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Associate Relationship Banker - Lakeland North - Lakeland, FL at JPMC Candidate Experience page
Lakeland, Florida, United States - Full Time
Skills Needed
Client Service, Relationship Building, Consultative Communication, Financial Knowledge, Technology Solutions, Sales Experience, Issue Resolution, Risk Management, Compliance, Cash Management, Product Recommendation, Attention To Detail
Specialization
Candidates must have at least one year of sales experience in Retail Banking or Financial Services, demonstrating success in client acquisition and relationship deepening. A high school degree or GED is required, along with the ability to work branch hours, including weekends and some evenings.
Asst Product Sales Manager-BRANCH BANKING-POS (Point of Sale) at Kotak Mahindra Bank
, Andhra Pradesh, India - Full Time
Skills Needed
Sales, Lead Generation, Client Acquisition, Relationship Management, Negotiation, Kyc Compliance, Performance Reporting, Sales Trend Analysis, Merchant Acquiring, Pos Terminals, Bharat Qr Solutions, Digital Payments
Specialization
The candidate must be a proactive sales professional capable of identifying market opportunities and delivering customized payment solutions to merchants. Key duties involve negotiating pricing, maintaining high service standards, generating performance reports, and analyzing sales trends to enhance revenue and client retention.
Experience Required
Minimum 2 year(s)
Part Time Associate Banker Northeast Miami South (30 Hours) at JPMC Candidate Experience page
Miami Beach, 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, Attention To Detail, Team Collaboration, Quick Learning
Specialization
Candidates must be able to put clients first by delivering attentive and friendly service, building trusted relationships, and effectively resolving client issues with attention to detail. A High School Diploma or GED equivalent is required, along with prior client service or comparable experience.
Relationship Banker - Golden Gate Market - San Francisco, CA at JPMC Candidate Experience page
San Francisco, California, United States - Full Time
Skills Needed
Client Relationship Management, Sales, Financial Knowledge, Consultative Communication, Client Service, Technology Education, Product Knowledge, Compliance Adherence, Issue Resolution, Risk Management
Specialization
Candidates must possess at least one year of proven sales experience in Retail Banking or Financial Services, along with excellent communication and client issue resolution skills. Minimum requirements include a high school degree and obtaining specific licenses (SIE, Series 6, state registration, Life licenses) within 180 days of hire.
Premier Relationship Manager-Digital Banking Kotak 811-Sales at Kotak Mahindra Bank
, gujarat, India - Full Time
Skills Needed
Relationship Management, Customer Acquisition, High Net Worth Individuals (Hnwi), Digital Banking, Personalized Engagement, Product Offerings, Cross Selling, Query Resolution, Proactive Communication, Consultative Approach
Specialization
This position requires a strong customer orientation, high energy, and a consultative approach to relationship management for serving HNI clients in digital banking. The role necessitates working closely with internal teams to provide seamless financial solutions and conduct special sales initiatives.
Experience Required
Minimum 2 year(s)
Part Time Associate Banker Northeast Miami South (30 Hours) at JPMC Candidate Experience page
Miami Beach, Florida, United States - Full Time
Skills Needed
Client Service, Hospitality, Relationship Building, Product Knowledge, Financial Goals Achievement, Technology Education, Transaction Assistance, Account Opening, Policy Compliance, Cash Handling, Issue Resolution, Attention To Detail, Team Collaboration, Quick Learning
Specialization
Candidates must be able to prioritize clients, exceed expectations with attentive and friendly service, and build trusted relationships through genuine care. A High School Diploma or GED equivalent is required, along with prior client service or comparable experience.
Part Time Associate Banker Tampa Bay SW Pinellas (30 hours) at JPMC Candidate Experience page
Pinellas Park, 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, Cash Handling, Problem Resolution, Attention To Detail, Team Collaboration, Procedure Adherence
Specialization
Candidates must be able to put clients first by delivering attentive and friendly service and building trusted relationships through genuine care and clear communication. A High school diploma or GED equivalent is required, along with client service experience or comparable experience.
