Trader Jobs in Florence, KY

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  • Financial Representative

    The Western and Southern Life Insurance Company 4.8company rating

    Trader Job 9 miles from Florence

    Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
    $42k-74k yearly est. 18d ago
  • Financial Representative

    Modern Woodmen of America 4.5company rating

    Trader Job In Florence, KY

    Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $18 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact. Our representatives provide financial guidance and products to help members protect their families and their futures. Our products help fund member programs, including social, educational and volunteer activities that enrich members' livesand meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2024, Modern Woodmen spent $17.4 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you Show integrity and character. Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have overcome adversity. Grow by helping others. Show volunteer spirit in the community. Look for self-improvement opportunities. Enjoy building long-term relationships. Credible, trustworthy and honest. Education and training Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications Passion for bettering members' financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.
    $28k-39k yearly est. 7d ago
  • Business Banker

    Prequel Solutions

    Trader Job 9 miles from Florence

    Join a dynamic and growing team as a Middle Market Relationship Manager, helping transition the bank further up-market. In this role, you'll be a true client advisor - not just a lender - bringing the full power of the bank to middle market companies with $10MM+ in revenues and $3-5MM+ borrowing needs. What You'll Do: Serve as the primary relationship lead, delivering a full suite of solutions across treasury management, FX, wealth, insurance, and employee benefits. Originate and structure loans in the $5MM-$10MM+ range, collaborating with internal partners. Hunt and build new client relationships while growing an existing portfolio. Drive value through syndicated and club deal opportunities. Operate with a team-first mindset: aggressive in business, selfless in approach. What We're Looking For: 5+ years in banking, ideally a blend of business and commercial banking experience. Strong credit skills with experience in complex deal structures, including syndicated or club deals. Proven ability to develop new business and deepen client relationships. Bachelor's degree required; additional certifications a plus. Existing Cincinnati market ties and a potential book of business are highly desirable. Ambition to grow into a leadership role over time.
    $36k-65k yearly est. 5d ago
  • Proprietary Equity Trader

    T3 Trading Group 3.7company rating

    Trader Job 9 miles from Florence

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $76k-141k yearly est. Easy Apply 60d+ ago
  • Mutual Fund Trader

    Gerber Life Insurance In Fremont, Michigan 4.0company rating

    Trader Job 9 miles from Florence

    Places mutual fund trades for the firm's registered reps via the brokerage platform. Rebalances and places model trades for client accounts held by the firm's Registered Investment Advisor. Monitors all daily trade activity firmwide, ensuring trades are entered and processed in accordance with published firm rules and industry regulations. Processes and documents trade error and trade correction requests. Serves as a point of contact and subject matter expert for the brokerage platform performing account paperwork review and opening, maintenance, cashiering requests, transfers and additional follow up as needed. Works with some supervision and is responsible to make an established range of decisions, escalating to the manager when appropriate. Responsibilities What you will do: Executes mutual fund orders through the brokerage system. Model trading for the Registered Investment Advisor, including rebalancing, initial trades and liquidations. Adheres to all SEC, FINRA, WSBS and sponsor rules, regulations, policies and procedures when placing trades. Evaluates error correction requests to determine the appropriate corrective action to implement and document action taken. Notifies compliance and management if appropriate. Documents activity, including trade tickets and order blotters. Serves as a subject matter expert for the brokerage platform, performing account paperwork review and opening, maintenance, cashiering requests, transfers and additional follow up as needed. Responds to field inquiries on the brokerage platform and other products or services available through WSBS. Trains and educates the field by communicating WSBS and Brokerage Operations policies, procedures, processes, products, service charges, etc. Prioritizes problem resolution items, resolves and responds or escalates to the operations manager accordingly. Monitors brokerage exception reports. Researches exceptions and takes appropriate action when necessary, which may include contacting registered reps. Seeks continuous improvement in all processes and services that affect WSBS and Brokerage Operations; implements necessary changes. Provides assistance as needed to management for other projects and duties. Performs other duties as assigned. Complies with all policies and standards. Qualifications High School Diploma Or GED - Required College degree - Preferred Registered Investment Advisor experience trading or back office administration preferred. - Required Proven experience as a licensed professional, either as a producer, trader or call center representative. - Required Must provide examples from work experience of maintaining a high degree of accuracy associated with high volumes of work and/or multiple duties. - Required Demonstrated experience maintaining a calm and professional demeanor when handling stressful situations. - Required Demonstrated experience working independently. Experience must include identifying and resolving problems where independent decision-making and initiative were demonstrated. - Required Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions. - Required Demonstrated knowledge and background in trading, trading desk operations and compliance of mutual fund trading. - Demonstrated strong attention to detail with excellent organization skills. Cite examples of organization and time management/methods used to manage or prioritize workload demands. - Possesses and displays excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner while following proper rules of grammar, diction and style. Demonstrated ability to effectively interact and communicate with all levels of staff and management. - Proven ability to handle confidential information. - Proficient in word processing, spreadsheet and database applications. - Able to adapt to use proprietary and web-based systems. - Familiarity with Pershing and the NetX360 brokerage platform preferred. - Series 7 and 63 Upon Hire - Required Series 24 Upon Hire - Preferred Series 65 or 66 Upon Hire - Preferred Work Setting/Position Demands: Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings. Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned. Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis. Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions Performs substantial movement of wrists, hands, and fingers for continuous computer work. Extended hours required during peak workloads or special projects/events. Travel Requirements: None We can recommend jobs specifically for you! Click here to get started.
    $86k-134k yearly est. 12d ago
  • Nordstrom Hiring Day - Friday April 25, 11am-5pm - Kenwood Towne Centre

