Location: Scottsdale, AZ
Company: Jpmorgan Chase Bank, N.A.
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
and each other the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 35 years later, our approach hasn't changed.
At NBAZ, the possibilities are endless - come for the job, stay for a career. NBAZ is looking for a seasoned Client Service Associate (Teller) to join Arizona's #1 Community Bank in our Gainey Ranch/Scottsdale branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Essential Functions: Responsible
for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record.
Identifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. Resolves clients' problems either through direct personal action or referral to alternative branch or bank resources. Identifies and maximizes cross-sell the banks' opportunities through exploring needs. Other duties as assigned. Qualifications: High School
Diploma or equivalent and some cashiering, customer service, balancing or other related experience.
Schedule: Monday - Friday: 8:30 A. M. - 5:30 P. M. 40 hrs. /wk. Basic knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking. Must have solid balancing and customer service skills. Ability to cross-sell bank products based on client's needs. Pay range (depending on experience): $16.50 - $19.00 Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. Mental health benefits including coaching and therapy sessions. Tuition Reimbursement for qualifying employees. Employee Ambassador preferred banking products.
and each other the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 35 years later, our approach hasn't changed.
At NBAZ, the possibilities are endless - come for the job, stay for a career. NBAZ is looking for an experienced Branch Relationship Banker to join Arizona's #1 Community Bank in our Gainey Ranch/Scottsdale branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Essential Functions: Performs
full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues.
Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource. Responsible for making appropriate referrals for other bank products and services, including commercial lending products. Follows up with clients as needed. May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans. Responsible to resolve customer service issues. Establishes, expands and maintains
a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
May be responsible for processing cash transactions and other customer service duties within the branch. Other duties as assigned. Qualifications: High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications. Previous experience in a financial sales representative-oriented role preferred. Working knowledge of mathematical calculations and standard banking products, services and transactions.
Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications. Proven customer service, interpersonal and communication skills, both verbal and written. Effective selling, cross-selling and referral skills. Solid mathematical, problem-solving and negotiation skills. Solid interpersonal & relationship building skills. Strong attention to detail and time management. Proficient in basic computer skills. Schedule: Monday - Friday: 8:30 AM - 5:30 PM; 40 hours/week Benefits: Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. Mental health benefits including coaching and therapy sessions. Tuition Reimbursement for qualifying employees. Employee Ambassador preferred banking products.
Through our dedication to getting it done, we make every mortgage feel like a win. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together.
You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program,
and a wellness program. Position Overview: The Inside Loan Originator is responsible for converting inbound premium leads into loans by promoting Cross Country Mortgage, LLC's (" CCM" ) competitive mortgage products, services, and programs, consulting with customers about their current and future needs to help them achieve their financing needs, collecting and reviewing all needed supporting loan documentation, and maintaining minimum standards for production and quality.
Job Responsibilities: Establish a strong presence for CCM, including but not limited to, converting in-coming leads. Analyze current rates and programs to provide accurate and timely information to borrowers.
Negotiate terms and conditions with borrowers. Participate in all steps related to the origination of a mortgage loan including but not limited to, meeting with prospects, counseling borrowers, taking mortgage applications by phone.
Manage personal pipeline to ensure service standards and financial goals are met. Learn various borrowing programs and processes and stay current with changes and new products. Learn and utilize various in-house technical systems and programs. Comply with all applicable federal and state compliance guidelines relative to the position. Qualifications and Skills: A minimum of 1 year of current sales experience OR current origination experience in a consumer direct or call center environment.
NMLS License under the terms of the S. A. F. E. Act of 2008 (" SAFE Act" ) a plus. Arizona License under the terms of the SAFE Act a plus. Ability to work varying hours and overtime if needed. Prefer experience converting leads and in-bound calls. Experience collecting and analyzing borrower income and negotiating skills. Good knowledge of retail product philosophy, policy, underwriting, procedures, documentation, and systems. Experience proactively soliciting new business. Good analytical skills necessary to evaluate credit requests and determine trends in each marketplace.
Advanced verbal and written communication skills, and the ability to work with a wide range of constituencies in a diverse community. Proficiency in standardized software applications, including Microsoft Office Suite (i. e. Word, Excel, Power Point and Outlook). This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
Cross Country Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! /about-us/careers/apply/ California residents: Please see Cross Country's privacy statement for information about how Cross Country collects and uses personal information about California consumers. Cross Country Mortgage, LLC. (NMLS3029) is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to race, religion, creed, color, orientation, gender, age, national origin, veteran status, disability status, marital status, interactionual orientation, gender identity, or gender expression, or any other protected status in accordance with all applicable federal, state and local laws.
The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
Employment is contingent upon successful completion of a background investigation. Cross Country Mortgage, LLC. is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit www. NMLSConsumer Access. org
in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.. Bonus Type Discretionary Summary Are you looking to join a company where people truly care about making a difference?
BOK Financial is committed to achieving more together by bringing passion and customer focus to the business. Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKF's clients. They are empowered and responsible for providing a superior experience on every interaction
in a manner that builds a permanently engaged client. Interactions include providing answers or solutions on account activity, teller transactions, digital banking products, debit cards and a variety of other products or processes.
The Personal Banker will be able to effectively and efficiently handle client interactions and exceed client expectations. In addition, they will provide a level of support that makes clients feel assured that their needs have been completely and accurately resolved. The Personal Banker may interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication channels. Team Culture We're passionate
about what we do and it shows. Working with our peers across the bank to help our clients achieve their financial goals is rewarding.
We've created a fun, safe space for you to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level. We support and lift one another up and help each other become better. Recognition, integrity and the desire to help others are our winning combination. How Youll Spend Your Time: You will be responsible for delivering exceptional client experience to build, expand, and retain long: term client relationships. While providing consultative conversations to existing and prospective clients you will backss their financial needs and offer bank products and services to help clients accomplish their financial goals.
: You will open a full range of retail products, including loan products, for new and existing clients by making recommendations during routine banking center service and teller transactions. You will educate new and existing clients about bank services that provide additional convenience such as online banking, Bill Pay, E: Statements, and mobile and ATM deposit capabilities. : You will resolve a variety of simple to moderate client problems while ensuring the highest level of client experience and satisfaction.
: You will provide a variety of teller transactions for clients (i. e. cashes checks, processes checking and savings account withdrawals and balances within standards, etc. ) while seeking opportunities to deepen client relationships and identify opportunities to help clients meet their financial goals. You will comply with internal control, audit, security, and compliance policies and procedures and laws and regulations. You will participate in professional development through training, engaging in self: improvement initiatives and skill: building activities to enhance product knowledge, systems knowledge, sales, and client relations skills.
This will also be accomplished by actively participating in coaching and feedback sessions by setting goals and achieving results.
