- KeyBank (Brooklyn, OH)
- …analysis, and banking. Essential job functions include spreading and analyzing financial data, conducting period reviews of client credit relationships, testing data ... underwriting activities (new money, modifications, renewals, reviews, etc.). + Spread/review financial statements, test covenants, analyze financial and non-… more
- Fifth Third Bank, NA (Columbus, OH)
- …is a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the ... ESSENTIAL DUTIES AND RESPONSIBILITIES: + Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current… more
- Lincoln Financial (Columbus, OH)
- …proactively identify and implement improvements. Develop tools and support product/ relationship managers according to business needs. *Provide actuarial support for ... closure due to applicant volume. **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful contributions each and every day… more
- Charles Schwab (Richfield, OH)
- …our Retirement Plan Services and Stock Plan Services participants. As a Financial Consultant for Participant Investor Concierge (PIC), you will be supporting ... Schwab's Financial Concierge program, delivering personalized professional financial ...relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and… more
- KeyBank (Cleveland, OH)
- …internal and external speakers provide insight on Key's competitive landscape, financial wellness, and professional development best practices, and an assigned ... as a strategic partner across all business segments by providing insightful financial information, performance analysis, and advice to help achieve superior revenue… more
- Edward Jones (Oberlin, OH)
- **Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team** **.** At Edward Jones, we ... a critical member of that team along with the financial advisor. You are the first voice a client...see them coming a mile away. You and your financial advisor are essential in working together to help… more
- KeyBank (Brooklyn, OH)
- …leadership in structuring transactions, in collaboration with Business Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor ... Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar… more
- KeyBank (Cleveland, OH)
- …Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar ... and upholding asset quality. **Responsibilities** + Gather and analyze all relevant financial data for clients or prospects, including spreading financial … more
- Lincoln Financial (Columbus, OH)
- …to assess complex IT environments and identify control gaps + Demonstrates relationship management skills and organizational skills and has the ability to prioritize ... closure due to applicant volume. **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful contributions each and every day… more
- Millennia Housing Management (Cleveland, OH)
- Position Overview The Controller is a key financial leader responsible for overseeing all accounting functions related to Millennia Housing Management's property ... portfolio. This role ensures the accuracy, integrity, and efficiency of financial reporting, budgeting, and forecasting processes while maintaining compliance with… more