Trader Jobs in Columbus, OH

AQFS is looking for a candidate to join our executive sales team. This position has great potential and provides a world of advancement opportunities. AQFS is a leading commercial janitorial company that is disrupting the industry through technology and innovations. AQFS is a people and systems-driven company, that prides itself in its culture of honesty and investing in our associates personally and professionally. Job Type: Full Time Schedule: Monday-Friday 8:00 am-5:00 pm Salary: Base Salary $70-$80,000 (plus an average of $20,000 bonuses)+ plus 100k in commissions if you hit your goals Benefits: Health Insurance Paid Holidays Vacation Time Sick Time Commissions Referral Incentives Company gatherings/outings Develop the sales and marketing plans for the company and generate new clients for A Quality Facility Services; other responsibilities inclusive: Developing and executing a personal sales plan to develop new business opportunities in the janitorial division in target markets such as healthcare facilities, hospitality facilities, commercial office facilities, industrial facilities, and education facilities. Working closely with senior company leadership team to develop a sales and marketing plan to assure that both the present and future market potential for the business is fully identified, pursued, and developed. Meeting with clients to maintain relationships and to continue nurturing the relationship Working with the operations team to develop estimates for proposals and then preparing those proposals for presentation to the client Networking with the target market community through professional industry associations Being accountable for profitable sales growth and meeting targeted monthly and annual production goals Maintaining awareness in the development of sound marketing strategies, monitoring industry trends, attending conferences, and maintaining focus on company growth objectives to maintain/achieve a superior position in the industry QUALIFICATIONS/SKILLS REQUIRED Five years of experience in a janitorial sales role or a related building services industry such as HVAC, paving, landscaping, etc. preferred Proven track record of selling success. Minimum of a Bachelor's Degree preferred but not required Superior salesmanship and demonstrated ability to understand consumer behavior and its relationship to achieving customer solutions Excellent interpersonal skills, with an ability to interface with colleagues and customers at all levels under professional competence, integrity, and personal style

THE CENTRAL OHIO AGENCY OH Default: Location : City COLUMBUS The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities * Identify market(s) and develop appropriate marketing plan. * Prospect and network for middle-market clients by identification of qualified names and making initial contacts. * Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. * Adequately prepare for all appointments through established processes. * Conduct all appointments using Western & Southern Life consultative practices and processes. * Effectively sell insurance and investment solutions. * Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. * Market for the purposes of developing the Western & Southern Life brand at the local level. * Proactively develop community relationships to cultivate and strengthen presence in target market(s). * Maintain personal contact with clients to ensure their evolving financial needs are being met. * Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. * Accurately maintain client and company records, payments, etc., in a timely manner. * Operate an automobile during both day and night hours. Qualifications * High level of integrity. * Strong work ethic and willing to work hours that include weekday evenings and weekend hours. * Strong interpersonal, relationship, and influence skills. * Effective communication skills including listening, speaking and writing. * Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. * The ability to influence others to take needed action. * Demonstrate personal drive and resilience to achieve goals. * Willing and able to network for new clients. Educational Requirements * Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required * Working knowledge of word processing and spreadsheet applications. * Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) * Obtain and hold State Life and Health license prior to hire. Position Demands * Access to an automobile and ability to maintain a valid driver's license.

Job Description About Us: The BeOnAir Network is an organization that instructs students in all areas of the broadcast industry to become the next generation of media professionals. Our brand promise is “Learn from a Pro to Become a Pro”; students are trained by broadcast media professionals working in the field. The organization operates seven campuses across Ohio, Illinois, Colorado, and Miami. Like all members of the BeOnAir Network staff, the Financial Aid Advisor is expected to project the organization's core values and core purpose. This position supports a college and creative culture and ensures graduates are fully ready for entry-level employment opportunities. A key role of the Financial Aid Advisor is assisting students with their financial aid eligibility. This individual is accountable for the one-on-one advising involved in ensuring students comply with their federal financial aid. The Financial Aid Advisor will work closely and in conjunction with the Admissions Departments to provide financial aid options for potential new students and complete their packaging on time. The Financial Aid Advisor is also responsible for meeting a monthly cash collection goal. Additional responsibilities may include participation in orientation, graduation, campus events, and various tasks. The Financial Aid Advisor must have extensive experience and judgment to plan and accomplish campus and department goals. Scorecard accountabilities: Financial Aid first-time appointments, applicants that enroll within five days, same-day financial aid estimate, students enrolled in auto debit/payer express, cash collected vs. cash due, title 4 drawdowns on time, complete student financial aid packaging promptly. Responsibilities: Meet prospective students and determine their eligibility for financial aid and other most appropriate tuition options, including payment plans or other financing options. At a student's first meeting with the Financial Aid advisor, the goal of the visit is to be able to achieve an estimate of Financial Aid eligibility as a result of the student completing the FAFSA and receiving the EFC in an email confirmation. If the student has already completed the FAFSA during this session, the student should assign the school OPEID code to their FAFSA so the school can proceed with packaging. A follow-up appointment is to be scheduled within 48 hours so the student can return to complete the FA process. After a student is packaged and all internal documentation is filled out, enroll the student in payer express to contribute to the campus goal. Set all students up in QuickBooks Campus and QuickBooks Cash Receipt with all pertinent information, and upload award letters into QuickBooks. Upload files for review by NFA and RFA through the enrollment cycle. Upload Term 2 files for review by NFA and RFA once SAP is received from Education Submit completed drop packet for review by NFA and RFA Complete a payment plan form to ensure auto payment authorization and specific payment dates. Program tuition/fees or approved packing is due for all students by the end of add/drop. Assist students who are flagged for verification to complete the verification process within 2 weeks of informing student of being selected for verification. If any packaging for a student results in more than an out of pocket $5000 balance as of the last day of the last term, then approval must be requested from the CEO prior to the student sitting in class or being counted as an enrolled student. Ensure packaging does not exceed 30 months. If any additional time, seek approval from the National Director of Financial Assistance