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Relationship Banker - Southern CO, Colorado Springs CO at JPMC Candidate Experience page
Colorado Springs, Colorado, United States - Full Time
Skills Needed
Client Relationship Management, Sales, Financial Knowledge, Consultative Communication, Client Experience, Issue Resolution, Attention To Detail, Risk Management, Compliance, Technology Education, Product Knowledge, Collaboration
Specialization
A minimum of one year of successful sales experience in Retail Banking or Financial Services is required, along with excellent communication skills and the ability to resolve client issues effectively. Applicants must also obtain specific licenses (SIE, Series 6, state registration, Life licenses) within 180 days of hire if not already held.
Market Director Banking - Fresno Market - Fresno, CA at JPMC Candidate Experience page
Fresno, California, United States - Full Time
Skills Needed
Branch Management, Coaching, Talent Retention, Deposit Growth, Investment Balance Growth, Customer Acquisition, Expense Management, Risk Mitigation, Compliance, Relationship Building, Collaboration, Initiative, Urgency, Consumer Credit Knowledge, Commercial Credit Knowledge, Financial Planning
Specialization
Candidates must possess 5+ years of Branch management or related leadership experience, along with a high school degree or foreign equivalent. Required capabilities include a proven track record in coaching high-performing sales teams, translating financial market knowledge, and demonstrating relationship-building skills across different lines of business.
Experience Required
Minimum 5 year(s)
Remote Manager, Canadian Commercial Banking Strategy at Jobgether
, , Canada - Full Time
Skills Needed
Strategy Development, Business Direction, Senior Leadership Collaboration, Initiative Execution, Strategic Insights, Business Case Development, Resource Allocation, Execution Roadmaps, Market Analysis, Competitive Research, Performance Monitoring, Problem Solving, Cross Functional Team Leadership, External Networking, Banking Products Understanding, Client Segmentation
Specialization
Candidates need at least 5 years of relevant experience, preferably with 2+ years in management consulting, ideally within banking or financial services. A strong understanding of banking products, client segmentation, and business strategy is required, along with the ability to distill complex data into compelling insights.
Experience Required
Minimum 5 year(s)
Banking Specialist - Corporate Actions Processing DE at AVALOQ ASIA PTE LTD
Berlin, , Germany - Full Time
Skills Needed
Corporate Actions Processing, Service Level Agreements, Instruction Deadlines, Custodians, Withholding Tax, Reconciliation, Inquiries, Back Office, Team Player, Communication Skills, Organisational Skills, German Fluency, English Proficiency
Specialization
Candidates need first professional experience in a bank's back office and must possess full professional fluency in German along with very good English skills. The role requires flexibility, a willingness to learn, good teamwork, and the ability to work independently in a fast-paced, complex environment.
Kundenberater Versicherungen Bankenvertrieb (m/w/d) at R V Allgemeine Versicherung AG
Himmelreich, Bavaria, Germany - Full Time
Skills Needed
Insurance Consulting, Sales, Customer Relationship Management, Needs Analysis, Communication, Mentoring, Financial Services, Relationship Building
Specialization
Candidates should have a completed education, ideally in a commercial field, and initial experience in sales. Strong interpersonal skills and a customer-oriented mindset are essential for success in this role.
Personal Banking Advisor - Westfield Airport West, VIC at Westpac Group
Melbourne, Victoria, Australia - Full Time
Skills Needed
Customer Service, Sales, Phone Based Communication, Target Achievement, Resilience, Numerical Capability, Cash Handling, Financial Transactions, Accuracy, Banking Procedures, Banking Technologies, Relationship Management
Specialization
Candidates should have customer service and sales experience, along with the ability to work towards targets and handle financial transactions accurately. A vibrant personality, willingness to learn new banking technologies, and resilience in challenging situations are essential.
