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 Base Pay/Salary New York, NY $25.00 - $30.29 / hour
and Treasury teams as well as our in-country bankers to provide Treasury, Credit, Trade and Foreign Exchange solutions to US-Headquartered clients and prospects that are operating internationally. As an International Banker, you will cover a Priority portfolio maintain and grow our largest global client relationships by helping established companies navigate the geo-political, regulatory, and banking landscape in each of the 30+ countries that the Commercial Bank operates in.
This is a client facing, revenue generating role that requires you to be extremely well organized and able to manage internal and client relationships across time zones. You are expected to bring new innovative solutions
to a portfolio of around 50 large international clients while helping to convert multi-country prospects. Job Responsibilities: Development of new business with large US-HQ clients and prospects that have a presence across multiple countries Understanding the nuances of clients' transaction flows and underlying business drivers Strong sales and relationship management skills Disciplined pipeline management Liaise with clients, Banking, Treasury, Trade, FX and Product Partners to develop client solutions and drive portfolio growth Monitor portfolio profitability and post-close revenue ramp Uncover and scope new revenue streams and ensure the highest standards of client obsession are met
Required Qualifications, Capabilities and Skills: Bachelor's Degree required 6+ years of treasury sales or banking experience Demonstrates the ability to understand International Treasury Solutions products, pricing objectives and billing process & procedures Strong drive and ambition to be an individual contributor salesperson Superior verbal and written communication skills with the ability to mobilize internal networks and resources Time management, organizational and planning skills with proven ability to multi-task and meet deadlines in a fast-paced environment Highly proficient in Microsoft Office (Power Point, Excel and Word) and superior analytical and quantitative skills 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 Base Pay/Salary New York, NY $128,250.00 - $195,000.00 / year
procedures including compliance and privacy policies and procedures to maintain customer confidentiality. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned by supervisor and/or Trustco Bank's Board of Directors. Assists customers with all cash and non-cash related transactions and services.
This includes but is not limited to: check cashing, processing deposits, processing loan or credit card payments, answering balance inquiries or other account questions, admitting customers to their safe deposit box, etc. Processes the night drop and balances the Automated Teller Machines on a daily basis. Balances individual till every day. Ensures that the
appearance of the counter areas are neat, organized, and in accordance with bank policy. Ensures all negotiable and confidential records are properly secured each day.
Maintains reports and logs for record retention. Cross-sells the Bank's products and services to promote branch growth. Continues to building proficiency of banking principles and sales techniques by attending internal training, external training, and completion of continuing education courses. REQUIRED EDUCATION/EXPERIENCE: High School Diploma or equivalent education or experience. Customer service experience. Cash handling experience. Effective verbal communication skills. Well organized with the ability to manage multiple
tasks. Ability to work well in small groups. PREFERRED EDUCATION/EXPERIENCE: Previous banking experience.
POSITION TYPE/EXPECTED HOURS: This is a full-time position. Work hours are scheduled around the following branch hours: Monday 9:00am - 5:00pm Tuesday 9:00am - 3:00pm Wednesday 9:00am - 5:00pm Thursday 9:00am - 6:00pm Friday 9:00am - 6:00pm Saturday 9:00am - 1:00pm Sunday Closed Employees will be scheduled to arrive half an hour prior to the opening of the branch and work fifteen to thirty minutes following the closing of the branch. Hours may vary by branch. TRAVEL: Occasionally upon request. LANGUAGE SKILLS: Must be able to speak, read, write, and understand the primary language(s) used in the workplace ; bilingual skills a plus.
Ability to read, analyze, and interpret general business information, including but not limited to company policies and procedures. Ability to effectively present information and respond to questions from groups of managers and customers. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Ability to lift 10 to 20 lbs. Must be able to stand for long periods of time. Must have dexterity to handle money. Must use hands to operate office machines. Ability to communicate both in person and/or by telephone. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. For the most part, ambient room temperatures, lighting and traditional equipment as found in a typical office / retail environment.
