Banking and Financial Services Jobs in Bellevue Kentucky

Why Deliver with DoorDash?

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you. Whether you’re looking for a side hustle or a full-time gig, delivering with DoorDash gives you the opportunity to earn extra cash on your terms.

• Multiple ways to earn:Whether you’re delivering meals, groceries, or retail orders, DoorDash offers diverse earning opportunities so you can maximize your time.
• Total flexibility:Dash when it works for you. Set your own hours and work as much—or as little—as you want. 
• Know how much you'll make:Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
• Instant cash flow:Get paid the same day you dash with DoorDash Crimson*. No deposit fees, no waiting.
• Quick and easy start:Sign up in minutes and get on the road fast.**
• Simple Process:Just pick up, drop off, and cash out. Payday is in your back pocket.

Basic Requirements

• 18+ years old*** (21+ to deliver alcohol)
• Any car, scooter, or bicycle (in select cities)
• Driver's license number
• Social security number (only in the US)
• Consistent access to a smartphone

How to Sign Up

• Click “Sign UpApply Now” and complete the sign up process
• Download the DoorDash Dasher app and go

*Subject to eligibility requirements and successful ID verification. The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC. The DoorDash Crimson Visa® Debit Card is issued by Starion Bank.

**Subject to eligibility..

***Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia

Additional information

Dashing with DoorDash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig. Deliver with DoorDash and earn extra cash while being your own boss. Dash when it works for you. Sign up today.

Only USC and GC

The Package Closing Analyst is responsible for end-to-end review of executed closing package ensuring accurate and timely completion of Final Closing Package

· Responsible for reviewing closed loan packages for accuracy and verifying information in the Client’s processing system.

· Responsible for obtaining final fee sheet or disbursement ledger by following daily activities necessary to obtain outstanding final fee sheets. Reviewing and reconciling the closing agent fee sheet with the final lender CD. Identifying remediation requirement.

· Enter trailing document suspense conditions into the client’s processing system within a timely manner.

· Identify and obtain missing Custodian documents.

· Request shipment of custodial documents within a timely manner.

· Maintain contact with the closing agent to insure prompt delivery of trailing documents.

· Review trailing documents for accuracy.

· Request shipment of trailing documents upon receipt.

· Maintain a standard of customer service comparable to leading standards of Client’s industry while supporting the team goals.

Knowledge/Experience:

• Minimum 3 to 4 years of US Residential Mortgage experience

Competencies/Skills:

• Working knowledge of mortgage industry regulations

• Strong attention to detail

• Ability to escalate and problem solve with a high sense of urgency

Role: Wealth & Asset Management Technology Engineer (SS&C / AMTrust / Integrations)

Cincinnati, OH - Onsite

• 10+ years in Wealth & Asset Management technology
• Direct experience with AMTrust/AMAdministrator (preferred) and/or Global Plus/Unity (minimum)
• Previous work with SS&C solutions (including but not limited to: APX, Revenue Center, Recon, ACD, EVARE)
• Hands-on experience with migrations and integration projects
• Familiarity with GRC frameworks, regulatory requirements, and SAFe agile framework
• Strong governance expertise

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

Calling All B2B SALES Entrepreneurs!

Talus is an end-to-end payments solution provider on a mission to change the payments economy! Our solutions approach centers around our company values:

• Forge Trust
• Customer First
• Innovate to Win
• Succeed Together
• Foster Simplicity
• Embrace Inclusion

Be an entrepreneur:

As a Solution Consultant at Talus, you get to set appointments and interact with businesses of all sizes, across all industries and offer them something that will save them money and make their business more efficient. You will also have the opportunity to sell outside your market. In your role, you will be developing and selling new business through business walks, networking, and referral programs.

• Why merchants choose Talus video: culture video: does a great Solution Consultant do?

  
  

  We’re looking for energetic, tech-savvy, results-driven sellers for a field-based Solution Consultant position on the short-sales-cycle merchant services sales team. You will be able to offer a super customizable and dependable point of sale system designed to drive business efficiency, take more kinds of payments, help protect business and customer payment transactions, and grow business with our suite of value-added products.

