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Reposted An Hour AgoSaved
In-Office
Cincinnati, OH, USA
Senior level
Senior level
Fintech
Lead corporate strategic planning and regulatory compliance efforts. Advise business leaders with market and competitive analysis, quantitative modeling, and business case development. Develop frameworks, tools, and communications, lead meetings with senior stakeholders, and manage/direct a small team to implement strategic initiatives.
An Hour AgoSaved
In-Office
Perrysburg, OH, USA
Entry level
Entry level
Fintech
Acquire, grow, and retain Preferred Program and mass-affluent banking customers. Build trusted-advisor relationships through consultative sales, assess financial needs, recommend banking and investment solutions, and achieve referral and investment sales goals. Partner with financial center teams and investment executives, participate in customer outreach, seminars, and community events, maintain product expertise, manage risk, and support customer retention and wealth growth.
Top Skills: Nationwide Mortgage Licensing System (Nmls)
Reposted An Hour AgoSaved
In-Office
Grand Rapids, MI, USA
Junior
Junior
Fintech
Manage and document accounts involving bankruptcy, deceased estates, and insurance claims; monitor consumer loans and credit cards through bankruptcy; initiate internal bankruptcy processes; submit court claims; coordinate with successors, executors, attorneys, and outside vendors; perform title and lien research; enter account updates in bank systems; process trustee and remittance payments; ensure compliance with regulations and escalate issues as needed.
Top Skills: ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
3 Hours AgoSaved
In-Office
Cincinnati, OH, USA
Senior level
Senior level
Fintech
Lead technical engineering work for cross-functional Agile teams by implementing features, improving product quality, automating processes, supporting and troubleshooting services, and coordinating code and hardware deployments. The role includes environment and release management, uptime monitoring, regulatory controls, documentation, technical guidance, mentoring, and collaboration with QA, production support, and development teams.
Top Skills: AgileConfiguration ManagementContinuous IntegrationRelease ManagementWaterfall
3 Hours AgoSaved
In-Office
Raleigh, NC, USA
Junior
Junior
Fintech
Supports commercial Relationship Managers with sales, client servicing, prospect research, financial and credit risk analysis, pricing models, proposals, KYC due diligence, and client presentations. The role also develops new business through prospecting, consultative selling, client outreach, and proposal advancement. It includes structured training in commercial banking, finance, credit analysis, and relationship management, with opportunities for increasing client engagement and business development responsibilities.
Top Skills: IrisMicrosoft Office Suite
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3 Hours AgoSaved
In-Office
2 Locations
Entry level
Entry level
Fintech
Leads securities sales production within an assigned banking territory, coaches and develops licensed retail bankers, conducts client investment meetings, manages relationships, supports referrals, and achieves securities fee-income and sales goals. Provides investment education, organizes sales planning, monitors performance, conducts seminars, and ensures compliance with bank policies and risk requirements. Travel is required within the assigned territory.
Reposted YesterdaySaved
In-Office
2 Locations
122K-262K Annually
Senior level
122K-262K Annually
Senior level
Fintech
Serve as a trusted private bank advisor coordinating specialist teams to deliver wealth planning, investments, banking, trust, and risk management. Prospect and grow client relationships using the Life360 process, execute client reviews and onboarding, hit revenue and service metrics, ensure regulatory and risk compliance, document activity in CRM, and obtain required licenses and certifications (including NMLS and industry designations).
Top Skills: CRMExcelLife360NmlsPowerPointWord
YesterdaySaved
In-Office
3 Locations
54K-112K Annually
Junior
54K-112K Annually
Junior
Fintech
Manages a portfolio of treasury management clients as their primary advisor and relationship contact. Responsibilities include resolving service issues, analyzing client data, recommending additional services, managing risk, supporting implementations, coordinating internal teams, and contributing to client retention, satisfaction, and revenue growth.
Top Skills: ExcelMicrosoft OnenoteMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
Reposted YesterdaySaved
In-Office
2 Locations
Senior level
Senior level
Fintech
Manage and underwrite a commercial loan portfolio by analyzing borrower financials, projections, covenants, collateral, risk ratings, and emerging credit risks. Partner with Relationship Managers and Credit Risk on renewals, amendments, approvals, and documentation. Prepare credit recommendations, portfolio reports, and senior-management presentations while ensuring policy and regulatory compliance. The role also includes client interaction, mentoring junior staff, and maintaining accurate records and data governance.
YesterdaySaved
In-Office
2 Locations
Senior level
Senior level
Fintech
Drives new Middle Market commercial client acquisition and revenue growth through prospecting, networking, relationship development, pipeline management, and consultative selling. Partners with relationship managers, product specialists, credit teams, and financial service groups to structure solutions involving loans, deposits, treasury management, and fee-based products. Coordinates client onboarding, monitors market trends, maintains forecasts, meets production goals, and ensures activities comply with credit, risk, and regulatory standards.
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