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Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM 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.
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As a Communicated Dedicated Relationship Banker, you are responsible for managing an assigned portfolio of high value consumer and business customers across multiple bank branches. High School Diploma or GED and minimum of 2 years customer service and sales in banking, financial services or goal driven retail sales with an emphasis on investment or business lending and business sales experience.
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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.
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Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
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As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
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Required)Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals.
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The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking.
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Job Title: Investment Banker. Origination & Advisory is seeking to hire across the key Investment Banking Coverage & Advisory sectors. Relevant Investment Banking experience and robust knowledge of all IB products.
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We are looking to speak with an Investment Banker with strong deal sheet within the energy and infrastructure space interested in utilising their technical experience within an alternative industry in a role structuring coverage for clients involved in large scale and complex projects.
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Opportunity Bank of Montana is adding to our outstanding team with a Relationship Banker. As our Relationship Banker, you will be responsible for offering and recommending appropriate personal and business financial products and services to customers.
$16.81 - $26.46 an hourPart-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.
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Preferred) Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals.
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Additional responsibilities include the seamless delivery of Deposit Services, Brokerage, Investment management, Trust and Insurance services to high net worth clients and businesses. Thorough knowledge of client benefits offered by Brokerage, Investment management, Trust and Insurance products and services.
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In collaboration with branch management and internal business partners, uncover needs and make referrals to cross-sell products and services such as business loans, merchant, insurance, and investment services.
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