Relationship Banker II - SB - Northwest Dallas
JP Morgan Chase
Relationship Banker II - SB - Northwest Dallas Join to apply for the Relationship Banker II - SB - Northwest Dallas role at JPMorganChase Relationship Banker II - SB - Northwest Dallas 1 day ago Be among the first 25 applicants Join to apply for the Relationship Banker II - SB - Northwest Dallas role at JPMorganChase Get AI-powered advice on this job and more exclusive features. Posting Description You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. Job Description Posting Description You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. 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: About Us 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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. 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, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans About The Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households. Seniority level Seniority level Not Applicable Employment type Employment type Full-time Job function Job function Finance and Sales Referrals increase your chances of interviewing at JPMorganChase by 2x Sign in to set job alerts for “Relationship Banker” roles. Universal Banker/Business Banking Assistant Banker/Lender-Commercial and Industrial/Middle Market Dallas, TX $180,000.00-$220,000.00 2 weeks ago Branch Operations Lead - US Hwy 380 and Lake Forest - McKinney, TX Addison, TX $70,000.00-$140,000.00 6 days ago Relationship Manager I - Business Banking Relationship Manager I - Business Banking Commercial Relationship Manager - Middle Market Banking Relationship Manager I - Business Banking Senior Vice President Investment Banking We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr JP Morgan Chase
$48.43k
...update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs,...SuggestedFull timeFlexible hours- Regions Bank in Plano, TX is seeking a Relationship Banker II to help customers meet their financial goals by assessing needs and offering appropriate Regions products and services. The role emphasizes customer service, sales, and targeted banking solutions within a collaborative...Suggested
- ...Relationship Banker Frisco, Texas;Richardson, Texas; Plano, Texas; Dallas, Texas; Richardson, Texas; Prosper, Texas; Frisco, Texas; Plano, Texas; Frisco, Texas; Cross Roads, Texas; Carrollton, Texas; Frisco, Texas; Carrollton, Texas; Lewisville, Texas; Frisco, Texas...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$350k
...customer experience to everyone you meet? If so, the Wealth Advisor II role might be for you! At Frost, it’s about more than a job. It... ...financial goals. More than that, this role is about building relationships and doing so with integrity, caring, and excellence. What you’...SuggestedFull time- Hancock Whitney Corp. invites seasoned sales-oriented bankers to join our team in Louisiana. You will cultivate relationships, assess financial needs, and tailor product solutions for clients across services, including digital banking education. You will also manage a sales...Suggested
$17.74 - $22.19 per hour
...Position: Universal Banker II Location: Grapevine, TX Job Id: 4868 # of Openings: 1 At First Mid, base... ...understood. We will achieve this by developing a personalized relationship with our customers and by asking questions to create a customized...Hourly payContract workTemporary workWork at office$122.1k - $139.4k
...Virtual Business Banker II The Virtual Business Banker II (VBB II) is responsible for daily operations, execution and support of... ...portfolio of complex and high net worth small business owner relationships through retaining and cross selling additional business products...Full timePart timeLocal area- ...Virtual Banker II At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Immediate start
- Woodforest National Bank is seeking a Banker in Carrollton, TX to be a frontline ambassador, delivering the Woodforest Experience and growing retail relationships through exceptional service and proactive product recommendations. You will perform branch duties, explain...
- ...the financial goals. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Work at officeFlexible hoursShift workWeekend workDay shift
- ...accounts and facilitate maintenance on existing accounts. Review for accuracy and compliance. Uncover needs and deepen customer relationships by identifying needs and recommending appropriate bank products. Assist in training and coaching branch retail staff on all...Part timeWork at officeMonday to Friday
- ...Relationship Banker Flower Mound, Texas;Coppell, Texas; Flower Mound, Texas; Flower Mound, Texas; Denton, Texas; Lewisville, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet...Work at officeFlexible hoursShift workWeekend workDay shift
- Job Title Location 437 Coit Rd, Plano, TX, 75075, United States Job Category Customer Service, Cash Handling Industry Banking, Financial Services Employee Type Part Time Contact Information Name Katrina Sweaney Email ****@*****.***...Part time
- ...the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Work at officeFlexible hoursShift workWeekend workDay shift
- Hancock Whitney in Plano, TX is seeking a customer-focused financial center professional to build client relationships and drive growth through proactive outreach, needs assessments, and consultative sales conversations. You will educate clients on digital banking, process...
