Banker [Multiple Positions Available]
JPMorganChase
Responsibilities Provide wealth management advice and solutions to high-net-worth (HNW) and ultra-high-net-worth (UHNW) families in Latin American (LATAM), specifically Peru, using the Spanish language to communicate with clients. Address clients' complex financial issues and propose innovative wealth management solutions. Navigate cross-border transactions within and across different LATAM countries, ensuring smooth and compliant international operations. Advise clients on their options for wealth preservation in Peru while fulfilling other financial needs such as credit, investments, or banking. Protect and maintain client confidentiality during investment discussions in accordance with country-specific laws and regulations. Provide a holistic approach to the client's balance sheet, presenting options in Spanish. Advise clients on investment strategies and structure financial products that minimize legal and financial risks to both clients and the bank. Drive new client acquisition and business development in the country, broadening one's professional client network in Spanish. Leverage personal and professional networks to onboard new clients and deepen the book of business in the region. Connect new and existing clients to other teams and lines of business in the bank. Coordinate and introduce specialists to provide expertise on different topics to clients. Ensure financial transactions and client interactions adhere to country-specific legal standards. This position requires up to 25% international travel to Peru to visit various client sites and to meet with potential business prospects and centers of influence (COIs). Qualifications Minimum education and experience required: Master’s degree in Business Administration, General Management, Finance, Marketing, Legal Studies/Law, Economics, Accounting, or related field of study plus three (3) years of experience in the job offered or as Banker, Prospector, Investment/Risk Analyst, Trader, or related occupation. Alternatively, Bachelor’s degree in the same fields plus five (5) years of experience in the same roles. Skills Required Navigating complex regulatory environments across LATAM jurisdictions and complying with country-specific regulations to ensure financial transactions and client interactions adhere to local legal standards. Handling cross-border transactions within and across different LATAM countries. Executing, reviewing, and negotiating investment agreements, loan documents, and trust deeds. Assessing and mitigating risks associated with financial transactions. Handling sensitive financial information in compliance with country-specific privacy laws. Direct sourcing, client acquisition, and building a client base and network in LATAM. Developing relationships with high net worth clients in the LATAM region. Business development in a competitive industry. Sales experience including profiling, overcoming objections, negotiation, team selling approach, closing the sale, and asking for referrals. Knowledge of asset classes including equities, fixed income, alternatives, and derivatives. Understanding of wealth planning, credit, trusts, and banking concepts such as collateralized credit, wealth advisory planning, deposits, and custody. Communicating investment strategies to clients and prospects. Oral, auditory, and written fluency in the Spanish language. Location and Travel Job Location: 1450 Brickell Avenue, Miami, FL 33131. Full‑time. This position requires up to 25% international travel to Peru to visit various client sites and to meet with potential business prospects and centers of influence (COIs). Equal Opportunity Employer 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans . #J-18808-Ljbffr JPMorganChase
- ...LATAM (Argentina, Uruguay, and Chile) region to meet clients. This position requires up to 40% international travel to Argentina, Chile,... ...plus three (3) years of experience in the job offered or as Banker, Associate/Analyst (Investment/Banking), Trader, or related occupation...SuggestedFull time
- ...Job Title Float Universal Bankers Job Description Float... ...will be required to travel to multiple branches as assigned by the... ...and provide team support Availability to work Saturdays and/or... ...division of Truist offering the position. Truist offers medical,...SuggestedFull timePart timeWork at office
- ...Business Banker Execute integrated sales, service and relationship... ...all the deposit products available at the bank and open all types... ...The impact of errors on this position could affect other... ...pressure. Ability to handle multiple priorities in a fast-paced environment...SuggestedTemporary workWork at officeLocal areaWeekend work
- ...Head Universal Banker The Head Universal Banker is a leadership... ...clients on utilizing available access channels (ex: ATM, Online... ...branch and remain flexible in position based on branch coverage needs... ...) and work harmoniously with multiple team members Engage the Citi...SuggestedFlexible hours
$46.6k - $60.8k
The Head Universal Banker is a leadership role responsible for providing... ...clients on utilizing available access channels (e.g., ATM, Online... ...and remain flexible in position based on branch coverage needs... ...) and work harmoniously with multiple team members. Engage the Citi...SuggestedFull timeFlexible hours- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate... ...as needed This SAFE position has customer contact and job... ...complex transactions across multiple systems Experience proactively... ...with disabilities is available upon request in connection with...Work experience placementWork at officeImmediate start
$90.08k - $135.12k
...Associate Banker Senior The Associate Banker Senior is a seasoned professional role... ...potentially conflicting situations using multiple sources of information. Requires good analytical... ..., please visit citibenefits.com. Available offerings may vary by jurisdiction, job...Full time- ...Job Profile Position Overview At PNC, our people are our greatest differentiator... ...to the companys success. As a Personal Banker (Bilingual in Spanish preferred) within... ...Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$41.71k - $49k
...Job Summary This is a part‑time position scheduled for 20 hours per week. The role delivers exceptional service to BMO customers and prospects... ...next steps, and engage escalation as required. Work at multiple branches or through various channels; work schedule may vary. Qualifications...Part timeLocal area- ...to your clients. A role as an Associate Banker is for you. As an Associate Banker on the... ...Proficiency in building and maintaining positive client relationships Strong... ...contributions. A range of benefits and programs is available, including comprehensive health care coverage...
