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Investment Executive

Farmers National Bank of Canfield
Canton, OH
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74583596_3 272719030 Description SUMMARY: This position will assist clients ...
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by providing sound financial advice regarding Mutual Funds, Fixed Annuities, Variable Annuities, and Certificates of Deposit. Additionally, this position will advise clients of risks and opportunities associated with investing. This role will typically handle 100-150 clients with a Book of Business totaling between $5-million and $10-million. The incumbent will be responsible for generating new sales opportunities, developing relationships, sales of new products and maintaining consistent communication with all...
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Private Client Banker - New Albany Branch

KeyBank NA
Columbus, OH
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79148782 272620139 Location: 5300 North Hamilton Road - Columbus, Ohio 43230 ...
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Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing...
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Private Banking

Civista Bank
Bowling Green, OH
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239894733 272710639 Civista Bank Description: Position Purpose: Responsible ...
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for management and growth of long-term profitable relationships with high-net worth individuals ($1Million in investable assets and above), medical professionals and emerging affluent clientele using high touch banking, financial planning, credit and other financial solutions. Key Accountabilities, Responsibilities and Expectations: Understand the needs of wealthy clients and cater to those requirements. Depending on the market place – Dedicate a percentage of time to existing clients, providing a superior client...
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Financial Wellness Consultant

KeyBank NA
Cincinnati, OH
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79108684 272599509 Location: 9861 Montgomery Road - Cincinnati, Ohio 45242 ...
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Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Financial Wellness Consultant (FWC) is a Banker who also conducts Teller transactions to build relationships, uncover opportunities and provide guidance and solutions to assist in client's financial wellness in person as well as through proactive calling efforts. FWCs will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their...
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Financial Solutions Specialist II

First Commonwealth
Cincinnati, OH
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271923444 As a First Commonwealth Financial Solutions Specialist II you will ...
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live out our Mission to improve the financial lives of our neighbors and their businesses. You understand the importance of the customer experience, and the role each employees plays in delivering on our Customer Service Promise every day. Through your involvement in day-to-day operations you will create an amazing experience in the Center for employees and customers. You take personal pride in solving problems for your personal and business customers and you will own issues from beginning to end and keep the...
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Financial Solutions Specialist I

First Commonwealth
Columbus, OH
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271664426 As a First Commonwealth Financial Solutions Specialist I you will ...
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live out our Mission to improve the financial lives of our neighbors and their businesses. You will understand the importance of the customer experience, and the role each employees plays in delivering on our Customer Service Promise every day. Through your involvement in day-to-day operations you will learn to create an amazing experience in the Center for employees and customers. You take personal pride in solving problems for your personal and business customers and you will own issues from beginning to end and...
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Senior Client Advisor

First Commonwealth
Cleveland, OH
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271624754 As a Senior Client Advisorwith First Commonwealth Insurance ...
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Agency, you are responsible for the retention of a book of business by providing highly professional sales support and client service to fully insured and/or self-funded clients while becoming the primary consultant and relationship manager of the Agency's premiere Benefits Consulting customers. You support the efforts to expand profitable, long-term client relationships by working strategically with Employee Benefits Sales, Account Management and applicable bank partners. You will assume select new business opportunities...
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Senior Account Executive

northwest bank
Independence, OH
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79120865 272523440 Description The Senior Account Executive will be ...
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responsible for selling financial/lease products to new prospects and existing relationships with middle market companies in the assigned territory. New business is developed through direct sales origination with generally middle market companies - primarily transportation and manufacturing. Transaction sizes range from $1 million to $20 million, with the average transaction size of $5 - $6 million. Essential Functions - Initiate and identify new business opportunities in the assigned territory, which may include existing...
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Financial Wellness Associate

KeyBank NA
Columbus, OH
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79067747 272513582 Location: 1933 W Henderson - Upper Arlington, Ohio 43220 ...
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Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA will work toward attracting new clients to Key...
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Relationship Banker

Premier Bank
Findlay, OH
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RELAT003983 272465534 Position Title : Relationship Banker Department : ...
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Retail Position Reports to: Branch Manager Position Supervises: No Direct Reports Position Summary: A Relationship Banker will delivers exceptional customer experience while proactively providing solutions, building relationships, and helping consumer and small business customers achieve their financial goals. The Relationship Banker also provides customer, sales, service and operational support to branch colleagues and partners. Duties and Responsibilities: Acquire and deepen the branch customer base through a variety of...
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