and Planning (NDFAP). - Adhere to non- interest payment plan: only available to students who after borrowing from Direct and Plus loans still have a balance left on their account. Print and file student ledgers to confirm all pulls were received. Maintain compliant FA files to include all documents on checklist that relate to the first term. (This includes: Enrollment Agreement, ISIR, NSEstimate of FA, Signed Award, Entrance Counseling, MPN, Payment Plan, and any items flagged for verification and ledger card. For the second terms proof of SAP assessment, revised ledger card and before graduation Exit counseling.) Responsible for maintaining receipt of payments. Complete nightly bank deposits. Interact with students using phone, email, texts, social media channels, and one-on-one communication to ensure accounts are less than 30 days past due. FA Advisor must conduct a daily review of the aging reports and/ or internal tracking reports for payments due by active cohorts to manage meeting weekly cash goal. Join in on weekly one-on-one ledger reviews with NFA and RFA and send a follow-up email about any pending financial aid needing to be requested Ensure payments are collected and processed on the due date. (If a due date falls on the weekend, payment should be sought the Friday before.) Complete a weekly review of grads and drops on aging to ensure accounts are current. Execute MPN's by the end of the drop/add period. Conduct Entrance and Exit counseling as due. Follow up with pending financial aid students to ensure they have all information needed for their education decision to meet app to enroll weekly goal. Supervision Received: This is an independent position that reports to the Campus Director and National Director of Financial Assistance and Planning. Two mandatory weekly meetings takes place: 1) Financial Aid Advisor to discuss goals to actual achievements; 2) Staff Meeting. Supervision of Others This individual may supervise another financial aid advisor should campus needs require. Physical Demands In order to fully service the staff and student needs this position requires the employee to often physically move from department to department. This is not a sedentary position. Occasional lifting, bending and climbing stairs Frequent talking, listening, walking, sitting and standing Ability to perform multiple concurrent tasks and function in a fast-paced working environment Work Experience Requirements Three years of business experience, ideally within a financial aid/customer service background. May need to complete credit, criminal, and drug background checks successfully. Education Requirements 4-year college degree and/or experience equivalency. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

Unlock your potential as an Associate on the Finance Data Analytics team at JPMorgan Chase, where you'll drive innovation and automation in Asset Wealth Management Finance. Be the technical backbone that transforms data into dynamic visualizations and seamless cloud migrations, propelling the firm's business objectives to new heights As an Associate on the Finance Data Analytics team at JPMorgan Chase within Asset Wealth Management (AWM) Finance, you are an integral part of an agile team that works to enhance, build, and automate data collection and analytics solutions in a secure, stable, and scalable way. As a core technical contributor, you are responsible for maintaining critical data pipelines and architectures across multiple technical areas within various business functions in support of the firm's business objectives. The position includes automation of existing manual processes, developing dynamic data visualizations that improve and support business processes, and migrating data / ETL to new cloud platform. You must use your strong analytical and problem-solving skills, demonstrate ability to mentor and train others, independently prioritize, and manage time, and be able to build relationships with key stakeholders. Job responsibilities: Automation projects addressing existing AWM Finance & Business Management (F&BM) manual processes by leveraging SSIS, SQL, Python and/or Databricks workflows Build and maintain dynamic Tableau and ThoughtSpot dashboards with the goal of eliminating static pdf/excel based reporting Train and mentor AWM Finance & Business Management (F&BM) colleagues to become self-sufficient in data visualization tools like Tableau and ThoughtSpot Increase the productivity and decrease the workload of AWM F&BM staff thru automation and process improvements Assess project requirements and aid in the selection of the right technology tools to support the solution - whether SQL Server, Databricks, Tableau, Python, or ThoughtSpot Understand the variety of sources for information and how to strategically source data Work with key stakeholders (including accounting teams, reporting and analysis teams and F&BM leadership) to prioritize projects, determine requirements for automating existing processes and designing the appropriate the solution Conduct unit and integration testing and coordinate User Acceptance Testing Partner effectively across AWM F&BM and Corporate Technology Required qualifications, capabilities, and skills: At least 4 years of experience in finance, data & analytics, and/or project management within the Financial Services industry Demonstrated Python, SQL Server and Tableau experience is required Experience with data warehouse systems, SQL, user access, data mining, and reporting applications/tools Strong understanding of data, data modeling and database methodologies and architecture disciplines Experience with Cloud technologies AWS/Databricks Experience in working with large datasets (millions of records) for data exploration and analysis (e.g., AWS, SQL, Databricks) Versatile in learning and picking up different software, tools, methodology, or coding languages. Preferred qualifications, capabilities, and skills: Financial / Accounting background is a strong plus Working knowledge of APIs - RESTful APIs, Web Services Passion for scaling and automation, with AI experience ThoughtSpot

Looking to join our dynamic team at Ohio State University Physicians where excellence meets compassion!? Who we are With over 100 cutting-edge outpatient center locations, dedicated to providing exceptional patient care while fostering a collaborative work environment, our buckeye team includes more than 1,800 nurses, medical assistants, physicians, advanced practice providers, administrative support staff, IT specialists, financial specialists and leaders that all play an important part. As an employee of Ohio State University Physicians (OSUP), you'll be an integral part of a team committed to advancing healthcare, education, and professional growth. Our culture At OSUP, we foster a culture grounded in the values of inclusion, empathy, sincerity, and determination. We meet our teams where they are, coming together to serve each other and our community. Our benefits We know that having options and robust benefit plans are important to you. OSUP prioritizes the wellbeing of our team and that's why we offer our employees a flexible, competitive benefit package. In addition to medical, dental, vision, health reimbursement accounts, flexible spending accounts, and retirement, we also offer an employee assistance program, paid time off, holidays, and a wellness program designed to support our employees so they can live their best lives. As an OSUP employee, you will be eligible for these various benefits depending on your employment status. Responsibilities Uses integrated health information systems and telephone technology with customer service skills to facilitate customer interactions such that the customer experiences the Medical Center and its entities as an accessible, coordinated, and seamless entity. Performs an accurate search for patient in EPIC data base, thus, reducing the number of duplicate patient records. Assesses the patient's financial ability to pay for services, referring patients to financial counseling staff when appropriate. Sends eligibility requests to all payors to verify accurate and current coverage. Provides required