Location: Westlake, OH
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.
Banking jobs refer to employment opportunities within the banking sector, which plays a pivotal role in the financial services industry. These positions range from tellers and customer service representatives to investment bankers and risk analysts. Key characteristics of banking jobs include handling monetary transactions, providing financial advice, managing clients' portfolios, and ensuring regulatory compliance. They often demand strong analytical skills, attention to detail, and a commitment to maintaining customer trust and confidentiality. With the rise of fintech, many banking roles also require adaptability to technological advancements and innovative financial solutions.
Relationship Center Support; follows-up with customers as necessary. Operates Teller window; maintains acceptable outages based on the Branch Operation Guidelines; maintains appropriate cash limits; follows policies and procedures to ensure compliance for branch audits.
Opens and closes deposit accounts and services with accuracy and in accordance to bank policies and applicable regulations; acts as a backup to the head teller by assisting with overrides and coaching new tellers. Cross-sells bank's products and services by using insights gained about the customer's needs; provides investment, mortgage, business banking referrals; follows up on referral opportunities. Assists in performing
back office duties which includes completing branch reports, balancing the ATMs, processing night/mail deposits, and filing. Assists in shared Customer Relationship Center float to other bank branches as needed.
Other duties as required. Necessary competencies: Accountability Change Champion Coachability Communication Detail Orientation Organizational Savvy Process Oriented Service Orientation Technical Expertise Experience with handling cash is required. Experience in retail banking is preferred. Experience in customer service is preferred. Experience in financial services or banking is preferred. Proficiency in MS Office (Outlook, Excel, Word) or similar software is required. Cleartouch,
On Base, various government and investor software/web portals is preferred.
Education and Experience Education: High School Diploma or equivalent is required; Bachelor's degree is preferred. Certification: (Float positions) Valid driver's license is required. Years of experience: 0 to 2 years is required. Years of experience supervising: None. Physical Environment While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and employee must occasionally lift and/or move up to 25 noise level in the work environment is usually quiet to moderate.
This position is performed in an office setting, able to work days and hours branch offices are open. Able to work overtime as directed. This job description is designed to provide a general overview of the requirements of the job and does not entail a comprehensive listing of all activities, duties, or responsibilities that will be required in this position.
helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes 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 Adheres to policies, procedures, and regulatory banking requirements 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 Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch 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 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 Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We recognize that our people are our strength and the diverse talents 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. 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, discretionary incentive compensation which may be awarded in recognition of 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
Banking jobs refer to positions within the financial services sector where individuals manage money, credit, and other financial transactions for clients. These roles include investment banking, retail banking, and wealth management among others. Some characteristics of banking jobs are their focus on financial analysis, risk management, customer service, and compliance with regulatory standards. These roles often require strong analytical skills, attention to detail, and a solid understanding of financial markets. Additionally, banking professionals must continuously adapt to evolving financial technologies and regulatory changes.