- ...Position Overview At PNC, our people are our greatest differentiator and competitive advantage... .... Educates customers on alternatives available for their financial interactions.... ...Fraud Detection and Prevention Managing Multiple Priorities Matrix Management Problem Solving...Full timeTemporary workWork experience placement
- ...Teller Position Wells Fargo is seeking a Teller in our Consumer... ...appropriate introductions to bankers Complete operational activities... ...complex transactions across multiple systems Ability to educate... ...with disabilities is available upon request in connection with...Work experience placementLocal area
- ...Part-Time Universal Banker (20 Hours), Bilingual English/Spanish Speaking Preferred, Mall... ...The Universal Banker is an entry level position responsible for the assistance in the... ...benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job...Part time
- ...benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance,... ...process, you will also learn more about the specific benefits available for any non‑temporary position for which you apply, based on full...Full timePart timeWork at office
$88.66k
...Regions, the Government and Institutional Banker is part of the Commercial Banking group... ...and required credit training This position is exempt from timekeeping requirements... ...Skills and Competencies Ability to manage multiple and consistently evolving priorities Ability...Full timeFlexible hours- ...Commercial BankingJob Description:The Retail Banker II Float is a Customer liaison that is... ...This role is accountable for working in multiple locations; thus having the ability to... ...fully as a member of the team, supports a positive work environment that promotes service...Work at officeLocal areaWork from homeFlexible hours
$41.6k - $53.83k
...part‑time). Hourly rate: $20.00 - $25.87. In addition to salary, discretionary and formulaic incentive and retention awards may be available. Employee benefits include medical, dental and vision coverage; 401(k); life, accident, and disability insurance; wellness...Hourly payPart time- ## Retail Banker II Float (Bilingual Spanish Preferred) - Southwest MiamiPostulerremote... ...This role is accountable for working in multiple locations; thus having the ability to work... ...as a member of the team, supports a positive work environment that promotes service to...Temporary workWork at officeLocal areaWork from homeFlexible hours
- TD Bank Miami is seeking a Retail Banker II Float to serve as a customer liaison across multiple store locations, delivering consultative personal and business banking solutions. You will use CRM tools to assess customer needs, promote TD products, and guide customers...
$24 - $33.5 per hour
...communication, problem‑solving, and prioritization skills. Proficiency in Microsoft Office and CRM software. Ability to travel to multiple locations on the same day and adapt to a mobile, changing environment. Excellent communication skills and ability to convey complex...Work at officeFlexible hours- TD Bank is seeking a Retail Banker II Float in Miami, FL. The role emphasizes customer liaison, financial consulting... ...across personal and business banking. The position requires flexibility to travel to multiple locations within the region and a strong focus on delivering...
- Position Overview At PNC, our people are our greatest differentiator and competitive advantage... ...the company’s success. As a Personal Banker (Bilingual in Spanish preferred) within... ...Effective Communications Managing Multiple Priorities Matrix Management Problem Solving...Full timeTemporary workWork experience placementWork at officeShift work
- ...team to develop into a successful Mortgage Banker! Do you have sales experience and a... ...ready to elevate their sales career. This position is full-time and fully in-office . All... ...Health, Dental, and Vision insurance plans available; includes company paid life insurance...Full timeLive inWork at office
- Truist is looking for Float Universal Bankers in Miami, FL. This role involves traveling to multiple branches and providing exceptional client service while managing transactions accurately. You will support both sales and service activities, ensuring clients receive a...
- ...Senior Private Banker Key Responsibilities Manage and grow a portfolio of high-net-worth clients by offering personalized financial... ...knowledge of investments, banking and credit products. Fluency in English and Spanish. Availability to travel as required. #J-18808-Ljbffr...
- ...difficult to find in many larger corporations. The Personal Banker position is a mid-level role within the Retail Banking Department. This... ...a request. Assist and educate new and existing customers on available servicing technology which includes online banking and mobile...Hourly payLocal areaMonday to FridayShift workNight shift
- ...Job Profile Position Overview At PNC, our people are our greatest differentiator... ...to the companys success. As a Personal Banker (Bilingual in Spanish preferred) within... ...Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...banking in Florida. Overview The Commercial Banker Associate plays a crucial role in... ...production support to the sales staff. This position is responsible for developing training... ...organizational skills to prioritize tasks and manage multiple client accounts simultaneously....Work at office
$200k
...Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that... ...Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire...Full time- ...Relationship Banker At Chase, we are passionate about creating memorable experiences... ...Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending... ...history, credit report, information available through NMLS, and any other information...Immediate startAfternoon shift
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