Relationship Banker - Gulf Pines Market - Lake Charles, LA
Chase
Relationship BankerAt 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 responsibilitiesPut 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 skills1+ 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 skillsCollege degree or military equivalent.Experience adhering to banking policies, procedures, and regulatory requirements.About UsChase 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 TeamOur 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.
- ...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...SuggestedImmediate startAfternoon shift
$1,000 per month
Overview 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 up. Our college financial representatives, who come from...SuggestedFull timeInternshipLocal areaFlexible hours- ...Universal Banker I First Federal Bank of Louisiana is currently seeking a Universal Banker I at our Main Office in Downtown Lake Charles, LA. The hours for this position are Monday - Friday from 8:45 AM - 5 PM. No weekends. First Federal Bank of Louisiana is a full...SuggestedWork at officeImmediate startMonday to FridayNight shift
- ...disability, contact this employer to ask for an accommodation or an alternative application process. Universal Banker Floater Full Time Clerical Lake Charles, LA, US 3 days ago Requisition ID: 1209 Duties/Responsibilities: Proficiently provide teller and platform support...SuggestedFull time
- ...they desire and deserve choices on how they wish to bank. As a Relationship Banker (RB), you will be responsible for building, expanding, and... ...financial goals. Relationship Bankers will be experts in marketing Simmons solutions to our existing customer base and prospects...SuggestedNight shift
$41.71k - $69k
...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- ...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
$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- ...differentiator and competitive advantage in the markets we serve. We are all united in... ...the company’s success. As a(n) Personal Banker within PNC’s Retail Banking organization... ...Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$116.2k - $229.1k
Position Summary In an increasingly challenging environment marked by disruptive tech like AI, market uncertainty, and regulatory change, finance and global business services leaders recognize the opportunity to better serve the enterprise, shareholders, customers...Visa sponsorship- ...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...
- ...registrationsProfessional designation (CFP) preferredMinimum 7 years of financial relationship management experienceBachelor’s degree or equivalent... ..., investments, global economics, and the determinants of market movementsDeep understanding of asset allocation, tax planning,...Full time
$1,000 per month
Overview 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 up. Our college financial representatives, who come...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Description Job Title: Personal Banker Department: Odebolt - Retail Reports To: Odebolt Branch Manager FLSA Status: Non-Exempt Prepared... ...Banker is responsible for developing and maintaining banking relationships by actively prospecting new clients and engaging existing ones...Casual workWork at office
$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$25 per hour
...:** 8125 Sedgwick Way, Memphis TN 38125**Dubuque, IA** : 4141 Westmark Drive, Dubuque, IA 52002**Eden Prairie, MN** : 11000 Prairie Lakes Drive Eden Prairie, MN 55344 **Chicago, IL :** 175 W. Jackson Blvd. 12th Fl. Chicago IL 60604**PRIMARY PURPOSE:** To calculate employee...Hourly payWork at officeLocal areaFlexible hours- ...team-based, technology-enabled service model that supports efficient practice management, deeper client engagement, and long-term relationship growth. Fidelity invests in its advisors through industry-leading tools, training, and a culture grounded in inclusion,...Full time
$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$1,000 per month
Overview 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 up. Our college financial representatives, who come from...Full timeInternshipLocal 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
- ...information by visiting and logging into your account. Essential Duties And Responsibilities Build, manage, and retain client relationships by conducting proactive outreach, needs assessments, and consultative sales conversations. Serve as a trusted advisor to...Work at officeLocal areaAfternoon shift
- ...provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required... ...including savings accounts, IRAs, certificates of deposit, and money market accounts. Cross-sell and make referrals to bank partners...
$18 per hour
...TS Bank is seeking to hire a Universal Banker for our location in Corning, Iowa. This... ...internal policies and procedures. Foster a relationship of mutual trust and confidence with... ...experience for clients. Interact with the local market to gain new clients and expand...For contractorsWork experience placementFor subcontractorWork at officeLocal areaRemote workNight shift- ...headquartered in Opelousas, Louisiana. Position Summary Universal Bankers are instrumental in providing exceptional customer service to... ...continuous improvement, and develop and maintain effective relationships. Willingness to attend training seminars and meetings outside...Contract workWork at office
- ...provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required... ...including savings accounts, IRAs, certificates of deposit, and money market accounts. Cross-sell and make referrals to bank partners to...Monday to Friday
- ...presentationAbility to lead independently and in an operations-focused, fast paced team environmentStrong working knowledge of project and relationship managementExcellent written and verbal communication skills and strong presentation capabilityThe TeamIn Shareholder Reporting,...Full timeWork experience placement
- ...consumer real estate loans, in applicable markets. As backup for the teller line, be able... ...and personal goals. As the experienced banker, this individual would be expected to work... ...Management Representative and the Relationship Managers to develop stronger client relationships...
$15 per hour
## Financial Services RepresentativeApplylocations: Sulphur, LA, United Statestime type: Full timeposted on: Posted Todayjob requisition id: R18816The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax...Hourly payWork at officeLocal areaShift work- ...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
- ...Universal Banker A Universal Banker performs a variety of duties to provide existing and potential customers with efficient and accurate services. An employee in this position may be required to perform Customer Service Representative, Teller, and Loan Associate duties...Monday to FridayShift work
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