Finance associate jobs in Tulsa, OK

Angott Search Group is pleased to partner with a financial planning firm in Oklahoma, in their search for an Assistant Trader. This full-time, on-site role is essential for supporting the firm's day-to-day trading operations. You'll be involved in trade execution, order management, and portfolio rebalancing, working in a dynamic, fast-paced environment. You'll also work closely with the investment team to analyze market trends, contribute to the development of investment strategies, and ensure the firm's trading activities are executed efficiently. This position requires a high level of attention to detail and strong collaborative skills. What You'll Do Support daily trading activities, including executing trades and managing orders. Assist with portfolio rebalancing to align with investment strategies. Collaborate with the investment team to analyze market trends and contribute to strategy development. Work effectively with team members, ensuring seamless communication and support for all trading operations. Qualifications Strong analytical and problem-solving skills. Experience in trade execution and order management. Knowledge of financial markets and investment principles. Proficiency in trading platforms and portfolio management software. Excellent communication and interpersonal skills to work effectively in a team. Attention to detail with strong organizational skills. Bachelor's degree in Finance, Economics, or a related field. Series 65 Licensure. Experience with trading Mutual Funds, ETFs, Treasuries, and Options is preferred.

Thank you for exploring opportunities at Spherexx! Didn't spot your dream role because it's currently occupied? Or perhaps you're a student looking for an assessment of your resume to identify any skills gaps? Whatever your situation, we want to know about it. At Spherexx, we're continually growing and scouting for fresh talent. If you'd like a chance to be notified of exciting roles before they go public, this is your gateway. Submit your resume here, and our dedicated hiring team will ensure your details are aligned with upcoming positions that match your skills and aspirations. To help us get a better sense of your fit for potential roles, we might ask you to complete some job-specific questionnaires. This step will not only give you a head start but will also make our hiring process more seamless and efficient. Stay Connected! Follow us on LinkedIn and Facebook to be in the loop with all things Spherexx: Facebook: Spherexx Careers LinkedIn: Spherexx LinkedIn One Last Tip: During your job hunt, remember to check your spam folder regularly. Recruitment emails often end up there, and we wouldn't want you to miss out on a golden opportunity!