    Nordstrom Inc. 4.5company rating

    Trader Job 9 miles from Florence

    Join us for our Hiring Event on Friday, April 25, 2025! Event Time: 11am-5pm. No need to schedule in advance, please join us at any time during the event for an interview Hiring Event Instructions: * When you arrive at the store, please follow the signs for hiring event location, or ask any Nordstrom employee for direction * You are welcome to bring a copy of your resume, but it is not required * Allow approximately 1 hour for the interview process * On-the-spot job offers will be made for most roles We are currently hiring for Sales and Support positions in the following areas: * Women's Apparel * Kids Shoes * Lingerie * Shoes * Inventory Support JOIN OUR TEAM TODAY AND GET: * 20% Employee Discount * Opportunities for advancement * Medical/Vision, Dental, Retirement and Paid Time Away * Life Insurance and Disability * Employee Assistance Program Resources For a full list of open positions and job descriptions, visit Careers.Nordstrom.com. If you are unable to make the event, your application will still be considered. We've got you covered… Our employees are our most important asset and that's reflected in our benefits. Nordstrom is proud to offer a variety of benefits to support employees and their families, including: * Medical/Vision, Dental, Retirement and Paid Time Away * Life Insurance and Disability * Merchandise Discount and EAP Resources A few more important points... The job posting highlights the most critical responsibilities and requirements of the job. It's not all-inclusive. There may be additional duties, responsibilities and qualifications for this job. Nordstrom conducts background checks and considers qualified applicants with criminal histories in a manner consistent with all legal requirements. Applicants with disabilities who require assistance or accommodation should contact the nearest Nordstrom location, which can be identified at ****************** Please be mindful that there may be legal notices and requirements related to this job posting that are specific to your state. Review the Career Site FAQ's for relevant information and guidelines. 2022 Nordstrom, Inc Current Nordstrom employees: To apply, log into Workday, click the Careers button and then click Find Jobs.
    $53k-104k yearly est. 12d ago
  • Financial Services Representative

    PFS 4.5company rating

    Trader Job 28 miles from Florence

    About the job Fortune 1000 Company that went public in 2010 on the NYSE. Role Description This is a part-time, flexible, remote role as a Financial Representative. The role involves tasks related to financial planning, client advisory services, and promoting financial products. The Financial Representative will work closely with clients to understand their financial goals and provide appropriate recommendations. Understanding of financial planning principles and investment products not required as you will be fully trained. Qualifications Excellent communication and interpersonal skills Ability to work independently and manage time efficiently Willingness to obtain all State and Federal Licensure Must pass a background check Located in the US
    $24k-33k yearly est. 58d ago
  • Leasing Representative (Retail) at Last Mile Investments