Private Client Banker - Wyckoff, NJ - NJ Bergen East Market at JPMC Candidate Experience page
Wyckoff, New Jersey, United States - Full Time
Skills Needed
Relationship Building, Customer Service, Client Acquisition, Relationship Management, Proactive Approach, Financial Advice, Self Service Options Setup, Regulatory Compliance, Team Collaboration, Communication Skills, Mortgage Banking, Business Relationship Management
Specialization
Candidates must demonstrate success using a value-added, relationship-oriented approach for client acquisition and deepening relationships, with a minimum of one year of Branch Banking or equivalent financial services experience showing success in acquisition and revenue generation. Required licenses (SIE, FINRA Series 6/7, state registrations, Life licenses) must be obtained within 180 days if not already held, and a high school diploma or equivalent is mandatory.
Financial Analysis Associate - Lending Private Bank CFO Team at JPMC Candidate Experience page
Plano, Texas, United States - Full Time
Skills Needed
Financial Analysis, Lending Products, Profitability Analytics, Forecasting, Ad Hoc Analytics, Data Analysis, Excel, Communication, Judgment, Discretion, Teamwork, Sql, Alteryx, Tableau, Python
Specialization
Candidates must possess 3+ years of experience, with required experience in Lending products, strong analytical skills for handling large datasets, and proficiency in Excel. The role demands the ability to communicate confidently with management and work effectively in a fast-paced, demanding environment.
Experience Required
Minimum 2 year(s)
Relationship Banker - Golden Gate Market - San Francisco, CA at JPMC Candidate Experience page
San Francisco, California, United States - Full Time
Skills Needed
Client Relationship Management, Sales, Financial Knowledge, Consultative Communication, Client Experience Elevation, Issue Resolution, Risk Management, Compliance Adherence, Technology Education, Product Knowledge, Collaboration, Hospitality, Attention To Detail, Securities Industry Essential (Sie) Exam, Finra Series 6, Life Licenses
Specialization
Candidates must have at least one year of proven sales experience in Retail Banking or Financial Services, excellent communication skills, and the ability to quickly resolve client issues while adhering to risk parameters. Minimum licensing requirements include obtaining the SIE, Series 6, and Life licenses within 180 days of hire if not already held.
Financial Analysis Associate - Lending Private Bank CFO Team at JPMC Candidate Experience page
Plano, Texas, United States - Full Time
Skills Needed
Financial Analysis, Lending Products, Profitability Analytics, Forecasting, Ad Hoc Analytics, Data Analysis, Excel, Communication, Judgment, Discretion, Teamwork, Sql, Alteryx, Tableau, Python
Specialization
Candidates must possess 3+ years of experience, with required experience in Lending products, strong analytical skills for handling large datasets, and proficiency in Excel. The role demands the ability to communicate confidently with management and work effectively in a fast-paced, demanding environment.
Experience Required
Minimum 2 year(s)
Corporate & Investment Banking -Trade Operation - Associate at JPMC Candidate Experience page
Pudong, Shanghai, China - Full Time
Skills Needed
Trade Finance, Transaction Allocation, Reconciliation, Workflow Management, Customer Enquiries Resolution, Process Improvement, Pboc/Safe/Nfra Reporting, Ucp Rules, Ofac Regulations, Communication, Customer Contact Techniques, Mandarin, Multitasking
Specialization
Candidates must possess a minimum of 5 years of Trade Finance experience, preferably at a foreign bank, along with a solid understanding of PBOC/SAFE/NFRA regulations and deep knowledge of UCP Rules, international trade, and OFAC regulations. Fluency in both English and Mandarin is required, as is the ability to manage multiple tasks effectively.
Experience Required
Minimum 5 year(s)
Part Time Associate Banker Tampa Bay SW Pinellas (30 hours) at JPMC Candidate Experience page
Pinellas Park, 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, Cash Handling, Problem Resolution, Attention To Detail, Team Collaboration, Procedure Adherence
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 understand and resolve issues effectively. A High school diploma or GED equivalent is required, along with prior client service experience or comparable experience.
Private Client Banker - Hernando - Hernando, MS (New Build) at JPMC Candidate Experience page
Hernando, Mississippi, United States - Full Time
Skills Needed
Relationship Building, Client Acquisition, Financial Advice, Product Knowledge, Self Service Setup, Regulatory Compliance, Proactive Management, Referral Solicitation, Team Partnership, Communication Skills
Specialization
Candidates must demonstrate success in acquiring and deepening client relationships using a value-added approach, requiring at least one year of Branch Banking or equivalent financial services experience with proven success in acquisition and revenue generation. Specific securities licenses (SIE, Series 6/7, state registrations, Life licenses) are required or must be obtained within 180 days, alongside adherence to all regulatory requirements.