Full-time Description Background: Tulsa Responds began in 2020 as a joint effort between Tulsa Economic Development Corporation (TEDC), the George Kaiser Family Foundation (GKFF), Atento Capital, LLC (Atento Capital) and the City of Tulsa in an effort to help Tulsa's small businesses apply for emergency loans during COVID and has since evolved to provide a wide range of services to address needs in our community. Today, Tulsa Responds is dedicated to making a positive impact in the lives of low-income families by providing comprehensive enrollment services for key government benefits, free tax preparation services, and financial counseling. Our goal is to simplify and streamline the process of accessing essential programs that help families and individuals reach financial stability and independence. Position Summary: The Finance & Grants Administrator plays a critical role in managing the financial functions and grant administration of the organization. The role maintains deep understanding of contracts and grant/funding requirements, defines appropriate systems and procedures to manage and track performance, effectively analyzes data and translates to valuable insights, proactively utilizes financial & non-financial data to influence organizational/program strategies, ensuring compliance and overall financial stewardship. The Administrator works closely with the Management Team to facilitate and manage budgeting, forecasting, and reporting processes, and familiar with basic auditing practices to identify and address issues to ensure efficient operations within regulatory and donor guidelines. This position reports to the Director of Operations. Responsibilities / Essential Job Function: The following functions represent the majority of the duties performed by the position. The description is not meant to be all-inclusive or prevent other duties from being assigned when necessary: Financial Operations: Maintains depth of knowledge regarding TCF budgeting and accounting processes and systems, in alignment with TCF & GKFF financial resources and guidelines. Facilitate annual development and ongoing management of organizational and program budgets, in close collaboration with the Executive Director and Management Team. Manages financial reporting processes (monthly/quarterly/annual financial reports) and facilitates communication of financial reports and insights within Tulsa Responds as well as with key stakeholder groups and community partners as needed. Assists in the tracking of TCF Fund activity and performs cash flow analysis to predict the need for additional pledged funding, all as part of the financial reporting process in close alignment and collaboration with TCF and GKFF finance and accounting teams.Monitors expenditures and cost-effectiveness of TR programs, making financially sound decisions in collaboration with the TR Management Team, TCF & GKFF. Understands all elements of contract service agreements and MOU requirements, implements proper tracking systems, and manages invoicing process with partner/community agencies. Maintains TR employee data in Paylocity and works closely with managers and supervisors to ensure time card approvals and accurate payroll processing in alignment with HR policies and procedures. Establishes accurate set-up, tracking, and financial reporting capability at the program or project level, ensuring proper alignment of employee assignments in Paylocity and effective categorization of actual and budgeted expenses in QuickBooks to enable detailed and accurate reporting at the granular program or project level. Communicates and manages expense reporting processes and procedures in alignment with TCF policies, ensuring proper documentation and receipts, timely approvals, and reimbursements. Works closely with scheduling and program team supervisors to proactively plan and analyze workforce staffing, seasonal programming needs, marketing support, and other variables to effectively budget and manage financial outcomes in the service of programmatic goals and fiscal responsibility with the Management Team. Support audits, preparation of financial statements, Form 990, and other filings as needed. Grants Administration: Supports Management Team in creation of funding/grant strategies, identifying grant opportunities, evaluation of grant requirements, and gathering information for the grant application process. Oversee the full life cycle of grant administration, including pre-award preparation, post-award compliance, reporting, and close-out activities. Maintain accurate records of grant documentation, reporting schedules, and correspondence with funders. Monitor grant expenditures to ensure alignment with approved budgets and compliance with funder requirements. Prepares internal and external program reports needed for grant compliance, funder updates, community partners, and other program updates as needed. Internal Controls: Maintains depth of knowledge related to financial systems, grant management, and related regulations, and best practices. Ensure financial operations adhere to organizational policies and donor guidelines. Maintain internal control systems to safeguard financial assets. Monitor compliance with state, federal, and private grant regulations. Serve as a liaison between program staff, funders, and other financial resources. Provide training or technical support to staff regarding budget management and grant compliance. Tracks key organizational/program performance metrics (financial, non-financial, and correlation of variables), regularly reports business progress, and collaborates with Management Team to adjust action plans and resources as necessary to reach goals. Accountable to be a role model of Tulsa Responds' mission and culture, conducting all activities with integrity in alignment with principles and values of the organization, Tulsa Community Foundation, and George Kaiser Family Foundation. Other duties, tasks, or projects as assigned. QUALIFICATIONS Education & Experience: Bachelor's degree in nonprofit management, business administration, or other related field is required (or equivalent of education and professional experience in related field). Minimum 3 years of experience in nonprofit financial management, grant administration, or related fields. Depth of experience with government and private grant compliance, budgeting, financial analysis and reporting. Familiarity with fund accounting, restricted/unrestricted funding streams, and funder portals. Experience supporting audits and knowledge of GAAP principles. Experience working with agencies, partners, and community resources serving diverse and underserved populations is strongly preferred. Strong proficiency with Excel and accounting software, specifically QuickBooks and Bill Spend & Expense (bill.com). Proficient in Microsoft Office Suite and Google Workspace, with capability to quickly learn and utilize other relevant software (such as HubSpot, Asana, Slack, Power BI) Competencies, Skills & Abilities: Excellent attention to detail and accuracy in financial data management. Ability to analyze financial data, extrapolate insights, and communicate information clearly. Exceptional customer service approach and solution-focused mindset. Effective communicator with strong oral and written proficiency, highly adept at working cross-functionally across departments, partners, and stakeholders. Exhibits the critical thinking and strategic system understanding to define and establish processes and workflows to appropriately capture/track data to ensure accurate grant/financial reporting and compliance. Deep understanding of data-driven decision making, influencing effective strategies/outcomes, and ensuring continuous improvement within the organization. Highly organized, with proactive approach to planning and prioritizing time and resources to consistently meet deadlines and program outcomes; proficient project management skills. High level of integrity, discretion, and professionalism, with the ability to competently handle confidential information and ensure compliance to regulatory/procedural requirements. Passion for Tulsa Responds' mission and cultural competency to build relationships across diverse team members, partners, and stakeholders. Ability to travel throughout the Tulsa area and occasionally work non-traditional hours and settings as needed. Physical Requirements: Communicate: Frequent phone, in-person, and messaging communication via various platforms. Must be able to exchange information effectively and accurately in all elements of verbal and written communication. Operate: Constant operation of computer, phones, and other office productivity tools. Willingness and ability to travel between program, client, partner, and other stakeholder locations as required. Hours & Location: Position is based in Tulsa, OK at the Alameda central office located at 2174 S. Sheridan Road and requires travels to other partner sites/office locations as needed. Typical work hours are Monday - Friday from 9:00 a.m. to 5:00 p.m., with flexibility required for various events, meetings, and relevant business needs. Salary Description $55,000 - $65,000 annual, based on experience