    North American Properties 4.4company rating

    Trader Job 9 miles from Florence

    North American Properties and its portfolio companies believe that it all comes down to connections-people to each other; cities to their souls; partners to opportunities; and individuals to experiences that move them. We believe that by fulfilling people's desire for connectedness, we're creating happier places and experiences that in turn become more successful environments, more vibrant communities and ultimately, a better world. Since 1954, we've balanced a well-capitalized approach and a keen focus on successful execution with a willingness to question conventional wisdom, reimagining and expanding the possibilities for more than $7 billion of assets across the US. Whether developing multifamily, mixed-use, office, student housing, hotel or retail environments, we're driven to deliver more valuable, meaningful real estate and ventures that transform, inspire, delight and succeed by connecting us all with what matters most. Overview of Job Description Classification: Exempt, Regular Full-Time Last Mile Investments (the “Company” or “Last Mile”) is looking to hire a self-motivated Leasing Representative, who is energized to perform in a fast-paced, high growth, team-based environment. The Leasing Representative would join the leasing team to execute leasing initiatives within our national retail portfolio across 20 major MSAs and growing. Last Mile Investments is a real estate investment manager focused on the retail sector. Last Mile is partnered with North American Properties (“NAP”), a best in class, real estate operating company with over $7B in investments. Between Last Mile and NAP, our team has a decades long track record in every aspect of retail operations, investing, value add and development. The Leasing Representative will be part of a team reporting to the Vice President of Leasing, and must have excellent communication skills, the ability to multi-task and prioritize assignments, a high level of attention to detail, and be unafraid to ask questions or seek direction. The Leasing Representative will also need the organization skills necessary to effectively manage a high volume of deals and coordinate between third party brokers and internal leasing team (“Leasing Team Personnel”), tenants, vendors, and other internal and external parties. Duties and Responsibilities Contribute to and execute on the leasing, merchandising, and value creation strategy for a region of a national portfolio of assets. Manage third-party leasing relationships across multiple states and markets. Negotiate/analyze letter of intents, new Leases, renewals, and other amendments. Draft simple renewal documents and amendments Conduct portfolio reviews with tenants. Collaborate with VP of Leasing on annual budgets for vacancies and renewals. Collaborate with VP of Leasing and VP of Acquisitions to optimize our understanding of sub-market trends, market rents, opportunities, risks, among other vital assessments for properties we're under contract with and existing assets. Partner with Operations to achieve annual and quarterly asset management goals. Travel required. Qualifications and Requirements 2-10 years of retail leasing, in volume, preferably with experience within an owner/operator Demonstrated ability to manage a fast paced, deadline driven environment. Demonstrated ability to multi-task and prioritize assignments while delivering consistent quality work. High level of attention to detail and accuracy. Demonstrated ability to work with little supervision and seek help when needed. Demonstrated ability to build strong internal and external relationships. Strong analytical and communication skills. Compensation and Benefits Last Mile's Leasing Representative position will include a benefits package that includes medical, dental, life, and 401(k). It will provide a competitive salary based on the candidate's experience. About North American Properties NAP upholds a professional and deadline‐oriented working environment in an office setting. At NAP, we live our values of Relationships, Ownership, Agility, Strength, and Stability, Courage and Creativity, Empowerment, and Integrity. North American Properties does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need. We look forward to hearing from you!
    $38k-78k yearly est. 10d ago
  • Private Client Banker - Greater Cincinnati - Florence KY

    Jpmorgan Chase 4.8company rating

    Trader Job In Florence, KY

    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: ************************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $37k-80k yearly est. 8d ago
  • Private Client Banker - Greater Cincinnati - Florence KY

    JPMC

    Trader Job In Florence, KY

    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: **************************************************************************
    $32k-64k yearly est. 6d ago
  • Lead Financial Clearance Representative

