Location: Atlanta, GA
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 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 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.
Banking jobs refer to employment opportunities within the banking sector, which includes retail banks, investment banks, and other financial institutions. These roles vary from customer-facing positions like personal bankers, who assist with account management and financial advice, to behind-the-scenes roles such as analysts and compliance officers. Key characteristics of banking jobs often include handling financial transactions, analysis of economic trends, risk assessment, and providing financial services. The sector is known for its structured career paths, competitive salaries, and its significant impact on the broader economy. Moreover, banking roles demand strong numerical skills, attention to detail, and a deep understanding of financial regulations and markets.
- 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 an Associate Personal Banker (SAFE) for Branch Banking as part of the Consumer and Small Business Banking division. Learn more about the career areas and business divisions at . In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products,
services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed 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: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: A bility to work weekends and holidays as needed or scheduled Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed 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 Location: Brookhaven: 3890 Peachtree Rd NE, Atlanta, GA 30319 Posting End Date: 9 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-9aad538f-1f81-46fa-b096-e22f85bdbfe8
critical decisions that affect our lives, our families, and our communities.
Using a reproductive justice framework, we elevate AAPI women and girls to impact policy and drive systemic change in the United States. NAPAWF was founded in 1996 to realize the vision of 100 AAPI women who recognized the need for an organization to amplify AAPI women’s stories and experiences.
Being seen and heard in the public narrative gives us the power to shape the policy and cultural change needed to gain agency over our lives, families, and communities. Today, we are mobilizing and building power in cities across the United States to create social, political, and economic change for AAPI women
and girls. We also show up in solidarity with other women of color who are experiencing injustice and harm of oppression and marginalization. Our work is focused in the following strategies: Policy and Structural Change Organizing and Civic Engagement Legal Advocacy and Judicial Strategy We use the Reproductive Justice lens to intersectionally address three core issues: Reproductive Rights and Health Economic Justice Immigration and Racial Justice POSITION OVERVIEW This is a part-time, hourly position that supports NAPAWF with community outreach and engagement in Asian American and Pacific Islander (AAPI) communities to move our issue campaigns and voter engagement programs.
Phone Bankers
will do this by making calls through the Voter Activation Network (VAN) and the Thru Talk predictive dialer.
Prior experience in phone banking is not necessary. Training and supervision will be provided. POSITION DUTIES Hold conversations with AAPI women on the phones about issues in the community, voting, and NAPAWF’s work and current campaigns, confidently answer questions, and move them to take action. Enter data meticulously and take detailed notes on conversations. Follow up with contacts, connect community members to appropriate resources, and elevate issues and questions to team members. Understand and is interested in reproductive rights and health, immigrant and racial justice, economic justice, and/or voter education and rights.
Collaborate and communicate effectively within a remote team via email, messaging communications, and attend weekly virtual meetings. Consistently meet daily and weekly canvassing standards and goals for phone banking. QUALIFICATIONS Candidates must be able to speak, read, and write English and be able to fluently speak at least one of the following Asian languages: Vietnamese, Chinese, Korean, Bangla, Hindi, Urdu, Tagalog, Arabic, or Burmese. A strong candidate is someone who enjoys talking to people, particularly on more sensitive issues and is great at building relationships.
Self-motivated, problem solver, and learning mindset. Candidates should also know how to operate a phone and computer, including applications, web browsers, email, and video conferencing platforms, such as Google Meet or Zoom. HOURLY RATE & BENEFITS The pay for this position is $20.00/hour. The Phone Banker is a part-time temporary position paid hourly and subject to local/state minimum wage and paid sick leave laws. Part-time temporary staff are not entitled to any benefits, other than those required by local/state laws. WORK ENVIRONMENT Preference for candidates in the Atlanta Metro Area and this position is entirely virtual.
NAPAWF will provide the equipment necessary to perform the duties of this role. NAPAWF is committed to public health, and to the safety and well-being of our colleagues and visitors. As such we have adopted a policy requiring all employees to receive all recommended COVID-19 vaccines and boosters or to apply for and receive an exemption. NAPAWF is an equal opportunity employer. We strongly encourage and seek applications from women, people of color, including bilingual and bicultural individuals, as well as members of the lesbian, gay, biinteractionual, and transgender communities.
Applicants shall not be discriminated against because of race, religion, interaction, national origin, ethnicity, age, disability, political affiliation, interactionual orientation, gender identity, color, marital status, medical condition (cancer-related) or conditions Acquired Immune Deficiency Syndrome (AIDS) and AIDS-related conditions (ARC). Reasonable accommodation will be made so that qualified disabled applicants may participate in the application process. Please advise in writing of special needs at the time of application Powered by Jazz HR