  
  

  What You Will Do

  • Generate your own leads in this business-to-business environment (B2B), which may be complemented by referrals obtained from working relationships you build and develop.
  • Retain clients by building relationships and growing portfolios through relationship management and cross consulting.
  • Represent the values of embodying the highest ethical standards and treating others with dignity, respect, and genuine concern.
  • Able to commit fully to our 4-week training program without interruption.

  
  

  
  

  What You Will Need To Have:

  
  

  • Prior experience in a quota driven self-sourcing sales environment for small to medium size clients.
  • Experience with cold-calling in person and self-sourcing leads.
  • Experience developing a plan to effectively build your pipeline and generate top line revenue growth.
  • Entrepreneurial mind set and Self-Starter is a must.

  
  

  How our outside Solution Consultant (B2B Sales) are compensated: NO Cap on Earning potential.

  
  

  • Guarantee base pay
  • Monthly commission income - High residual split
  • Bi-weekly new account signing bonuses
  • Mileage Reimbursement

  
  

  What we provide our outside Solution Consultant (B2B Sales):

  
  

  • 401k with Company Match
  • 25x residual vesting buyback
  • Complete Benefits Package
  • Paid Training (field, virtual and classroom)
  • Monthly Performance Incentives
  • Company issued Tools
  • Trips/Recognition Programs

  
  

  Are you an entrepreneur? Your next step starts now. Apply now and let’s connect.

  
  

  Check out this video for the Insider scoop about this opportunity: Requirements:

  
  

  The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to talk and hear. The employee is frequently required to sit for extended periods of time and tolerate unpredictable work hours. The employee is frequently required to walk; use hands and fingers to feel, handle, or operate objects, tools, or controls; and reach with hands and arms. Specific vision abilities required by this job include close vision and the ability to focus. In addition, the job requires employees to have the ability to hear and communication to customers and co-workers throughout the day for extended periods.

  
  

  Mental Requirements:

  
  

  The mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job; work and deadlines may impose pressure on a routine and frequent basis, substantive contacts with people in stressful situations, delicacy and unpredictability of contacts routinely may create significant/constant stress. Talus Payments is an EO Employer – Veterans/Disabled and other protected categories. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. This description reflects managements’ assignment of essential functions. It does not proscribe or restrict the tasks that may be assigned.

Advance your business with the Principal Financial Network. As a representative of the Principal Financial Network, you’ll have the autonomy to expand your practice on your terms. We understand that each practice is unique and provide tailored support and resources to help you thrive. Your clients. Your business. Our support.

• Empowerment to run your own career within an open-architecture financial services company
• Access to a comprehensive product platform, drawing from Principal capabilities and a range of nonproprietary solutions tailored to your clients' needs
• Independence to service your clients with no requirements to sell proprietary products, and no carrier or product minimums
• Flexible contracts to accommodate your business on your terms
• Industry-leading technology systems make business easier for you and your clients
• Concierge support – leadership consulting, marketing and business planning, new business processing, access to key business partners, and case design assistance
• Dedicated local marketing consultants to launch your brand and execute your marketing objectives
• Respect for your unique perspective -- diversity, inclusion, and empowerment are at the core of our culture
• The Principal Financial Network can support financial professionals looking to manage an individual practice or those looking to join, form, or expand successful teams

$105,000 - $135,000 yearly

• Guide clients in developing personalized financial plans that align with their goals and values.
• Analyze market trends and economic data to provide informed investment advice.
• Cultivate and maintain strong client relationships through regular communication and trust-building.
• Collaborate with our team to design and implement innovative financial strategies.
• Ensure compliance with industry regulations and company policies in all client interactions.
• Utilize our comprehensive product platform to offer tailored solutions that meet diverse client needs.
• Lead client meetings with clarity and confidence, ensuring all questions are addressed thoroughly and respectfully.

