Jobs in United States, Ohio, Highland Heights
JPMorgan JP Morgan Wealth Management – Private Client United States, Ohio, Huber Heights
Share
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients’ needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
These jobs might be a good fit
JPMorgan Part Time Hours Associate Banker Huber Heights Branch OH United States, Ohio, Huber Heights
Share
- Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
- Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
- Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
- Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – introducing them to our team of experts to help achieve their financial goals.
- Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
- Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
- Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
- Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.
- Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
- Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity.
- Ability to quickly and accurately learn products, services, and procedures.
- Client service experience or comparable experience.
- High school diploma or GED equivalent.
- Strong desire and ability to influence, educate, and connect customers to technology solutions.
- Cash handling experience.
These jobs might be a good fit
Philips Instructional Designer – Diagnostic Imaging Highland Heights... United States, Ohio, Highland Heights
Share
Your role:
Craft transformative learning experiences that empower clinicians to unlock the full value of Philips Diagnostic Imaging innovations and, ultimately, improve patient care.
You’ll partner closely with regional clinical experts, product management and clinical marketing steering a small team of content subject matter experts and external vendors as needed.
Blend instructional design best practices with cutting‑edge media to deliver ILT, VILT, eLearning, simulations, and performance‑support assets that accelerate competence.
Partner with SMEs and product teams to transform complex diagnostic imaging concepts into engaging, learner‑centered content aligned to business goals.
Lead content development projects, managing scope, timelines, and quality.
Publish and maintain global training assets through Philips LMS/CMS, ensuring brand consistency, regulatory compliance, and localization readiness.
Analyze learner analytics and feedback to continuously optimize content effectiveness and demonstrate impact on customer satisfaction, sales, and clinical delivery efficiency.
You're the right fit if:
You’ve acquired 8+ years of experience designing and developing multi‑modal learning content in a corporate or healthcare technology setting; you have led small project teams and vendors without direct authority.
Your skills include advanced proficiency with Articulate 360, Adobe Creative Suite, Camtasia, and LMS/CMS administration; experience with video production or interactive simulations is a bonus skill.
You have a bachelor’s degree in Instructional Design, Educational Technology, or a related field; ATD or similar professional certification is a plus.
You must be able to successfully perform the following minimum Physical, Cognitive and Environmental job requirements with or without accommodation for this . Travel up to 10% may be required for filming or training events.
You’re an effective communicator and collaborator who can influence cross‑functionally, juggle multiple priorities, and thrive in a fast‑paced, innovative environment.
How we work together:
This is an office-based role.
We are a health technology company. We built our entire company around the belief that every human matters, and we won't stop until everybody everywhere has access to the quality healthcare that we all deserve. Do the work of your life to help improve the lives of others.
Learn more about .
Discover
Learn more about
Learn more about
The pay range for this position in OH is $112,500 to $180,000.
Additional Information:
US work authorization is a precondition of employment. The company will not consider candidates who require sponsorship for a work-authorized visa, now or in the future.
Company relocation benefits will not be provided for this position. For this position, you must reside in or within commuting distance to Highland Heights, OH.
These jobs might be a good fit
JPMorgan Relationship Banker – Dayton Market Huber Heights OH United States, Ohio, Huber Heights
Share
Job responsibilities
- Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
- Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
- Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
- Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
- Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
- 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
- Ability to create memorable experiences for our clients – elevate the client experience.
- Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
- Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
- Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
- High school degree, GED, or foreign equivalent.
- The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, study materials and support provided.
- Ability to work branch hours including weekends and some evenings.
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
These jobs might be a good fit
Philips MR Clinical Services Project Manager Cleveland United States, Ohio, Highland Heights
Share
Your role:
You will connect with our customers to determine clinical education needs and create training plans. Ensure that clinical application commitment and mutual responsibility are fully understood and executed and assign the Clinical Services staff to meet department financial, operational and customer satisfaction targets. Educate external customers about features and benefits of the Clinical Services Portfolio to improve related sales. Maintain a high level of communication with both internal and external customers at all times.
Represent Clinical Services through all phases of the installation and go live process to Sales, Service and the Customer. Partner with the Zone Managers, Customer Relationship Managers, Sales, Service, and Installation Project Manager Teams to coordinate and manage customer training for installations and ongoing training needs. Partner with key stakeholders to coordinate First of Kind, Field Change Orders and Upgrades. Ensure that appropriate education resources are deployed with the goal of maximizing the customer’s clinical competence and confidence in their Philips equipment or service contract purchase. Proactively consult with customers with actionable backlog to fulfill their ongoing training needs. Quote and process stand-alone Clinical Education services directly to customers based on customer needs.
Be Proactive! Identify value added services and revenue opportunities at customer sites and remain current on catalog changes to customer education entitlements and value-added services. Drive scheduling activities to support achievement of zone revenue and recovery targets and monitor off-site attendance to targets and create off-site registrations in a timely manner and accurately complete all billing documentation in a timely manner (i.e., transfer of charge, misc. billing request).
Exhibit customer focus and partnership to support achievement of zone/modality NPS target.
Stay abreast and completed all assigned training in TEDs and Philips University.
You're the right fit if:
You’ve acquired 5+ years' experience in related education coordination, resource scheduling, registration or project/program management. Clinical applications or training experience is a plus as is familiarity with MRI and/or experience working in a radiology department within a hospital.
You have a bachelor’s degree or equivalent combination of education and/or relevant experience listed above.
You have strong MS Office skills.
You must be able to successfully perform the following minimum Physical, Cognitive and Environmental job requirements with or without accommodation for this .
You have strong organizational and interpersonal/communication skills with the ability to interface in a cross-disciplinary manner and adapt to change quickly.
How we work together
This is an office role.
We are a health technology company. We built our entire company around the belief that every human matters, and we won't stop until everybody everywhere has access to the quality healthcare that we all deserve. Do the work of your life to help improve the lives of others.
Learn more about .
Discover
Learn more about
Learn more about
The pay range for this position in OH is $95,250 to $152,400.
US work authorization is a precondition of employment. The company will not consider candidates who require sponsorship for a work-authorized visa, now or in the future.
These jobs might be a good fit
PNC Branch Sls & Srvc Assoc MLO United States, Ohio, Huber Heights
Share
- Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
- Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
- Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
- Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
- Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
- Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
- Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.
Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 4+ years of related business or functional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No DegreeNo Required Certification(s)Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California ResidentsRefer to the
These jobs might be a good fit
PNC Lead Teller United States, Ohio, Huber Heights
Share
- Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate.
- Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff.
- Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
- Applies product and procedural knowledge to solve customer's problems.
- Adheres to all policies and procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.
- Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
- Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
- To learn more about this and other opportunities on our team .
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.
Roles at this level typically do not require a university / college degree, high school diploma, GED, or any significant experience or product knowledge to accomplish primary duties. Prior experience is not required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No DegreeNo Required Certification(s)No Required License(s)This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California ResidentsRefer to the
These jobs might be a good fit
Share
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients’ needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
These jobs might be a good fit