Business Analyst – Wholesale Banking - Immediate Requirement at Jobs for Humanity
Muscat, Muscat Governorate, Oman - Full Time
Skills Needed
Business Analysis, Wholesale Banking, Digital Transformation, Requirements Elicitation, Brd, Functional Specifications, User Stories, Process Mapping, Uat Support, Change Management, Corporate Banking, Transaction Banking, Trade Finance, Lending Systems, Stakeholder Management, Vendor Management
Specialization
Candidates must possess a minimum of 7+ years of experience as a Business Analyst within banking or financial services, with strong exposure to Wholesale Banking systems such as Corporate Banking, Transaction Banking, Trade Finance, and Lending. A Business Analysis certification is preferred, and candidates with previous GCC experience available to join quickly are favored.
Experience Required
Minimum 5 year(s)
Union Client Relationship Consultant 3 (Banker) Farwell, WI at Elavon, Inc.
Shorewood, Wisconsin, United States - Full Time
Skills Needed
Client Relationship Building, Proactive Outreach, Digital First Mindset, Needs Assessment, Product Demonstration, Loan Products, Deposit Products, Account Management, Credit Application Submission, Service Requests Processing, Digital Product Education, Operational Excellence, Nmls Registration, Customer Service, Interpersonal Skills, Sales Campaigns
Specialization
A minimum of four to five years of retail banking experience or equivalent training is required, along with a high school diploma or equivalent. This position mandates National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act, which requires passing criminal background and credit checks.
Experience Required
Minimum 2 year(s)
Consumer Bank Channel Marketing - Product, Senior Associate at JPMC Candidate Experience page
Columbus, Ohio, United States - Full Time
Skills Needed
Product Management, Product Development, User Research, Data Analytics, Data Literacy, Journey Mapping, Market Analysis, Strategic Product Roadmap, Requirements Definition, Stakeholder Management, Ai Solutions, Product Metrics
Specialization
Requires at least 3 years of experience in product management or a relevant domain. Candidates must possess a strong understanding of the product development life cycle and data analytics.
Experience Required
Minimum 2 year(s)
Relationship Banker-California St Branch- San Francisco, CA at JPMC Candidate Experience page
San Francisco, California, United States - Full Time
Skills Needed
Relationship Management, Sales, Customer Service, Financial Consulting, Communication, Problem Solving, Attention To Detail, Banking Regulations, Compliance, Technology Solutions, Financial Knowledge, Client Acquisition
Specialization
Candidates must have at least one year of sales experience in retail banking or financial services and possess a high school diploma or equivalent. The role requires obtaining necessary industry licenses such as the SIE, Series 6, and state registrations within 180 days of hire.
Audit Manager, Vice President - Commercial Investment Banking at JPMC Candidate Experience page
Plano, Texas, United States - Full Time
Skills Needed
Audit Planning, Risk Assessment, Internal Controls, Financial Services, Trading Businesses, Securitized Products, Public Finance, Trading Lifecycle, Product Control, Data Analytics, Regulatory Compliance, Project Leadership, Communication, Analytical Skills, Multitasking
Specialization
Candidates must have at least 7 years of internal or external auditing experience and a bachelor's degree. Proficiency in trading business risks, securitized products, and the front-to-back trading lifecycle is required.
Experience Required
Minimum 5 year(s)
Client Relationship Consultant 3 (Banker) Hendersonville TN at Elavon, Inc.
Hendersonville, Tennessee, United States - Full Time
Skills Needed
Customer Relationship Management, Retail Banking, Financial Counseling, Digital Banking Products, Sales, Proactive Outreach, Account Opening, Credit Application Processing, Interpersonal Skills, Communication, Problem Solving, Operational Excellence, Nmls Registration, Financial Needs Assessment
Specialization
Candidates must have a high school diploma or equivalent and at least four to five years of retail banking experience. The role requires NMLS registration and the ability to pass criminal and credit background checks.
Experience Required
Minimum 2 year(s)
Associate Relationship Banker - Lakeland North - Lakeland, FL at JPMC Candidate Experience page
Lakeland, Florida, United States -
Full Time

Start Date

Immediate

Expiry Date

27 May, 26

Salary

0.0

Posted On

26 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Client Service, Relationship Building, Consultative Communication, Financial Knowledge, Technology Solutions, Sales Experience, Issue Resolution, Risk Management, Compliance, Cash Management, Product Recommendation, Attention To Detail

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 an Associate 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 welcome and assist clients that walk into our branches 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. 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. Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. 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. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. 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. 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 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 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 Associate Relationship Banker will welcome and assist clients in the branch, using financial knowledge to offer thoughtful solutions to meet their needs and contribute to branch success. Key duties include delivering attentive service, engaging in consultative communication, educating clients on technology, and building lasting relationships with assigned clients.
