Dayton, 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
Dayton, Ohio, United States · On-site
Looking for a flexible work schedule and an opportunity to earn extra income with room for growth? Prefer working outdoors instead of being stuck inside? This could be the perfect fit for you. Field Audit & Inventory Ins…
Skills: Field Auditing, Inventory Verification, Data Collection, Photography, Communication Skills
Dayton, Ohio, United States · On-site
$58k–$94k/yr
This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primar…
Skills: Financial Counseling, Spending Plan Development, Public Speaking, Virtual Counseling, Case Management
Dayton, Ohio, United States · On-site
$62k–$74k/yr
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our except…
Skills: Tax Planning, Tax Research, Federal Tax Preparation, State and Local Tax Preparation, Client Relationship Management
Dayton, Ohio, United States · Hybrid
$39/hr–$60/hr
Job Description: At Intermountain Health, philanthropy fuels innovation, compassionate care, and healthier communities. As our Mid-Level Giving Manager, you will play a pivotal role in strengthening donor relationships a…
Skills: Leadership, Relationship Management, Data Analysis, Strategic Thinking, Effective Communication
Dayton, Ohio, United States · On-site
Kearney & Company is currently seeking a DEAMS Deployment and Training Senior Analyst to join our DEAMS team. The successful candidate will interact with AF major commands and bases in support of the worldwide deployment…
Skills: DEAMS, AF Financial Management Systems, Funds Control, Accounting, Financial Analysis
Dayton, Ohio, United States · On-site
Tax Intern – Peak Season 2027 (January - April) Job Type: Onsite; Full-Time Location: Miami Valley/Dayton, OH At Clark Schaefer Hackett, we believe in developing talent and providing opportunities for growth. As a Tax In…
Skills: Tax Preparation, Fiduciary Tax Returns, Individual Tax Returns, Financial Data Organization, IRS Codes
Dayton, Ohio, United States · On-site
JOB SUMMARY: Screens new housing applicants for eligibility and assigns housing units based on household composition, income, and other factors based on established guidelines under HUD and GDPM rules and regulations. In…
Skills: Applicant Screening, Eligibility Verification, Income Verification, HUD Reporting, Rent Calculation
Dayton, Ohio, United States · Hybrid
$55k–$65k/yr
Summary: The Business Advisor serves as the primary consultant and trusted advisor for entrepreneurs participating in ECDI's Minority Business Assistance Center (MBAC) Tier 1 program. This position provides comprehensive…
Skills: Business Consulting, Financial Analysis, Entrepreneur Coaching, Strategic Planning, Relationship Management
Dayton, Ohio, United States · Hybrid
ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benef…
Skills: B2B Sales, Cold Calling, Prospecting, Client Relationship Management, Employee Benefits Consulting
Dayton, Ohio, United States · Hybrid
$116k–$216k/yr
Location: 130 W 2nd Street, Suite 1950, Dayton Ohio Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment soluti…
Skills: Client Advisory, Financial Planning, Business Development, Investment Solutions, Trust and Credit Knowledge
Dayton, Ohio, United States · Remote OK
$55k–$87k/yr
Job Summary: The Vendor Medical Coding Analyst is responsible for guiding the overall efficiency and accuracy of the vendor payment process through analyzing medical records and supplemental data to ensure diagnostic and…
Skills: Medical Coding, Data Analysis, Claims Processing, Medical Billing, Root Cause Analysis
Dayton, Ohio, United States · On-site
Accounting Operations Specialist | Full-Time | On-Site | Vandalia, OH Help keep our financial and operational processes running smoothly while supporting the systems that power a growing business. Logan Services is looki…
Skills: Attention to detail, Organizational skills, Analytical abilities, Problem-solving, Advanced Microsoft Excel
Dayton, Ohio, United States · On-site
Summary Originate various types of mortgage loans. Generate bank fee income by originating secondary market loans and build or replace portfolio as directed by senior management. Essential Duties and Responsibilities inc…
Skills: Mortgage Loan Origination, Customer Relationship Management, Loan Application Processing, Credit Analysis, Financial Documentation
Dayton, Ohio, United States · On-site
$47k–$71k/yr
Responsible for coordinating and executing digital marketing and business relations functions and promoting Universal 1's brand, products, and services. Ensures that marketing projects are well coordinated and complement…
Skills: Digital Marketing, Business Relations, Brand Promotion, Campaign Development, Content Creation
Dayton, Ohio, United States · On-site
$83k–$125k/yr
Position Title: Assistant Vice President (AVP) Marketing Department: Marketing Salary grade: 14 status: Exempt position reports to: Chief Growth Officer positions supervised: Digital Marketing Specialist POSITION PURPOSE…
Skills: Marketing Strategy, Business Relations, Brand Management, Campaign Development, Content Creation
Dayton, Ohio, United States · Remote OK
$44/hr–$69/hr
Job Description: This position has responsibilities for the accounting for net patient services revenue, primarily from the hospitals (Hospital Billing or HB) and medical group clinics (Physician Billing or PB) of Interm…
Skills: Accounting, Healthcare Net Patient Revenues, Accounts Receivable, Revenue Cycle, Financial Analysis
Dayton, Ohio, United States · Remote OK
Company Overview We are a professional estate research and heir location firm that helps individuals discover and claim inheritances from estates where beneficiaries could not initially be located. Our team works with at…
Skills: Phone Sales, Consultative Sales, Communication, Persuasion, Customer Service
Dayton, Ohio, United States · On-site
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Client Service, Relationship Building, Account Servicing, Cash Handling, Financial Technology
Dayton, Ohio, United States · On-site
Position Summary: Join the University Honors Program and help create an exceptional experience for more than 1,300 undergraduate students! As the Administrative and Operations Coordinator, you'll play a vital role in kee…
Skills: Administrative Support, Budget Tracking, Purchasing, HR Transactions, Event Planning
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The Customer Service Advisor provides excellent customer service, processes financial transactions, and opens new deposit accounts. They are also responsible for identifying sales opportunities and conducting outbound calls to acquire and onboard new retail customers.
A high school diploma is required, with preferred experience in banking, cash handling, and sales. Candidates must be proficient in computer skills and capable of maintaining strict adherence to banking regulations and security policies.
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
There are currently 132 open finance & accounting positions in Dayton, OH listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Premier Health Partners, CareSource, Intermountain Health, PNC, Fifth Third Bank, among others. Browse the listings above to see every active employer.
Yes — 42 of the 132 open finance & accounting positions offer remote or hybrid work (22 remote, 20 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.
