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Preferred Banker II
First Financial Bank, Mason
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply.The Preferred Banker is responsible for developing, defining, and executing the First Financial Bank strategy while working with key partners across the Bank as the primary relationship lead, especially within the Wealth and Investment Division (i.e. Yellow Cardinal). Preferred Bankers drive the success of the stated goals and objectives of the Consumer Bank strategy by proactively engaging and pursuing activities that provide holistic financial solutions for clients within the affluent segment that lead to long-term relationships. Preferred Bankers oversee the attracting, retaining, and growing of client relationships through personalized client plans and fostering a trusted advisor relationship through First Financial Bank's products, with a wide array of banking and investment services.Job DescriptionEssential Functions/ResponsibilitiesActively manages client relationships acting as the first point of contact for assigned client relationships, being the client's personal advocate across the organization, adding value and service through the ability to identify client needs by developing personalized plans for clients, analyzing customer information, defining goals, and building a strategy and plan in order to make recommendations.Drive and build trust through timely and relevant communication, documenting progress, executing efficiently, and delivering on the established plan with the client.Develop strong business relationships with key partners (i.e. Yellow Cardinal) focusing on deepening client relationships, finding new opportunities, and sharing client relationships, making the needed introductions and referrals to appropriate business partners.Leverage internal partners, external contacts, and centers of influence as sources for new client opportunities for First Financial Bank within their assigned District(s) and Region.Integrate well into the community, developing outside sales opportunities by being visible through active participation in community groups. Discover and support site-specific events open to the community.Maintain proficiency in product knowledge and comprehensive solutions that First Financial Bank offers that involve deposit, credit, and investment components.Proactively sets calling strategies within the Region to follow up on leads to establish opportunities that drive new connections and opportunities that lead to new clients, anchored with a core checking account or operating account.Participates in bank marketing and sales promotions, especially within the District and assigned Region; contributing to initiatives and programs designed to promote organization's strategic priorities.Maintain and complies with all bank, loan, and regulatory guidelines and policies.Be the point of contact for local bankers, specialists, and partners, providing coaching, feedback, and knowledge on how a Preferred Banking relationship can benefit clients and business owners.Actively seek opportunities to develop and maintain their book of client relationship to be the primary connection and advocate for clients and business owners by listening, educating, advising, and guiding them towards their financial goals.Engage consistently the Region's Business Specialists and Commercial Officer to assist and develop opportunities with existing business owner clients and external prospects, being the point of contact for small to mid-size company owners that can benefit from an advisory-based relationship with a Preferred BankerModel the way and take a proactive approach with peers and teammates within the District and Financial Centers to improve knowledge and execution in engaging affluent clients and uncovering opportunities.Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job5-8 years experience in banking and/or in the financial services industry working with clients.5-8 years sales and service experience with previous success in achieving sales and service goals related to working with customers within First Financial.Bachelor's Degree or equivalent experience.Demonstrate strong product knowledge related to banking products, services, and credit solutions for consumer clients.Familiarity with financial planning, investment products, and wealth solutions.Excellent interpersonal, verbal, written communication, organizational, and time management skills.Ability to manage multiple tasks/projects and deadlines simultaneously.The ability to work well independently with limited direct supervision and in a team environment.Preferred Knowledge and SkillsObtained FPQP® equivalent or higher with a desire to pursue advanced professional financial designations (CFP®, CWS, ChFC, etc.)Level of Complexity and ScopeHandles routine and moderately complex issues and clients. Escalates highly complex issues and clients to upper management.Degree of Independence and Decision-MakingRegularly follows established guidelines and works with a moderate degree of supervision.Autonomy to make decisions outside of normal guidelines which may require upper management approval.Required Supervisory ResponsibilitiesNo direct supervisory responsibilities.May act as a mentor/resource for lower level Preferred Bankers.Physical RequirementsOccasionally lifts and carries up to 20 lbs.Frequently lifts and carries up to 10 lbs.Occasionally walks.Frequently sits, stand, drive, and navigate a typical office environment.Compliance StatementThe associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.Development and TrainingIt is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.We are an E-Verify Employer.