Associate Relationship Banker - Lakeland North - Lakeland, FL at JPMC Candidate Experience page
Lakeland, Florida, United States - Full Time
Skills Needed
Client Service, Relationship Building, Consultative Communication, Financial Knowledge, Technology Solutions, Sales Experience, Issue Resolution, Risk Management, Compliance, Cash Management, Product Recommendation, Attention To Detail
Specialization
Candidates must have at least one year of sales experience in Retail Banking or Financial Services, demonstrating success in client acquisition and relationship deepening. A high school degree or GED is required, along with the ability to work branch hours, including weekends and some evenings.
Asst Product Sales Manager-BRANCH BANKING-POS (Point of Sale) at Kotak Mahindra Bank
, Andhra Pradesh, India - Full Time
Skills Needed
Sales, Lead Generation, Client Acquisition, Relationship Management, Negotiation, Kyc Compliance, Performance Reporting, Sales Trend Analysis, Merchant Acquiring, Pos Terminals, Bharat Qr Solutions, Digital Payments
Specialization
The candidate must be a proactive sales professional capable of identifying market opportunities and delivering customized payment solutions to merchants. Key duties involve negotiating pricing, maintaining high service standards, generating performance reports, and analyzing sales trends to enhance revenue and client retention.
Experience Required
Minimum 2 year(s)
Part Time Associate Banker Northeast Miami South (30 Hours) at JPMC Candidate Experience page
Miami Beach, 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, Attention To Detail, Team Collaboration, Quick Learning
Specialization
Candidates must be able to put clients first by delivering attentive and friendly service, building trusted relationships, and effectively resolving client issues with attention to detail. A High School Diploma or GED equivalent is required, along with prior client service or comparable experience.
Relationship Banker - Golden Gate Market - San Francisco, CA at JPMC Candidate Experience page
San Francisco, California, United States - Full Time
Skills Needed
Client Relationship Management, Sales, Financial Knowledge, Consultative Communication, Client Service, Technology Education, Product Knowledge, Compliance Adherence, Issue Resolution, Risk Management
Specialization
Candidates must possess at least one year of proven sales experience in Retail Banking or Financial Services, along with excellent communication and client issue resolution skills. Minimum requirements include a high school degree and obtaining specific licenses (SIE, Series 6, state registration, Life licenses) within 180 days of hire.
Premier Relationship Manager-Digital Banking Kotak 811-Sales at Kotak Mahindra Bank
, gujarat, India - Full Time
Skills Needed
Relationship Management, Customer Acquisition, High Net Worth Individuals (Hnwi), Digital Banking, Personalized Engagement, Product Offerings, Cross Selling, Query Resolution, Proactive Communication, Consultative Approach
Specialization
This position requires a strong customer orientation, high energy, and a consultative approach to relationship management for serving HNI clients in digital banking. The role necessitates working closely with internal teams to provide seamless financial solutions and conduct special sales initiatives.
Experience Required
Minimum 2 year(s)
Part Time Associate Banker Northeast Miami South (30 Hours) at JPMC Candidate Experience page
Miami Beach, Florida, United States - Full Time
Skills Needed
Client Service, Hospitality, Relationship Building, Product Knowledge, Financial Goals Achievement, Technology Education, Transaction Assistance, Account Opening, Policy Compliance, Cash Handling, Issue Resolution, Attention To Detail, Team Collaboration, Quick Learning
Specialization
Candidates must be able to prioritize clients, exceed expectations with attentive and friendly service, and build trusted relationships through genuine care. A High School Diploma or GED equivalent is required, along with prior client service or comparable experience.
Part Time Associate Banker Tampa Bay SW Pinellas (30 hours) at JPMC Candidate Experience page
Pinellas Park, 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, Cash Handling, Problem Resolution, Attention To Detail, Team Collaboration, Procedure Adherence
Specialization
Candidates must be able to put clients first by delivering attentive and friendly service and building trusted relationships through genuine care and clear communication. A High school diploma or GED equivalent is required, along with client service experience or comparable experience.
