Top 74 Banking advisor Jobs in Cincinnati, Oh

Retirement Customer Support Specialist
Protective —Cincinnati, OH
- $48,000 - $55,000 a year
- Full-time
- Hybrid work
- Research
- Office
- Windows
- Paid parental leave
- Disability insurance
Quick Apply
13d
Personal Trust New Account Onboarding Specialist
U.S. Bank National Association —Cincinnati, OH
- $75,820 - $89,200 a year
- Full-time
- Customer service
- Mid-level
- Office
- Paid holidays
- Disability insurance
5d
Administrative Assistant I - Part Time
Stifel —Blue Ash, OH
- Part-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Worklife Specialist II
First Financial Bank —Harrison, OH
- $66,000 - $87,500 a year
- Full-time
- 5 years
- Mid-level
- Presentation skills
- Paid training
PWM New Account Specialist
U.S. Bank National Association —Cincinnati, OH
- $28.27 - $37.69 an hour
- Full-time
- 7 years
- Bachelor's degree
- US work authorization
- Paid holidays
- Disability insurance
4d
Relationship and Operations Associate
Carson Group —Blue Ash, OH
- $60,000 - $80,000 a year
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health savings account
- Disability insurance
Associate Benefits Account Manager
CUSTOM DESIGN BENEFITS LLC —Cincinnati, OH
- $65,000 - $75,000 a year
- Full-time
- Mid-level
- Banking
Quick Apply
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Cincinnati, OH
- $63,750 - $106,250 a year
- Full-time
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
Part Time Consumer Banker II (Walnut Hills)
First Financial Bank —Cincinnati, OH
- $18.00 - $20.67 an hour
- Part-time
- Mid-level
- Office
- 3 years
Registered Private Wealth Client Associate
Bank of America —Cincinnati, OH
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Business Specialist II (Milford)
First Financial Bank —Milford, OH
- $74,000 - $98,000 a year
- Full-time
- Microsoft Outlook
- 5 years
- Computer literacy
- Paid training
Consumer Banker II (Delhi)
First Financial Bank —Cincinnati, OH
- $18.00 - $20.67 an hour
- Full-time
- Mid-level
- Office
- 3 years
Financial Advisor - AI Trainer
DataAnnotation —Cincinnati, OH
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Sr Director, Wealth Strategy & Operations
First Financial Bank —Cincinnati, OH
- $220,000 - $250,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Office
- Finance
- Paid training
Senior Counsel – Litigation
Fifth Third Bank —Cincinnati, OH
- $96,500 - $207,500 a year
- Full-time
- Analysis skills
- Budgeting
- Senior level
Financial Audit Leadership Participant
Fifth Third Bank —Cincinnati, OH
- Full-time
- Microsoft Outlook
- Computer literacy
- Office
1d
Relationship Manager I - Business Banking
PNC Financial Services Group —Cincinnati, OH
- $75,000 - $125,000 a year
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
Commercial Banking Relationship Manager
Commerce Bank —West Chester, OH
- $131,000 - $206,250 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance
- Dental insurance
Consumer Banker II (Union Center)
First Financial Bank —West Chester, OH
- $18.00 - $20.67 an hour
- Full-time
- Mid-level
- Office
- 3 years
14d
Sr Treasury Management Group Product Manager
First Financial Bank —Cincinnati, OH
- $107,000 - $142,760 a year
- Full-time
- 7 years
- Analysis skills
- Product management
- Paid training

I want to receive the latest job alert for banking advisor in cincinnati, oh

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

banking advisor jobs near cincinnati, oh

Senior Counsel jobs in Cincinnati, OH

Onboarding Manager jobs in Cincinnati, OH

Senior Director Of Operations jobs in Cincinnati, OH

Customer Specialist jobs in Cincinnati, OH

Benefits Manager jobs in Cincinnati, OH

Account Specialist jobs in Cincinnati, OH

Administrative Assistant jobs in Blue Ash, OH

Product Manager jobs in Cincinnati, OH

In House Counsel jobs in Pittsburgh, PA

Senior Counsel jobs in New Jersey

Senior Counsel jobs in San Francisco Bay Area, CA

Corporate Counsel jobs in Dallas, TX

Remote Counsel jobs in California

Senior Counsel jobs in Chicago, IL

Senior Counsel jobs in Cypress, CA

In House Counsel jobs in Chicago, IL

Registered Client Associate jobs in Pittsburgh, PA

Registered Client Associate jobs in Michigan

Entry Level Clinical Research Associate jobs in Dallas Fort Worth, TX

Sports Medicine Registered Nurse jobs in Dallas, TX

Retirement Customer Support Specialist

Protective -
Cincinnati, OH

Quick Apply

Job Details

Full-time
$48,000 - $55,000 a year
13 days ago

Benefits

Paid parental leave
Disability insurance
Health insurance
Dental insurance
Paid time off
Pension plan
Work from home
Parental leave
Employee assistance program
Vision insurance
401(k) matching

Qualifications

Windows
High school diploma or GED
Fraud detection
Data verification
Microsoft Teams
Productivity software
Grammar Experience
Video conferencing systems operation

Full Job Description

The work we do has an impact on millions of lives, and you can be a part of it.

