6 consultant jobs found in Cleveland

Position Title Branch Banking - Client Consultant I (Part-Time)   Location South Euclid, OH 44118   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely...

Position Title Branch Banking - Client Consultant II - Licensed   Location South Euclid, OH 44118   Job Summary Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : Responsible for performing and presenting data analysis for assigned accounts and complete special project deliverables in the Group Benefits Business Unit; conducts complex analysis and customized models on multi-national accounts across many lines of coverage and varying funding mechanisms. Supports sales growth and retention objectives. A Day in The Life : Manages large projects from inception and design through post-implementation assessment, working closely with internal departments and clients. Attends client meetings as lead data consultant; presents to key business leaders to explain analytical findings and financial recommendations; demonstrates strong client-facing skills and engenders client’s confidence in the data recommendations / findings. Provides...

Description Summary: The Business Innovation Consultant Lead is responsible for small to large, complex initiatives that will improve operational efficiencies with the Wealth business. Assists with modernizing operational processes like funds movement, account opening, and directed transactional activity.  Works closely with Business Innovation Team & Directors, Business Leaders, National Practice Leads, as well as segment risk, compliance, trust operations, technology, legal, and audit teams, to develop solutions for improvement. Leads teams to reduce/eliminate manual processing, improve efficiencies. Provides regular reporting to Business Innovation Team and/or Management. Collaborates with Private Bank businesses to develop front office training. Delivers problem solving support for larger scale, complex business initiatives. Duties & Responsibilities: Works with business areas to solve...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. JOB PURPOSE Responsible to generate sales opportunities with new clients in a defined market; coordinates personal sales efforts with department team members and other internal staff.  Also collaborates with the team to cross-sell products and services; develops and implements a personal sales plan with direct accountability for annual production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Establishes a sales development plan to originate business with new clients; builds and maintains a book of business and incrementally grows the book at plan each year.  Capitalizes on opportunities to cross-sell multiple lines of coverage to existing clients; collaborates with department peers and service staff managing the company's various practices to maximize the sale of services...

Overview Summary:  Sr. Software Engineer to work intensely with the data work stream through all phases of an engagement, including conceptual design, detailed design, implementation, testing and production deployment.  Responsibilities entail defining, assembling and presenting all technical data deliverables and work products. He must be comfortable leading internal meetings, presenting and defending analysis findings to key stakeholders, and participating on client calls.   Sr. Software Engineer are responsible for contributing to the technical design, implementation and testing of the complete enterprise solution.  They must possess skills in design and implementation, master data management, operational data store design (logical and physical models), dimensional design, implementation, stored procedures implementation, and database administration. A passion for making processes faster and more efficient through the use of the latest technology is...