Relationship Banker - Lake Worth Branch - Lake Worth, TX
Fairygodboss
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 Series6, state registration (including63 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: ABOUT US Chase 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. Equal Opportunity Employer/Disability/Veterans 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. ABOUT THE TEAM Our 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. #J-18808-Ljbffr
- ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a... ...to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group...SuggestedImmediate startAfternoon shift
- ...valued, and understood. We build lasting relationships by doing the right thing, exceeding... ...diversity and inclusion. As an Associate Banker within Chase, you will represent our... ...Chase will significantly contribute to the branch's success by delivering exceptional client...SuggestedPart time
- ...Financial Solutions Advisor Registration Candidate - Ft. Worth Market Fort Worth, Texas To proceed with your application, you... ...be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- ...to become an advisor—acquiring, building, and managing client relationships, assessing a client’s financial picture, and guiding them with... ...including banking customers, small‑business owners, and high‑net‑worth clients. Assess clients’ complex financial pictures and...SuggestedMonday to FridayDay shift
- ...Teller Retail Banker Take the next step toward your... .... We focus on building relationships and discovering... ...maintenance. Handling branch servicing duties such as... ...Primary Location: Texas-Lake Worth Schedule: Full-time Work Locations: TX - Lake Worth WM-0726636...SuggestedFull timeTemporary workLocal area
- ...to the company’s success. As a Personal Banker within PNC's Retail Branch Banking organization, you will be based in Fort Worth, TX at the Chisholm Trail branch. Job Description... ...Influence to acquire, expand and retain relationships. Creates customer loyalty and grows...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe... ...Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships,...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- U.S. Private Bank - Private Banker - Vice President or Executive Director... ...Manage and maintain relationships with clients by earning trust, thoroughly... ...alerts for “Private Banker” roles. Branch Manager - Downtown Fort Worth - Fort Worth TX Associate Alternatives...Full timeTemporary workWork experience placementLocal area
- ...Relationship Banker Bedford, Texas;Hurst, Texas; Fort Worth, Texas; Fort Worth, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements...Work at officeShift workWeekend workDay shift
- ...Personal Banker I Department: 3349-Ridglea Employment Type... ...Location: Ridglea West Fort Worth, Texas Compensation: Depends... ...promote long-term customer relationships. Assist customers with account... ..., including weekends (if branch is open on weekends) # Communicate...Full timeTraineeshipBank staffImmediate startFlexible hours
- ...TwinThread is looking for a Private Banker in Fort Worth, TX, who will be responsible for managing client relationships and providing exceptional advice on wealth management. The ideal candidate has over six years of experience in Private Banking or Financial Services,...
- ...North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike,... ...; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The... ...the life they envision through a personal relationship with their advisory team committed to their...Work at officeShift workDay shift
- ...firefighter community since 1935. We have built trusting relationships within the fire family as the nation’s largest... ..., we have an immediate opening in our Bedford, TX branch for a Financial Service Consultant II (Personal Banker) to join our team! The Financial Service...Temporary workLocal areaImmediate start
$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 areaFlexible hours$16.25 - $22.75 per hour
..."Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit... ...exceptional service, building lasting relationships, and helping individuals secure the financial... ...: 701 W. Berry Street, Ste 109 Ft. Worth, TX 76110 Hours: Full Time - Monday...Hourly payFull timeWork at officeLocal areaMonday to FridayWeekend workAfternoon shift- ...to the company's success. As a Regional Banker/Teller within PNC's Retail Branch Banking organization, you will be based in Fort Worth, TX at the Alliance branch. PNC is an in... ...to acquire, expand and retain relationships. Creates customer loyalty and grows...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Essential Duties and Responsibilities Share and recommend the bank’s full range of resources with customers, including traditional in‑branch services, digital capabilities, and business partner resources. Achieve individual goals through in‑person and outbound calling...Night shift
- ...Private Mortgage Banker (SAFE) Wells Fargo is seeking a Private Mortgage Banker (SAFE... ...excellent customer service Build relationships focused on affluent borrowers with realtors... ...experience Experience working with high net-worth clients Job Expectations: ~...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate start
- ...contribute to the company’s success. As a Personal Banker within PNC's Retail Branch Banking organization, you will be based in Hurst, TX at the Bedford Euless branch. Bilingual in... ...Influence to acquire, expand and retain relationships. Creates customer loyalty and grows...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...desire and deserve choices on how they wish to bank. As a Relationship Banker (RB), you will be responsible for building, expanding, and... ...expected to achieve and/or exceed their established individual and branch goals. They may also assist clients with account service and...Night shift
- ...Personal Banker I Hurst, TX, US, 76022 Req ID: 78054 Location: Hurst -HURS Areas of Interest... ...before being permanently assigned to your branch. Job Description The Personal... ...expand, and retain long-term client relationships. While providing consultative conversations...Local area
- ...role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our... ...This role grows, deepens, and manages relationships with affluent customers and those with... ..., MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming...Temporary workWork experience placementImmediate start
- ...PNC is seeking a Personal Banker based in Hurst, TX at the Bedford Euless branch to deliver proactive sales and exceptional customer service, deepen relationships, and promote PNC solutions to meet clients' financial needs. This role emphasizes risk-aware operations,...
- ...Financial Advisor Apply ( locations Dallas/Ft. Worth, TX Charlotte, NC Malvern, PA Scottsdale, AZ time type... ...Dallas, TX. In this role, you will build and maintain strong relationships with our clients, asking thoughtful questions to identify investment...Full time
- ...Certified Financial Advisor Apply ( locations Dallas/Ft. Worth, TX time type Full time posted on Posted 21 Days Ago... ..., You Will: Establish, grow, and maintain long-term relationships with clients. Partner with investors to help them plan their...Full timeWork at officeRemote workRelocationMonday to Friday
- ...( locations Malvern, PA Charlotte, NC Dallas/Ft. Worth, TX Scottsdale, AZ time type Full time posted on Posted... ...sales mindset, and your consultative approach to deepen relationships, uncover opportunity, and help clients get the most out of what...Full time
$23 - $26 per hour
...Position Summary The Relationship Banker role combines the duties of a teller with those of a relationship banker, offering personalized... ...issues. Operational Support ~ Assist with branch operations and administrative tasks, including scanning, filing...Temporary workWork at officeLocal areaImmediate startFlexible hoursShift work- ...Advisor Apply ( locations Charlotte, NC Dallas/Ft. Worth, TX Malvern, PA Scottsdale, AZ time type Full time... ...advice, financial planning, book of business management and relationship management. ~ Experience applying trust and estate planning...Full timeWork at officeLocal areaRemote workRelocationMonday to Friday
$63k - $65k
...outreach, focusing on strengthening client relationships, providing financial guidance, and... ...3 or Series 66 License. * Hybrid in Ft Worth * Base salary 63-65K + Commission *Experience... ...position based out of Fort Worth, TX 76109. *Pay and Benefits*The pay range...Permanent employment$100k - $110k
...Sign in to set job alerts for “Financial Planner” roles. Fort Worth, TX $100,000.00-$125,000.00 2 weeks ago Wealth Advisors Operations... ...Finance - $5,000 sign on incentive Financial Center Consultant II (Banker) - Stephenville Dallas-Fort Worth Metroplex $70,000.00-$100,000...Full timeInternship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker - Lake Worth Branch - Lake Worth, TX. Be the first to apply!


