As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities 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: 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
Specialist I is responsible for boarding a wide variety of loan and lineproducts from simple to complex transactions in accordance with credit approvals and loan closing documents. The Funding-Boarding Specialist I will be responsible for meeting completeness, turn time and accuracy requirements as dictated by establishedservice level agreements.
Under close supervision and using established guidelines, process a basic line of new loan product sets , along with modifications and renewals of the product set. The position will require a basic level of knowledge of loan documentation, policies andprocedures as well as knowledge of Business Banking and Commercial product lines, lending operations,
policies, practices and procedures. The job will require a high level of knowledge of the loan accounting system. 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: Boards/Books new, renewed and modified loans to the Loan Accounting
System, including collateral information. Ensures accurate representation of loan terms # rate, payment schedules, maturities # within the loan system Analyzes and Interprets the Loan Approval Document and the Note/Loan Agreement/Credit Agreement to ensure proper boarding of all aspects of the facility, including loan coding, into the appropriate loan system.
Demonstrates ability to work in multiple systems in an accurate and timely manner. Coordinates with LCS, Branch, Relationship Manager, Portfolio Manager, External Counsel, Title Companies and/or Department Management to facilitate the timely and accurate funding and boarding of Commercial Loans. Analyzes funding and disbursement information to ensure proper disbursement flow of funds via wire, deposit account, fee payment and/or disbursements to third parties.
Establishes auto-debit / ACH auto-pay on loan accounting system per instructions and customer authorization. Performs research of boarding errors and is able to resolve problems. Assists Banking Center and Relationship Manager personnel with questions and information requirements. Exhibits product knowledge across the entire banking spectrum of loan products. Performs job responsibilities in accordance with the completeness, accuracy and turn time standards dictated by established service level agreements.
Fosters a positive working environment with all business partners. Functions as an extension of all lines of business to ensure internal and external customer expectations are understood and met. Provides guidance and support to business partners in order to meet the needs of external customers. coaches business partners on all Business Banking and Commercial Lending Funding processes. Interacts and communicates daily with all levels as appropriate to ensure requirements are understood and met. Ensures all goals and departmental service standards (SLAs) are met.
Perform other duties as assigned or required. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: High School diploma or equivalent. Bachelors degree preferred. ne (1) year experience with a focus on commercial loan funding, boarding, loan documentation, or related work experience. Good time management and organizational skills evidenced in previous assignments. Demonstrates an understanding of applicable bank policies and procedures. Good knowledge of commercial loan accounting systems. Knowledge of loan documents and requirements.
Knowledge of commercial lending and loans. Knowledge of B2B, CCAS, AFS, Loan Doc Prep System, and other banking systems preferred. Good personal computer skills with demonstrated knowledge of Microsoft EXCEL, WORD, and email. Self-starter and works with minimal direction. Good verbal and written communication skills. Good negotiation skills. Good Interpersonal skills and team orientation. Ability to meet deadlines under pressure. Ability to appropriately escalate issues requiring problem solving and decision making. Completion of Funding Boarding certification program (future).
#LI-EG1Funding-Boarding Specialist ILOCATION -- Cincinnati, Ohio 45227Fifth 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.
you looking to join a team-oriented and top-industry company? If yes, keep reading! We provide great benefits and perks , including health, dental, vision, and prescription coverage. Life and disability insurance and some health insurance plans are at no cost to employees.
We also offer immediate enrollment in our 401(k) plan, free parking, and an onsite gym available 24/7. We also offer a generous Paid Time Off (PTO) policy that includes 9 paid holidays , 24 hours/year of time off to volunteer , and 2 paid in-service days. We help you pay for school with tuition and student loan assistance. If this sounds like the right opportunity for you, apply today! ABOUT TRUPARTNER CREDIT UNION
Our organization was founded in 1937 by Louise Mc Carren Herring, who was a pioneer in the credit union industry, having started over 500 credit unions in her lifetime.
Louise's goal was to help each person attain their personal economic goals. Tru Partner has always believed in this philosophy of " people helping people" Now, we are leaders in the financial industry. We offer numerous products for our members to help them save money for the future as well as various lending options for their short and long-term needs. Our savings products pay dividends and our loan rates are very competitive with the market. Most of all, we love to give top-notch service to our 17,000+ member-owners.
