Top 495 Financial service support Jobs in Columbus

Senior Client Relationship Representative
First Merchants Bank —Columbus, OH
- Office
- High school diploma or GED
- Business development
- Paid parental leave
- Paid holidays
Quick Apply
Member Service Representative III (Personal Banker - Sales)
KEMBA Financial Credit Union —Columbus, OH
- $23.50 - $26.50 an hour
- Full-time
- Mid-level
- Organizational skills
- 2 years
Quick Apply
Financial Support Service Billing Supervisor
RR Donnelley —Columbus, OH
- $59,700 - $90,700 a year
- Full-time
- Remote
- Microsoft Word
- Inventory management
- Pass drug screening
- Disability insurance
- Health insurance
Quick Apply
3d
Financial Counselor
OhioHealth —Columbus, OH
- Full-time
- Hospital
- Ability to walk for extended periods
- Computer literacy
Financial Manager
State of Ohio - Budget and Management —Columbus, OH
- $92,310 - $131,893 a year
- Full-time
- Management
- Office
- Finance
- Paid holidays
- Health insurance
3d
Risk Systems Analyst
Heartland Bank —Whitehall, OH
- System design
- Mid-level
- Office
- Paid parental leave
- Employee stock purchase plan
Financial Analyst
Medical Mutual of Ohio —Dublin, OH
- Hybrid work
- Microsoft Access
- 5 years
- Mid-level
- Health savings account
- Disability insurance
Financial Clearance Representative L1 (PreReg)
Ohio State University Physicians —Columbus, OH
- $16.59 - $24.89 an hour
- Full-time
- Remote
- Computer literacy
- HIPAA
- Microsoft Office
- Wellness program
- Paid holidays
Fraud Investigator
U.S. Bank National Association —Columbus, OH
- $66,640 - $78,400 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Paid holidays
- Disability insurance
2d
Financial Analyst - 20062550
State of Ohio - Commerce —Reynoldsburg, OH
- $26.54 an hour
- Full-time
- Mid-level
- Office
- Finance
- Paid holidays
- Health insurance
1d
Loan Officer Assistant
UNION HOME MORTGAGE CORP —Dublin, OH
- $1 - $100 an hour
- Office
- US work authorization
- Communication skills
Quick Apply
Relationship Manager II - Business Banking
PNC Financial Services Group —Powell, OH
- $91,000 - $169,000 a year
- Full-time
- Customer service
- 5 years
- Mid-level
- Wellness program
- Health savings account
Control Manager - Senior Associate
JPMorganChase —Columbus, OH
- $76,000 - $110,000 a year
- Full-time
- 5 years
- Office
- Agile
- Health insurance
- Tuition reimbursement
Patient Financial Specialist III
Mount Carmel —Columbus, OH
- Full-time
- Surgery
- Hospital
- Customer service
- Relocation assistance
- Health insurance
Anti Money Laundering/Know Your Customer Officer - Associate
JPMorganChase —Columbus, OH
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
7d
Compliance Analyst
Bridge Credit Union —Powell, OH
- From $24 a year
- Full-time
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
3d
Client Relationship Analyst
Morgan Stanley —Columbus, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Financial Counselor (Part-Time, 24 hours a week)
OhioHealth —Columbus, OH
- Part-time
- Ability to walk for extended periods
- Computer literacy
- Mid-level
2027 Asset & Wealth Management Risk Full Time Analyst Program
JPMorganChase —Columbus, OH
- $100,000 - $110,000 a year
- Full-time
- Office
- US work authorization
- Entry level
Revenue Cycle Manager (Financial Manager) - 20039248
State of Ohio - Behavioral Health —Columbus, OH
- $43.09 an hour
- Online Application
- Background check
- Office
- Finance
- Paid holidays
- Health insurance

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Senior Client Relationship Representative

First Merchants Bank -
Columbus, OH

Quick Apply

Job Details

Benefits

Paid parental leave
Paid holidays
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Parental leave
Vision insurance

Qualifications

MLO License
Financial sales
High school diploma or GED
Decision making
Financial product expertise

Full Job Description

First Merchants is seeking a Senior Customer Relationship Representative to join our team! This position is responsible for delivering a high quality and meaningful customer service experience by accurately completing bank transactions, opening accounts, and processing loan applications, as well as identifying products and services to meet the current and future financial needs of bank clients. They are responsible for meeting or exceeding established individual and team sales goals, as well as ensuring service metrics achieve the strategic and tactical goals of the organization.

