deliverables (Power Point presentations, Excel models, Word memos) for persuasive communication with senior internal stakeholders. Perform primary research using both internal and public data sources as well as conducting interviews with senior industry experts.
Develop individual work-stream workplans and coordinate with cross-functional teams on project roles and responsibilities. Conduct qualitative research on market trends, competitive positioning, client needs and expectations, and other strategic themes. Build and maintain financial models for product- and business unit-level strategic plans. Write persuasive memos and presentations to present project findings and advocate for
proposed outcomes. Responsibilities Determination and communication of key messages and conclusions to project leaders within Corporate Strategy and senior cross-functional leaders across the Bank.
End-to-end work-stream ownership (e. g. developing financial model structure, judging key inputs and assumptions, and validating output) and persuasion of internal stakeholders to adopt recommendations. Scoping and commitment of Corporate Strategy team resources to individual projects. Determination and communication of key messages and conclusions to project sponsors and stakeholders. Familiarity with FCB structure, products, client base, and business model. Foundational understanding of commercial
banking industry trends and growth levers. Awareness and ongoing monitoring of developments in tech/life sciences innovation ecosystem.
The base pay for this position is relative to your experience but the range is generally $119,828 to $207,703 per year. This position is eligible for variable compensation, which may be in the form of incentive, bonus, or commission pay. First Citizens offers a competitive, comprehensive benefits program which you can review here. Qualifications Bachelor's Degree and 6 years of experience in management consulting, investment banking, or other business strategy experience -OR- High School Diploma or GED and 10 years of experience in management consulting, investment banking, or other business strategy experience Preferred Education MBA or other advanced degree Required Qualifications 1-3 years' experience coming from a top tier consulting firm or top tier strategy function Foundational consulting toolkit (research, quantitative analysis, qualitative synthesis, written/oral communication).
Ability to operate semi-autonomously within work-stream to drive project deliverables. Comfort and facility with both quantitative and qualitative information. Professional presence and communication style. Development and cultivation of working team-level relationships. Minimal travel
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
For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and " among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career. Join a company where your efforts will make a difference to our community.
We need your talents and abilities help our clients feel welcome. We seek to find the best candidates whose enthusiasm for client engagement and the banking industry position themselves for growth and exposure to retail leadership. Bring your needs-based sales experience to strengthen our clients' relationship with us and we'll provide you a chance to shine. Gain
valuable, hands-on experience in our branches to launch your career in our organization while making friendships along the way. Don't delay join Zions Bank today! This role will: Perform full-service banking services to new and existing customers within the branch, with a primary focus on sales and service.
Open new accounts, consumer loans, and refer other banking products as applicable. Resolve client concerns through direct personal action or by referring clients to an alternative bank department resources. Make appropriate referrals for other bank products and services, including commercial lending products. Potentially perform cash transactions, open or update accounts, originate
and close consumer or small business loans. Establish, expand, and maintain a strong customer relationship by providing extensive and personalized service focused on the specific needs of each banking customer.
Perform other duties as assigned. Qualifications: Bilingual in Spanish and English preferred High School diploma or equivalent and 1+ years experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications. Previous experience in a financial sales representative oriented role preferred. Working knowledge of mathematical calculations and standard banking products, services and transactions.
Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications. Proven customer service, interpersonal and communication skills, both verbal and written. Effective selling, cross-selling and referral skills. Solid mathematical, problem-solving and negotiation skills. Solid interpersonal & relationship building skills. Strong attention to detail and time management. Proficient in basic computer skills. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products
for providing excellent customer service and we are excited to be adding to our team. We are currently seeking motivated candidates for a Part Time Teller position at our Chesterfield branch. Position Purpose: Ensures that members are promptly and professionally served by performing teller functions, performing a broad variety of member services functions or promoting/cross selling credit union products and services.
Job Duties (include but not limited to): Performing financial transactions such as cash withdrawals, deposits, transfers, loan payments and more per credit union practices and policies. Cross selling credit union products and services to provide high quality member service
and reach credit union goals and objectives Balances daily transactions and verifies cash totals. Investigates and resolves out-of-balance conditions. Ensures that members' requests and questions are promptly resolved whether in person, over the phone, or via other communication methods.
Ensures that the Credit Union's quality reputation is maintained and projected. Qualifications: High School Graduate or equivalent required Customer service experience preferred Sales experience preferred Cash handling experience helpful Skills/Abilities: Good communication skills Professional appearance, dress, and attitude Good math skills Able to operate related computer applications and basic business
equipment Good typing skills Benefits: Vacation Time – % of FT based on hours worked Paid Tuition to $2500 per year Bereavement Pay Holiday pay at 4 hours per observed holiday Free Financial Planning Assistance 401k up to 3% match and 5% Profit Share Don’t meet every single requirement listed here?
