Location: Holland, OH
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
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.
members and potential members. Their role is to create a welcoming, friendly environment for members as soon as they enter the doors or begin drive-through transactions. The individual processes a variety of personal and business financial transactions for members and inform members about other Hopewell Federal products and services from which they could benefit.
Job Duties: Present an overall professional image in the areas of dress, communications and conduct. • Process Financial Transactions (i. e. cash withdrawals, deposits, payments, account maintenance, loan/visa payments). • Process transactions accurately and efficiently. • Inform Members about Products & Services and current
promotions (i. e. referring members to Hopewell's investment services and lending teams)• Conform/Comply with all applicable Hopewell policies and procedures and regulations.
• Balance cash drawers accurately. • Perform positively in a team environment, working toward achieving branch performance goals. • Perform other work as assigned. QUALIFICATIONS: • Present a professional image at all times• Effective and positive communication skills (listening, inquiring and educating)• Demonstrated sales ability at past employers• Demonstrate conduct that displays a focus on the customer/member• Demonstrated knowledge of product & services• Detail oriented• Able to follow policy, processes, and
procedures• Strong time management skills• Dependable• Proficient with Computer Systems, MS products, and banking systems• Ability to achieve positive outcomes with upset/anxious members• Must be able to work some Saturdays 9:00 AM - 12:00 PM and be available Monday - Friday during normal business hours.
Hopewell Federal Branch Hours are: Monday - Thursday: 9:00 - 5:00Friday: 9:00 - 6:00Saturday: 9:00 - 12:00 Employment Type: Part-Time Job Posted by Applicant Pro
the integrity of the teller line. Qualifications: Education: High school diploma or general education (GED). One year of education and/or training beyond high school, preferred. Or equivalent combination of education and experience. Licenses/Certifications: None.
Experience: One year of related experience and/or training. General PC knowledge. Prior cash handling experience. Previous sales experience preferred. Essential Functions: A: Job Specific: Greet customers, identify their business needs, complete request and answer questions. Research issues and correct discrepancies. Accept and process cash item deposits, savings deposits, withdrawals and cash checks. Process loan, credit card
and utility payments. Redeem savings bonds. Reconcile night deposits and mailed-in transactions. Oversee the vault and ATM when assigned. Follow all cash handling procedures to ensure proper balancing and all money is properly secured and accounted for.
Complete and process holds/CTR's as required. Ensure that all safety and security measures are being maintained at all times. Follow proper dual control measures when required. Complete logs and assist with audits. Maintain the security of personal keys and assigned codes. Maintain assigned cash levels. Balance drawer. Research any over and short issues. Sell gift cards and other bank services. Identify cross sell opportunities and refer
to a Personal Banker for follow-up. Utilize back office capture to send transactions to corporate.
Reconcile any balancing issues. Maintain flexibility in scheduling to work all hours and locations within the market(s) as assigned. Knowledge/Skills/Abilities: The ability to communicate effectively and clearly, both in verbal and written communications. Excellent interpersonal skills. Strong knowledge of the business area that is being supported. Self-directed and motivated. The ability to manage multiple tasks. Ability to add, subtract, multiply, and divide all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Sutton Bank is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, age, national origin, interactionual orientation, gender identity, disability or protected veteran status. Job Posted by Applicant Pro
the integrity of the teller line. Qualifications: Education: High school diploma or general education (GED). One year of education and/or training beyond high school, preferred. Or equivalent combination of education and experience. Licenses/Certifications: None.
Experience: One year of related experience and/or training. General PC knowledge. Prior cash handling experience. Previous sales experience preferred. Essential Functions: A: Job Specific: Greet customers, identify their business needs, complete request and answer questions. Research issues and correct discrepancies. Accept and process cash item deposits, savings deposits, withdrawals and cash checks. Process loan, credit card
and utility payments. Redeem savings bonds. Reconcile night deposits and mailed-in transactions. Oversee the vault and ATM when assigned. Follow all cash handling procedures to ensure proper balancing and all money is properly secured and accounted for.
Complete and process holds/CTR's as required. Ensure that all safety and security measures are being maintained at all times. Follow proper dual control measures when required. Complete logs and assist with audits. Maintain the security of personal keys and assigned codes. Maintain assigned cash levels. Balance drawer. Research any over and short issues. Sell gift cards and other bank services. Identify cross sell opportunities and refer
to a Personal Banker for follow-up. Utilize back office capture to send transactions to corporate.
Reconcile any balancing issues. Maintain flexibility in scheduling to work all hours and locations within the market(s) as assigned. Knowledge/Skills/Abilities: The ability to communicate effectively and clearly, both in verbal and written communications. Excellent interpersonal skills. Strong knowledge of the business area that is being supported. Self-directed and motivated. The ability to manage multiple tasks. Ability to add, subtract, multiply, and divide all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Sutton Bank is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, age, national origin, interactionual orientation, gender identity, disability or protected veteran status. Job Posted by Applicant Pro