Business Banking Director
American Cybersystems, Inc., Dublin
Innova Solutions is immediately hiring for a Position type: Duration: < 3+ Months > Location: As a(n) you will: Business Banking Director to join our team. The Business Banking Director will play a crucial role in developing and managing banking products, services and support designed to meet the unique needs of small businesses. This role requires a deep understanding of the small business market, to identify opportunities, develop strategies, and execute initiatives that drive growth and profitability. The role will drive greenfield development of a 5-year strategic roadmap, gaining consensus with stakeholders on the resourcing requirements, business goals and organizational needs. Essential Duties Co-own the business case and five-year financial roadmap with business banking leadership including: Develop the business case in partnership with key stakeholders and ensure all inputs are sound and vetted Measure progress compared to targets, and influence stakeholder engagement to develop action plans as needed Proactively identify and manage risk to the plan (through matrix management), and escalate concerns to lending leadership and/or Executive Leadership Team Co-own the tech solution requirements with the functional owners to ensure the needs of the small business owners are met Represent and influence the needs of the small business banking segment to the organization Products and services o Channel expectations Conduct market research and analysis to identify emerging trends and opportunities in the small business banking segment Collaborate with internal stakeholders, including marketing, sales, and loan operations teams, to develop and execute business banking product strategies that align with the company's overall goals Define and prioritize product features and enhancements based on customer needs, market demand, and competitive landscape Manage the end-to-end product development lifecycle, including ideation, requirements gathering, prototyping, testing, and launch Work closely with cross-functional teams to ensure successful implementation and adoption of new products and services Monitor product performance and conduct regular analysis to identify areas for improvement and optimization Develop pricing strategies and profitability models for business banking products and services Stay abreast of industry trends, regulatory changes, and competitive landscape to inform product roadmap and strategy Act as a subject matter expert for business banking products, providing guidance and support to internal teams and external stakeholders Collaborate with the marketing team to develop effective go-to-market plans, product positioning, and promotional materials Functional Competencies Strategic thinker provides environmental context, rationale and fact-based support in making strategic recommendations. Able to engage effectively with senior stakeholders. Demonstrates knowledge, preparedness, confidence, curiosity, and openness to feedback in leadership interactions. Strong influencing skills, knows how to navigate, drive decisions and execute across function and level Exceptional analytical and problem-solving skills, with the ability to leverage data and insights to drive decision [1] making. Excellent project management skills, with the ability to prioritize tasks and meet deadlines in a fast-paced environment. Strong communication and presentation skills, with the ability to effectively articulate complex ideas to both technical and non-technical audiences. Collaborative mindset and ability to work cross-functionally with teams at all levels of the organization. Knowledge of regulatory and compliance requirements related to small business banking products. Passion for innovation and staying ahead of industry trends. Competencies Managing Self - Personal Effectiveness & Expertise Demonstrates in-depth knowledge and expertise related to individual's role. Knows when and how to find and use sources to achieve optimal results. Develops and builds functional expertise. Understands and executes core activities of function. Takes ownership for competency development of team members. Demonstrates professionalism in all interactions. Work Ethics, Values & Integrity Demonstrates and supports the organization's ethics and values. Plays a key role in shaping organizational ethics and values by communicating and consistently exemplifying them. Ensures that standards and safeguards are in place to protect the organization's integrity. Demonstrates commitment to member, membership and organization. Acts as an organizational ambassador by professionally representing Client within and outside of the credit union. Working with Others - Communication Demonstrates ability to present with impact and communicate effectively. Listens to others, communicates articulately, and fosters open and honest communication. Is concise and persuasive orally and in writing. Listens to what is said and is appropriately sensitive to the reaction of others. Engages team members in open dialogue that leads to better outcomes. Teamwork & Collaboration Effectively collaborates with others to achieve organizational goals. Works across departments to provide high quality member service and escalates issues to solve problems. Communicates accurate and timely information to key stakeholders, and models professionalism, openness, and respect. Breaks down barriers (structural, functional, cultural) between teams, facilitating the sharing of expertise and resources. Works in the best interest of the credit union. Managing Others - Team Development Builds a high performing team with deep expertise and enthusiasm to help the member/team member. Provides coaching and training to meet team member development needs and communicates accurately and timely information to team. Provides effective performance feedback constructively, appropriately, and timely. Delegates and inspects effectively, making the best use of skills and resources. Develops staff to their full potential. Is accountable for team performance and helping others achieve excellent results. Inspires team members. Cultivates a feeling of energy, excitement, and optimism in the team. Creates an environment where team members consistently achieve improved team performance and productivity. Fosters organizational culture through hiring, developing, recognizing, and rewarding talent to increase team member and member engagement for a sustainable