    Trihealth 4.6company rating

    Trader Job 9 miles from Florence

    This position is responsible for training, daily oversight, and work direction of the Precertification Team and requires demonstrated success as a Precertification Specialist. Maintains the master schedule, covers open shifts, updates PTO calendar. Responsible for the following daily activities: monitoring work flow, assigning work, auditing staff, running reports, and problem solving for staff issues. Supports Manager by attending meetings, providing input for staff performance appraisals and assisting with other duties as assigned. Assists Manager in identifying and implementing process improvement initiatives. Provides staff education to improve performance and is able to work in multiple Service lines. Provides back-up for multiple Precertification Service Lines. Ensures adherence to departmental guidelines and assists with performance measures. This position demonstrates a high degree of job knowledge and skill in the processes related to Insurance Verification and Precertification of Infusion, Radiology and Surgery Service Lines and Inpatient Notification of Admission. Job Requirements: To be considered for this remote position you must reside in the Greater Cincinnati or surrounding area High School Degree in General Studies Proven apptitude for creating and providing training Understands basic concepts of process improvement Able to perform multiple complex processes 2-3 years experience Healthcare Job Responsibilities: Obtains precertification in compliance with established guidelines and processes. Has ongoing knowledge of organizational and payer protocols to determine the amount of time needed to obtain precertification for various service lines. Creates and follows scripting and documentation for precertification in order to maximize reimbursement for the organization. Works a daily dashboard to ensure that all accounts are secured and approved. Responsible for overseeing and delivering training to new and existing Team Members. Supports continuous improvement by identifying errors, problems and issues while making suggestions for correction of problems. Communicates quality issues to staff in a positive manner, OR; coordinates changes and identifies opportunities for improvement. Updates and maintains resource manual with material that is crucial to the success of the Team.. Reviews denials to identify trends warrenting process improvement and provides coaching for Team Members. Provides meaningful statistical information and provides a tool for feedback. Corrects quality errors in an appropriate time frame to ensure accurate information flows to billing, OR: Works with management team to identify changes needed in processes. Meets deadlines for projects. Audits precertifications for quality measures, i.e. ensure consistent format for data entry, accuracy of insurance information and appropriatte documentation for approval or possible appeal of billed accounts. Conducts Team Huddles Weekly and communicates important process changes and updates. Other Job-Related Information: Working Conditions: Climbing - Rarely Concentrating - Consistently Continous Learning - Consistently Hearing: Conversation - Consistently Interpersonal Communication - Consistently Kneeling - Rarely Lifting Pulling - Rarely Pushing - Rarely Reaching - Rarely Sitting - Frequently Standing - Rarely Stooping - Rarely Thinking/Reasoning - Consistently Use of Hands - Frequently Color Vision - Consistently Walking - Occasionally TriHealth SERVE Standards and ALWAYS Behaviors At TriHealth, we believe there is no responsibility more important than to SERVE our patients, our communities, and our fellow team members. To achieve our vision and mission, ALL TriHealth team members are expected to demonstrate and live the following: Serve: ALWAYS… • Welcome everyone by making eye contact, greeting with a smile, and saying "hello" • Acknowledge when patients/guests are lost and escort them to their destination or find someone who can assist • Refrain from using cell phones for personal reasons in public spaces or patient care areas Excel: ALWAYS… • Recognize and take personal responsibility to address and recover from service breakdowns when a customer's expectations have not been met • Offer patients and guests priority when waiting (lines, elevators) • Work on improving quality, safety, and service Respect: ALWAYS… • Respect cultural and spiritual differences and honor individual preferences. • Respect everyone's opinion and contribution, regardless of title/role. • Speak positively about my team members and other departments in front of patients and guests. Value: ALWAYS… • Value the time of others by striving to be on time, prepared and actively participating. • Pick up trash, ensuring the physical environment is clean and safe. • Be a good steward of our resources, using supplies and equipment efficiently and effectively, and will look for ways to avoid waste. Engage: ALWAYS… • Acknowledge wins and frequently thank team members and others for contributions. • Show courtesy and compassion with customers, team members and the community
    $43k-76k yearly est. 22h ago
  • Virtual Relationship Banker

