Finance representative jobs in Tyler, TX

Job Description At Opes One, we are looking for talented people who want to take control of their own success. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company behind you. We are a member of the Guardian-Park Avenue Securities network that has over 160 years of experience. Our representatives have a genuine care for people and a responsibility for doing what is right. Our representatives offer comprehensive financial planning that pillars on an integrative approach of insurance and wealth management products. Our representative provide services that focus around the protection of one's balance sheet and cash flow in allocating into a diverse portfolio. Benefits: Commissions, renewal income, advisory fees, monthly draw Unlimited earning potential, 401(k), Pension, Medical, Dental, Vision, Life, Disability Signing Bonus/Training Allowance upon eligibility Hybrid working space with flexible hours Job Responsibilities: Provide sound financial recommendations to help ensure financial security for clients, and motivate clients to take action and implement recommendations Act as an advocate for your clients; commitment to enhance, enrich and serve that client base Implement cutting edge financial strategies to grow and develop long lasting, value-based client relationships Professional Growth: Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions Expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets What Opes One Provides: Support - We are better when we work together. Mutual support leads to greater success rather than individual focus. For you to succeed, we need to work collaboratively as a team. Training - Our team is dedicated to providing as many resources as possible to help you in your success. You will be able to attend training sessions led by top advisors and industry leaders. Stability - You are backed by an almost 160-year-old Fortune 250 mutual financial company. We are prepared for changes and have your best interest at heart. Open-Mindedness - We believe in the power of diversity and find strength in our differences. We recognize the value of different perspectives, backgrounds, styles, values, & beliefs. Licensing Requirements: Life and Health Insurance Licenses Securities Industry Exam (SIE), Series 7 and Series 66 (can be obtained upon hire)

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Join Yellowstone Life Insurance Agency, LLC as a Virtual Financial Advisor Insurance Agent and take the next step in your financial services career! In this remote role, you'll connect with clients from the comfort of your own home, providing them with tailored financial advice and strategic insurance solutions to help them secure their financial futures. As a Virtual Financial Advisor, you will leverage your expertise to assess client needs, identify the right financial products, and develop comprehensive insurance plans. You will guide clients through their financial journeys, offering advice on investment strategies, risk management, and retirement planning to ensure they meet their goals. Utilizing state-of-the-art technology, you'll maintain strong connections with clients while navigating a dynamic market. This role allows you to work flexibly while making a meaningful impact in your client's lives. Key Responsibilities: Develop and maintain client relationships through effective communication and personalized service. Conduct comprehensive needs assessments to identify the best financial and insurance products for clients. Present customized financial plans and proposals, utilizing your knowledge of various investment opportunities. Provide ongoing support and guidance to clients, helping them adjust their plans as necessary based on life changes or market conditions. Stay informed on industry trends and regulatory requirements to ensure compliance and deliver the highest quality service. Collaborate with fellow team members to achieve agency goals and enhance service offerings. Requirements Proven experience in financial advising or insurance sales preferred. Strong understanding of insurance products, investment strategies, and financial planning principles. Excellent communication and presentation skills to articulate complex financial concepts to clients. Ability to work independently in a remote environment with a self-driven approach. Required licenses: Series 7 and Series 65 or 66; additional insurance licenses as required. Bachelor's degree in finance, business, or a relatable field is highly preferred. Benefits Freedom & ability to work virtually

Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Dental insurance Vision insurance OVERVIEW: The Account Representative is the front line of the Acquisitions Team and usually the first contact our customers have with our agency, setting the tone for the relationship going forward. They are responsible for representing our products and services to potential customers in a way that makes it easy for them to choose us as their agency. THE BOTTOM LINE: The Account Representative drives the organization forward by engaging with potential customers to present a solution to their immediate insurance or financial services needs, uncover additional ways to provide value, present product and service solutions that are logical and relatable, and win the business. Most potential customers come to us with one need in mind. It is the responsibility of the Account Representative to quickly build relationships of trust with potential customers to provide added value by uncovering other areas of need and offering personalized, holistic solutions to choose from. Grow your career as you help your community manage the risks of everyday life, recover from the unexpected, and realize their dreams. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Provide information about insurance products and services. Assist clients with policy applications and renewals. Handle client inquiries and provide timely responses. Maintain accurate records of client interactions. AREAS OF ACCOUNTABILITY: Maintain a high level of activity meeting daily activity goals translates into meeting monthly sales goals and growing your paycheck. Achieve your goals office goals are set to be achievable when activity levels are met. Helping you achieve YOUR personal goals (financial, professional, family goals, etc.) is our aim at Team Endres State Farm. Commit to continuous learning State Farm offers a wide and ever-growing range of products and services. We must always remain experts in our field to provide our customers with logical and relatable suggestions to meet their needs to protect their assets, grow their wealth, and plan their financial freedom. Improve the culture sales is a fast-paced role and insurance is a high-pressure industry. You are responsible for maintaining a positive, solutions-oriented attitude and doing your part to add to our culture of fun and support. Provide a World-Class Experience the Account Representative is usually the first person a new customer interacts with and is responsible for creating a positive first impression of the agency for the customer. IDEAL CHARACTERISTICS: Competitive Optimistic Reliable Self-Motivated Smart

Job DescriptionBenefits: Bonus based on performance Competitive salary Opportunity for advancement Paid time off ROLE DESCRIPTION: Brice Borgeson - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Insurance Account Representative - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. You may also assist in developing strategies and establishing quotas for our agency. If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career. RESPONSIBILITIES: Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Maintain a strong work ethic with a total commitment to success each and every day. Work alongside your agencys team to ensure successful long-lasting customer relations. QUALIFICATIONS: Sales experience preferred, but not required Ability to effectively relate to a customer Must be able to obtain Property & Casualty license BENEFITS: Base salary plus commission/bonus Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my office

