20 broker assistant jobs found in Columbus, OH

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...

Description Summary: The QA Testing Analyst participates in executing the tasks and activities of the broader testing team. This position collaborates with the Business Service Analysts (BSA) and Development teams in the analysis and review of requirements. Duties and Responsibilities: Actively participate in the review of design specifications. Create test scenarios, test cases, and test scripts mapped to requirements, workflow, and system design documents to ensure proper coverage. Conduct testing using HNB manual and/or automated test processes. Execute test scripts, communicate and record results. May run database queries in order to supply data validation within test scripts. Update test cases based upon approved change requests. Work with BSAs and Development teams on defect analysis and triage. Work with colleagues and project managers to meet established target dates and completion of...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. You will process customer transactions accurately and efficiently in order to provide exemplary customer service while educating customers on bank products, services and technology. Duties and Responsibilities: Providing excellent customer service and...

Sign-On Bonus Opportunity of up to $1,000* Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: We reimburse up to $15 a month to an employee for their gym Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost Extra Perks: Access to disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans. We even offer pet insurance Our Company: Confie and its family of companies - Freeway,...

Description As an SMS Operations Associate – CSG Specialized Mortgage Solutions , you will be responsible for providing outstanding service and executing the day-to-day operational functions for SMS Portfolio while ensuring compliance with the Policies and Procedures of Huntington’s Specialized Mortgage Solutions Group (SMS).  The SMS Operations Senior Associate requires 3 – 5 years of treasury and/or mortgage operational experience preferably within the mortgage industry; proven communication and collaboration skills and excellent organizational skills. This position reports to Senior Director Sales Support Manager In this role, as an Operations Senior Associate, you will be performing the following responsibilities: Operational Execution:  Monitor the SMS inboxes and to take appropriate action of requests Log, review and submit CMA Disposition requests to RSS Team Assist team with creating Etop...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program. Your career at Nationwide includes a 7-week training program designed to set you up for success and confidence in your new role. Your training schedule will be Monday–Friday, 9 AM - 5:30 PM ET. Post-training schedule hours for this role could fall between the time frame: 8 AM - 11 PM ET Monday to Friday, with a potential of a Saturday shift, which...

Description Detailed Description: The ideal candidate will be filling an experienced position. The candidate must have the following skills: Advanced or expert level SMP/E experience. Debugging and tuning experience. Creation of detailed documentation of procedures and practices. Change control in a regulated environment. Develop, document, and deliver pre- and post-implementation impacts of zSeries hardware and software. Recognize areas of improvement leading to elimination of reoccurring issues and reduce mean time to recovery. Provide technical direction and education to programmers, analysts and technical support associates. Provides 24x7 on call support within a team rotation.    Basic Qualifications: Bachelor’s degree or 10 years equivalent work experience in z/OS 5+ years of solid experience in z/OS network engineering Preferred Qualifications: Provide network engineering...

Description Summary: The SOX Auditor Sr. is a part of the SOX Office, under the Controllership within Finance Huntington Ban’s Sarbanes Oxley 404 (SOX) and FDICIA programs and overall Finance Risk agenda. SOX is a significant regulatory requirement, which requires management to document, assess and make representations about the effectiveness of its internal control structure surrounding financial reporting. Participation in this requires understanding of internal control activities, interpretation of the regulation and coordination of activities across the organization. Duties and Responsibilities: Identify, document and assess key controls across Finance and the Business Segments, as well as work with the Segments to institute proper controls and remediation strategies. Communicate findings and recommendations to management, determine root causes, obtain management's action plan for remediation in a timely...

Description NEW BRANCH - Gemini Branch - Columbus - A Relationship Banker plays a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Your responsibilities include: Providing excellent customer service and effectively resolving customer issues. Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners. Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships.  Educating customers on how to optimize their use of bank...

Description Summary: The Automation Developer Analyst Senior provides automation solutions for applications encompassing both test and task, driving projects to delivery with automation and assisting in automation of both data & environment. Colleagues in this role are proficient in test automation tools, functional testing, regression testing, integration testing and understanding of TDD and ATDD. Duties and Responsibilities: Translate functional requirements/design specifications into quality automated test cases. Assist in software releases on an on-going basis and coordinate the tasks and activities of the broader testing team. Analyze and translate functional requirements to create and execute test cases for large business initiatives. Automate these test cases and execute on regular basis. Create and maintain test cases and test data using test automation tools. Actively participate in...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a...

