Private Client Banker - US 441 and CR 25 (New Build) - Lady Lake, FL
JPMorgan Chase & Co.
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: #J-18808-Ljbffr JPMorgan Chase & Co.
- ...memorable experiences for our clients and employees, making... ..., and understood. We build lasting relationships... ...and inclusion. As a Private Client Banker in a Chase Branch, you... ...You will help acquire new clients by actively... ...be found at: ABOUT US Chase is a leading financial...Private clientImmediate startAfternoon shift
$72.28k - $108.16k
Work Location Miami Lakes, Florida, United States of America... ...needs of TD Wealth clients by reviewing financial... ...and growth Ensures all NEW clients receive the complete... ...execution, and build a simpler, faster banking... ...process, please email TD Bank US Workplace Accommodations...SuggestedLocal areaWork from homeFlexible hours- ...memorable experiences for our clients and employees, making them... ...valued, and understood. We build lasting relationships by doing... ...and inclusion. As a Private Client Banker in a Chase Branch, you will... ...balances. You will help acquire new clients by actively soliciting...Private clientImmediate startAfternoon shift
- ...Management/Inspection - Facilities Fort Pierce, FL ID: 26192 Full-Time/Regular Johnson,... ...related services to public agencies and private clients throughout the United States. JMT is... ...environment. Office to field time is approximately 25% to 75% respectively. Field work...Private clientFull timeContract workFor contractorsH1bWork at office
- ...lending for the Space Coast, FL Area. Role Summary The... ...estate portfolio, managing client relationships, and driving... ...Origination: Identify and develop new business opportunities by building relationships with... ...environment. Location 9897 Lake Worth Road, Suite 202 Lake...New buildLocal area
- ...Management/Inspection - Facilities Fort Pierce, FL ID: 26194 Full-Time/Regular Johnson,... ...related services to public agencies and private clients throughout the United States. JMT is... ...lifting and carrying objects weighing up to 25 lbs as needed. Work may be conducted...Private clientFull timeContract workFor contractorsFor subcontractorH1bWork at office
- JPMorgan Chase & Co. is seeking a Private Client Banker in a Chase Branch to deliver premium service to affluent clients and manage their full banking relationship. You will present Chase's latest banking solutions and technology with a focus on hospitality and trust. You...Private client
- JPMorganChase is seeking a Private Client Banker in Branch Banking to serve affluent clients and manage comprehensive banking relationships. You will actively solicit referrals and coordinate with specialists to connect clients with expert financial solutions. The role...Private clientAfternoon shift
$40k - $65k
...among the first 25 applicants... ...is provided by Bankers Life. Your actual... ...one‑on‑one with clients to create personalized... ..., while building meaningful relationships... .... Why Join Us? Top-tier... ...notified about new Wealth Manager... ...Pasco County, FL . Private Client Banker -...Private clientFull timeTraineeship- ...success. As a Personal Banker within PNC's Retail... ...based in Rockledge, FL 32955 at the... ...solutions to drive new revenue and customer... ...ultimately elevating client loyalty. Delivers a... ...law; between 15 to 25 vacation days each... ...process, please contact us via email at AccommodationRequest...Full timeTemporary workWork experience placementWork at office
- Chase is seeking a Private Client Banker in our branch to deliver hospitality, manage affluent clients, and extend the bank's relationships across Chase’s products and services. You will grow balances, solicit referrals, and work with a team, while meeting regulatory requirements...Private clientWeekend workAfternoon shift
- Location: Miami, FL A leading global law firm is seeking an Associate to join its International Tax Practice in Miami. This role focuses on sophisticated private client matters, including US cross-border income tax and estate planning, expatriation, and pre-immigration...Private client
$48.43k
...a place where they can build a career — a place to expect... ...safeguard and protect private and personally... ...Regions, the Relationship Banker II is responsible for meeting... ...and acquire new ones Educates and advises... ...Location Details Palmetto Lakes Location Miami Gardens...Full timeFlexible hours$140.14k - $315.52k
...*Location**Palm Beach, FL 33480**Job Summary**The... ...will be responsible for building and maintaining strong client relationships for the Private Bank by providing... ...JOB RESPONSIBILITIES****New Client Acquisition*** Leads... ...,137.50 - $315,524.00 #J-18808-Ljbffr Jobleads-USPrivate clientLocal area- ...intended to become a Retail Personal Banker II after completing a 4-8 week... ...development and relationship building through the promotion of... ...activities designed to acquire new consumer household and small... ...Banker Associate II - Windermere, FL At Fifth Third, we understand...Work experience placementWork at office
