Location: Oak Brook, IL
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
around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.
The Position Our community bank client is seeking to fill a Personal Banker role in the Oak Brook, IL market. The successful candidate will be performing all customer service functions while maintaining positive relationships with coworkers and customers. The
position includes a generous salary of up to $60k plus incentives and an excellent benefits program. Personal Banker responsibilities include: Managing customer accounts.
Opening, closing, and overseeing all transactions. Managing loan pipeline, understanding loan documentation, and following through to obtain all required documentation from members. Communicating with customers and resolving basic inquiries for deposit and basic loan questions. Performing account maintenance for customers who are interested in other banking products. Ensuring the customer’s needs are achieved by conducting a thorough financial needs backssment and offering the most appropriate products and services.
Accepting and inputting loan applications to assist customers in completing the loan process and helping to obtain the required documentation.
Processing additional functions including detailed reporting as assigned. Providing solutions to customers regarding financial products and services. Developing and maintaining a working knowledge of all Banks’ products and services. Escalating issues to supervisor when necessary. Assisting management in training and mentoring less experienced personal financial officers. Performing other duties as assigned. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion.
Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: High School Diploma or equivalent. Two years of experience in customer service or comparable positions. Experience in loan sales, application generation, and loan closing experience at a financial institution. Previous experience in understanding and explaining credit bureau reports, liaising with members in satisfying loan stipulations, scheduling closings, and processing loan documents.
Successful ability to sell ancillary insurance products. Ability to build positive relationships within the bank and capable of establishing professional expertise through integrity, dedication, and strategic counsel. Strong written and oral communication skills; must be able to convey complex concepts in a clear and concise manner. The next step is yours. Email us your current resume along with the position you are considering to: xyz X@
Our Mortgage Bankers have access to a wide range of loan programs and competitive rates while catering to a large customer base of veteran homeowners, those seeking government refinancing assistance, and first-time home buyers. For more information please contact: Alexis Romitti - direct: (773) 922-xyz X - xyz X@ What We Offer: Federal Charter, Mortgage Bankers can originate in all 50 states without the hassle of state licensing Custom marketing options, robust marketing support program(s), mobile app, and marketing CRM, give Mortgage Bankers the edge they need to compete and win!
Experienced and highly trained operations staff for Processing, Underwriting, Closing and more (ALL 100%
IN HOUSE). Quick turn times - Our goal is to get your loans closed in 30 days or less Loan products for every scenario: FHA, VA, Conventional, USDA, Jumbo, 203k & Renovation, Portfolio, Condos/Co-ops, Construction, Down Payment Assistance & Grant Programs, HECM's, Multi-Family, Commercial, Personal Loans and more!
Coaching programs led by Sales Division Leaders offered to Managers & LOs ready to grow their business and/or teams. Weekly National Sales Meetings to share Bank and industry news Employee Benefits: Comprehensive Health, Dental, and Vision insurance plans available; includes company paid life insurance Competitive Flex Spending Accounts (FSAs) Employee Assistance programs (EAPs)
for financial planning, emotional support, legal guidance, and work-life solutions Partial 401k matching Employee appreciation events Employee recognition on a national scale A true team culture working towards one common goal; helping homebuyers finance their dream homes!
Job Requirements: Minimum of 2 years of mortgage lending experience in a call center/consumer direct environment Active NMLS # Ability to manage time effectively due to the high volume of in-bound leads the banker will be expected to work Must be self-motivated, results-oriented, and experienced in taking a disciplined approach to working leads Strong interpersonal communication skills, ability to effectively interact with individuals within all departments of the bank Thorough knowledge of current loan originating guidelines/procedures Favorable credit and background check Bachelor’s degree preferred VA and FHA lending experience strongly preferred Veterans are strongly encouraged to apply We are seeking experienced Mortgage Professionals with a minimum of 2 years of experience and actively working in the mortgage banking industry.
Only qualified candidates will be considered. Website The Federal Savings Bank is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, interaction, interactionual orientation, gender identity, national origin, veteran or disability status Powered by Jazz HR
additional compensation in the form of short-term incentives (i. e. bonus and/or commission) and may include long-term incentives (i. e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off.
Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Position Summary Provides customer service, processing both business and individual banking transactions; manages a cash drawer, cross-sells bank
services. Responsible for comprehensive, prompt and efficient customer transactions. Trial balances cash drawer throughout the day. Balances and rolls the drawer for the day at close of shift, comparing the balance to the system balance.
Reports any discrepancies to the supervisor as necessary. Primary Accountabilities Institutional knowledge of banking. Receive cash and checks for deposit, verifying amounts, looking at endorsements and reviewing checks for possible fraud including holds Examines cash carefully to guard against counterfeit bills. Cashes checks for customers in accordance with bank policy. Enters transactions into computer system and issues receipts. Assists customers
with transactions and ATM operations. Provides accurate customer service to include balancing cash drawer throughout the day to reduce and eliminate teller differences.
Understanding basic knowledge of deposit and lending products & services. Able to identify correct product types through needs-based questioning allowing them to build and deepen customer relationships. Consistently demonstrates knowledge of bank products and services through referring products and services to corresponding business partners, assist customers on electronic services and entering opportunities into the customer information software. Serves as relief and /or backup teller in other locations of Midland States Bank.
Timely completion of all assigned learning activities. Actively participate in weekly huddles and one on one coaching sessions. Demonstrates and models Midland States Bank core values that support the bank’s culture. Participate in bank sponsored community activities. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
Other duties as assigned. Position Qualifications Education/Experience: Minimum Requirement: High School Diploma. Ability to: Stand for extended periods of time. Ability to lift and transport coin and currency bags as required (bags may weigh between 25lbs and 50lbs). Other Desired Qualifications: Multilingual speakers are encouraged to apply. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company.
We’re proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, interactionual orientation, national origin, genetics, disability, age, or veteran status.
If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at xyz X@. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
engagements. You will assist in building financial models, developing valuation analyses, creating pitchbooks and other presentations, performing research relating to mergers, acquisitions and capital raises, and developing our internal business processes.
First Analysis has a four-decade record of serving emerging growth companies, established industry leaders and institutional investors in emerging high-growth tech-driven segments, both through its venture capital investments and through First Analysis Securities Corp. (FASC), which provides investment banking and related services. FASC is a FINRA-registered broker-dealer and member SIPC. Our integrative research process underpins all
our efforts. The integrative research process drives value by unifying diverse perspectives, capabilities, skill sets and relationships. In our research and in all our undertakings, we aim to create an inclusive culture where the unique backgrounds and perspectives of our employees and partners are highly valued.
First Analysis is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, interactionual orientation, national origin, genetics, disability, age or veteran status. Requirements Candidates should be pursuing a bachelor's degree in business (finance)
or a related area or a bachelor’s degree with relevant experience.
You should be able to work in a fast-paced, team-based environment, have strong research, quantitative, analytical, and written and verbal communication skills and be proficient with Microsoft Office products, especially Microsoft Excel and Power Point.