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at First State Bank Athens in Athens, TX would allow you to join the Investment Program at First State Bank Athens as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at First State Bank Athens supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to First State Bank Athens for financial solutions. This position will offer: The ability to take over an existing book of business. The ability to build a strong client base with the Bank's exceptional referral system Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals The opportunity to find new clients via the bank's client base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL's combination of tools, technology, and support The benefit of LPL's experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the bank's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with First State Bank Athens, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. ***REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First State Bank Athens. Tracking # 1-05026674 Pay Range:60000 - 90000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at First State Bank Athens in Athens, TX would allow you to join the Investment Program at First State Bank Athens as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at First State Bank Athens supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to First State Bank Athens for financial solutions. This position will offer: * The ability to take over an existing book of business. * The ability to build a strong client base with the Bank's exceptional referral system * Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals * The opportunity to find new clients via the bank's client base * The opportunity to create client solutions without proprietary products * The ability to grow your business with LPL's combination of tools, technology, and support * The benefit of LPL's experience helping financial institutions grow and maximize their investment programs * The opportunity to capitalize on the bank's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: * Access to our proprietary technology and a suite of customized services * An open architecture platform with access to thousands of investment products from leading third-party product sponsors * Resources and expertise across the firm to help you create client solutions * The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: * Series 7 and 66 (63/65) required * Insurance license required * Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with First State Bank Athens, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. * REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First State Bank Athens. Tracking # 1-05026674 Pay Range:60000 - 90000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Summary This mid-level level position requires a critical skill-set and level experience in areas that are not easily duplicated in the market. Proactively executes integrated sales, service and relationship strategies to support growth and retention of commercial clients that have borrowing needs for complex commercial, consumer and/or mortgage loans. Develops new-to-bank business relationships, as well as cross-marketing/needs fulfillment for existing clients, through segment-based sales plans to achieve revenue growth targets and maximize operating capabilities and profitability. Duties and Responsibilities include the following. * Leads the formulation and implementation of long and short-term strategic plans and objectives to increase market share/penetration and maximize opportunities for growth throughout the marketplace. * Provides strong, compassionate and visible leadership, which fosters positive attitudes and trust among employees, clients and prospects. * Provides product specialists with qualified referrals for cross-sell. Assists in closing deals across all products. * Judges potential qualified clients/deals, structuring deals to balance risk and reward, recognizing early warning signs and closely monitoring clients to anticipate changes in risk rating. Proactively identifies issues and restructures relationship to mitigate potential future risk. * Monitors loan repayment activities and takes necessary action to collect from past due accounts. * Partners with other departments (i.e. Treasury, Retail, Mortgage, etc.) to ensure ongoing and appropriate communication to support overall client and franchise objectives. * Maintains frequent interaction with centers of influence, diverse industry segments, community leaders, regulators, and senior business contacts. * Through extensive involvement, leads local community awareness that the bank is critically focused on partnering in the community and on providing broad, multi-product banking solutions to the middle market companies housed in the marketplace. * Oversees and ensures safe and sound underwriting/credit practices and overall leadership of a sound lending activity. * Strictly adheres to internal control policies such as the account opening protocols of accurate collection, completion and updating of all required documentation. * Ensures that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations. Supervisory Responsibilities May supervise employees of the Lending Staff such as Loan Assistants. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities may include and training employees; planning, assigning, and directing work; appraising performance in conjunction with management; rewarding and disciplining employees; addressing complaints and resolving problems. Competencies - To perform the job successfully, an individual should demonstrate the following competencies: Analytical and Design - Synthesizes complex information; Collects and researches data; Demonstrates attention to detail. Problem Solving - Identifies and resolves problems in a timely manner; Develops alternative solutions. Interpersonal Skills/Customer Service - Maintains confidentiality; Responds promptly to customer needs; Meets commitments. Oral and Written Communication - Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Writes clearly and informatively; Able to read and interpret written information. Teamwork - Contributes to building a positive team spirit; Supports everyone's efforts to succeed. Business Acumen - Demonstrates knowledge of market and competition. Organizational Support - Follows policies and procedures; Supports organization's goals and values; Benefits organization through outside activities. Judgment and Motivation - Exhibits sound and accurate judgment; Includes appropriate people in decision-making process; Demonstrates persistence and overcomes obstacles. Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Sets goals and objectives. Professionalism - Reacts well under pressure; Treats others with respect and consideration regardless of their status or position. Adaptability and Innovation - Adapts to changes in the work environment; Manages competing demands; Develops innovative approaches and ideas. Attendance/Punctuality and Dependability - Follows instructions, responds to management direction; Commits to long hours of work when necessary to reach goals. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Bachelor's degree (B. A.) from four-year college or university; preferably in Finance, Business, Accounting or related field; minimum five to ten years strong performance in client relations in commercial banking with an emphasis on investments or sales arenas, preferably within roles of increasing responsibilities. Must have an in-depth knowledge of all aspects of commercial banking and an ability to quickly learn new products and services. Computer Skills To perform this job successfully, an individual should have knowledge of the Internet, Outlook, Microsoft Word and Excel. Ability to learn bank-specific software such as MPC, IBS, ADP, etc. Ability to use basic office machines. Other Skills Must have a sharp business development focus and demonstrative innovated approaches. Must be a self-starter, someone who demonstrates by getting out in the marketplace. Should be able to effectively interact with a variety of internal and external constituencies. Bank Culture/Customer Service Skills Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank. Physical Demands While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. Work Environment The noise level in the work environment is usually moderate. This reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion. Origin Bank is an equal opportunity employer and we do not discriminate in hiring or employment on the basis of race, color, sex, age, marital or veteran status, non-job related disability, religion, national origin, genetic information or any other basis protected by law. Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas. Any exception to this policy requires further regulatory review and approval by management.

Job DescriptionSalary: $18 - $35 / hour (includes base plus commissions) Engage with existing customers in our office, virtually, and on the phone with empathy to understand their needs and provide tailored solutions that protect their assets, achieve their financial goals, and realize their dreams. Your ability to educate confidently will be key as you build lasting relationships, and drive needs-based sales success. Will provide the best of customer care processing transactions and recognizing customer's needs. Manages multiple priorities along with existing written processes and procedures. You'll need: Strong communication skills, persuasive, confident, an active listener High energy, competitive, motivated by results Coachable, voluntarily accountable Basic computer proficiency Ability to think critically, analyze risk, and problem-solve Detail oriented, and professional with a passion for helping others Team player who can excel individually Prior experience in sales, or related field Determination to achieve KPIs set by management A hunger to win, empathy to connect, work ethic to grow. Benefits include: Opportunities for development and growth A supportive team culture that values collaboration Competitive base pay plus commissions BCBS Medical/Dental/Vision 401K with Company Match 10 Paid Holidays 10 Days of Paid Time Off Family Life Insurance, Short Term Disability Benefits Business Casual Dress Code