The Finance Clerk performs clerical duties in support of the finance department and in compliance with government regulations and corporate policies and procedures. Job Description: · Performs administrative and clerical functions in support of the department supervisor. · Assists in the preparation and distribution of student pay. · Assists Finance Supervisor in the maintenance of cash disbursement journal, general and cost ledgers, posting accounting transactions, preparing reconciliations, and performing financial tabulations. · Assists in the accounts payable process. · Establishes a high degree of student rapport. · Works towards meeting performance standards and goals. · Adheres to required property control policies and procedures. · Provides regular feedback to students regarding appropriate employability skills. · Maintains good housekeeping in all areas and complies with safety practices. · Complies with all DOL guidelines, OFCCP regulation, Quality Assurance Plan (QAP), Serrato policies and procedures, Job Corps notices and bulletins, and Center policies and procedures. · Demonstrates and abides by The Bizzell Group's core values and operating principles. · Models, mentors, and monitors appropriate Career Success Standards. · Helps students become more employable through continuous reinforcement. · Participates in PRH-mandated staff training. Failure to participate may result in disciplinary action up to and including termination. · Follows CDSS plan and Code of Conduct system daily. · Performs other duties as assigned. Requirements: Requirements Key Competencies: · Presents information both clearly and concisely and regularly confirms the correct interpretation of information. · Very high standard of communication skills both written and verbal for the presentation of facts and ideas. · Shows professional non-verbal body language and actively listens to others. · Action-oriented. Demonstrates the ability to handle several projects simultaneously with decision-making, flexibility, and problem-solving. · Implements the key principles of time management, task allocation, and priority assignment in addition to personal organization. · Shows attention to detail and ability to complete work with the highest level of accuracy and efficiency. · Continually seek ways to improve employment services provided via the development of professional skills and personal growth. · Demonstrates professional interpersonal skills when interacting with others. Abides by The Bizzell Group's Healthy Workplace Environment policy. · Acts as a team player and builds professional relationships with coworkers to achieve goals. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Proficiency with advanced Microsoft Office applications including Word, PowerPoint, Outlook, and Excel. Computer Literacy with basic computer functions, email, internet, and basic programs such as Adobe Acrobat. Attention to detail and a high level of accuracy in all input. Knowledge of accounting/finance software and/or programs. Experience Minimum of 1-2 years of accounting/finance or related experience. Education High school diploma or equivalent Certificates, Licenses, Registrations Valid State Driver's License

We are seeking an experienced and driven Finance Manager to join our automotive dealership team. The Finance Manager is responsible for securing financing options for clients, ensuring compliance with all regulations, and maintaining high standards of customer satisfaction throughout the process. This individual will play a critical role in supporting the sales team and maximizing dealership profitability. Relocation assistance is available for the right candidate. Job Responsibilities Present financial services and products to customers in a professional and compliant manner Secure financing through a wide network of lenders, offering the best available options for each customer Process all transactions accurately and in compliance with local, state, and federal laws and regulations Maintain relationships with financial institutions and update programs as needed Collaborate with the sales team to ensure a seamless transition for customers from sales to finance Review and verify all documentation for accuracy and completeness before submission Maintain strong knowledge of current financing programs, rates, and incentives Monitor and maintain appropriate levels of product penetration and profitability Requirements Proven experience in automotive finance management with a solid track record of performance Excellent communication and interpersonal skills Strong knowledge of dealership financial processes and regulatory requirements Ability to work in a fast-paced, goal-oriented environment Professional demeanor with a commitment to providing exceptional customer service Education and/or Experience High School Diploma or GED required; post-secondary education in business or finance preferred Minimum of 3 years of experience in automotive finance or a similar role

