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Relationship Banker - Financial District Market - San Francisco, CA at JPMC Candidate Experience page
San Francisco, California, United States - Full Time
Skills Needed
Sales Experience, Client Relationship Management, Communication Skills, Problem Solving, Financial Knowledge, Attention To Detail, Technology Solutions, Regulatory Compliance, Customer Service, Consultative Communication, Team Collaboration, Product Knowledge, Listening Skills, Client Education, Risk Management, Time Management
Specialization
Candidates must have at least 1 year of sales experience in retail banking or related fields and possess strong communication skills. A high school diploma or equivalent is required, along with the ability to obtain necessary financial licenses.
Relationship Banker - La Jolla Village Center Branch - La Jolla, CA at JPMC Candidate Experience page
San Diego, California, United States - Full Time
Skills Needed
Sales Experience, Client Relationship Management, Communication Skills, Problem Solving, Financial Knowledge, Technology Solutions, Attention To Detail, Regulatory Compliance, Customer Service, Consultative Communication, Team Collaboration, Product Knowledge, Listening Skills, Client Education, Risk Management, Hospitality
Specialization
Candidates must have at least 1 year of sales experience in retail banking or related fields, along with a high school diploma or equivalent. Licenses such as the Securities Industry Essential (SIE) exam and FINRA Series 6 are required within 180 days of hire.
Birbank-Aparıcı Auditor (CoE-Əməliyyat, Komplayens və Davamlı Audit) at PASHA Holding
Baku, Absheron, Azerbaijan - Full Time
Skills Needed
Audit Procedures, Analytical Thinking, Compliance Knowledge, Sql Proficiency, Risk Assessment, Team Collaboration, Problem Solving, Report Preparation, Data Analysis, Project Management, Communication Skills, Attention To Detail, Internal Audit Experience, Continuous Audit Approaches, Business Process Understanding, Professional Certification
Specialization
A bachelor's degree in economics or law is required, along with a minimum of 4 years of relevant experience, including at least 2 years in an audit function. Knowledge of compliance requirements and experience in operational risk assessment are essential.
Experience Required
Minimum 2 year(s)
VP – Transaction Banking Digital Channels Identity Product Manager at MUFG
New York, New York, United States - Full Time
Skills Needed
Client Access Management, User Authentication, Portal Administration, System Integration, Single Sign On, Product Strategy, Roadmap Development, Customer Experience, Multi Factor Authentication, Cash Management, Technical Proficiency, Agile Development, Digital Product Development, Communication Skills, Problem Solving, Leadership Skills
Specialization
Candidates should have 8+ years of experience in digital channels software design and development, with a degree in graphic design, computer science, technology, or engineering preferred. Strong organization, communication skills, and a creative problem-solving mindset are essential.
Experience Required
Minimum 10 year(s)
Internship - Investment Banking Analyst, Charlotte, NC (Summer 2027) at Baird
Charlotte, North Carolina, United States - Full Time
Skills Needed
Analytical Support, Mergers And Acquisitions, Financial Advisory, Company Valuations, Financial Models, Marketing Materials, Business Development, Research, Analysis, Client Meetings, Team Collaboration, Communication Skills, Mathematical Skills, Work Ethic, Resilience, Independence
Specialization
Candidates must be currently enrolled in a bachelor's degree program with a graduation date of winter 2027 or spring 2028. A passion for finance, strong work ethic, and the ability to work collaboratively are essential.
BSA Specialist at Atlantic Community Bankers Bank
Camp Hill, Pennsylvania, United States - Full Time
Skills Needed
Attention To Detail, Analytical Ability, Fact Finding Skills, Organizational Skills, Time Management Skills, Written Communication Skills, Verbal Communication Skills, Team Collaboration, Independent Work, Bsa/Aml Regulations, Automated Transaction Monitoring Systems, Risk Assessment, Documentation Skills, Regulatory Compliance, Customer Due Diligence, Fraud Detection
Specialization
Candidates must have a high school diploma or equivalent, strong communication skills, and proficiency in Microsoft Office. Preferred qualifications include two or more years of banking experience and familiarity with BSA/AML regulations.
Loan Documentation Representative II at Atlantic Community Bankers Bank
Camp Hill, Pennsylvania, United States - Full Time
Skills Needed
Loan Documentation, Risk Management, Attention To Detail, Communication Skills, Team Collaboration, Data Entry, File Management, Post Closing Reviews, Interpersonal Skills, Mathematics Skills, Business Coursework, Documentation Systems, Customer Service, Problem Solving, Organizational Skills, Time Management
Specialization
Candidates must have a high school diploma or equivalent with an emphasis in business coursework, along with proficient reading, writing, and mathematics skills. Preferred qualifications include specialized bank lending education and at least two years of related experience.
Experience Required
Minimum 2 year(s)
Collections Executive-RELATIONSHIP BANKING GROUP-Recovery Common Cost Alloc at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Collection, Customer Convincing, Quality Portfolio, Teamwork, Challenge Acceptance, Responsibility
