Private Client Banker - Clinton Main St. - Clinton, MA
Fairygodboss
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, 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 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 Compliance with Dodd Frank/Truth in Lending Act* 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:
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/VeteransABOUT 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. #J-18808-Ljbffr Fairygodboss- ...Private Client Banker In Branch Banking You have a passion for taking care of our customers and employees and making them feel welcomed and... ...As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients...Private clientImmediate startAfternoon shift
- JPMorgan Chase in the Branch Banking division seeks a Private Client Banker to serve affluent clients and manage the full banking relationship, driving growth through referrals and proactive service. You will collaborate with specialists to connect clients to experts, provide...Private clientWeekend workAfternoon shift
- JPMorgan Chase in Boston area seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and help grow customer balances through proactive relationship management. You will acquire new clients, solicit referrals, and coordinate with Specialists...Private clientFlexible hours
$15 per hour
...dental, vision, and life insurance, paid sick days and company holidays, employer matched 401K, listed in Inc. 5000's Fastest Growing Private Companies in America for 9 consecutive years and inducted into the Inc. Hall of Fame in 2018, employee assistance programs, 750+...SuggestedHourly payDaily paidApprenticeshipLive outWork at officeLocal areaNight shiftWeekend work- J.P. Morgan in Worcester, Massachusetts, is seeking an experienced Private Banker specialized in wealth management. In this role, you will build and deepen meaningful client relationships and collaborate closely with specialists in delivering tailored investment solutions...Private client
$17.86 - $23.81 per hour
...Relationship Banker West Boylston, MA 01583 US Full-time 40 hours per week including every other Saturday. Pay range: $17.86 - $23.81 hourly Job... ...to train the right candidate with a great attitude. Clinton Savings Bank is an EOE Vet/Disability. Member FDIC Member DIF...Hourly payFull time- Clinton Savings Bank in West Boylston, MA is looking for a full-time Relationship Banker. The role involves providing excellent customer service, managing transactions, and assisting customers with banking needs while promoting various bank products. Applicants should...Full time
$70k - $80k
...Responsible Growth and delivering for our clients, teammates, communities and shareholders every... ...Week 40 Pay Transparency details US - MA - Westborough - 306 Turnpike Rd -... ...259), US - MA - Worcester - 29 W Boylston St - CHADWICK SQUARE BC (MA6237) Pay range $...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift$26.47 - $43.62 per hour
...and nationwide, plus a bonus guide to applying for employment with all other government agencies. Note: Postal Jobs Source is a private employment service that offers assistance in gaining employment and is not affiliated with the USPS, US government, its agencies, or...Hourly payCurrently hiringWork at office- ...shipment to the next destination. The Postal Service operates over 30,000 locations and delivers over 170 billion pieces of mail annually. Labor Services is a private employment service that offers assistance in gaining employment and is not affiliated with the USPS....Full time
- A leading financial services firm is seeking a Private Client Advisor in Marlborough, MA. This role involves providing personalized financial planning and investment solutions to a diverse range of clients. Candidates should have at least 2 years of financial advisory experience...Private client
$22.5 - $29 per hour
...banking professional who plays a vital role in bringing TD's human, relationship driven banking experience to life by partnering with clients to help them confidently achieve their financial goals by delivering personalized solutions that support overall financial well-...Work at office$25 - $26.77 per hour
...this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.... ...Hours Per Week: 40 Pay Transparency details US - MA - Auburn - 376 Southbridge St (MA6336), US - MA - Framingham - 1270 Worcester Rd - FRAMINGHAM...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...banking professional who plays a vital role in bringing TD's human, relationship driven banking experience to life by partnering with clients to help them confidently achieve their financial goals by delivering personalized solutions that support overall financial well-...Work at officeLocal areaWork from homeFlexible hours