• Passion for helping clients work toward their financial goals.
• Meaningful work experience with at least two years of experience with financial products, such as life insurance, disability insurance, annuities, mutual funds, and 401(k) plans.
• Life and health insurance licenses.
• FINRA Series 6 or 7 and Series 63 or 65, 66 securities registration.
• Candidates without Series 6 or 7 and Series 63, 65, or 66 securities registration will not be considered for this role

Principal Financial Network is part of the nationwide affiliated group of financial professionals who work with the Principal Financial Group. Principal Financial Group (Nasdaq: PFG) is a global financial company passionate about improving the wealth and well-being of people and businesses. In business for more than 140 years, we're helping more customers plan, protect, invest, and retire, while working to support the communities where we do business and build a diverse, inclusive workforce.

Principal helps people and companies to build, protect, and advance their financial well-being with our retirement, insurance, and asset management expertise. With innovative ideas and real-life solutions for businesses and individuals, we make financial progress possible for clients of all income and portfolio sizes.  

Compensation details: 1 Yearly Salary

PI93b8f3d26

Call Center Customer Service (Second Shift)

We are seeking a customer-focused representative to handle high-volume inbound calls and targeted outbound follow-ups for our online banking customers. This role resolves account inquiries, guides users through digital banking features, and manages escalations with empathy, accuracy, and urgency. Success is measured by first contact resolution, quality assurance, adherence, and customer satisfaction. This is a 6-month contract from March 2026 through September 2026 that is 100% onsite in Blue Ash. Pay for this role will range between $19 and $20/hr. This position is second shift from 12:00pm to 9:00pm Monday through Friday.

Responsibilities

• Manage a heavy volume of inbound customer calls related to online and mobile banking, account access, transactions, card issues, alerts, and security notifications
• Place outbound calls for follow-ups, case closures, fraud confirmations, and service recovery
• Triage, resolve, and document escalations, ensuring timely handoffs and updates when elevated to specialized teams
• Verify customer identity using multi-factor authentication and adhere to security and privacy protocols
• Educate customers on digital features, self-service options, and best practices to prevent fraud and improve account security
• Accurately capture call notes, categorize contacts, and update CRM/ticketing systems in real time
• Meet or exceed performance targets including handle time, after-call work, adherence, quality, and CSAT/NPS
• Identify trends and recurring issues; provide clear feedback to leadership and product teams
• Follow scripts, knowledge base articles, and compliance procedures while tailoring communication to the customer’s needs
• Participate in ongoing training for new products, regulatory updates, and process changes

Qualifications

• High school diploma or equivalent
• 1+ year in a contact center or customer-facing role; financial services or fintech experience a plus
• Strong active listening, de-escalation, and problem-solving skills under time pressure
• Proficiency with CRM/ticketing tools, knowledge bases, and omnichannel workflows
• Clear, professional communication; ability to translate technical steps into plain language
• Strong attention to detail with consistent, accurate documentation
• Ability to work a flexible schedule, including evenings, weekends, and holidays

If you are interested in learning more, please apply now.

C2C/1099 NOT eligible to be considered for this role.

Executive Summary:

The Technical Analyst provides the analytical backbone for the migration program, ensuring precise, traceable, and audit‑ready data transformation across legacy and target platforms. This role is responsible for deep field‑level mapping, data quality validation, and the documentation required to support regulatory, operational, and technical accuracy. By maintaining authoritative data inventories and traceability artifacts, the analyst helps ensure flawless and compliant transaction processing post‑migration.

Focus: Data Mapping & Traceability

Core Responsibilities:

• Execute detailed field-level mapping from source systems.
• Maintain the Traceability Matrix connecting source fields, transforms, and destinations.
• Perform data quality gating and audit mapping logic to prevent duplicate posting (idempotency controls).
• Catalog attributes to various systems in the Discovery/Inventory Engine.

