28 Results for

Banking Jobs in Shaker Heights, OH

Jobs

Parma Heights, OH30+ days ago

Full-time

Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.

Solon, OH30+ days ago

Full-time

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers . Branch Banking Client Consultant I-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services.

Macedonia, OH30+ days ago

Full-time

Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner.

Cleveland, OH30+ days ago

Full-time

Third Federal is a leading lender of conventional home mortgages lending in 27 states, plus the District of Columbia, with retail branch offices in Ohio and Florida. Track record of completed projects that showcase leadership, engagement, and the ability to manage complex business challenges to successful results.

avon, OH30+ days ago

Full-time

Our mission is to help people achieve the dream of home ownership and financial security while creating value for our customers, our communities, our associates, and our stockholders. Third Federal is a leading lender of conventional home mortgages lending in 27 states, plus the District of Columbia, with retail branch offices in Ohio and Florida.

Westlake, Ohio30+ days ago

$50,000–$120,000

Of course, investment management is a cornerstone of the work we do--and we’re proud of our approach to how we build portfolios for our clients - but we recognize that this is just one tenet of the true range of advice that is meaningful to growing one’s wealth. The advisor development programs touted by the big box firms consist of a gray-haired advisor that beats his chest for an hour or two and then tells the new recruits where their phone and desk is.

Hudson, Ohio30+ days ago

$18–$22.60

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. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues.

Cleveland, Ohio30+ days ago

$18–$23.08

Cleveland, Ohio30+ days ago

$18–$23.08

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. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues.

Elyria, OH14 days ago

Minimum Qualifications/Experience: · 3 years of relevant and transferrable sales and/or customer service experience; OR an Associate’s degree and 1 year of relevant and transferrable sales and/or customer service experience; OR a Bachelor’s degree. Working Conditions: · Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs.

Cleveland, Ohio22 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Akron, Ohio30+ days ago

$18.75–$25

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. Lead Tellers help observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for day-to-day Teller scheduling, staffing issues, and branch compliance with regulatory, security, and internal audit controls.

Macedonia, Ohio30+ days ago

$18.75–$25

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. Lead Tellers help observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for day-to-day Teller scheduling, staffing issues, and branch compliance with regulatory, security, and internal audit controls.

Cleveland, OH14 days ago

Our client, a well-established wealth management firm serving high-net-worth individuals and families, is seeking a Servicing Financial Advisor to join their growing advisory team. This role is focused on maintaining and deepening relationships with existing clients, helping them understand and implement their financial plans while identifying opportunities to expand the relationship.

Rocky River, OH30+ days ago

Full-time

We are looking for an experienced loan administrator to join our team at our Rocky River Branch (21651 Center Ridge Road, Rocky River, OH 44116). Our mission is to help people achieve the dream of home ownership and financial security while creating value for our customers, our communities, our associates, and our stockholders.

Willoughby, OH30+ days ago

Full-time

As a Financial Advisor, you will work alongside experts in investment management, mortgage financing, debt strategies, estate planning, property and casualty insurance, life insurance and retirement to provide holistic and complete advisory to our clients. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients.

Westlake, Ohio30+ days ago

$40,000–$50,000

About Kinetic Wealth:Kinetic Wealth is a growing wealth management firm dedicated to helping individuals and families achieve their financial goals through personalized financial planning and investment guidance. Position Overview:Kinetic Wealth is seeking a detail-oriented and client-focused Client Service Associate to support our advisors and help deliver an exceptional client experience.

Madison, Ohio30+ days ago

$20.67–$31.25

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. 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.

Chagrin Falls, Ohio30+ days ago

$20.19–$30.77

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. 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.

Akron, OH30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 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.

Independence, OH24 days ago

$100,000–$150,000

We are seeking a Financial Advisor to join our expanding team and play a key role in providing excellent financial advice to our existing clients. If selected to proceed, candidates will complete a Career History Form and participate in additional interviews with Tempo Wealth leadership.

New!

Cleveland, OH5 days ago

$100,000–$110,000 Per Year

Accounting Manager will work directly with management team and regional finance directors to enforce accounting procedures, implement internal controls, and develop financial analytics aimed at maximizing efficiency and profitability. Be accountable and have command of assets and liabilities related to business including but not limited to Accounts Receivable, Accounts Payable, Cash & Banking, Fixed Assets and Capital Expenditures. ?