Tru Partner is filled with friendly, courteous, knowledgeable, and educated staff that offers a team-oriented and collaborative environment for everyone to succeed!
Our very own CEO began her career as a teller - so the possibilities for career advancement are endless. A DAY IN THE LIFE OF A TELLER As a teller, you are valuable to the credit union for being the first point of contact with our in-branch members. With excellent communication, you answer questions and proactively help members choose the best solutions for their financial situation. You perform their transactions and you enjoy listening and empathizing with members to try to remedy any complaints in a calm and composed manner.
Excellent organization and time management skills assist in the completion of reports and records, balancing daily transactions, attending meetings, and collaborating with other departments as needed. You get great satisfaction by offering exceptional service to our members that provides everyone enormous success. QUALIFICATIONS Previous customer service or related experience Basic understanding of computers and technology Strong communicator Prior cash handling is a plus Bilingual in English/Spanish is preferred Can you stay calm under pressure? Do you have strong communication skills?
Are you able to quickly adapt and think critically to solve any problems that arise? Do you have excellent organization and time management skills? If yes, we want you to join our Tru Partner team! WORK SCHEDULE You typically work Monday through Friday between 8:15 AM and 6 PM, depending on your branch hours and the overall schedule of the department. We also need you to work some Saturdays (typically 2/month) until 1:30PM. Your flexibility provides excellent customer service that our members and team greatly appreciate. ARE YOU READY TO JOIN OUR CUSTOMER SERVICE TEAM?
If you feel you'll be perfect as our full-time Teller, apply now using our initial 3-minute, mobile-friendly application. For the full job description, see our jobs website at /openings/trupartnercu/jobs Job Posted by Applicant Pro
company? If yes, keep reading! We provide great benefits and perks , including health, dental, vision, and prescription coverage. Life and disability insurance are at no cost to employees. We also offer immediate enrollment in our 401(k) plan, free parking, and an onsite gym available 24/7.
We also offer a generous Paid Time Off (PTO) policy that includes 9 paid holidays , 24 hours/year of time off to volunteer , and 2 paid in-service days. We help you pay for school with tuition and student loan assistance. If this sounds like the right opportunity for you, apply today! ABOUT TRUPARTNER CREDIT UNION Our organization was founded in 1937 by Louise Mc Carren Herring, who was a pioneer in
the credit union industry, having started over 500 credit unions in her lifetime. Louise's goal was to help each person attain their personal economic goals. Tru Partner has always believed in this philosophy of " people helping people" Now, we are leaders in the financial industry.
We offer numerous products for our members to help them save money for the future as well as various lending options for their short and long-term needs. Our savings products pay dividends and our loan rates are very competitive with the market. Most of all, we love to give top-notch service to our 17,000+ member-owners. Tru Partner is filled with friendly, courteous, knowledgeable, and educated
staff that offers a team-oriented and collaborative environment for everyone to succeed!
Our very own CEO began her career as a teller - so the possibilities for career advancement are endless. A DAY IN THE LIFE OF A TELLER As a teller, you are valuable to the credit union for being the first point of contact with our in-branch members. With excellent communication, you answer questions and proactively help members choose the best solutions for their financial situation. You perform their transactions and you enjoy listening and empathizing with members to try to remedy any complaints in a calm and composed manner. Excellent organization and time management skills assist in the completion of reports and records, balancing daily transactions, attending meetings, and collaborating with other departments as needed.
You get great satisfaction by offering exceptional service to our members that provides everyone enormous success. QUALIFICATIONS Previous customer service or related experience Basic understanding of computers and technology Strong communicator Prior cash handling is a plus Can you stay calm under pressure? Do you have strong communication skills? Are you able to quickly adapt and think critically to solve any problems that arise? Do you have excellent organization and time management skills?
If yes, we want you to join our Tru Partner team! WORK SCHEDULE You typically work Monday through Friday between 8 AM and 5 PM, depending on your branches hours and the overall schedule of the department. We also need you to work some Saturdays (typically 2/month) until 1:30PM. Your flexibility provides excellent customer service that our members and team greatly appreciate. ARE YOU READY TO JOIN OUR CUSTOMER SERVICE TEAM? If you feel you'll be perfect as our full-time Teller, apply now using our initial 3-minute, mobile-friendly application.
For the full job description, see our jobs website at /openings/trupartnercu/jobs Job Posted by Applicant Pro