D365 Finance Functional Consultant- South Bank, QLD at Flight Centre
, Queensland, Australia - Full Time
Skills Needed
D365 Finance & Operations, General Ledger, Accounts Payable, Accounts Receivable, Financial Reporting, Configuration, Implementation, Testing, Quality Assurance, Change Management, Hypercare, Troubleshooting, Confluence, Jira, Power Platform, Azure
Specialization
Candidates should ideally hold a Bachelor of Accounting or Finance degree and possess 1-2 years of experience with ERP systems like D365 F&O, SAP, Oracle, or NetSuite. A foundational understanding of core finance processes and a strong desire to build D365 functional expertise are essential.
Administrative Assistant, Commercial & Investment Bank at JPMC Candidate Experience page
Tokyo, , Japan - Full Time
Skills Needed
Calendar Management, Meeting Arrangement, Expense Reporting, Invoice Processing, Travel Coordination, Confidentiality, Organizational Skills, Adaptability, Interpersonal Skills, Communication Skills, Problem Solving, Critical Thinking, Attention To Detail, Independent Judgment, Escalation, Stakeholder Coordination
Specialization
Candidates must possess significant experience as an Assistant, demonstrating adaptability and the ability to handle multiple priorities using excellent organizational skills. Required capabilities include strong partnership skills, the ability to work collaboratively under pressure to meet tight deadlines, and meticulous attention to detail when handling confidential information.
Experience Required
Minimum 5 year(s)
Casual Sales Assistant | SHERIDAN Outlet | Bankstown at Hanes Australia Pty Limited
Sydney, New South Wales, Australia - Full Time
Skills Needed
Customer Service, Sales, Merchandising, Stock Replenishment, Communication, Retail Operations, Product Knowledge, Kpi Achievement
Specialization
The role requires an enthusiastic individual with the flexibility to work day, night, and weekend shifts across a Monday to Sunday roster. Candidates should be capable of delivering high-quality service and managing retail stock effectively.
Part Time Associate Banker Sarasota South (30 hours) at JPMC Candidate Experience page
Parrish, Florida, United States - Full Time
Skills Needed
Client Service, Hospitality, Relationship Building, Product Knowledge, Financial Technology, Transaction Assistance, Account Opening, Regulatory Compliance, Technology Education, Cash Handling, Issue Resolution, Team Collaboration, Attention To Detail, Active Listening, Empathy
Specialization
Candidates must be able to prioritize clients by delivering attentive and friendly service, building trusted relationships through genuine care, and engaging clients clearly to resolve issues effectively. A high school diploma or GED equivalent is required, along with prior client service or comparable experience.
Part Time Associate Banker Naples Market (30 hours) at JPMC Candidate Experience page
Naples, Florida, United States - Full Time
Skills Needed
Client Service, Hospitality, Relationship Building, Product Knowledge, Financial Technology, Transaction Assistance, Account Opening, Technology Education, Active Listening, Empathy, Issue Resolution, Team Collaboration, Cash Handling, Attention To Detail, Learning Ability
Specialization
Candidates must be able to prioritize clients by delivering attentive and friendly service, and demonstrate the ability to build trusted relationships through genuine care. A high school diploma or GED equivalent is required, along with prior client service or comparable experience.
Senior Management & Technology Consultant - Banking at Celonis
London, England, United Kingdom - Full Time
Skills Needed
Process Intelligence, Value Engineering, Business Case Development, Proof Of Value Projects, Value Workshops, Stakeholder Management, Data Analysis, Business Process Improvement, Saas Applications, Rpa, Bi Tools, Python, Sql, Project Management, Consulting, Banking Industry Expertise
Specialization
Candidates must have experience in an analytical, customer-facing role (like Solution Consulting or Management Consulting) focused on demonstrating value through data analysis and process improvement, ideally within a Business Software/SaaS context. Required technical knowledge includes Business Software/SaaS applications (like SAP), RPA/BI Tools experience, and familiarity with Python and/or SQL, alongside deep expertise in the Banking industry.