clinical, insurance, and demographic information to payor to obtain precertification. Verifies insurance eligibility via various tools. Requests and creates referrals for specified population, as required. Pre-certifies and obtains authorization numbers and enters information into patient's account obtaining medical, ICD and CPT codes. Contacts external companies to verify patient's employment and insurance information for Workers compensation cases, as required. Works with the Veterans' Administration to assure services are covered and authorized. Provides accurate information to billing and case management to assure payment of claims. Interacts and maintains excellent working relationships with medical staff, referring physicians, and their designees to obtain complete, accurate, timely clinical and financial information required for payer reimbursement. Displays the highest level of customer service, attentiveness, and consideration possible in all cases, keeping within the standard set by the Office of Compliance and HIPAA in reference to confidentiality. Alerts management of problems with systems and workflow. The ability to perform the duties of FCR I and to assist that area as assigned. Other duties as assigned. Qualifications Associates degree or higher, or high school diploma/GED with 2+ years of experience in insurance, healthcare, or related field. Excellent customer service skills coupled with enthusiasm and compassion along with the ability to work in a fast paced environment. Exceptional verbal and written communication skills. High level of interpersonal skills to handle sensitive, confidential situations and establish effective working relationships with patients, physicians, team members, and others throughout the organization. Attendance, promptness, professionalism, the ability to pay attention to detail, cooperativeness with physicians, co-workers and supervisors, and politeness to customers, vendors, and patients. Ability to escalate issues if necessary. Knowledge and understanding of coding, insurance, and Federal, State, and 3rd party billing/reimbursement requirements. Experience with PC applications including MS Office and Internet. Ability to maintain employer training requirements. Pay Range USD $17.49 - USD $26.23 /Hr.

KIPP, the Knowledge Is Power Program, is a national network of free, open enrollment, college preparatory public schools dedicated to preparing students in underserved communities for success in college and life. There are 255 KIPP schools across the nation and the District of Columbia, serving more than 100,000 students. Nationally, KIPP students are graduating at 3x the national average for low-income students. Founded in 2008 with 50 students in 5th grade, KIPP Columbus currently serves nearly 2,000 students in grades Kindergarten through twelfth. The mission of KIPP Columbus is to create a system of schools where students develop the intellectual, academic, and social skills needed to understand and take action on issues they encounter in everyday life. KIPP Columbus continues to rank as one of the top five schools for academic growth of any school in the state of Ohio, and is a top performing urban school in the state for academic growth. In our second class of graduating high school seniors in the spring of 2021, 100% of students were accepted to college with over $20 million in merit scholarships from colleges and universities awarded. In addition to academic excellence, KIPP Columbus also partners with more than 100 community organizations to provide extracurricular activities, programming, health and wellness services, meals, and more to KIPP students, families, and the broader community. KIPP is also a member of the Ohio High School Athletic Association, offering more than 10 varsity sports. The KIPP Columbus learning campus will continue to advance student learning, expand partnerships, enable superior programming, and serve as a teaching and leadership lab for schools nationwide, reimagining education through a deeper lens of antiracism, excellence, and joy. Interested in learning more about our school? Please check out our website: ***************************** Director of Finance. Job Description Key responsibilities include, but are not limited to, the following: Purchasing * Serves as the primary purchaser for KIPP Columbus, verifying that requests comply with internal policies and procedures * Creates requisitions to turn into purchase orders * Issues purchase order change forms * Ensures compliance with federal procurement requirements Accounts Payable * Reviews and approves invoices for goods and services, verifying that transactions comply with internal policies and procedures * Reconciles expenses and other financial reports with account balances and other office records * Maintains organized accounting files * Researches and prepares documents for grant reporting * Other related duties as assigned Grants Management * Preparation and upload of quarterly grant requests * Complete and verify totals and documentation prior to grant certification and submission to minimize any questions and corrections after submission and ensure timely grant funding * Monitor invoice processing to ensure all relevant expenses are allocated appropriately to accounts. * Management of KIPP Foundation Pass through funding grants & other restricted grants Finance Operational Support * Suport annual and strategic planning process and maintain active understanding of progress toward multi-year goals and strategic priorities * Support compliance systems and risk management processes and procedures Qualifications * Bachelor's Degree Required * 3 to 7 years of relevant work experience, preferably in education setting * At least 2 years managing a team or multiple large projects * Strong organizational skills, ability to streamline finance functions * Excellent computer skills using Microsoft Excel and Microsoft Word * Detail- and results-oriented team player who is dedicated to getting the job done accurately and on a timely basis * Flexible, creative, collaborative, and inquisitive working style * Strong judgment and decision-making skills * Excellent organizational, verbal, and written communication skills * Desire to continuously learn and increase effectiveness as a professional * Ability to persevere with a sense of optimism, strong problem solving skills, and desire to learn and grow in a collaborative professional learning community * Willingness, and commitment, to go above and beyond to prove the possible with students. * Ability to multi-task and work within an ambiguous, fast-moving, start-up environment, while driving toward clarity and solutions * Extreme flexibility, with a strong work ethic and an entrepreneurial spirit to accommodate high levels of responsibility and multiple priorities Additional Information All your information will be kept confidential according to EEO guidelines.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Here at Lower, we believe homeownership is the key to building wealth, and we're making it easier and more accessible than ever. As a mission-driven fintech, we simplify the home-buying process through cutting-edge technology and a seamless customer experience. With tens of billions in funded home loans and top ratings on Trustpilot (4.8), Google (4.9), and Zillow (4.9), we're a leader in the industry. But what truly sets us apart? Our people. Join us and be part of something bigger. Job Description: As a Loan Advisor, you'll play a pivotal role in helping customers navigate their home financing journey. You'll connect with potential clients, uncover their needs, and provide expert guidance on loan options-all while enjoying unlimited earning potential and a fast-paced, rewarding career. Why You'll Love This Role: Uncapped Commission - The more you close, the more you earn! Plenty of Warm Leads - Focus on selling, not prospecting. Cutting-Edge Technology - Tools that simplify and streamline your workflow. Rapid Career Growth - Clear promotion paths as we continue expanding. Support & Training - Ongoing mentorship and weekly coaching sessions. What You'll Do: Engage and build relationships with potential clients. Provide expert guidance on loan options tailored to client needs. Analyze financial data to identify the best financing solutions. Present loan programs that align with company and regulatory standards. Close deals and help customers achieve their homeownership dreams. Who You Are: A persuasive communicator with a sales-driven mindset. Energetic, competitive, and motivated by financial success. Skilled at building rapport and uncovering customer needs. A fast learner who thrives in a high-performance environment. Rotational Program: Complete a comprehensive 1-3 month training program to gain hands-on experience. Prepare for and pass your NMLS exam to become licensed. Transition into the Loan Advisor role, where you'll start closing deals and earning big commissions! This is your chance to launch a lucrative career in the mortgage industry. Are you ready to close deals and change lives? Apply today! 