Top 89 Personal lines associate client Jobs in Columbus, Oh

Client Relationship Representative (Universal Banker)
First Merchants Bank —Columbus, OH
- Call employer
- Mid-level
- Office
- High school diploma or GED
- Paid parental leave
- Paid holidays
Quick Apply
Client Experience Associate
PNC Financial Services Group —Columbus, OH
- $33,750 - $56,250 a year
- Full-time
- Office
- No degree
- 1 year
- Wellness program
- Health savings account
10d
Sales Associate II
Coach —Columbus, OH
- $15.00 - $19.50 an hour
- Part-time
- Computer literacy
- Merchandising
- English
- Commuter assistance
- Paid parental leave
Sales Associate I
Coach —Columbus, OH
- $15.00 - $19.50 an hour
- Weekends as needed
- Computer literacy
- Merchandising
- English
- Commuter assistance
- Paid parental leave
Sales Associate III
Coach —Columbus, OH
- $15.00 - $19.50 an hour
- Part-time
- Computer literacy
- Merchandising
- English
- Commuter assistance
- Paid parental leave
Client Specialist, Commercial Lines
HUB International —Columbus, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Wellness program
- Paid parental leave
Employee Experience (EX) Advisor - Healthcare
Press Ganey —Columbus, OH
- $81,000 - $115,000 a year
- Full-time
- Remote
- Microsoft Excel
- Bachelor's degree
- Travel
Quick Apply
Personal Banker
PNC Financial Services Group —Columbus, OH
- $41,250 - $68,750 a year
- Full-time
- Office
- 3 years
- No degree
- Wellness program
- Health savings account
Actuarial Technical Consultant – Personal Lines Pricing - REMOTE
Nationwide —Columbus, OH
- 8 hour shift
- Remote
- 7 years
- Mid-level
- Master's degree
- Paid holidays
- Disability insurance
Consulting
Allegro Real Estate Brokers & Advisors —Columbus, OH
- Email
- Mid-level
- Real Estate License
- Analysis skills
- Health insurance
- 401(k) matching
FCBank, Universal Associate, Full time
CNB Financial Corporation —Worthington, OH
- $15.00 - $26.75 an hour
- Full-time
- Background check
- Computer literacy
- Basic math
- Wellness program
- Paid holidays
Quick Apply
10d
Part Time Sales Associate - BOSS Store, Easton Town Center
Hugo Boss —Columbus, OH
- $15 an hour
- Part-time
- Bachelor of Science
- Merchandising
- Mid-level
- Dental insurance
- 401(k)
Sales Associate (Easton Town Center)
White House Black Market —Columbus, OH
- $11.00 - $13.75 an hour
- 8 hour shift
- 18 years or older
- High school diploma or GED
- Ability to lift 50 pounds
Sales Associate
Chico's —Columbus, OH
- $11.00 - $13.75 an hour
- 8 hour shift
- 18 years or older
- High school diploma or GED
- Ability to lift 50 pounds
Sr Actuarial Consultant - Personal Lines State Pricing - REMOTE
Nationwide —Columbus, OH
- 8 hour shift
- Hybrid work
- 6 years
- Analysis skills
- Math
- Paid holidays
- Disability insurance
Sales Associate (Easton Town Center)
Soma —Columbus, OH
- $11.00 - $13.75 an hour
- 8 hour shift
- 18 years or older
- High school diploma or GED
- Ability to lift 50 pounds
Producer Non-Validated | Employee Benefits
CBIZ —Columbus, OH
- Hybrid work
- Writing skills
- Mid-level
- High school diploma or GED
Licensed Mental Health Therapist
Charlie Health Clinical —Columbus, OH
- $50 - $60 an hour
- Part-time
- Remote
- LMFT
- Mid-level
- Master's degree
- Health insurance
- Dental insurance
Sales Associate
White House Black Market —Columbus, OH
- $11.00 - $13.75 an hour
- 8 hour shift
- 18 years or older
- High school diploma or GED
- Ability to lift 50 pounds
Associate Practice Optimization Partner
Ensemble RCM LLC —Columbus, OH
- $51,700 - $99,000 a year
- Full-time
- Microsoft Excel
- Customer service
- Research
- Tuition reimbursement