Job Description within Keller Executive Search and not with one of its clients. This senior position will lead Finance for Keller Executive Search in Tulsa, Oklahoma, United States, shaping strategy, building scalable processes, and partnering across the firm to deliver measurable impact. Key Responsibilities: - Define the Finance vision, roadmap, and annual operating plan aligned to business goals. - Build and lead a high‑performing Finance team; set clear objectives and coach managers. - Own Finance KPIs and reporting; drive continuous improvement and operational excellence. - Establish scalable policies, processes, and tooling for Finance across regions. - Partner with executive leadership and cross‑functional stakeholders to deliver outcomes. - Manage budgets, vendors, and risk within the Finance portfolio. Requirements - 7+ years of progressive experience in Finance with 4+ years leading managers. - Proven track record building programs at regional or global scale. - Strong analytical skills; ability to translate data into decisions. - Excellent communication and stakeholder‑management skills. - Bachelor's degree required; advanced degree or relevant certification preferred. - Experience in professional services or recruitment industry is an advantage. To learn more about Keller, please see: ********************************************************************************** Benefits Competitive compensation: $150,000-$185,000 USD Opportunities for professional growth and leadership development. Company culture: Flat management structure with direct access to decision‑makers; open communication environment. Full medical coverage. Equal Employment Opportunity Statement: Keller Executive Search provides equal employment opportunities to all qualified applicants and employees. Employment decisions are based on merit, qualifications, and business needs, without regard to protected characteristics under applicable law. Commitment to Diversity: An inclusive and equitable workplace is actively fostered. Hiring, development, and advancement practices are designed to broaden representation and ensure fair access to opportunity. Data Protection and Privacy: Personal data is processed solely for recruitment and employment purposes, in accordance with applicable data‑protection laws (including GDPR where relevant). Information may be retained for compliance and legitimate interests, subject to data minimization and security controls. Pay Equity: Compensation practices are reviewed to support pay equity for substantially similar work, accounting for bona fide factors such as experience, education, and performance. Health and Safety: Workplace health and safety obligations are observed in line with applicable national and local requirements. Employees are expected to follow all safety policies and promptly report hazards. Compliance with Law: All recruitment, selection, and employment practices are conducted in compliance with applicable laws and regulations in the jurisdiction of employment. Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.

R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail. To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information. Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus. Here's what you can expect working as a Financial Counseling Associate: * You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care. * You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire. * This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role. * We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs. Requirements: * High School Diploma or GED * Excellent customer service skills * Compassionate communication This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. R1 is an equal opportunity employer and does not discriminate on the basis of any protected status. For this US-based position, the base pay range is $15.35 - $22.48 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook #healthcare #customerservice #financialcounseling #rcm #insurance #hospital #medicaid #LI-TJ2022

