4004 Banking jobs in Ohio

Banking Customer Service

43219 Columbus, Ohio Veterans Sourcing Group

Posted 15 days ago

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Job Description

Job title- Banking Customer Service
Pay- $19.17/hr W2
Location- Columbus, OH
Duration- 6 months

We are seeking Banking Customer Service to manage inbound phone inquiries related to brokerage accounts. This includes support for Brokerage Cash Management products, online/mobile platforms, and general financial account questions.

Key Responsibilities:

  • Deliver accurate, efficient responses to client inquiries.

  • Consistently meet or exceed key performance metrics.

  • Maintain a high level of professionalism and commitment to world-class service.

  • Adapt quickly in a fast-paced, team-oriented financial services environment.

  • Handle multiple tasks and shifting priorities effectively.

Preferred Qualifications (one of the following):

  • College degree

  • Previous contact center experience

Ideal Candidate:

  • Detail-oriented and driven to provide exceptional client service.

  • Comfortable with dynamic work environments and rapid change.

  • Strong verbal communication and problem-solving skills.

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Inbound Banking Customer Service

43812 Coshocton, Ohio ITM Marketing, Inc

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Department: Customer Service / Level One Help Desk

**This will be an in house position and not work from home**

Reports To: Team Lead / Supervisor

Summary: As an Online Banking Support Agent, you will be the first point of contact for business customers navigating our client's new online banking platform. You will be responsible for providing exceptional technical assistance, troubleshooting basic issues, guiding users through platform features, and documenting interactions accurately. You will ensure a smooth and user-friendly experience, promoting adoption and building customer confidence in the new platform. This is a temporary program with plans to transition to a different permanent Customer Service Program afterwards based on performance and qualifications.

Hours of Operation: Monday through Friday, 9am to 7pm EST, Saturdays 10am to 2pm.

Responsibilities:
  • Answer inbound calls from business customers regarding the online banking platform.
  • Guide users through platform navigation, account setup, and feature utilization.
  • Troubleshoot basic technical issues such as login problems, password resets, browser compatibility, and general functionality.
  • Adhere to all security policies and privacy regulations when handling customer data.
  • Collaborate with team members and supervisors to improve processes and customer experiences.
  • Provide feedback to the client and internal teams on common issues and areas for platform improvement.
Required Skills:
  • Excellent communication and interpersonal skills (written and verbal)
  • Strong technical aptitude and proficiency in troubleshooting computer software and web-based applications
  • Prior experience in customer service or technical support, preferably within banking or financial services
  • Ability to empathize with customers and provide clear, patient guidance
  • Excellent organizational and time management abilities
  • Ability to work independently and collaboratively in a fast-paced environment
  • High school diploma or equivalent
Preferred Qualifications:
  • Experience in banking or financial services
  • Familiarity with online banking platforms and related security features
  • Bilingual proficiency (English/Spanish or other relevant languages)

Wages: $17.00 / hour

**Must be 18 years of age, authorized to work in the United States and able to pass a background check and E-Verify**
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Senior Banking Analyst

