Location: Plano, TX
Company: Jpmorgan Chase Bank, N.A.
you will contribute significantly to the success of the Virtual Branch helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs while partnering with Specialists including Private Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship Managers, to connect customers to experts who can help them with specialized financial needs.
You will engage clients over the phone and video both inbound and outbound providing strong customer service, offering advice, sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate.
You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment making lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities Manages assigned customers and proactively meets with them virtually to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Partners with Specialists (Financial Advisors, Mortgage Bankers, and Business
Relationship Managers) to connect customers to experts who can help them with specialized financial needs Adheres to policies, procedures, and regulatory banking requirements Demonstrates excellent communication skills including written, phone, video with a proven ability to tailor features and benefits of products and services to customers with differing needs while engaging and partnering with team members and other lines of business to offer most appropriate products Influences, educates, and connects customers to technology with the ability to learn products, services, and procedures quickly and accurately by delivering solutions that make our One Chase products work together Possesses drive, initiative, and knowledge to provide financial options for customers using a consultative approach and operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Successfully obtain, retain or transfer the Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63), a valid and active Life, Health and Variable insurance license in your resident and all non-resident states.
High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work Virtual Bank hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Training Requirement Completion of registrations and licenses, include appropriate reading materials and study time as well as a course preparation.
Failure to obtain licenses, including earning acceptable scores and passing required exams within 180 days, may terminate your employment. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http: //mortgage. nationwidelicensingsystem.
org/SAFE/Pages/default. aspx JPMorgan Chase & Co. one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J. P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We recognize that our people are our strength and the diverse talents and perspectives that they bring to our global workforce are directly linked to our success.
We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, interactionual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
(If you are a US or Canadian applicant with a disability and wish to request an accommodation to complete the application process, please contact us by calling the Accessibility Line (US and Canada Only) -xyz X and indicate the specifics of the assistance needed. ) We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
Administrative/Clerical jobs encompass a range of positions that provide support to an organization's operations, typically in an office setting. Key characteristics of these roles include handling correspondence, managing files, scheduling appointments, and maintaining databases. Employees in these jobs often serve as the backbone of a company, ensuring smooth internal communication and effective organization of records. Attention to detail, strong organizational skills, and proficiency with office software are quintessential for success in administrative and clerical positions.
The Scheduler plays a critical role in maintaining the efficiency and productivity of the general surgeon's practice. The Scheduler is responsible for collaboratively booking all surgical procedures and collecting all pertinent patient and financial information prior to procedures.
Communication, organization and flexibility skills are paramount to this position. Qualifications: High School diploma or GED required. Bachelor's course work and/or additional business courses preferred. Must have a minimum of 2 years' experience in a related field and broad knowledge of medical terminology. Typing accuracy of 60 words per minute desired. Comfortable with computer programs and software, fax
machines, email, printers, copy machines. Must exhibit exceptional communication, organization and flexibility skills. About Cook Children's: Our not-for-profit organization is comprised of a flagship medical center in Fort Worth, Texas, a new medical center in Prosper, Texas, a physician network, home health company, surgery centers, health plan, health services, and health foundation.
With more than 60 primary, specialty and urgent care locations throughout Texas, families can access our top-ranked specialty programs and network of services to meet the unique needs of their child. Cook Children's is honored to continually receive recognition for our outstanding efforts and outcomes
in pediatric health care. At Cook Children's, we're more than a health care system--we're your friends, neighbors and even family members.
And we're parents too, so we can see the world through your eyes. We see what you're going through--and how we can help you and your child get the best care and support possible. Cook Children's is an EOE/AA, Minority/Female/Disability/Veteran employer.
phone with courtesy and knowledge, scheduling appointments Pre-booking guests Use our Point of Sale software to check guests out Maintain a balanced cash drawer Maintain a clean and organized facility Assist in every aspect of salon daily activity What success looks like: Happy, satisfied and well educated customers You are a person your team knows they can count on Your work area is in constant pristine condition Cash drawers / Daily reports are balanced Position Requirements: Part time availability (12-20 hours a week) Must have Saturday Availability (some weekday evenings) Ability to stand for long periods of time, occasionally walking up and down stairs Comfortable with Apple software Hourly
$15 What we offer: Part-time employees receive discounts on all AVEDA products and services If this describes you, then let's start the journey to see if Tangerine Salon is the place for your career to find its full potential.
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skills as well as the ability to adapt to changes as they occur in both staffing levels as well as patient volumes. Education & Experience: High school graduate or equivalent. At least two years' experience in a medical office. Understanding of diversified insurance plans.
Knowledge of coding and medical terminology. Exhibit good interpersonal and communication skills. Maturity to withstand pressure that may arise in relation to the public and physician. About Cook Children's: Our not-for-profit organization is comprised of a flagship medical center in Fort Worth, Texas, a new medical center in Prosper, Texas, a physician network, home health company, surgery centers, health plan, health
services, and health foundation. With more than 60 primary, specialty and urgent care locations throughout Texas, families can access our top-ranked specialty programs and network of services to meet the unique needs of their child.
Cook Children's is honored to continually receive recognition for our outstanding efforts and outcomes in pediatric health care. At Cook Children's, we're more than a health care system--we're your friends, neighbors and even family members. And we're parents too, so we can see the world through your eyes. We see what you're going through--and how we can help you and your child get the best care and support possible. Cook Children's is an EOE/AA, Minority/Female/Disability/Veteran employer.