competitive advantage. Achievement or Results Organizes resources to accomplish objectives in the most effective and efficient way. Delivers results consistent with strategic and tactical plans and organizational culture. Delivers results on time and according to the agreed upon standards. Demonstrates strong inspection and follow through skills. Leverages resources and influences to achieve outcomes. Ensures that others prioritize and organize their work to achieve set objectives. Encourages feedback on individual and team performance and makes improvement accordingly. Effectively sets expectations and monitors the performance of their department, people, and processes. Managing the Business - Problem Solving & Decision Making Identifies problems, involves others in seeking solutions to enhance operations, conducts appropriate analyses, and searches for best solutions. Responds quickly to new challenges. Acts with integrity in all decision making. Distinguishes relevant from irrelevant information and makes timely sound decisions. Aligns decisions with the member in mind to create value for the membership. Service Excellence Provides exceptional service to internal team members and external members. Models and acts with a sense of urgency to improve the experience of the members and membership. Advocates for the members and trains and empowers the team to be superior members and team advocates. Within span of responsibility, identifies and implements processes that are hassle free and provide superior value to get members on the path to financial freedom. Advocates for others and aligns with the credit union philosophy. Creativity & Innovation Creates opportunities for creative thinking and sharing of best practices among team members. Generates new ideas, solutions or approaches to ongoing challenges. Solves complex problems consistent with the things that are integral to member centricity. Evaluates and simplifies, where able, processes and workflows. Is always focusing on continuous improvement. Planning & Organizing Sets goals and targets for self and team. Develops, implements, evaluates and adjusts plans to reach goals, while ensuring the optimal use of resources. Prioritizes the delivery of work. Produces realistic and achievable work plans. Develops back-up plans to handle potential obstacles. Breaks activities into smaller components to facilitate completion. Negotiates commitments or deadlines as circumstances dictate, ensuring "no surprises" at the expected completion. Evaluates the extent to which objectives have been achieved. Delivers own workload in an organized and time efficient manner. Minimum Qualifications Bachelor's degree in business, finance, or a related field (MBA preferred). Proven experience (8+ years) as a product manager or segment manager in the banking or financial services industry, with a focus on business banking. Strong understanding of the small business market, including the unique needs and challenges faced by entrepreneurs. Demonstrated track record of successfully launching and managing banking products and services. Physical Activities/Requirements This position is in Dublin HQ but may be considered for hybrid work Disclaimer *This Job is not designed to cover or contain a comprehensive listing of activities, duties and responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice.Qualified candidates should APPLY NOW for immediate consideration! Please hit APPLY to provide the required information, and we will be back in touch as soon as possible. We are currently interviewing to fill this and other similar positions. If this role is not a fit for you, we do offer a referral bonus program for referrals that we successfully place with our clients, subject to program guidelines. ASK ME HOW. Thank you! Simran Gwalani Sr. Technical Recruiter PAY RANGE AND BENEFITS: Pay Range*: $70/hr - $85/hr on W2 *Pay range offered to a successful candidate will be based on several factors, including the candidate's education, work experience, work location, specific job duties, certifications, etc. Benefits: Innova Solutions offers benefits( based on eligibility) that include the following: Medical & pharmacy coverage, Dental/vision insurance, 401(k), Health saving account (HSA) and Flexible spending account (FSA), Life Insurance, Pet Insurance, Short term and Long term Disability, Accident & Critical illness coverage, Pre-paid legal & ID theft protection, Sick time, and other types of paid leaves (as required by law), Employee Assistance Program (EAP). ABOUT INNOVA SOLUTIONS:Founded in 1998 and headquartered in Atlanta, Georgia, Innova Solutions employs approximately 50,000 professionals worldwide and reports an annual revenue approaching $3 Billion. Through our global delivery centers across North America, Asia, and Europe, we deliver strategic technology and business transformation solutions to our clients, enabling them to operate as leaders within their fields. Recent Recognitions: One of Largest IT Consulting Staffing firms in the USA - Recognized as #4 by Staffing Industry Analysts (SIA 2022) ClearlyRated® Client Diamond Award Winner (2020) One of the Largest Certified MBE Companies in the NMSDC Network (2022) Advanced Tier Services partner with AWS and Gold with MS Website: https://www.innovasolutions.com/ Innova Solutions is an Equal Opportunity Employer and prohibits any kind of unlawful discrimination and harassment. Innova Solutions is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment on the basis of race, color, religion or belief, national origin, citizenship, social or ethnic origin, sex, age, physical or mental disability, veteran status, marital status, domestic partner status, sexual orientation, or any other status protected by the statutes, rules, and regulations in the locations where it operates. If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment, please contact us at [email protected] or (770) 493-5588. Please indicate the specifics of the assistance needed. Innova Solutions encourages all interested and qualified candidates to apply for employment opportunities. Innova Solutions (HireGenics/Volt) does not discriminate against applicants based on citizenship status, immigration status, or national origin, in accordance with 8 U.S.C. § 1324b. The company will consider for employment qualified applicants with arrest and conviction records in a manner that complies with the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring Ordinance, and other applicable laws.