43224 Columbus, Ohio National Church Residences

Posted 1 day ago

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Job Description: Title: Senior Banking AnalystHousing DivisionStatus: Non-ExemptRevision date: 06/2021Supervises: N/APURPOSEAccording to prescribed policies and procedures of the organization including all applicable state, federal and accreditation regulations assumes responsibility for playing a lead role in ensuring essential Treasury and banking functions are performed with a high level of accuracy on a timely basis, while helping to foster a team environment, in addition to being the first point of contact and providing support and guidance to the Treasury Administrative Assistant. Candidate will exhibit intellectual curiosity, and be a self-starter with the ability to initiate action with little or no direction.ESSENTIAL FUNCTIONS
  • Process daily wires, ACHs, and intrabank transfers for Housing, Senior Living, and Parent divisions, exercising prudence and discretion on all such financial transactions. Ensure adherence to fraud mitigation policies and procedures to protect company assets.
  • Process biweekly Housing payroll files and reports, working with corporate Treasurer and business line leadership as necessary to ensure payroll account is funded by the prescribed deadline.
  • Monitor Treasury email; handle banking issues and research requests within 24 hours, demonstrating the ability to independently resolve issues through sound judgement, initiative and strong critical thinking skills.
  • Assist in creating and maintaining positive, productive bank relationships through interactions with banking officers and executives, adapting style and approach to be effective in different situations with different people.
  • Participate in Treasury related projects, often involving systems and technology, including research, testing, implementation and creating documentation.
  • Identify continuous improvement opportunities and implement improvements.
  • Assist with training Central Office and field staff on new processes and procedures as needed.
  • Provide support, guidance, and training to the Treasury Administrative Assistant and assist with training / cross-training other Treasury team members as needed.
  • Work with Treasury Supervisor/Treasury Manager to coordinate and maintain Treasury policies and procedures, ensuring effective internal controls are in place. Update documents on the PPG and M-files as needed, reviewing annually.
  • Open/close and maintain over 1,600 bank accounts across all divisions of National Church Residences, maintaining all banking documentation in an orderly fashion in M-files.
  • Coordinate on- and off-boarding activities related to acquisitions, divestitures, refinances and new or terminated management contracts process, including but not limited to opening and closing bank accounts, communicating with the Development team and field leadership, and maintaining proper documentation in M-files.
  • Act as subject matter expert for the Cash Transfer System, developing a thorough understanding of its functions and how to troubleshoot issues; assist in testing upgrades and enhancements with N^^ Applications Development team.
  • Coordinate quarterly review of all bank portal access across Housing, Senior Living, and Parent divisions to ensure proper controls and separation of duty are maintained.
  • Interact with individuals at all levels, both internally and externally. Periodically meet with banking partners.
  • Complete monthly bank fee and interest GL imports for Accounting.
  • Maintain a working knowledge of the Yardi AP/GL and Workday systems and how they interface with Treasury.
  • Process New Jersey security deposit move ins and move outs, assisting field staff as needed, and complete annual audit of resident sub accounts.
EXPECTATIONS
  • Demonstrates and maintains a positive, professional manner, manages time efficiently and effectively, provides leadership as a role model to promote a team approach, collaborates and participates in policy creation and appropriate problem solving methods.
  • Must adhere to all policies, procedures, terms and conditions set forth in the National Church Residences' Employee Information Guide (EIG), the Code of Conduct, as well as any facility handbook, including but not limited to, corporate compliance, drug free workplace, safe work practices, all federal, state, local regulations and laws.
  • With respect to Resident Rights, ensures all care is provided with respect and dignity for the residents/clients, their families and the staff. Reports all complaints made by residents/clients and/or families to the appropriate supervisors, reports all allegations of abuse, misappropriation of funds/resident property and/or any other corporate compliance, drug free workplace, safe work practices, all federal, state and local regulations and laws.
  • Completes all annual education requirements timely, including but not limited to Compliance, Privacy, Security and HIPAA training and exhibits behavior as set forth by the Code of Conduct in the performance of their duties.
  • Performs other duties as assigned.
JOB SPECIFICATION SHEET-SENIOR BANKING ANALYSTEducation: Bachelor's degree required.Experience: 2-4 years' experience in retail or commercial banking, accounting, or finance with an understanding of banking and/or treasury management required. Experience with HUD and LIHTC properties is a plus.Mental: Must have good communication, analytical, problem solving, customer service, comprehension, and interpersonal skills. Must be detail-oriented and able to learn quickly and juggle multiple priorities in a fast-paced environment where accuracy is critical. Must have the ability to speak, read, write and understand English and industry specific terms.Skills: Must have strong computer skills with a working knowledge of Excel Outlook, Word, and PowerPoint. Experience with banking and cash management systems is a plus. Licensure: n/aVision: Normal: Consistent with standard workflow.With respect to said job description, estimate the daily time spent performing the following activities.Rare (R) = 0-24%; Sometimes (S) = 25-49%; Frequent (F) = 50-74%; Continuous (C) = 75% plusR = Climbing S = Stooping Lifting / Carrying; S = 10-25 lbs.S = Standing R = Pushing R = 26-50 lbs.F = Sitting R = Pulling R = 51-75 lbs.S = Walking R = Driving ` R = 76 plus lbs.Consequences of Errors: As this position is working directly with funds movement, errors can have a financial impact.Supervision Received: General supervision.Working Conditions: Good office conditions.ACKNOWLEDGEMENTI hereby understand and agree to the above description of the duties required.Signature Date

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, military status, disability, genetic information and/or any other characteristics protected by applicable law.

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Business Analyst(Banking)

43224 Columbus, Ohio Purple Drive

Posted 2 days ago

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Experience: 8 yrs working for Banking domain - Preferably Capital markets

Role Description: To visualize the preprocessing required and work on deriving I/O mapping for the transformational process.

As an experienced BA working for our leading client, you serve as member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way. Depending on the team that you join, you could be designing features that give our customers and clients more control over how they bank with the client, strategizing on how big data can make client's trading systems quicker, creating the next innovation in payments for merchants, or supporting the integration of client's private and public cloud platforms.