    General Electric Credit Union 4.8company rating

    Trader Job 9 miles from Florence

    Relationship Banker- Virtual Branch (onsite) General Electric Credit Union is a not-for-profit, member-owned full service financial institution headquartered in Cincinnati with branches in Ohio and Kentucky. At GECU, we pride ourselves on maintaining quality service, being an employee-friendly workplace, and developing our team members while teaching you the skills to lead you to career advancement opportunities. At GECU, we want to support your wellbeing by offering a wide range of benefits: Health, Dental and Vision insurance Life and Disability insurance options Paid Time Off starts accruing once hired and take your birthday off - paid 401k Retirement plan with up to a 10% match of your base gross compensation Tuition reimbursement opportunities & professional development Volunteer opportunities -and earn additional PTO hours! On-site clinics for Vaccines and Mammograms And many more! Come join GECU as we are a curated culture of respect, understanding, and mutual recognition. We believe forming bonds and connecting with each other only stands to strengthen the service we provide to our members in our mission of improving the Quality of Financial lives! Essential Responsibilities: Uncover members' financial goals and needs through consultative conversations Advise members on GECU products and services that help achieve desired outcomes and financial goals Responsible for managing a book of business that continuously meets sales and service goals through virtual consultative conversations, with current and prospective members Answer inbound calls from members regarding new consumer loan accounts and new depository accounts, as well as assist members with general information and inquiries regarding existing Individual Retirement Accounts (IRAs) and Health Savings Accounts (HSAs) Facilitate the consumer loan application process, including product recommendation, conducting loan interview, evaluating member credit reports, and collecting the required loan documents to submit for underwriting and processing Facilitate member loan closings electronically through DocuSign or by scheduling an in-person loan closing at a branch location Manage loan pipeline by conducting member follow-ups via email or phone and reviewing loan documentation to advance the lending process in a timely manner Perform basic account maintenance activities using the required systems, processes, and procedures as necessary to advance the lending process Open and close various types of depository accounts utilizing the required systems and following appropriate policies and procedures Collaborate with and assist internal team members with new deposit and consumer loan accounts via internal chats and phone Review accounts for quality control purposes Perform other duties to support Virtual Branch Services as necessary Education and Experience: High school diploma or GED required Minimum two years of customer service or call center experience required Minimum one year of experience in a financial institution (FI) or related industry required Basic understanding of FI products and services Fundamental experience in consultative conversations Working experience to analyze financial data including credit reports Knowledge, Skills, and Abilities: Proficient at written and verbal communication with ability to develop skills to explain products effectively to members Ability to listen and comprehend members' financial concerns and questions Basic interpersonal and emotional intelligence skills needed to deliver updates to members about loan approval or denial with the ability to develop these skills further Ability to function well in a fast-paced call center environment
    $31k-40k yearly est. 37d ago
  • Personal Banker

    Peoples Bank 4.5company rating

    Trader Job 19 miles from Florence

    Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank: American Banker Best Banks to Work For in 2021, 2022, and 2023 Top Workplaces USA national award in 2022, 2023, and 2024 Newsweek's America's Best Banks 2023, and 2024 U.S. News & World Report's Best Companies to Work For in Banking and in the Midwest 2024-2025 At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization. Job Purpose: This is a professional selling position in retail banking with accountability to attract new relationships and retain existing relationships. Job Duties: Responsible for proactively meeting customer financial needs through direct sales and referrals - while delivering world class service. The PB I will execute their daily customer interaction in person, on the telephone or video device and at periodic outside venues - using the Peoples Bank sales process - which is rooted in ethical needs-based solution-oriented selling. They will be accountable for specific monthly production goals - of Peoples products and services including: Loans, deposits and access to their information via multiple platforms including mobile banking. Additionally, a PB I will need to identify needs and refer to expert partners to include mortgage solutions, retirement solutions and several other non-traditional bank solutions. Deliver superior customer service with a friendly demeanor, can-do attitude, and willingness to help at all times. Develop and retain the customer base, greet by/use name, have knowledge of account ownership, and be responsive and timely with correspondence and problem resolution. Maintain a position of trust and responsibility by keeping all customer business confidential. Maintain balancing and error record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for more difficult errors. Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, and examines checks for endorsement and negotiability. Acquires, uses, and maintains, consumer lending product knowledge and abilities to generate and execute consumer loans, lines and deposit products. Must be self-motivated and assertive with an ability to perform well in a sales environment and interact well with customers and team members in a professional manner. Must possess an ability to turn service encounters into dialogue-based meetings where other needs can be uncovered. Consistently meeting or exceeding sales referrals as set by management. Maintain a well develop working knowledge of the complete line of products and services offered. Initiate conversations to uncover customer needs to be capable of effectively referring customers to business partners for the selling and cross-selling bank products and services to customers. Consistently completes required training for all bank and branch policies and procedures. Responsible for interpreting documents such as safety rules, account documents, operating and maintenance instructions, consumer loan documents and procedure manuals. Ability to speak effectively before groups of customers or employees of organization. Define and offer solutions to resolve problems. Uses knowledge of the organization to identify helpful resources. Follow operational standards regarding security, risk management, and compliance. Make calls via phone or zoom to clients and/or prospects on a weekly basis to meet calling goals of the branch while recording those calls in the P1 system. Ability to interpret data to evaluate for acceptable lending ratios and product and service opportunities. Consistently meet sales goals. The PB has a primary responsibility to uncover customers' financial needs, anticipate future needs and provide recommendations that will ethically better the customer's financial life. Will perform special projects as assigned. Education, Experience and Job Skills: Minimum 1 year of needs-based sales experience. Prior job experience with extensive customer contact is required. Must be a flexible team player with excellent oral and written communication, customer service and cross-selling skills. Must be able to establish and maintain working relationships with partners at their location and via telephone. Must be a decision maker with well-developed interpersonal skills to represent the Bank positively in dealing with customers. Must be self-motivated and assertive with an ability to perform well in a sales environment and interact well with customers and team members in a professional manner. Must possess an ability to turn service encounters into dialogue-based meetings where other needs can be uncovered Must be able to pass background and credit standards to hold NMLS credentials. Must have ability to learn computer and mobile device application quickly. Trustworthy and confidential behavior is essential in this role. Reliable transportation Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Basic Qualifications: High School Diploma or GED; 1 month to two years related experience and/or training; or equivalent combination of education and experience. Minimum 1 year of needs-based sales experience. Reliable transportation. Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Equal Opportunity Employer M/F/Disabled/Vet; If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process or other inquires.
    $29k-35k yearly est. 60d+ ago
  • Private Client Banker

