Relationship Banker - New Canaan, CT
JPMorgan Chase & Co.
Overview 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 and inclusion. Responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Qualifications 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients – elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Regulatory and Licensing Information This position is subject to the Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMorganChase's review of criminal history, credit report, information available through NMLS, and other information relevant to demonstrating financial responsibility and fitness. Note that any felony conviction within the last seven years will disqualify you from consideration. Continued employment is contingent upon compliance with Truth in Lending Act/Dodd-Frank requirements. National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008 is required. Upon active employment, you will be required to register on NMLS or update your existing registration. Continued employment is contingent upon compliance with the SAFE Act, including successful registration after your start date and ongoing renewals. Any information obtained during registration or through NMLS notifications may impact employment with the firm. Ensure accuracy and consistency of information provided to Chase and NMLS. Further information about NMLS and registration requirements can be found at: #J-18808-Ljbffr JPMorgan Chase & Co.
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed... ...other related industries with proven success in establishing new clients, deepening relationships, and delivering results. ~...SuggestedImmediate startAfternoon shift
- JPMorganChase is seeking a Relationship Banker to join our Branch team in New Canaan, CT. You will build lasting client relationships, provide thoughtful financial solutions, and deliver warm, knowledgeable service that reflects our brand and culture. In this role, you...SuggestedWeekend workAfternoon shift
- ...as part of daily activities Identifies and engages potential new clients through referrals or financial center clientele... ...whatever one sets their mind to Builds and nurtures strong relationships Collaborates effectively with others to get things done Communicates...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$23 - $31 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking... ...role, you will build relationships with customers by... ...banking needs, including new account openings, service... ...RD, GREENWICH, CT ~137 WEST PUTNAM AVE,... ...CT ~152 MAIN ST, NEW CANAAN, CT ~310 HEIGHTS RD,...SuggestedWork experience placementFlexible hours$65k - $80k
...as part of daily activities. Identifies and engages potential new clients through referrals or financial center clientele. Provides... ...whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates...SuggestedTemporary workMonday to FridayShift workDay shift- ...The Citi branch in Norwalk, CT is hiring a Personal Banker SAFE Act entry-level role to support sales and service activities with the customer... ...processing small business and consumer product referrals, build relationships to grow client loyalty, and provide guidance to tellers...
- ...Chase is seeking a Relationship Banker to represent our brand at a branch, delivering hospitality while using banking solutions and financial technology to support clients. You will acquire, manage, and retain relationships, offering thoughtful financial solutions to meet...
$125k
...growing wealth management firm located in Darien, CT. They are seeking a Financial Advisor to join their... ...planning deliverables. Manage a defined set of client relationships and planning engagements. Contribute to new business development and prospecting. Maintain...Temporary work$25 - $26.77 per hour
...risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes... ...financial lives. Is confident in identifying solutions for new and existing clients based on their needs. Communicates...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$52k - $106k
...details about this job. Location: Stamford, Westport, or Fairfield, CT. MUST be a U.S. Citizen or Green Card Holder. OPT, CPT, F1-B... ...Advisor: Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products...Work experience placementLocal areaRelocation- A leading financial institution is seeking a Wealth Relationship Mgmt. Sr. Analyst to develop and manage relationships with affluent clientele in New Canaan, Connecticut. The ideal candidate will possess strong analytical and communication skills, ensuring compliance while...
$65k - $80k
Bank of America in New Canaan is seeking a motivated individual to provide comprehensive financial advice and solutions. In this role, you'll work with clients to create financial plans and recommend banking and investment strategies aligned with their goals. The ideal...$28.85 - $33.65 per hour
...activitiesIdentifies and engages potential new clients through referrals or financial... ...capacityExperience in cultivating client relationships, assessing needs and recommending solutionsSuccess... ...Per Week: 40Pay Transparency detailsUS - CT - Fairfield - 1366 Post Rd (CT2186)Pay...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursDay shift- ...Associate Banker At Chase, we are passionate about creating memorable experiences for... ..., and understood. We build lasting relationships by doing the right thing, exceeding expectations... ...and maintenance as well as opening new accounts, while complying with all policies...Part time
- ...Skills Cash Transactions Financial Products Knowledge Sales Strategies Client Solutions Process Adherence Soft Skills Communication Relationship Building Problem Solving Certifications & Qualifications Bachelor's Degree Associate's Degree in Business Management Associate's...
$20.67 - $31.25 per hour
...56 Westchester Avenue - Pound Ridge, New York 10576 Job Summary: Be a problem... ...businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations... ...existing clients to develop and expand relationships based on their unique financial goals,...Hourly payWork experience placementDay shift$26.4 - $33 per hour
...Financial Counselor Fully Remote • MSO Corporate 1000 - Stamford, CT 06905 Overview Salary Range $26.40 - $33.00 Hourly Level... ...,800 employees, 285 other clinical providers and 40 locations in New York, Connecticut, Rhode Island and Massachusetts. What You'll...Hourly payFull timeWork at officeLocal areaRemote workShift work$61k - $119k
...a financial advisor, you will:Grow your client base by making new connections, maintaining a strong referral network, and providing... ...client's financial plans to help them achieve their goalsGrow relationships with clients to support them through every stage of lifeTraining...Work at office$1,000 per month
...Contributions Act (FICA) tax purposes.As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are...Full timeFor contractorsInternshipLocal areaFlexible hours- ...Advisor (Greenwich Market) - Greenwich, CT Lead, grow, and deepen an established... ...grow a sizeable book of high-value client relationships Deliver sophisticated investment and insurance... ...aligned to client goals Drive new business through referrals, centers of influence...Work experience placement
- ...Greater Bridgeport Market) -Bridgeport, CT & surrounding area Build your book with... ...to focus on what you do best: building relationships and delivering advice-based solutions.... ...grow a book of business through referrals, new client development, and a defined territory...Work experience placement
$1,000 per month
...Contributions Act (FICA) tax purposes.As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$61k - $119k
...financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and... ...client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life...Full timeContract workFor contractorsWork at office$61k - $119k
...a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing... ...client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life...Work at office- ...Fairfield, CT Full time JR0003480 Job Description: DIVISION: Enrollment Management DEPARTMENT: Office of Financial Aid... ...job. Duties, responsibilities, and activities may change and new ones may be assigned at any time, with or without notice. All...Full timeWork at officeLocal areaNight shift
- Alter Domus is currently seeking a new Senior Fund Manager to join our Fund Administration team at our Darien, CT or Boston, MA office.JOB DESCRIPTION:Demonstrate deep... ...issues with the auditors;Maintain a direct relationship with audit/tax firms;Help establish and implement...Work at office
- JPMorgan Chase & Co. is seeking an Associate Relationship Banker in a Chase Branch to welcome clients, understand financial needs, and offer thoughtful banking solutions. You will leverage modern digital tools to improve the client experience and build lasting relationships...Flexible hours
- JPMorgan Chase & Co. is seeking an Associate Relationship Banker at a Chase branch. You will welcome clients, understand their financial needs, and offer thoughtful banking solutions using cutting-edge technology. The role emphasizes hospitality, relationship building,...
- ...remote and will report into Lovesac Corporate HUB based in Stamford, CT. Candidates must fully reside in the United States at all times... ..., training materials, and user guides.Promote adoption of new capabilities and serve as a trusted partner to Finance stakeholders...Full timeTemporary workLocal areaRemote workFlexible hours
- Our client is a leading Fintech firm based in Stamford, CT. They're looking to add a talented Strategic Finance Associate to their growing... ...groups to help launch, scale, and organize the operations of new business units. Provide data-driven recommendations and...
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