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

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

Job DescriptionBenefits: Bonus based on performance Competitive salary Opportunity for advancement Paid time off Training & development Wellness resources Agency Description: Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm Independent contractor Agent may be the career for you! State Farm Agents are independent contractors that market State Farm Insurance and financial services products. ROLE DESCRIPTION: Gillian Verde State Farm is searching for a competitive person who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Insurance Account Representative, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. You may also assist in developing strategies and establishing quotas for our office. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Provide information about insurance products and services. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Maintain a strong work ethic with a total commitment to success each and every day. Work alongside your office's team to ensure successful long-lasting customer relations. Assist customers with policy applications and renewals. Handle customer inquiries and provide timely responses. Maintain accurate records of customer interactions. QUALIFICATIONS: Communication and interpersonal skills. Sales experience (outside sales or inside sales representatives, retail sales associate, or telemarketing) preferred. Property and Casualty License Life and Health License Detail-oriented and able to multitask. Experience in customer service or sales preferred.

Job DescriptionBenefits: 401(k) matching Dental insurance Health insurance Opportunity for advancement Paid time off Training & development Vision insurance ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Toni Threadgill - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits 401(k) matching Growth potential/Opportunity for advancement within my office

What The Role Is As a Personal Banker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker I/II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs. How You Will Make an Impact * Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships. * Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow. * Enjoy working in a team environment with frequent interactions with fellow teammates and customers. * Limited origination of simple consumer lending products such as personal loans and credit cards. * Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers. * Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard. * Cash handling and adherence to proper balancing procedures. * Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions. * Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate. * Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position. * Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives. Who You Are * High school diploma required; college coursework preferred. * Previous banking or demonstrated sales experience in business, retail or other industries. * 1-year cash handling experience in a banking or retail environment preferred. (2+ years if level II) * Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred. * Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations. * This position does NOT require S.A.F.E. registration at the time of employment. The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary. Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.