New!

Westlake, OH2 days ago

Directs activities of branch staff to ensure achievement of branch goals including sales, cross-selling, and referrals of Bank products and services; leads and participates in branch sales promotion campaigns including customer calling programs; coaches and mentors staff to ensure their use of appropriate sales skills and techniques; works with Marketing to ensure branch has effective marketing displays, signage, and materials; ensures the branch provides quality customer service. Manages the daily operation of the branch through ensuring policies and procedures are being followed, reports are completed, and branch audits are satisfactory; monitors and administers the approved branch budget and explains variances; maintains acceptable level of non-sufficient funds fee waivers as determined by management; oversees maintenance and security of facility; keeps branch up-to-date on government regulations and the association's policies and procedures regarding lending, savings, and branch operations.

New!

Cleveland, Ohio1 day ago

$125,000–$155,000 Per Year

Overview: The Director of Operations is responsible for overseeing all functions of managing and executing nationwide for janitorial and environmental services operations for multiple facilities (Ex:Commercial Spaces, Education, and more) . We believe all employees, regardless of position, age, race, religion, beliefs, socioeconomic background, or gender, should work in an environment where they are safe, respected, and treated fairly, with their viewpoints, thoughts, and ideas encouraged and embraced.

Akron, OH9 days ago

$125,000–$200,000

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Highland Hills, Ohio7 days ago

$57,200–$89,900 Per Year

Responsibilities: Advance Partners, a Paychex-backed financial services firm founded in 1998 and based in Cleveland, OH, empowers staffing agencies with payroll funding, invoice factoring, back office support, and strategic services. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.

Independence, OH24 days ago

$90,000–$110,000

We are seeking an Associate Financial Advisor to join our expanding team and play a key role in providing excellent financial advice to our existing clients. If selected to proceed, candidates will complete a Career History Form and participate in additional interviews with Tempo Wealth leadership.

New!

Cleveland, OH4 days ago

$75,000–$150,000 Per Year

Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training and mentoring, and the advantage of carrying the banner of a 170+ year-old, Fortune 100 company with over $600 billion in assets. With Skylight support, you will be able to provide peace of mind around concerns that clients face such as the ability to fund a college education, prepare for retirement, protecting themselves from the risks of life and increasing their overall confidence that they are on the right track.

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Banking Jobs in Shaker Heights, OH

Branch Banking - Client Consultant II - Float Flagstar Bank, N.A.

Branch Banking Client Consultant I - Float Flagstar Bank, N.A.

Branch Banking - Client Consultant I Flagstar Bank, N.A.

Project Manager - Banking (Hybrid - Cleveland, OH) Third Federal Savings & Loan

Teller/Banker - Avon, OH Branch Third Federal Savings & Loan

Financial Advisor/Wealth Management Associate Kinetic Wealth Investment Advisors LLC

Teller (R-36528) KeyBank

Part-time Teller - R-37358 KeyBank

Part-time Teller - R-37357 KeyBank

Teller Retail Banker Woodforest National Bank

Financial Advisor Northwestern Mutual

Lead Teller - R-37803 KeyBank

Lead Teller - R-37860 KeyBank

Servicing Financial Advisor True North Consultants, Inc.

Mortgage Loan Administrator - Rocky River, OH Branch Third Federal Savings & Loan

Financial Advisor Hantz Group

Client Service Associate (Wealth Management) Kinetic Wealth Investment Advisors LLC

Personal Banker - R-37849 KeyBank

Personal Banker - R-36913 KeyBank

J.P. Morgan Wealth Management - Market Director of Wealth - Akron/Dover/Ashland/Wooster/Canton/Mansfield - Ohio JPMorgan Chase Bank, N.A.

Financial Advisor RIA Recruiting

Senior Accounting Manager - Cleveland District - Aramark Sports & Entertainment ARAMARK

Branch Manager First Mutual Holding Company

Janitorial Regional Director of Operations Healthcare Services Group, Inc.

Experienced Financial Advisor - Independent Platform (Ohio) WealthBridge Financial Group

Supervisor, Credit- Advance Partners Paychex

Associate Financial Advisor RIA Recruiting

Financial Advisor Skylight Financial Group

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