That’s okay! At Genisys, we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this position but your qualifications or past experiences don’t align perfectly with those listed in the job description, we encourage you to apply anyways. You may just be the right candidate for this or other open positions we have! EOE M/F/Disability/Veteran
our Overview This is a full-time career opportunity (approximately 40 hours per week) based out of our Wyomissing financial center in West Lawn, PA. Must be available to be scheduled around (no Sundays). The Universal Banker is responsible for providing an exceptional Financial Center customer experience by handling every customer need from service to sales with passion and enthusiasm.
Provide customers with a one stop experience to fulfill all of their financial needs from account opening and maintenance to processing transactions. Focus on customer-centric conversations to deepen relationships and become a trusted advisor. Actively promote a variety of banking solutions to enhance a
customer's service experience and achieve their financial goals. Time spent in various aspects of this universal role will vary depending upon Financial Center traffic and customer needs.
Responsibilities Drive proactive sales conversations through internal and outbound interactions including outbound calling, inbound contact center calls, appointment setting, and effective lobby engagement. Utilize the CRM (Customer Relationship Management) system and other resources to foster relationship building conversations with customers and ensure a consistent approach to new customer onboarding and expanding existing relationships. Proficient in identifying consumer and small business lending
opportunities and partnering with centralized lending group to ensure successful customer outcomes.
Manage risk by maintaining compliance with applicable regulations and Fulton policies and procedures, while demonstrating sound judgment within established limits. Provide ongoing support to customers regarding products and services. Perform customer maintenance requests, process teller transactions accurately, assist with operational activities and responsibilities, and maintain flexibility between performing sales and teller transactions. Leverage practical knowledge and understanding of digital solutions and technology to support customers and solve problems.
Qualifications Education High School Diploma or equivalent. (Required)Experience2 or more years customer service or sales experience. (Required)This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future. EEO Statement Fulton Bank (" Fulton" ) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, interactionual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.
NMLSThis position may require incumbent to be registered in the Nationwide Mortgage Licensing System and Registry. Incumbents who are required to register will be notified in writing.
which may include consultation with Busey associates and third party vendors, valuation product procurement, completing appraisal reviews, internal evaluations, and validations connected to commercial lending activities for residential and commercial real estate.
Additional Duties: Understands FIRREA, USPAP and the Interagency Appraisal and Evaluation Guidelines. Has dialogue with lenders and appraisers as to issues in the valuation process. Understands the commercial loan process and its documentation as well as the appraisal, evaluation, validation, and environmental report process. Organizes the appraisal, evaluation, validation, and environmental report ordering process in RIMS. Accepts
requests from lenders/coordinators. Contacts appraisers/vendors for completing requests. Utilizes RIMS to process valuation requests associated with commercial lending activities.
Updates information in RIMS and maintains database records of all reports. Reads residential and commercial real estate appraisals and completes appraisal reviews. Uses outside appraisers or the Commercial Appraisal Services Manager to complete the technical reviews, as required by bank policy. Completes internal evaluations, validations and reviews environmental reports and evaluations. WHAT YOU'LL BRINGKnowledge of: Policy and federal regulations including, but not limited to, FDIC and FIRREA regulations.
Strong oral and written communication skills Strong organizational skills Federal regulations Math skills for financial calculations Commercial loan process and its documentation Understanding of valuation services as described in USPAP, including but not limited to, appraisal and appraisal review standards, process, procedures, techniques and reporting.
Ability to: Maintain confidentiality of customer information Take moderate care to prevent loss to the organization Analyze and solve problems for which there are not precedents Maintain mental concentration for variable lengths of time Perform duties under frequent time pressures Solve problems independently while applying logic and discretion EDUCATION AND TRAINING Requires a Bachelor's degree.
Requires a State issued Certified General Appraisal License Requires 3 or more years of Commercial Real Estate experience Requires knowledge of Microsoft Office. STANDARDS OF PERFORMANCE Customer Service - Adheres to The Busey Promise service standards in order to anticipate and exceed the needs of our customers, both internal and external. Functional Knowledge and Technical Skills - Skilled in job-specific knowledge that is necessary to provide the appropriate quantity and quality of work in a timely and efficient manner.
Accountability - Work behaviors demonstrate responsible personal and professional conduct, which contributes to the overall goals and objectives of Busey. Interpersonal Relations (Teamwork) - Interacts effectively with others to establish and maintain smooth working relations. Forward Thinking - Anticipating the implications and consequences of situations and taking appropriate action to be prepared for possible contingencies. Attention to Detail - Working in a conscientious, consistent, and thorough manner. Written Communication - Communicating ideas and information in writing to ensure that information and messages are understood and have the desired impact.
Oral Communication - Communicating ideas and information verbally to ensure that information and messages are understood and have the desired impact. Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit to learn more about Busey's Equal Opportunity Employment.