We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

Are you looking for a career and not just a job? If you are and want to grow within a company, our Retirement Customer Support positions are a great way to launch or to pivot your career. These are challenging roles where you will handle a wide variety of issues for our customers using technology and your critical thinking skills.

The Retirement Customer Support team delivers an exceptional customer experience via answering phone calls and emails for all retail retirement contract owners and financial advisors. Our Specialists are responsible for professional, accurate, and responsive contact resolution with a managed-money approach and mindset.

Primary Job Function:

Retirement Customer Support Specialists communicate with financial professionals and customers primarily through phone and email providing a high-quality customer experience by projecting a professional and positive attitude.
Our Specialists utilize a variety of software tools to navigate contract information, research and review products, and communicate effective solutions in a fast-paced, team-oriented environment.
Retirement Customer Support Specialists are responsible for accurately documenting and resolving requests for account information and updates. This individual understands the digital customer experience and educates customers about easier and more efficient ways they can resolve future requests.
Responsible for accurately and efficiently taking and processing allocation change instructions within our variable products.
Consistently meets or exceeds established individual and team metric goals.

Qualifications:

Prior customer service or Contact Center experience preferred
High school diploma/equivalent required
An associate or bachelor’s degree preferred
Financial Services experience (including Life Insurance, Annuities, Banking, Group Retirement, etc.) preferred
Annuity industry knowledge and experience a plus
Proficiency in a Windows based environment (Office 365 & Microsoft Teams) required
Strong client focused and managed-money mindset required
HOURS: Must be flexible between 7:30a-5p CST Monday – Friday. Actual shift times once in production are based on business needs and may vary between 7:30a-5p CST.
This position requires that you attend the training as scheduled.
Training schedule for this position will be from 8:00a-4:30p CST.
This is position will start Hybrid after Training (in office 3 days a week and Work from Home 2 days) but can lead to Work from Home Full-Time.

Competencies/Skills Required:

Decision-Making & Problem-Solving skills – Able to intake information from multiple sources to evaluate problems and potential solutions. Understands how to use resources and job aids to follow documented procedures and processes. Has an awareness of financial risks when making processing decisions. Ability to mitigate fraud risks when performing account verification.
Communication skills - Listens attentively and actively, asks clarifying questions and manages distractions and interruptions. Proficient spelling, punctuation, and grammar. Strong emotional intelligence and organizational skills as well as the ability to tailor communication style to match the caller.
High Aptitude for Learning – Embraces change and will take on the challenge of learning new information, systems, products, and procedures. Enjoys learning and seeks out training to further develop knowledge and understanding.
Dependability – Meets attendance and punctuality requirements.

Protective’s targeted salary range for this position is $48,000 to $55,000. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective’s total compensation package for employees.

#IND123

#LI-AP1

Employee Benefits:

We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.

Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.

Accommodations for Applicants with a Disability:

If you require an accommodation to complete the application and recruitment process due to a disability, please email [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.

Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.

We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Quick Apply

Refine Your Search

banking advisor jobs in cincinnati, oh

Retirement Customer Support Specialist

Personal Trust New Account Onboarding Specialist

Administrative Assistant I - Part Time

Worklife Specialist II

PWM New Account Specialist

Relationship and Operations Associate

Associate Benefits Account Manager

Premier Client Banker - PNC Wealth Management

Part Time Consumer Banker II (Walnut Hills)

Registered Private Wealth Client Associate

Business Specialist II (Milford)

Consumer Banker II (Delhi)

Financial Advisor - AI Trainer

Sr Director, Wealth Strategy & Operations

Senior Counsel – Litigation

Financial Audit Leadership Participant

Relationship Manager I - Business Banking

Commercial Banking Relationship Manager

Consumer Banker II (Union Center)

Sr Treasury Management Group Product Manager

I want to receive the latest job alert for banking advisor in cincinnati, oh

Related Searches

Explore jobs in more locations

Primary Job Function:

Qualifications:

Competencies/Skills Required:

Job Seeker Tools

Employer Tools

Browse

Stay Connected