🚀 When you join: You'll join a locally and nationally recognized best place to work that values promotion from within Plus: Competitive compensation plan Extended benefit offerings including: Medical/dental/vision Paid holidays Paid time off Maternity leave Life insurance Short- and long-term disability 401K with company match Corporate wellness program Discount on home mortgage refinances or purchases Where you'll work: You'll join us at on-site at our Columbus, OH headquarters: 711 N High Street, Columbus, OH 43215 Salary: Enjoy a guaranteed base rate during your first 90 days, followed by a competitive commission-based structure with potential annual earnings ranging from $50,000 to $100,000. Lower provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Cherry Bekaert's Strategic Financing Services (SFS) Group is looking for a Project Finance Associate to join the SFS team. We offer an opportunity to work with a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, NMTC placement and deployment, and NMTC compliance and asset management services. The successful candidate will assist in building a pipeline of potential borrowers, structured finance opportunities, and work with the team as we expand into new markets and regions using in-depth knowledge of and relationships with Community Development Entities (CDEs), tax credit investors, and other community development stakeholders. The successful candidate will have a strong sense of urgency and a mission to help make a difference in Low-Income Communities. **About SFS:** SFS has been involved in the NMTC industry since its inception and to date has secured over $1.7 billion in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 28,077 direct jobs, served 957,153 clients through community facilities, and helped create over 10.6 million square feet of new and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as 66%, median family income as low as 14.24%, and unemployment rates as high as 31.2% **As a Project Finance Associate, you will:** + Communicate with and manage relationships with potential borrowers, CDEs, and investors + Identify, evaluate, and manage a pipeline of NMTC, and other community development finance, opportunities + Collect, package, and manage due diligence on potential borrower and Project Sponsors + Develop marketing materials to present to CDEs and investors + Build relationships with CDEs to better identify the best project financing match + Support the structuring of NMTC transactions in collaboration with external legal counsel + Advise borrowers on business terms and work with borrowers and closing team to finalize loan structure + Other job-related functions as assigned + Travel: 15% **What you bring to the role:** + BA in Accounting, Finance, Economics, or related field; Master's Degree or JD a plus + At least 1+ years of experience in community development finance, structured finance, or commercial loans preferred + Knowledge of tax credit financing required, with specific experience with NMTC strongly preferred + Experience in working with CDEs, lenders, investors + Demonstrated experience in putting together and closing deals is a plus + Proficiency in Excel + Strong sense of urgency and shared sense of mission **What we offer you:** + Our shared values that foster inclusion and belonging, including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from diverse backgrounds and with different cultures Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** $56,525 - $109,500 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Glassdoor (*********************************************************************************** , Instagram (**************************************** , Twitter (********************************** and Facebook (***************************************** . © 2025 Cherry Bekaert. All Rights Reserved. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

If you are passionate about supporting initiatives and executing processes that enhance efficiency and the client experience, then a role as a Business Solutions Banker is for you. As a Business Solutions Banker in Business Banking, you will be helping to improve the lives of our clients and the well-being of their businesses by offering financial solutions, education and advice. You will manage a portfolio of business or Not-for-Profit clients, and build relationships through providing financial education and innovative solutions with a focus on client experience. Job responsibilities Deliver an outstanding experience to Chase Business Banking clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses Plan and conduct regularly-scheduled, agenda-based meetings with each client to understand their needs and goals; identify their banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist the client with Chase online systems Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio Manage a portfolio of 250 high value business banking or Not-for-Profit clients by cultivating relationships to ensure a seamless client experience throughout Chase Understand the client's short-term and long-term capital needs to identify and manage credit opportunities up to $250,000 Understand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client.; understand and recommend ways to keep clients' funds and accounts protected Own client experience from end-to-end, engaging appropriate service teams to resolve issues; own the survey results for all assigned clients; and know when to escalate issues that require additional assistance or resolution Required qualifications, capabilities, and skills Minimum 3 years' experience in a Business Banking Relationship Management or portfolio management role, or related business experience Maintain strong Zoom/phone-based and written communication skills with individuals at all levels internally and externally 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 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 Preferred qualifications, capabilities and skills Bachelor's degree in Finance or related field, or equivalent work experience

