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PERSONAL BANKER Northwest Bank DescriptionThis position is responsible for assisting the manager in all phases of office operation, monitoring new and current customer accounts, developing the cross selling of Bank products and services, assisting in the consumer loan functions, overseeing the teller area and activities as required, and maintaining security and compliance within the office. Must be available to work rotating Friday evenings and Saturday mornings.
BUSINESS DEVELOPMENT / SALES:
Implement strategic business plan
Conduct direct business calls / referrals on a regular basis
Maintain community presence and involvement
Assist with implementation of CRM initiatives
Cross sell Bank products and services
Assist with the office workload and workflow
Implement changes, improvements and new procedures
Review / monitor daily statistical reports
ADMINISTRATION:
Ensure compliance with Bank policies and procedures
Ensure compliance with State and Federal regulations
Oversee office document quality control
Supervise Vault operations and procedures
Assist with recovery activity
Maximize office security
Cultivate relationships with corporate staff in Warren
Prepare and analyze management reports
Self-learn and understand BMS Teller system
Attend / co-plan educational seminars and regular office meetings
LENDING:
Assist with sales calls for new deposit and loan business
Quote loan / savings rates and terms
CUSTOMER SERVICE:
Provide support to staff in meeting customer expectations
Provide back up for the teller function
Provide back up for the Customer Service Representatives
Identify and resolve customer issues
Recommend improvements to procedures
Recommend fee generating alternatives
Recommend product / delivery enhancements
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Oberlin, OH, US, 44074Posted 20 days ago Investment Executive. Farmers National Bank of Canfield SUMMARY: This position will assist clients by providing sound financial advice regarding Mutual Funds, Fixed Annuities, Variable Annuities, and Certificates of Deposit. Additionally, this position will advise clients of risks and opportunities associated with investing. This role will typically handle 100-150 clients with a Book of Business totaling between $5-million and $10-million. The incumbent will be responsible for generating new sales opportunities, developing relationships, sales of new products and maintaining consistent communication with all clients in the portfolio. Canton, OH, US, 44718Posted 20 days ago Financial Aid and Registration Student Worker - Federal Work Study.Stark State College Checking candidates' references for multiple top candidates provides a valuable means of verifying skills and experience represented in resumes and interviews. SkillSurvey Reference, a cloud-based, data-driven solution allows us to access relevant feedback from references provided by our candidates. The chosen references receive job-specific surveys on at least 26 critical behaviors and skills. These behavioral competencies have been scientifically studied and have been shown to correlate with work outcomes. North Canton, OH, US, 44720Posted 20 days ago Commercial Loan Officer. First Mutual Holding Company Position Summary:The Commercial Loan Officer is responsible for commercial banking for companies up to $60 million in revenue. Duties and Responsibilities:Manages business development by acquiring new commercial banking business by utilizing effective calling techniques to achieve corporate growth; maintains and develops relationships with centers of influence including, accountants, attorneys, community leaders, professional and/or social organizations; attends networking, charity, and corporate functions for prospecting and establishment of relationships. Responsible for meeting or exceeding Commercial Loan Officer Level 2 sales plan.Manages portfolios and underwriting by coordinating with clients on accounts and other issues related to the commercial relationships; works with commercial team members to facilitate credit application process, perform site visits, work with underwriter to obtain decisions, and work with underwriting to perform annual reviews of assigned portfolio; identifies, evaluates, structures and documents commercial credit transactions to ensure maximum profitability with reasonable risk; monitors credit quality within assigned portfolios and takes action as appropriate.Works closely with other departments to handle client service issues and to cross sell other bank products; handles high level executive account and loan requests to reinforce extraordinary service levels.Professionally represents the bank in civic and community functions to further enhance the bank's visibility while increasing business development.Acts as a mentor to credit analysts, portfolio managers, and less experienced loan officers.Attends training to continually improve sales and presentation skills, commercial, SBA, treasury management knowledge, and other applicable banking knowledge.Manages service providers and vendors effectively; structures relationships with service providers in a strategic manner; sets expectations; develops performance metrics; measures vendor performance, provides feedback and holds accountable.Complies with all applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations.Other Duties as duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. All job descriptions may be amended at any time at the sole discretion of FMHC. Lakewood, OH, US, 44107Posted 20 days ago Tax Manager - Cleveland. Plante Moran We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability and life insurance. These standard offerings are effective on the first of the month following your start date. