Sales Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities. Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Acts as the Core Team Member for One Bank to identify opportunities wit

Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post appoint

The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationsh

Prospect and Client Discovery Plays a major role in the sales process in acquiring significant (generally > $10 million investable) relationships by partnering with the WMA and collaborating with specialists in delivering Fifth Third's discovery experience to clients and prospects. Primary focus is understanding and memorializing the entirety of the client's/prospect's cu

Financial Specialist 1 Job Locations US OH Dayton ID 2024 4659 Category Finance Type Full Time Hours/Week 40 Location Name Wright Patterson AFB Max USD $41,000.00/Yr. Position Summary Odyssey is seeking a Financial Specialist I to support Naval Medical Research Unit Dayton (NAMRU D). NAMRU D is located at Wright Patterson Air Force Base and is Navy Medicine's world class,

Pursues communication with defaulted customers utilizing manual dialing to offer potential workout alternatives Contacts delinquent customers to obtain payment commitments. Makes collection/demand calls with an account load defined by applicable capacity model. Analyze customer's situation and collateral risk to present alternative solutions including Forbearance Plans, R

Job Title Department Financial Advisor Securities Administration Location This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Franklin, OH; Beavercreek, OH; Mason, OH; Blue Ash, Cincinnati, OH; Wilmington Pike, Centerville, OH; Franklin, OH or Montgomery, Cincinnati, OH. Market

Pursues communication with defaulted customers utilizing manual dialing to offer potential workout alternatives Contacts delinquent customers to obtain payment commitments. Makes collection/demand calls with an account load defined by applicable capacity model. Analyze customer's situation and collateral risk to present alternative solutions including Forbearance Plans, R

At Sentry, we focus on the future and want to help you do the same! Sentry has a team of Retirement Plan Consultants dedicated to educating individual customers and participants on the advantages of participating in a retirement plan and operating an efficient Plan. What You'll Do Lead group enrollments for assigned employer sponsored retirement plans Provide accurate and

The Audit Project Manager I conducts end to end business process audits for various business/functional areas within the Bank. Audits are performed in a team environment under the guidance of the Audit Manager. Responsibilities include developing and executing audit planning, fieldwork, reporting and wrap up activities on each engagement in accordance with established sta

Responsible for answering incoming calls to the office in regards to financial assistance. The agent will be patient, understanding, empathetic, and be able to provide the caller with the correct answers to their questions in a timely manner. Support the goals of the Office of Student Financial Assistance by providing the highest possible customer service. May be tasked w

Sales Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities. Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Acts as the Core Team Member for One Bank to identify opportunities wit

The Wealth Planner (Planner) is responsible for delivering financial planning experience to Key Private Bank (KPB) high net worth clients and prospects. The Planner will work closely with KPB Relationship Managers to acquire and deepen relationships by increasing planning engagement with existing clients, and support prospect and Centers of Influence (COI) engagements. Th

Apply knowledge of consumer banking products and financial need assessment tools to create a memorable customer experience and help customers achieve their financial goals Use of the consultative approach with current customers to uncover and identify their needs while tailoring recommendations/solutions Maintain a well developed, working knowledge of products, services,

Utilize in depth knowledge of loss mitigation options to manage a portfolio of accounts in late stages of delinquency (approaching charge off status). Pursues communication with defaulted customers utilizing manual dialing to offer potential workout alternatives. Contacts delinquent customers to obtain payment commitments. Makes collection/demand calls with an account loa