Experience Required
Minimum 5 year(s)
Kundenberater Versicherungen Bankenvertrieb (m/w/d) at RV Versicherung AG
Marktheidenfeld, Bavaria, Germany - Full Time
Skills Needed
Insurance Solutions, Customer Needs Assessment, Personal Consultation, Digital Consultation, Customer Relationship Management, Sales, Commercial Background, Customer Orientation, Communication Skills, Onboarding Program, Mentoring
Specialization
This position is open to career starters or career changers, supported by a comprehensive training and mentoring program to ensure a quick and successful start. Candidates should ideally have a commercial background and some initial sales experience, coupled with a good sense for customer needs and strong interpersonal skills.
Relationship Banker - Georgia Northwest - Marietta, GA at JPMC Candidate Experience page
Marietta, Georgia, United States - Full Time
Skills Needed
Relationship Management, Sales, Financial Consulting, Customer Service, Communication, Banking Solutions, Regulatory Compliance, Problem Solving, Attention To Detail, Technology Adoption, Financial Literacy, Client Acquisition
Specialization
Candidates must have at least one year of sales experience in financial services and possess or be willing to obtain necessary industry licenses like the SIE and Series 6. A high school diploma or GED is required, and the role involves working branch hours including weekends and evenings.
Deputy Branch Manager-Inbound-Branch Banking-Service at Kotak Mahindra Bank
Mumbai, , India - Full Time
Skills Needed
Branch Banking, Call Center Management, Leadership, Customer Service, Strategic Thinking, Communication, Problem Solving, Customer Relationship Management, Crm Systems, Data Analysis, Decision Making, Organizational Skills, Attention To Detail, Team Collaboration, Interpersonal Skills
Specialization
Candidates must hold a bachelor's degree in business, finance, or a related field. A minimum of 3 years of experience in customer service or call center management, preferably within the banking industry, is required.
Experience Required
Minimum 2 year(s)
Premier Banking Manager - Kantor Pontianak Tanjungpura at OCBC
Pontianak, West Kalimantan, Indonesia - Full Time
Skills Needed
Sales, Customer Service, Premier Banking, Prospecting, Cross Selling, Banking Operations, Communication Skills, Networking, Business Development
Specialization
Candidates must hold at least a bachelor's degree and possess a minimum of 5 years of experience in banking marketing, specifically with Premier Banking products. Strong communication skills and an extensive professional network are also required for this role.
Experience Required
Minimum 5 year(s)
Head, SME Banking - Sales Performance Management MY at CIMB Group Malaysia
Kuala Lumpur, Kuala Lumpur, Malaysia - Full Time
Skills Needed
Sales Management, Sales Performance Management, Campaign Management, Data Analysis, Training Strategies, Performance Reviews, Business Acumen, Communication Skills, Presentation Skills, Interpersonal Skills, Strategic Planning, Budget Management, Sales Metrics, Recruitment, Onboarding, Leadership
Specialization
Candidates must hold a bachelor's degree in business or a related field and possess proven experience in sales management and leadership. Strong analytical skills, business acumen, and excellent communication abilities are essential for this role.
Experience Required
Minimum 5 year(s)
Investment Specialist-Kotak Private Banking-GIFT City at Kotak Mahindra Bank
Gandhinagar, gujarat, India - Full Time
Skills Needed
Investment Advisory, Private Banking, Wealth Management, Offshore Investments, Lrs, Fema Regulations, Asset Allocation, Portfolio Construction, Business Development, Relationship Management, Market Analysis, Financial Compliance, Client Engagement, Risk Profiling, Structured Products, Investment Products
Specialization
Candidates must have 5–12 years of relevant experience in investments, private banking, or wealth management with a strong understanding of offshore structures and regulatory frameworks. A graduate degree is mandatory, while professional qualifications like MBA, CA, CFA, or CFP are preferred.