Specialization
Candidates should have a passion for collection and the ability to convince customers to pay on the bank's terms. A willingness to take on challenges and responsibilities is essential.
UX Design III-SUPPORT SERVICES-Digital-IT at Kotak Mahindra Bank
, , - Full Time
Skills Needed
User Research, Data Analysis, Wireframing, Prototyping, Design Tools, Communication, Leadership, Ui Design, Enterprise Level Products
Specialization
Candidates should have 7+ years of experience or an equivalent advanced degree. Proficiency in design tools and strong communication skills are essential.
Experience Required
Minimum 10 year(s)
Relationship Manager-NEW CAR FINANCE-Sales at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Dealer Channel Management, Mis, Written Communication, Verbal Communication, Team Management, Service Orientation, Pdd Management, Cross Selling, Fee Based Income, Infant Management
Specialization
Candidates should have a minimum of 3-5 years of experience in asset products, preferably in auto loans. Strong communication skills and the ability to manage dealer relationships are essential.
Experience Required
Minimum 2 year(s)
Relationship Manager-PRIME VISHWAAS-Sales at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Auto Loans, Sales, Training, Team Management, Business Development, Customer Relationship Management, Market Analysis, Product Knowledge, Policy Understanding, Competitor Analysis, Motivation, Recruitment, Promotional Activities, Quality Sourcing, Portfolio Management, Client Introduction
Specialization
The role requires the ability to recruit, train, and motivate a sales team to achieve targets. Additionally, maintaining knowledge of bank products and resolving customer queries is essential.
Experience Required
Minimum 2 year(s)
Gold Loan Relationship Officer-LOANS AGAINST GOLD-Marketing Branches Operat at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Customer Orientation, Interpersonal Skills, Sales Mindset, Gold Loan Products, Branch Operations
Specialization
The ideal candidate should possess strong interpersonal skills and a sales mindset. A good understanding of gold loan products and branch operations is also required.
Operations Executive-SUPPORT SERVICES-Operations at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Iam Program Development, Policy Implementation, User Access Management, Compliance Monitoring, Risk Assessment, Auditing, Incident Investigation, Corrective Actions
Specialization
The role requires performing risk assessments and audits, as well as investigating incidents and recommending corrective actions. Experience in support services operations is likely beneficial.
Experience Required
Minimum 2 year(s)
HO Product Manager - Household-HO & SUPPORT-HO House Hold at Kotak Mahindra Bank
, , - Full Time
Skills Needed
N/A
Specialization
Candidates should have relevant experience in product management. Strong analytical and communication skills are essential.
Experience Required
Minimum 2 year(s)
Relationship Manager-PRIME VISHWAAS-Sales at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Auto Loans, Sales Performance, Training, Business Promotion, Credit Interaction, Competitor Analysis, Client Relationship, Team Motivation, Product Knowledge, Customer Queries, Revenue Growth, Account Management, Market Strategy, Team Management, Empanelment, Direct Sales
Specialization
Candidates should have experience in sales and team management, with a focus on auto loans. Strong knowledge of banking products and the ability to develop customer relationships are essential.
Experience Required
Minimum 2 year(s)
Area Collection Manager-Two Wheeler Business-Collection at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Leadership, Business Acumen, Collections, Team Management, Results Driven
Specialization
Candidates should have a proven track record in collections and demonstrate strong business acumen. Experience in leading teams and achieving results is essential.
Experience Required
Minimum 5 year(s)
Sky Service Cards - RM-Sky Channel-Contact Centre Inbound at Kotak Mahindra Bank
, , - Full Time
Skills Needed
N/A
Specialization
Candidates should have a strong customer service orientation and the ability to handle inquiries professionally. Previous experience in a contact center environment is preferred.
Territory Business Manager-SBE-Small Business Enterprise-Sales at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Team Leadership, Loan Sales, Healthcare Knowledge, Financial Solutions, Cross Selling, Relationship Building, Process Improvement, Portfolio Growth
Specialization
The ideal candidate will have strong knowledge of the local market, particularly in healthcare. They will work closely with various stakeholders to acquire new customers.
Experience Required
Minimum 5 year(s)
Area Business Manager-Acquisition-SME-Sales at Kotak Mahindra Bank
, , - Full Time
Skills Needed
N/A
Specialization
Candidates should have experience in sales management and a strong understanding of the SME market. Excellent communication and leadership skills are essential.
Experience Required
Minimum 2 year(s)
Relationship Manager-Bharat Business-Bharat Business Loans-Sales at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Customer Service, Business Development, Credit Analysis, Loan Against Property, Affordable Housing Loans, Relationship Management
Experience Required
Minimum 2 year(s)
Relationship Banker - Financial District Market - San Francisco, CA at JPMC Candidate Experience page
San Francisco, California, United States -
Full Time