Job Responsibilities:

Identifies hidden problems and patterns in data and uses these insights to drive improvements.

Gathers, analyses, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems

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Multicultural Banking Coordinator

43224 Columbus, Ohio Huntington

Posted 4 days ago

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Job Description

Description

Summary:

The Multicultural Banking Coordinator provides administrative support to this area by performing an unlimited range of complex duties.

Duties and Responsibilities:
  • Coordinator Duties:
    • Planning internal and external events and meetings
    • Team coordination and communication (direct team, dotted line reports, and field communication to the regions where we're operating)
    • Provides information and resolves problems where multiple non-standard solutions are available
    • Project coordination
    • ESL Vendor relationship owner
    • Cross-department coordinator
  • Administrative Support:
    • Answers the telephone, prepares, edits and composes correspondence
    • Gathers data and prepares and/or consolidates reports, and organizes / maintains files
    • Handles confidential and sensitive information with strict confidentiality
    • Expense and invoice management
    • Team support as directed, including new hire onboarding
  • Additional duties as assigned
    • May complete special projects and perform special tasks such as budgeting and/or variance reporting
    • "Supervising" Giggers on an as-needed basis
Basic Qualifications:
  • High School Diploma, GED, or equivalent
  • Minimum of five (5) years' experience in administrative support role.
Preferred Qualifications:
  • Kanban certifications or willing to gain project management certification upon hiring
  • Demonstrated effectiveness in a fast-paced environment and ability to quickly prioritize multiple assignments & duties to meet tight deadlines
  • Excellent written and verbal communication skills and the ability to effectively communicate with all levels of management
  • Excellent analytical and problem-solving skills with extreme attention to detail
  • Strong interpersonal, organizational, planning and time management skills
  • Proficiency in Microsoft Office Suite (Word, Access, Excel, Outlook and PowerPoint)
  • Visual Design skills


Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No

Workplace Type:
Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
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Multicultural Banking Coordinator

43201 Columbus, Ohio Huntington National Bank

Posted today

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Job Description

Description
Summary:
The Multicultural Banking Coordinator provides administrative support to this area by performing an unlimited range of complex duties.
Duties and Responsibilities:
+ Coordinator Duties:
+ Planning internal and external events and meetings
+ Team coordination and communication (direct team, dotted line reports, and field communication to the regions where we're operating)
+ Provides information and resolves problems where multiple non-standard solutions are available
+ Project coordination
+ ESL Vendor relationship owner
+ Cross-department coordinator
+ Administrative Support:
+ Answers the telephone, prepares, edits and composes correspondence
+ Gathers data and prepares and/or consolidates reports, and organizes / maintains files
+ Handles confidential and sensitive information with strict confidentiality
+ Expense and invoice management
+ Team support as directed, including new hire onboarding
+ Additional duties as assigned
+ May complete special projects and perform special tasks such as budgeting and/or variance reporting
+ "Supervising" Giggers on an as-needed basis
Basic Qualifications:
+ High School Diploma, GED, or equivalent
+ Minimum of five (5) years' experience in administrative support role.
Preferred Qualifications:
+ Kanban certifications or willing to gain project management certification upon hiring
+ Demonstrated effectiveness in a fast-paced environment and ability to quickly prioritize multiple assignments & duties to meet tight deadlines
+ Excellent written and verbal communication skills and the ability to effectively communicate with all levels of management
+ Excellent analytical and problem-solving skills with extreme attention to detail
+ Strong interpersonal, organizational, planning and time management skills
+ Proficiency in Microsoft Office Suite (Word, Access, Excel, Outlook and PowerPoint)
+ Visual Design skills
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
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Banking Python/Spark Developer

44136 Strongsville, Ohio Pyramid Consulting Group

Posted 1 day ago

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Job Description

Technical Skills required: (4+ years)
• Spark3
• Python
• Shell Scripting
• Hadoop Cloudera - Hadoop admin , Hadoop Tables/hdfs file processing
• Data and System Architectural experience
• Knowledge with Data Modelling using Erwin Tool.
• Knowledge with Alation or any data mining/reporting tools

Flex Skills: Agile methodology, Jira, GIT Bash, Jenkins, uDeploy, CA7

Required Degrees/Certifications: Minimum Bachelors, Graduate/Masters a plus. Relevant certifications if any

Roles and Responsibilities: Design and implement new applications/maintain existing applications/ Support RTB functions

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Digital Support Banking Specialist

43224 Columbus, Ohio Embark Recruiting Solutions

Posted 6 days ago

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Title: Digital Support Banking Specialist
Location: Columbus, OH
Duration: Contract to Hire

Our client, a leading digital bank, has an immediate need for Digital Support Banking Specialists.