Private Client Banker - Wyckoff, NJ - NJ Bergen East Market at JPMC Candidate Experience page
Wyckoff, New Jersey, United States - Full Time
Skills Needed
Relationship Building, Customer Service, Client Acquisition, Relationship Management, Proactive Approach, Financial Advice, Self Service Options Setup, Regulatory Compliance, Team Collaboration, Communication Skills, Mortgage Banking, Business Relationship Management
Specialization
Candidates must demonstrate success using a value-added, relationship-oriented approach for client acquisition and deepening relationships, with a minimum of one year of Branch Banking or equivalent financial services experience showing success in acquisition and revenue generation. Required licenses (SIE, FINRA Series 6/7, state registrations, Life licenses) must be obtained within 180 days if not already held, and a high school diploma or equivalent is mandatory.
Financial Analysis Associate - Lending Private Bank CFO Team at JPMC Candidate Experience page
Plano, Texas, United States - Full Time
Skills Needed
Financial Analysis, Lending Products, Profitability Analytics, Forecasting, Ad Hoc Analytics, Data Analysis, Excel, Communication, Judgment, Discretion, Teamwork, Sql, Alteryx, Tableau, Python
Specialization
Candidates must possess 3+ years of experience, with required experience in Lending products, strong analytical skills for handling large datasets, and proficiency in Excel. The role demands the ability to communicate confidently with management and work effectively in a fast-paced, demanding environment.
Experience Required
Minimum 2 year(s)
Relationship Banker - Golden Gate Market - San Francisco, CA at JPMC Candidate Experience page
San Francisco, California, United States - Full Time
Skills Needed
Client Relationship Management, Sales, Financial Knowledge, Consultative Communication, Client Experience Elevation, Issue Resolution, Risk Management, Compliance Adherence, Technology Education, Product Knowledge, Collaboration, Hospitality, Attention To Detail, Securities Industry Essential (Sie) Exam, Finra Series 6, Life Licenses
Specialization
Candidates must have at least one year of proven sales experience in Retail Banking or Financial Services, excellent communication skills, and the ability to quickly resolve client issues while adhering to risk parameters. Minimum licensing requirements include obtaining the SIE, Series 6, and Life licenses within 180 days of hire if not already held.
Financial Analysis Associate - Lending Private Bank CFO Team at JPMC Candidate Experience page
Plano, Texas, United States - Full Time
Skills Needed
Financial Analysis, Lending Products, Profitability Analytics, Forecasting, Ad Hoc Analytics, Data Analysis, Excel, Communication, Judgment, Discretion, Teamwork, Sql, Alteryx, Tableau, Python
Specialization
Candidates must possess 3+ years of experience, with required experience in Lending products, strong analytical skills for handling large datasets, and proficiency in Excel. The role demands the ability to communicate confidently with management and work effectively in a fast-paced, demanding environment.
Experience Required
Minimum 2 year(s)
Corporate & Investment Banking -Trade Operation - Associate at JPMC Candidate Experience page
Pudong, Shanghai, China - Full Time
Skills Needed
Trade Finance, Transaction Allocation, Reconciliation, Workflow Management, Customer Enquiries Resolution, Process Improvement, Pboc/Safe/Nfra Reporting, Ucp Rules, Ofac Regulations, Communication, Customer Contact Techniques, Mandarin, Multitasking
Specialization
Candidates must possess a minimum of 5 years of Trade Finance experience, preferably at a foreign bank, along with a solid understanding of PBOC/SAFE/NFRA regulations and deep knowledge of UCP Rules, international trade, and OFAC regulations. Fluency in both English and Mandarin is required, as is the ability to manage multiple tasks effectively.
Experience Required
Minimum 5 year(s)
Part Time Associate Banker Tampa Bay SW Pinellas (30 hours) at JPMC Candidate Experience page
Pinellas Park, 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, Cash Handling, Problem Resolution, Attention To Detail, Team Collaboration, Procedure Adherence
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 understand and resolve issues effectively. A High school diploma or GED equivalent is required, along with prior client service experience or comparable experience.