Personal Banker I
Civista Bank, Beachwood
Civista BankDescription:Position Purpose:A Personal Banker I (PB I) is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financial goals. The PB I also provides sales, service and operational support to the retail banking team. The PB I demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve.Key Accountabilities, Responsibilities and Expectations:Daily engagement of customers to build relationships. This entails processing transactions, assessing needs, recommending products, referring partners to customers, thus creating an exceptional customer experience. Develop an expansive knowledge of products and services to fulfill customer needs; open new accounts, perform maintenance, meet cross sell goals and solve problems daily. Dedication to daily personal growth through active learning. Adapting to new procedures and systems to grow the organization and the team.Ensuring operational tasks are followed & completed daily.Execute customer requests with speed and accuracy.Maintain cash levels and outages within the parameters of the established guidelines.Constant, consistent communication internally and externally. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank.Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements:Qualifications, Knowledge and Skills:2-3 years of previous teller experience required.Excellent oral, written and presentation skillsDetail oriented with the ability to work under deadlines with frequent interruptions.High School diploma or equivalent required.Above average knowledge of technology and willingness to adapt to new software technologies.Ability to work under deadlines with frequent interruption.Physical Requirements:Work involves eye strain due to the constant use of computer screens, reading of reports and so forth.Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions.Work involves lifting and moving objects up to 50 lbs.Work involves ability to read, hear, write, and communicate professionally both in person and via telephone.Work involves some travel to attend meetings, training, and so forth.Pay Transparency Nondiscrimination Provision: https://www.dol.gov/agencies/ofccp/postersEqual Opportunity Employer EEOC M/F/D/VThis Position Description is not a complete statement of all duties and responsibilities comprising this position.Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.PI238337803
Personal Banker I
Civista Bank, Sandusky
Civista BankDescription:Position Purpose:A Personal Banker I (PB I) is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financial goals. The PB I also provides sales, service and operational support to the retail banking team. The PB I demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve.Key Accountabilities, Responsibilities and Expectations:Daily engagement of customers to build relationships. This entails processing transactions, assessing needs, recommending products, referring partners to customers, thus creating an exceptional customer experience. Develop an expansive knowledge of products and services to fulfill customer needs; open new accounts, perform maintenance, meet cross sell goals and solve problems daily. Dedication to daily personal growth through active learning. Adapting to new procedures and systems to grow the organization and the team.Ensuring operational tasks are followed & completed daily.Execute customer requests with speed and accuracy.Maintain cash levels and outages within the parameters of the established guidelines.Constant, consistent communication internally and externally. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank.Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements:Qualifications, Knowledge and Skills:2-3 years of previous teller experience required.Excellent oral, written and presentation skillsDetail oriented with the ability to work under deadlines with frequent interruptions.High School diploma or equivalent required.Above average knowledge of technology and willingness to adapt to new software technologies.Ability to work under deadlines with frequent interruption.Physical Requirements:Work involves eye strain due to the constant use of computer screens, reading of reports and so forth.Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions.Work involves lifting and moving objects up to 50 lbs.Work involves ability to read, hear, write, and communicate professionally both in person and via telephone.Work involves some travel to attend meetings, training, and so forth.Pay Transparency Nondiscrimination Provision: https://www.dol.gov/agencies/ofccp/postersEqual Opportunity Employer EEOC M/F/D/VThis Position Description is not a complete statement of all duties and responsibilities comprising this position.Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.PI238799026
Consumer Banker III (Mount Healthy)
First Financial Bank, Cincinnati
