Location: Birmingham, MI
Company: Jpmorgan Chase Bank, N.A.
and achieve their wealth goals. Create steams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and client service standards.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, backssing, managing, monitoring,
and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Sales: Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities.
Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Acts as the Core Team Member for One Bank to identify opportunities with new and existing bank customers. Continually monitors and evaluates client needs to identify opportunities to expand and deepen household relationship. Demonstrates proficiency in the utilization of consultative and advice driven sales; manages
execution of client service standards to develop and retain lasting client relationships.
Develops and strategically executes personal business plan to achieve defined revenue and business objectives. Client Experience: Institutes habits that ensure coordination of team in the consistent delivery of Private Bank experience standards. Utilizes the Life360 process when working with team members to deliver advice based solutions. Collaborates with a customized team of specialists to deliver high-quality client service. Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management. Identifies and refers opportunities providing for the utilization of advanced planning solutions.
Coordinates and collaborates with client third party advisors (e. g. attorney, accountant) to ensure synergy of advisors' recommendations, consistent to client goals. Partners and leverages internal and external service providers to optimize effectiveness and efficiency. As primary contact, resolves problems in a timely and effective manner. Provides client with information regarding current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics. Accountable for the organization, development and execution of client reviews that are in keeping with service standards to ensure client needs are being met.
E. g. Annual Client Reviews and quarterly updates, etc. Utilizes the Life360 process to continually challenge and collaborate with the client to articulate and achieve their goals. Manages overall profitability of client relationship. Ensures process information recorded timely in CRM regarding status and activities. Drives continuous improvement by looking for ways to deepen relationship with client through all areas of Private Bank and other appropriate Bancorp channels.
Acts as primary point of contact for COI within Bank. Accountable for implementation of recommendations delivered to client. Leads the 90-day client on-boarding process. Works in collaboration with team members to ensure alignment and exchange information and resources necessary to meet shared objectives. Addresses developmental needs and knowledge gaps as requested by manager and the Private Bank. Champions the Bancorp Vision and Core Values through personal actions and leadership influence to promote high-performing work groups. Other: Experienced operating in an environment that stresses both individual accountability and team-based performance.
Exhibits a sense of urgency and a continual drive to results coupled with an ability to partner effectively with management at all organizational levels. Displays the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority. Supports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results. Actively participates within professional and community organizations. Actively networks and effectively builds relationships internally and externally of the Bank MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Bachelors degree or equivalent work experience required.
Business Administration, Finance, or Economics is preferred. CFP, CFA, or CPWA industry certification is preferred and will be required within 24 months (36 months for CFA) of start date to align with 5/3 Private Bank practice management requirements. The professional designations of Juris Doctorate (JD) and/or Certified Public Accountant (CPA) will also be accepted for this industry certification requirement. Appropriate state life and Health insurance licenses are required in accordance with licensing guidelines.
Minimum of eight (8) years of successful sales/client service experience in financial services industry. Stays abreast and informed of regulatory and governmental changes that impact clients. Works with specialists to keep up-to-date on services and solutions. Demonstrates strong interpersonal negotiation, verbal and written communication, and presentation skills. Demonstrated proficiency in delivery of branded presentations, materials and solutions. Uses effective problem solving and analytical skills.
Computer / Technical: Ability to use software including: Word, Excel and Power Point, CRM or related systems. This position requires S. A. F. E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site () provides the MU4R questions and registration required for employment in this position. WORKING CONDITIONS: Normal office environment with little exposure to dust, noise, temperature and the like. Extended viewing of CRT screen. Wealth Management Advisor II - Eastern Michigan LOCATION -- Birmingham, Michigan 48009Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, interactionual orientation, gender identity, military status, veteran status or any other legally protected status.
Previous retail banking experience preferred. See attached job description for full position details EEO Statement: Bank Michigan provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, interactionual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.
Further, the company takes affirmative action to ensure that applicants are treated fairly during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated.
problem solving. Creates extraordinary experiences for our customers in living the Bank Michigan values. Provides superior customer service, product & service explanations and recommendations, basic cash receipt and payment services in accordance with Bank procedures.
Previous retail banking Supervisory and Vault experience preferred. See attached job description for full position details EEO Statement: Bank Michigan provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, interactionual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that applicants are treated fairly during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated.
, then this might be the opportunity that you've been looking for! This Teller position offers a competitive starting pay of $16.00/hr along with a robust benefits package. We offer health, dental, vision, life insurance, disability insurance, a 401(k) plan, vacation time, sick time, and more great banking perks!
If that sounds like the financial career in customer service that you've always dreamed of, apply today! THE MERCANTILE BANK STORY Founded in 1997 with the firm belief that our customers, employees, and communities are best served by financial institutions with local ties, we have a strong and extensive commercial and retail banking presence in Michigan. We work together to solve
problems and are leaders in the industry when it comes to innovative products. As a community bank, we are able to offer products that are tailored to meet the unique needs of our local customers.
We hire people that are able to connect, listen, and deliver the best solutions to our customers and communicate with integrity every time. Our employees are actively involved in the communities we serve. We get that they spend almost as much time at work as they do at home, so they need an environment where they can thrive and reach their full potential. We believe that attractive compensation and benefit plans are important. We believe that being valued, accepted and respected is key. We are
committed to attracting and retaining the best talent in the markets we serve.