The primary objective of the Financial Analyst III is to add significant value to TTCU, ensuring that the added value is ultimately extended to our members. The position works with the other members of the Finance department to minimize balance sheet risk and contributes to TTCU's financial strength. The Financial Analyst III provides timely, accurate information in order to facilitate effective decision making. Performs duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act. Supervises: None Essential Job Functions and Responsibilities Lead the completion of the net interest margin and fee revenue portions of the annual budget. Communicate with the Vice President Accounting/Controller to ensure the results are properly incorporated into the overall budget results. Manage the quarterly Asset Liability Management (ALM) analysis and the quarterly ALM packets. This includes ensuring the accuracy of the input data, reviewing output reports, and interpreting the results. Develop and analyze strategies that help TTCU achieve its financial goals. Strategies will include: deposit and loan pricing, interest rate risk management, product structures, economic feasibility analyses, and other strategies that will contribute to the financial stability and success of TTCU. Respond to ad hoc requests for reporting by collecting, analyzing, and interpreting financial data accurately to identify trends and insights. Use Crystal, Access, and Power BI to provide quality, useful information to TTCU management. Prepare periodic reports to be used by TTCU management, board members, and employees. Reports include member statistics, financial reports, liquidity reports, Asset Liability Management (ALM) data, board reports, account and member trends, budget variance, profitability analysis, and evaluation of existing products. Refine and improve existing reports to improve the efficiency of production and increase the value of the report to the end user. This includes creating and managing efficient report distribution processes. Present findings and recommendations to management in a clear and concise manner. Minimum Qualifications Educational Requirements Bachelor's degree in Finance, Accounting, or related discipline required, MBA preferred. Certificates/Licenses Must have and maintain a valid driver's license. Experience Experience in Finance or Accounting or related work. Experience in banking or credit union with exposure to banking operations and terminology preferred. Position Competencies Collaborates - Is an effective team player who adds complementary skills and contributes valuable ideas, opinions and feedback; communicates in an open and candid manner and can be counted upon to fulfill any commitments made to others on the team. Effective Communication - Utilizes a variety of communication modalities effectively and appropriately across multiple channels. Financial Acumen - Interprets key financial information to execute short and long term business activity; has an understanding of the resources required to achieve objectives; takes calculated risks. Functional Expertise - Possesses a sufficient level of technical and professional skill or knowledge in position-related areas; keeps up with current developments and trends in areas of expertise; actively seeks ways to grow and be challenged using both formal and informal development activities. Integrity & Trust - Is widely trusted; is seen as a direct, truthful individual; has credibility within their areas of expertise; keeps confidences; doesn't misrepresent themselves for personal gain. Manage Complexity - Gathers and analyzes diverse sources of data; separates what is relevant from what is not; determines root causes; defines situations accurately before determining problems and formulating approaches to solutions; is able to accomplish complex tasks with minimal guidance or instruction. Plan and Organize - Determines tasks, resources and schedules; leverages resources, and prioritizes work in order to establish best course of action and ensure that work is completed efficiently. Resilient - Maintains composure under pressure; handles difficult situations effectively, maintains a positive attitude despite adversity; uses adversity as a learning opportunity. Additional Requirements Job Knowledge Proven track record of completing complex financial analyses, in a credit union or bank environment, resulting in specific recommendations. Advanced problem-solving skills and self-motivated. Comprehensive knowledge of financial regulations and their effect on a financial institution. Advanced knowledge with Microsoft Office (Word, Excel, PowerPoint, SharePoint, Access and Outlook). Advanced knowledge of report writing utilizing Crystal Reports, SQL and/or other financial database software/systems Advanced understanding of Asset / Liability Management (ALM) principles. Interpersonal Skills Advanced written and verbal communication skills required to facilitate sharing of information with management, staff and external contacts. Ability to create an atmosphere which promotes TTCU's Core Values by maintaining a high level of personal integrity, presenting a friendly, enthusiastic, and professional demeanor while providing extraordinary service to members and fostering teamwork among employees. Working Conditions Work Environment Routinely perform work indoors in climate controlled shared workspace with moderate noise. Perform the job independently and work effectively either on own or as part of a team. Plan own work activity as well as the work activity of others. Capable of regular, reliable, and timely attendance. Physical Demands Routinely perform primarily sedentary work with limited physical exertion, and lifting up to 10lbs. Must be able to operate office equipment including computers, cell phone, telephone, copier, and calculators. Routinely perform work on a computer for an average of 6-8 hours per day. Capable of climbing/descending stairs in emergency situations. Capable of working extended hours whenever required or requested by management on occasion. Travel Occasional travel by automobile for meetings, conferences, and industry related events. Occasional travel by commercial airlines, rental vehicles, and public transportation for conferences, seminars, and industry related events. Employee Statement of Understanding I have read and understand the job description for my position. I understand that my supervisor may assign additional projects and/or responsibilities not covered in the description. I am able to perform all of the essential functions of this position. I agree to comply with the corporate compliance policy and all laws, rules, regulations, and standards of conduct relating to my position. As an employee, I understand my duty to report any suspected violations of the law or the standards of conduct to my immediate supervisor. As an employee, I will strive to uphold the mission and vision of the organization. All employees are required to adhere to the values in all their interactions with members and fellow employees.