About Us: The BeOnAir Network is an organization that instructs students in all areas of the broadcast industry to become the next generation of media professionals. Our brand promise is "Learn from a Pro to Become a Pro"; students are trained by broadcast media professionals working in the field. The organization operates seven campuses across Ohio, Illinois, Colorado, and Miami. Like all members of the BeOnAir Network staff, the Financial Aid Advisor is expected to project the organization's core values and core purpose. This position supports a college and creative culture and ensures graduates are fully ready for entry-level employment opportunities. A key role of the Financial Aid Advisor is assisting students with their financial aid eligibility. This individual is accountable for the one-on-one advising involved in ensuring students comply with their federal financial aid. The Financial Aid Advisor will work closely and in conjunction with the Admissions Departments to provide financial aid options for potential new students and complete their packaging on time. The Financial Aid Advisor is also responsible for meeting a monthly cash collection goal. Additional responsibilities may include participation in orientation, graduation, campus events, and various tasks. The Financial Aid Advisor must have extensive experience and judgment to plan and accomplish campus and department goals. Scorecard accountabilities: Financial Aid first-time appointments, applicants that enroll within five days, same-day financial aid estimate, students enrolled in auto debit/payer express, cash collected vs. cash due, title 4 drawdowns on time, complete student financial aid packaging promptly. Responsibilities: * Meet prospective students and determine their eligibility for financial aid and other most appropriate tuition options, including payment plans or other financing options. * At a student's first meeting with the Financial Aid advisor, the goal of the visit is to be able to achieve an estimate of Financial Aid eligibility as a result of the student completing the FAFSA and receiving the EFC in an email confirmation. If the student has already completed the FAFSA during this session, the student should assign the school OPEID code to their FAFSA so the school can proceed with packaging. A follow-up appointment is to be scheduled within 48 hours so the student can return to complete the FA process. * After a student is packaged and all internal documentation is filled out, enroll the student in payer express to contribute to the campus goal. * Set all students up in QuickBooks Campus and QuickBooks Cash Receipt with all pertinent information, and upload award letters into QuickBooks. * Upload files for review by NFA and RFA through the enrollment cycle. * Upload Term 2 files for review by NFA and RFA once SAP is received from Education * Submit completed drop packet for review by NFA and RFA * Complete a payment plan form to ensure auto payment authorization and specific payment dates. Program tuition/fees or approved packing is due for all students by the end of add/drop. * Assist students who are flagged for verification to complete the verification process within 2 weeks of informing student of being selected for verification. * If any packaging for a student results in more than an out of pocket $5000 balance as of the last day of the last term, then approval must be requested from the CEO prior to the student sitting in class or being counted as an enrolled student. * Ensure packaging does not exceed 30 months. If any additional time, seek approval from the National Director of Financial Assistance and Planning (NDFAP). - Adhere to non- interest payment plan: only available to students who after borrowing from Direct and Plus loans still have a balance left on their account. * Print and file student ledgers to confirm all pulls were received. * Maintain compliant FA files to include all documents on checklist that relate to the first term. (This includes: Enrollment Agreement, ISIR, NSEstimate of FA, Signed Award, Entrance Counseling, MPN, Payment Plan, and any items flagged for verification and ledger card. For the second terms proof of SAP assessment, revised ledger card and before graduation Exit counseling.) * Responsible for maintaining receipt of payments. * Complete nightly bank deposits. * Interact with students using phone, email, texts, social media channels, and one-on-one communication to ensure accounts are less than 30 days past due. * FA Advisor must conduct a daily review of the aging reports and/ or internal tracking reports for payments due by active cohorts to manage meeting weekly cash goal. * Join in on weekly one-on-one ledger reviews with NFA and RFA and send a follow-up email about any pending financial aid needing to be requested * Ensure payments are collected and processed on the due date. (If a due date falls on the weekend, payment should be sought the Friday before.) * Complete a weekly review of grads and drops on aging to ensure accounts are current. * Execute MPN's by the end of the drop/add period. * Conduct Entrance and Exit counseling as due. * Follow up with pending financial aid students to ensure they have all information needed for their education decision to meet app to enroll weekly goal. Supervision Received: This is an independent position that reports to the Campus Director and National Director of Financial Assistance and Planning. Two mandatory weekly meetings takes place: 1) Financial Aid Advisor to discuss goals to actual achievements; 2) Staff Meeting. Supervision of Others This individual may supervise another financial aid advisor should campus needs require. Physical Demands In order to fully service the staff and student needs this position requires the employee to often physically move from department to department. This is not a sedentary position. * Occasional lifting, bending and climbing stairs * Frequent talking, listening, walking, sitting and standing * Ability to perform multiple concurrent tasks and function in a fast-paced working environment Work Experience Requirements * Three years of business experience, ideally within a financial aid/customer service background. * May need to complete credit, criminal, and drug background checks successfully. Education Requirements * 4-year college degree and/or experience equivalency. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

KPMG Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading market tools, we make sure our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. KPMG is currently seeking a Specialist, Financial Services Delivery to join our Managed Services practice. Responsibilities: * Conduct comprehensive Anti-Money Laundering (AML) investigations, including pulling transactional data and Know Your Client (KYC) records from bank systems, analyzing transaction information, researching open sources and media checks, as well as making recommendations for either Suspicious Activity Reports (SAR) or no SAR * Draft comprehensive and clear investigative summaries detailing findings and recommendations; plan Suspicious Activity Reports (SAR) when applicable * Ensure daily production of case investigations and quality reviews goals are met and reported to Team Leads * Provide feedback to Investigators on case errors or inaccurate analysis * Verify case investigation documentation is consistent with procedures and accurate, ensuring case narratives are detailed and decisions/recommendations are well supported * Review SAR forms and narratives for completeness and accuracy, making necessary edits as needed * Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment Qualifications: * Minimum one year of recent experience in AML investigations within the financial services industry; experience performing AML Transaction Monitoring investigations, preferably for a retail bank, drafting Suspicious Activity Reports (SARs), and/or performing quality assurance (QA) * Bachelor's degree from an accredited college/university or equivalent work experience in areas such as financial services, investigative service, or law enforcement * Understanding of the Bank Secrecy Act, USA Patriot Act, and other applicable laws and regulations * Experience performing AML Investigations and drafting SAR narratives * Good knowledge of Microsoft Office * Strong oral and written communication skills * Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT, or any other employment-based visa). KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at "Benefits & How We Work". Follow this link to obtain salary ranges by city outside of CA: ********************************************************************** KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site). KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, "on your side" goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care. This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program. Your career at Nationwide includes a 7-week training program designed to set you up for success and confidence in your new role. Your training schedule will be Monday-Friday, 9 AM - 5:30 PM ET. Post-training schedule hours for this role could fall between the time frame: 8 AM - 11 PM ET Monday to Friday, with a potential of a Saturday shift, which would be 9 AM - 6 PM ET. Candidates must be