Private Client Banker - (New Build) Lake Wylie - Lake Wylie, SC
Aumni
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: JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. We also offer a range of benefits and programs to meet employee needs, based on eligibility. 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. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans As a Private Client Banker, you are the point of contact for a select group of Chase’s clients as well as customers in the Branch. #J-18808-Ljbffr Aumni
- ...memorable experiences for our clients and employees, making them feel... ..., valued, and understood. We build lasting relationships by doing... ...inclusion. As a Relationship Banker in a Chase Branch, you will represent... ...success in establishing new clients, deepening relationships...New buildImmediate startAfternoon shift
- Cross Country Allied is seeking a travel Physical Therapy Assistant for a travel job in Lake Worth, Florida. This outpatient role supports PT in implementing treatment plans and interventions to achieve patient goals in a collaborative setting. Requirements include an...SuggestedDay shift
- JPMorganChase is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients and other customers, overseeing their complete banking relationship with a proactive, advisory approach. You will collaborate with Specialists to connect clients...Private clientWeekend workAfternoon shift
- JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and customers in the branch.... ...work flexible hours including weekends. The role emphasizes building trust, delivering education, and contributing to the firm’s...Private clientFlexible hours
- ...Relationship Banker FORT WORTH, Texas;Lake Worth, Texas; Fort Worth, Texas... ...to applying for any new position.... ...how we deliver for our clients, teammates, communities... ...operational excellence • Builds relationships with clients... .... Bank of America Private Bank is a division of...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$140k - $160k
...for an experienced Audit Manager to lead private company audit engagements and help shape... ...Serve as the trusted primary contact for clients, translating complex accounting and auditing... ..., proposal writing, and onboarding new clients to the firm's service model.Contribute...Private clientFull timeWork at officeRemote work- ...without congestion or traffic. Choose from fun outdoor adventures at lakes and rivers, as well as local charm at shops and eateries, plus... ...all professional & NCAA Division 1 sports \n OVERVIEW Join a private group with CRNA, using a Care Team Model. Will have support from...Local area
$10k
...in the United States with high-net-worth clients living in the UK? Come join our firm as an... ...a specialized approach focused on our private clients. With a firm structure that practices... ...will: Work with our UK clients to build a trusting and professional relationship...Private clientWork experience placementWork at officeWork from home- ...Brand Manager is responsible for building and strengthening the external... ...and opportunities that create new demand, deepen Southlake’s... ...service providers, corporations, private organizations, and other... ...relocation specialists, private client advisors, and other referral partners...Private clientLocal areaRelocation
- Momentum Financial Services Group in Lake Worth, TX, is seeking a sales-driven associate to deliver excellent customer service and financial solutions. You will handle transactions, assess customer needs, and promote Money Mart services in a busy retail environment. Ideal...
- JPMorgan Chase in Lake Worth, Texas, seeks an Associate Banker to deliver exceptional client experiences at the branch. You will greet clients, assist with accounts, and guide customers through Chase’s digital tools, while collaborating with teammates to reach branch goals...
- ...service, involving receipt and payment of cash, while working in a high volume, sales environment. Evaluate customer relationships, new and existing account holders, to offer bank products and services. Follow established policies in accordance with the bank and the supervisors...Work experience placementWork at officeFlexible hoursAfternoon shift
- ...and documenting processes across locations. You’ll collaborate with HR, IT, and department leaders to ensure system access and successful new-hire integration, while building playbooks and competency checklists for ongoing development. #J-18808-Ljbffr SERVPRO Team ShawNew build
- Join to apply for the Client Experience Group Manager role at Risk Strategies Company 2 days... ...includes responsibility for processing new data or changes into the various systems,... ...Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive...Private clientFull time
- ...hiring, onboarding, and mentoring new and existing personal trainers... ...for a prospective training client; Shadows previously trained... ...personal trainers while they build clientele Responsible for promoting... ...previous experience training private clients Knowledge of...Private clientFull timeWork at officeFlexible hoursWeekend workAfternoon shiftEarly shift
- FNBT is seeking a customer-focused teller to handle cash transactions and provide friendly banking service in a busy branch in Texas. You will assist customers with deposits, withdrawals, and account inquiries while promoting bank products and services in both English and...