OTHER DUTIES: Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. AFFIRMATIVE ACTION PLAN/EQUAL EMPLOYMENT OPPORTUNITY STATEMENT: Trustco Bank is an equal opportunity/affirmative action employer. It is the policy of Trustco Bank to take affirmative action in affording equal employment opportunities to all qualified persons without regard to race, color, religion, interaction, national origin, age, marital status, genetic information, disability or protected veteran status.
This includes, but is not limited to, the following: Hiring, placement, upgrading, transfer, demotion or promotion. Recruitment, advertising or solicitation for employment. Treatment during employment. Rates of pay or other forms of compensation. Selection for training, including apprenticeship. Layoff or termination. It is the policy of Trustco Bank to cooperate to the fullest extent with the applicable regulations of the Civil Rights Act and any legislation on Equal Employment Opportunity.
EE O Statement: We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, national origin, disability status, protected veteran status or any other characteristic protected by law. PDN-9b042b2f-df20-4022-a29e-890954b4a7fd
retail banking, we also offer wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CBSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities
A Teller is responsible to create and deliver a positive customer experience while conducting financial transactions. This position requires an individual with a positive attitude, who is a team player, and who is able to actively listen for customer financial needs in order to refer them to the appropriate bank product or bank representative.
A Teller must be able to adapt well to the changing workplace environment such as customer service complaints; maintain the security of customer information; prioritize items of significance; and maintain responsibility for assigned cash drawer. Essential Responsibilities: Provide quality customer service and a positive banking experience by handling
financial transactions (i. e. cashing checks, handling deposits/withdrawals, etc.
) with a professional attitude Actively listen for potential sales opportunities to promote specific bank products and services, and refer customers accordingly Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines Ability to understand direction and adhere to established policies and procedures Other related duties as assigned or directed Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all job-specific requirements in a timely fashion Qualifications Education, Training and Requirements: High School Diploma or GED Required Skills: Basic math and computer skills Documentation skills with attention to detail Professional and friendly interpersonal and communication skills Clear thinking and ability to stay focused Must be able to consistently demonstrate the Company's core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility Experience: Prior customer service skills preferred Other Job Information Hours: 30 hours/week, rotating Saturday hours Compensation: Commensurate with experience plus potential for annual merit increase.
In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on! Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus. An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Minimum USD $16.50/Hr. Maximum USD $21.53/Hr.
Banker FLSA Status: Non-Exempt Salary Grade: NE20Supervisory Responsibility: Yes SUMMARY: The Senior Universal Banker is responsible for the administration and efficient daily operation of a full service branch office, including operations, lending, product sales, customer service, and security and safety in accordance with the Bank's objectives.
Develops new deposit and loan business; provides a superior level of customer relations and promotes the sales and service culture through coaching, guidance and staff motivation; achieves branch sales goals through new business sales, referrals and retention of account relationships. Provides leadership, training and supervision; delegates day
to day operations to the associate banker or other branch personnel. Responsible for attaining established Bank and branch goals through active participation in sales management programs.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned by supervisor and/or Trustco Bank s Board of Directors. Responsible for all in branch customer service requests. Responsible for opening a till in the absence of the Associate Banker. Will be assigned referral, account, and retention goals. Builds and promotes branch identity, drives sales and promotes overall ownership and accountability for improving customer service and branch success. Implements and administers
new products or programs including sales promotion and incentive programs, and encourages staff member participation to stimulate new growth.
Originates installment loans. Supervises Universal Bankers and Associate Bankers. Makes recommendations on the following issues which are given particular weight; assigning jobs, promotions, performance appraisals, counseling, disciplines, and terminations. Provides training in bank policies and procedures; conducts regular staff meetings. Maintains security measures to protect against criminal and fraudulent activity, unnecessary risk, and exposure. Maintains communications between the branch and management through regular reporting and attending staff meetings.
