Location: Clackamas, OR
Company: Jpmorgan Chase Bank, N.A.
Banking jobs refer to a variety of roles within the financial industry, focused on the management, investment, transfer, and lending of money. These positions range from tellers and customer service representatives to investment bankers and financial advisors. They are characterized by their formal and regulated work environment, a strong focus on customer service and financial transactions. Operating within the core of the economy, banking jobs often require a blend of analytical skills, attention to detail, and a deep understanding of financial markets and products. Career growth and stability are common, with opportunities to specialize in areas like derivatives, asset management, or compliance.
#2 on the 2023 Linked In Top Companies list - and #1 among financial services companies - as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace.
When it comes to employees' financial health, we offer competitive salaries and generous benefits package. Apply today. About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee
will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs.
In this role you will: Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position
until employee has successfully completed licensing requirements.
Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments Review and analyze moderately complex costumer concerns for possible resolution though discretionary application of applicable resolution protocols Escalate banking related issues or business risks that require an in-depth evaluation Advise customers on various aspects of recommended and available financial options and services Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs May study and test for additional licenses (Series 7 and Series 66) once the minimum licensing requirements are met This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction.
As such, this position requires compliance with the SAFE.
Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education3+ years of experience building and maintaining effective relationships with customers and partners3+ years of experience recommending products and services Desired Qualifications: Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking Experience recommending financial services products and services Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration State Insurance license(s)3+ years of experience in a licensed financial services position Customer service focus with experience handling complex transactions across multiple systems Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagueinteractioncellent verbal, written, and interpersonal communication skills Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention Ability to follow policies, procedures, and regulations Ability to educate and connect customers to technology and share the value of self-service digital banking optioninteractionperience using strong business acumen to provide financial services consultation to small business customers Knowledge and understanding of financial services consumer lending products Ability to interact with integrity and professionalism with customers and employees High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer-coaching others Job Expectations: Ability to work holidays and weekends Adherence to Wells Fargo sales practices risk management culture Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period.
For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement.
This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment State Insurance license(s) are required for this role and must be completed within a specified period Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position.
Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http: //fedregistry. nationwidelicensingsystem. org) provides the MU4R questions and registration required for employment in this position Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. A current credit report will be used to backss your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting End Date: 11 Jan 2024 Job posting may come down early due to volume of applicants.
We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. PDN-9b01d0cf-2a36-486e-a18e-895b1ae1b845
exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.
We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships. About the Role: This position processes a variety of customer account
transactions quickly, accurately, and confidentially. A Level I client service specialist provides an exceptional banking experience to our customers by building relationships and offering appropriate products and services.
Performs cash handling functions (deposits, withdrawals, cash advances, payments, transfers, check cashing, etc. ). Balancing cash drawer and Client Service Specialist transactions. Learning basic knowledge of new and existing products and services. Discuss and access customer’s financial needs to identify and offer appropriate products and services. Secure against loss by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds. Identify
fraudulent activity. Read, understand and follow all relevant SOP’s.
Perform and support daily tasks that maintain the integrity of the branch (balance ATM, process night drop, balance negotiable instruments, process returned mail, balance credit card machine, monitor lobby rate sheets and brochures). Supports referral goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner. Provides an extraordinary customer experience. Other tasks as assigned. About You: High School Diploma or GED. Some experience in customer service preferred. Bilingual preferred. Ability to work in a fast-paced, cash handling environment.
Maintain a professional demeanor at all times. Strong organizational and time management skills. Ability to work effectively as part of a team. Ability to pass Client Service Specialist training programs. Builds relationships with customers and internal teammates. Ability to perform repetitive finger, hand, and arm movements. Ability to think critically and provide appropriate solutions. Work Style: Umpqua Bank offers a Flexible Workplace Program and this opportunity comes with the Full Office work style which is working in office from a designated company location five days weekly.
Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $18.00 to $22.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays.
Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, interaction, age, interactionual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: xyz X@ To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank.
Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.
We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships. About the Role: In this role, you will work on assignments that are routine
in nature where limited judgment is required within a geographic area, but not limited to one facility. Process a variety of routine financial transactions including check cashing, withdrawals, deposits, and loan payments Balance cash drawer, counting currency and coin accurately Assist customers in determining the types of account that will meet their financial needs Open and process all types of deposit and loan accounts including complex retail products such as consumer loans, VISA merchant accounts, and small business loans Cross-sell other bank services and refers customers to other departments as appropriate Answer questions and/or resolves complex technical problems on customer accounts
Provide exceptional customer service Demonstrate compliance with all bank regulations that apply to your position and keep up to date on regulation changes.
Maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other regulations that apply to your position. About You: Cash handling experience Strong attention to detail and the ability to multi-task effectively Ability to understand and follow directions Ability to organize and prioritize work Proficient use of Microsoft Word and Excel software applications and ability to operate a variety of office equipment Ability to maintain confidentiality, use tact and diplomacy; maintains professional dress and demeanor Demonstrated sales skills Valid drivers' license Completion of high school, vocational training, or equivalent Work Style: Umpqua Bank offers a Flexible Workplace Program and this opportunity comes with the Full Office work style which is working in office from a designated company location five days weekly.
Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $18.00 to $22.00 and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location.
The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays.
Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, interaction, age, interactionual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.
If you require an accommodation to complete the application or interview(s), please let us know by email: xyz X@ To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions.
Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.
We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships. About the Role: This position processes a variety of customer account transactions
quickly, accurately, and confidentially. A Level I client service specialist provides an exceptional banking experience to our customers by building relationships and offering appropriate products and services.
Performs cash handling functions (deposits, withdrawals, cash advances, payments, transfers, check cashing, etc. ). Balancing cash drawer and Client Service Specialist transactions. Learning basic knowledge of new and existing products and services. Discuss and access customer’s financial needs to identify and offer appropriate products and services. Secure against loss by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds. Identify fraudulent
activity. Read, understand and follow all relevant SOP’s.
Perform and support daily tasks that maintain the integrity of the branch (balance ATM, process night drop, balance negotiable instruments, process returned mail, balance credit card machine, monitor lobby rate sheets and brochures). Supports referral goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner. Provides an extraordinary customer experience. Other tasks as assigned. About You: High School Diploma or GED. Some experience in customer service preferred. Bilingual preferred. Ability to work in a fast-paced, cash handling environment.
Maintain a professional demeanor at all times. Strong organizational and time management skills. Ability to work effectively as part of a team. Ability to pass Client Service Specialist training programs. Builds relationships with customers and internal teammates. Ability to perform repetitive finger, hand, and arm movements. Ability to think critically and provide appropriate solutions. Work Style: Umpqua Bank offers a Flexible Workplace Program and this opportunity comes with the Full Office work style which is working in office from a designated company location five days weekly. Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits.
The pay range for this role is $18.00 to $22.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays.
Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, interaction, age, interactionual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: xyz X@ To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank.
Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