- ESSENTIAL DUTIES & RESPONSIBILITIES Build and maintain relationships with clients and prospects through in-person meetings, phone outreach, outbound calling, community engagement, and educational events. Conduct financial needs assessments to identify opportunities and...Work at officeLocal areaAfternoon shift
- WaFd Bank in Plano, TX is seeking a Personal Banker who will win new business and deepen customer relationships by delivering outstanding service. You will open new accounts, discuss loans, and guide clients through digital options while meeting branch goals. This role...
- Frost in Texas is seeking a Personal Banker I to serve as the first point of contact for customers. You’ll build trust, educate on deposits and loans, and help with service and account maintenance while upholding Frost's values. You will provide teller services, maintain...Monday to Friday
- ...Part-Time Personal Banker Dallas, TX, US, 75001 Req ID: 78602 Location: Dallas -DAL Areas of Interest: Consumer Banking; Consumer Banker... ...experience to build, expand, and retain long-term client relationships. While providing consultative conversations to existing and...Part time
- First Mid Bank & Trust is seeking an enthusiastic Universal Banker to deliver outstanding customer service while handling a range of... ...and account responsibilities. The role emphasizes relationship-building with customers and business partners, meeting sales goals...
- ...service experience while handling deposits, withdrawals, and new accounts with accuracy and care. The role emphasizes building relationships with customers, meeting sales goals, and applying knowledge of banking products. It offers comprehensive benefits and a path for...
- Woodforest National Bank in Plano, TX seeks a Banker to be frontline ambassador, delivering the Woodforest Experience by growing retail customer relationships and promoting banking solutions with excellent service. This role emphasizes ownership, integrity, and teamwork...Flexible hours
$149.8k - $171k
Overview Agency Underwriter and Portfolio Manager II - Affordable Housing job at Capital One. Plano, TX. Capital One is active in... ...and production to broaden product knowledge Develops and foster relationships with Agency counterparts Understands Fannie Mae/Freddie Mac...Permanent employmentFull timePart timeWork at officeLocal area- ...Wealth Advisor is responsible for maintaining and expanding relationships with high-net-worth individuals, families, trusts, family companies... ...Nearest Major Market: Plano Nearest Secondary Market: Dallas Job Segment: Series 7, Bank, Banking, CRM, Finance,...Work at officeLocal area
- ...rapidly growing wealth management firm located in the Greater Dallas, TX area. They are seeking a Senior Financial Advisor to join... ...but are still waiting for the opportunity to fully lead client relationships, this is your chance to make that move.You'll have the autonomy...Work at office
- ...for our clients, with highly experienced bankers who truly invest in people’s success —... ...business success. We build long-lasting relationships.Texas Capital provides a variety of benefits... ...paid time off (PTO).Headquartered in Dallas with offices in Austin, Fort Worth, Houston...Work at officeImmediate startDay shift
- Prosperity Bank and Trust Co in Plano, TX seeks a Personal Banker I to perform a broad range of consumer banking duties, including opening and maintaining checking and savings accounts, handling time deposits, and assisting clients with inquiries. You will collaborate...
- PNC Financial Services Group is seeking a Personal Banker in Plano East, Plano, TX. This in-office role emphasizes delivering an outstanding customer experience, growing the bank's wallet share, and leveraging technology to assist clients. The position requires a customer...Work at office
- ...Bank in Coppell, Texas seeks candidates for a Retail Personal Banker I after completing a 4-8 week onboarding program, rotations in... ...focuses on consultative sales to identify financial needs and build relationships with new and existing customers. The position involves...
- First Community Bancshares, Inc. in Plano, TX is seeking a friendly teller to provide exceptional customer service in a high-volume banking environment, handling cash, deposits, and basic transactions while following bank policies. The role involves recommending bank products...Flexible hours
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