Relationship Banker - Gulf Pines Market - Lake Charles, LA
JPMorgan Chase & Co.
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. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job 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. Required qualifications, capabilities, and skills 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, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory 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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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.
- ...making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the...SuggestedImmediate startAfternoon shift
- ...recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound... ..., certificates of deposit, and money market accounts. Cross-sell and make... ...Job Schedule Full time Locations 2901 RYAN ST, LAKE CHARLES, LA, 70601, US #J-18808-Ljbffr...SuggestedFull time
$1,000 per month
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- ...Onsite at the location listed in the job posting. Summary The Relationship Banker is a trusted advisor who engages clients in meaningful,... ...business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon...SuggestedTemporary workWork at office
- ...Northwestern Mutual is offering an internship as a College Financial Representative in Lake Charles, Louisiana. Interns will receive guidance and support to develop their own financial planning practices while gaining insights into the finance industry. The program mimics...Full timeInternship
$43k - $75k
...business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues... ...as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and...Part timeLocal areaImmediate startDay shift- ...provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required... ...savings accounts, IRAs, certificates of deposit, and money market accounts. Cross-sell and make referrals to bank partners to...Full time
- ...accounts. Essential Duties and Responsibilities Develops new relationships through calling on targeted potential clients; uncovers... ...strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and...Full time
- ...that meet 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 clients...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Role Summary: The Relationship Banker is a trusted advisor responsible for engaging clients in consultative conversations to understand their financial goals and recommend personalized solutions. Key Responsibilities: Drive growth through proactive sales of deposit accounts...Work at office
$61k - $119k
...client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life... ...Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM)...Full timeContract workFor contractorsWork at office- ...provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required... ...savings accounts, IRAs, certificates of deposit, and money market accounts. Cross-sell and make referrals to bank partners to...
- ...internal reports on agency's ERM status that contain quantitatively and qualitatively rigorous analysis of key risks including credit, market, liquidity, operational, government and reputational risks as well as to meet external required reports to organizations such as...Full timeWork at officeImmediate start
$38.92k - $57.24k
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- ...professional growth. **Midwest Heritage Bank****Job Title**: Personal Banker**Department:** Banking**FLSA:** Non-Exempt**General Function**... ...customers* Focuses on proactive behaviors to build new relationships* Maintains knowledge of all products and services* Leverage...Full timeBank staffWork at office
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$1,000 per month
Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeContract workFor contractorsInternshipLocal areaRemote workFlexible hours$50k
...helping them achieve their long-term financial goals as you make a difference in your community. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions...Work at officeWork from homeHome officeFlexible hours$55k - $85k
...We’re seeking a relationship-driven Financial Advisor to turn complex financial data into clear, actionable roadmaps that give families... ...courteous, and professional service. Maintain Compliance, Security, & Market Insight Perform ongoing market research to stay current with...Work at officeRemote workShift work- ...Iowa . This role is responsible for managing existing client relationships while developing new relationships and delivering comprehensive... ...relationships while continuing to build your own presence in the market and contribute to the growth of the broader wealth management...Local area
- ..., a Licensed Insurance Agency, and workplace solutions offered by our Business Solutions division. You can also use our sponsored marketing agreements to offer non‑proprietary products to your clients, such as group health insurance. Enhance your wealth planning practice...Full timeContract workFor contractorsWork at office
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$18 per hour
...TS Bank is seeking to hire a Universal Banker position for our location in Treynor, Iowa... ...policies and procedures. Foster a relationship of mutual trust and confidence with clients... ...experience for clients. Interact with the local market to gain new clients and expand...For contractorsWork experience placementFor subcontractorWork at officeLocal areaRemote workNight shift- ...their growth and development. The Universal Banker II will play a key role in driving new... ...and business while expanding existing relationships for Nicolet and your branch, serving as... ...deposit accounts (checking, savings, money market, CDs). Complete account maintenance,...Work at officeLocal areaNight shift
- ...candidate must be enthusiastic about developing and maintaining relationships with customers in order to achieve banking center and... ...in handling all transactions professionally. Utility Universal Banker (Finance) Summary Provides high quality customer service by meeting...
- ...social, educational and volunteer activities that enrich members' lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We're proud of the impact fraternalism makes. It's what allows Modern...Full timeLocal area
$157.98k - $252.77k
...interview process. Salary Range At Blue Cross NC, we take great pride in a fair and equitable compensation package that reflects market-price and our starting salaries are typically planned near the middle of the range listed. Compensation decisions are driven by...Work at officeLocal areaRemote workFlexible hours2 days per week$100k
...motivated individuals to join the Coldwell Banker family in Fremont, California.... ...running quickly. You will receive the best marketing platform the industry has to offer for... ...media, open houses and more Foster client relationships Negotiate purchase agreements, manage...Hourly payFull timeFor contractors
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