Experience Required
Minimum 5 year(s)
Investment Specialist-Kotak Private Banking-GIFT City at Kotak Mahindra Bank
Gandhinagar, gujarat, India - Full Time
Skills Needed
Investment Advisory, Private Banking, Wealth Management, Offshore Investments, Lrs, Fema Regulations, Asset Allocation, Portfolio Construction, Business Development, Relationship Management, Market Analysis, Financial Compliance, Client Engagement, Investment Products, Risk Profiling
Specialization
Candidates must have 5–12 years of relevant experience in investments, private banking, or wealth management with a strong understanding of offshore structures and regulatory frameworks. A graduate degree is mandatory, while an MBA, CA, CFA, or equivalent professional certification is highly preferred.
Experience Required
Minimum 5 year(s)
Vice President- Product Marketing, Global Private Bank at JPMC Candidate Experience page
New York, New York, United States - Full Time
Skills Needed
Product Marketing, Strategic Planning, Digital Content Creation, Financial Services, Wealth Management, Storytelling, Data Analytics, Stakeholder Management, Market Insights, Campaign Optimization, Ai Tools, Automation, Client Centric Marketing, Project Management, Communication
Specialization
Candidates must have at least 8 years of marketing experience, preferably within financial services or wealth management, and possess exceptional storytelling and stakeholder management skills. A bachelor's degree is required, along with a demonstrated ability to leverage data and emerging technologies to optimize marketing performance.
Experience Required
Minimum 10 year(s)
Relationship Banker - Southern CO, Colorado Springs CO at JPMC Candidate Experience page
Colorado Springs, Colorado, United States -
Full Time


Start Date

Immediate

Expiry Date

08 Jun, 26

Salary

27.88

Posted On

10 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Client Relationship Management, Sales, Financial Knowledge, Consultative Communication, Client Experience, Issue Resolution, Attention To Detail, Risk Management, Compliance, Technology Education, Product Knowledge, Collaboration

Industry

Financial Services

Description
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:  http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default [https://mortgage.nationwidelicensingsystem.org/SAFE/sitepages/default.aspx?secureweb=WINWORD&secureweb=Teams] 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.  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 [https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans 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. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Responsibilities
The Relationship Banker will lead in acquiring, managing, and retaining client relationships by providing attentive service and using financial knowledge to offer tailored solutions. Responsibilities include exceeding client expectations, proactively meeting with clients, and educating them on technology solutions.
Relationship Banker - Southern CO, Colorado Springs CO at JPMC Candidate Experience page
Colorado Springs, Colorado, United States - Full Time
Skills Needed
Client Relationship Management, Sales, Financial Knowledge, Consultative Communication, Client Experience, Issue Resolution, Attention To Detail, Risk Management, Compliance, Technology Education, Product Knowledge, Collaboration
Specialization
A minimum of one year of successful sales experience in Retail Banking or Financial Services is required, along with excellent communication skills and the ability to resolve client issues effectively. Applicants must also obtain specific licenses (SIE, Series 6, state registration, Life licenses) within 180 days of hire if not already held.
Market Director Banking - Fresno Market - Fresno, CA at JPMC Candidate Experience page
Fresno, California, United States - Full Time
Skills Needed
Branch Management, Coaching, Talent Retention, Deposit Growth, Investment Balance Growth, Customer Acquisition, Expense Management, Risk Mitigation, Compliance, Relationship Building, Collaboration, Initiative, Urgency, Consumer Credit Knowledge, Commercial Credit Knowledge, Financial Planning
Specialization
Candidates must possess 5+ years of Branch management or related leadership experience, along with a high school degree or foreign equivalent. Required capabilities include a proven track record in coaching high-performing sales teams, translating financial market knowledge, and demonstrating relationship-building skills across different lines of business.
