Banking and Financial Services Jobs in Blue Ash, OH
13 positions found
We offer career growth opportunities, a comprehensive benefits package, and fast-paced work environment.
Apply today and grow your career with a team that truly values you.
Location: TriHealth Occupational Medicine Sharonville, 3801 Hauck Road, Sharonville, OH 45241 Schedule: Full-Time (40 hours weekly) Shift varies between 7a-7pSaturday rotation 9a-1p and no holiday rotation
Incentives & Benefits: Comprehensive benefits package—including medical, dental, vision, paid time off, retirement plans, and tuition reimbursement. Please view our benefits page Job Requirements: * Associate's Degree or Diploma in Allied Health or Graduate of an approved technical, professional, or vocational program, - GXMO considered*Equivalent work experience accepted in lieu of degree*American Registry of Radiologic Technologists (ARRT),
Radiologic Technologist, GXMO or ARRT and State License*Knowledge of Radiography equipment, Radiation Safety Practices, Knowledge of minor industrial injury care, light duty and BWC processes*Experience Clinical Allied Health medical/physician office setting preferred *Basic Life Support for Healthcare Providers (BLS)Job Overview: Under the direction of the Physician/Radiologist and the supervision of the manager or supervisor, radiologic technologist performs radiographic procedures to assist in the diagnosis of disease and injuries. This position is responsible for performing quality radiographic procedures as prescribed by a physician and in accordance with department policies and procedures, working effectively with patients and families to provide patient care, maintaining a cooperative relationship with interdepartmental team members, complies with infection prevention procedures, maintaining accurate records, radiation safety, student education, orientation of new employees, quality assurance, care of equipment, and other duties as assigned. Utilizes proper radiation protection devices and monitors x-ray equipment for proper function. At some locations: Admits and discharges patients, takes vital signs and patient history. At some locations administers health screens: EKGs, audiometric, vision, PFT, and drug screens, performs venipuncture, and administers injections under MD supervision. Actively participates in customer service areas and communicates with clients and patients to resolve client concerns and requests. Accepts responsibilities of other staff, including supervisor, in their absence or as required.Takes vital signs and performs vision, urinalysis, glucose finger sticks as needed. Additional training provided to administer health screens: EKGs, audiometric, Pulmonary Function Tests (PFT), respirator FIT tests, drug screens and breath alcohol testing Perform venipuncture and administer injections (under MD supervision) Provide outstanding customer service by communicating with clients and patients to resolve concerns and requestsJob Responsibilities:Completes All TriHealth and unit mandatory education requirements, Learn modules, and CEUs on time. Demonstrates the ability to consistently produce and evaluate quality diagnostic exams for radiologic interpretation. Orients new team members to the department, regulations, and protocols. Maintains accurate records through the completion of all paperwork. Work is completed before submitting it. Demonstrates ongoing CBE's. Demonstrates knowledge of equipment and its operating procedures through CBE's. Selects proper imaging protocols and follows departmental procedures. Performs required daily and monthly quality control procedures and assessments on all equipment prior to use. Determines need for corrective actions and continuous improvements. Provides for patient, family, and staff comfort and care prior to, during, and after a procedure.
Recognizes and responds appropriately to emergent situations.Demonstrates organizational and communication skills to promote the well-being of the department. Maintains a cooperative relationship with interdepartmental team members.Working Conditions:Bending - FrequentlyClimbing - RarelyConcentrating - FrequentlyContinuous Learning - FrequentlyHearing: Conversation - FrequentlyInterpersonal Communication - FrequentlyKneeling - OccasionallyLifting Lifting 50+ Lbs - OccasionallyLifting 11-50 Lbs -FrequentlyPulling - FrequentlyPushing - FrequentlyReaching - FrequentlyReading - ConsistentlySitting - FrequentlyStanding - FrequentlyStooping - FrequentlyThinking/Reasoning - FrequentlyUse of Hands - FrequentlyColor Vision - FrequentlyVisual Acuity: Far - ConsistentlyVisual Acuity: Near - ConsistentlyWalking - FrequentlyTriHealth SERVE Standards and ALWAYS BehaviorsAt TriHealth, we believe there is no responsibility more important than to SERVE our patients, our communities, and our fellow team members. To achieve our vision and mission, ALL TriHealth team members are expected to demonstrate and live the following: Serve: ALWAYS…• Welcome everyone by making eye contact, greeting with a smile, and saying "hello"• Acknowledge when patients/guests are lost and escort them to their destination or find someone who can assist• Refrain from using cell phones for personal reasons in public spaces or patient care areasExcel: ALWAYS…• Recognize and take personal responsibility to address and recover from service breakdowns when a customer's expectations have not been met• Offer patients and guests priority when waiting (lines, elevators)• Work on improving quality, safety, and service Respect: ALWAYS…• Respect cultural and spiritual differences and honor individual preferences.• Respect everyone’s opinion and contribution, regardless of title/role.• Speak positively about my team members and other departments in front of patients and guests.Value: ALWAYS…• Value the time of others by striving to be on time, prepared and actively participating.• Pick up trash, ensuring the physical environment is clean and safe.• Be a good steward of our resources, using supplies and equipment efficiently and effectively, and will look for ways to avoid waste.Engage: ALWAYS…• Acknowledge wins and frequently thank team members and others for contributions.• Show courtesy and compassion with customers, team members and the community
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.