    Keybank 4.4company rating

    Trader Job 24 miles from Florence

    Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Responsibilities Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products Consistently attains individual activity, behavior, and outcome expectations. Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts. Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.). Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. Support of branch operations including assisting with client transactions on the Teller line as needed. Participate in and occasionally facilitate morning huddles and end of day debriefs Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications High School Diploma , GED, or equivalent experience (required) or Bachelor's Degree (preferred) Experience Qualifications Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required) Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required) Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred) Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required) Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Licenses and Certifications FINRA License S6 Upon Hire (required) FINRA License S63 Upon Hire (required) FINRA Security Industry Essentials (SIE) Upon Hire (required) Life and Health Insurance Licenses Upon Hire (required) Tactical Skills Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts Strong work ethic and high level of integrity Excellent Time management skills Personal Skills Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity Practical Skills Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Job Posting Expiration Date: 05/09/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $30k-50k yearly est. 4d ago
  • Personal Banker

    PNC Bank Na 4.4company rating

    Trader Job 24 miles from Florence

    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, you will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Fairfield, Ohio at the Indian Springs branch.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.
    $30k-38k yearly est. 30d ago
  • Virtual Premier Banker - WV, KY, OH or NC

    Truist Bank 4.5company rating

    Trader Job 9 miles from Florence

    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:Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. Leverage the Truist referral network to generate client acquisition and provide comprehensive advice and solutions. 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. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding. 2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs). 4. Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's contact management system. 5. Establish and maintain excellent working relationships with various Truist teammate product and service specialists (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (e.g. banking, mortgage, planning, investments, and insurance services). Ensure an integrated and seamless approach to developing, servicing and enhancing the client portfolio. Serve as an advocate for clients with the IRM partners. 6. Establish and maintain mutually beneficial business relationships with external centers of influence who will enhance business development efforts. 7. Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships. 8. Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures. 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 with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2. Minimum of five years of financial services experience working with clients dealing with banking, investments, and/or retail lending. (experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained, or must be obtained within 100-150 days of job entry date. Active FINRA licenses must be transferred within 60 days of job entry date. Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check. 5. Strong interpersonal, sales and relationship management skills. 6. Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products. Preferred Qualifications: 1. Master's degree in business, accounting, finance, or banking 2. Mass Affluent Banking experience 3. Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset Management Specialist AAMS , Certified Trust and Financial Advisor CTFA , Chartered Life Underwriter CLU , CRPC - Chartered Retirement Planning Counselor, or ChFC - Chartered Financial Consultant 4. Completion of Leadership Development Program or Banking School such as Truist Leadership Development Program or Banking School 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
    $24k-30k yearly est. 60d+ ago
  • Relationship Banker - Cincinnati North - Cincinnati OH