Experience Required
Minimum 5 year(s)
Remote Manager, Canadian Commercial Banking Strategy at Jobgether
, , Canada - Full Time
Skills Needed
Strategy Development, Business Direction, Senior Leadership Collaboration, Initiative Execution, Strategic Insights, Business Case Development, Resource Allocation, Execution Roadmaps, Market Analysis, Competitive Research, Performance Monitoring, Problem Solving, Cross Functional Team Leadership, External Networking, Banking Products Understanding, Client Segmentation
Specialization
Candidates need at least 5 years of relevant experience, preferably with 2+ years in management consulting, ideally within banking or financial services. A strong understanding of banking products, client segmentation, and business strategy is required, along with the ability to distill complex data into compelling insights.
Experience Required
Minimum 5 year(s)
Banking Specialist - Corporate Actions Processing DE at AVALOQ ASIA PTE LTD
Berlin, , Germany - Full Time
Skills Needed
Corporate Actions Processing, Service Level Agreements, Instruction Deadlines, Custodians, Withholding Tax, Reconciliation, Inquiries, Back Office, Team Player, Communication Skills, Organisational Skills, German Fluency, English Proficiency
Specialization
Candidates need first professional experience in a bank's back office and must possess full professional fluency in German along with very good English skills. The role requires flexibility, a willingness to learn, good teamwork, and the ability to work independently in a fast-paced, complex environment.
Kundenberater Versicherungen Bankenvertrieb (m/w/d) at R V Allgemeine Versicherung AG
Himmelreich, Bavaria, Germany - Full Time
Skills Needed
Insurance Consulting, Sales, Customer Relationship Management, Needs Analysis, Communication, Mentoring, Financial Services, Relationship Building
Specialization
Candidates should have a completed education, ideally in a commercial field, and initial experience in sales. Strong interpersonal skills and a customer-oriented mindset are essential for success in this role.
Personal Banking Advisor - Westfield Airport West, VIC at Westpac Group
Melbourne, Victoria, Australia - Full Time
Skills Needed
Customer Service, Sales, Phone Based Communication, Target Achievement, Resilience, Numerical Capability, Cash Handling, Financial Transactions, Accuracy, Banking Procedures, Banking Technologies, Relationship Management
Specialization
Candidates should have customer service and sales experience, along with the ability to work towards targets and handle financial transactions accurately. A vibrant personality, willingness to learn new banking technologies, and resilience in challenging situations are essential.
D365 Finance Functional Consultant- South Bank, QLD at Flight Centre
, Queensland, Australia - Full Time
Skills Needed
D365 Finance & Operations, General Ledger, Accounts Payable, Accounts Receivable, Financial Reporting, Configuration, Implementation, Testing, Quality Assurance, Change Management, Hypercare, Troubleshooting, Confluence, Jira, Power Platform, Azure
Specialization
Candidates should ideally hold a Bachelor of Accounting or Finance degree and possess 1-2 years of experience with ERP systems like D365 F&O, SAP, Oracle, or NetSuite. A foundational understanding of core finance processes and a strong desire to build D365 functional expertise are essential.
Administrative Assistant, Commercial & Investment Bank at JPMC Candidate Experience page
Tokyo, , Japan - Full Time
Skills Needed
Calendar Management, Meeting Arrangement, Expense Reporting, Invoice Processing, Travel Coordination, Confidentiality, Organizational Skills, Adaptability, Interpersonal Skills, Communication Skills, Problem Solving, Critical Thinking, Attention To Detail, Independent Judgment, Escalation, Stakeholder Coordination
Specialization
Candidates must possess significant experience as an Assistant, demonstrating adaptability and the ability to handle multiple priorities using excellent organizational skills. Required capabilities include strong partnership skills, the ability to work collaboratively under pressure to meet tight deadlines, and meticulous attention to detail when handling confidential information.