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply.Job Profile SummaryThe Consumer Banker will work with existing FFB clients and prospect for new FFB clients to deepen client relationships by both booking business directly and by referring, as appropriate, to internal business partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management.Job DescriptionEssential Functions/ResponsibilitiesPerform necessary functions necessary to open accounts, perform maintenance.Run a Teller drawer as deemed necessary by managementSupport client engagement through active calling, client conversations, and follow up.Daily activities that align with The First Financial Bank Experience (FFB Experience), including but not limited to:Partner with appropriate internal constituencies to bring appropriate level of expertise to the client whether it is service or solution relatedEnsure client follow up calls are conducted in the proper time frame.Maintain all operational and risk management standardsOther duties as assigned to assist clients transact business within the branch, drive-thru, by phone and email.Model the way for peers and coworkers aligned with First Financials Mission and Values.The CB is responsible for adherence to all compliance and regulatory procedures.Tracks, reports and communicates business results and activities to their FCMPartner with the District Specialists to execute against retail strategies and objectives to attract, retain and grow core client relationships, fulfill client's financial needs and provide a fIRST Class Client Experience.Function as client's personal trusted advisor by adding value and building deep client relationships by utilizing the First Client Conversation Model.Participate and lead in the First Financial Bank Experience by being active in site center huddles and meetings to support sales and service activities.Consistently meet or exceed sales, service and referral goals as set by management, by effectively collaborating as a team, the District and with lines of business in an effort to assist clients meet their dedicated financial needs.Provide digital assistance and service for clients establishing or in need of support in utilizing the bank's online offering.Stay informed and up to date on all bank products, processes and procedures and procedures; especially those that are most complex.Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job3-4 years of experience in coaching and/or mentoring in a retail environment.3-4 years of personal experience in sales and service with previous success in achieving sales and service goals in a retail environment.3-4 years demonstrated prior success with achievement of performance goals.High school diploma or general education degree (GED) required.4-5 years related experience and/or training; or equivalent combination of education and experience.Preferred Knowledge and SkillsAssociate's or Bachelor's degree and/or equivalent banking work experience preferred.Level of Complexity and ScopeAbility to serve a wide variety of client needs according to bank policy and procedures.Ability to lead teams as needed.Ability to lead outside sales efforts.Degree of Independence and Decision-MakingWorks with limited supervision.Follows established guidelines.Applies guidelines with proficiency.Collaborates with senior role or Supervisor.Uses subject-matter expertise to advise others.Required Supervisory ResponsibilitiesSupports the management needs for the FCMSupports the management needs of market leadershipPhysical RequirementsOccasionally lifts and carries up to 50 lbs.Frequently lifts and carries up to 10 lbs.Frequently sits, stands, walks and drivesCompliance StatementThe associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.Development and TrainingTransaction Processing & Regulatory UnderstandingClient Conversation Workshop 1.0Client Conversation Workshop 2.0Consumer Banking Certification: Intro to Networking, COI and Community DevelopmentConsumer Banking Certification: Business Management Tool & Resources (FirstForce Training)Consumer Deposit Certification: Regulatory, Risk, Legal & FraudConsumer Lending Certification: Loan Application and CommunicationConsumer Lending Certification: Regulatory, Risk, Legal & FraudConsumer Deposit Certification: Estates, Trusts & Power of AttorneysConsumer Lending Certification: Understanding Credit Reporting, DTI, T-ChartConsumer Lending Certification: Understanding Underwriting & ProcessingConsumer Lending Certification: Understanding Tax Returns, Financial Statements & SchedulesSmall BusinessBusiness Deposit Certification: treasury, Public Funds, IOLTA/IOTA, DACASmall Business Client ConversationBusiness Lending Certification: Intro Understanding Business Credit, Underwriting & ProductsWorkLifeWorkLife Banking Certification: Prospecting new WorkLife OpportunitiesWorkLife Banking Certification: Facilitating WorkLife PresentationsWorkLife Banking Certification: Business Management Tool (FirstForce to manage opportunities and relationships)Community DevelopmentCommunity Development Certification: Developing COI/relationships with Community OrganizationsCommunity Development Certification: Understanding Financial Literacy ProgramsCommunity Development Certification: Facilitating Financial LiteracyCommunity Development Certification: Give FirstIt is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.We are an E-Verify Employer.
