Private Client Banker
2 weeks ago
Job Opportunity: Private Client Banker In Branch BankingYou have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our customer promise -- 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 ResponsibilitiesShares the value of Chase Private Client with clients: Shares the value of Chase Private Client with clients that may be eligible.Manages banking relationship: Actively manages your banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.Partners with specialists: 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: 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: Adheres to policies, procedures, and regulatory banking requirements.Required Qualifications, Capabilities, and SkillsDemonstrated 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.Compliance with dodd frank/truth in lending act.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 SkillsExcellent 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.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: https://mortgage.nationwidelicensingsystem.org/safe/sitepages/default.aspx.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, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal opportunity employer/disability/veterans.
-
Licensed Private Client Banker
4 weeks ago
Portland, United States Portland Staffing Full timePrivate Client BankerLocation: 400 Forest Avenue - Portland, Maine 04101Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial...
-
Licensed Private Client Banker
2 days ago
Portland, United States Maine Staffing Full timePrivate Client BankerLocation: 400 Forest Avenue - Portland, Maine 04101Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial...
-
Banker
4 weeks ago
Portland, United States Pyramid Consulting Full timeImmediate need for a talented Banker This is a 12+months contract opportunity with long-term potential and is located in Gresham, OR (Onsite). Please review the job description below and contact me ASAP if you are interested. Job ID:25-60692 Pay Range: $28 - $31/hour. Employee benefits include, but are not limited to, health insurance (medical, dental,...
-
Banker
2 weeks ago
Portland, OR, United States Pyramid Consulting Full timeImmediate need for a talented Banker This is a 12+months contract opportunity with long-term potential and is located in Gresham, OR (Onsite). Please review the job description below and contact me ASAP if you are interested. Job ID:25-60692 Pay Range: $28 - $31/hour. Employee benefits include, but are not limited to, health insurance (medical, dental,...
-
Personal Banker
3 weeks ago
Portland, United States WaFd Bank Full timePersonal BankerWant to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank is hiring a Personal Banker.WaFd Bank has been a financial leader for over a century, and now serves consumers and business clients across nine Western states. Our company...
-
Personal Banker
4 weeks ago
Portland, United States Oregon Staffing Full timePersonal BankerBe a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the...
-
Personal Banker
1 week ago
Portland, Oregon, United States Direct Staffing Full time $40,000 - $80,000 per yearCompany Description Financial Services Job Description Personal Banker Portland ORExp 1-2 yrsJob DescriptionThe personal banker actively develops new business and expands existing customer relationships. Responsible for assessing and handling customers' banking needs, obtaining and processing customer/account information and selling bank deposit and...
-
Account Manager, Private Client Services
7 days ago
Portland, United States Marsh McLennan Full timeAccount Manager - Private Client ServicesAward-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as an...
-
Account Manager, Private Client Services
2 weeks ago
Portland, United States Marsh & McLennan Full timeAccount Manager - Private Client ServicesAward-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as an...
-
Account Manager, Private Client Services
3 weeks ago
Portland, United States Marsh LLC Full timeAccount Manager - Private Client Services Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how...