Small Business Banker jobs in Ohio

Financial Advisor

Should be a graduate of a regionally accredited four-year college or university with a bachelor’s degree in business administration, finance, accounting, economics, or other related fields and/or possess a minimum of five years of experience as a financial advisor or business ownership experience. An equivalent combination of education and experience demonstrates the required knowledge, skills and abilities may be acceptable.

Additional requirements for the proposed Financial Advisor include:

• Thorough understanding of key financial statements: income statement, balance sheets, and cash flow statements

• Strong analytical abilities

• Solid understanding of financial products offered through the Minority Business Development Division

• Ability to build relationships within the financial industry sector to help clients access funding

• Ability to breakdown complex financial concepts in a clear and concise manner for ease of understanding for clients

• Receive CBA® Certification within six (6) months of hire date

• Possess a valid Ohio Driver’s License and the ability to travel. 6.4.1 Financial Advisor – Responsibilities A financial advisor is responsible for providing direct, in-depth financial counseling to clients:

Duties include:

• Assist clients in understanding and preparing financial statements.

• Work with clients to access financial products through the State, banks, local Community Development Financial Institutions

• Devoting a minimum of forty (40) hours per week of his/her time engaged in MBAC work, with seventy-five (75) percent of his/her time to in-depth consulting with clients to determine their needs and capabilities and a maximum of twenty-five (25) percent of his/her time providing essential MBAC services to the public and administrative support.

• Working closely with the Division’s Business Development and Entrepreneurship Manager and/or other members of the Division to facilitate the supporting businesses.

• Attending training sessions for business advisors to facilitate ongoing knowledge and ability to provide in-depth consulting.

• Assisting in planning and marketing seminars, training sessions and conferences.

• Community involvement including public speaking as needed or directed.

• Participating in training events as an instructor or moderator.

• Assisting in efforts to evaluate the effectiveness and impact of training events.

• Other duties as assigned by the MBAC Director or Division’s Business Development and Entrepreneurship Manager and other Division staff.

Job Type: Full-time

Pay: $55,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Weekly schedule:

• Monday to Friday
• No weekends

Work setting:

• Hybrid work

Ability to Commute:

• Cleveland, OH 44115 (Required)

Work Location: Hybrid remote in Cleveland, OH 44115