- JPMorgan Chase (Columbus, OH)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a...of mortgage lending and proven sales experience in retail banking + Knowledge of real estate market in local… more
- The Croghan Colonial Bank (Fremont, OH)
- Wealth Management Advisor - Fremont, OH (full-time, on-site, non-licensed): Who We Are - Community Relationships are our priority, and our team here at Croghan ... Colonial Bank strives to help our communities have the most successful banking relationship possible. Founded in 1888, we proudly serve Sandusky, Erie, Huron, Lucas,… more
- UMB Bank (Columbus, OH)
- **RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer portfolio ... ERISA, DOL, and IRS required + Solid understanding of plan design, compliance and testing, and industry standards required + Good written/verbal communication,… more
- Huntington National Bank (Columbus, OH)
- Description Summary: The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, ... with relationships of moderate to high complexity. + Knowledgeable on key compliance and regulatory requirements. + Performs other duties as assigned. Basic… more
- KeyBank (Brooklyn, OH)
- …years of wealth management related (eg - trust/fiduciary, asset management, private banking , securities, etc.) compliance , risk management, and/or internal or ... banking , securities/investment management) as well as trust/fiduciary related compliance , operations, and risk management strategies with respect to the… more
- Bank of America (Canfield, OH)
- …are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture ... to include the bank's digital offerings and wealth management banking strategy in the market while working with the...of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model… more
- Huntington National Bank (Columbus, OH)
- …, and operational resilience. Duties & Responsibilities: + Serve as a core advisor to Regional Banking Sales, Credit and Operations colleagues, providing expert ... Description The Regional Banking Business Risk Officer Senior plays a key...all relevant stakeholders, including senior management, initiative leaders and compliance /legal partners. + Ensure thorough risk assessments are conducted,… more
- KeyBank (Chagrin Falls, OH)
- …- Chagrin Falls, Ohio 44023 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. Personal ... effectively managing internal and external centers of influence. + Ensuring compliance with operational, risk, security and audit procedures and policies including… more
- KeyBank (Columbus, OH)
- …INIDIVIDUALS SKILLS/EXPERIENCE.** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking ... are expected to demonstrate strong risk management acumen including credit, operational and compliance risks to act as first line of defense in adhering to KeyBank's… more
- KeyBank (Cleveland, OH)
- …Business Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor by the client/borrower, critical and knowledgeable contributor to the ... enhanced leveraged cash flow due diligence, when appropriate (ie, in specific Banking Group Portfolio Management, "BGPM" specialty groups). + Prepare a thorough… more