$135k - $155k
...key elements when considering a new job. We are just the right... ...trades and manage general new build vertical construction. The successful... ..., consultants, and clients. Responsibilities include directing... ...delivering projects for public and private clients across the United...New buildPrivate clientContract workWork experience placementFor subcontractorLocal area$30k - $250k
## Sales Consultant (Ft. Pierce, FL.)Applylocations: Ft. Pierce, FLtime type: Full timeposted... ...future of energy-efficient insulation and building material products? Is being part of a... ...is motivated and aggressive in finding new accounts and building trusted relationships...New buildLocal areaFlexible hoursAfternoon shift$63.99k - $78.21k
...thrive. We believe it takes all of us to bring our shared ambition... ...what makes you thrive. Try new things, learn new skills and discover... ...Bank, Elavon is committed to building the platforms and ecosystems... ...for acquiring new merchant clients, expanding existing...New buildContract workTemporary workWork experience placementLocal areaWork from home- D.L. Porter Constructors, Inc. is seeking a Commercial Project Manager to oversee a New General Administration Building for a Water Treatment / Reverse Osmosis Plant in Florida and beyond. The role requires strong leadership to direct vertical construction, review plans...New build
- ...ago Be among the first 25 applicants Direct message... ...Specialist develops new proposal content, edits,... ...understanding of the prospective client’s needs and objectives... ...is the 9th largest privately held U.S. brokerage firm... ...this job Delray Beach, FL $27.12 - $31.41 1 week ago...Private clientFull timeContract workWork at office
- ...Management, offers U.S. based clients and their advisors the personalized... ...size and broad scope allow us to customize solutions tailored... ...clients; as well as in identifying new business opportunities.In this... ...marketing strategy and builds presentations on behalf of the...Shift work
- ...Manager III-Space Coast, FL Space Coast, FL Required... ...and industrial (C&I) client relationships, providing... ...Relationship Management: Build and maintain strong, long... ...implement strategies to attract new commercial real estate... ...West Palm Beach 9897 Lake Worth Road, Suite 202...Work experience placementBank staffWork at officeLocal areaFlexible hours
- JPMorgan Chase & Co. in New York seeks a Private Client Banker to manage affluent clients’ banking relationships with an advice-based approach. You will collaborate with Specialists to connect clients with experts for tailored financial solutions and help clients access...Private clientWeekend workAfternoon shift
- Baker Tilly US is seeking a Business Development Director in New York to drive growth across its Tax,... ...role focuses on developing client relationships and... ...business opportunities in the Private Client sector. The ideal... ...and proven relationship-building skills, alongside an...Private client
- ...candidate will work from the Miramar Beach, FL office. This position will support the... ...management. On projects spanning transportation, buildings, water, new energy and the environment, our public- and private-sector clients trust us to solve their most complex ... #J-18808-...Private clientWork at officeLocal area
- ...global law firm in Miami seeks an Associate to join its International Tax Practice. The role focuses on sophisticated private client matters, including US cross-border income tax and estate planning, expatriation, and pre-immigration tax structuring. Associates will work...Private client
- ...company and how we deliver for our clients, teammates, communities and... ...to make a difference. Join us! Key responsibilities Triaging... ...financial and investment goals, building a financial plan, and... ...Identifies and engages potential new clients through referrals or financial...Temporary workShift workDay shift
- ...Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer... ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will...Private client
- ...J.P. Morgan Chase is hiring for a Private Client Advisor within Chase Wealth Management. The role... ...guidance for individuals and families, building a strong client book, and leveraging... ...solutions. You will guide clients from new savers to high-net-worth individuals, offering...Private client
$300k - $425k
...you have the support to build a career you truly love. The Private Banker role at Partners Federal... ...goals and with seamless client experience. This role also... ..., and seminars. Acquire new memberships and follow up... ...products and services, with 25% focused on investment...Work experience placementWork from homeFlexible hoursShift workAfternoon shift
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