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personal lines associate client jobs near columbus, oh

Client Relationship Representative (Universal Banker)

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

Financial sales
High school diploma or GED
Financial product expertise

Full Job Description

First Merchants Bank is seeking a Customer Relationship Representative to join our team! This position will execute on individual and team sales and service metrics to help the banking center achieve the strategic and tactical goals of the company. Responsible for providing high quality customer service by accurately completing bank transactions and opening deposit accounts and processing loan applications while identifying and recommending products, services, and digital tools to meet the current and future financial needs of bank Clients. Deliver upon a meaningful customer service experience while exceeding personal production goals.

As part of this role you will:

Customer Experience and Relationship Management
- Deliver high-quality customer service by addressing a wide range of general banking needs in a fast-paced, relationship-focused banking center environment.
- Proactively engage clients in meaningful conversations to understand current and future financial needs and recommend appropriate products, services, and digital solutions.
- Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely resolution and a positive client experience.
- Utilize customer feedback and service insights to strengthen client relationships, build loyalty, and create client advocates.
- Maintain accurate client records and account information to support ongoing relationship management.
Operational Excellence
- Accurately process everyday monetary transactions, including deposits, withdrawals, loan payments, check cashing, night deposits, cashier’s checks, money orders, and change orders.
- Perform operational responsibilities as needed, including balancing cash, teller cash recyclers (TCR), vault, ATM, and branch transactions.
- Process non-monetary client requests, such as stop payments, debit card orders, address changes, and check orders, in accordance with policy.
- Support banking center operations by adhering to internal controls, completing daily security procedures, and ensuring compliance with policies and procedures.
- Monitor and resolve deposit and loan exceptions in a timely manner and escalate issues as appropriate.
Sales and Business Development
- Actively lead and participate in sales and service activities to support individual, team, and banking center scorecard goals.
- Effectively use guided conversations and relationship management tools to identify opportunities to deepen client relationships.
- Open new consumer and business accounts and process loan applications for new and existing clients.
- Utilize digital tools to educate clients and enroll them in electronic banking products and services during account opening and onboarding.
- Engage in teleconsulting activities, including call blocks and call nights, to support achievement of sales goals.
- Utilize CRM and sales tools to document, track, and manage client interactions and incentive plan activity.
- Recognize and pursue new business opportunities, including making partner referrals for merchant services, treasury management, mortgages, and investments.
Team Collaboration and Leadership
- Actively participate in the sales management process, including daily huddles, weekly meetings, coaching sessions, and touch bases.
- Provide guidance and support to associates related to operational procedures, service standards, and sales practices.
- Assist the Banking Center Manager with administrative and operational activities, including audits, branch balancing, and efficiency initiatives.
- Serve as a resource for associates regarding problem resolution and procedural questions.
- High-performing Client Relationship Representatives may serve as a Banking Center Mentor.
- Risk Management and Compliance
- Ensure compliance with all applicable regulations, policies, and reporting requirements, including but not limited to BSA, OFAC, CIP, EDD, and information security standards.
- Complete required training and stay current on regulatory, operational, and product knowledge expectations.

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. At least six 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.

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Refine Your Search

personal lines associate client jobs in columbus, oh

Client Relationship Representative (Universal Banker)

Client Experience Associate

Sales Associate II

Sales Associate I

Sales Associate III

Client Specialist, Commercial Lines

Employee Experience (EX) Advisor - Healthcare

Personal Banker

Actuarial Technical Consultant – Personal Lines Pricing - REMOTE

Consulting

FCBank, Universal Associate, Full time

Part Time Sales Associate - BOSS Store, Easton Town Center

Sales Associate (Easton Town Center)

Sales Associate

Sr Actuarial Consultant - Personal Lines State Pricing - REMOTE

Sales Associate (Easton Town Center)

Producer Non-Validated | Employee Benefits

Licensed Mental Health Therapist

Sales Associate

Associate Practice Optimization Partner

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