- ...in the United States is seeking a Relationship Banker to represent our brand and culture with hospitality and client care. You will lead in acquiring, managing, and... ...support the branch’s success. The role requires building trust through consultative communication,...
- JPMorganChase in Texas seeks a Relationship Banker at a Chase Branch to deliver hospitality, build lasting client relationships, and guide customers with banking solutions and digital tools. You will meet clients in person and by phone, educate them on Chase Mobile App...
- JPMorganChase & Co. in Texas is seeking a Relationship Banker in a Chase Branch to represent the brand with hospitality, acquire and manage client relationships, and provide thoughtful financial solutions. You will leverage technology and banking solutions to enhance the...Weekend workAfternoon shift
- First National Bank Texas is seeking a Teller to provide exceptional customer service while handling cash in a high-volume branch. You will evaluate customer relationships, cross-sell bank products, process deposits and withdrawals, and maintain accurate records. Bilingual...
- JPMorganChase is seeking a Relationship Banker at a Chase Branch to deliver exceptional client experiences and build lasting client relationships. You will use banking solutions and technology to tailor recommendations, support clients' financial needs, and contribute...Flexible hoursAfternoon shift
- ...serve as the primary advisor for a portfolio of high-net-worth clients, providing proactive guidance across investment management and... ...financial planning needs. You will strengthen client retention by building trusted relationships and leading regular portfolio reviews,...
- ...influence stakeholders to make data driven hiring decisions Working with strategic partners to drive diversity hiring and create new pathways to build pipeline Improving assessment selection the hiring process and candidate experience and working with the leaders across...New buildFull timeWork at officeLocal area
- ...individuals for a career in financial advising with high-net-worth clients. You’ll develop relationships, assess financial goals, and... ...practical experience within an in-office culture, preparing you to build a productive practice and achieve personal career growth. #J-18...Work at office
$350k
...hiking, boating ~ Excellent public and private schools ~ Excellent family community... ...tax! ~2 country clubs, 6 surrounding lakes ~ Texarkana, Texas offers the charm... ...less physician competition, allowing new practices to build patient bases quickly. Additionally,...New buildH1bVisa sponsorshipFlexible hours- ...seeking a Home Care Sales Consultant in Lake Worth, FL to drive revenue by... ...networking. The role focuses on private-pay home care and hospice sales, building partnerships with hospitals, physicians... ...targets, and deliver exceptional client service, working with clinical and...
- ...We are seeking Helpers and caregivers for private, non-medical senior care in North... ...looking for private helpers/ caregivers for clients on Herewith, a free online platform that... ...profile so that you can continue to apply for new jobs in your area, as well as manage your...Private clientFull timeTemporary workPart timeFlexible hours
- ...urgently seeking helpers and caregivers for private, non-medical senior care in Keller, Texas... ...for private helpers/caregivers for clients on Herewith, a free online platform that... ...you'll receive instant notifications for new job postings and have the flexibility to...Private clientFull timeTemporary workPart timeStart working today
- ...committee and staff" includes key volunteer care, recruiting, team building and training, supervision and vision casting. Meet with your... ...area leadership on a regular basis. Learn to recruit and train new leaders to build a leadership team that reflects the community....New buildFull timeSummer workWork at office
- You've spent years caring for clients. Now help lead their care. Client Care Coordinator | Care Crew Home Care | DFW... ...'ll use that experience in a bigger way. You'll assess new clients in their homes, help build their care plans with our Nurse Practitioner, and be the...New buildFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Banker - (New Build) Lake Wylie - Lake Wylie, SC. Be the first to apply!