Remote working/work at home options are available for this role.
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.
At Strategic Wealth Designers (SWD), we are a full-service financial firm specializing in assisting individuals who are near or in retirement. We pride ourselves on fostering a collaborative and close-knit environment, and we are looking for a new team member who can complement our team’s values and culture.
We’re seeking an experienced, patient, organized, and efficient individual who is excited to contribute to the success of our business. The right person will exceed expectations and develop strong, lasting working relationships with our growing team. If you bring a positive attitude to work each day and are motivated by personal and professional growth, we would love to hear from you.
Job Description:
This is not your traditional event planning role. We’re seeking a Client Engagement Program Coordinator – a strategic, results-driven professional with strong organizational instincts, a sharp focus on execution, and a passion for driving business success through sales. This role is heavily sales-focused and execution-driven: you’ll be responsible for executing client-facing events and implementing client engagement initiatives that support lead conversion and overall revenue growth. You’ll bring energy and precision to every event while keeping the end goal – driving business impact – at the center of all you do.
Who you are:
- You thrive in a high-performance sales culture and understand how exceptional program execution drives pipeline and revenue.
- You take pride in delivering measurable results.
- You’re highly organized, a natural communicator, and confident managing cross-functional initiatives.
- You understand the impact of each touchpoint and continuously look for ways to improve client and prospect experiences.
Responsibilities/Tasks:
As an Onsite Event Coordinator, you’ll be the heartbeat of our in-person programs, ensuring every detail is just right. Here’s a taste of what you’ll do:
- Execute all logistical components of SWD’s client-facing programs (retirement workshops, & educational dinners, client appreciation events)
- Partner with sales and marketing teams to drive qualified appointment bookings through strong communication, follow-up workflows and timely outreach
- Make reminder calls for events in a welcoming, friendly manner
- Provide phone coverage for our phone lines
- Screen registrants for events
- Handle confirmation calls and emails for events
- Oversee setup and execution of events each month
- Coordinate and follow up on each event with the rest of the marketing team
- Handle pre-work, set-up and post-event work for company events
- Input all prospective appointments into CRM calendars and websites and email appointment information to prospective clients
- Input, update and track client journey stages; maintain detailed prospect interaction records; support marketing with data accuracy and reporting.
- Complete monthly marketing inventory tracking
- Handle preparation/coordination for educational events that will take place across the country
- Work cross-functionally with advisors, operations and marketing to ensure program alignment with firm-wide objectives.
- Be willing to help in another department as needed
- Assist other marketing efforts in other cities as needed
- Support with handling various “shared” email inboxes
- Support with Wine and Wisdom event research and coordinating
- Travel to and manage 3-4 client-facing events monthly (up to 8 evenings/month), acting as a key SWD ambassador on-site.
- Deliver consistent, premium experiences aligned with SWD’s brand values across all touchpoints.
Qualifications:
- Bachelor’s degree or equivalent work experience in program management, sales operations, events or marketing.
- Experience in financial services or professional services is strongly preferred.
- 1-2 years in a sales, program coordination or client success environment.
- Strong proficiency in Microsoft office and CRM systems (Salesforce and HubSpot strongly preferred)
- Willingness to work evenings, travel for national events and maintain a flexible schedule.
Position Details:
- Location: 5181 Natorp Blvd., Mason, OH 45040
- Commitment: Monday through Friday, 40 hours per week, with a flexible schedule around events. You’ll work up to 8 nights a month, typically until about 9 PM.
- Compensation: Hourly range is $27.88 to $29.81, plus a generous benefits package.
Want to Experience the Fun?
Check out our over-the-top experiences at /Careers. From company trips to exceptional opportunities, we’re confident you’ll find that we’re unlike any company you’ve ever worked for before!
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.
- Hybrid / Forecasting, budgeting, financial modeling This Jobot Job is hosted by: Joseph Sipocz Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $70,000
- $100,000 per year A bit about us: We are seeking a highly motivated, detail-oriented Financial Planning and Analysis (FP&A) Analyst to join our dynamic team.
