Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities. Effectively utilizes Life360 Discovery process to profile clients and issues to identify client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Acts as the Core Team Member for One Bank to identify opportunities wi

Sales Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities. Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Acts as the Core Team Member for One Bank to identify opportunities wit

Sales Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities. Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Acts as the Core Team Member for One Bank to identify opportunities wit

Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post appoint

Company Our client helps to care and house elderly patients for both short and long term stays. They are looking for an Operations Financial Analyst to help run FP&A functions. Role Supports operational efficiency through the development of financial projections, reporting standardization, and diverse project tasks. Collaborates with CFO and Operations leadership to overs

Utilize in depth knowledge of loss mitigation options to manage a portfolio of accounts in late stages of delinquency (approaching charge off status). Pursues communication with defaulted customers utilizing manual dialing to offer potential workout alternatives. Contacts delinquent customers to obtain payment commitments. Makes collection/demand calls with an account loa

Other Job Related Information Working Conditions Climbing Rarely Concentrating Consistently Continous Learning Frequently Hearing Conversation Consistently Interpersonal Communication Frequently Lifting Lifting 11 50 Lbs Rarely Pulling Occasionally Reaching Occasionally Reading Consistently Sitting Consistently Standing Occasionally Thinking/Reasoning Frequently Use of Ha

Functions as the Manager of Financial Analysis for IT within The Ohio State University's Wexner Medical Center; performs highly complex and comprehensive analysis, forecasting, and strategy development; conducts and interprets financial and business related analyses and research in such areas as financial and expense performance, pricing, performance metrics, and business