Electronic Funds Transfer Services Supervisor
Civista Bank, Sandusky
Civista BankDescription:Position Purpose:This position is designed to provide leadership to the EFT Services Specialists within the Deposit Operation's Department. Serving as the subject matter expert for EFT Services functions, the Supervisor is the go-to person within the group to ensure the department operates smoothly and effectively within Service Level Agreements (SLAs). In addition, the Supervisor will need to ensure proper coverage of their area, as well as provide mentoring and ongoing coaching to the Specialists. Demonstrate Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve.Key Accountabilities, Responsibilities and Expectations:Maintains regular communication regarding all aspects of their designated area with the Transaction Services Manager regarding unusual or complex customer problems/approvals/complaints outside normal guidelines.Collaborates with manager to ensure SLAs and Department metrics are developed and maintained in daily operations. Responds to all requests for information and assistance in a prompt, efficient and friendly manner by relaying information as requested Follows up on all situations that cannot be handled immediately. Resolve complaints, under general supervision and established procedures, within a reasonable time frame.Maintains regular and consistent communication with other Supervisors and Managers concerning issues and new product knowledge.Monitor and communicate using the 1Source system for internal customers with promptness and efficiency. Ensures the completeness and accuracy of the designated group's daily activities/tasks. Determine when tasks need to be enhanced or changed. Maintains knowledge of new policies and procedures and technology upgrades to ensure compliance with all regulations. Ensures EFT Services procedures are reviewed and maintained on a regular basis.Ensures new hire and ongoing training is completed for EFT Services.Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Civista Bank's policies and procedures.Requirements:Qualifications, Knowledge and Skills:3-5 Years experience in banking or financial services.ACH, Wire Transfer, and bank operations experience required.High School Diploma/G.E.D. with office administrative skills or certification. A higher level of degree is not required but preferred.Solid Computer literacy (Word, Excel) with accurate data entry skills; proficient knowledge of working with spreadsheets. Ability to become proficient in use of specific software required for position.A high level of initiative, thoroughness, accuracy, and organizational skills required.Strong attention to detail required.High level of confidentiality required.Professional, friendly, and helpful telephone communication skills required.Ability to manage multiple priorities/projects with varied deadlines.Physical Requirements:Work involves eye strain due to the constant use of computer screens, reading of reports and so forth.Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions.Work involves lifting and moving files of up to 15 lbs.Work involves the ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time.Work involves some travel to attend meetings, training, and so forth.Pay Transparency Nondiscrimination Provision: https://www.dol.gov/agencies/ofccp/postersEqual Opportunity Employer EEOC M/F/D/VThis Position Description is not a complete statement of all duties and responsibilities comprising this position.Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.PI239176892
Sr. Accountant
Beacon Hill Staffing Group, LLC, Westlake
Complete Transactional banking level reconciliationsComplete Daily, Weekly, Monthly Reconciliations of Client Accounts to Internal SystemsProvide supporting documentation for transaction processed (i.e. Check Copies, ACH Support, Virtual Card details, etc).Support Monthly/Quarterly/Annual internal and external audits by providing necessary documentation and explanations.Research and resolve discrepancies utilizing various 3rd party systems.Create payment analysis reports for Payment Operations, Customer Success, Support and Sales.Maintain all SLA related to daily processes, email responses, and ticketsIdentify opportunities for process improvement to enhance efficiency and accuracy in financial procedures and systems as well as work with the appropriate team(s) to implement changes.Ensures processes are documented and updated on a regular basis.Support projects, adhoc requests, and perform other duties as assigned.Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.Learn more about Beacon Hill Staffing Group and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.beaconhillstaffing.com . We look forward to working with you.Beacon Hill. Employing the Future™
Commercial Banking Manager
Premier Bank, Dublin
Position Title: Commercial Banking Manager Department: Commercial Banking Position Reports to: Market President Position Supervises: Commercial Bankers, Commercial Portfolio Managers, Commercial Banking Assistants, Senior Commercial Bankers     Premier Summary: At Premier Bank, an affiliate of Premier Financial Corp., we’re Powered by People, and know that our success is directly tied to great work by our team members. Our employees are dedicated to our clients, communities and each other. We are committed to promoting inclusiveness, diversity and a sense of belonging throughout our organization. We provide competitive benefits, incentive compensation, paid time off that includes paid community service hours, flexible spending accounts, retirement programs, professional development, tuition assistance and so much more.  If you want to make a difference, choose to share your talents at Premier.   Position Summary:  The Commercial Banking Manager is accountable for the commercial responsibilities of the market. This also includes establishing new customer relationships and retaining and expanding existing customer relationships through the development of affiliations with Centers of Influence and participation in the company’s sales management program. The team leader will also be expected to grow a personal portfolio, provide leadership and develop direct reports to increase loan volume and revenue generation.  