The associate is responsible for the duties and services that are of a support nature to the Revenue Cycle division of CHRISTUS Health. The associate ensures that all processes are performed in a timely and efficient manner. The primary purpose of these positions is to ensure account resolution and reconciliation of outstanding balances for CHRISTUS Health patient accounts. The Job works in a cooperative team environment to provide value to internal and external customers. The associate carries out his/her duties by adhering to the highest standards of ethical and moral conduct, acts in the best interest of CHRISTUS Health, and fully supports CHRISTUS Health's Mission, Philosophy, and core values of Dignity, Integrity, Compassion, Excellence and Stewardship. Responsibilities: * Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders. * Performs Revenue Cycle functions in a manner that meets or exceeds CHRISTUS Health's key performance metrics. * Ensures PFS departmental quality and productivity standards are met. * Collects and provides patient and payor information to facilitate account resolution. * Maintains an active working knowledge of all Government Mandated Regulations as it pertains to claims submission. Responsible to perform the necessary research in order to determine proper governmental requirements prior to claims submission. * Responds to all types of account inquires through written, verbal, or electronic correspondence. * Maintains payor-specific knowledge of insurance and self-pay billing and follow-up guidelines and regulations for third-party payers. Maintains working knowledge of all functions within the Revenue Cycle. * Responsible for professional and effective written and verbal communication with both internal and external customers in order to resolve outstanding questions for account resolution. * Meets or exceeds customer expectations and requirements, and gains customer trust and respect. * Compliant with all CHRISTUS Health, payer, and government regulations. * Exhibits a strong working knowledge of CPT, HCPCS, and ICD-10 coding regulations and guidelines. * Appropriately documents patient accounting host system or other systems utilized by PFS in accordance with policy and procedures. * Provide continuous updates and information to the PFS Leadership Team regarding errors, issues, and trends related to activities affecting productivity, reimbursement, payment delays, and/or patient experience. * Professional and effective written and verbal communication required. * Billing * Review and work on claim edits. * Works payor rejected claims for resubmission. * Works reports and billing requests. * Demonstrates strong knowledge of standard bill forms and filing requirements. * Exhibits and understanding of electronic claims editing and submission capabilities. * Correct claims in RTP status in the designated claim system per Medicare guidelines. * Maintains an active knowledge of all governmental agency requirements and updates. * Collections * Collect balances due from payors ensuring proper reimbursement for all services. * Identifies and forwards proper account denial information to the designated departmental liaison. Dedicated efforts to ensure a proper denial resolution and timely turnaround. * Maintain an active knowledge of all governmental agency requirements and updates. * Works collector queue daily utilizing appropriate collection system and reports. * Demonstrates knowledge of standard bill forms and filing requirements. * Identify and resolve underpayments with the appropriate follow-up activities within payor timely guidelines. * Identify and resolve credit balances with the appropriate follow-up activities within payor timely guidelines. * Identify and communicate trends impacting account resolution. * Corrects claims in RTP status in the designated claim system per Medicare guidelines. * Initiates Medicare Redetermination, Reopening and/or Reconsideration as needed. * Working knowledge of the CMS 838 credit balance report. * Vendor Coordinator * Acts as liaison between external vendors and Revenue Cycle departments to monitor external vendor activities and ensures accounts placed for collection are received timely and acknowledged as received by the vendor. * Manages account transfers between CHRISTUS Health and the various contracted vendors. * Coordinates with Revenue Cycle Managers (Collections, Billing, Cash Applications, etc.) to review of selected accounts prior to transfer and placement with an external third party. * Ensures accounts deemed as closed or uncollectible by the vendors are properly reflected in applicable AR systems. * Maintains department reports measuring agency performance, which includes account placements, collections, returns, and performance metrics. * Advises vendors of CHRISTUS Health billing and collection procedures and ensures accounts identified with third-party coverage are properly billed by the entities as requested by the vendor. * Audits all vendor remittances and ensures all fees billed to CHRISTUS Health are in accordance with the contract and include supporting documentation of payments posted to the account on the patient accounting systems. * Recalls accounts incorrectly placed and/or as requested by Revenue Cycle Managers with the external vendor and returns accounts to open receivables as appropriate. * Creates tools, reports, or documentation that enables Revenue Cycle Leadership to understand, manage, and measure their vendor's performance and to prioritize important relationships. * Performs account reconciliation between CHRISTUS Health system and vendor system. Job Requirements: Education/Skills * HS Diploma or equivalent years of experience required. * Post HS education preferred. Experience * 1-3 years of experience preferred. * Experience working within a multi-facility hospital business office environment preferred. * College education, previous Insurance Company claims experience, and/or health care billing trade school education may be considered in lieu of formal hospital experience. * Experience working with inpatient and outpatient billing requirements of UB-04 and HCFA 1500 billing forms preferred. * Experience with Medicare & Medicaid billing processes and regulations preferred. * Understanding of Medicare language. * Knowledge in locating and referencing CMS and/or Medicare Regulations preferred. Licenses, Registrations, or Certifications * None required. Work Schedule: 8AM - 5PM Monday-Friday Work Type: Full Time

Job DescriptionBenefits: 401(k) 401(k) matching Bonus based on performance Competitive salary Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Insurance Account Representative - State Farm Agent Team Member for Brent Rice - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Provide information about insurance products and services. Assist customers with policy applications and renewals. Handle customer inquiries and provide timely responses. Maintain accurate records of customer interactions. QUALIFICATIONS: Communication and interpersonal skills. Detail-oriented and able to multitask. Experience in customer service or sales preferred.

