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Banking and Financial Services Jobs in Loveland, OH

7 positions found

Radiology Technologist Occ Health
✦ New
🏒 TriHealth, Inc.
Salary not disclosed
Blue Ash, Ohio 10 hours ago
***Radiology Technologist Sharonville Occupational MedicineΒ *Make a difference every day as a Radiology Technologist at TriHealth's Sharonville Occ Health location. Join a compassionate, servant led team committed to excellence in patient care service while working in a supportive, high-energy environment.

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:Β Full-Time (40 hours weekly)Β Shift varies between 7a-7pSaturday rotation 9a-1p and no holiday rotation

Incentives & Benefits:Β Comprehensive benefits packageβ€”including medical, dental, vision, paid time off, retirement plans, and tuition reimbursement. Please view our benefits page Β Job Requirements:Β * 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 preferredΒ *Basic Life Support for Healthcare Providers (BLS)Job Overview:Β 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.Β 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.Β 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.Β 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:Β Serve: ALWAYS…‒ Welcome everyone by making eye contact, greeting with a smile, and saying "hello"β€’ Acknowledge when patients/guests are lost and escort them to their destination or find someone who can assistβ€’ 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 metβ€’ Offer patients and guests priority when waiting (lines, elevators)β€’ Work on improving quality, safety, and serviceΒ Respect: ALWAYS…‒ Respect cultural and spiritual differences and honor individual preferences.β€’ Respect everyone’s opinion and contribution, regardless of title/role.β€’ 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.β€’ Pick up trash, ensuring the physical environment is clean and safe.β€’ 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.β€’ Show courtesy and compassion with customers, team members and the community
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Financial Tips Evaluator (Remote)
🏒 Finance Buzz
$29 per hour - monthly

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.
temporary
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Onsite Event Coordinator
Salary not disclosed
Mason, OH 1 week ago

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 β€œshared” 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!

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Financial (FP&A) Analyst - Hybrid
🏒 Jobot
Salary not disclosed
West Chester, Hybrid 2 weeks ago
Financial (FP&A) Analyst
- 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.
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Customer Service Representative
🏒 Russell Tobin
Salary not disclosed
Blue Ash, OH 2 weeks ago

Job Taxonomy: Customer Service Representative

Location: Blue Ash, OH (Onsite Only)

Schedule: Monday – Friday | 09:00 AM – 06:00 PM EST

Duration: 3+ Months (102 Days / 14.6 Weeks)

Pay Rate: $20.00 per hour


Position Overview

We are seeking motivated and customer-focused individuals to join the Customer Support team as a Specialist 2, Customer Support. In this role, you will manage inbound customer inquiries, resolve complex issues, and deliver world-class service experiences.

We are looking for individuals who are passionate about helping customers, enjoy solving problems, and thrive in a fast-paced environment. Candidates with experience in call centers, retail, food service, cashiering, dispatch, banking, or other high-volume customer-facing roles are highly encouraged to apply.


Key Responsibilities

  • Manage customer escalations and complaints professionally and in alignment with company policies.
  • Handle inbound calls and complete outbound follow-ups (callbacks, responses).
  • Maintain service level standards and productivity goals.
  • Take ownership of customer issues and work cross-functionally with internal teams, partners, and vendors to achieve timely resolution.
  • Apply strong negotiation, conflict resolution, and problem-solving skills.
  • Identify root causes of recurring complaints and recommend process improvements.
  • Advocate as the voice of the customer.
  • Accurately document customer interactions in data capture systems.
  • Follow escalation procedures and ensure proper tracking and communication.
  • Utilize internal tools and knowledge bases to provide accurate information.
  • Identify knowledge gaps and recommend updates to policies and procedures.


Qualifications

Required

  • 1+ year of customer service and/or contact center experience (preferred)
  • Strong verbal and written communication skills
  • Ability to manage high call volumes
  • Strong problem-solving and conflict resolution skills
  • Ability to work independently and within a team
  • Comfortable working onsite in Blue Ash, OH
  • Must be available to work 09:00 AM – 06:00 PM EST
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Financial Controller
🏒 Jobot
Salary not disclosed
Loveland 2 weeks ago
Exciting opportunity to own the P&L for a publicly traded company's manufacturing business unit! Visibility to Global CFO.

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
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Vendor Compliance Auditor
Salary not disclosed
Cincinnati 2 weeks ago
Shift: 1st shift 4:30am-Finish Seven days a week Schedule set at time of hire Compensation: $540-720-weekly/paid weekly OHIO Vendor Compliance Auditor $540-720-weekly/paid weekly Vendor Compliance Auditor JOB SUMMARY: This role is responsible for auditing the quality of incoming loads, ensuring compliance with established standards, and identifying any deviations.

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.
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