Columbus, Ohio, United States · On-site
Summary: Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing e…
Skills: Customer Service, Sales, Cash Handling, Relationship Building, Account Management
Columbus, Ohio, United States · On-site
With a network of nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis pri…
Skills: Coin Counting, Inventory Management, Heavy Lifting, Pallet Jack Operation, Cash Handling
Cincinnati, Ohio, United States · On-site
$55k–$60k/yr
SUMMARY The Associate Financial Administrator I will play a key role in preparing and filing quarterly mutual fund reports in compliance with SEC, IRS, and GAAP reporting regulations, analyzing fund performance, expense …
Skills: Financial Reporting, Expense Budgeting, SEC Compliance, Fund Performance Analysis, GAAP
Columbus, Ohio, United States · On-site
$60k–$70k/yr
Are you looking for a career in the real estate and property management industry? Do you thrive on building trusted relationships? Do you enjoy being the go-to expert for others? Are you looking for a supportive team env…
Skills: Property Management, Budget Management, Project Management, Vendor Management, Stakeholder Management
Akron, Ohio, United States · On-site
Job DetailsJob Location: Wallhaven Branch - Akron, OH 44311About 7 17 Credit Union At 7 17 Credit Union, our mission is simple: we help people improve their lives financially and support the communities we serve. We&rsqu…
Skills: Financial Transactions, Cash Handling, Customer Service, Account Management, Compliance
Columbus, Ohio, United States · Hybrid
Description Job Title: IS Technical Specialist (Application Architect) Organization Name: The Huntington National Bank Department Description The Huntington National Bank 7 Easton Oval Columbus, OH 43219 Detailed Descrip…
Skills: Application Architecture, MDM, API Design, Event-Driven Architecture, Data Modeling
Orange, Ohio, United States · On-site
Job Description: Wealth Planner Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedi…
Skills: Wealth Planning, Investment Management, Financial Planning, Relationship Management, Cash Flow Analysis
Dayton, Ohio, United States · Remote OK
$72k–$116k/yr
Job Summary: The Provider Contracting Analyst II supports the development, validation, and optimization of provider reimbursement strategies through advanced data analysis, financial modeling, and AI-enabled analytic too…
Skills: Provider Reimbursement Modeling, Contract Repricing Analysis, SQL, Python, Power BI
Columbus, Ohio, United States · Hybrid
Job Description: The role is part of the Global Real Estate team responsible for the strategic planning and execution of all real estate development and asset management initiatives for the Abercrombie & Fitch, abercromb…
Skills: Analytical skills, Microsoft Excel, Microsoft PowerPoint, Real estate strategy, Financial analysis
Cleveland, Ohio, United States · Hybrid
Overview This role is responsible for managing bankruptcy-related intake, supporting policy administration, and ensuring compliance with regulatory and internal requirements. The ideal candidate will work closely with Un…
Skills: Bankruptcy Intake, Policy Administration, Regulatory Compliance, Case File Management, Cross-functional Communication
New York, New York, United States · On-site
$132k–$156k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Commercial Lending, Corporate Lending, Credit Underwriting, Relationship Management, Business Development
Solon, Ohio, United States · On-site
Build a Book. Own Your Market. Sell Something Better. Are you an experienced benefits sales professional who's tired of pushing the same fully insured products-and ready to bring real solutions to your clients? We're loo…
Skills: Employee Benefits Sales, Consultative Selling, Broker Relationship Management, Self-funded Health Plans, Level-funded Health Plans
Ohio, United States · Remote OK
We are more than a health system. We are a belief system. We believe wellness and sickness are both part of a lifelong partnership, and that everyone could use an expert guide. We work hard, care deeply and reach further…
Skills: Vendor Management, Project Management, Revenue Cycle Management, Contract Oversight, Performance Monitoring
Cincinnati, Ohio, United States · On-site
$80k–$294k/yr
About the Role Accenture’s Financial Services Practice is expanding its Treasury transformation capabilities and is seeking motivated Consultants and Managers to help deliver the next generation of digital treasury solut…
Skills: Treasury Operations, Cash Management, Liquidity Forecasting, Treasury Management Systems, AI Enablement
Mentor, Ohio, United States · On-site
$25/hr–$38/hr
Location: 9480 Mentor Avenue - Mentor, Ohio 44060 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key …
Skills: Financial Planning, Relationship Management, Prospecting, Investment Strategies, Retirement Planning
Hartford, Connecticut, United States · Hybrid
$168k–$253k/yr
Director Software Engineering - IE06FE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve y…
Skills: Java, Spring Boot, Angular, TypeScript, SQL
Charlotte, North Carolina, United States · On-site
$91k–$186k/yr
Position Overview At 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 …
Skills: SQL Server, SQL, Data Governance, Data Warehousing, Data Marts
Akron, Ohio, United States · Hybrid
$61k–$105k/yr
Are you seeking purpose, challenge, and talented colleagues? We develop leaders and empower our associates to use their skills and talents to positively impact the world through service – to our coworkers, clients, and c…
Skills: Project Accounting, GAAP, Accounts Payable, Financial Analysis, Bank Reconciliation
Ohio, United States · Hybrid
$122k–$183k/yr