Private Client Banker - Hernando - Hernando, MS (New Build) at JPMC Candidate Experience page
Hernando, Mississippi, United States - Full Time
Skills Needed
Relationship Building, Client Acquisition, Financial Advice, Product Knowledge, Self Service Setup, Regulatory Compliance, Proactive Management, Referral Solicitation, Team Partnership, Communication Skills
Specialization
Candidates must demonstrate success in acquiring and deepening client relationships using a value-added approach, requiring at least one year of Branch Banking or equivalent financial services experience with proven success in acquisition and revenue generation. Specific securities licenses (SIE, Series 6/7, state registrations, Life licenses) are required or must be obtained within 180 days, alongside adherence to all regulatory requirements.
Business Analyst – Wholesale Banking - Immediate Requirement at Jobs for Humanity
Muscat, Muscat Governorate, Oman - Full Time
Skills Needed
Business Analysis, Wholesale Banking, Digital Transformation, Requirements Elicitation, Brd, Functional Specifications, User Stories, Process Mapping, Uat Support, Change Management, Corporate Banking, Transaction Banking, Trade Finance, Lending Systems, Stakeholder Management, Vendor Management
Specialization
Candidates must possess a minimum of 7+ years of experience as a Business Analyst within banking or financial services, with strong exposure to Wholesale Banking systems such as Corporate Banking, Transaction Banking, Trade Finance, and Lending. A Business Analysis certification is preferred, and candidates with previous GCC experience available to join quickly are favored.
Experience Required
Minimum 5 year(s)
Union Client Relationship Consultant 3 (Banker) Farwell, WI at Elavon, Inc.
Shorewood, Wisconsin, United States - Full Time
Skills Needed
Client Relationship Building, Proactive Outreach, Digital First Mindset, Needs Assessment, Product Demonstration, Loan Products, Deposit Products, Account Management, Credit Application Submission, Service Requests Processing, Digital Product Education, Operational Excellence, Nmls Registration, Customer Service, Interpersonal Skills, Sales Campaigns
Specialization
A minimum of four to five years of retail banking experience or equivalent training is required, along with a high school diploma or equivalent. This position mandates National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act, which requires passing criminal background and credit checks.
Experience Required
Minimum 2 year(s)
Consumer Bank Channel Marketing - Product, Senior Associate at JPMC Candidate Experience page
Columbus, Ohio, United States - Full Time
Skills Needed
Product Management, Product Development, User Research, Data Analytics, Data Literacy, Journey Mapping, Market Analysis, Strategic Product Roadmap, Requirements Definition, Stakeholder Management, Ai Solutions, Product Metrics
Specialization
Requires at least 3 years of experience in product management or a relevant domain. Candidates must possess a strong understanding of the product development life cycle and data analytics.
Experience Required
Minimum 2 year(s)
Relationship Banker-California St Branch- San Francisco, CA at JPMC Candidate Experience page
San Francisco, California, United States - Full Time
Skills Needed
Relationship Management, Sales, Customer Service, Financial Consulting, Communication, Problem Solving, Attention To Detail, Banking Regulations, Compliance, Technology Solutions, Financial Knowledge, Client Acquisition
Specialization
Candidates must have at least one year of sales experience in retail banking or financial services and possess a high school diploma or equivalent. The role requires obtaining necessary industry licenses such as the SIE, Series 6, and state registrations within 180 days of hire.
Audit Manager, Vice President - Commercial Investment Banking at JPMC Candidate Experience page
Plano, Texas, United States - Full Time
Skills Needed
Audit Planning, Risk Assessment, Internal Controls, Financial Services, Trading Businesses, Securitized Products, Public Finance, Trading Lifecycle, Product Control, Data Analytics, Regulatory Compliance, Project Leadership, Communication, Analytical Skills, Multitasking
Specialization
Candidates must have at least 7 years of internal or external auditing experience and a bachelor's degree. Proficiency in trading business risks, securitized products, and the front-to-back trading lifecycle is required.
Experience Required
Minimum 5 year(s)
Client Relationship Consultant 3 (Banker) Hendersonville TN at Elavon, Inc.
Hendersonville, Tennessee, United States - Full Time
Skills Needed
Customer Relationship Management, Retail Banking, Financial Counseling, Digital Banking Products, Sales, Proactive Outreach, Account Opening, Credit Application Processing, Interpersonal Skills, Communication, Problem Solving, Operational Excellence, Nmls Registration, Financial Needs Assessment
Specialization
Candidates must have a high school diploma or equivalent and at least four to five years of retail banking experience. The role requires NMLS registration and the ability to pass criminal and credit background checks.
Experience Required
Minimum 2 year(s)