Start Date

Immediate

Expiry Date

27 Jan, 26

Salary

0.0

Posted On

29 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Sales Experience, Client Relationship Management, Communication Skills, Problem Solving, Financial Knowledge, Attention to Detail, Technology Solutions, Regulatory Compliance, Customer Service, Consultative Communication, Team Collaboration, Product Knowledge, Listening Skills, Client Education, Risk Management, Time Management

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 FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
Responsibilities
As a Relationship Banker, you will manage and retain client relationships while providing tailored financial solutions. You will deliver exceptional service and educate clients on banking technology and products.
Relationship Banker - Financial District Market - San Francisco, CA at JPMC Candidate Experience page
San Francisco, California, United States - Full Time
Skills Needed
Sales Experience, Client Relationship Management, Communication Skills, Problem Solving, Financial Knowledge, Attention To Detail, Technology Solutions, Regulatory Compliance, Customer Service, Consultative Communication, Team Collaboration, Product Knowledge, Listening Skills, Client Education, Risk Management, Time Management
Specialization
Candidates must have at least 1 year of sales experience in retail banking or related fields and possess strong communication skills. A high school diploma or equivalent is required, along with the ability to obtain necessary financial licenses.
Relationship Banker - La Jolla Village Center Branch - La Jolla, CA at JPMC Candidate Experience page
San Diego, California, United States - Full Time
Skills Needed
Sales Experience, Client Relationship Management, Communication Skills, Problem Solving, Financial Knowledge, Technology Solutions, Attention To Detail, Regulatory Compliance, Customer Service, Consultative Communication, Team Collaboration, Product Knowledge, Listening Skills, Client Education, Risk Management, Hospitality
Specialization
Candidates must have at least 1 year of sales experience in retail banking or related fields, along with a high school diploma or equivalent. Licenses such as the Securities Industry Essential (SIE) exam and FINRA Series 6 are required within 180 days of hire.
Birbank-Aparıcı Auditor (CoE-Əməliyyat, Komplayens və Davamlı Audit) at PASHA Holding
Baku, Absheron, Azerbaijan - Full Time
Skills Needed
Audit Procedures, Analytical Thinking, Compliance Knowledge, Sql Proficiency, Risk Assessment, Team Collaboration, Problem Solving, Report Preparation, Data Analysis, Project Management, Communication Skills, Attention To Detail, Internal Audit Experience, Continuous Audit Approaches, Business Process Understanding, Professional Certification
Specialization
A bachelor's degree in economics or law is required, along with a minimum of 4 years of relevant experience, including at least 2 years in an audit function. Knowledge of compliance requirements and experience in operational risk assessment are essential.
Experience Required
Minimum 2 year(s)
VP – Transaction Banking Digital Channels Identity Product Manager at MUFG
New York, New York, United States - Full Time
Skills Needed
Client Access Management, User Authentication, Portal Administration, System Integration, Single Sign On, Product Strategy, Roadmap Development, Customer Experience, Multi Factor Authentication, Cash Management, Technical Proficiency, Agile Development, Digital Product Development, Communication Skills, Problem Solving, Leadership Skills
Specialization
Candidates should have 8+ years of experience in digital channels software design and development, with a degree in graphic design, computer science, technology, or engineering preferred. Strong organization, communication skills, and a creative problem-solving mindset are essential.
Experience Required
Minimum 10 year(s)