Thank you for considering a career at Ensemble! Ensemble is a leading provider of technology-enabled revenue cycle management solutions for health systems, including hospitals and affiliated physician groups. They offer …
Skills: Client Relationship Management, Coding Integration, Revenue Cycle Management, Process Standardization, Performance Optimization
Akron, Ohio, United States · On-site
Job DetailsJob Location: Akron, OH 44311About 7 17 Credit Union At 7 17 Credit Union, our mission is simple: we help people improve their lives financially and support the communities we serve. We’re looking for te…
Skills: Financial Transactions, Cash Handling, Customer Service, Account Management, Compliance
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The Customer Service Advisor provides excellent service while identifying sales opportunities and performing financial transactions. Responsibilities include opening deposit accounts, conducting outbound prospecting calls, and ensuring compliance with bank security policies.
A high school diploma is required, with preferred experience in banking, cash handling, and sales. Candidates must be proficient in computer skills and possess strong verbal and written communication abilities.
Summary:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focuses on promotion of Bank's products and services. From an operational standpoint, the CSA is responsible for complying with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR, opening new deposit accounts, and connecting with customers to determine their needs and make recommendations and referrals for products and services to internal and external partners as applicable.
In addition, the CSA is expected to spend time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promotion of bank products of new and existing Retail banking relationships. The CSA may participate in community service opportunities in the specific community or market.
Essential Functions:
Excellent Customer Service
Operational and Security Proficiency
Identify referral opportunities
Relationship building
Promotion of Bank's products and services
Business development (inside and outside)
Essential Duties and Responsibilities:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Initiate conversations to effectively assess the financial needs of Banking Center customers and be capable of effectively making recommendations and referring customers to business partners for promotion of bank products and services.
Accepts and accurately processes all financial service transactions.
Responsible for opening new deposit accounts and operating a cash drawer while following proper balancing and cash handling procedures along with uncovering other opportunities for products and services as well as making qualified referrals.
Complies and operates within security and audit procedures.
Consistently achieve production and referral goals through relationship development related activities including customer consultations, outbound telephone calls, business partner referrals, and onboarding calls to acquire new customer relationships or expand existing consumer or business relationships.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.
Sets priorities by continually monitoring performance against the banking center goals by adjusting individual activities as needed to meet those goals.
Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Promotes bank products consistently and makes appropriate business line referrals as defined by location goals.
Educates bank team on uncovering opportunities to help advance financial wellness of customers.
Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
Actively participates in regular staff meetings.
Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.
Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
Contributes to a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Other Skills and Requirements:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
Must have strong product knowledge for the level of selling and successfully promoting products expected with position.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Sound mathematical and analytical skills preferred.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
The employee must occasionally lift and/or move up to 10 pounds.
High school diploma required.
Banking, cash handling, sales, and customer service experience preferred.
With over 150 years as a community-focused, regional financial services partner, WesBanco Inc. (NASDAQ: WSBC) and its subsidiaries build lasting prosperity through relationships and solutions that empower our customers for success in their financial journeys. Customers across our nine-state footprint choose WesBanco for the comprehensive range and personalized delivery of our retail and commercial banking solutions, as well as trust, brokerage, wealth management and insurance services, all designed to advance their financial goals. Through the strength of our teams, we leverage large bank capabilities and local focus to help make every community we serve a better place for people and businesses to thrive.
Offices: 1 Bank Plaza, Wheeling, West Virginia 26003, US
Based on 1732 listings with disclosed salaries, most finance & accounting jobs in Ohio pay between $60k–$173k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 5,321 open finance & accounting positions in Ohio listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include JPMorganChase, PNC, Fifth Third Bank, KeyBank, Huntington National Bank, among others. Browse the listings above to see every active employer.
Yes — 1777 of the 5321 open finance & accounting positions offer remote or hybrid work (576 remote, 1201 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