    Chase 4.4company rating

    Trader Job 9 miles from Florence

    You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements 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: **************************************************************************
    $23k-28k yearly est. 21d ago
  • Preferred Banker II (Union Center)

    First Financial Bancorp 4.2company rating

    Trader Job 26 miles from Florence

    We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The Preferred Banker is responsible for developing, defining, and executing the First Financial Bank strategy while working with key partners across the Bank as the primary relationship lead, especially within the Wealth and Investment Division (i.e. Yellow Cardinal). Preferred Bankers drive the success of the stated goals and objectives of the Consumer Bank strategy by proactively engaging and pursuing activities that provide holistic financial solutions for clients within the affluent segment that lead to long-term relationships. Preferred Bankers oversee the attracting, retaining, and growing of client relationships through personalized client plans and fostering a trusted advisor relationship through First Financial Bank's products, with a wide array of banking and investment services. Essential Functions/Responsibilities Actively manages client relationships acting as the first point of contact for assigned client relationships, being the client's personal advocate across the organization, adding value and service through the ability to identify client needs by developing personalized plans for clients, analyzing customer information, defining goals, and building a strategy and plan in order to make recommendations. Drive and build trust through timely and relevant communication, documenting progress, executing efficiently, and delivering on the established plan with the client. Develop strong business relationships with key partners (i.e. Yellow Cardinal) focusing on deepening client relationships, finding new opportunities, and sharing client relationships, making the needed introductions and referrals to appropriate business partners. Leverage internal partners, external contacts, and centers of influence as sources for new client opportunities for First Financial Bank within their assigned District(s) and Region. Integrate well into the community, developing outside sales opportunities by being visible through active participation in community groups. Discover and support site-specific events open to the community. Maintain proficiency in product knowledge and comprehensive solutions that First Financial Bank offers that involve deposit, credit, and investment components. Proactively sets calling strategies within the Region to follow up on leads to establish opportunities that drive new connections and opportunities that lead to new clients, anchored with a core checking account or operating account. Participates in bank marketing and sales promotions, especially within the District and assigned Region; contributing to initiatives and programs designed to promote organization's strategic priorities. Maintain and complies with all bank, loan, and regulatory guidelines and policies. Be the point of contact for local bankers, specialists, and partners, providing coaching, feedback, and knowledge on how a Preferred Banking relationship can benefit clients and business owners. Actively seek opportunities to develop and maintain their book of client relationship to be the primary connection and advocate for clients and business owners by listening, educating, advising, and guiding them towards their financial goals. Engage consistently the Region's Business Specialists and Commercial Officer to assist and develop opportunities with existing business owner clients and external prospects, being the point of contact for small to mid-size company owners that can benefit from an advisory-based relationship with a Preferred Banker Model the way and take a proactive approach with peers and teammates within the District and Financial Centers to improve knowledge and execution in engaging affluent clients and uncovering opportunities. Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job 5-8 years experience in banking and/or in the financial services industry working with clients. 5-8 years sales and service experience with previous success in achieving sales and service goals related to working with customers within First Financial. Bachelor's Degree or equivalent experience. Demonstrate strong product knowledge related to banking products, services, and credit solutions for consumer clients. Familiarity with financial planning, investment products, and wealth solutions. Excellent interpersonal, verbal, written communication, organizational, and time management skills. Ability to manage multiple tasks/projects and deadlines simultaneously. The ability to work well independently with limited direct supervision and in a team environment. Preferred Knowledge and Skills Obtained FPQP equivalent or higher with a desire to pursue advanced professional financial designations (CFP , CWS, ChFC, etc.) Level of Complexity and Scope Handles routine and moderately complex issues and clients. Escalates highly complex issues and clients to upper management. Degree of Independence and Decision-Making Regularly follows established guidelines and works with a moderate degree of supervision. Autonomy to make decisions outside of normal guidelines which may require upper management approval. Required Supervisory Responsibilities No direct supervisory responsibilities. May act as a mentor/resource for lower level Preferred Bankers. Physical Requirements Occasionally lifts and carries up to 20 lbs. Frequently lifts and carries up to 10 lbs. Occasionally walks. Frequently sits, stand, drive, and navigate a typical office environment. Compliance Statement The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements. Development and Training Benefits We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide. Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions. It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law. We are an E-Verify Employer.
    $26k-37k yearly est. 1d ago
  • Personal Banker