Experience Required
Minimum 5 year(s)
Casual Sales Assistant | SHERIDAN Outlet | Bankstown at Hanes Australia Pty Limited
Sydney, New South Wales, Australia - Full Time
Skills Needed
Customer Service, Sales, Merchandising, Stock Replenishment, Communication, Retail Operations, Product Knowledge, Kpi Achievement
Specialization
The role requires an enthusiastic individual with the flexibility to work day, night, and weekend shifts across a Monday to Sunday roster. Candidates should be capable of delivering high-quality service and managing retail stock effectively.
Part Time Associate Banker Sarasota South (30 hours) at JPMC Candidate Experience page
Parrish, Florida, United States - Full Time
Skills Needed
Client Service, Hospitality, Relationship Building, Product Knowledge, Financial Technology, Transaction Assistance, Account Opening, Regulatory Compliance, Technology Education, Cash Handling, Issue Resolution, Team Collaboration, Attention To Detail, Active Listening, Empathy
Specialization
Candidates must be able to prioritize clients by delivering attentive and friendly service, building trusted relationships through genuine care, and engaging clients clearly to resolve issues effectively. A high school diploma or GED equivalent is required, along with prior client service or comparable experience.
Part Time Associate Banker Naples Market (30 hours) at JPMC Candidate Experience page
Naples, Florida, United States - Full Time
Skills Needed
Client Service, Hospitality, Relationship Building, Product Knowledge, Financial Technology, Transaction Assistance, Account Opening, Technology Education, Active Listening, Empathy, Issue Resolution, Team Collaboration, Cash Handling, Attention To Detail, Learning Ability
Specialization
Candidates must be able to prioritize clients by delivering attentive and friendly service, and demonstrate the ability to build trusted relationships through genuine care. A high school diploma or GED equivalent is required, along with prior client service or comparable experience.
Senior Management & Technology Consultant - Banking at Celonis
London, England, United Kingdom - Full Time
Skills Needed
Process Intelligence, Value Engineering, Business Case Development, Proof Of Value Projects, Value Workshops, Stakeholder Management, Data Analysis, Business Process Improvement, Saas Applications, Rpa, Bi Tools, Python, Sql, Project Management, Consulting, Banking Industry Expertise
Specialization
Candidates must have experience in an analytical, customer-facing role (like Solution Consulting or Management Consulting) focused on demonstrating value through data analysis and process improvement, ideally within a Business Software/SaaS context. Required technical knowledge includes Business Software/SaaS applications (like SAP), RPA/BI Tools experience, and familiarity with Python and/or SQL, alongside deep expertise in the Banking industry.
Experience Required
Minimum 5 year(s)
Kundenberater Versicherungen Bankenvertrieb (m/w/d) at RV Versicherung AG
Marktheidenfeld, Bavaria, Germany - Full Time
Skills Needed
Insurance Solutions, Customer Needs Assessment, Personal Consultation, Digital Consultation, Customer Relationship Management, Sales, Commercial Background, Customer Orientation, Communication Skills, Onboarding Program, Mentoring
Specialization
This position is open to career starters or career changers, supported by a comprehensive training and mentoring program to ensure a quick and successful start. Candidates should ideally have a commercial background and some initial sales experience, coupled with a good sense for customer needs and strong interpersonal skills.
Relationship Banker - Georgia Northwest - Marietta, GA at JPMC Candidate Experience page
Marietta, Georgia, United States - Full Time
Skills Needed
Relationship Management, Sales, Financial Consulting, Customer Service, Communication, Banking Solutions, Regulatory Compliance, Problem Solving, Attention To Detail, Technology Adoption, Financial Literacy, Client Acquisition
Specialization
Candidates must have at least one year of sales experience in financial services and possess or be willing to obtain necessary industry licenses like the SIE and Series 6. A high school diploma or GED is required, and the role involves working branch hours including weekends and evenings.