We are a great place to work and grow. So come see for yourself why we have been named one of " West Michigan's 101 best and brightest companies to work for. " A DAY IN THE LIFE OF A TELLER AT MERC You cheerfully greet customers as they walk through our doors at our branch. You are the first point of contact for the majority of our customers and the first impression in the community we serve. Because of your friendly and service-oriented personality, building relationships with our customers comes naturally. You stay busy as you efficiently process routine financial transactions for our customers such as deposits, withdrawals, process checks, and loan payments.
You also have opportunities to utilize your product knowledge, recommend products and to meet the current and future financial needs of our customers. During your workday, you maintain a cash drawer with all the proper controls, vouchers, receipts, security, proofs, etc. ensuring it balances at the end of each day. You also assist customers on the phone or online with basic financial transactions such as looking up account info, posting transfers, and taking loan applications in a timely, accurate, and friendly manner.
You answer questions about our products and services to both existing and potential customers and are empowered to solve problems. As an ambitious learner and team member, you eagerly take on all customer service opportunities. Your service tasks include updating customer and account information, and providing needs-based solutions for customers. You enjoy being part of a fun, supportive team, but most of all you love serving our customers and go home at the end of the day feeling great about the service you've provided them! QUALIFICATIONS OF A TELLER AT MERC High school diploma or GED 1+ years of experience in customer service (preferably in a sales environment) Excellent problem solver Basic math and computer skills WORK SCHEDULE This banking position is scheduled Monday - Friday 8:30 am - 5:30 pm, and some Saturdays from 8:30 am - 12:30 pm.
Are you passionate about providing excellent customer service? Are you friendly and personable? Can you confidently complete tasks with uninvolved written or oral instructions? Do you have excellent communication skills? If you answered " yes, " then you might just be perfect for this position! ARE YOU READY TO JOIN OUR TEAM?
If you feel that you could be the next Teller at Merc, please fill out our mobile-friendly application. We look forward to meeting you! Job Posted by Applicant Pro
next level with a stable and respected financial institution? If so, please read on. This Personal Banker position earns a competitive salary based on skills and experience. You would also be eligible for a full benefits package that includes medical, dental, vision, a flexible spending account (FSA), paid vacation and sick time, life insurance, a 401(k) with a match at 100% up to the first 5% of your contribution, discounted bank services, adoption assistance, exceptional training and development opportunities, and more!
If this sounds like the right opportunity for you, apply today! THE MERCANTILE BANK STORY Founded in 1997 with the firm belief that our customers, employees, and communities
are best served by financial institutions with local ties, we have a strong and extensive commercial and retail banking presence in Michigan. We work together to solve problems and are leaders in the industry when it comes to innovative products.
As a community bank, we are able to offer products that are tailored to meet the unique needs of our local customers. We hire people that are able to connect, listen, and deliver the best solutions to our customers and communicate with integrity every time. Our employees are actively involved in the communities we serve. We get that they spend almost as much time at work as they do at home, so they need an environment where they can thrive and
reach their full potential. We get that attractive compensation and benefit plans are important.
We get that feeling valued, accepted and respected is key. We are committed to attracting and retaining the best talent in the markets we serve. We are a great place to work and grow. So, come see for yourself why we have been named one of " West Michigan's 101 best and brightest companies to work for. " A DAY IN THE LIFE OF A PERSONAL BANKER. As a Personal Banker, you will do something different every day. Providing exceptional customer experiences and building long-term customer relationships will be your top priority. Each customer is unique and your job will be to ask questions and listen to be able to provide banking (and possibly lending) solutions that meet their unique needs.
You will receive a lot of training so you will know the products, services and how things work at Merc. This will help you to be the " go to" banker for your customer. Banking is always changing so it will be your responsibility to continue to stay informed of changes that could occur. You are excited to share this information with your team members and customers. You will work at a beautifully renovated branch office with a great team. Together, with the team, you will be sure all operational procedures, transactions and audits are completed accurately and on time.
You will wear multiple hats and be prepared to fill in where needed. You will have goals to achieve on your own and as a team. You will enjoy meeting and referring business to your banking partners in Mortgage, Commercial and Treasury. You will be proactive in tracking and reporting your sales and referral activities. You promote Mercantile bank through community involvement and leverage your contacts to create a pipeline of new business. You get great satisfaction out of positively impacting so many lives!
QUALIFICATIONS FOR A PERSONAL BANKER Bachelor's degree OR 2 years of related experience OR an equivalent combination of education and experience Proven experience with needs-based selling and providing exceptional customer service Excellent problem solver Experience working in Retail Banking is preferred Must be able to become registered and licensed in the Nationwide Mortgage Licensing System and Registry (NMLS) Are you friendly, personable, and great at networking? Do you have integrity? Are you organized, able to prioritize? If so, you might just be perfect for this position!
WORK SCHEDULE On average, this position works banking hours Monday - Friday, 8:30 am - 5:30 pm. Some Saturdays will be required from 8:30 am - 12:30 pm. Community activities may require evening and weekend hours. Day travel is required for meetings and training. ARE YOU READY TO JOIN OUR TEAM? We understand your time is valuable and that is why we have a very quick and easy application process. If you feel that you would be right for this position, please fill out our mobile-friendly application. We look forward to meeting you! Job Posted by Applicant Pro