Maintain acceptable level of credit quality in assigned markets. Demonstrate and implement our Trusted Advisor strategy to all internal and external customers. Duties and Responsibilities: • Responsible for all Commercial functions within the Market Area. • Market performance expectations per budget. • Accomplish staff results by communicating job expectations; planning, monitoring and appraising job results; coaching, counseling, developing personal growth opportunities and disciplining employees; developing, coordinating and enforcing systems, policies, procedures and productivity standards. • Assist lenders with best practices for effectively targeting prospects who fit the criteria for overall bank growth. • Meet individual performance expectations for loans, deposits and fees, while managing their own book of business. • Create a collaborative relationship with support departments, including but not limited to credit, loan processing and retail.  • Assist in the origination of new deposit accounts and Treasury Management services. • Work with portfolio manager to monitor exceptions • Monitor and handle delinquency and collection issues and watch lists. • Produce quality referrals through regular calls on prospective and existing customers as well as referral sources. • Serve as a liaison and leader between lending staff and credit to assist in properly structuring loans, enforcing policy and building rapport.  • Serve as a leader and center of influence within the market served. • Monitor Market rates, fees, products and pricing and make recommendations to management. • Complete other duties as assigned.   Education, Certification, License and Experience: • High school graduate or equivalent. • Bachelor’s degree in business or finance, or equivalent combination of education and work experience • Five years of commercial banking experience; prior credit analysis and supervisory experience preferred.   Skills and Knowledge: • Strong interpersonal, presentation, leadership and supervisory skills; including negotiation skills. • Excellent verbal and written communications skills. • Sales and goal-oriented personality, with high degree of professionalism. • Strong analytical, problem solving and critical thinking skills. • Complete knowledge of the commercial products and services and familiarity will all company products and services;  • Broad understanding of Commercial Banking best practices and typical lending constructs  • Sales management experience.  • Responsible for knowing and ensuring compliance with applicable laws, regulations and guidelines, as detailed in policies that include but are not limited to Bank Secrecy Act and other applicable anti-money-laundering rules, Fair Lending, Community Reinvestment Act, Gramm-Leach-Bliley Act, and other laws and regulations as they pertain to the position.   Work Environment: This job operates in a professional office environment. Work is normally performed in a typical interior work environment but there are frequent trips to business customers and prospects.   Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to speak or hear, stand or sit for long periods of time, open filing cabinets, walk, stoop or bend, use hands to handle or feel and reach with hands and arms.   The employee must frequently lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds and complete tasks requiring manual dexterity. Ability to drive a vehicle for travel is required for the position. Premier Financial Corp is an Affirmative Action and Equal Opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or any other legally protected status. The above statements are intended to describe the essential functions of the job and the qualifications of the person assigned to it. They are not intended as an exhaustive list of all job duties, responsibilities and requirements. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description does not constitute a contract of employment. Employment is “at will” and may be terminated at any time. #IND123 Premier Bank
Customer Service Virtual Banker
Calculated Hire, Cincinnati
Video Banker - Virtual Teller6 Month Contract-To-HireHybrid - Cincinnati, OH (Mandatory on-site training for the first 90+ days)Training Schedule: Monday-Friday 8:00-5:00pm the first 3 weeksWork Schedule: Monday-Friday 11-8pm, with rotating Saturdays every 3rd week 8-5pmPay: $17/HRStart Date: April 29th Overview:Our banking client is looking to hire a Virtual Banker within their Client First Center. This exciting and innovative opportunity involves engaging with customers through various support channels, including incoming ITM sessions and transactions. Video Bankers utilize interactive teller technology to provide customer transaction services, driving retention, adoption, and engagement through non-traditional channels. This is an emerging way for customers to do their banking and speak with a representative in real time - it could be a great way to make an impact and launch your career in a new, growing space!Responsibilities:Monitor technical issues and ensure efficient system utilization.Answer customer inquiries regarding bank products and services via ITM sessions.Stay updated on products, services, policies, and procedures.Resolve customer inquiries or issues related to any loan product offered by First Financial Bank.Conduct customer account transactions and maintenance accurately.Strive for first-contact resolution of customer inquiries and transactions.Escalate requests requiring additional expertise as directed by department leadership.Resolve customer issues through account research and utilization of support materials.Minimum Qualifications:High school diploma or GED.Strong communication skills in a face-to-face environment and comfort being on