prepared to pass the SIE (Securities Industry Essentials), Series 6 and 63 exams within the first 120 days of employment. Licensed candidates are strongly preferred. Candidates must live within a 35-mile radius of the following office locations: Ohio - Three Nationwide Plaza, Columbus, OH 43215 Arizona - 18700 North Hayden Rd, Scottsdale, AZ 85255 Technology Requirements This position requires that you maintain the following technology requirements for your home office: * 30 mbps download/3 mbps upload * Acceptable internet service provider technologies are: broadband cable and fiber * Wired connection between work equipment and home internet equipment Your total rewards package includes a salary of $45,000 with opportunities for shift differential on qualifying roles and a competitive benefits package. Internal only: Comp grade - C3 #LI-CB2 Summary Do you love connecting and building new business relationships? If you have a natural curiosity, are excited about helping people and want to accelerate both your personal and professional growth, we want to know more about you! As a Representative, you'll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Additionally, you'll effectively interpret and articulate Nationwide's marketing strategies when communicating with customers. Job Description Key Responsibilities: * Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing. * Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need. * Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper. * Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Nationwide policies, firms, plan documents and state and local laws. * Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract. * Analyzes problems to determine proper course of action, striving for first time final resolution. When necessary, works with internal partners to resolve escalated issues. Integrates lean methodology into daily interactions through problem-solving meetings and team huddles. * Develops and grows through monthly individual meetings with leadership to set in place a career path strategy. Setting goals and expectations to achieve success in the role as well as future opportunities. May perform other responsibilities as assigned. Reporting Relationship: Reports to Supervisor/Manager and does not have direct reports. Typical Skills and Experiences: Education: High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred. License/Certification/Designation: ChFC, CLU, other industry designations desirable FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system. Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position. Experience: One year of experience in customer service, sales related occupations. Knowledge, Abilities and Skills: Knowledge of various insurance products and the sales process. Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states. Understands the consequences of not following the FINRA rules and regulations. Excellent verbal and written communication skills to effectively communicate with others. Proficiency with computers and common office software. Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers. Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resources Business Partner. Values: Regularly and consistently demonstrates the Nationwide Values. Job Conditions: Overtime Eligibility: Eligible (Non-Exempt) Working Conditions: Call center environment. Extended periods of time sitting in front of a computer and taking phone calls. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Benefits We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here. Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

In 1952, Columbus Equipment Company was founded by Bill Early, who was known around the world as a legend - a true innovator in the heavy equipment industry. Recognized today as Ohio's Dependable Dealer, the company's commitment to employees and unmatched reputation for product support excellence extends across the State of Ohio, as well as the Midwest region. Remaining a family owned business, Columbus Equipment has expanded into ten locations and continues to be committed to being the best-the best equipment, the best product support, the best customer service, and the best overall experience when it comes to purchasing heavy equipment. We realize that our employees are our most important resource, and that our customers are our most important asset. At Columbus Equipment Company, our customers are our first priority, and we are looking to add team members that will help us build partnerships that will foster success. Whether you're looking to embark upon a new career or bring a wealth of experience to the table. Columbus Equipment Company is offering attractive benefit packages and compelling career tracks to those in search of a position within our company including, but not limited to: Health dental and vision insurance 401K Vacation and PTO STD, Life, and Disability Insurance Paid Holidays Tailored Training Tuition Assistance/Reimbursement Succession Pathway Responsibilities and Duties Primary role is arranging financing for selected CEC sales for customers Liaison between designated finance companies and CEC Process credit applications and Submit to various funding sources Collect financial info from customers when needed Process credit reports and business reports (Paynet, D&B and CBR's) Perform searches on transactions where a trade is included, to assure clear title Communicate finance approvals to all parties of interest Negotiate acceptable approvals on behalf of the customer and CEC. Secure pay off's for Trades on sales transactions Document finance contracts and send to appropriate recipients Review invoices related to every sale where financing is provided to the customer Process/Review all Signed documents and send to the respective funding sources Notify accounting, inventory mgr. and upper management of funds being received Process pay off's for trades and prepare check/wire requests through the VP of Finance. Generate Finance Documentation fees and when appropriate Referral fees. aka Dealer Reserve Continue to support customer regarding questions that pertain to their finance accounts. Perform searches on all Equipment purchases of the Used Equipment Department Prepare Subordination letters and send to secured parties to assure trade's clear title to CEC Request partial releases of assets that have been found to be secured by other financial institutions Calculate costs to buy down rates to a lower % than what funding sources and programs offer Secure Lease pricing on transactions that are outside Mfgr's programs (3 rd Party Funding Source) Circulate all Finance Programs to the CEC Sales force and understand them Be well versed in IRS rules regarding depreciation and any tax incentives for Capital Purchases Assist customer base with refinancing, pay offs, consolidation loans and loan extensions etc. Qualifications Preferred Bachelor's Degree Preferred 3 years in Equipment Finance Field Word, Excel, Adobe etc. Manage every transaction Cradle to Grave Works well with and communicates to personnel with clear direction Mortgage Calculations *key Physical Requirements Must be able to adhere to prolonged periods of sitting at a desk and working on a computer Must be able to speak and write English, and hear to communicate Must be able to lift up to 15 pounds occasionally Must be able to use hands to operate office equipment Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Position OverviewAt 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 Personal Banker within PNC's Retail Banking organization, you will be based in Columbus, Ohio.Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. 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. To learn more about this opportunity, please watch this video. 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 SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles 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.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.BenefitsPNC 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 AccommodationRequest@pnc.com. 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.