Requirements:

• Some experience working as a functional business analyst communicating status updates, requirement gathering and having the ability to interact with various lines of the business and technical staff
• Analytical expertise in financial data structures (MICR rules, X9.37/ICL standards).
• Experience with SQL/T-SQL for data extraction and normalization.
• Familiarity with SDLC methodologies and working within Agile or hybrid project frameworks.
• Ability to interpret business requirements and translate them into technical mapping or data logic.
• Strong documentation skills with an emphasis on clarity, traceability, and audit readiness.
• Strong communication skills for explaining technical concepts to non‑technical stakeholders.
• Ability to manage multiple assignments in a fast‑paced, structured program environment.

Customer Service Representative

We are seeking a Customer Service Representative to support a high-volume call center environment for a banking and payment processing organization. This role focuses on delivering exceptional service to customers by handling inquiries related to accounts, transactions, and payment services while ensuring compliance with banking regulations and company policies.

This position is currently approved through July 2026 with the possibility of an extension based on business needs and performance.

Position Details

• Schedule: 9:00 AM – 6:00 PM, Monday through Friday
• Location: 100% onsite in the Blue Ash area of Cincinnati, Ohio
• Assignment Duration: Through July 2026, with potential extension
• Pay rate: $20/hr.

Responsibilities

• Handle inbound customer calls in a fast-paced call center environment
• Provide accurate information regarding banking products, payment processing, account activity, and transaction inquiries
• Research and resolve customer issues efficiently while maintaining a high level of professionalism
• Document customer interactions clearly and accurately in internal systems
• Adhere to all banking regulations, data privacy requirements, and company procedures
• Meet or exceed established performance metrics, including call quality, productivity, and customer satisfaction
• Escalate complex issues appropriately following defined processes
• Collaborate with internal teams to ensure timely resolution of customer concerns

Required Qualifications

• Previous customer service experience, preferably in a call center environment but retail experience will be considered as well.
• Strong verbal communication and active listening skills
• Ability to navigate multiple systems while on calls
• High attention to detail and strong problem-solving skills
• Comfort handling sensitive financial information with discretion
• Ability to work reliably onsite and maintain a consistent Monday–Friday schedule

Preferred Qualifications

• Experience in banking, financial services, or payment processing
• Familiarity with call center performance metrics and compliance standards

If you are interested in learning more, please apply now.

CALL CENTER CUSTOMER SERVICE REPRESENTATIVE

The Call Center Customer Service Representative serves as a primary point of contact for customers using banking and payment processing products and services. This role is responsible for delivering accurate information, resolving issues efficiently, and ensuring a secure, compliant, and positive customer experience across all interactions. This position is a 6-month contract assignment with the chance of getting hired on permanently after 6 months. This position will pay $20/hr. and be 100% onsite in Blue Ash.

RESPONSIBILITIES

• Handle inbound and outbound customer calls, emails, and chat inquiries related to banking accounts, card services, digital payments, transactions, and payment processing solutions
• Verify customer identity and account information in accordance with security, privacy, and regulatory requirements.
• Resolve customer issues such as transaction inquiries, payment disputes, account maintenance, card replacements, and technical troubleshooting.
• Educate customers on banking products, payment tools, fees, policies, and digital self-service options.
• Accurately document customer interactions, actions taken, and outcomes in internal systems
• Identify potential fraud, suspicious activity, or compliance concerns and escalate according to established procedures.
• Meet or exceed service level agreements, quality standards, and performance metrics.
• Collaborate with internal teams including operations, fraud, and technical support to ensure timely resolution of customer issues.
• Maintain up-to-date knowledge of company products, banking regulations, and payment industry best practices.

QUALIFICATIONS

• High school diploma or equivalent; college coursework or degree preferred.
• One or more years of customer service or call center experience, preferably in banking, financial services, or payment processing.
• Strong verbal and written communication skills with a customer-focused mindset
• Ability to handle sensitive financial information with professionalism and discretion.
• Basic computer proficiency and experience navigating multiple systems simultaneously.
• Strong problem-solving skills and attention to detail

If you are interested in learning more, please apply now.