Location: Plano, TX
Company: Jpmorgan Chase Bank, N.A.
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
workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Full Time Teller within PNC's Retail Branch organization, you will provide exceptional customer service, accurately perform high volume customer banking transactions, educate customers on new technology and develop banking product referral opportunities through strong customer relationship skills.
This position will be based in Plano Texas at the Plano East retail banking branch. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety
of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate.
Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff or PNC ecosystem partners. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to solve customer's problems. Adheres to all policies and procedures, demonstrating sound
judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - backssing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this and other opportunities on our team Watch this video ( Click To Reveal Link. Competencies Accuracy and Attention to Detail - Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy. Addressing Customer Needs - Knowledge of and ability to meet customer needs by offering appropriate products in an appropriate manner. Banking Products - Knowledge of and ability to provide products and services available through the retail banking branch. Digital Awareness - Shares, shows and supports clients on a variety of technological digital and online tools and resources allowing them to explore solutions to achieve their financial goals and financial well-being through the PNC conversation.
Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Fraud Detection and Prevention - Knowledge of and ability to utilize processes, tools, and techniques for detecting, addressing and preventing fraudulent situations.
Managing Multiple Priorities - Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. Matrix Management - Ability to build and use effective working relationships within own department and across department, functional, and geographic reporting lines. Problem Solving - Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations.
Understanding Customer Needs - Knowledge of and the ability to recognize and be sensitive to the different perspectives and priorities of different customers. Work Experience Roles at this level typically do not require a university / college degree, high school diploma, GED, or any significant experience or product knowledge to accomplish primary duties. Prior experience is not required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education No Degree Additional Job Description Benefits PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future.
Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child life insurance; short- and long-term disability protection; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives.
To learn more about these and other programs, including benefits for part-time employees, visit > New to PNC. Disability Accommodations Statement: If an accommodation is required to participate in the application process, please contact us via email at xyz X@ Click To Reveal Email. Please include " accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses.
Applicants may also call Click To Reveal Phone and select Option 4: Recruiting for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO): PNC provides equal employment opportunity to qualified persons regardless of race, color, interaction, religion, national origin, age, interactionual orientation, gender identity, disability, veteran status, or other categories protected by law.
California Residents Refer to the California Consumer Privacy Act Privacy Notice ( Click To Reveal Link to gain understanding of how PNC may use or disclose your personal information in our hiring practices. Recommended Skills Attention To Detail Business Planning Commercial Banking Customer Demand Planning Customer Experience Customer Relationship Management
target space. Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions. Our strongest Bankers have a methodical approach to the market activity and prospecting.
We deliver locally and therefore our ideal candidate has deep local connections and market knowledge. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to further efficiency with existing technical infrastructure through
automation while embracing the innovative opportunities offered by new technologies Required Qualifications, Capabilities and Skills Seven years direct lending or credit support related experience with a focus on business relationships + Understanding of Commercial Banking products and services Ability to collaborate with internal partners and resources + Demonstrated experience of meeting or exceeding sales goals + Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines + Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners Preferred
Qualifications, Capabilities and Skills Bachelor's degree and formal credit training preferred Sales management, business development skills, proficiency in building and maintaining positive client relationships Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask + Excellent business judgment, strategic thinking, self-directed, proactive and creative JPMorgan Chase & Co.
one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.
P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We recognize that our people are our strength and the diverse talents and perspectives that 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. (If you are a US or Canadian applicant with a disability and wish to request an accommodation to complete the application process, please contact us by calling the Accessibility Line (US and Canada Only) -xyz X and indicate the specifics of the assistance needed.
) 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, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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
seeking a FINANCIAL SERVICES REPRESENTATIVE to join Team Texans at our Spring Creek Pkwy in Plano, TX! POSITION OVERVIEW: In the FINANCIAL SERVICES REPRESENTATIVE role, you have the opportunity to earn monthly incentives as the primary sales contact within your branch.
You serve as a liaison between the member and the credit union - each day you work with members to determine their financial needs, process consumer and real estate loans, and open and service accounts. JOB EXPECTATIONS: Act as the primary sales leader within the branch: originate, process, close, and disburse loans; open new accounts and service existing members. Obtain expert knowledge of Texan' products and services
to enhance members' financial lives Promote and educate members on credit union products and services based on member needs that are realized from member interviews Actively cross-service members based on financial needs and account review Respond to members' requests, problems, and concerns: troubleshoot issues, and/or direct them to the appropriate person for specific information and assistance; may handle more complex questions and problems for other branch staff Provide back-up support to the branch operations including, but not limited to, implementing floor management, processing teller transactions, and other duties as assigned Requirements This position is not entry-level.
High
school diploma or equivalent At least one (1) year experience in a sales and service environment in a financial institution with cash handling At least one (1) year experience in a goal-oriented sales environment Willingness and ability to obtain certification as Mortgage Loan Originator (MLO) through the Nationwide Mortgage Licensing System & Registry (NMLS) Must successfully pass a credit check, background check and drug screen.
Salary Description $20 -$ 24.50
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
