitable community banks in the U.S. If you are you seeking an opportunity to learn more or have a desire to start or advance your career in the banking industry, the Middlefield Banking Company is looking for enthusiastic team members to join our team! Summary of Teller Duties: The Teller provides exceptional customer service to new, potential and existing customers. A Teller is responsible for receiving and processing all transactions for customer related business, but not limited to check cashing, deposits, loan payments, safe deposit rent payments, sales of negotiable instruments and processing wire transfers. Tellers are expected to support and promote all bank products and services while conversing with customers, by referrals generated through IQ Leads, and referrals to the Financial Consultant and/or Licensed Bankers. To be successful as a Teller at Middlefield Bank: · Experienced and knowledgeable in cash handling skills · Outstanding customer service skills · Proficient with Microsoft Office and data entry skills · Works with Integrity and Honesty in a team atmosphere Background Check and Credit Check Notice: As part of our standard hiring process, The Middlefield Banking Company conducts background checks and credit checks on all potential employees. This is done to ensure the safety and security of our workplace, as well as to assess an individual's eligibility for certain roles that require financial responsibility. Any job offer made will be contingent upon the successful completion of these checks. The Middlefield Banking Company is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, pregnancy, veteran status or any other protected characteristic as outlined by federal, state, or local laws.

Title: Virtual Bank Teller Duration: Contract to Hire Our client, a leading digital bank, has an immediate need for Virtual Bank Tellers. The Virtual Bank Tellers will demonstrate excellent decision-making abilities, mitigate risk and ensure contractual Service Level Agreements are adhered to. This role also serves as part of the Digital Support Team by fielding all incoming customer phone calls and various forms of digital communication from clients. This position is responsible for solving customer issues, performing various account maintenance requests and providing additional support as necessary to create a seamless one touch resolution for each customer. This role also requires a high level of dedication to providing excellent customer service both over the phone and through various digital channels. This position requires schedule flexibility in order to meet the Company's scheduling demands of a 24/7/365 Contact Center. ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES: • Efficiently answer inbound calls, secure messages and other communications from digital bank clients. • Accurately manage communication for new digital bank customers related to new account onboarding. • Solve problems and answer questions; listen to and anticipate clients' needs in order to completely and accurately resolve their issue on first contact, reporting problems in systems and identifying client impacting situations proactively • Utilize numerous programs and systems to investigate, troubleshoot and resolve client tickets and inquiries. • Actively participate in testing of bank environments, validation of data and use of systems to adequately verify new code and enhancements are fully vetted. • Monitor Digital Bank applications and decision based on structured account onboarding procedures while adhering to respective regulations and policies. • Complete all transactions with accuracy and within guidelines, policies or procedures, exercising discretion and independent judgement. • Develop oneself professionally by participating in training, engaging in self improvement initiatives and skill-building activities to enhance product knowledge, systems knowledge, sales and client relations skills. • Actively participate in coaching and feedback sessions by setting goals and achieving results. • Proactively take advantage of opportunities to become more involved with job training on processes or procedures through daily job functions. • Perform all other related duties as required or assigned. QUALIFICATIONS: • Associate's Degree or equivalent experience in a related field • Experience working within a Bank or Credit Union in a customer service role (Bank Teller, etc.) • Working knowledge of computer hardware and software systems, and diagnostic utilities • Expert communication and documentation skills, both verbal as well as written • Strong technical training skills and detail oriented • Exceptional interpersonal and client engagement skills • Proven analytical and problem solving abilities • Ability to prioritize work to meet deadlines • Maintain flexibility in schedule to allow for occasional travel

Handshake is recruiting Bank Tellers Professionals to contribute to an hourly, temporary AI research project-but there's no AI experience needed. In this program, you'll leverage your professional experience to evaluate what AI models produce in your field, assess content related to your field of work, and deliver clear, structured feedback that strengthens the model's understanding of your workplace tasks and language. The Handshake AI opportunity runs year-round, with project opportunities opening periodically across different areas of expertise. Details The position is remote and asynchronous; work independently from wherever you are. The hours are flexible, with no minimum commitment, but most average 5-20 hrs The work includes developing prompts for AI models that reflect your field, and then evaluating responses. You'll learn new skills and contribute to how AI is used in your field Your placement into a project will be dependent on project availability-if you apply now and can't work on this project, more will be available soon. Qualifications You have at least 4 years of professional experience in one or more of the following types of work. The examples below reflect the types of real-world responsibilities that you might have had in your role that will give you the context needed to evaluate and train high-quality AI models Handle financial transactions by receiving and verifying deposits, cashing checks, and balancing cash drawers. Monitor bank vaults, process various account transactions, and resolve discrepancies. Provide customer service by answering inquiries, promoting bank products, and assisting with account-related issues, ensuring accuracy and compliance with banking regulations. You're able to participate in asynchronous work in partnership with leading AI labs. Application Process Create a Handshake account Upload your resume and verify your identity Get matched and onboarded into relevant projects Start working and earning Work authorization information F-1 students who are eligible for CPT or OPT may be eligible for projects on Handshake AI. Work with your Designated School Official to determine your eligibility. If your school requires a CPT course, Handshake AI may not meet your school's requirements. STEM OPT is not supported. For more information on what types of work authorizations are supported on Handshake AI.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. 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

Job Description Title: Interactive Teller Reports to: Interactive Teller Supervisor Supervises: None Status: Non-Exempt Objective The Interactive Teller will provide service support to Member transaction needs via multiple channels in a manner that is professional, friendly, and compliant with all policies and procedures. In doing so, the Interactive Teller will proactively recommend and refer new and alternative financial services to Members that best fit their financial needs. Duties and Responsibilities Responsible for basic and complex member service ITM directed interactions related to member accounts including but not limited to Deposits, Withdrawals and Payments Account information Share Drafts Share Certificates Money Markets IRA's Share and Lending Rates and Terms Shared Branching Monitor transactions to avoid losses to Member and KEMBA from fraud Identify and recommend new and alternative services to Members that will properly fit their financial needs Meet or exceed assigned service and productivity goals established for this position Perform all duties in a manner that is 100% compliant with KEMBA policies and procedures Provide friendly and member centric service for all requests Assist other Interactive Tellers with work as needed Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures On a self-directed basis, continue to improve individual level of competency through training and certification on established educational programs Must be able to relate to other people beyond giving and receiving instructions: Can get along with coworkers or peers without exhibiting behavioral extremes Perform work activities requiring negotiating, instructing, supervising, persuading, or speaking with others Respond appropriately to criticism from a supervisor Performs other duties as required by management Required Qualifications High school diploma or equivalent Prior teller experience or equivalent Prior experience in a sales/customer service environment Strong organizational skills and attention to detail Must value a high degree of accuracy Professional demeanor and ability to be “On Stage” for extended periods maintaining a positive attitude Excellent communication skills with appropriate grammar Basic PC skills (Windows) Willing to work a flexible schedule Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of the job, the employee is regularly required to sit; use hands to manipulate, handle, feel, and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. #VBTKMB