Internship - Investment Banking Analyst, Charlotte, NC (Summer 2027) at Baird
Charlotte, North Carolina, United States - Full Time
Skills Needed
Analytical Support, Mergers And Acquisitions, Financial Advisory, Company Valuations, Financial Models, Marketing Materials, Business Development, Research, Analysis, Client Meetings, Team Collaboration, Communication Skills, Mathematical Skills, Work Ethic, Resilience, Independence
Specialization
Candidates must be currently enrolled in a bachelor's degree program with a graduation date of winter 2027 or spring 2028. A passion for finance, strong work ethic, and the ability to work collaboratively are essential.
BSA Specialist at Atlantic Community Bankers Bank
Camp Hill, Pennsylvania, United States - Full Time
Skills Needed
Attention To Detail, Analytical Ability, Fact Finding Skills, Organizational Skills, Time Management Skills, Written Communication Skills, Verbal Communication Skills, Team Collaboration, Independent Work, Bsa/Aml Regulations, Automated Transaction Monitoring Systems, Risk Assessment, Documentation Skills, Regulatory Compliance, Customer Due Diligence, Fraud Detection
Specialization
Candidates must have a high school diploma or equivalent, strong communication skills, and proficiency in Microsoft Office. Preferred qualifications include two or more years of banking experience and familiarity with BSA/AML regulations.
Loan Documentation Representative II at Atlantic Community Bankers Bank
Camp Hill, Pennsylvania, United States - Full Time
Skills Needed
Loan Documentation, Risk Management, Attention To Detail, Communication Skills, Team Collaboration, Data Entry, File Management, Post Closing Reviews, Interpersonal Skills, Mathematics Skills, Business Coursework, Documentation Systems, Customer Service, Problem Solving, Organizational Skills, Time Management
Specialization
Candidates must have a high school diploma or equivalent with an emphasis in business coursework, along with proficient reading, writing, and mathematics skills. Preferred qualifications include specialized bank lending education and at least two years of related experience.
Experience Required
Minimum 2 year(s)
Collections Executive-RELATIONSHIP BANKING GROUP-Recovery Common Cost Alloc at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Collection, Customer Convincing, Quality Portfolio, Teamwork, Challenge Acceptance, Responsibility
Specialization
Candidates should have a passion for collection and the ability to convince customers to pay on the bank's terms. A willingness to take on challenges and responsibilities is essential.
UX Design III-SUPPORT SERVICES-Digital-IT at Kotak Mahindra Bank
, , - Full Time
Skills Needed
User Research, Data Analysis, Wireframing, Prototyping, Design Tools, Communication, Leadership, Ui Design, Enterprise Level Products
Specialization
Candidates should have 7+ years of experience or an equivalent advanced degree. Proficiency in design tools and strong communication skills are essential.
Experience Required
Minimum 10 year(s)
Relationship Manager-NEW CAR FINANCE-Sales at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Dealer Channel Management, Mis, Written Communication, Verbal Communication, Team Management, Service Orientation, Pdd Management, Cross Selling, Fee Based Income, Infant Management
Specialization
Candidates should have a minimum of 3-5 years of experience in asset products, preferably in auto loans. Strong communication skills and the ability to manage dealer relationships are essential.
Experience Required
Minimum 2 year(s)
Relationship Manager-PRIME VISHWAAS-Sales at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Auto Loans, Sales, Training, Team Management, Business Development, Customer Relationship Management, Market Analysis, Product Knowledge, Policy Understanding, Competitor Analysis, Motivation, Recruitment, Promotional Activities, Quality Sourcing, Portfolio Management, Client Introduction