    German American Bancorp, Inc. 4.5company rating

    Trader Job 11 miles from Florence

    Job Title: Personal Banker As a Personal Banker, you are the client's trusted advisor, helping with their banking needs through meaningful conversations and deep product knowledge to suggest and offer banking products and services. What You'll Do: * Day in the Life - Every day you will work face-to-face with clients, open new deposit accounts, perform loan and deposit transactions, and manage a cash drawer. You will assist team members and clients, solve complex problems, and ask questions to uncover needs, referring business to different areas of the company, such as lending, insurance, and wealth management. * What it Takes - To thrive in this role you must be able to maintain confidentiality, have previous customer service and cash-handling experience, and a proven ability to meet and/or exceed monthly goals for product referrals. You will use banking software to view customer accounts, research statements and transactions, answer customer questions, and to refer them to other services and products. Bonus Points: * Bilingual/Multilingual What we can offer you: * Medical, dental, vision, STD, LTD, Life insurance, etc. * 17 days paid time off, 11 paid holidays and bereavement leave * Education assistance program * Paid family bonding leave * Wellness benefits * Life event coverage * Service awards * Financial benefits including 401(k) match, stock purchase plan, loan discounts and more * National and local discounts on everything from computers and vacations to phones and retail shopping * Free checking account, checks and discounted bank services This position will be located at: 602 South Fort Thomas Avenue Fort Thomas, Kentucky, 41075 United States About Us: Heartland Bank, a Division of German American Bank, and its family of financial services companies employ talented, compassionate people throughout the organization, truly making our Company special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.
    $35k-40k yearly est. 5d ago
  • Lead Relationship Banker

    Lcnb National Bank 3.8company rating

    Trader Job 9 miles from Florence

    Identifying Information: Department: Branch Operations Reports To: Tracy Parnell, Branch Manager Status: Full-Time Hourly Non-Exempt Bank Operation Hours: Monday - Friday 8:15am-5:15pm Position Purpose: Provides superior and quality service to our customers. This position requires a broad knowledge of all bank products, services and general operations. Responsible for ensuring all functions performed on the teller line are compliant and adhere to regulations and company procedures. Essential Duties and Responsibilities Oversees the daily operations of the teller line Assist customers by accurately and efficiently processing transactions, such as deposits, withdrawals or payments Identifies and resolves customer servicing issues or account discrepancies Serves as primary troubleshooter for complex problems Coaches, mentors and leads teller line by example Ensure compliance with all internal controls and established policies and procedures Promote and advise on the bank's products and services Maintain a position of trust and responsibility by keeping all customer business confidential Identify referral opportunities and make relevant referrals Communicate effectively with other team members and other areas of the bank Skills/Competencies Managing multiple priorities Interpersonal skills Coaching others Strong computer skills Strong written and verbal communications skills Cash handling Problem solving Accuracy and attention to detail Customer focused Strong leadership and team building skills Education/Experience High School Diploma or GED equivalent required Leadership/Management/Supervision Education and/or Experience (preferred) Customer service experience (preferred) Cash handling experience (preferred) Ohio Notary Public (or the ability to obtain commission within first three months of employment) Working Conditions Must be able to remain in a stationary position 50% of the time Occasionally move/traverse to access files and equipment Constantly operates a computer and other office productivity machinery, such as a phone, calculator, copy machine, scanner and computer printer Ability to think, reason and communicate clearly The ability to observe and identify details at close range Occasionally moves coin bags weighing up to 50 lbs. Occasionally will need to travel up to a 30-mile radius Compliance Statement: The associate is responsible for meeting all compliance requirements imposed on LCNB bank by State and Federal law and regulations, as well as all related LCNB Bank policies and procedures. Incumbent must be able to perform the essential functions of the position with or without reasonable accommodation. Equal Opportunity Employer/Disability/Veterans
    $23k-27k yearly est. 1d ago

Learn More About Trader Jobs

How much does a Trader earn in Florence, KY?

The average trader in Florence, KY earns between $51,000 and $138,000 annually. This compares to the national average trader range of $56,000 to $144,000.

Average Trader Salary In Florence, KY

$84,000
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