Location: San Antonio, TX
Company: Jpmorgan Chase Bank, N.A.
them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings. Helping clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address, accurately and efficiently, while complying with all policies, procedures and regulatory and banking requirements Educating clients on the usage of technology self-service options such as leveraging the Chase Mobile App, , and ATMs to complete their banking needs, whenever, wherever and however they want.
Building relationships with clients by sharing product knowledge
and solutions and introducing them to our licensed bankers when an additional opportunity is identified. Assisting clients and the branch team by helping with new account openings when needed.
Performing branch operations which may include managing cash devices (e. g. cash vault, ATM, etc. ) while adhering to all bank policies and procedures. Required qualifications, capabilities and skills Minimum 6 months of customer service experience required High school diploma or GED equivalent required Preferred qualifications, capabilities and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment Cash handling experience
preferred Professional, thorough, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Excellent interpersonal communication skills, as well as strong attention to detail and time management Ability to quickly and accurately learn products, services, and procedures 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
activities, providing excellent member service, responding to credit union product/service questions and other daily support needs. Primary: Screens and directs incoming phone calls to appropriate personnel/department. Greets members and queries to determine proper guidance or assistance needed.
Supports front desk coverage during daily lunch periods and operational gaps. Responds to member inquires and requests regarding account activities, histories, or functionalities. Assists members with account logins for Online Banking, Card Valet, and Mobile Banking apps. Coordinates and assists other departments associated with and/or related to member folders. Ability to accurately complete
any necessary member file maintenance or changes to an account, as needed/required. Runs errands and makes deliveries around the office or to external parties. Cross-sell all credit union products, services and promote a positive and friendly work environment.
Minimum Requirements: HS Diploma or GED Minimum of 1 year of related experience (Ideally in banking) Good verbal and written communication skills Proficient with basic MS Office Suite To apply, send resume to xyz X@. L. K. Jordan & Associates is an equal opportunity employer. L. K. Jordan & Associates
most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - 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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter
the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, , and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping
with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience 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
Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.. Bonus Type Formula Based Summary Youre an experienced mortgage banker with an established client base who isnt afraid to hunt new business.
You value a company whose focus is on providing your clients with full: service financial offerings and recommending the right BOK Financial products at the right time. To achieve this, you build relationships, both externally in your market and throughout the bank. Youre a counselor, connector, and relationship maker. Our Mortgage Bankers change peoples
lives Job Description The Community Mortgage Banker is primarily responsible for the origination of new mortgage loans; representing a full range of mortgage financing; generates mortgage loans thru online, telephone and personal contact with individual consumers, groups and third: party referrers; provides customers with assistance from mortgage loan application to closing.
Team Culture Our mission is to be committed to our employees, customers, and community partners, to deliver the highest quality mortgage experience with integrity, honesty, knowledge, and award: winning service. We are dedicated to building BOK Financial Mortgage into a respected and recognized top Mortgage Lender
in our markets, and the employer of choice for all mortgage professionals.
You will have a voice and be part of the decision making process. We participate in group learning, idea sharing, and practice candid communication through our open: door policy. We don't have all the answers. That's where you come in. We want your feedback to make improvements. We treat each other with dignity and respect, value opinions and differences, and talk openly. We're receptive to feedback and constructive criticism. We do what we say we are going to do and hold ourselves and others accountable. Problems are brought to the surface, and so are solutions. We give praise and recognition for quality work and pursue excellence.
You'll also have a lot of fun with us How Youll Spend Your Time: You will build and nurture relationships internally and externally to set yourself up for long: term sales success. : You'll be moving and shaking in your community, always connecting people and business possibilities.You will generate business and close on time to ensure our lending process is as seamless as possible. : You'll collect and analyze financial information from a client to ensure they will be eligible for a loan and make the necessary calculations to determine if they are a good investment.
Education and Experience Requirements This level of knowledge is normally acquired through completion of high school degree and 2:3 years related experience in mortgage loan origination. Working Conditions and Physical Requirements Office BOK Financial Corporation Groupis a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career Apply today and take the first step towards your next career opportunity The companies in BOK Financial Corporation Group are equal opportunity employers.
We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qua
a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are: As a Private Banking Officer II, you will help customers manage their financial lives. Often, our private bankers are a helping hand to families for generations and continue to share their love and knowledge of finance with them. They do so by collaborating with other Frost lines of business, especially investments,
insurance, and the customer's other advisors, like attorneys and CPAs, to build a team around the customer. They work with a team to develop tailored plans based on customers' needs and goals.
What you'll do: Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable assets) Generate a minimum of $4.5 million in new business per quarter and secure at least 10 new affluent client relationships annually Actively make sales calls to clients and prospects. Engage in pre-call/post-call planning and strategy review Monitor and manage client's existing credit relationships by reviewing current loan portfolio
on a regular basis Identify and recommend products and services best suited to meet clients' needs Develop and maintain excellent working relationship with credit underwriting team Participate in community and professional activities in order to enhance Frost's image and expand personal network of business contacts Develop, maintain, and enhance relationships with individuals whose circles of influence include potential new clients Provide leadership within the private banking team, while remaining a team player Accept special project assignments in support of the private banking group What you'll need: Bachelor's degree or equivalent work experience 5+ years of experience in financial industry Working knowledge of financial analysis relating to personal financial statements and personal income tax returns NMLS license; the ability to transfer license to Frost or obtain license within 60 days Comprehensive understanding of lending practices and loan servicing requirements for personal finance needs Specialized knowledge of client benefits offered by Frost's brokerage, investment management, trust, and insurance groups Ability to perform with limited supervision Experience in managing a portfolio of affluent and high net worth clients Demonstrated capacity to sell products and services within the financial services industry Proven record of success in cultivating new relationships Outstanding interpersonal, calling, sales, and negotiation skills Excellent verbal, written, communication, organizational, and customer service skills Proficient in Microsoft computer applications Additional preferred skills: Series 7, 63, & Group 1 Insurance license (or attainment within 6 months).
Property and Casualty Insurance license Certified Financial Planner designation Certified Wealth Strategist designation Completion of formal credit training Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that.
This includes: Medical, dental, vision, long-term, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U. S. banks by asset size and is a leader is banking customer satisfaction.
At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