Knows all features and benefits of the bank s products, services, and current promotions Provides quality customer service through personal contact with customers and prospects in adherence with company policy. Handles customer issues in person or over the phone with their bank product or service by assisting in researching and solving the issue. Reviews and approves requests such as large check cashing requests, authorizing bank checks or general ledger tickets, and the approval of various reports, paperwork and cash counts. Works to meet existing branch performance standards in areas such as operating control loss, tellers level of experience, bank secrecy, and compliance with established policies and procedures.
Continues to building proficiency of banking principles and sales techniques by attending internal training, external training, and completion of continuing education courses. REQUIRED EDUCATION/EXPERIENCE: High School Diploma or equivalent education or experience. Supervisory experience. Customer service experience. Cash handling experience. Effective verbal communication skills. Well organized with the ability to manage multiple tasks.
Ability to work well in small groups. PREFERRED EDUCATION/EXPERIENCE: Bachelor s degree. Previous banking experience. POSITION TYPE/EXPECTED HOURS: This is a full time position. Work hours are scheduled around the following branch hours: Monday 9:00am 5:00pm Tuesday 9:00am 5:00pm Wednesday 9:00am 5:00pm Thursday 9:00am 5:00pm Friday 9:00am 6:00pm Saturday 9:00am 12:00pm Sunday Closed Employees will be scheduled to arrive half an hour prior to the opening of the branch and work fifteen to thirty minutes following the closing of the branch. Evening and weekend work may be required as job duties demand.
TRAVEL: Occasionally upon request. LANGUAGE SKILLS: Must be able to speak, read, write, and understand the primary language(s) used in the workplace; bilingual skills a plus. Ability to read, analyze, and interpret general business information, including but not limited to company policies and procedures. Ability to effectively present information and respond to questions from groups of managers and customers. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Ability to lift 10 to 20 lbs. Must be able to stand for long periods of time. Must have dexterity to handle money. Must use hands to operate office machines. Ability to communicate both in person and/or by telephone. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
For the most part, ambient room temperatures, lighting and traditional equipment as found in a typical office / retail environment. OTHER DUTIES: Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. AFFIRMATIVE ACTION PLAN/EQUAL EMPLOYMENT OPPORTUNITY STATEMENT: This includes, but is not limited to, the following: on employer. It is the policy of Trustco Bank to take affirmative action in affording equal employment opportunities to all qualified persons without regard to race, color, religion, interaction, national origin, age, marital status, genetic information, disability or protected veteran status.
This includes, but is not limited to, the following: Hiring, placement, upgrading, transfer, demotion or promotion. Recruitment, advertising or solicitation for employment. Treatment during employment. Rates of pay or other forms of compensation. Selection for training, including apprenticeship. Layoff or termination. It is the policy of Trustco Bank to cooperate to the fullest extent with the applicable regulations of the Civil Rights Act and any legislation on Equal Employment Opportunity.
Associated topics: academic advisor, advise, enroll, officer, proctor, register, safety officer ii, security officer, support staff, transfer
The goal is to share your know-how inside the community and teach them how to do it as a side hustle. Requirements You are aware of the trends in future of work, personal finance, and entrepreneurship Ability to follow trends and understand the type of content that drives engagement Have a passion for: E-Commerce - including Amazon, Shopify, and your own online store Gig Economy - like Door Dash, Uber, or Lyft Creator Economy - You Tube, Tik Tok, or Instagram Online Business - including blogging, podcasting, and online courses Freelancing and Consulting - social media marketing, graphic design, and more Reselling and Thrifting - including e Bay, Etsy, Mercari, Poshmark, and others Self-Publishing
- including Kindle Direct Publishing and Canva Local Services - including cleaning, knife sharpening, notary services, pet waste removal, and more A willingness to share know-how through video, livestreaming, and text content An abundance mindset An entrepreneurial spirit High level of initiative and positive approach We are a community that values diversity.
Benefits Be your own boss Learn how to make money from your passion and interests Find a community of like minded hard working solopreneurs and entrepreneurs Choose your own schedule and work when you want We are a community that values diversity. We encourage everyone including women and people of color to join us.