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description:Identify, solicit, develop, manage, service, retain and grow long-term profitable middle market relationships in assigned region by offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective clients with $75MM to $500MM in annual sales. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - II) should be differentiated based on years of banking experience, portfolio size, and overall potential in the role per leadership discretion.ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and the Leadership Institute to consistently deliver a differentiated client experience in all client, prospect and center of influence (COI) interactions. 2. Develop and execute a marketing plan focused on winning new client relationships and expanding existing client relationships. Focus on driving continual improvement in portfolio revenue growth and new production revenue. 3. Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance with the Truist credit risk appetite. 4. Proactively contact clients to fully develop middle market banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions. 5. Champion non-credit financial services activity in the middle market segment, driving fee-based revenue opportunities, including specific efforts to serve the retail banking needs of our clients' owners/management/teammates (e.g. Private Wealth Management, Truist@Work Financial Wellness, Momentum on Up, etc). 6. Maintain proficiency and a high level of expertise in most aspects of finance; manage large and complex corporate relationships. Maintain extensive knowledge about complex credit products and structuring, including loan syndications, participations, and other capital markets solutions. 7. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree or equivalent education and related training 2. Ten (10) or more years of experience in commercial banking 3. Strong interpersonal communications; can handle client relationships with borrowing clients with total debt of $10,000,000 or more 4. Highly skilled and proficient in most aspects of corporate finance, Capital Markets, Treasury, and other non-credit services 5. Ability to grasp complex credits clearly; is insightful in all aspects of finance 6. Excellent verbal and written communication skills 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Application Deadline: 04/29/2025 Address: 1027 4th Ave. Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. * Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. * Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). * Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. * Supports customer transactions needs based on customer traffic. * Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. * Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. * Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. * Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. * Acts as a key member of a collaborative and versatile branch and market team. * Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work information to ensure accuracy and completeness. * Takes the initiative to find creative approaches that make each customer's experience feel personal. * Looks for ways to contribute to the ongoing improvement of the overall branch customer experience. * Contributes to business results and the overall experience delivered in the branch. * May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. * Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. * Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. * Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. * Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. * Complies with legal and regulatory requirements for the jurisdiction. * Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. * Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. * Analyzes issues and determines next steps. * Broader work or accountabilities may be assigned as needed. Qualifications: * Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. * Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. * Appropriate lending qualifications and designations. * Working knowledge of personal and small business customer needs and solutions. * Working knowledge of retail investments and lending products. * Experience in financial services is an asset. * Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. * Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. * Passionate commitment to helping our customers. * Drive to deliver a personal customer experience. * A focus on results and the ability to thrive in a consultative sales and team-based environment. * Resourceful self-starter with courage and confidence to approach customers. * Readiness to collaborate and work in different capacities as part of a team. * Strong interpersonal skills, including the ability to build rapport and connections with customers. * An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. * Specialized knowledge. * Verbal & written communication skills - Good. * Organization skills - Good. * Collaboration & team skills - Good. * Analytical and problem solving skills - Good. Salary: $41,715.00 - $55,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we've been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business. About the role: While encompassing the traditional transactional responsibilities, this position is also expected to be a sales leader and mentor to other client service staff and to lead initiatives assigned by Management. As the front-line staff, those in this position are often the first point of contact for existing and potential customers, requiring strong interpersonal skills and a dedication to customer service. What you'll do: * Develop business and generate meaningful growth through inside and outside sales. * Act as a liaison between lines of business to effectively cross-sell and deliver exemplary products and relationship servicing to new and existing clients. * Provide excellent customer service throughout the client relationship, coordinating with other departments to find satisfactory resolutions where needed. * Serve as a knowledgeable resource to both staff and customers, possessing a deep understanding of banking fundamentals as well as CFBank services, products, and compliance requirements. * Conduct a wide range of daily customer transactions as needed including check cashing, deposits, withdrawals, IRA transactions, HSA transactions, loan payments, opening, and closing deposit accounts, ATM balancing, customer access to safe deposit boxes, and other transactions on deposit accounts, while operating within procedural guidelines and compliance requirements. * Help to ensure branch compliance, assisting with internal and external audits as needed. * Comply with internal security policies and procedures and maintain customer confidentiality at all times. * Adhere to all regulations, policies, and record-keeping requirements. Desired Qualifications: * High school diploma or general educational degree (GED) with some banking/finance experience or education preferred. * Strong prior experience in product knowledge and cross-selling performance expected with position * Willing to register and maintain a registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements * Expected to acquire and maintain proficiency in the bank's policies and procedures, and adhere to all laws, rules, and regulations that are applicable to conduct, and the work being performed. * Proficient computer skills are required and the ability to learn various Banking Software programs. * Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. * Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing * Must have excellent organizational skills and the ability to multi-task and to be flexible. What We Offer: * Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility. * Professional development opportunities including educational/training opportunities * "Accelerated" 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3 year vesting * Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!) * Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources * One of the most collaborative environments you'll find, with a team of hard-working mutually invested professionals who are excited about shared success

