Location: Niles, IL
Company: Jpmorgan Chase Bank, N.A.
Banking jobs refer to employment opportunities within the financial industry, specifically within banks, where individuals handle monetary transactions, manage financial assets, provide advice on financial services, and support the economic infrastructure. These roles often require strong numerical skills, keen attention to detail, and an understanding of financial regulations. Sector jobs can range from teller positions to investment banking analysts, each with a focus on financial integrity, customer service, and contributing to the bank's profitability. As the banking sector evolves with technology, many roles also involve adapting to digital banking platforms and innovative financial products.
the retention and growth of profitable client relationships. Develops new and existing client relationships by educating prospects and clients about the features and benefits of the Bank's consumer and business products; understands the respective needs of clients and prospects.
Essential Duties Client Development Proactively deepens customer relationships by meeting their needs through additional products and services. Actively refers clients to other areas for additional needs as well as successfully identify and develop prospects into new relationships Successfully onboards all new clients by cross-selling entire suite of products such as Online and Mobile Banking, etc. On a regular
basis, follow up with clients and seek out new opportunities based on client's needs including recommending product solutions (including cross sales) Partners with other bank employees developing, communicating and implementing the sales strategy in order to meet/exceed business objectives and exchanges leads/referrals.
Conducts joint outside sales calls with employees at prospects or clients places of business Client Service and Maintenance Open new personal and business accounts Perform maintenance on accounts including, but not limited to, name and address changes, account renewals, signer and beneficiary updates, etc. Counsel clients on their financial needs making recommendations
where necessary and appropriate Resolve client issues in a tactful and professional manner Assist with clients Home Equity Applications Review overdrafts and assist management in sound decisions Assist in any other client services that may arise including support for other Bank departments as required Banking Product Knowledge Have full knowledge of all consumer and business banking product features and benefits included but not limited to demand deposits, savings, certificates of deposits, IRAs, Online and Mobile Banking, Home Equity Lines of Credit Understand the titling and structuring of various types of accounts Having a basic knowledge of other products the Bank offers and how to effectively work with other departments to deliver those products to clients Responsible for increasing knowledge for various product type to client base Compliance/Risk Adhere to compliance policies/procedures and internal controls Assist with any compliance monitoring necessary Support the Bank's efforts to ensure successful CRA results by participating in any Bank sponsored CRA activities when available Address CIP due diligence exceptions related to account opening within 30 days Perform all essential Teller duties Receive checking and savings deposits: verify cash and endorsements, receive proper identification for cash back, and issue receipts of deposit Process savings withdrawals and cash checks: verify endorsements, receive proper identification and ensure validity Issue personal money orders and cashier's checks Buy and sell currency from the vault as necessary to ensure cash limits are not exceeded Accept loan payments: verify payment amount and issue receipts Log and process mail Prepare/change currency orders for business clients and roll coin Gather CTR information Redeem savings bonds Balance of cash drawer and cash recycler Process: Wire Transfers, Bond Coupons & Foreign Checks Sell/Buy Foreign Currency Wire Log Foreign Drafts Sending Savings Bonds to Fed for Redemption Sell: Master Card Gift Cards Perform Cash Audits with Teller Manager Responsible for ATM/Debit Card duties such as Guide new clients through the entire card application process and perform any relevant troubleshooting for existing cardholders whenever necessary Make adjustments as needed to client ATM/Debit card files: Add/remove accounts linked to cards Re-Order or replace (lost/stolen) cards Handle requests for card limit increase and/or change of address Update and maintain appropriate ATM/Debit logs as needed: Lost/Stolen Log Compromised Card Log Card Limit Increase Log 30-Day Address Change Log Place miscellaneous addenda on accounts linked to cards for cardholders travelling internationally, as well as for closed accounts Ensure proper functionality of cards for clients who are travelling internationally through the adjustment of settings in Client-Central Maintain the accuracy of card file folders through regular file maintenance Process various daily, monthly, and periodic reports Perform additional duties such as Attend monthly meetings Order and arrange supplies Support Community Banking Department in any capacity necessary Nonessential Duties Other duties as assigned Knowledge, Skills & Abilities Maintain friendliness and professionalism through the proper use of tact & diplomacy when dealing with clients at all times Enjoy working with the public Strong verbal and written communication skills Current and remains up to date in relevant technology and systems Strong level of accuracy and detail oriented Ability to be flexible and to multi-task on a regular basis Strong knowledge of bank deposit products & regulations Good problem-solving skills Training & Experience High school diploma or GED, college graduate preferred Microsoft proficiency 2 - 3 years previous banking experience Additional training/education helpful Fiserv application helpful First Bank Chicago is an Equal Opportunity Employer: disability/veteran Crain's Chicago Best Places to Work - 2021 - 2022
financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions.
Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within the bank to develop strong relationships and credibility with internal and external clients. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following
policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience.
While operating within the Bank's risk appetite, achieves results by consistently identifying, backssing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIESAND RESPONSIBILITIES: Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and
problems and prioritize and delegate tasks to resolve. Post-appointment follow-up to maintain relationships and develop referrals from existing client base.
Manage sales planning for self and for team to drive sales, and achieve designated goals, client experience and financial results. Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework. Ability to delegate tasks and follow-through. Prepare necessary internal reports for sales tracking. Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities. Conduct internal and external seminars to focus on business development and growth.
Prioritize client needs and introduce services of other Fifth Third Bank employees, i. e. loans, estate planning, deposits. Serves as a coach and mentor for licensed bank employees. Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful. Guide and promote progress toward established goals for team. Recognize and reward achievement of goals. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Prior Brokerage Industry Experience. Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required.
Variable Annuity license is required. Motivated by commission sales, recognition programs, and internal sales competition among co-workers. Ability to motivate others in a team environment. Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes. Demonstrated ability to simplify and communicate complex financial concepts. Proven experience in building strong internal and external client relationships. Highly developed knowledge of the securities business, investment products and financial solutions.
Highly developed sales and presentation skills. Travel required within assigned territory. #LI-LB2Investment Executive LOCATION -- Morton Grove, Illinois 60053Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, interactionual orientation, gender identity, military status, veteran status or any other legally protected status.
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.
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.