As part of this role you will:

Customer Experience and Relationship Management
- Deliver a consistently exceptional client experience by managing complex service and relationship needs in a fast-paced, relationship-focused banking center environment.
- Serve as a trusted advisor by conducting in-depth conversations to understand clients’ financial situations and recommend integrated solutions across multiple product lines.
- Act as a point of escalation for advanced client inquiries and service issues, ensuring timely, accurate resolution and appropriate follow-through.
- Proactively strengthen client relationships by leveraging service insights and feedback to build loyalty, retention, and advocacy.
- Maintain accurate and complete client records to support effective relationship building and nurturing.
Operational Excellence
- Perform and oversee complex monetary and non-monetary transactions, ensuring
  accuracy, efficiency, and adherence to internal controls.
- Complete operational responsibilities including balancing cash, teller systems (TCR),
  vault, ATM, and branch transactions as needed.
- Process and review higher-risk or more complex client requests in accordance with policy, including stop payments, exceptions, and account maintenance activities.
- Support overall banking center operational integrity by identifying trends, exceptions, or risks and escalating as appropriate.
- Ensure daily security procedures and operational standards are followed consistently.
Sales and Business Development Leadership
- Lead by example in achieving individual sales goals while actively supporting banking center scorecard performance.
- Conduct advanced guided conversations to identify opportunities to deepen client
  relationships through deposits, lending, digital tools, and referrals.
- Open new consumer and business accounts and process loan applications with a high degree of accuracy and knowledge.
- Drive effective onboarding by ensuring clients are enrolled in appropriate digital banking services and completing required follow-up activities.
- Actively engage in teleconsulting activities, including outbound call blocks and call nights to support individual and team performance.
- Utilize CRM and sales tools to document activity, manage pipelines, and support incentive plan requirements.
- Partner with internal product specialists and refer clients to merchant services, treasury management, mortgage, and investment partners as appropriate.
Team Collaboration and Leadership
- Serve as a senior resource within the banking center, providing guidance and informal coaching to Client Relationship Representatives and Service Associates.
- Support execution of the sales management process through participation in huddles, meetings, coaching conversations, and skill development activities.
- Assist the Banking Center Manager with operational reviews, audits, branch balancing, and workflow optimization.
- Support associate problem resolution and procedural inquiries, reinforcing consistent service and sales standards.
- Senior Client Relationship Representatives will serve as Banking Center Mentors and
  support onboarding and development of new hires.
Risk Management and Compliance
- Ensure adherence to all regulatory, compliance, and information security requirements, including BSA, OFAC, CIP, EDD, and related reporting standards.
- Exercise sound judgment in identifying, escalating, and documenting risk-related
  concerns.
- Complete required training and maintain strong working knowledge of regulatory,
  operational, and product updates.

To be successful in this position, we require the following:

High school diploma or equivalent (GED).
A minimum of one (1) year of banking, sales, or related experience and a minimum of six (6) months of experience selling products or services.
This position requires S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Employees hired or transferring into this position will need to meet the qualification requirements within three (3) months of hire.
Ability to obtain Notary Public designation.
Ability to multi-task in a fast-paced environment.
In-depth knowledge of products/services offered by the bank (all lines of business).

The following would be a plus:

Prior banking experience.
Ability to sell and cross-sell bank products and services.

First Merchants offers the following:

Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits

A little about us:

First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.

Our Vision is:

To enhance the financial wellness of the diverse communities we serve.

Our Mission is:

To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.

Our Team:

"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."

Apply today to begin your career with us!

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Quick Apply

Refine Your Search

financial service support jobs in columbus

Senior Client Relationship Representative

Member Service Representative III (Personal Banker - Sales)

Financial Support Service Billing Supervisor

Financial Counselor

Financial Manager

Risk Systems Analyst

Financial Analyst

Financial Clearance Representative L1 (PreReg)

Fraud Investigator

Financial Analyst - 20062550

Loan Officer Assistant

Relationship Manager II - Business Banking

Control Manager - Senior Associate

Patient Financial Specialist III

Anti Money Laundering/Know Your Customer Officer - Associate

Compliance Analyst

Client Relationship Analyst

Financial Counselor (Part-Time, 24 hours a week)

2027 Asset & Wealth Management Risk Full Time Analyst Program

Revenue Cycle Manager (Financial Manager) - 20039248

I want to receive the latest job alert for financial service support in columbus

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