Specialization
The role requires the ability to recruit, train, and motivate a sales team to achieve targets. Additionally, maintaining knowledge of bank products and resolving customer queries is essential.
Experience Required
Minimum 2 year(s)
Gold Loan Relationship Officer-LOANS AGAINST GOLD-Marketing Branches Operat at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Customer Orientation, Interpersonal Skills, Sales Mindset, Gold Loan Products, Branch Operations
Specialization
The ideal candidate should possess strong interpersonal skills and a sales mindset. A good understanding of gold loan products and branch operations is also required.
Operations Executive-SUPPORT SERVICES-Operations at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Iam Program Development, Policy Implementation, User Access Management, Compliance Monitoring, Risk Assessment, Auditing, Incident Investigation, Corrective Actions
Specialization
The role requires performing risk assessments and audits, as well as investigating incidents and recommending corrective actions. Experience in support services operations is likely beneficial.
Experience Required
Minimum 2 year(s)
HO Product Manager - Household-HO & SUPPORT-HO House Hold at Kotak Mahindra Bank
, , - Full Time
Skills Needed
N/A
Specialization
Candidates should have relevant experience in product management. Strong analytical and communication skills are essential.
Experience Required
Minimum 2 year(s)
Relationship Manager-PRIME VISHWAAS-Sales at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Auto Loans, Sales Performance, Training, Business Promotion, Credit Interaction, Competitor Analysis, Client Relationship, Team Motivation, Product Knowledge, Customer Queries, Revenue Growth, Account Management, Market Strategy, Team Management, Empanelment, Direct Sales
Specialization
Candidates should have experience in sales and team management, with a focus on auto loans. Strong knowledge of banking products and the ability to develop customer relationships are essential.
Experience Required
Minimum 2 year(s)
Area Collection Manager-Two Wheeler Business-Collection at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Leadership, Business Acumen, Collections, Team Management, Results Driven
Specialization
Candidates should have a proven track record in collections and demonstrate strong business acumen. Experience in leading teams and achieving results is essential.
Experience Required
Minimum 5 year(s)
Sky Service Cards - RM-Sky Channel-Contact Centre Inbound at Kotak Mahindra Bank
, , - Full Time
Skills Needed
N/A
Specialization
Candidates should have a strong customer service orientation and the ability to handle inquiries professionally. Previous experience in a contact center environment is preferred.
Territory Business Manager-SBE-Small Business Enterprise-Sales at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Team Leadership, Loan Sales, Healthcare Knowledge, Financial Solutions, Cross Selling, Relationship Building, Process Improvement, Portfolio Growth
Specialization
The ideal candidate will have strong knowledge of the local market, particularly in healthcare. They will work closely with various stakeholders to acquire new customers.
Experience Required
Minimum 5 year(s)
Area Business Manager-Acquisition-SME-Sales at Kotak Mahindra Bank
, , - Full Time
Skills Needed
N/A
Specialization
Candidates should have experience in sales management and a strong understanding of the SME market. Excellent communication and leadership skills are essential.
Experience Required
Minimum 2 year(s)
Relationship Manager-Bharat Business-Bharat Business Loans-Sales at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Customer Service, Business Development, Credit Analysis, Loan Against Property, Affordable Housing Loans, Relationship Management
Experience Required
Minimum 2 year(s)
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