ZipRecruiter

Log In

2

Entry Level Banking Background Jobs in Ohio (NOW HIRING)

Bankers Life

Wealth Management Trainee

Maumee, OH · On-site

At Bankers Life, we're looking for driven individuals who want more than just a job. As part of our ... No finance background? No problem--sales, service, or people-facing experience is a big plus!

Posted today

All JobsBanking Background JobsEntry Level Banking Background JobsEntry Level Banking Background Jobs in Ohio

Entry Level Banking Background information

What is an entry level banking background job?

Entry level banking background jobs refer to positions within banks or financial institutions that require basic knowledge of banking operations but little to no prior work experience. These roles often include positions like bank teller, customer service representative, or loan processing assistant. They typically involve handling customer transactions, providing account information, and supporting daily branch operations. Entry level roles are a great way to gain experience in the financial industry and can lead to more advanced positions over time.

What are some typical challenges faced by professionals starting in entry-level banking roles, and how can they overcome them?

Professionals in entry-level banking positions often face challenges such as adapting to a fast-paced, customer-focused environment and learning complex financial products and compliance regulations. Building strong communication skills and attention to detail are essential for success. New employees can overcome these challenges by taking advantage of training programs, seeking mentorship from experienced colleagues, and proactively asking questions to deepen their understanding of banking procedures. Demonstrating reliability and a willingness to learn can also help you stand out and create opportunities for advancement.

What are the key skills and qualifications needed to thrive in an entry-level banking position, and why are they important?

To thrive in an entry-level banking position, you typically need a basic understanding of financial principles, attention to detail, and at least a high school diploma or equivalent. Familiarity with banking software, customer relationship management (CRM) systems, and cash handling procedures is usually required. Strong interpersonal skills, reliability, and professionalism help you stand out in customer interactions. These abilities ensure accurate transactions, excellent customer service, and compliance with financial regulations.

What is the difference between Entry Level Banking Background vs Customer Service Representative in the banking industry?

AspectEntry Level Banking BackgroundCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles may prefer finance-related certificationsHigh school diploma or equivalent; customer service experience preferred
Work EnvironmentBank branches, financial institutions, back-office operationsBank branches, call centers, retail banking locations
Employer & Industry UsageFinancial institutions, banks, credit unionsBanking sector, retail banking
Common Search & Comparison IntentUnderstanding entry-level roles in banking, career pathwaysCustomer service skills in banking, entry-level banking jobs

Entry Level Banking Background roles focus on foundational financial knowledge and may involve administrative or operational tasks within banks. Customer Service Representatives primarily handle client interactions, inquiries, and support. While both roles are entry-level and share some skills, the banking background emphasizes financial processes, whereas customer service centers on client communication and service delivery.

What are the most commonly searched types of Banking Background jobs in Ohio?

The most popular types of Banking Background jobs in Ohio are:

What cities in Ohio are hiring for Entry Level Banking Background jobs?

Cities in Ohio with the most Entry Level Banking Background job openings:

Entry Level Banking Background jobs near you

Inside Junior Mortgage Banker - Remote

Cleveland, OH • On-site

The Federal Savings Bank
See more jobs at The Federal Savings Bankexternal

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 16 days ago

Job description

Description:

The Federal Savings Bank is growing our inside mortgage sales team. We are seeking driven, entry-level sales professionals who are ready to launch a rewarding career as a Junior Mortgage Banker. This full-time opportunity offers paid, hands-on training, a competitive salary, and monthly bonus potential, making it an excellent fit for motivated individuals who are eager to build a strong foundation in mortgage sales. 


For more information please contact:

SARAH HELTON, Vice President of Business Development

Phone: 847-977-1858

Email: shelton@thefederalsavingsbank.com    


Key Responsibilities:

  • Utilizing a dialer to make outbound phone calls to warm leads
  • Master the fundamentals of mortgage banking and lending processes.
  • Learn and apply critical sales techniques through hands-on sales coaching from the BEST training team in the mortgage industry!
  • Managing leads in our CRM.
  • Provide fantastic customer service to bankers, clients, and referral sources.
  • Consistently exceed borrower expectations. Always giving "Wow" service!
  • Follow the training plan and advance to a mortgage banker role.
  • Meet and exceed sales targets and performance metrics.
Requirements:

 Job Requirements:

  • High school diploma or GED required.
  • Minimum of 1 year of experience in sales, a call-center environment, debt-consolidation, retail, hospitality, or the food and beverage industry.
  • Comfortable using a computer while communicating with customers by phone.
  • Friendly and outgoing with a strong sales-oriented mindset.
  • Excellent verbal and written communication skills.
  • Dependable with a strong work ethic and commitment to achieving results.
  • Self-motivated with a positive attitude and strong desire to succeed.
  • Strong organizational skills and multitasking ability.
  • Favorable credit and background check.
  • Comfortable working in a fast-paced, dynamic, and demanding environment.
  • U.S. veterans and recent college graduates are strongly encouraged to apply.

What We Offer:

  • Medical, Dental, and Vision insurance plans.
  • HSA and FSA plan options.
  • Company-paid life insurance.
  • 401k with partial match.
  • Complimentary Employee Assistance Program (EAP).
  • 7 paid bank holidays, and a week of paid sick time .
  • In-house virtual training opportunities to broaden your industry knowledge.
  • Education Reimbursement.
  • Employee Home Loan Discount Program.
  • Employee recognition on a national scale.
  • Frequent employee appreciation events.
  • Big bank capability, small-bank feel.

More Reasons to Join:

  • Inbound leads provided.
  • Opportunity for advancement into a Mortgage Banker role.
  • Annual Chairman's Club trips open to top-performing sales team members! Some of our past destinations include Spain, Prague, Mexico, and Italy. This year’s Chairman’s Club winners will be going to Morocco!
  • Paid on-the-job training. 
  • NMLS Licensed in all 50 states upon training completion.
  • A true team culture working towards one common goal; helping homebuyers finance their dream homes!

The Federal Savings Bank is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.