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 Title: Financial Advisor, Money Coach Program Job Summary As a Money Coach, you’ll serve as a key financial wellness resource for retirement plan participants, offering one-on-one guidance and group education to help them confidently plan for the future. You'll empower individuals to improve retirement readiness while uncovering broader financial needs and collaborating with senior financial advisors to ensure holistic support. This role blends coaching, travel, and referral management to support our mission of improving financial outcomes at scale. Key Responsibilities Participant Coaching & Education Conduct one-on-one and group coaching sessions focused on retirement readiness, budgeting, debt management, and investment basics. Provide guidance on plan features...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...

Description This employer will not sponsor applicants for the following work visas: F-1 student, H-1B worker, O-1 worker, TN worker, E-3 worker. Applicants must be currently authorized to work in the United States on a full-time basis. Job Description The AML Product Analyst 2 job profile provides multi-faceted support for BSA Operations Leadership and Management Team. The AML Product Analyst 2 role engages key stakeholders to develop business objectives and define product features to improve the effectiveness and efficiency of the underlying operational, modeling, and compliance programs. The AML Product Owner 2 serves as a mid-tier career path option for product ownership and product development, with a focused on lens on cross functional program impacts. The AML Product Analyst 2 will coordinate across multiple teams to design, develop, document, report, and maintain a strategic roadmap of data and...

If you're passionate about being part of a diverse organization that enables a Fortune 100 company with nearly $70 billion in annual sales to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The Senior Counsel will be a critical member within Nationwide’s Office the Chief Legal Officer (OCLO) and will support various insurance regulatory matters and transactions involving financial insurance and risk transfer solutions for Nationwide’s Specialty Finance department.  The successful candidate will have deep experience with financial insurance regulation (e.g., credit, surety, financial guaranty, residual value) and supporting complex transactions, including cross-border insurance and reinsurance transactions.  Experience...

Description SBA Business Loan Closing Coordinator : Processes government guaranteed business loans in preparation for closing within expected service levels. Obtains all necessary collateral reports and information required to meet the terms and conditions of credit approval and of government agency requirements. Works with UCC secured, titled collateral, commercial real estate, construction, refinance and business acquisitions. Prepares all documentation necessary to properly close and document government guaranteed business loans. Ensures loans are closed, documented and disbursed in compliance with SBA/USDA regulations. Ensures proper loan and collateral documentation by staying abreast of and interpreting various laws, regulations, policies and procedures of loan documentation. Monitors and sometimes directs monetary disbursements as well as involvement in post-closing quality control....

Description Summary: The SBA Eligibility Review Officer II is responsible for reviewing SBA & USDA guaranteed business loans to determine proper structure and ensure loan closes in accordance with SBA & USDA eligibility requirements. Duties & Responsibilities: Maintains an individual pipeline of work, with loans typically of moderate complexity and customer exposure up to $3 million.  Appropriately assess eligibility of borrower(s), co-borrower(s), guarantor(s) assuring that, if needed, the SBA guarantee can be enforced. Interacts with the internal SBA Sales and Operations colleagues to facilitate understanding of the SBA and USDA guaranteed loan programs as well as to understand the credit request, obtain necessary eligibility information, and communicate eligibility decision and reasoning.  Reviews use of proceeds, orders SBA Number, prepares SBA Loan Authorization and other SBA forms and is...

Description Summary: The Equity Consumer Loan Consultant Sr proactively communicates with branch colleagues and customers throughout the origination process of consumer lending products. Manages a pipeline of consumer loan applications and assists in obtaining the information necessary to meet underwriting requirements. Primary focus is getting loans ready to close, and works diligently with branch colleagues, 3rd party service providers, and customers to achieve this objective. Highly customer focused position. Demonstrates a high sense of urgency in all activities to meet the needs of the customer. Works as the customer's champion in the lending process. Duties & Responsibilities: Manages a pipeline of consumer loan applications. Interacts directly with customers, internal partners such as bankers and underwriters, and third party service providers in the origination of consumer loan applications....