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Remote Daily Money Manager Jobs in Ohio (NOW HIRING)

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Remote Daily Money Manager information

What is a remote daily money manager?

Remote Daily Money Managers are financial professionals who help individuals, seniors, or small businesses manage their day-to-day personal finances from a remote location. Their tasks typically include paying bills, organizing financial documents, reconciling bank statements, tracking expenses, and helping to prevent fraud or financial abuse. By working remotely, they use secure digital tools to access clients’ financial information and communicate via phone, email, or video calls. This service is especially helpful for busy professionals, older adults, or anyone needing assistance in keeping their finances organized.

What are the key skills and qualifications needed to thrive as a remote daily money manager, and why are they important?

To thrive as a Remote Daily Money Manager, you need strong financial acumen, attention to detail, and a background in accounting or bookkeeping, often supported by a relevant degree or certification such as Certified Daily Money Manager (CDMM). Familiarity with financial management software like QuickBooks, Excel, and secure document-sharing platforms is typically required. Excellent organizational skills, discretion, and clear communication help build trust and manage sensitive client information effectively from a distance. These skills ensure accurate financial oversight, client satisfaction, and the protection of confidential data in a remote environment.

What are some common challenges faced by remote daily money managers, and how can they be addressed?

Remote Daily Money Managers often encounter challenges such as maintaining clear communication with clients and staying organized across multiple accounts. Since the role involves sensitive financial information, ensuring data security and confidentiality is crucial. To address these challenges, it's important to use secure digital tools, establish regular check-ins with clients, and implement effective workflow management systems. Building trust and maintaining transparency through prompt updates can also help foster strong client relationships.

What job categories do people searching Remote Daily Money Manager jobs in Ohio look for?

The top searched job categories for Remote Daily Money Manager jobs in Ohio are:

Remote Daily Money Manager jobs near you
Infographic showing various Remote Daily Money Manager job openings in Ohio as of August 2026, with employment types broken down into 57% Full Time, and 43% Part Time. Highlights an 100% Remote job distribution.

REMOTE DELIVERY EXPERIENCE MANAGER

7 17 Credit Union

Streetsboro, OH • Remote

Full-time

Posted 9 days ago

Key responsibilities

  • Oversee the daily operations of the Video Services, Teleservices, and Personal Experience remote delivery units.

  • Manage staffing, coaching, employee development, and performance of team members across all three areas.

  • Monitor and improve service levels, handle complex member concerns, and ensure compliance with policies and procedures.

Job description

Remote Delivery Experience Manager - Streetsboro, Oh

Our Mission

At 7 17 Credit Union, we help people improve their lives financially and support the communities we serve.

About the Role

We are looking for an experienced and service-focused Remote Delivery Experience Manager to lead the daily operations of three remote delivery business units at our Streetsboro location: Video Services, Teleservices, and Personal Experience.

In this leadership role, you will oversee team members across all three areas, ensuring members receive exceptional, consistent service across every remote delivery channel. You will be responsible for staffing, coaching, employee development, performance management, service levels, compliance, and operational effectiveness.

This is an exciting opportunity for a leader who enjoys working at the intersection of people, technology, member service, and financial services.

What You'll Do

Leadership & Team Development

  • Lead and manage Video Service Representatives, Teleservices Representatives, and Personal Experience Representatives.
  • Coach, develop, motivate, and evaluate employees to promote strong performance and career growth.
  • Conduct employee reviews, scorecards, mystery shops, and annual performance evaluations.
  • Provide employee counseling and discipline in accordance with Credit Union policies and applicable collective bargaining requirements.
  • Assist with interviewing candidates and supporting the onboarding and probationary evaluation process.
  • Ensure employees complete required compliance and developmental training.
  • Build a strong culture focused on exceptional member service, relationship development, and ethical sales practices.

Operations & Service Excellence

  • Direct the daily operations of all three remote delivery functions.
  • Coordinate staffing and cross-training to meet established service levels.
  • Monitor performance and identify opportunities to improve efficiency, service quality, and member experience.
  • Establish and communicate department goals and monitor progress against established performance measures.
  • Recommend improvements to procedures, processes, technology, and department development.
  • Handle complex member concerns and complaints by working directly with members to resolve issues.

Staffing & Scheduling

  • Develop staff schedules across all three business units to ensure appropriate coverage.
  • Use appointment scheduling, video engagement activity, call volume forecasting, and drive-up transaction patterns to determine staffing needs.
  • Monitor and address issues related to payroll, overtime, time-off, and staffing.
  • Serve as the on-site leadership presence for the Streetsboro location and coordinate with Lending leadership regarding shared facility, security, scheduling, and workspace needs.

Remote Delivery Technology

You will oversee and become proficient in several key remote delivery platforms, including:

Video Services

  • Manage the Eltropy video banking platform, including video, audio, live chat, text messaging, co-browsing, screen sharing, and document exchange/signing.
  • Support members as they transition between service channels.
  • Identify workflow improvements that reduce handle time while maintaining service quality.

Teleservices

  • Direct contact center operations, including queue management, service levels, abandonment monitoring, call routing, and overflow/after-hours coverage.
  • Maintain proficiency with the Mitel contact center platform, including routing configuration, call recording, quality monitoring, and reporting.

Personal Experience

  • Oversee video teller services delivered through the drive-through ITM network.
  • Monitor ITM/ATM operations, including machine status, cash and coin levels, dispenser and depository performance, and maintenance needs.
  • Analyze ATM/ITM reporting related to transaction volume, downtime, cash and coin efficiency, and settlement.
  • Recommend adjustments to cash ordering and load schedules.

Compliance & Risk Management

  • Ensure department activities comply with Credit Union policies, procedures, and established controls.
  • Maintain appropriate standards related to member identification, account information, loan documentation, and member privacy.
  • Maintain strict confidentiality of member transactions, employee information, and Credit Union business.

Why Join 7 17 Credit Union?

At 7 17 Credit Union, you'll have the opportunity to make a meaningful impact on both our members and our employees. This position plays an important role in shaping how members experience the Credit Union through innovative remote delivery channels while developing a high-performing team.

If you're an experienced financial services leader who enjoys developing people, improving processes, embracing technology, and delivering an exceptional member experience, we'd love to hear from you.

7 17 Credit Union is an equal opportunity employer.

What We're Looking For

Required Education

  • High school diploma or equivalent required.
  • Associate's degree or higher in a related field or significant related experience preferred.

Required Experience

  • Minimum of 3 years of Credit Union or related financial services experience, preferably involving new accounts and lending.
  • Minimum of 2 years of supervisory or leadership experience with direct responsibility for employee performance.
  • Demonstrated experience in at least one remote delivery channel, such as:
    • Contact center operations
    • Video banking
    • ATM/ITM operations
  • Ability and willingness to learn and manage the remaining remote delivery channels.

Skills & Qualifications

The ideal candidate will demonstrate:

  • Strong customer service and relationship-building skills.
  • Leadership ability and a commitment to employee development.
  • Excellent verbal and written communication skills.
  • Strong problem-solving and decision-making abilities.
  • Effective time management and organizational skills.
  • Attention to detail and sound judgment.
  • Professionalism and the ability to work effectively with employees, members, vendors, and leadership.
  • Ability to manage multiple priorities and business units simultaneously.
  • Ability to remain calm and effective in a fast-paced environment.
  • Creativity, initiative, resourcefulness, and a collaborative team approach.
  • Ability to learn and become proficient in multiple technology platforms and systems.

Apply