Relationship Banker - Rochester, NY
Testing Site - JPMC
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 Testing Site - JPMC
$25 - $26.77 per hour
...effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an... ...America) Hours Per Week: 40 Pay Transparency details US - NY - Rochester - 1500 Hudson Ave - Hudson Avenue (NY7210), US - NY -...SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...Relationship Banker 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...SuggestedAfternoon shift
- ..., 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...SuggestedImmediate startAfternoon shift
- ...Associate Relationship Banker 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...SuggestedImmediate startAfternoon shift
$25 - $38 per hour
...U.S. Join us! About this role: Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice... ...Visa sponsorship Posting location: ~3360 55th St NW, Rochester, MN 55901 Pay Range Reflected is the base pay range...SuggestedFull timeTemporary workWork experience placementImmediate start$18.68 - $31.14 per hour
...Universal Banker Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and... ...responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for...Hourly pay$18.5 - $23.42 per hour
...Rochester, New York Full time JR5142 Pay Range: $18.50 - $23.42 The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative customer service to ensure both internal and external customer...Full timeTemporary workPart timeBank staffLocal areaWork visaMonday to FridayFlexible hours- ...them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing... ...expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with...Part time
- ...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 an Associate Banker within Chase, you will represent our brand and culture with the utmost...Part time
$85.8k - $143k
...Business Banking Relationship Manager Responsible for an assigned portfolio of loan and deposit relationships with small business clients... ..., and experience will inform their specific compensation. Location: Rochester, New York, United States of America M&T Bank- ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong... ...tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a...Immediate startAfternoon shift
$65k - $70k
...proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel. Primary responsibilities include Focus on clients: Aspire to deliver world-class customer service Drive...Currently hiringWork at officeLocal areaFlexible hours$83.96k - $111.96k
...Rochester, New York Portland, Maine Full time JR5009 Pay Range: $83,964.00 - $111,959.00 This role may be filled in either Rochester, NY or Portland, ME. The successful candidate will support the market associated with their hired location. Candidates hired...Full timeTemporary workPart timeWork experience placementLocal areaWork visaMonday to FridayFlexible hours$20.25 - $24.75 per hour
...stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Relationship Bankers build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to...Full timeTemporary workLocal area$25 - $26.77 per hour
...extent permitted by applicable law. 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...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...Relationship Banker The Relationship Banker is responsible for establishing, growing, and deepening new and existing customer relationships. This role serves as a lead contributor in delivering a high-touch, personalized customer experience by proactively identifying...Work at officeRemote workWeekend workAfternoon shift
$82k
...SEAKING ROCHESTER NY FINANCIAL PLANNER About the job Northwestern Mutual: Rochester, NY is seeking 3-4 new Financial Advisors... ...know how to connect with people, building personal, trusted relationships. Financial planning is interesting to you, and you have the...Live inVisa sponsorshipRelocation package$150k
...Wealth Advisor Succession Planning Rochester, NY Overview Dynamic and fast growing National RIA seeks a Wealth Advisor... ...in succession planning by inheriting high net worth client relationships on a collegial, client focused 1B+ AUM region. The firm...$20.55 - $34.25 per hour
...management, servicing and sales interactions for retail and business customers. Primary Responsibilities: Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales...Hourly pay- JPMorganChase is seeking an Associate Relationship Banker to welcome clients, understand their financial needs, and offer thoughtful solutions in a Chase Branch. You will leverage Chase Mobile App, Chase.com, and ATMs to help clients access banking services with hospitality...
$20.19 - $30.77 per hour
...in our Key Bank communities. Personal Bankers engage clients in deeper conversations... ...existing clients to develop and expand relationships based on their unique financial goals,... ...status. Location: 3225 Monroe Avenue - Rochester, New York 14618 Job Summary Be a problem...Hourly payTemporary workDay shift- JPMorgan Chase & Co. in the New York area seeks an Associate Relationship Banker to welcome clients, assess financial needs, and offer thoughtful banking solutions in a branch setting. You will build lasting relationships by delivering attentive service, leveraging Chase...
- JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and advisory service. You will acquire, manage, and retain client relationships using financial knowledge to offer tailored solutions, while promoting digital...
- M&T Bank Corporation is seeking a branch-focused Relationship Specialist in Penfield, NY. You will identify customer needs, drive proactive outreach, and manage relationships to achieve sales and referral targets. The role requires strong communication, sales discipline...
- JPMorganChase is seeking a Relationship Banker to represent our branch with hospitality, build lasting client relationships, and offer thoughtful financial solutions. You will meet with clients in person and over the phone, leveraging Chase Mobile App and Chase.com to address...
- Shear Ego International School of Hair Design in Rochester, NY seeks a Financial Aid Counselor to assist current and prospective students with financial aid options, FAFSA completion, and loan counseling, ensuring compliance with federal regulations and high customer service...
- Bryant & Stratton College in Rochester, NY is seeking a Financial Services Advisor to guide current and prospective students through financial aid—packaging, awarding, and FAFSA processing. You will prepare weekly progress reports and collaborate with campus teams to resolve...Afternoon shift
- Northwestern Mutual of Rochester is recruiting a Financial Representative to educate clients... ...options while building lasting relationships. The role emphasizes a client-first approach... ...community-focused environment in Pittsford, NY. Licensing in Life, Accident & Health is...Work at officeLocal area
- ...more meaningful? Northwestern Mutual of Rochester fosters an inclusive environment where diverse... ...such as Special Olympics of Western NY, Mercy Flight Central NY, Camp Good Days... .... Your role involves building long-term relationships with clients, understanding their unique...InternshipWork at officeLocal areaVisa sponsorshipFlexible hours
- J.P. Morgan Wealth Management in Rochester, NY is seeking a Private Client Advisor to offer comprehensive financial planning and investment... ...solutions, and collaborate with partners to deepen client relationships. The role requires at least 2 years in financial advisory,...
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