Job Description We're always on the lookout for great talent! If you don't see a role that fits your skills right now, feel free to submit your resume here for future consideration. Our team will review your background and may reach out as new positions become available.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

JobID: 210691329 JobSchedule: Full time JobShift: : 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: ****************************************************************

Performs customer services such as opening new accounts and assisting customers with queries concerning financial institution products and services. Responsible for the development of new business relationships and maintaining existing relationships. Explores customer needs and cross-sells services that are in the best interest of the customer or refers the customer to the appropriate internal specialist. Conducts relationships and activities consistent with established Bank policies, procedures and systems, and all applicable state and federal laws and regulations. Provides quality, personalized customer service in person and by telephone by effectively managing customer wait time and using the customer's name, greetings, and closings to ensure customer satisfaction; follows our Legendary Service Standards. Assesses the needs of the customer using the Customer Needs Assessment tool, explains different types of accounts available, and assists in the selection of the most appropriate product for the customer's needs. Opens new personal or business accounts including checking and savings accounts, certificates of deposit, safe deposit boxes, individual retirement accounts, internet banking services, ATM and debit cards, and credit cards; accurately prepares all related documentation. Provides accurate and timely service on account maintenance and research requests, change of address requests, stop payment requests, telephone and wire transfer requests, check orders, funds transfer requests, and other customer requests. Answers questions, gives explanations, and solves problems for customers in person, over the telephone, and through correspondence. Proactively contacts customers by telephone, written correspondence, or in person to develop, retain, and expand banking relationship. Develops, expands, and maximizes customer relationships by being alert and responsive to opportunities to cross-sell additional products and services that benefit the customer and promote customer retention. Recognizes opportunities and refers customers to business partners within the bank for loan, investment, and merchant products. Actively participates in iStep program; attends appropriate sales and iStep meetings and training; utilizes iStep program initiatives; works with manager to set iStep goals and takes responsibility for reaching targeted goals; tracks and submits sales in iStep system. Attends all required training. Acquires and maintains knowledge of relevant products, services, policies, and procedures. Acquires and maintains thorough knowledge and understanding of compliance and regulatory issues relating to teller and customer service areas (e.g., Bank Secrecy Act, Regulation CC, E, DD, P, OFAC, Chex Systems, etc.) evidenced by appropriate application of these regulations in day-to-day operations. Acquires and maintains thorough understanding of security procedures; practices established procedures. Assists others in the department/facility as needed and/or directed. May be assigned teller responsibilities (see separate Teller job description). Education and/or Experience High school diploma or equivalent Previous customer service / new accounts experience preferred Previous teller or cash handling experience preferred Previous sales experience preferred Knowledge of bank accounts and services, policies and procedures, and regulations preferred Experience with banking software preferred Computer and Equipment Skills Ability to operate teller and office equipment including computers, calculators/adding machines, telephones, voice mail, electronic typewriters, copy machines, fax machines, automatic currency counter, coin machine, check encoder, and security devices. Knowledge of spreadsheet and word processing software preferred Communication Skills Ability to read, write, and speak English Ability to read and comprehend simple instructions, short correspondence, and memos Ability to write simple correspondence Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization Strong sales, interpersonal, and communication skills Mathematical Skills Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals Ability to compute rate, ratio, and percent Ability to accurately count, receive, and disburse cash Reasoning Ability Ability to apply common sense understanding to interpret and carry out instructions furnished in written, oral, or diagram form Ability to deal with problems involving several concrete variables in standardized situations