camera.Demonstrated ability in providing excellent customer service.Strong interpersonal, verbal, and written communication skills.Preferred Qualifications:1+ years of experience in a customer service environment.Working knowledge of database software such as Jack Henry Silverlake or Teller Now/Network Manager.Remote Work Requirements:Meet minimum performance standards and complete work assignments.Maintain availability during designated business hours.Live within 60 miles from Pictoria location.Maintain a separate work environment within the home, free of distractions.Ensure high-speed internet service and ability to connect via wired ethernet cable.Availability for on-site training, technology outages, and supervisor-requested meetings.Adherence to the Bank's data privacy, security, and confidentiality policies.ABOUT EIGHT ELEVEN DBA CALCULATED HIRE: At Eight Eleven, our business is people. Relationships are at the center of what we do. A successful partnership is only as strong as the relationship built. We're your trusted partner for IT hiring, recruiting and staffing needs. For over 16 years, Eight Eleven has established and maintained relationships that are designed to meet your IT staffing needs. Whether it's contract, contract-to-hire, or permanent placement work, we customize our search based upon your company's unique initiatives, culture and technologies. With our national team of recruiters placed at 21 major hubs around the nation, Eight Eleven finds the people best-suited for your business. When you work with us, we work with you. That's the Eight Eleven promise. Eight Eleven Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, national origin, age, sex, citizenship, disability, genetic information, gender, sexual orientation, gender identity, marital status, amnesty or status as a covered veteran in accordance with applicable federal, state, and local laws.
Senior Digital Product Manager (Online Banking)
First Financial Bank, Cincinnati
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply.The Senior Digital Product Manager leads and manages teams responsible for delivery and rollout of the seamless experience for clients and associates. You develop and implement complex digital product roadmaps covering multiple lines of business and are accountable to achieve business outcomes in partnership with teams across the bank. You proactively identify data to improve performance and outcomes as you manage your digital product, your team, and partner relationships on a day-to-day basis. You thrive on working to ensure that the team has the right capacity, skillsets, and support to successfully develop, communicate, deliver, and drive adoption of your digital products.Essential Functions/ResponsibilitiesDevelop team resourcing plans and staff to deliver digital product roadmap(s) focused on achieving defined outcomes, forecast and plan for required roles and capacity, identify and engage internal and external resources, and create ongoing reporting to evaluate performance.Lead day-to-day management of assigned partner relationship(s) and serve as focal point within the bank to actively manage health of relationship, track performance compared to contractual agreement, manage expense including licensing and billing accuracy, align direction of bank needs with partner platform and resourcing, handle platform-wide decisions affecting multiple digital products, and identify escalations.Create training and development plans for members of your team to expand their knowledge of the platforms used, enhance their technical skillsets, and create development opportunities to increase associate engagement.Create and deliver digital product roadmap(s) by collaborating with lines of business and other stakeholders in strategic and day-to-day decision-making.Proactively identify data and metrics, collect voice of the user, and report production and quality of the seamless experience. Use insights and data to inform roadmap and prioritization decisions.Socialize and actively communicate your digital product roadmap(s) in partnership with line of business and other teams including Marketing, Technology, Call Center, Program Management, and others) and ensure that required processes to test, deploy, and provide ongoing support are defined and approved.Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the JobBachelor's degree required.Minimum 5 years digital product management experience and/or related work experience including business analyst, program/project management, industrial engineer, strategic planning with proven execution of plans and measurable outcomes.4+ years building exceptional digital experiences as a Product Manager or 3+ years experience implementing, configuring, or administering digital systems in Financial Services, Retail, or other highly complex and regulated industries using Agile Methodology.Demonstrated ability to lead people in both direct and indirect reporting relationships in the buildout of digital experiences or Salesforce implementations.Experience recruiting, training, retaining, and developing team capabilities in areas including technical skills / knowledge, Agile / scrum, software lifecycle management.Familiarity working with 3rd party partners to license and implement digital experiences with focus on implementation of strategic initiatives.Strong verbal and communication skills with extensive experience working across multiple stakeholder groups including Marketing, Operations, Call Center, and Technology.Preferred Knowledge and SkillsExperience with online banking or financial services management platformsExperience with both consumer and commercial banking products, processes and platforms.Level of Complexity and ScopeDegree of Independence and Decision-MakingRequired Supervisory ResponsibilitiesPhysical RequirementsCompliance StatementThe associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.Development and TrainingIt is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.We are an E-Verify Employer.