Private Client Banker - Park & 113th - Seminole, FL
JPMorgan Chase & Co.
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm 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 JPMorgan Chase, 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 JPMorgan Chase. Your continued employment in this position with JPMorgan Chase 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 JPMorgan Chase. 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.
$20 - $30 per hour
...Category Recreational Arts Instructors (Education & Instruction) Job Type Part-time, Contract Location Pinellas Park, FL Job Description We are hiring private music instructors, especially for Piano, for students in Pinellas Park, FL. Lessons can be conducted in...SuggestedHourly payContract workPart timeFor contractorsWork at officeFlexible hours- Koitecc Solutions is looking for a dedicated Private Client Banker based in New York. In this role, you will deliver excellent client service and manage banking relationships while adhering to regulatory requirements. The ideal candidate will have a strong background in...Private client
- Fairygodboss seeks a Private Client Banker based in the Town of Florida, New York, to create memorable banking experiences for affluent clients. In this role, you'll manage relationships, deliver financial solutions, and ensure client needs are met in a welcoming environment...Private client
- KeyCorp in Warwick, NY is seeking a Private Client Banker to act as a trusted advisor for clients with up to $2M in investable assets. This role entails delivering financial solutions, managing client relationships, and ensuring compliance with bank policies. The ideal...Private client
$25 - $38.46 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach...Private clientHourly payWork experience placementFlexible hoursDay shift- Registered Client Service Associate (Sarasota, FL) Join to apply for the Registered Client Service Associate (Sarasota, FL) role at Oppenheimer & Co.... ...management services. Job Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered...Private clientFull timeLocal area
- ...Therapist specialized in Skilled Nursing Facilities for a position in Seminole, Florida. The role requires valid licenses and 2 years of... ...team. The job offers numerous benefits, including private housing or a housing allowance, comprehensive health insurance,...
- Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing...Private clientTemporary workWork at officeImmediate start
- ...International Tax Associate Location: Miami, FL A leading international law firm is seeking an Associate to join its International Tax Practice in Miami. This role focuses on sophisticated private client matters, including US cross-border income tax and estate planning...Private client
- ...of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management,...Private client
$58.44k
...Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title: Personal Financial Counselor; Patrick SFB, FL Grade: 24 Work Experience - Required: Financial Counseling Work Experience - Preferred: None Education - Required: A combination...Contract workTemporary workWork experience placementWork at office$90k - $120k
...operated accounting and advisory firm in the Maitland, / North Orlando FL area. This is a firm that truly values work life balance, puts... ...daily tax prep and review work on multiple entities and VIP clients Very proficient with various tax software programs, Thompson...Private clientFull timeLocal areaMonday to FridayFlexible hours- GENERAL FUNCTION Selected candidates are intended to become a Retail Personal Banker I after completing a 4‑8 week onboarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program...Work experience placementWork at office
- A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will support clients in achieving their financial goals, from those just starting to save to high-net-worth individuals. Key responsibilities...Private clientFull time
- ...Highlights Represent regional and national clients across a range of commercial real estate... ...real estate, corporate, healthcare, and private client services Ideal Candidate JD from a... ...standing elsewhere and willing to sit for FL) Strong drafting skills and a detail-...Private clientWork at office
$70k - $90k
...Business Development Manager to grow our private‑pay home care business throughout Broward... ...care professionals Generate new private‑pay client referrals Represent Tradition Homecare at... ...to earn $120,000-$150,000+ annually. #J-18808-Ljbffr Tradition Home Health Care - FLPrivate clientLocal area- First Horizon Bank is seeking a Private Client Relationship Manager to provide depository, treasury management, and lending solutions to high net worth individuals. This role involves advising clients on managing their wealth, connecting them across various business lines...Private client
- ...provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth... ...and trust services.We are seeking a high potential candidate (“Private Bankers” or “PB”) to join our Sales Team in the Private Banking Group...Work at office
- Pinecrest, FL, United States and 1 more Job Information Job Identification 210714269 Job... ...Planning and Advice team as a Vice President, Private Wealth Planner. In this high‑impact role, you will partner with advisors and clients to deliver holistic, goals‑based planning...Private clientFull timeWork at office
- ...bill payment, prepaid Mastercard) Discounted company services (foreign exchange, Koodo services) Branch Location 3692 West Oakland Park Responsibilities Deliver results on store profitability goals Provide a quality customer sales experience through efficient execution...
- Relationship Manager III-Space Coast, FL Space Coast, FL Required Experience: Minimum of 7-10 years of experience in commercial real... ...portfolio of commercial real estate and commercial and industrial (C&I) client relationships, providing tailored financial solutions, and...Work experience placementBank staffWork at officeLocal areaFlexible hours
- ...Description: Pipe Foreman - Department: Field - Location: Apopka, FL Southland Construction, Inc. has been a general contractor... ...construction industry. We perform services for both public and private clients with jobs ranging from $200,000 to $100 million. We are...Private clientFull timeFor contractors
- JPMorganChase in New York is looking for a Relationship Manager to build and maintain high-net-worth client relationships across banking, lending, and investments. This role involves fostering trust and delivering exceptional client experiences while collaborating across...Private client
- JPMorgan Chase is seeking a Private Client Advisor to deliver exceptional financial planning and investment advice to clients in Florida. You will support individuals and families, providing holistic financial coaching and personalized solutions. The ideal candidate has...Private client
- A leading global financial services firm is looking for a Private Client Advisor to provide comprehensive financial planning and advice. You will build relationships with clients and offer tailored investment solutions, demonstrating strong integrity and understanding...Private client
- JPMorgan Chase is looking for a Private Client Advisor in New York to offer comprehensive financial planning and advice to clients. You will build relationships and provide tailored investment solutions while supporting their financial needs. Ideal candidates must have...Private client
- ...information technology, and related services to public agencies and private clients throughout the United States. JMT is currently ranked #45 on... ...Preferred Experience Bachelor's degree in civil engineering. FL PE. Working Conditions Work is performed within a general...Private clientContract workFor contractorsFor subcontractorH1bWork at office
- ...firm in the United States is seeking a Tax Senior Associate to manage tax compliance and consulting engagements for high-net-worth clients. You will mentor staff, review complex tax returns, and provide strategic tax planning services. A Bachelor's in Accounting is required...Private client
- A leading financial services firm seeks a Private Client Advisor in the Town of Florida, New York. This role involves offering financial planning and investment solutions to a diverse range of clients. Candidates should have at least 2 years of relevant experience and...Private client
- JPMorganChase is looking for a professional to manage high-net-worth client relationships across various banking services in the Town of Florida, New York. This role involves developing new client relationships, providing exceptional service, and ensuring clients' needs...Private client
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Banker - Park & 113th - Seminole, FL. Be the first to apply!