Are you a leader who has the following traits? Competitive Business Minded Coachable Communicative Self-disciplined Authentic If yes, consider becoming an Insurance Agent to drive a positive impact in the lives of families every day. At New York Life -Nylife Securities and Eagle Strategies, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in invaluable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of the clients. Awards & Accolades... We're proud of our financial strength A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody's) AA+ Very Strong (Standard & Poor's) We're proud of our position in the industry New York Life was named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine Training Magazine's Training Top 100 for 2021 We're proud to be recognized by organizations that also value diversity. Human Rights Campaign: 2022 Corporate Equality Index Forbes 2022: America's Best Employers for Diversity Latino Leaders 2022 Best Companies for Latinos to Work We're proud of the help we've provided and continue to provide to clients. 5.5 million Lives Protected. Includes all owners of individual life insurance and annuity policies $938 million Lifetime Annuity Income Paid. Includes all payouts on individual income annuity products $4.9 billion in Living Benefits Awarded. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed Over $1.1 trillion Life Insurance Protection In Force. Includes term, whole, and universal life What is expected of our Agents? Ability to understand the needs and financial concerns of clients Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/ circumstances they may encounter Promote customized ways for clients to achieve their long-term financial goals Cultivating relationships with a view to helping every family member or individual pursue financial security Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients Providing compassion and guidance to clients when unfortunate life circumstances arise Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of the community over time Qualities that we look for in our Agents: Sales experience preferred - business mindset, no mile too far Strong communication skills, both written and verbal Desire to help families and businesses to “Be Good At Life” Strong business acumen. Professional business demeanor Perseverance in the face of a challenge Ability to engage your community and leverage personal networks/contacts SALES

The Personal Banker II is responsible for consistently exhibiting an excellent first impression to all customers and guests of the bank as the primary point of contact. Maintains strong customer relationships while meeting customers' needs, handling customer transactions. Personal Banker II ESSENTIAL FUNCTIONS (RESPONSIBILITIES): • Performs excellent customer service when meeting customers and potential customer's needs and assisting all patrons of the bank to leave a positive impact with each encounter. • Greets customers and facilitates a welcoming and customer-focused environment. • Builds and maintains relationships with customers to help identify financial products and services that meet their personal and business needs. • Assists customers' accounts with selection of all financial services including online banking, BillPay, E-statements, mobile and ATM deposit capabilities. • Processes customer transactions efficiently and accurately in a fast-paced environment. • Balances and settles cash drawer in conjunction with proofing transactions. • Resolves customer issues and inquiries. • Ensures compliance with all bank policies and procedures, state and federal banking regulations, internal security procedures and policies. • Maintains knowledge of all Gateway First Bank deposit and lending products, and services. • Exercises awareness with regard to possible suspicious activity, money laundering or fraudulent behavior and reports any such incidents to the BSA department. Performs all job functions in compliance with all company policies and federal, state, and local laws and regulations as applicable to the position, including, but not limited to BSA/AML, OFAC and GLBA/privacy rules. • Performs related responsibilities as required or assigned.

World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 - $19 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.

Requirements Requirements Key Competencies: · Presents information both clearly and concisely and regularly confirms the correct interpretation of information. · Very high standard of communication skills both written and verbal for the presentation of facts and ideas. · Shows professional non-verbal body language and actively listens to others. · Action-oriented. Demonstrates the ability to handle several projects simultaneously with decision-making, flexibility, and problem-solving. · Implements the key principles of time management, task allocation, and priority assignment in addition to personal organization. · Shows attention to detail and ability to complete work with the highest level of accuracy and efficiency. · Continually seek ways to improve employment services provided via the development of professional skills and personal growth. · Demonstrates professional interpersonal skills when interacting with others. Abides by The Bizzell Group's Healthy Workplace Environment policy. · Acts as a team player and builds professional relationships with coworkers to achieve goals. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Proficiency with advanced Microsoft Office applications including Word, PowerPoint, Outlook, and Excel. Computer Literacy with basic computer functions, email, internet, and basic programs such as Adobe Acrobat. Attention to detail and a high level of accuracy in all input. Knowledge of accounting/finance software and/or programs. Experience Minimum of 1-2 years of accounting/finance or related experience. Education High school diploma or equivalent Certificates, Licenses, Registrations Valid State Driver's License Salary Description 19.00/hr

You have an obsession for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking 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 JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

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: **************************************************************** 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

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 ActThis 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: **************************************************************** 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