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays as well as a balance fund, 401(k) plan, flexible benefits plans, business-related travel expense, lodging and meal reimbursement for business-related use. A Pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers Interns and Contractors the option to elect health insurance under our contingent staff medical plan as of the 1st of the month following 60 days of employment in addition to limited paid time sick time. Seasonal staff are not eligible for benefits. Cleveland, OH, US, 44114Posted 20 days ago Accountant 2, Procurement. Case Western Reserve University Perform an analytical review of accounts and provide written descriptions for variances outside of the norm. Develop and propose journal entries to correct items as needed. Verify and record actual versus budget, and audit all aspects of budgetary expenditures. Identify financial status of accounts and resolve discrepancies. Identify inconsistencies in internal control procedures and make recommendations for improvements. Work with the Controllers' office to report monthly reconciliations and ad hoc reporting. (15%) Cleveland, OH, US, 44106Posted 20 days ago Wealth Advisor - Cleveland, OH. First National Bank of Pennsylvania This position is primarily responsible for developing organic sales on behalf of First National Trust Company (FNTC) and First National Bank Investment Advisors Inc. (FNBIA) within an assigned region offering discretionary and non-discretionary investment management, trust related services, custodial services, financial planning, retirement planning, estate planning and institutional funds management through defined contribution and benefit plan services. Cleveland, OH, US, 44101Posted 20 days ago Tax Analyst II. AmTrust Financial The Tax Analyst II is primarily responsible for supporting the Federal and State and Local Tax Managers in the preparation and review of tax filings, research, and planning required of a multinational insurance and insurance agency holding company. This position will also work on Partnership tax matters, as requested, and required. The AmTrust Tax Department has a hybrid work policy - the employees are required to work from our Downtown Cleveland office Tuesday through Thursday but can work remotely on Mondays and Fridays. A conscientious self-starter with strong communication skills is required. Cleveland, OH, US, 44101Posted 20 days ago Letter of Credit & Specialty Coordinator. Northwest Bank This individual will be responsible for supporting all functional activities of the Letter of Credit portfolios for Commercial and Small Business Lending across the Northwest Bank footprint. This role will prepare all associated applications, reimbursement agreements, guarantees, pledge and security agreements, etc. necessary to support the underwriting requirements defined in Credit memo. Issue, amend, renew, examine draws, and process maintenance activities for standby Letters of Credit and conduct international trade transactions for import and export Letters of Credit. Independence, OH, US, 44131Posted 20 days ago IRE Commercial Credit Underwriter. First National Bank of Pennsylvania This position is primarily responsible for preparing financial analyses of current and prospective commercial loan customers, spreading financial statements, analyzing industry and economic conditions, completing cash flow analysis, completing full underwriting presentation and performing credit investigations to make recommendations as to the creditworthiness of borrowers and protect the Bank from loss with a focus on the larger relationships. The incumbent provides the highest quality of service to every customer. Cleveland, OH, US, 44101Posted 20 days ago Description
Description
This position is responsible for assisting the manager in all phases of office operation, monitoring new and current customer accounts, developing the cross selling of Bank products and services, assisting in the consumer loan functions, overseeing the teller area and activities as required, and maintaining security and compliance within the office. Must be available to work rotating Friday evenings and Saturday mornings.
BUSINESS DEVELOPMENT / SALES:
Implement strategic business plan
Conduct direct business calls / referrals on a regular basis
Maintain community presence and involvement
Assist with implementation of CRM initiatives
Cross sell Bank products and services
Assist with the office workload and workflow
Implement changes, improvements and new procedures
Review / monitor daily statistical reports
ADMINISTRATION:
Ensure compliance with Bank policies and procedures
Ensure compliance with State and Federal regulations
Oversee office document quality control
Supervise Vault operations and procedures
Assist with recovery activity
Maximize office security
Cultivate relationships with corporate staff in Warren
Prepare and analyze management reports
Self-learn and understand BMS Teller system
Attend / co-plan educational seminars and regular office meetings
LENDING:
Assist with sales calls for new deposit and loan business
Quote loan / savings rates and terms
CUSTOMER SERVICE:
Provide support to staff in meeting customer expectations
Provide back up for the teller function
Provide back up for the Customer Service Representatives
Identify and resolve customer issues
Recommend improvements to procedures
Recommend fee generating alternatives
Recommend product / delivery enhancements
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) View more..