Relationship Banker
4 months ago
Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements 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:
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Relationship Banker
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Relationship Banker
1 week ago
New York, New York, United States Pioneer Savings Bank Full timeJob Title: Relationship Banker Job Summary: We are seeking a skilled Relationship Banker to join our team at Pioneer Savings Bank. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with our clients, providing them with exceptional customer service, and helping them achieve their financial...
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New Britain, Pennsylvania, United States Penn Community Bank Full time{"Overview": "As a member of the Retail Banking team, the Relationship Banker plays a vital role in providing guidance on banking products and services. This individual will interface with other business lines to refer customers when their needs are assessed and uncovered. The Relationship Banker must possess high energy and cultivate meaningful...
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Relationship Banker
5 days ago
New York, New York, United States Webster Bank Full timeRelationship Banker I RoleAt Webster Bank, we're committed to putting people first and helping individuals, families, businesses, and our colleagues achieve their financial goals. As a leading commercial bank, we're passionate about serving our clients and supporting our communities.The Relationship Banker I role is a key position in our Banking Center team,...
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Relationship Banker
1 week ago
New York, New York, United States Wells Fargo Full timeAbout the RoleWe are seeking a skilled Relationship Banker to join our team at Wells Fargo. As a Relationship Banker, you will be responsible for building and maintaining relationships with customers, understanding their needs, and providing them with a full range of retail banking deposit and credit products and services.Key ResponsibilitiesParticipate in...
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Relationship Banker
1 month ago
New York, United States City National Bank Full timeRELATIONSHIP BANKER WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operational integrity of the branchProvides expertise in all aspects of providing exemplary client serviceSuccessfully completes Onboarding Workshops, and all relevant...
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Relationship Banker
1 week ago
New Britain, Pennsylvania, United States Penn Community Bank Full time{"Overview": "As a key member of the Retail Banking team, the Relationship Banker plays a vital role in providing expert guidance on banking products and services. This individual will interface with other business lines to identify referral opportunities and cultivate meaningful relationships with new and existing customers. The Relationship Banker must...
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New York, New York, United States Bank of America Full timeJob DescriptionJob Summary:We are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.Key...