This is a permanent, hybrid position that offers the flexibility to work both in-office and remotely.
The successful candidate will play a crucial role in our Engineering industry, assisting in the financial decision-making process to drive business strategy and growth.
If you are an analytical thinker with a strong financial acumen and a passion for numbers, this is the perfect opportunity for you.
Why join us? Medical, dental, vision 401K match HSA/FSA Hybrid work schedule Room for growth Strong PTO and paid holiday package Job Details Responsibilities: As a FP&A Analyst, you will be responsible for: 1.
Assisting in the annual budgeting process and monthly forecasting.
2.
Conducting variance analysis to identify trends and evaluate financial performance against the budget.
3.
Developing and maintaining Key Performance Indicators (KPIs) to monitor financial health and business performance.
4.
Preparing comprehensive financial reports to provide accurate and timely financial recommendations to management for decision making purposes.
5.
Creating and updating dynamic dashboards using Tableau to visualize financial data and trends.
6.
Performing ad hoc financial analysis as required to support strategic initiatives.
7.
Collaborating with cross-functional teams to ensure accurate and timely monthly financial reporting.
8.
Utilizing advanced Excel skills to analyze large datasets, improve processes, and create financial models.
Qualifications: 1.
Bachelor's degree in Finance, Accounting, Business, or related field.
An MBA degree is a PLUS.
2.
A minimum of 5 years of experience in financial analysis, budgeting, and forecasting.
3.
Proficiency in Tableau, Advanced Excel, and other financial software.
4.
Strong understanding of financial reporting, variance analysis, and KPIs.
5.
Exceptional analytical, problem-solving, and decision-making skills.
6.
Excellent communication and interpersonal skills to effectively convey complex financial information to non-financial associates.
7.
Ability to work in a fast-paced environment, manage multiple tasks simultaneously, and meet deadlines.
8.
Self-starter with a high level of initiative and the ability to work independently as well as part of a team.
Join us and you'll be part of a dedicated, driven team that's committed to achieving excellence.
We look forward to reviewing your application! Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Remote working/work at home options are available for this role.
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.
This Jobot Job is hosted by: John Armel Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $150,000
- $175,000 per year A bit about us: We are currently seeking a dynamic and experienced Financial Controller to join our thriving, publicly-traded client in the manufacturing industry.
This is a permanent, full-time role that offers an exciting opportunity to play a pivotal part in our company's financial operations.
As a Financial Controller, you will be responsible for overseeing all financial activities, budgeting, forecasting, and strategic planning.
This role is ideal for someone who is passionate about driving financial performance, improving processes, and leading a team to success.
Why join us? Exciting opportunity to own the P&L for a publicly traded company's manufacturing business unit! Visibility to Global CFO.
Job Details As a Financial Controller, your main responsibilities will include: 1.
Overseeing the company's financial planning, budgeting, and forecasting processes.
2.
Managing the preparation of all financial reports, including income statements, balance sheets, reports to shareholders, tax returns, and reports for government regulatory agencies.
3.
Ensuring compliance with SOX and other financial regulations.
4.
Conducting financial analysis to identify trends, risks, and opportunities that could impact the company's performance.
5.
Collaborating with other departments to develop and implement financial strategies and decisions.
6.
Ensuring the accuracy of standard costing and providing guidance on cost management.
7.
Implementing and monitoring effective financial control systems and processes.
8.
Using financial data to inform strategic planning and decision-making.
9.
Leading, mentoring, and developing the finance team to ensure they meet their objectives and career goals.
Qualifications: The ideal candidate for the Financial Controller role should have the following qualifications: 1.
Bachelor's Degree in Finance, Accounting, or a related field.
An MBA or relevant certification (such as CMA, CPA) is preferred.
2.
A minimum of 5 years of experience in a similar role within the manufacturing industry.
3.
In-depth knowledge of financial regulations and accounting processes, including SOX, FP&A, GRC, and management accounting.
4.
Proven experience in financial planning, forecasting, and budgeting.
5.
Strong understanding of standard costing in a manufacturing environment.
6.
Excellent analytical skills and the ability Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
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.
SUPERVISORY RESPONSIBILITIES: None ESSENTIAL FUNCTIONS: Responsibilities: Observe the quality of loads on arrival Review loads for violations Identify and document root causes through tablet procedures Communicate violations by gathering up to 30 photographs using multiple angles if necessary Validate information prior to reporting violations #CB Capstone Logistics, LLC is part of The Transportation and Logistics industry which has been designated a "Critical Infrastructure Segment".
As a "critical infrastructure industry" worker in the Transportation and Logistics industry, associates are considered exempt from local restrictions such as curfews, shelter-in-place orders, and other mobility restrictions when reporting to, returning from, or performing his or her work functions.
