Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Client Service Specialist (Life Insurance, Annuity & Disability) Ameritas Life Cincinnati HYB OHHY2 Customer Service Full time This position will train as hybrid role, requiring 3 days per week in the office for the first 90 days. After training, associates will have the opportunity to work in office, hybrid, or fully remote. The Client Service Specialist (Life Insurance,

Locations Sales IN Indianapolis, United States of America, Indianapolis, Indiana Relationship Manager Customer Growth, Business Cards & Payments (Cincinnati, and Indianapolis) Territory Major areas Southwestern Ohio, Central Indiana, West Central Indiana, and East Central Indiana. Level Manager (Individual Contributor) Are you a self starting go getter? Are you disciplined

Loan Servicing Analyst (This is a primarily office linked role in our downtown Cleveland office.) Since 2014, Upright, formerly Fund That Flip, has challenged the status quo of slow, unreliable capital and gate keeping into investment deals. We've grown into an end to end financial technology platform that helps entrepreneurs and investors generate wealth and make an impa

Serve customers, prospective customers and bank associates promptly and professionally and in full accordance with Park Promises and Serving More standards. Complete transaction processing timely, accurately, and in accordance with bank procedures Project the bank's professional reputation through knowledgeable, courteous interactions with customers and prompt resolution

Analyze referred loans for areas of concern and determine proper course of action (e.g. obtain explanations for derogatory credit) Determine and advise members on approved loan conditions and documentation requirements Ensure progress and inclusion of required mortgage processing information (e.g. verifications of employment, assets, income and liabilities; appraisal repo

As a Teller, you are part of a team whose primary focus is to provide exceptional customer service. You are often the first to welcome our customers, while engaging in thoughtful interaction. You will assist customers with banking transactions (deposits, withdrawals, loan payments, etc.) on all retail and business accounts. You will be given the resources needed to identif

Position Member Service Rep / Universal Banker / Personal Banker Location Reynoldsburg, OH Job Id 641 # of Openings 1 Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member owners throughout central and southwest Ohio. As one of the largest credit unions in Ohio, Telhio is a strong financial

Develop branch strategy, establish priorities and set goals; evaluate and implement standards and ensure alignment with department/organizational objectives Manage and direct operations to ensure production goals, service level agreements and corporate objectives are met Monitor work environment and direct allocation of resources to ensure adequate staffing to meet produc

First Merchants Bank is seeking a Client Relationship Representative (Universal Banker) to join our team! This full time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial needs of bank customers. We support you so you

Serve customers, prospective customers and bank associates promptly and professionally and in full accordance with Park Promises and Serving More standards. Complete transaction processing timely, accurately, and in accordance with bank procedures Project the bank's professional reputation through knowledgeable, courteous interactions with customers and prompt resolution

Job Title Department Universal Banker Float Wheelersburg Location Position will be based at Wheelersburg office and support Ironton office as needed. Market Charleston, Huntington, South East Ohio Work Hours per Week 37.5 Requirements High school diploma or GED required. Banking, cash handling, sales, and customer service experience preferred. Job Description Summary Helps

Primary Office Location 7120 Warren Sharon Road. Brookfield, Ohio. 44403. Join our team. Make a difference for us and for your future. Position Title Relationship Banker Business Unit Retail Reports to Varies Based on Assignment Position Overview This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The in

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

As a Teller, you are part of a team whose primary focus is to provide exceptional customer service. You are often the first to welcome our customers, while engaging in thoughtful interaction. You will assist customers with banking transactions (deposits, withdrawals, loan payments, etc.) on all retail and business accounts. You will be given the resources needed to identif