Deputy Branch Manager-Inbound-Branch Banking-Service at Kotak Mahindra Bank
Mumbai, , India - Full Time
Skills Needed
Branch Banking, Call Center Management, Leadership, Customer Service, Strategic Thinking, Communication, Problem Solving, Customer Relationship Management, Crm Systems, Data Analysis, Decision Making, Organizational Skills, Attention To Detail, Team Collaboration, Interpersonal Skills
Specialization
Candidates must hold a bachelor's degree in business, finance, or a related field. A minimum of 3 years of experience in customer service or call center management, preferably within the banking industry, is required.
Experience Required
Minimum 2 year(s)
Premier Banking Manager - Kantor Pontianak Tanjungpura at OCBC
Pontianak, West Kalimantan, Indonesia - Full Time
Skills Needed
Sales, Customer Service, Premier Banking, Prospecting, Cross Selling, Banking Operations, Communication Skills, Networking, Business Development
Specialization
Candidates must hold at least a bachelor's degree and possess a minimum of 5 years of experience in banking marketing, specifically with Premier Banking products. Strong communication skills and an extensive professional network are also required for this role.
Experience Required
Minimum 5 year(s)
Head, SME Banking - Sales Performance Management MY at CIMB Group Malaysia
Kuala Lumpur, Kuala Lumpur, Malaysia - Full Time
Skills Needed
Sales Management, Sales Performance Management, Campaign Management, Data Analysis, Training Strategies, Performance Reviews, Business Acumen, Communication Skills, Presentation Skills, Interpersonal Skills, Strategic Planning, Budget Management, Sales Metrics, Recruitment, Onboarding, Leadership
Specialization
Candidates must hold a bachelor's degree in business or a related field and possess proven experience in sales management and leadership. Strong analytical skills, business acumen, and excellent communication abilities are essential for this role.
Experience Required
Minimum 5 year(s)
Investment Specialist-Kotak Private Banking-GIFT City at Kotak Mahindra Bank
Gandhinagar, gujarat, India - Full Time
Skills Needed
Investment Advisory, Private Banking, Wealth Management, Offshore Investments, Lrs, Fema Regulations, Asset Allocation, Portfolio Construction, Business Development, Relationship Management, Market Analysis, Financial Compliance, Client Engagement, Risk Profiling, Structured Products, Investment Products
Specialization
Candidates must have 5–12 years of relevant experience in investments, private banking, or wealth management with a strong understanding of offshore structures and regulatory frameworks. A graduate degree is mandatory, while professional qualifications like MBA, CA, CFA, or CFP are preferred.
Experience Required
Minimum 5 year(s)
Investment Specialist-Kotak Private Banking-GIFT City at Kotak Mahindra Bank
Gandhinagar, gujarat, India - Full Time
Skills Needed
Investment Advisory, Private Banking, Wealth Management, Offshore Investments, Lrs, Fema Regulations, Asset Allocation, Portfolio Construction, Business Development, Relationship Management, Market Analysis, Financial Compliance, Client Engagement, Investment Products, Risk Profiling
Specialization
Candidates must have 5–12 years of relevant experience in investments, private banking, or wealth management with a strong understanding of offshore structures and regulatory frameworks. A graduate degree is mandatory, while an MBA, CA, CFA, or equivalent professional certification is highly preferred.
Experience Required
Minimum 5 year(s)
Vice President- Product Marketing, Global Private Bank at JPMC Candidate Experience page
New York, New York, United States - Full Time
Skills Needed
Product Marketing, Strategic Planning, Digital Content Creation, Financial Services, Wealth Management, Storytelling, Data Analytics, Stakeholder Management, Market Insights, Campaign Optimization, Ai Tools, Automation, Client Centric Marketing, Project Management, Communication
Specialization
Candidates must have at least 8 years of marketing experience, preferably within financial services or wealth management, and possess exceptional storytelling and stakeholder management skills. A bachelor's degree is required, along with a demonstrated ability to leverage data and emerging technologies to optimize marketing performance.
Experience Required
Minimum 10 year(s)
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