The Digital Support Specialist 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
•2+ years of relevant experience in the financial industry
•Heavy Call Center experience OR 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

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Mobile Banking Personal Banker

44101 Cleveland, Ohio PNC

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Job Description

**Position Overview**
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Mobile Branch Banker within PNC's Mobile Banking organization, you will be based in an area where the Mobile Banking sector operates.
**Job Description**
+ Builds the retail customer base through proactive, outbound quality sales conversations. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience.
+ Sells the bank's products and services to existing and prospective clients outside of branch in non-PNC locations, demonstrating how PNC can help them achieve their financial goals. Identifies and independently acts upon sales opportunities to achieve assigned sales goals. Responsible for establishing connections between clients and PNC partners (ie. PNC Investment, PNC Mortgage, and other consumer loan solutions) based on clients' financial needs and goals.
+ Grows customer household relationships through onboarding new clients and building a strong pipeline of appointments for branch and PNC partners. Demonstrates value for customers to achieve greater financial well-being by driving deep needs-based conversations.
+ Creates an exceptional customer experience at events in a variety of external locations to drive desired acquisition, customer loyalty and increased share of wallet. Stengthens client relationships through planning continued on-site events.
+ Understands PNC capabilities, educates and coaches customers on technology options.
+ Selling at non-PNC locations requires: Access to a reliable vehicle transportation for travel to multiple work locations on a daily basis; and the ability to lift and carry up to 40 pounds (inclusive of, but not limited to, marketing materials, collateral and/or other promotional items as required).
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Anti-Money Laundering (AML), Customer Loyalty, Customer Solutions, Financial Modeling, Identifying Sales Opportunities, Leveraging Technology, Portfolio Management, Strategic Collaborations
**Competencies**
Addressing Customer Needs, Branch Banking Services, Customer Acquisition, Customer Experience Management, Effective Communications, Managing Multiple Priorities, Sales Closing and Agreements, Sales Proposals and Presentations, Selling.
**Work Experience**
Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
No Degree
**Certifications**
No Required Certification(s)
**Licenses**
"Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Ability to drive a commercial motor vehicle (CMV) with a gross vehicle weight rating (GVWR) in excess of 10,001 pounds but less than 26,001. Obtain and maintain a valid Medical Examiner's Certificate in accordance with state and federal requirements. Must have a current/up to date Driver's License issued by the state where you will be working/driving, along with a clean driving record "
**Pay Transparency**
Base Salary: $43,000.00 - $59,000.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
**Application Window**
Generally, this opening is expected to be posted for two business days from 08/18/2025, although it may be longer with business discretion.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
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Business Banking Virtual Specialist

43201 Columbus, Ohio JPMorgan Chase

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If you are passionate about supporting initiatives and executing processes that enhance efficiency and elevate the client experience for Business Clients, then a role as a Business Banking Virtual Specialist is ideal for you.
As a Business Banking Virtual Specialist (BBVS) within our corporate office, you will proactively engage with Business Banking clients to enhance their banking experience and support the well-being of their businesses by offering financial solutions, education, advice, and problem resolution.
**Job responsibilities**
+ Conduct daily outreach through various channels (phone, email, etc.) to engage with Chase Business Banking clients and deliver an exceptional client experience by proactively providing comprehensive business banking solutions tailored to meet the financial needs and circumstances of their businesses.
+ Drive a positive client experience by collaborating with relevant service teams to resolve issues, reaching out to clients to address survey feedback, and escalating matters that need further assistance or resolution.
+ Consult with clients to understand their business cash flow cycle and transaction channels, identifying cash management , card, payment & credit solutions and recommend ways for clients to safeguard accounts.
+ Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of businesses in order to refer and connect clients with bankers or specialists who can help meet their financial needs.
+ Follow all processes and protocols while protecting the firm by applying sound risk management protocols and adhering to policies, procedures, and regulatory banking requirements.
**Required qualifications, capabilities, and skills**
+ Minimum of 1 year of experience in a portfolio management role, or related business/customer service experience.
+ Proficient in having customer contact through inbound and outbound calls and video conferencing.
+ Proficiency in written communication with individuals at all levels, both internally and externally.
+ Ability to determine priorities and maintain a balanced work approach to achieve business objectives.
+ Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes.
+ Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client.
**Preferred qualifications, capabilities, and skills**
+ Bachelor's degree or equivalent work experience.
+ General knowledge of core Business Products and Services, including Deposit, Lending, and Cash Management.
+ Proficient in MS Office tools, including Outlook, Excel, Word, and PowerPoint.
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
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  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
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