Ohio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws. Who We Are… Guided by a single mission “To reduce recidivism among those we touch,” the Ohio Department of Rehabilitation and Correction believes that everyone is capable of positive change. Our staff embrace these core values and serves as role models for pro-social behavior conveying an attitude of dignity and respect in the treatment of others. What We Do… The Ohio Department of Rehabilitation and Correction has been tasked with front line crime reduction through rehabilitative treatment and programming efforts provided in a safe, secure and humane correctional environment and effective community supervision. Our goal is to protect the public through helping individuals turn away from crime and become productive, contributing members of our communities, ensuring a safer Ohio for all Ohioans now and in the future. To learn more about our agency, please visit our website at **************** Are You Ready? We are thrilled to see that you are interested in beginning your career with the Ohio Department of Rehabilitation and Correction! Without a doubt, this will be the most rewarding and meaningful work you'll ever find with a work family that is second to none! 18 mos. exp. or 18 mos. trg. in accounting &/or finance to include a basic level of experience in spreadsheet software. -Or completion of high school technical program in accounting; 6 mos. exp. or 6 mos. trg. in accounting or finance to include a basic level of experience in spreadsheet software. -Or completion of associate core program in business administration, accounting, finance or related field. -Or equivalent of Minimum Class Qualifications for Employment noted above. Job Skills: Accounting and Finance, Bookkeeping, Attention to Detail, Problem Solving, Customer Focus. The State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting. What You'll Do\: This position works under immediate supervision and requires some knowledge of accounting systems and procedures • Performs data entry chartfield coded Request to Purchases into OAKS • Processes vouchers in OAKS for EDI, payment card, capital payments and 5% of other assigned vouchers • Submits assigned invoices with attached supporting documentation to Ohio Shared Services (OSS) for processing the OAKS voucher (e.g., OAKS, Excel Spreadsheet, Word) • Prepares local funds for voucher payments • Validates all types of vouchers for management approval • Validations of invoices include but are not limited to\: determines accuracy, remittances and validity of invoices, and prepares vouchers for invoice payments or disbursement of funds • Verifies mathematical accuracy, quantity of goods purchased and received, purchase price, applicable discounts, and freight charges • Reconciles discrepancies • Verifies appropriation sources • Matches invoices to delivery receipts and purchase orders • Places invoices in recaps, determining total amount of recap and voucher numbers • Verifies accuracy of money remitted • Forwards invoices to appropriate divisions prior to processing the voucher for approval • Obtain all types of receivers through electronic signature approval, email, signed invoices • Examines and verifies invoice calculations, delivery receipts and other supporting documentation • Utilizes resources to validate all types of invoices (e.g., retrieves data from OAKS FIN, CACTAS or other files and ledgers) information for financial reports • Prepares bi-weekly, monthly, quarterly and/or annual reports on accounts maintained • Posts, updates and balances ledgers and journals to include internal accounts for local funds, all types of purchase orders and encumbrance documents, transfers, cancellations, and vouchers payable • Posts receipts and balances accounts on daily/weekly/monthly basis • Reconciles internal accounts • Verifies management approval of the voucher through OAKS and/or local funds. • Performs variety of related clerical tasks (e.g., opens and sorts mail) • Composes and edits correspondence relative to assigned work • Maintains files • Operates equipment to generate typed reports and correspondence • Answers telephone inquiries • Greets customers • Responds to or refers complaints • Answers general inquiries within established guidelines) • Completes forms (e.g., purchase orders) and inventory levels and activity reports • Handles inventory control and asset depreciation. • Attends meetings and trainings • Assists other financial associates as directed by supervisor • Works on special projects and committees • Performs other duties as assigned. At the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes: Medical Coverage Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period Paid time off, including vacation, personal, sick leave and 11 paid holidays per year Childbirth, Adoption, and Foster Care leave Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more) Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation) *Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position. Application Procedures\: In order to be considered for this position, you must apply on-line through this posting website. (We no longer accept paper applications.) When completing your on-line Ohio Civil Service Application, be sure to clearly describe how you meet the minimum qualifications outlined on this job posting. We cannot give you credit for your qualifications, experience, education and training in the job selection process if you do not provide it in your on-line application. You can check the status of your application by signing into your profile on this website. We will communicate with you through the email you provided in your profile and job application. Be sure to check your email often. If you require a reasonable accommodation for the application process, please contact the Human Resources Office so proper arrangements can be made. Otherwise, you will be given specific instructions on requesting an accommodation if you are invited to an assessment and/or interview. The Ohio Department of Rehabilitation and Correction is a tobacco-free workplace. Pre-Employment Drug Testing: All final applicants tentatively selected for this position will be required to submit to urinalysis to test for illegal drug use prior to appointments. Testing will also be performed for the presence of marijuana. An applicant with a positive test shall not be offered employment unless the applicant submits medical documentation of legally prescribed medications or a recommendation for medical marijuana. Pre-Employment Background Investigation: The final applicant selected for the position will be required to undergo a criminal background check. An individual assessment of an applicant's prior criminal convictions will be made before excluding an applicant from consideration. The Ohio Department of Rehabilitation and Correction is prohibited from hiring: Individuals under a federal or state weapons disability if the position requires firearms certification/recertification and use; Individuals who have engaged in sexual abuse in a prison or other confinement facility; have been civilly or administratively adjudicated, or convicted of engaging or attempting to engage in sexual activity in the community facilitated by force, implied threats of force, or if the victim did not or was unable to consent; Individuals convicted of soliciting or providing support for an act of terrorism, terrorism, or money laundering to support terrorism; Individuals who have been convicted of or pled guilty to a felony where a direct correlation exists between the position and prior criminal behavior.