- As a Relationship Banker at Rockland Trust, you are tasked with building and fostering strong relationships that serve to deliver an energetic... ...will use your unique skills to expand relationships with our client base by identifying financial needs, efficiently processing...Live inWork at officeFlexible hours
- ...Design, Training Support, and much more! We tailor our services to meet the specific needs of our Civilian, Defense, and Private-Industry clients. Our processes are catered to guarantee our customers the confidence that we are continually measuring and improving upon...Private clientWork at office
- BridgePort Financial Solutions is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment guidance and comprehensive planning. You will lead client engagements, help manage investments, taxes, and estate planning while...Private clientWork at office
$100k - $125k
...for a clear path to growth and long-term client relationships, this is the opportunity for... ...openings) Locations Location 1: Westborough, MA — Advisor (3-5+ years of experience, CFP... ...deepening relationships, and serving as the main point of contact. Ideal candidates will be...Work at officeLocal area- JPMorgan Chase & Co. in the United States seeks a Private Client Banker to serve affluent clients and manage their complete banking relationship across the company, providing education and tailored advice to suit financial needs. You will collaborate with Private Client...Private client
- ...J.P. Morgan Chase, a leading financial services firm, seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build strong client relationships, leverage leadership...Private client
$20 - $27.13 per hour
...specific work location. Location: Worcester, MA 20 Hours per week Benefits Eligible Purpose / Objective The Universal Banker position will be responsible to perform the... ...to meet customer needs. Educate and assist clients with digital banking services and recommend...Work at officeFlexible hours$80k - $90k
...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... ...Week: 40 Pay Transparency details US - MA - Burlington - 25 BURLINGTON MALL RD (MA90... ...), US - MA - Wellesley Hills - 45 William St (MA9045), US - MA - Westborough - 1700 W PARK...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...Potential with WDA Design Group Westborough, MA | Full-Time Are you a passionate... ...diverse projects, working closely with clients, municipalities, and stakeholders to... ...southern New England’s leading public and private clients. With a passion for innovation and...Private clientFull timeLocal area
$155k - $170k
...time off. This is an in-person leadership role based in Lancaster, MA, with substantial time spent in the field cultivating and... ...approximately 530 staff members and an annual budget of close to $50M. Its main office is in Lancaster, Massachusetts with programs serving...Full timeTemporary workInterim roleWork at office- Private Banking is involved with every facet of wealth management, including investments,... ...planning. Our business model focuses on deep client relationships, an integrated team... ...platform of depth and breadth. As a China Banker in our Wealth Management business, you will...
$48k - $67k
...Specialist Education Associate Degree Location Clinton Savings Bank - Operations Center - Clinton, MA 01510 US (Primary) Experienced (Non-Manager) Category... ...estate taxes, flood insurance, hazard insurance, private mortgage insurance (PMI), and force‑placed...Full timeWork at officeShift work$50 - $60 per hour
...nursing rehab department located in Holden, MA. Once hired as part of the PTS team, you... ...with state‑of‑the‑art equipment and mostly private accommodations. Within Holden’s new... ...Possess a current Speech Language Pathologist (ST / SLP) license or be license‑eligible to practice...Daily paidFull timeTemporary workPart timeReliefWork at officeLocal area- ...on holistic portfolio construction and to tailor strategies for clients' objectives. You will collaborate with client advisors across... ...Mandarin fluency, with a focus on driving integrated multi-asset and equity solutions for private clients and advisors. #J-18808-Ljbffr...Private client
$50 - $60 per hour
...Therapist - Speech Language Pathologist - SLP - ST - Per DiemApplylocations: Holden, MAtime... ...rehab department located in **Holden, MA.** Once hired as part of the PTS team, you... ...with state of the art equipment and mostly private accommodations. Within Holden's new...Daily paidFull timeTemporary workPart timeReliefWork at officeLocal areaFlexible hours$92.4k - $172.1k
...BenefitsLocation: Boston (101 Huntington Ave.) or Worcester (100 Front St.), Hybrid – 3 days in office, 2 remoteOur Not-So-Secret... ...business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking...Private clientMinimum wageWork at officeLocal areaNight shift
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