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

Summary This mid-level level position requires a critical skill-set and level experience in areas that are not easily duplicated in the market. Proactively executes integrated sales, service and relationship strategies to support growth and retention of commercial clients that have borrowing needs for complex commercial, consumer and/or mortgage loans. Develops new-to-bank business relationships, as well as cross-marketing/needs fulfillment for existing clients, through segment-based sales plans to achieve revenue growth targets and maximize operating capabilities and profitability. Duties and Responsibilities include the following. Leads the formulation and implementation of long and short-term strategic plans and objectives to increase market share/penetration and maximize opportunities for growth throughout the marketplace. Provides strong, compassionate and visible leadership, which fosters positive attitudes and trust among employees, clients and prospects. Provides product specialists with qualified referrals for cross-sell. Assists in closing deals across all products. Judges potential qualified clients/deals, structuring deals to balance risk and reward, recognizing early warning signs and closely monitoring clients to anticipate changes in risk rating. Proactively identifies issues and restructures relationship to mitigate potential future risk. Monitors loan repayment activities and takes necessary action to collect from past due accounts. Partners with other departments (i.e. Treasury, Retail, Mortgage, etc.) to ensure ongoing and appropriate communication to support overall client and franchise objectives. Maintains frequent interaction with centers of influence, diverse industry segments, community leaders, regulators, and senior business contacts. Through extensive involvement, leads local community awareness that the bank is critically focused on partnering in the community and on providing broad, multi-product banking solutions to the middle market companies housed in the marketplace. Oversees and ensures safe and sound underwriting/credit practices and overall leadership of a sound lending activity. Strictly adheres to internal control policies such as the account opening protocols of accurate collection, completion and updating of all required documentation. Ensures that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations. Supervisory Responsibilities May supervise employees of the Lending Staff such as Loan Assistants. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities may include and training employees; planning, assigning, and directing work; appraising performance in conjunction with management; rewarding and disciplining employees; addressing complaints and resolving problems. Competencies - To perform the job successfully, an individual should demonstrate the following competencies: Analytical and Design - Synthesizes complex information; Collects and researches data; Demonstrates attention to detail. Problem Solving - Identifies and resolves problems in a timely manner; Develops alternative solutions. Interpersonal Skills/Customer Service - Maintains confidentiality; Responds promptly to customer needs; Meets commitments. Oral and Written Communication - Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Writes clearly and informatively; Able to read and interpret written information. Teamwork - Contributes to building a positive team spirit; Supports everyone's efforts to succeed. Business Acumen - Demonstrates knowledge of market and competition. Organizational Support - Follows policies and procedures; Supports organization's goals and values; Benefits organization through outside activities. Judgment and Motivation - Exhibits sound and accurate judgment; Includes appropriate people in decision-making process; Demonstrates persistence and overcomes obstacles. Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Sets goals and objectives. Professionalism - Reacts well under pressure; Treats others with respect and consideration regardless of their status or position. Adaptability and Innovation - Adapts to changes in the work environment; Manages competing demands; Develops innovative approaches and ideas. Attendance/Punctuality and Dependability - Follows instructions, responds to management direction; Commits to long hours of work when necessary to reach goals. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Bachelor's degree (B. A.) from four-year college or university; preferably in Finance, Business, Accounting or related field; minimum five to ten years strong performance in client relations in commercial banking with an emphasis on investments or sales arenas, preferably within roles of increasing responsibilities. Must have an in-depth knowledge of all aspects of commercial banking and an ability to quickly learn new products and services. Computer Skills To perform this job successfully, an individual should have knowledge of the Internet, Outlook, Microsoft Word and Excel. Ability to learn bank-specific software such as MPC, IBS, ADP, etc. Ability to use basic office machines. Other Skills Must have a sharp business development focus and demonstrative innovated approaches. Must be a self-starter, someone who demonstrates by getting out in the marketplace. Should be able to effectively interact with a variety of internal and external constituencies. Bank Culture/Customer Service Skills Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank. Physical Demands While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. Work Environment The noise level in the work environment is usually moderate. This reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion. Origin Bank is an equal opportunity employer and we do not discriminate in hiring or employment on the basis of race, color, sex, age, marital or veteran status, non-job related disability, religion, national origin, genetic information or any other basis protected by law. Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas. Any exception to this policy requires further regulatory review and approval by management.

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